QuickBooks Integration
OAuth2 Client CredentialsConnect your AI agent to QuickBooks Online. Manage invoices, track expenses, pull financial reports, and handle bill payments from conversations.
What your agent can do
With QuickBooks credentials, your agent gets full accounting access through the Intuit QuickBooks API.
Invoice management
Create, send, and track invoices. Manage payment terms, apply credits, and handle overdue follow-ups.
Expense tracking
Record expenses, categorize transactions, and manage vendor bills with automatic matching.
Financial reporting
Pull profit & loss statements, balance sheets, and cash flow reports on demand.
Customer management
Create and update customer records, view outstanding balances, and manage payment terms.
Bill pay
Create bills, schedule payments to vendors, and track accounts payable balances.
Prerequisites
- ✓A QuickBooks Online account (Simple Start, Essentials, Plus, or Advanced)
- ✓An Intuit Developer app with accounting scope
- ✓A ClawTrust agent on any plan (Starter, Pro, or Enterprise)
Step-by-step setup
Create an Intuit Developer app and add the OAuth2 credentials to your agent.
Create an Intuit Developer app
Go to developer.intuit.com, sign in, and click "Create an app". Select QuickBooks Online and Accounting as the scope.
Configure OAuth2 settings
In your app settings, add the redirect URI for your authorization flow. Select the accounting scopes your agent needs (com.intuit.quickbooks.accounting).
Copy Client ID and Secret
Navigate to the Keys & credentials section. Copy the Client ID and Client Secret for the production environment.
Add to ClawTrust
In your agent's dashboard, go to Credentials > Add Credential. Select "OAuth2 Client Credentials", enter Client ID and Secret, and set allowed domains to *.intuit.com and *.quickbooks.com.
Credential details
Type
Auth flow
Client ID + Secret → Access TokenAllowed domains
*.intuit.com, *.quickbooks.comFields
Client ID and Client Secret (two fields)Example actions
Once connected, you can ask your agent to perform actions like these.
"Create an invoice for $2,500 to Acme Corp for web development services"
Creates a QuickBooks invoice with line items and sends it to the customer.
"Show me the profit and loss statement for Q1"
Pulls the P&L report for the specified period and returns a summary.
"Record a $150 expense for office supplies, categorize as Office Expenses"
Creates an expense entry with the correct account category.
"What is the outstanding balance for all customers?"
Queries accounts receivable and returns a list of customers with open balances.
Ready to connect your agent to QuickBooks?
Add your OAuth2 credentials and your agent starts managing accounting data immediately.