quickbooks-skill

QuickBooks Skill for Claude Code

Read-only access to QuickBooks Online data from Claude Code.

Features

• Query customers, vendors, employees, accounts, and items
• Query transactions: invoices, bills, purchases, deposits, payments
• Query time activities, estimates, sales receipts, credit memos, journal entries
• Date filtering with configurable date fields
• Automatic pagination for large result sets
• OAuth 2.0 token management with automatic refresh

Installation

This plugin is installed at `~/.claude/plugins/quickbooks-skill/`.

Install dependencies:

cd ~/.claude/plugins/quickbooks-skill
npm install

Setup

1. Create a QuickBooks App

1. Go to https://developer.intuit.com/
2. Sign in with your Intuit account
3. Click "Dashboard" and then "Create an app"
4. Select "QuickBooks Online and Payments"
5. Name your app (e.g., "Claude QuickBooks Skill")
6. Click "Create app"

2. Get OAuth Credentials

1. In your app dashboard, go to "Keys & OAuth"
2. Under "Production" (or "Development" for testing):
   • Copy the Client ID
   • Copy the Client Secret

3. Authorize and Get Tokens

1. In the Intuit developer portal, use the "OAuth 2.0 Playground" or "API Explorer"
2. Click "Connect to QuickBooks"
3. Select your QuickBooks company and authorize
4. Note the following from the response:
   • Realm ID (Company ID) - shown in the URL or response
   • Refresh Token - from the token response

4. Create Credentials File

Create `.claude/quickbooks-skill.local.json` in your project directory:

{
  "client_id": "ABxxxxxxxxxxxxxxxxxxxxxxxxxx",
  "client_secret": "xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx",
  "realm_id": "123456789012345",
  "refresh_token": "AB11xxxx..."
}

5. Get Access Token

npx tsx ~/.claude/plugins/quickbooks-skill/scripts/quickbooks.ts refresh

This exchanges your refresh token for an access token and saves it to your credentials file.

6. Verify Connection

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