Content: 00397.zip (21.88 KB)
Uploaded: 22.12.2025

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$7.55
This automation template enables AI systems to interact with QuickBooks Online by performing CRUD operations on financial entities through an MCP server. Acts as a middleware layer between AI agents and accounting data.

## Who it´s for
- AI developers integrating accounting functions into agents.
- Companies automating financial workflows with AI.
- Accounting services extending QuickBooks functionality via API.

## What the automation does
- Accepts requests from AI agents via MCP server.
- Creates, reads, updates, and deletes customers, vendors, employees, and items.
- Manages bills, invoices, payments, and estimates in QuickBooks.
- Retrieves financial reports on demand.
- Automates routine tasks like employee onboarding or invoice creation.

## What´s included
- Ready-to-use n8n workflow.
- Trigger and handler logic for AI commands.
- Integrations with QuickBooks Online and AI Agents via MCP Server.
- Basic setup and adaptation guide.

## Requirements for setup
- n8n account (cloud or self-hosted).
- QuickBooks Online account with API access.
- Configured MCP server to receive AI agent requests.
- API keys and OAuth credentials for QuickBooks.

## Benefits and outcomes
- Reduced manual accounting workload.
- Fast integration of AI with financial systems.
- High data accuracy through automated sync.
- Scalable: one template handles multiple entity types.
- Faster business processes — from request to document in QuickBooks.

## Important: template only
Important: you are purchasing a ready-made automation workflow template only. Rollout into your infrastructure, connecting specific accounts and services, 1:1 setup help, custom adjustments for non-standard stacks and any consulting support are provided as a separate paid service at an individual rate. To discuss custom work or 1:1 help, contact via Telegram: @gleb923.
QuickBooks AI integration
automate QuickBooks with AI
MCP server for QuickBooks Online
create invoices in QuickBooks
manage QuickBooks customers
process payments QuickBooks
handle bills via AI
QuickBooks Online API
CRUD operations QuickBooks
AI accounting automation
financial data management AI
sync QuickBooks data
manage vendors QuickBooks
add employees QuickBooks
generate QuickBooks reports
AI agent for accounting
n8n QuickBooks integration
accounting automation via MCP
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