---
title: QuickBooks
summary: Manage invoices, expenses, customers, vendors, and financial reports in QuickBooks Online.
---

# QuickBooks

Manage invoices, expenses, customers, vendors, and financial reports in QuickBooks Online.

## What it does

Connects an agent to QuickBooks Online. Agents can list and create invoices, send an invoice, manage customers and vendors, list and create expenses, list accounts, and pull a profit-and-loss or balance sheet report.

## Setup

1. Go to **Settings → Integrations → QuickBooks**.
2. Click **Connect** and authorize via OAuth 2.0.
3. Choose which QuickBooks company file the agent should work with.
4. Assign the connection to an agent.

## Scopes requested

Full accounting access on the connected QuickBooks company.

## Typical use

An agent that creates and sends an invoice the moment a deal closes, or one that pulls a profit-and-loss report when you ask how the business is doing this quarter.

## Related

- [Integrations Guide](/en/docs/guides/integrations-guide): the full catalog and security model these connections share
- [Xero](/en/docs/integrations/xero): a similar accounting alternative