QuickBooks

QuickBooks Online is the CFO agent’s accounting ground truth. The CFO pulls the profit-and-loss summary, bank balances, open receivables with aging, and the expense ledger to compute runway, pick overdue invoices for collection follow-up, and spot cost-savings opportunities. With a sufficiently high autonomy level the CFO can also create and send invoices; every such write produces a decision record with its reasoning chain so your CPA’s review stays clean.

Before you start

• Plan: any plan. Counts as one integration toward your plan’s quota.
• A QuickBooks Online company you administer. The Intuit consent screen asks you to pick the company; its realm ID is captured from the callback and validated as numeric.
• The platform requests the com.intuit.quickbooks.accounting scope. Tokens are refreshed automatically against Intuit’s token endpoint; rotated refresh tokens are re-encrypted into the vault on each refresh.

Connect

1. Open Settings → Connectors and click + on QuickBooks.
2. The Connect QuickBooks dialog has no fields; click Authorize account.
3. A popup opens Intuit’s consent screen. Sign in, choose the company, and click Connect. If nothing opens, allow popups for ultimateteam.ai and click again. The authorization link is single-use and expires after 10 minutes.
4. The popup closes and QuickBooks appears under Connected. The platform verifies the connection with GET /companyinfo/{realm_id} before saving; a failed verification saves nothing.

Connector tools

Tool	Action	What it does
get_accounting_snapshot	read	Complete USD accounting snapshot used for durable reconciliation
get_financial_summary	read	Profit & loss summary for a date range
get_cash_position	read	Bank account balances and cash position
get_outstanding_receivables	read	Unpaid invoices with aging breakdown
get_expense_breakdown	read	Expenses by category for a period
create_and_send_invoice	write	Create an invoice and optionally mark it to be emailed by QuickBooks
reconcile_payments	read	Match recent payments to outstanding invoices

The accounting snapshot additionally requires an unrestricted read scope: if you exclude fields, add filters, or limit the date range in the policy, get_accounting_snapshot refuses rather than returning a partial ledger.

Permissions

See Permission model. On Starter the policy allows Read and Create; invoice creation goes through the Autonomy Engine and your approval queue according to your autonomy level.

Disconnect

Click the trash icon on the QuickBooks row and confirm. The tokens are revoked from the vault. To also revoke on Intuit’s side, open your Intuit account’s Apps page and disconnect UltimateTeam.ai.