# QuickBooks Online MCP

> QuickBooks Online MCP connects your AI agent directly to your accounting ledger. You can query invoices, create new customer records, run Profit & Loss reports for specific quarters, and manage all core financial operations using natural conversation. It lets you handle complex bookkeeping tasks without ever opening the QuickBooks dashboard.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** accounting, invoicing, financial-reporting, payroll, expense-tracking

## Description

Need to know exactly where your business stands? This MCP gives your AI agent a direct line into your entire accounting system. Instead of logging into QuickBooks Online and clicking through five different menus—one for customers, one for reports, another for invoices—you just talk to your agent. You can ask it to find all outstanding balances owed by specific clients or pull a detailed Profit & Loss report for the last quarter. It handles everything from creating new customer profiles to running complex queries that summarize payments and track revenue against costs. Because this connection is managed through Vinkius, you connect once with any compatible client—Claude, Cursor, Windsurf, or any other agent—and instantly have access to your entire financial toolkit.

## Tools

### profit_and_loss
Generates a Profit & Loss report after you specify the start and end dates in YYYY-MM-DD format.

### list_invoices
Retrieves a list of all invoices associated with your QuickBooks Online account.

### get_invoice
Pulls the full, detailed information for one specific invoice ID.

### create_invoice
Builds and submits a new invoice record, requiring you to specify the customer and line items.

### get_customer
Retrieves all specific details for a single existing customer account.

### query
Executes custom QuickBooks query language statements to pull highly specific data sets (e.g., 'SELECT * FROM Invoice WHERE TotalAmt > 100').

### create_customer
Registers a brand new customer account, allowing you to specify their name and optional contact details.

### list_customers
Provides a comprehensive list of every customer record in your system.

### get_payment
Retrieves detailed records about received payments, including the amount and linked invoice numbers.

### get_company_info
Pulls general details about your company's settings, such as fiscal year or subscription status.

## Prompt Examples

**Prompt:** 
```
Show me all unpaid invoices.
```

**Response:** 
```
Found 12 unpaid invoices:

| # | Customer | Amount | Due Date |
|---|----------|--------|----------|
| 1042 | Acme Corp | $3,500 | Apr 15 |
| 1041 | TechStart | $1,200 | Apr 10 |
...

Total outstanding: $18,750
```

**Prompt:** 
```
Run the P&L report for Q1 2026.
```

**Response:** 
```
📊 Profit & Loss — Q1 2026

| Category | Amount |
|----------|--------|
| Revenue | $245,000 |
| COGS | -$89,000 |
| Gross Profit | $156,000 |
| Operating Expenses | -$67,000 |
| Net Income | $89,000 |
```

**Prompt:** 
```
Create a customer for John Smith, john@acme.com.
```

**Response:** 
```
✅ Customer created!

- **Name**: John Smith
- **Email**: john@acme.com
- **ID**: 145
```

## Capabilities

### Check Invoice Statuses and Details
You can list all existing invoices and retrieve the full details for a specific one.

### Generate New Billing Records
The agent lets you create brand new invoices, including setting up line items and applying taxes to them.

### Maintain Customer Profiles
You can easily list existing customers, pull their full profile details, or build out entirely new accounts.

### Pull Financial Statements
Request comprehensive financial summaries, such as Profit & Loss reports for any defined date range.

### Review Payment History
The system tracks and displays payment records, linking them directly to the invoices they cover.

## Use Cases

### Missing Payment Tracking
The SBO needs to know if a client paid their $5,000 invoice from last month. Instead of manually searching the payment ledger and cross-referencing the invoice ID, they ask their agent: 'What payments are linked to Invoice 1234?' The MCP uses `get_payment` and `get_invoice` to give a clear answer immediately.

### Client Onboarding
The Bookkeeper is onboarding Acme Corp. They need a new client record, an initial invoice, and to ensure the company details are current. The agent handles this flow by first using `create_customer`, then calling `create_invoice` with line items, completing the process in one conversation.

### Quarterly Review Prep
The Financial Analyst needs to present Q2 earnings. They ask their agent to 'Run a P&L report for April 1 to June 30.' The MCP executes `profit_and_loss`, giving them the structured, ready-to-present data instantly.

### Finding Missing Data
The team needs total revenue for high-value accounts. Instead of running multiple reports and trying to sum up totals, they use the `query` tool to execute a specific SELECT statement that aggregates exactly what they need.

## Benefits

- Stop jumping between tabs. Instead of running separate queries for customer lists, invoice amounts, and payment dates, you ask your agent one question and it pulls all three data points together.
- Quickly audit transactions. Need to know which invoices are unpaid? Use the MCP to list all outstanding balances instantly, giving you immediate visibility into cash flow.
- Automate client setup. Creating a new customer record used to mean manual input across multiple screens; now, you simply instruct your agent to create the account and provide the necessary details.
- Drill down deep on finances. Don't rely only on standard reports. Use the `query` tool to execute custom queries language statements, pulling niche data sets that standard dashboards ignore.
- Maintain a complete picture of revenue. You can not only list invoices but also use the MCP to run the `profit_and_loss` report for any date range to see true quarterly performance.

## How It Works

The bottom line is you get immediate answers about your finances without manual logging in or copying any numbers from dashboards.

1. Connect your AI client credentials using OAuth within Vinkius to grant access to QuickBooks Online data.
2. Ask your agent a specific question or give a command, like 'Show me all overdue invoices for Acme Corp.'
3. The MCP executes the necessary function calls and returns structured, actionable financial data directly to your chat window.

## Frequently Asked Questions

**How do I run a Profit & Loss report using QuickBooks Online MCP?**
To run a P&L report, you use the `profit_and_loss` tool and provide the start and end dates in YYYY-MM-DD format. The agent then pulls the structured financial statement data for that period.

**Can I list all invoices using the QuickBooks Online MCP?**
Yes, you can use the `list_invoices` tool. This command retrieves a complete list of every invoice currently stored in your account records for review.

**What if I need data that isn't in a standard report? Do I use the query tool?**
Absolutely. If you need to combine multiple metrics or filter by criteria not available in standard reports, use the `query` tool. You write a specific query language statement to pull exactly what you need.

**Does QuickBooks Online MCP handle tax rates?**
Yes. When generating an invoice using `create_invoice`, you can specify line items and taxes, ensuring the billing record adheres to your required financial structure.

**How do I find out what payments are linked to a specific invoice ID?**
You use the MCP's payment tools. You ask for payment details using `get_payment` and specify the related invoice to cross-reference, giving you a full picture of payment status.