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Overview

QuickBooks Online is cloud accounting software for managing your chart of accounts, customers, vendors, invoices, bills, and payments. Connect it to Civic to let your AI agent handle bookkeeping tasks and generate financial reports.

Add to Civic

Connect QuickBooks Online at nexus.civic.com

Available Tools (9)

ToolDescription
accountsGet and list QuickBooks chart of accounts
billsManage QuickBooks bills (create, get, list, update, delete)
customersManage QuickBooks customers (create, get, list, update, delete)
employeesManage QuickBooks employees (create, get, list, update)
invoicesManage QuickBooks invoices (create, get, list, update, delete)
itemsManage QuickBooks items — inventory, service, and non-inventory (create, get, list, update, delete)
paymentsManage QuickBooks payments (create, get, list, update, delete)
reportsGenerate QuickBooks financial reports (balance sheet, P&L, cash flow, aged receivables, and more)
vendorsManage QuickBooks vendors (create, get, list, update, delete)

Guardrails

This server supports all 14 universal guardrails. No server-specific guardrails are available.