QuickBooks Online Plugin

Manage accounting operations in QuickBooks Online — record transactions, manage vendors and customers, handle invoicing, and query financial data.

Setup

1. Register at Intuit Developer Portal and create a QuickBooks app
2. Obtain Client ID and Client Secret
3. Install this plugin in Dify and enter the OAuth credentials
4. Authorize via the OAuth flow — the plugin automatically captures your Company ID (realm_id)
5. Select environment: Sandbox (testing) or Production (live accounting)

Required OAuth scope: com.intuit.quickbooks.accounting

Tools

Transactions

• Record Deposit — Record income deposits to bank accounts
• Record Expense — Record purchases and expenses
• Transfer Between Accounts — Move funds between accounts

Journal Entries

• Create Journal Entry — Create a new journal entry
• View Journal Entries — Query existing journal entries
• Edit Journal Entry — Update a journal entry
• Delete Journal Entry — Remove a journal entry

Invoicing & Billing

• Create Invoice — Create a customer invoice
• Record Bill — Record a vendor bill
• Pay Vendor Bills — Create bill payments
• Manage Sales Receipts — Create and query sales receipts
• Manage Credit Memos — Create and query credit memos
• Manage Refunds — Create and query refund receipts
• Manage Estimates — Create and query estimates
• Manage Customer Payments — Record customer payments

People & Companies

• Manage Vendors — Search or create vendors
• Manage Customers — Search or create customers
• Manage Employees — Search or create employees

Products & Accounts

• View Account Categories — Query chart of accounts with optional type filter (Bank, Income, Expense, etc.)
• Manage Products & Services — Search or create items
• Manage Classes — Search or create classes for categorization
• Manage Locations — Search or create departments/locations
• Manage Purchase Orders — Create and query purchase orders

Other

• Manage Attachments — Upload and manage file attachments
• Advanced Search — Query any QuickBooks entity with custom filters