QuickBooks User Connector

Connect your own QuickBooks Online account to Abacus.AI so that ChatLLM Teams chats with RouteLLM, the Abacus AI Agent and Custom Chatbots can read and write your accounting data under your own Intuit identity.

Prerequisites

• Access to ChatLLM Teams
• A QuickBooks Online account
• For the required config connector: administrative access in Abacus.AI to create connectors, and your QuickBooks Company ID (Realm ID)

Config connector (required)

Config connector required

A config connector is required for the QuickBooks user connector to work. User-level authentication depends on it to supply the OAuth client configuration, the scopes and the Company ID. Without it, users cannot authenticate and API calls have no company to target.

An organization administrator creates it once:

1. Navigate to the Connected Services Dashboard.
2. Click Add New Connector.
3. Select QuickBooks from the "Select a Service" popup.
4. Toggle Config Only to Yes.
5. Enter the Company ID (Realm ID) of your QuickBooks Online company. You can find it in QuickBooks Online under Settings → Additional information.
6. (Optional) Adjust the Scopes. The defaults provide full accounting access:
   • com.intuit.quickbooks.accounting — full access to QuickBooks accounting data (required)
   • email, openid, profile — sign the user in and read their email and profile
7. Click Create.

Users who connected QuickBooks before a scope or Company ID change must reconnect it from Profile → User Connectors.

Use QuickBooks in ChatLLM

Step 1 — Connect QuickBooks

In ChatLLM Teams, click the Connectors link on the home page, or click your profile in the top right and navigate to Profile → User Connectors.

1. Scroll the connector list and click QuickBooks.
2. A browser pop-up opens asking you to sign in to QuickBooks and authorize Abacus.AI.
3. Review the requested permissions and click Allow (or Authorize).
4. After authorization completes, QuickBooks appears under your connected services and is ready to use.

info

User connectors are configured once per user and run under your own identity. After the connector is set up, every chatbot and the Abacus AI Agent in your workspace can query data from it.

Step 2 — Chat with RouteLLM

1. Open a new chat in ChatLLM Teams.
2. From the model selector, choose RouteLLM (route-llm). RouteLLM automatically routes each request to the most suitable underlying model, and is available for unlimited use to ChatLLM subscribers.

3. Ask a question that references QuickBooks, for example "List my open QuickBooks invoices". RouteLLM invokes the QuickBooks tool, fetches the data under your identity, and responds in chat.

The first time you query a newly connected service in a chat, you may be prompted to authorize the connector. Complete the sign-in once and the request continues automatically; subsequent requests reuse the connection.

tip

You don't need to train a Custom Chatbot to use QuickBooks with RouteLLM. Once the connector is configured in the User Connectors panel, it is immediately available across your workspace chats and to the Abacus AI Agent.

Optional: use QuickBooks in a purpose-built Custom Chatbot

If you want a dedicated bot with its own instructions and a restricted set of tools, train a Custom Chatbot in the Developer Platform and, under Advanced Options → Tool Use, select Quickbooks_Tool. You must also pick the QuickBooks config connector under **Config Connectors**; without it, the chatbot's users cannot authenticate. End users of that chatbot are prompted to sign in to QuickBooks once, and the bot then acts under each user's own identity. See the Custom Chatbots guide for the full training and deployment walkthrough.

Supported QuickBooks tool actions

The QuickBooks user connector provides a flexible REST wrapper that lets the AI agent call any QuickBooks Online API endpoint. The tool automatically handles authentication, token refresh, and the Company ID (Realm ID) prefix.

Operation	Endpoint Example	Description
List Customers	customer	Fetch all customers
Get Customer	customer/{id}	Fetch a specific customer by ID
List Invoices	invoice	Fetch all invoices
Get Invoice	invoice/{id}	Fetch a specific invoice by ID
List Items	item	Fetch products and services
List Accounts	account	Fetch chart of accounts
List Vendors	vendor	Fetch all vendors
List Bills	bill	Fetch all bills
List Payments	payment	Fetch all payments
List Employees	employee	Fetch all employees
Query Data	query?query=SELECT * FROM Customer	Run a QBO SQL-style query
Company Info	companyinfo/{realmId}	Fetch company profile
Run Report	reports/ProfitAndLoss	Run a standard QBO report
Preferences	preferences	Fetch company preferences

The tool supports all standard QuickBooks Online entities: Customer, Vendor, Employee, Invoice, Bill, Payment, Purchase, Estimate, CreditMemo, SalesReceipt, Account, JournalEntry, BillPayment, Item, TaxCode, TaxRate, Department, Class, and CompanyInfo.

Important notes

• Token refresh: OAuth tokens are refreshed automatically. QuickBooks refresh tokens are valid for 100 days.
• Rate limits: QuickBooks enforces API rate limits; the tool automatically retries with exponential backoff when limits are hit.
• Read and write: the QuickBooks tool supports GET, POST, PUT, PATCH and DELETE operations depending on the endpoint called.

Troubleshooting

• "Missing realm_id" error: the config connector has no Company ID. Edit it and add the Realm ID.
• Users cannot authenticate: verify that a config connector exists (and, for a Custom Chatbot, that it is selected under Tool Use → Config Connectors).
• Token expired: refresh tokens are valid for 100 days. Reconnect QuickBooks from Profile → User Connectors.
• Permission errors: ensure the com.intuit.quickbooks.accounting scope was granted during authorization.
• Wrong company data: verify the Company ID on the config connector matches the QuickBooks Online company you want to query.