Individual skill

quickbooks-online

Use when integrating with QuickBooks Online for invoicing, estimates, customers, and payments. Handles OAuth 2.0 auth, token refresh, and sandbox/production environments.

skills/quickbooks-online/SKILL.md

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Sep 11, 2026
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# QuickBooks Online Integration Skill

## Overview
Integrates a small business with QuickBooks Online for customer management, estimates, invoices, and payment tracking. Uses Intuit's OAuth 2.0 flow with automatic token refresh. Designed for agent-mediated use: owners text commands, agent executes QB API calls.

## When to Use
- **Create/send estimates** from estimator-engine output
- **Convert estimates to invoices** when job is booked
- **Record payments** (Stripe webhook → QB payment)
- **Sync customers** between CRM and QB
- **Pull reports** for weekly owner summary (AR aging, revenue, outstanding estimates)

## Don't Use For
- Complex inventory/assembly tracking
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