Review outstanding invoices
Find customer [name] and list their invoices with open balances. Show invoice numbers, due dates, original amounts, and remaining balances. Separate overdue invoices as of [date].
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QuickBooks Online AI Employee
Leina connects to QuickBooks Online to help you review open invoices, record received payments, and summarize financial reports. Ask in your team chat. Leina does the work and brings back the result.
Connect QuickBooks Online, choose what to share, and hand off your first task.
Leina + QuickBooks Online Example Result
You
Record the USD 1,500 received from Cedar Studio on September 30, reference BANK-0930. Apply USD 1,000 to invoice 1042 and USD 500 to invoice 1048.
Leina
The payment is allocated across both invoices. Invoice 1042 is settled; invoice 1048 has USD 300 remaining.
QuickBooks · Example payment record
Cedar Studio · USD 1,500
USD 1,500 received and allocated to two invoices; USD 300 remains due.
- Payment details
- September 30 · USD 1,500 · Reference BANK-0930
- Invoice 1042
- USD 1,000 applied · Remaining balance USD 0
- Invoice 1048
- USD 500 applied · Remaining balance USD 300
What Is a QuickBooks Online AI Agent?
A QuickBooks Online AI agent uses your authorized company connection to read accounting records and carry out the changes you request. Ask it to check receivables, allocate a received payment, or summarize a financial report.
You specify the source and the destination. Leina uses the content available to your connection and returns the result for you to review.
QuickBooks Online
QuickBooks Online is accounting software for managing invoices, expenses, payments, and business financial reports.
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Specify the received payment
Provide the customer, date, amount, reference, and invoice allocations.
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Check customer and invoices
Find matching records and inspect their open balances.
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Record the payment
Create a customer payment with the specified invoice allocations.
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Read the updated balances
Return the payment record and check what remains due.
What to Ask Leina to Do with QuickBooks Online
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Record received payment
Record the [amount and currency] received from [customer] on [date], reference [reference]. Apply [amount] to invoice [number] and [amount] to invoice [number], then show the payment record and remaining invoice balances.
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Create a customer invoice
Create an invoice for [customer] dated [date], due [date], for [product or service, quantity, and unit price]. Use the existing product or service records and include this customer memo: [memo].
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Review monthly financial reports
Run the profit and loss report for [month] and balance sheet as of [month end], using accrual accounting. Summarize revenue, expenses, net income, assets, and liabilities, preserving the report currency and dates.
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Save a month-end summary in Notion
Read the QuickBooks profit and loss report for [month] on [cash or accrual] basis. Create a summary under Notion page [page link], including revenue, expenses, net income, currency, and questions for the finance team.
quickbooks + Notion
Your next QuickBooks Online task can start with a message.
Connect. Ask. Get the Result.
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
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Connect Your Account
Connect the tools involved and give Leina access to the content it needs.
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Try a Task
Share the source material, say where the result belongs, and describe what you need.
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Check the Result
Review the result and any changes in the connected app.
Put Leina to Work in QuickBooks Online
Hand off these everyday tasks to your AI employee.
Get Company Info
Get the connected company's profile: name, legal name, address, fiscal year start and country.
List Customers
List customers, optionally filtered by name or active status.
Get Customer
Get one customer by ID, including its current SyncToken.
Create Customer
Create a customer.
Update Customer
Update a customer. Customers cannot be deleted in QuickBooks; set `additional_fields.Active` to false to deactivate one.
List Invoices
List invoices, optionally filtered by customer, number, date range or open balance.
Get Invoice
Get one invoice by ID, including its lines, balance and current SyncToken.
Create Invoice
Create an invoice for a customer from one or more sales lines.
Update Invoice
Update an invoice. With the default sparse update only the supplied fields change; a supplied `lines` array replaces the invoice's lines.
Void Invoice
Void an invoice. QuickBooks keeps the record but zeroes its amounts, so the invoice no longer counts toward balances.
Delete Invoice
Permanently delete an invoice. This cannot be undone; void the invoice instead to keep a record.
List Payments
List customer payments, optionally filtered by customer or date range.
Get Payment
Get one payment by ID, including the invoices it was applied to.
Create Payment
Record a customer payment, optionally applying it to specific invoices.
List Accounts
List accounts from the chart of accounts, optionally filtered by type or name.
Get Account
Get one account by ID.
Ping
Check that the connection works by reading the company profile.
Get Changes
List records of the given entities that changed since a point in time (change data capture). QuickBooks looks back at most 30 days and returns at most 1000 records per call.
Batch
Run up to 30 operations in one request. Each item is either a read-only query or a create, update or delete of one entity. Items do not roll back each other when one fails.
Get Exchange Rate
Get the exchange rate from a currency to the company's home currency.
Get Preferences
Get the company preferences: accounting, sales, tax, currency and other settings.
Get Report
Run any QuickBooks report. Use `parameters` for report-specific options such as customer, vendor or account filters.
Upload Attachment
Upload a file to QuickBooks, optionally attached to a transaction or other record.
List Attachments
List attachments, optionally only those linked to one record.
Get Attachment
Get an attachment's metadata by ID.
Get Attachment Download Url
Get a temporary URL to download an attachment's file.
Update Attachment
Update an attachment's metadata, such as its note or file name.
Delete Attachment
Permanently delete an attachment.
Void Payment
Void a payment. QuickBooks keeps the record but zeroes its amounts.
List Records
List records of any supported entity by name. Prefer the entity-specific list actions.
Get Record
Get one record of any supported entity by name and ID.
Create Record
Create a record of any supported entity by name.
Update Record
Update a record of any supported entity by name.
Delete Record
Delete a record of any supported entity by name. Entities QuickBooks cannot delete are deactivated instead.
List Bills
List bills, optionally filtered.
Get Bill
Get one bill by its ID.
Create Bill
Create a bill.
Update Bill
Update a bill. With the default sparse update only the supplied fields change.
Delete Bill
Permanently delete a bill. This cannot be undone.
List Bill Payments
List bill payments, optionally filtered.
Get Bill Payment
Get one bill payment by its ID.
Create Bill Payment
Create a bill payment.
Update Bill Payment
Update a bill payment. With the default sparse update only the supplied fields change.
Delete Bill Payment
Permanently delete a bill payment. This cannot be undone.
List Budgets
List budgets, optionally filtered.
List Classes
List classs, optionally filtered.
List Credit Memos
List credit memos, optionally filtered.
Get Credit Memo
Get one credit memo by its ID.
Create Credit Memo
Create a credit memo.
Update Credit Memo
Update a credit memo. With the default sparse update only the supplied fields change.
Delete Credit Memo
Permanently delete a credit memo. This cannot be undone.
List Credit Terms
List credit terms, optionally filtered.
Get Credit Term
Get one credit term by its ID.
Create Credit Term
Create a credit term.
Update Credit Term
Update a credit term. With the default sparse update only the supplied fields change.
Delete Credit Term
Deactivate a credit term by setting Active to false. QuickBooks does not delete this kind of record.
List Currencies
List currencys, optionally filtered.
Delete Customer
Deactivate a customer by setting Active to false. QuickBooks does not delete this kind of record.
List Departments
List departments, optionally filtered.
Get Department
Get one department by its ID.
Create Department
Create a department.
Update Department
Update a department. With the default sparse update only the supplied fields change.
Delete Department
Deactivate a department by setting Active to false. QuickBooks does not delete this kind of record.
List Deposits
List deposits, optionally filtered.
Get Deposit
Get one deposit by its ID.
Create Deposit
Create a deposit.
Update Deposit
Update a deposit. With the default sparse update only the supplied fields change.
Delete Deposit
Permanently delete a deposit. This cannot be undone.
List Employees
List employees, optionally filtered.
Get Employee
Get one employee by its ID.
Create Employee
Create a employee.
Update Employee
Update a employee. With the default sparse update only the supplied fields change.
Delete Employee
Deactivate a employee by setting Active to false. QuickBooks does not delete this kind of record.
List Estimates
List estimates, optionally filtered.
Get Estimate
Get one estimate by its ID.
Create Estimate
Create a estimate.
Update Estimate
Update a estimate. With the default sparse update only the supplied fields change.
Delete Estimate
Permanently delete a estimate. This cannot be undone.
List Journal Codes
List journal codes, optionally filtered.
Get Journal Code
Get one journal code by its ID.
Create Journal Code
Create a journal code.
Update Journal Code
Update a journal code. With the default sparse update only the supplied fields change.
List Journal Entries
List journal entrys, optionally filtered.
Get Journal Entry
Get one journal entry by its ID.
Create Journal Entry
Create a journal entry.
Update Journal Entry
Update a journal entry. With the default sparse update only the supplied fields change.
Delete Journal Entry
Permanently delete a journal entry. This cannot be undone.
Create Account
Create a account.
Delete Account
Deactivate a account by setting Active to false. QuickBooks does not delete this kind of record.
List Payment Methods
List payment methods, optionally filtered.
Get Payment Method
Get one payment method by its ID.
Create Payment Method
Create a payment method.
Delete Payment Method
Deactivate a payment method by setting Active to false. QuickBooks does not delete this kind of record.
Update Payment
Update a payment. With the default sparse update only the supplied fields change.
Delete Payment
Permanently delete a payment. This cannot be undone.
List Products
List product or services, optionally filtered.
Get Product
Get one product or service by its ID.
Create Product
Create a product or service.
Update Product
Update a product or service. With the default sparse update only the supplied fields change.
Delete Product
Deactivate a product or service by setting Active to false. QuickBooks does not delete this kind of record.
List Purchase Orders
List purchase orders, optionally filtered.
Get Purchase Order
Get one purchase order by its ID.
Create Purchase Order
Create a purchase order.
Update Purchase Order
Update a purchase order. With the default sparse update only the supplied fields change.
Delete Purchase Order
Permanently delete a purchase order. This cannot be undone.
List Purchases
List purchase (expense, check or credit card charge)s, optionally filtered.
Get Purchase
Get one purchase (expense, check or credit card charge) by its ID.
Create Purchase
Create a purchase (expense, check or credit card charge).
Update Purchase
Update a purchase (expense, check or credit card charge). With the default sparse update only the supplied fields change.
Delete Purchase
Permanently delete a purchase (expense, check or credit card charge). This cannot be undone.
List Refund Receipts
List refund receipts, optionally filtered.
Get Refund Receipt
Get one refund receipt by its ID.
Create Refund Receipt
Create a refund receipt.
Update Refund Receipt
Update a refund receipt. With the default sparse update only the supplied fields change.
Delete Refund Receipt
Permanently delete a refund receipt. This cannot be undone.
List Sales Receipts
List sales receipts, optionally filtered.
Get Sales Receipt
Get one sales receipt by its ID.
Create Sales Receipt
Create a sales receipt.
Update Sales Receipt
Update a sales receipt. With the default sparse update only the supplied fields change.
Delete Sales Receipt
Permanently delete a sales receipt. This cannot be undone.
List Tax Agencies
List tax agencys, optionally filtered.
Get Tax Agency
Get one tax agency by its ID.
Create Tax Agency
Create a tax agency.
List Tax Codes
List tax codes, optionally filtered.
Get Tax Code
Get one tax code by its ID.
List Tax Rates
List tax rates, optionally filtered.
Get Tax Rate
Get one tax rate by its ID.
List Time Activities
List time activitys, optionally filtered.
Get Time Activity
Get one time activity by its ID.
Create Time Activity
Create a time activity.
Update Time Activity
Update a time activity. With the default sparse update only the supplied fields change.
Delete Time Activity
Permanently delete a time activity. This cannot be undone.
List Transfers
List transfers, optionally filtered.
Get Transfer
Get one transfer by its ID.
Create Transfer
Create a transfer.
Update Transfer
Update a transfer. With the default sparse update only the supplied fields change.
Delete Transfer
Permanently delete a transfer. This cannot be undone.
List Vendor Credits
List vendor credits, optionally filtered.
Get Vendor Credit
Get one vendor credit by its ID.
Create Vendor Credit
Create a vendor credit.
Update Vendor Credit
Update a vendor credit. With the default sparse update only the supplied fields change.
Delete Vendor Credit
Permanently delete a vendor credit. This cannot be undone.
List Vendors
List vendors, optionally filtered.
Get Vendor
Get one vendor by its ID.
Create Vendor
Create a vendor.
Update Vendor
Update a vendor. With the default sparse update only the supplied fields change.
Delete Vendor
Deactivate a vendor by setting Active to false. QuickBooks does not delete this kind of record.
Let QuickBooks Online Work with Your Other Tools
Tell Leina which sources to use and where the result belongs.
More Tools for Your AI Employee
Connect the Apps your work depends on, and give Leina the context to carry the task forward.
Keep the Conversation Moving. Let Leina Pick Up the Work.
Hand off a task while your team is discussing it. Leina uses your connected tools and brings the result back to the conversation.
See How Leina Works in SlackLeinaExample Result The payment is allocated across both invoices. Invoice 1042 is settled; invoice 1048 has USD 300 remaining.
Cedar Studio · USD 1,500
QuickBooks Online + Leina: Your Questions, Answered
Does recording a payment charge the customer?
No. It creates an accounting record of a payment you have received. It does not charge a card or move money. Specify the customer, payment amount, date, and invoice allocation.
What is the difference between void and delete?
Voiding retains an invoice record with zeroed amounts; deletion permanently removes it.
Do I need my own OAuth app?
Yes. Configure your Intuit OAuth app and match production or sandbox credentials to the selected environment.
Can I choose the accounting basis for reports?
Yes. Specify cash or accrual accounting and the report period. Available reports and fields depend on the connected company and its QuickBooks configuration.
Make Leina Your QuickBooks Online AI Employee
Start with one task you already need to do. Tell Leina what a finished result should look like.
Connect QuickBooks Online, choose what to share, and hand off your first task.