Connect your QuickBooks Online account to Goodweek to manage invoices, customers, vendors, bills, expenses, and financial reports directly from your AI workspace.
ℹ️ Governance note
Goodweek will never exceed the access levels granted to the user within QuickBooks Online, guaranteeing alignment with your organization's governance policies. Outcomes and available features may vary depending on each user's specific permissions and authenticated access.
📋 Prerequisites
Before any user can see and connect the QuickBooks integration, your organization admin must first enable it from the Goodweek Admin Panel under the Integrations tab.
Admin Setup
The QuickBooks integration uses OAuth 2.0 and does not require any admin-level approval within QuickBooks before users can connect. The connecting user must have access to the QuickBooks Online company they want to link.
⚠️ QuickBooks Online only
This integration supports QuickBooks Online only. QuickBooks Desktop is not compatible with this integration.
User Connection
In Goodweek, go to Integrations.
Find QuickBooks and click Connect.
You will be redirected to Intuit, where you will be asked to sign in and select the QuickBooks Online company to connect.
Click Connect to grant access and return to Goodweek.
Important Notes
Each user must connect their own account individually.
If you manage multiple QuickBooks Online companies, you will need to select and connect the correct company during the authorization step.
You can revoke Goodweek's access at any time from QuickBooks Online → Settings → Authorized apps → Composio → Revoke access.
Available Tools
Tool | Description | Type |
Query Invoices | Searches and filters QuickBooks invoices with flexible query conditions and pagination. | Read |
List Invoices | Lists invoices via the QuickBooks query endpoint with optional pagination. | Read |
Read Invoice | Retrieves a QuickBooks invoice by ID with full details including line items and tax. | Read |
Get Invoice PDF | Downloads a QuickBooks invoice as a PDF file. | Read |
Create Invoice | Creates a new invoice in QuickBooks for a customer with line items and pricing. | Write |
Update Full Invoice | Fully replaces an existing invoice's content in QuickBooks. | Write |
Update Sparse Invoice | Partially updates specific fields of an existing QuickBooks invoice. | Write |
Query Customer Entities | Searches for QuickBooks customers using SQL-like query syntax. | Read |
Read Customer | Retrieves a QuickBooks customer record by its ID. | Read |
Create Customer | Creates a new customer in QuickBooks with contact and billing details. | Write |
Customer Balance Report | Generates a customer balance report showing outstanding balances. | Read |
Customer Balance Detail | Generates a detailed balance report for a specific customer. | Read |
Query Vendor Entities | Searches for QuickBooks vendors using SQL-like query syntax. | Read |
Read Vendor | Retrieves a QuickBooks vendor record by its ID. | Read |
Create Vendor | Creates a new vendor in QuickBooks with contact and payment details. | Write |
Query Bills | Searches and filters QuickBooks bills with query conditions and pagination. | Read |
Get Bill | Retrieves a QuickBooks bill by its ID with vendor and line item details. | Read |
Create Bill | Creates a new vendor bill in QuickBooks representing an AP transaction. | Write |
Create Bill Payment | Records a payment against one or more vendor bills in QuickBooks. | Write |
Get Bill Payment | Retrieves details of a specific bill payment by its ID. | Read |
Create Payment | Creates a customer payment record in QuickBooks against one or more invoices. | Write |
Query Payment Entities | Searches for customer payment records using SQL-like query syntax. | Read |
Create Credit Memo | Creates a credit memo to issue credit to a customer for returns or adjustments. | Write |
Get Credit Memo | Retrieves a QuickBooks credit memo by its ID. | Read |
Get Credit Memo PDF | Downloads a QuickBooks credit memo as a PDF. | Read |
Create Estimate | Creates a new estimate (quote or proposal) in QuickBooks for a customer. | Write |
Get Estimate | Retrieves a QuickBooks estimate by its ID. | Read |
Get Estimate PDF | Downloads a QuickBooks estimate as a PDF. | Read |
Create Purchase | Creates a new purchase transaction (cash or credit card expense) in QuickBooks. | Write |
Get Purchase | Retrieves full details of a specific purchase by its ID. | Read |
Create Purchase Order | Creates a new purchase order in QuickBooks to send to a vendor. | Write |
Get Purchase Order | Retrieves a QuickBooks purchase order by its ID. | Read |
Get Purchase Order PDF | Downloads a QuickBooks purchase order as a PDF. | Read |
Create Sales Receipt | Creates a sales receipt in QuickBooks for payments received immediately at time of sale. | Write |
Get Sales Receipt PDF | Downloads a QuickBooks sales receipt as a PDF. | Read |
Create Vendor Credit | Records a credit from a vendor that reduces the amount owed to them. | Write |
Query Item Entities | Searches for QuickBooks products and services (items) using SQL-like query syntax. | Read |
Create Item | Creates a new product or service item in QuickBooks Online. | Write |
Query QuickBooks Entities | Executes SQL-like queries on any QuickBooks entity type for flexible data retrieval. | Read |
Get Profit and Loss Report | Generates a P&L report showing income and expenses over a period. | Read |
Get Balance Sheet Report | Generates a balance sheet showing assets, liabilities, and equity. | Read |
Get General Ledger Report | Generates a general ledger report showing all transactions with debits, credits, and running balances. | Read |
Get Report - Cash Flow | Generates a cash flow report showing operating, investing, and financing cash movements. | Read |
Get Aged Receivables Report | Generates an aged receivables report showing outstanding customer balances by age bracket. | Read |
Get Report - Aged Payables | Generates an aged payables summary showing outstanding vendor balances by age bracket. | Read |
Get Company Info | Retrieves basic QuickBooks company information including name and addresses. | Read |
Create Journal Entry | Creates a manual journal entry in QuickBooks Online with debit and credit line items. | Write |
Create Employee | Creates a new employee record in QuickBooks. | Write |
Query Account Entities | Searches for chart of account entries in QuickBooks using SQL-like query syntax. | Read |
Create Account | Creates a new chart of account entry in QuickBooks. | Write |
Use Cases
Create and manage invoices from conversations. Generate new QuickBooks invoices for customers, add line items, and download PDFs directly from Goodweek without navigating the QuickBooks interface.
Pull financial reports on demand. Retrieve Profit & Loss, Balance Sheet, Cash Flow, or Aged Receivables reports from QuickBooks within a Goodweek conversation for quick financial review.
Record bills and vendor payments. Create vendor bills when goods or services are received and log payments against them from Goodweek to keep accounts payable up to date.
Search customers, vendors, and transactions. Use SQL-like queries to find specific QuickBooks records by name, date, or amount from Goodweek without browsing the QuickBooks UI.
Troubleshooting
Connected the wrong QuickBooks company
Disconnect the integration from Goodweek and reconnect. During the Intuit authorization step, select the correct company from the company selector.
Integration not visible in Goodweek
Make sure your organization admin has enabled the QuickBooks integration from the Goodweek Admin Panel under the Integrations tab.