Claude and QuickBooks Online

Claude

Actions

• Ask ClaudeAsk Claude to write, summarise or answer something, and get its reply.
• Start an agentHand a task to an agent you've set up in the Claude Console. It works on its own in Anthropic's cloud, so follow this step with 'Wait for a Claude agent's reply' to get its answer.
• Wait for an agent's replyWait until a Claude agent has finished its task, then get its reply. If the agent asks permission to use a tool, this step declines, as nobody is there to approve it.

QuickBooks Online

Triggers

• New QuickBooks customerRuns when a customer is added in QuickBooks Online.
• New QuickBooks vendorRuns when a vendor is added in QuickBooks Online.
• New QuickBooks invoiceRuns when an invoice is created in QuickBooks Online.
• QuickBooks invoice paidRuns when a customer payment pays off an invoice in QuickBooks Online.
• New QuickBooks paymentRuns when a customer payment is recorded in QuickBooks Online.
• New QuickBooks billRuns when a bill is entered in QuickBooks Online.

Actions

• Get QuickBooks company infoRead the connected company's name, legal name, address, contact details, country and fiscal year start.
• List QuickBooks accountsList accounts from the chart of accounts, optionally narrowed by type, classification or name. Returns one page; use start_position to get the next.
• Create a QuickBooks accountAdd an account to the chart of accounts, such as a new bank account or expense category. QuickBooks accounts can't be deleted, only made inactive in QuickBooks.
• List QuickBooks customersList customers, optionally narrowed by name, email or when they last changed. Returns one page; use start_position to get the next.
• Get a QuickBooks customerRetrieve a single customer by ID from QuickBooks Online.
• Create a QuickBooks customerCreate a new customer in QuickBooks Online.