Quickbooks Online
Connect it
In Keystile Automations → Connections → New connection, choose Quickbooks Online and sign in. Your AI tools and workflows then use it through Keystile; they never see the password or key.How connecting works.
Try it from your AI tool
Using Keystile, in Quickbooks Online: find account (List or search the chart of accounts to get an account Id (e.g. an expense account for a bill)).What it can do (13 actions)
| Action | What it does | Changes data |
|---|---|---|
| Create Bill | Creates a bill (accounts payable) in QuickBooks. | Yes |
| Create Expense | Creates an expense transaction (purchase) in QuickBooks. | Yes |
| Create Invoice | Creates an invoice in QuickBooks. | Yes |
| Create Vendor | Creates a vendor in QuickBooks. | Yes |
| Custom API Call | Make a custom API call to a specific endpoint | Yes |
| Find Account | List or search the chart of accounts to get an account Id (e.g. an expense account for a bill). | |
| Find Customer | Search for a customer by display name in QuickBooks. | |
| Find Invoice | Search for an invoice by its number in QuickBooks. | |
| Find Payment | Finds an existing payment in QuickBooks. | |
| Find Vendor | Search for a vendor in QuickBooks by display name, email address, or account number. | |
| Read AR/AP Aging | Reads an accounts receivable or accounts payable aging report from QuickBooks. | |
| Record Bill Payment (AP) | Pays one or more vendor bills in QuickBooks, in full or in part, by check or credit card. | Yes |
| Record Payment | Records a customer payment in QuickBooks, optionally applying it to invoices. | Yes |
Start a workflow when… (8 triggers)
- New Invoice — Triggers when an invoice is created .
- New Expense (Purchase) — Triggers when an Expense (Purchase) is created.
- New Customer — Triggers when a new customer is created.
- New Deposit — Triggers when a Deposit is created.
- New Transfer — Triggers when a Transfer is created.
- New or Updated Invoice — Triggers when an invoice is created or updated in QuickBooks.
- Payment Received — Triggers when a new customer payment is recorded in QuickBooks.
- New Bill — Triggers when a new bill (accounts payable) is created in QuickBooks.
How Keystile protects it
Every Quickbooks Online action is checked before it runs, whether it comes from an AI tool or a workflow. 7 of its actions change data; your rules, limits and budgets decide whether each is allowed, held for a person or stopped, and it all goes into the signed record.
Use Quickbooks Online with your AI assistant — safelyClaude, Cursor or ChatGPT do the work; Keystile checks every action first.
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