For connection steps and permissions overview, see: App Integrations.
Connect QuickBooks Online
- Go to Settings → Apps in Hyper
- Select QuickBooks Online → Connect New
- 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:
Configure these in the agent’s toolkit settings or in workspace defaults.