QuickKeeper

Workflow Automation

Description

QuickKeeper is trained in Generally Accepted Accounting Principles and has direct knowledge of how QuickBooks works as an accounting system.

Required Services

Slack and QuickBooks

Skills

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QuickBooks Customer Upsert	Create a new QuickBooks customer or update if they already exist. Searches for existing customer by email or display name, then either updates the found customer or creates a new one. Use this when you need to ensure a customer exists with specific information, such as adding a customer from a phone call, updating contact details, or ensuring no duplicate customers are created. Only provide the fields you want to set/update - null fields are ignored. If both email and display_name are provided, email takes precedence for searching. Returns the created or updated customer object.
QuickBooks Search Invoices	This skill searches through QuickBooks invoices—either pulling up every invoice across your entire business or filtering to show only the invoices for one specific customer.
QuickBooks Profit and Loss Report	Retrieves a QuickBooks report with optional filtering and customization parameters. Returns financial data based on the specified report type and query parameters.
QuickBooks Query Customer	Search and filter QuickBooks customers using flexible criteria. Returns a list of customers matching the specified filters. Use this for finding existing customers, analyzing customer data, or checking if customers exist before creating new ones. Supports wildcard searches using % symbol (e.g., 'Acme%' finds 'Acme Corp', 'Acme Industries'). Common uses: find customers by name/email, list all inactive customers, find customers with outstanding balances, search by location. To create or update customers, use quickbooks-upsert-customer instead. All filter parameters are optional - only provide the ones needed for your search.
QuickBooks Cashflow Reports	Retrieves a QuickBooks report with optional filtering and customization parameters. Returns financial data based on the specified report type and query parameters.