QuickBooks

QuickBooks Online · Live

Ask QuickBooks the question instead of exporting it.

Read QuickBooks invoices, customers, expenses, and journal entries so the agent can answer accounting questions without exporting CSVs.

Connect QuickBooksHow it worksLive
Auth
OAuth
Access
Read-only
Plan
Every plan
Freshness
Live — every call hits QuickBooks Online's API
Available on
Every plan

Examples

Questions teams actually ask.

The tools it pulls from are shown inline — every answer in Lumen cites the underlying records it read.

Finance

P&L for the last quarter, and which expense categories grew most year-over-year.

pullsgetProfitAndLoss
AR

Open invoices over 30 days old, grouped by customer, with total outstanding.

pullslistInvoiceslistCustomers
Reconciliation

Top 20 expense transactions over $1k last month, and which account each hit.

pullslistExpenseslistAccounts

Scope

What Lumen sees. What it can change.

Read is on by default. Every write is a separate toggle, capped per user, and logged.

Read

What Lumen reads

Lumen calls QuickBooks Online's REST API with the OAuth token you grant at install. Read scope only — no posts to ledger, no AR/AP edits.

  • Invoices & customers

    Search by date / status / customer; line items; payment state; aging buckets

  • Expenses & vendors

    Search by date / category / vendor; account hit; attachments metadata

  • Journal entries

    Read with full debit/credit detail and account references

  • Reports

    P&L, balance sheet, cash flow, AR aging, AP aging — same as QuickBooks' standard reports

  • Chart of accounts

    Account list with type, classification, current balance

Write · opt-in

What Lumen can write

Lumen is read-only on QuickBooks. Posting transactions, editing customers, or recording payments are all out of scope — keep those in QuickBooks itself.

    Every call is logged with user, operation, resource type, ID, and date range. Read-only by definition. Exportable as CSV.

    Install

    Connect in under a minute.

    No keys, no call, no app marketplace fine print.

    1. Authorize
      01

      Connect with Intuit OAuth

      In Settings → Integrations → QuickBooks, click Connect. Sign in to Intuit and approve the read scope. The token is stored encrypted.

    2. Pick a company
      02

      Choose the QuickBooks company

      If your Intuit login covers multiple QuickBooks companies, pick which one Lumen should query. You can connect more than one.

    3. Ask
      03

      Try a warm-up question

      Start with "P&L for last quarter" — the agent will pull the report and surface the line items.

    Connect QuickBooks. Skip the CSV export.

    Intuit OAuth. Read-only. No write scope, ever.

    Connect QuickBooksBack to all integrations