Which QuickBooks company does Ayro act on?

The company behind the connected account. Get Company Info returns which one that is and Get Company Preferences shows the settings it operates under, so anything Ayro creates lands in that company file rather than being chosen per request.

Why are there two ways to update a QuickBooks invoice?

QuickBooks distinguishes a full update from a sparse one and both are exposed. Update Full Invoice replaces the invoice as a whole, while Update Sparse Invoice changes only the fields passed to it, which is what Ayro uses when a single line or a due date needs correcting.

Can Ayro take a payment, not just record one?

There is a narrow path for it. Capture Charge and Create eCheck Payment sit alongside Create Payment, and List Cards shows the cards already on file, so a payment is taken against a stored method rather than one collected in the conversation.

Can Ayro attach a document to a QuickBooks record?

Yes, through the attachable actions. Get Attachable retrieves one, Update Attachable changes it, and Query Attachable Entities finds what is already linked to a transaction, so a receipt or contract referenced in a conversation is tied to the right record.

Quickbooks MCP integration

Reads outstanding balances and reports, raises invoices and records payments, returns invoice PDFs, and syncs entities changed since the last check.

Connect Quickbooks See all integrations

105actions available

Three actions you can hand over today

Every action runs live through MCP. Nothing to build, nothing to maintain.

Create account
Ayro sets up a new account in QuickBooks with the provided parameters. Accountants no longer need to switch windows to create accounts during customer conversations.
Send credit memo
Ayro sends a credit memo directly to a customer's email address. Agents resolve billing issues faster without coordinating with the accounting team.
Read invoice
Ayro retrieves a specific QuickBooks invoice by ID or pulls the most recent one. Agents instantly answer invoice questions without searching QuickBooks manually.

See all 105 actions

How businesses use Quickbooks + Ayro

Each card is one request a support team gets, and the Quickbooks actions Ayro runs to close it.

Answer a billing question from the ledger
Ayro reads the invoice in question, checks the customer's outstanding balance, and runs the aged receivables report when the answer depends on how long something has been open.
Read InvoiceCustomer Balance DetailAged Receivables Report
Raise the invoice and record what came in
Ayro creates the invoice for the work agreed, records the payment against it once it clears, and writes a sales receipt where the sale settles immediately.
Create InvoiceCreate PaymentCreate Sales Receipt
Keep another system in step with the ledger
Ayro asks QuickBooks what changed since a given timestamp, queries the entities behind it, and applies a batch operation, so a downstream system is brought back in step without a full re-import.
Get Changed EntitiesQuery QuickBooks EntitiesExecute Batch Operation
Document the correction a customer asked for
When a charge is disputed, Ayro pulls the invoice PDF as it was issued, raises a credit memo for the agreed amount, and sends it, so the adjustment is recorded in QuickBooks rather than promised in a reply.
Get Invoice PDFCreate Credit MemoSend Credit Memo

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Ayro reads the Quickbooks actions it has and picks the ones a request needs.

Connect Quickbooks
Authorize the Quickbooks account your team already uses — one consent screen, no API keys, no mapping tables. Ayro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Ayro maps it to the Quickbooks actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free

Quickbooks · Ayro

What can you do in Quickbooks without me setting anything up?

These, right away:

Create account
Get attachable
Delete bank account

Great, let's start with the first one.

FAQ

Everything else about Quickbooks

Setup, permissions, and the limits of what Ayro can do inside Quickbooks.

The company behind the connected account. Get Company Info returns which one that is and Get Company Preferences shows the settings it operates under, so anything Ayro creates lands in that company file rather than being chosen per request.

Every action available in Quickbooks

All 105 actions your agent can call on Quickbooks, straight from the live MCP connection.

Capture charge
Capture funds for an existing charge that was authorized but not captured.
Create account
Create a new account in QuickBooks with the given parameters.
Create bank account
Create a new bank account on file for a customer in QuickBooks Payments API.
Create bill
Create a new bill in QuickBooks Online.
Create bill payment
Create a bill payment in QuickBooks to record payment against one or more bills.
Create class
Create a new class in QuickBooks Online.
Create credit memo
Create a new credit memo in QuickBooks Online.
Create customer
Create a new customer in QuickBooks with the given parameters.
Create deposit
Creates a new deposit in QuickBooks Online.
Create echeck payment
Create an eCheck payment using ACH bank transfer in QuickBooks Payments API.
Create employee
Create a new employee in QuickBooks.
Create estimate
Creates a new estimate in QuickBooks Online.
Create invoice
Creates a new invoice in QuickBooks for a customer.
Create item
Create a new item in QuickBooks Online.
Create journal entry
Create a new journal entry in QuickBooks Online.
Create payment
Creates a payment record in QuickBooks Online.
Create purchase
Create a new purchase transaction in QuickBooks Online.
Create purchase order
Create a new purchase order in QuickBooks.
Create refund receipt
Create a new refund receipt in QuickBooks Online.
Create sales receipt
Create a new sales receipt in QuickBooks Online.
Create tax agency
Create a new tax agency in QuickBooks Online.
Create tax code via taxservice
Create a new tax code with associated tax rates using the TaxService endpoint.
Create time activity
Create a new time activity record in QuickBooks Online.
Create vendor
Create a new vendor in QuickBooks with the given details.
Create vendor credit
Create a new vendor credit in QuickBooks Online.
Customer balance detail
Generate a balance detail report for a customer in QuickBooks with the given customer ID.
Customer balance report
Generate a customer balance report in QuickBooks showing outstanding balances for customers.
Delete bank account
Delete a bank account on file for a customer in QuickBooks Payments API.
Execute batch operation
Execute multiple QuickBooks operations in a single request.
Aged receivables report
Generate an aged receivables report showing outstanding customer balances by age.

The tools Quickbooks sits next to

Same connection, same setup. Pick the next one your team already uses.

Browse every integration

Support agent working at a laptop next to the Ayro mascot

Ready to connect Quickbooks?

Authorize the account and your agent has all 105 actions from the first conversation.

Connect Quickbooks Talk to sales

Quickbooks MCP integration

Three actions you can hand over today

Create account

Send credit memo

Read invoice

How businesses use Quickbooks + Ayro

Answer a billing question from the ledger

Raise the invoice and record what came in

Keep another system in step with the ledger

Document the correction a customer asked for

Get started in 3 steps

Connect Quickbooks

Tell your agent what you need

Watch it work

Everything else about Quickbooks

Every action available in Quickbooks

Capture charge

Create account

Create bank account

Create bill

Create bill payment

Create class

Create credit memo

Create customer

Create deposit

Create echeck payment

Create employee

Create estimate

Create invoice

Create item

Create journal entry

Create payment

Create purchase

Create purchase order

Create refund receipt

Create sales receipt

Create tax agency

Create tax code via taxservice

Create time activity

Create vendor

Create vendor credit

Customer balance detail

Customer balance report

Delete bank account

Execute batch operation

Aged receivables report

The tools Quickbooks sits next to

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Ready to connect Quickbooks?

Quickbooks MCP integration

Three actions you can hand over today

Create account

Send credit memo

Read invoice

How businesses use Quickbooks + Ayro

Answer a billing question from the ledger

Raise the invoice and record what came in

Keep another system in step with the ledger

Document the correction a customer asked for

Get started in 3 steps

Connect Quickbooks

Tell your agent what you need

Watch it work

Everything else about Quickbooks

Every action available in Quickbooks

Capture charge

Create account

Create bank account

Create bill

Create bill payment

Create class

Create credit memo

Create customer

Create deposit

Create echeck payment