QuickBooks Online

Overview

The QuickBooks Online (QBO) integration gives Bumblebee read-only access to your cloud accounting data hosted on Intuit's QBO platform. Use it to pull financial reports, query transactional records, and surface customer, vendor, and product insights -- all without leaving your Bumblebee workflows.

Prerequisites & Setup

Before setting up the QuickBooks Online integration, you need:

• An active QuickBooks Online account (Simple Start, Essentials, Plus, or Advanced)
• Administrator access to your QBO company
• OAuth2 credentials from the Intuit Developer Portal

Authorize via Intuit OAuth

QBO uses an OAuth2 authorization code flow. Bumblebee needs the following credentials, which are obtained through the Intuit OAuth consent process.

Configure in Bumblebee

1. Go to the Integrations page in Bumblebee
2. Select QuickBooks Online
3. Complete the OAuth authorization flow to grant Bumblebee access to your QBO company
4. Bumblebee stores and auto-refreshes your tokens -- no manual token management required
5. Click Test Connection
6. Save the configuration

Available Tools

Company (1 tool)

• get_company_info - Get QuickBooks Online company information including name, address, industry, and subscription details.

Query (1 tool)

• query - Execute a SQL-like query against QuickBooks Online data. Supports SELECT on any entity (Invoice, Customer, Payment, Vendor, Bill, Account, Item, Estimate, SalesReceipt, CreditMemo, JournalEntry, Purchase, Deposit, Transfer, PurchaseOrder, Employee). Required: statement (str). Optional: max_results (int, default 100)

Financial Reports (3 tools)

• get_profitandloss_report - Get Profit and Loss (income statement) report. Optional: start_date (str), end_date (str)
• get_balancesheet_report - Get Balance Sheet report. Optional: start_date (str), end_date (str)
• get_cashflow_report - Get Cash Flow statement. Optional: start_date (str), end_date (str)

Customer Insights (3 tools)

• get_customerincome_report - Get revenue breakdown by customer for a date range. Optional: start_date (str), end_date (str)
• get_customerbalance_report - Get outstanding balance owed by each customer. Optional: start_date (str), end_date (str)
• get_agedreceivables_report - Get aged receivables report showing overdue customer invoices grouped by aging period. Optional: start_date (str), end_date (str)

Vendor Insights (3 tools)

• get_agedpayables_report - Get aged payables report showing overdue vendor bills grouped by aging period. Optional: start_date (str), end_date (str)
• get_vendorbalance_report - Get outstanding balance owed to each vendor. Optional: start_date (str), end_date (str)
• get_vendorexpenses_report - Get expense breakdown by vendor for a date range. Optional: start_date (str), end_date (str)

Product Insights (1 tool)

• get_itemsales_report - Get sales breakdown by product/service item for a date range. Optional: start_date (str), end_date (str)