quickbooks-automationlisted
Install: claude install-skill ComposioHQ/awesome-claude-skills
# QuickBooks Automation
Automate QuickBooks Online operations including creating invoices, managing customers, querying accounts, and listing invoices for financial reporting.
**Toolkit docs:** [composio.dev/toolkits/quickbooks](https://composio.dev/toolkits/quickbooks)
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## Setup
This skill requires the **Rube MCP server** connected at `https://rube.app/mcp`.
Before executing any tools, ensure an active connection exists for the `quickbooks` toolkit. If no connection is active, initiate one via `RUBE_MANAGE_CONNECTIONS`.
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## Core Workflows
### 1. Create an Invoice
Create a new invoice for a customer with line items.
**Tool:** `QUICKBOOKS_CREATE_INVOICE`
**Key Parameters:**
- `customer_id` (required) -- ID of the customer (CustomerRef.value)
- `lines` (required) -- Array of line item objects. Each must include:
- `DetailType` -- e.g., `"SalesItemLineDetail"`
- `Amount` -- Line item total
- `SalesItemLineDetail` -- Object with `ItemRef` containing `value` (item ID)
- `minorversion` -- Optional API version parameter
**Example:**
```
Tool: QUICKBOOKS_CREATE_INVOICE
Arguments:
customer_id: "21"
lines: [
{
"DetailType": "SalesItemLineDetail",
"Amount": 150.00,
"SalesItemLineDetail": {
"ItemRef": {"value": "1", "name": "Services"}
}
}
]
```
**Prerequisites:** Resolve the customer ID using `QUICKBOOKS_READ_CUSTOMER` or create one with `QUICKBOOKS_CREATE_CUSTOMER`. Resolve item/account IDs using `QUICKBOOKS_QUERY_