Quickbooks MCP server

Read from the package source without running it. The installed server may list more.

• account_period_summary

  Get a period summary for an account: opening balance, total debits/credits, closing balance, and transaction count. Uses the General Ledger report. Supports department filtering.

• create_billwrite action

  Create a vendor bill. Accepts vendor/account/department names (will lookup IDs automatically). Note: DepartmentRef is header-level only — for multi-department splits, create separate bills (one per department). Returns bill details and a link to view in QuickBooks.

• create_bill_paymentwrite action

  Create a bill payment (the QBO 'check' / 'pay bills' flow). Pays one or more existing bills and optionally applies vendor credits, clearing Accounts Payable. Use this to record vendor ACH/EFT debits or checks so the bank feed can match them — especially when a bank charge equals bills minus credit memos. Amounts default to each bill's open balance and each credit's remaining balance. Returns payme

• create_customerwrite action

  Create a customer or sub-customer. Accepts name parts, contact info, addresses, and hierarchy settings. Use parent_ref to create sub-customers or jobs. Returns customer details and a link to view in QuickBooks.

• create_depositwrite action

  Create a bank deposit. Accepts account/department/entity names (will lookup IDs automatically). Lines represent the sources of the deposit — amounts can be positive (income) or negative (fees, deductions). Each line may name the vendor, customer, or employee it came from via entity_name/entity_type. QuickBooks computes the total from line amounts. Returns deposit details and a link to view in Quic

• create_expensewrite action

  Create an expense (Purchase). Accepts account/department/payee names (will lookup IDs automatically). Covers Cash, Check, and Credit Card payment types. The payee may be a vendor, customer, or employee — set entity_type to say which (defaults to Vendor). Note: PaymentType cannot be changed after creation. DepartmentRef is header-level only. Returns expense details and a link to view in QuickBooks.

• create_invoicewrite action

  Create an invoice. Accepts item/customer/department names (will lookup IDs automatically). Either customer_name or customer_id is REQUIRED — invoices must have a customer. Lines use SalesItemLineDetail (product/service references, not accounts). Returns invoice details and a link to view in QuickBooks.

• create_journal_entrywrite action

  Create a journal entry. Accepts account/department/entity names (will lookup IDs automatically). Validates debits=credits before creating. Lines may carry an entity (vendor, customer, or employee) — QuickBooks requires one on any line posting to Accounts Receivable or Accounts Payable. Returns entry details and a link to view in QuickBooks.

• create_sales_receiptwrite action

  Create a sales receipt. Accepts item/customer/department names (will lookup IDs automatically). Lines reference items (products/services) not accounts. Returns receipt details and a link to view in QuickBooks.

• create_transferwrite action

  Move money between two of the company's own accounts (QuickBooks 'Transfer') — bank to bank, or a credit-card paydown. Use this rather than create_expense, which would book the outflow as an expense and never touch the receiving account, or create_journal_entry, which posts the right result but does not read as a transfer in the register or the bank-feed match screen. Defaults to draft: true for a

• create_vendor_creditwrite action

  Create a vendor credit. Accepts vendor/account/department names (will lookup IDs automatically). Lines represent credit amounts applied to expense accounts. Returns credit details and a link to view in QuickBooks.

• delete_entitywrite action

  Permanently delete a QuickBooks transaction. Supports journal entries, bills, invoices, deposits, sales receipts, expenses, vendor credits, bill payments, and attachments. Uses a two-step flow: first call previews what will be deleted, second call with confirm=true executes the deletion. Note: Customers cannot be deleted — use edit_customer with active=false to deactivate instead.

• edit_bill

  Modify an existing bill. Can update vendor, date, due date, memo, and/or lines. For lines: provide line_id to update existing line, omit to add new line, set delete=true to remove. A line_id preserves the line's existing customer unless customer_name/customer_id is given; pass customer_name: "" to clear it. Note: DepartmentRef is header-level only — lines do not support department.

• edit_customer

  Modify an existing customer. Can update name, contact info, addresses, notes, taxable status, active status, hierarchy (parent/sub-customer), delivery method, and payment terms. Set active=false to deactivate (QuickBooks equivalent of delete).

• edit_deposit

  Modify an existing deposit. Can update date, memo, deposit account, department, and/or lines. CRITICAL for line changes: The QB Deposit API does NOT replace lines - it merges them. Lines WITH line_id update existing lines. Lines WITHOUT line_id are ADDED as new. Lines NOT included are KEPT unchanged. To 'delete' a line, you must include ALL existing lines with their line_ids and set unwanted lines

• edit_expense

  Modify an existing expense (Purchase). Can update date, memo, payment account, payee, and/or lines. The payee may be a vendor, customer, or employee — set entity_type to say which (defaults to Vendor). Note: PaymentType (Cash/Check/CreditCard) cannot be changed after creation.

• edit_invoice

  Modify an existing invoice. Can update date, due date, memo, customer, department, terms, email, online payment settings, and/or lines. For lines: provide line_id to update existing line, omit line_id to add new line (requires item_name), set delete=true to remove.

• edit_journal_entry

  Modify an existing journal entry. Can update date, memo, doc_number, and/or lines. For lines: provide line_id to update existing line, omit line_id to add new line, set delete=true to remove a line. A line_id preserves the line's existing entity unless entity_name/entity_id is given; pass entity_name: "" to clear it. Validates debits=credits before saving.

• edit_sales_receipt

  Modify an existing sales receipt. Can update date, memo, customer, deposit account, department, and/or lines. For lines: provide line_id to update existing line, omit line_id to add new line (requires item_name), set delete=true to remove.

• edit_vendor_credit

  Modify an existing vendor credit. Can update vendor, date, memo, ref number, and/or lines. For lines: provide line_id to update existing line, omit line_id to add new line (requires amount and account_name), set delete=true to remove. A line_id preserves the line's existing customer unless customer_name/customer_id is given; pass customer_name: "" to clear it. Note: DepartmentRef is header-level o

• get_balance_sheet

  Get a Balance Sheet report. Can be broken down by department/location.

• get_bill

  Fetch a single bill by ID with full details including SyncToken (needed for edits). Returns vendor, date, due date, amount, AP account, line details.

• get_bill_payment

  Fetch a single bill payment by ID with full details including SyncToken. Shows vendor, date, pay type, bank account, linked bills/credits with applied amounts, and flags any unapplied amount (payment total not matching net applied lines).

• get_company_info

  Get information about the connected QuickBooks company.

• get_customer

  Fetch a single customer by ID with full details including SyncToken (needed for edits). Returns name, contact info, addresses, balance, hierarchy (parent/sub-customer), and active status.

• get_deposit

  Fetch a single deposit by ID with full details including SyncToken (needed for edits). Returns deposit account, date, memo, and line details showing source accounts and amounts.

• get_expense

  Fetch a single expense (Purchase) by ID with full details including SyncToken. Covers Expenses, Checks, and Credit Card charges. Returns payment type, account, date, amount, line details.

• get_invoice

  Fetch a single invoice by ID with full details including SyncToken (needed for edits). Returns customer, date, due date, balance, department, line details with items/qty/price.

• get_journal_entry

  Fetch a single journal entry by ID with full details including SyncToken (needed for edits). Returns formatted summary and writes full object to temp file.

• get_profit_loss

  Get a Profit and Loss (Income Statement) report. Can be broken down by department/location.

• get_reportwrite action

  Run a QuickBooks report that has no dedicated tool: A/R and A/P aging, customer and vendor balances, transaction lists, general ledger, journal, sales by customer/item/class/department, cash flow, and detail variants. Answers what is outstanding and how old it is, which the entity query tools cannot — a report sees postings that carry no account reference in entity JSON. Profit and Loss, Balance S

• get_sales_receipt

  Fetch a single sales receipt by ID with full details including SyncToken (needed for edits). Returns customer, date, deposit account, department, line details with items/qty/price.

• get_trial_balance

  Get a Trial Balance report. Useful for month-end close and reconciliation. Note: Trial Balance does not support department/location breakdown in QuickBooks Online.

• get_vendor_credit

  Fetch a single vendor credit by ID with full details including SyncToken (needed for edits). Returns vendor, date, memo, ref number, AP account, and line details showing expense accounts and amounts.

• list_accounts

  List all accounts in the chart of accounts. Returns AcctNum (the user-facing account number), Name, AccountType, AccountSubType, and CurrentBalance. Use AcctNum to reference accounts in other queries or operations.

• qbo_authenticate

  Authenticate with QuickBooks using OAuth (local credential mode only).

• querywrite action

  Execute a QuickBooks query using SQL-like syntax. Supports querying any entity type (Customer, Vendor, Invoice, Bill, Account, Item, Department, etc.). Results are written to a file to preserve context. Defaults to MAXRESULTS 1000 if not specified. Examples: 'SELECT * FROM Customer', 'SELECT * FROM SalesReceipt WHERE TxnDate >= \'2025-11-01\' AND TxnDate <= \'2025-11-30\''

• query_account_transactions

  Query all transactions affecting a specific account, across all 13 posting transaction types. Returns a consolidated list with date, type, amount (debit/credit), and description. Useful for investigating account balance discrepancies. Note: the A/R side of invoices, credit memos, and payments has no account reference in QBO's data model and cannot appear here — use account_period_summary for A/R t

• receive_payment

  Record a customer payment against one or more open invoices (QuickBooks 'Receive Payment'), clearing Accounts Receivable. This is the A/R counterpart to create_bill_payment. Not a deposit — create_deposit banks money without settling an invoice — and not a sales receipt, which records a sale that was paid outright and never had an invoice. Defaults to draft: true for a preview.

• Code scan137 source files scanned25/25
• –Live reliabilityno gateway calls yet and no remote to proben/a
• –Tool poisoningtools not inspected (local package is not executed); not countedn/a
• Auth qualitystatic API keys via environment variables6/15
• Maintenancelast push 28 days ago15/15
• Maintainer identityregistry namespace matches repository owner; GitHub account older than a year8/10

Quickbooks: common questions

Is Quickbooks MCP server safe?

Mostly: it is graded B (83/100). Read the Quickbooks safety report

How do I install Quickbooks?

It runs on your machine. Copy the Claude Code, Claude Desktop or Cursor config from the install section.

Does Quickbooks need an API key?

Yes. The registry entry asks for QBO_CLIENT_ID, QBO_CLIENT_SECRET.

Is Quickbooks maintained?

The last commit was 28 days ago (2026-08-24). The latest release is v0.11.0.

What can I use instead of Quickbooks?

Servers from other publishers that do the same job: RoboSystems MCP server.