Use Case
Stop doing repetitive finance & investment tasks manually. Quickbooks-Agent lets your AI agent handle them automatically through natural conversation. QuickBooks Online CLI tool. Manage customers, invoices, payments, bills, vendors, accounts, items, expenses, journal entries, deposits, transfers, estimates,... This guide shows practical examples of using Quickbooks-Agent to automate common finance & investment workflows and save hours every week.
Install Quickbooks-Agent: npx clawhub@latest --dir ~/.claude/skills install quickbooks-online
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Quickbooks-Agent will execute the task and return results directly in the chat
Chain multiple tasks: ask your AI to run a sequence of operations
Copy these prompts and use them with your AI agent after installing Quickbooks-Agent
Automate my finance & investment tasks using Quickbooks-Agent
What repetitive tasks can Quickbooks-Agent handle for me?
Set up a workflow that runs Quickbooks-Agent every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install quickbooks-onlineOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install quickbooks-onlineβ οΈ Requires Node.js 18+. No Node? Use Option 2 below to download the ZIP instead. Install Node.js β
Option 2: Manual install (no Node required)
Download the ZIP, extract it, and place the folder at the path below. Restart your agent to activate.
Install path
~/.claude/skills/quickbooks-online/π‘Extract and place the folder at the path above, then restart your agent.