quickbooks-online

quickbooks-online is a skill for Claude Code, Codex from hewi333/Mom-n-Pop-Skills. It costs 39 tokens per session (2,057 once invoked), scanned A, original, MIT.

An integration with QuickBooks Online, an online bookkeeping service, for customers, estimates, invoices, payments, and reports. It uses OAuth 2.0, a standard permission system for connecting applications, and refreshes access tokens automatically.

In plain words
What is it for?
Creating or sending estimates, turning booked estimates into invoices, recording payments from Stripe, syncing customers with a CRM, and retrieving accounts-receivable or revenue reports.
Why use it?
It removes the need to manually copy sales and payment information between an agent and QuickBooks.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Creating or sending estimates, turning booked estimates into invoices, recording payments from Stripe, syncing customers with a CRM, and retrieving accounts-receivable or revenue reports.

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Install with agentmods
npx agentmods add skills/hewi333/mom-n-pop-skills/quickbooks-online
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add hewi333/Mom-n-Pop-Skills --skill quickbooks-online
Clone the repo
git clone --depth 1 https://github.com/hewi333/Mom-n-Pop-Skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for quickbooks-online

README.md
[![agentmods](https://agentmods.dev/badge/skills/hewi333/mom-n-pop-skills/quickbooks-online/github.svg)](https://agentmods.dev/skills/hewi333/mom-n-pop-skills/quickbooks-online)
Your own site
<a href="https://agentmods.dev/skills/hewi333/mom-n-pop-skills/quickbooks-online"><img src="https://agentmods.dev/badge/skills/hewi333/mom-n-pop-skills/quickbooks-online/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for quickbooks-online

Your own site · 80×15
<a href="https://agentmods.dev/skills/hewi333/mom-n-pop-skills/quickbooks-online"><img src="https://agentmods.dev/badge/skills/hewi333/mom-n-pop-skills/quickbooks-online.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 39 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,057 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00039 $0.02057
Opus 5 $0.00019 $0.01028
Sonnet 5 $0.00008 $0.00411
Haiku 4.5 $0.00004 $0.00206

Measured 12d ago against content hash 1642cf4b8e92, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

quickbooks-online scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/quickbooks-online/SKILL.md · 217 lines

How it starts

The opening of the file, as written. The whole thing — 217 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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
  • Multi-currency or multi-entity accounting
  • Payroll or tax filing

Authentication (OAuth 2.0)

Required Credentials (Environment Variables)

QBO_CLIENT_ID=*** From Intuit Developer Dashboard
QBO_CLIENT_SECRET= # From Intuit Developer Dashboard
QBO_REDIRECT_URI= # e.g., https://your-domain.com/qbo/callback
QBO_ENVIRONMENT= # "sandbox" or "production"
QBO_COMPANY_ID= # Realm ID (set after first auth)

Token Storage

  • Store access_token + refresh_token + realm_id in ~/.hermes/qbo_tokens.json
  • Auto-refresh: access_token expires in 1 hour; refresh_token expires in 101 days
  • On 401: refresh token, retry once, then force re-auth if refresh fails

Auth Flow

  1. User visits: https://appcenter.intuit.com/connect/oauth2?client_id={id}&redirect_uri={uri}&scope=com.intuit.quickbooks.accounting&response_type=code&state={random}
  2. Callback receives code + realmId
  3. Exchange code for tokens: POST https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer
  4. Store tokens + realm_id

Core API Operations

Customers

# Create customer (from CRM lead)
POST /v3/company/{realmId}/customer
{
  "DisplayName": "John Smith",
  "PrimaryEmailAddr": {"Address": "[email protected]"},
  "PrimaryPhone": {"FreeFormNumber": "555-555-0123"},
  "BillAddr": {"Line1": "123 Main St", "City": "[CITY]", "CountrySubDivisionCode": "[STATE]", "PostalCode": "[ZIP]"},
  "Notes": "Lead from referral"
}

# Query customer
GET /v3/company/{realmId}/query?query=SELECT * FROM Customer WHERE DisplayName='John Smith'

Read the full file on GitHub · 217 lines

Files

What ships with it

3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 217 lines · 39 tokens per session scan A 1642cf4b8e92

Subscribe to this mod's changes

quickbooks-online is a skill published in the GitHub repository hewi333/Mom-n-Pop-Skills (120 stars, last pushed yesterday), licensed MIT. It adds 39 tokens to every session and 2,057 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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