QuickBooks integration
QuickBooks Online is designed to help you manage your business finances with ease.
What your agents can do with QuickBooks
47 pre-built QuickBooks tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (39)
Void Invoice
Voids an invoice.
Update Item
Updates an item.
Update Invoice
Updates an invoice.
Update Estimate
Updates an estimate.
Update Customer
Updates a customer.
Sparse Update Invoice
Sparse updating provides the ability to update a subset of properties for a given object; only elements specified in the request are updated. Missing elements are left untouched. The ID of the object to update is specified in the request body..
Send Invoice
Sends an invoice by email.
Send Estimate
Sends an estimate by email.
Search Vendors
Searches for vendors.
Search Time Activities
Searches for time activities.
Search Services
Search for services.
Search Query
Performs a search query against a Quickbooks entity.
And 27 more, available in the tool step browser.
Triggers (8)
New Item Updated
Emit new event when an item is updated.
New Item Created
Emit new event when a new item is created.
New Invoice Updated
Emit new event when an invoice is updated.
New Invoice Created
Emit new event when a new invoice is created.
New Employee Updated
Emit new event when an employee is updated.
New Employee Created
Emit new event when a new employee is created.
New Customer Updated
Emit new event when a customer is updated.
New Customer Created
Emit new event when a new customer is created.
Set up QuickBooks in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your QuickBooks account
In Relevance AI, open Integrations and add QuickBooks. You will be sent to QuickBooks to sign in and approve access, and the connection is stored against your workspace.
Use QuickBooks in an agent
Create a tool, add a QuickBooks tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put QuickBooks to work in your agents
Connect QuickBooks alongside 1,800+ other integrations and let your agents run the busywork.