# quickbooks

This skill wires your agent into QuickBooks through Membrane, so it can pull invoices, customers and payments without you writing auth code.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 338 installs · ★ 270
- Author: membrane
- License: MIT · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/membranedev/application-skills/tree/HEAD/skills/quickbooks/SKILL.md
- Updated: 2026-04-28
- HTML: https://affpapa.org/en/nevibecode/skills/quickbooks

## What it does

The skill exposes QuickBooks entities to the agent: Account, Bill, Customer, Invoice, Payment, Product, Purchase, Sales Receipt and more. Actions are found by describing what you want in plain language, then run against a specific connection — fetch an invoice by ID, add a customer, record a payment.

Membrane handles the OAuth side, including token refresh, so there is no credential plumbing to maintain. Setup starts with the CLI: `npm install -g @membranehq/cli@latest`, then `membrane login --tenant --clientName=<agentType>`. A connection is created with `membrane connection ensure "https://quickbooks.intuit.com" --json`; if it comes back as `BUILDING`, keep polling with `npx @membranehq/cli connection get <id> --wait --json` until the state changes.

You need network access and a Membrane account, and the free tier is enough to start. Without either, nothing runs. For cases the built-in actions do not cover, requests can go straight to the QuickBooks API through Membrane's proxy, which appends the base URL and injects the auth headers for you.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add membranedev/application-skills --skill quickbooks -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/quickbooks/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/quickbooks/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add membranedev/application-skills --skill quickbooks -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/quickbooks/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add membranedev/application-skills --skill quickbooks -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/quickbooks/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install membranedev/application-skills quickbooks
```

2. **Manually: put the files in place**
- File: `.github/skills/quickbooks/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add membranedev/application-skills --skill quickbooks -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/membranedev/application-skills --path skills/quickbooks
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/quickbooks/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add membranedev/application-skills --skill quickbooks -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/membranedev/application-skills/tree/HEAD/skills/quickbooks/SKILL.md

## When to use it
- pull a customer list out of QuickBooks
- create an invoice from order data
- look up a payment by its ID
- add a new vendor to the books
- raise a purchase order from the chat

## Example prompts
- List every customer added to QuickBooks this month
- Create an invoice for customer ID 42 using the order total
- Find the payment by ID and tell me which invoice it belongs to

## Source text · SKILL.md · MIT

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: 64c3d0d9efda560a.

BEGIN THIRD-PARTY FILE 64c3d0d9efda560a
````text
---
name: quickbooks
description: |
  Quickbooks integration. Manage accounting data, records, and workflows. Use when the user wants to interact with Quickbooks data.
compatibility: Requires network access and a valid Membrane account (Free tier supported).
license: MIT
homepage: https://getmembrane.com
repository: https://github.com/membranedev/application-skills
metadata:
  author: membrane
  version: "1.0"
  categories: "Accounting"
---

# Quickbooks

Quickbooks is a popular accounting software used by small businesses to manage their finances. It helps with tasks like invoicing, payroll, and tracking expenses. Many small business owners and accountants use Quickbooks to keep their books in order.

Official docs: https://developer.intuit.com/app/developer/qbo/docs/develop/overview

## Quickbooks Overview

- **Account**
- **Bill**
- **Bill Payment**
- **Company Info**
- **Customer**
- **Invoice**
- **Payment**
- **Product**
- **Purchase**
- **Sales Receipt**
- **Tax Agency**
- **Transfer**

## Working with Quickbooks

This skill uses the Membrane CLI to interact with Quickbooks. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.

### Install the CLI

Install the Membrane CLI so you can run `membrane` from the terminal:

```bash
npm install -g @membranehq/cli@latest
```

### Authentication

```bash
membrane login --tenant --clientName=<agentType>
```

This will either open a browser for authentication or print an authorization URL to the console, depending on whether interactive mode is available.

**Headless environments:** The command will print an authorization URL. Ask the user to open it in a browser. When they see a code after completing login, finish with:

```bash
membrane login complete <code>
```

Add `--json` to any command for machine-readable JSON output.

**Agent Types** : claude, openclaw, codex, warp, windsurf, etc. Those will be used to adjust tooling to be used best with your harness

### Connecting to Quickbooks

Use `membrane connection ensure` to find or create a connection by app URL or domain:

```bash
membrane connection ensure "https://quickbooks.intuit.com" --json
```
The user completes authentication in the browser. The output contains the new connection id.

This is the fastest way to get a connection. The URL is normalized to a domain and matched against known apps. If no app is found, one is created and a connector is built automatically.

If the returned connection has `state: "READY"`, skip to **Step 2**.

#### 1b. Wait for the connection to be ready

If the connection is in `BUILDING` state, poll until it's ready:

```bash
npx @membranehq/cli connection get <id> --wait --json
```
````
END THIRD-PARTY FILE 64c3d0d9efda560a

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First 2754 of 8051 bytes. © membrane · MIT · https://github.com/membranedev/application-skills/tree/HEAD/skills/quickbooks/SKILL.md

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---
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