Integration

Connect OpenAI to QuickBooks Online

When something happens in OpenAI, your agent does the next thing in QuickBooks Online. Describe it in plain language and the automation is built, tested on every branch and kept running.

OpenAI5 triggersOpenAI69 actionsQuickBooks Online11 triggersQuickBooks Online45 actions

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What do you want OpenAI and QuickBooks Online to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with OpenAI and QuickBooks Online

Triggers and actions 16 triggers · 114 actions

Trigger
New batch
List your organization's batches.
Trigger
New file
Returns a list of files.
Trigger
New model
Lists the currently available models.
Trigger
New vector store
Returns a list of vector stores.
Trigger
New video
List recently generated videos for the current project.
Action
Cancel batch
Cancels an in-progress batch.
Action
Cancel run
Cancels a run that is in_progress.
Action
Cancel vector store file batch
Cancel a vector store file batch.
Action
Content moderation
Classifies text for hate, harassment, self-harm, sexual, and violence categories using the Moderations API.
Action
Count input tokens
Returns input token counts of the request.
Action
Create assistant
Create an assistant with a model and instructions.
Action
Create chat completion
Sends a list of chat messages to a model via the Chat Completions API and returns the assistant's reply.
Action
Create completion
Creates a completion for the provided prompt and parameters.
Action
Create embedding
Generates a vector embedding for input text using an embeddings model (e.g. text-embedding-3-small).
Action
Create message
Create a message.
Action
Create run
Create a run.
Action
Creates and executes a batch from an uploaded file of requests
Creates and executes a batch from an uploaded file of requests
Action
Create thread
Create a thread.
Action
Create thread and run
Create a thread and run it in one request.
Action
Create vector store
Create a vector store.
Action
Create vector store file
Create a vector store file by attaching a File to a vector store.
Action
Create vector store file batch
Create a vector store file batch.
Action
Create video edit job
Create a new video generation job by editing a source or existing generated video.
Action
Create video extension
Create an extension of a completed video.
Action
Create video generation job
Create a new video generation job from a prompt and optional reference assets.
Action
Create video remix
Create a remix of a completed video using a refreshed prompt.
Action
Delete assistant
Delete an assistant.
Action
Delete eval run
Delete an eval run.
Action
Delete file
Delete a file and remove it from all vector stores.
Action
Delete message
Deletes a message.
Action
Delete thread
Delete a thread.
Action
Delete vector store
Delete a vector store.
Action
Delete vector store file
Delete a vector store file (removes from store, file itself not deleted).
Action
Delete video
Permanently delete a completed or failed video and its stored assets.
Action
Download video content
Download the generated video bytes or a derived preview asset.
Action
Edit image
Creates an edited or extended image given one or more source images and a prompt.
Action
Generate image
Generates an image from a text prompt using gpt-image-1 / DALL-E and returns the image URL or base64 data.
Action
Generate speech
Converts text into spoken audio using a TTS model and the selected voice. Returns audio bytes.
Action
Get assistant
Retrieves an assistant.
Action
Get batch
Retrieves a batch.
Action
Get file
Returns information about a specific file.
Action
Get file content
Returns the contents of the specified file.
Action
Get message
Retrieve a message.
Action
Get model
Retrieves a model instance.
Action
Get run
Retrieves a run.
Action
Get run step
Retrieves a run step.
Action
Get thread
Retrieves a thread.
Action
Get vector store
Retrieves a vector store.
Action
Get vector store file
Retrieves a vector store file.
Action
Get vector store file batch
Retrieves a vector store file batch.
Action
Get vector store file content
Retrieve the parsed contents of a vector store file.
Action
Get video
Fetch the latest metadata for a generated video.
Action
List conversation items
List all items for a conversation with the given ID.
Action
List files
Lists files that have been uploaded to your OpenAI account.
Action
List messages
Returns a list of messages for a given thread.
Action
List models
Lists the models currently available to your account.
Action
List runs
Returns a list of runs belonging to a thread.
Action
List run steps
Returns a list of run steps belonging to a run.
Action
List vector store file batch files
Returns a list of vector store files in a batch.
Action
List vector store files
Returns a list of vector store files.
Action
OpenAI agent message
Runs one AI agent turn on OpenAI and returns the model's reply. The turn is billed to the OpenAI account connected on this step, and the agent can call the account's AI tool automations.
Action
Retrieve response
Retrieves a previously created model response by its Response ID.
Action
Search vector store
Search a vector store for relevant chunks based on a query and filter.
Action
Send model a message
Sends a message to an OpenAI model via the Responses API and emits its response. Returns a Response ID usable as previous_response_id for multi-turn conversations.
Action
Submit tool outputs to run
Submit tool outputs when a run requires action.
Action
Transcribe audio
Transcribes audio into the input language.
Action
Translate audio
Translates audio into English.
Action
Update assistant
Modifies an assistant.
Action
Update message
Modifies a message.
Action
Update run
Modifies a run.
Action
Update thread
Modifies a thread.
Action
Update vector store
Modifies a vector store.
Action
Update vector store file attributes
Update attributes on a vector store file.
Action
Upload file
Upload a file that can be used across various endpoints.
Trigger
New bill
Polls for newly created bills (accounts payable), most recent first.
Trigger
New customer
Polls for newly created customers, most recent first.
Trigger
New estimate
Fires when a new estimate is created in QuickBooks Online.
Trigger
New invoice
Polls for newly created invoices, most recent first.
Trigger
New or updated customer
Fires when a QuickBooks customer is created or any of its details change.
Trigger
New or updated estimate
Fires when a QuickBooks estimate is created or edited.
Trigger
New or updated invoice
Fires when a QuickBooks invoice is created or edited — line items, amounts, due date, or status.
Trigger
New or updated item
Fires when a QuickBooks product or service item is created or edited.
Trigger
New or updated vendor
Fires when a QuickBooks vendor is created or any of its details change.
Trigger
New paid invoice
Polls for invoices that are fully paid (Balance = 0), most recently updated first.
Trigger
New payment
Polls for newly created customer payments, most recent first.
Action
Create account
Create an account in the QuickBooks chart of accounts — name, account type, and detail type.
Action
Create bill
Creates a new bill (accounts payable) for a vendor with a single account-based line item.
Action
Create credit memo
Creates a new credit memo for a customer with a single line item.
Action
Create customer
Creates a new customer in QuickBooks Online.
Action
Create estimate
Create a QuickBooks Online estimate (quote) for a customer.
Action
Create expense (purchase)
Creates a new expense (Purchase) paid from a bank/credit-card account with one account-based line.
Action
Create invoice
Creates a new invoice for a customer with a single line item.
Action
Create item (product/service)
Creates a new product or service item.
Action
Create journal entry
Create a QuickBooks journal entry with balanced debit and credit lines against the chart of accounts.
Action
Create payment
Records a customer payment, optionally applied against a specific invoice.
Action
Create refund receipt
Creates a new refund receipt for a customer with a single line item.
Action
Create sales receipt
Creates a new sales receipt for a customer with a single line item.
Action
Create vendor
Creates a new vendor in QuickBooks Online.
Action
Delete bill
Permanently delete a QuickBooks bill by Id.
Action
Delete credit memo
Permanently delete a QuickBooks credit memo by Id.
Action
Delete estimate
Permanently delete a QuickBooks estimate by Id.
Action
Delete invoice
Permanently delete a QuickBooks invoice by Id. Unlike voiding, this removes the transaction entirely.
Action
Delete sales receipt
Permanently delete a QuickBooks sales receipt by Id.
Action
Find account by name
Look up an account in the QuickBooks chart of accounts by its name.
Action
Find customer by name
Searches for a customer by display name and returns its Id and SyncToken.
Action
Find invoice by number
Look up a QuickBooks invoice by its document number (the invoice number customers see) rather than its internal Id.
Action
Find item by name
Look up a QuickBooks product or service item by its name.
Action
Find vendor by name
Look up a QuickBooks Online vendor by display name.
Action
Get bill balance
Returns the outstanding balance for a bill by its Id.
Action
Get customer by ID
Retrieves a single customer by its Id.
Action
Get estimate by ID
Retrieve a QuickBooks Online estimate by its ID.
Action
Get estimate PDF
Download the rendered PDF of a QuickBooks estimate by Id.
Action
Get invoice by ID
Retrieves a single invoice by its Id, including its balance.
Action
Get invoice PDF
Download the rendered PDF of a QuickBooks invoice by Id, for emailing or archiving.
Action
List accounts
List the accounts in the QuickBooks chart of accounts, with their type, detail type, and current balance.
Action
List attachments
List the files attached to a QuickBooks transaction or record, with their download links.
Action
List employees
List employees recorded in QuickBooks Online.
Action
List items
List products and services (items) defined in QuickBooks Online.
Action
Pay bill
Records a bill payment against a vendor bill, paid from the specified bank/credit-card account.
Action
Run query
Runs an arbitrary read-only QuickBooks Online query (QBO SQL-like syntax) and returns the raw QueryResponse.
Action
Send estimate
Email a QuickBooks Online estimate to the customer.
Action
Send invoice
Emails an invoice to the supplied email address (or the invoice's billing email if omitted).
Action
Update customer
Updates an existing customer (sparse update). Requires the customer Id and current SyncToken.
Action
Update estimate
Update an existing QuickBooks estimate by Id, changing only the fields supplied.
Action
Update invoice
Update an existing QuickBooks invoice by Id — a sparse update that changes only the fields supplied and leaves the rest of the invoice intact.
Action
Update item
Update an existing QuickBooks product or service item by Id — name, description, price, income account, or active flag.
Action
Update vendor
Update an existing QuickBooks vendor by Id — contact details, billing address, terms, or active flag.
Action
Upload attachment
Upload a file to QuickBooks and attach it to a transaction or record — a receipt on an expense, a contract on an invoice.
Action
Void invoice
Voids an existing invoice. Requires the invoice Id and current SyncToken.
Action
Void payment
Voids an existing customer payment. Requires the payment Id and current SyncToken.

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The other way round: QuickBooks Online to OpenAI