# QuickBooks AI connector guide

Connect QuickBooks data to AI agents with Combined. Explore accounts, bill payments, bills, source setup, MCP access and read-only business queries.

Combined offers 1,125 connectors across catalog sources and connectors generated through desktop automation.

## Connect

1. Open Combined Connected Apps and select QuickBooks.
2. Authorize the source and choose the relevant datasets.
3. Complete a first sync, then grant your agent access through the Set up or Access workspace.
4. Discover the actual source schemas before querying.

## Setup reference

- Access Token: required in the upstream source schema
- Client ID: required in the upstream source schema
- Client Secret: required in the upstream source schema
- Realm ID: required in the upstream source schema
- Refresh Token: required in the upstream source schema
- Sandbox: required in the upstream source schema
- Start Date: required in the upstream source schema
- Token Expiry Date: required in the upstream source schema

## Dataset reference

- accounts; key: Id; update field: airbyte_cursor
- bill_payments; key: Id; update field: airbyte_cursor
- bills; key: Id; update field: airbyte_cursor
- budgets; key: Id; update field: airbyte_cursor
- classes; key: Id; update field: airbyte_cursor
- credit_memos; key: Id; update field: airbyte_cursor
- customers; key: Id; update field: airbyte_cursor
- departments; key: Id; update field: airbyte_cursor
- deposits; key: Id; update field: airbyte_cursor
- employees; key: Id; update field: airbyte_cursor
- estimates; key: Id; update field: airbyte_cursor
- invoices; key: Id; update field: airbyte_cursor
- items; key: Id; update field: airbyte_cursor
- journal_entries; key: Id; update field: airbyte_cursor
- payment_methods; key: Id; update field: airbyte_cursor
- payments; key: Id; update field: airbyte_cursor
- purchase_orders; key: Id; update field: airbyte_cursor
- purchases; key: Id; update field: airbyte_cursor
- refund_receipts; key: Id; update field: airbyte_cursor
- sales_receipts; key: Id; update field: airbyte_cursor
- tax_agencies; key: Id; update field: airbyte_cursor
- tax_codes; key: Id; update field: airbyte_cursor
- tax_rates; key: Id; update field: airbyte_cursor
- terms; key: Id; update field: airbyte_cursor
- time_activities; key: Id; update field: airbyte_cursor
- transfers; key: Id; update field: airbyte_cursor
- vendor_credits; key: Id; update field: airbyte_cursor
- vendors; key: Id; update field: airbyte_cursor

This is the upstream connector reference, version 4.0.4. Account permissions and sync configuration determine the datasets available in your workspace.

## Agent prompt

Use Combined to analyze my QuickBooks data.
List my granted sources, discover the datasets and describe their fields.
Look for datasets corresponding to accounts, bill_payments, bills, budgets, classes, credit_memos.
Check the last successful sync and report the available date coverage.
Propose three useful questions based on the fields actually available.
For the question I choose, run read-only SQL over the complete matching dataset.
Use a bounded result; include source names, time window and query receipt.
Ask for a missing join key or metric definition instead of inventing one.

## Links

- Combined: https://www.trycombined.com/
- Setup: https://www.trycombined.com/docs/getting-started/onboarding
- MCP: https://www.trycombined.com/docs/integrations/mcp
- Pricing: https://www.trycombined.com/pricing
- Upstream source reference: https://docs.airbyte.com/integrations/sources/quickbooks
- Full guide: https://www.trycombined.com/connectors/quickbooks