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Documentation Index

Fetch the complete documentation index at: https://hyperfx.ai/docs/llms.txt

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Auth type: OAuth
For connection steps and permissions overview, see: App Integrations.

Connect QuickBooks Online

  1. Go to Settings → Apps in Hyper
  2. Select QuickBooks Online → Connect New
  3. Complete OAuth and choose the correct company/realm

Common capabilities

  • Read and create invoices, customers, and transactions
  • Generate summaries and export to Sheets/Drive

Use in Chat/Agents/Flows

Enable the tool, then build reconciliation and reporting workflows across systems.

Troubleshooting

  • Wrong realm: reconnect and select the intended company
  • Scope errors: reauthorize with required accounting scopes

Available Actions

Hyper agents can run the following actions for this integration. Each action can be individually set to Enabled, Requires Approval, or Disabled in your agent’s toolkit settings. Actions can be set to one of three control states:
StateBehavior
EnabledAgent runs the action automatically
Requires ApprovalAgent pauses and waits for your confirmation before proceeding
DisabledAction is blocked and cannot be used
Configure these in the agent’s toolkit settings or in workspace defaults.
ActionDescription
Get CustomerGet a QuickBooks customer by ID
Get InvoiceGet a QuickBooks invoice by ID
Search CustomersSearch for customers in QuickBooks
Search InvoicesSearch for invoices in QuickBooks
Search ItemsSearch for items in QuickBooks