> ## Documentation Index
> Fetch the complete documentation index at: https://pathlit.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# QuickBooks Agent Node

> Query QuickBooks data and generate financial reports using an AI agent

## Overview

The QuickBooks Agent Node provides a comprehensive agent for accessing QuickBooks accounting data. This node enables you to:

* Query customers, vendors, invoices, and bills
* Access accounts, items, and payments
* Generate financial reports (P\&L, Balance Sheet, Cash Flow, etc.)
* Search and filter accounting data
* Export reports as CSV files
* Analyze transactions and balances

## Configuration Parameters

To set up the QuickBooks Agent Node, you need to authenticate with your QuickBooks account. Once authenticated, configure the agent to perform accounting operations.

### Node Configuration

* **Prompt**:

  Define the accounting task for the agent to perform.

  > *Get all invoices from January 2024 that are still unpaid*

  > *Generate a Profit & Loss report for Q4 2024 and save it as a CSV file*

  > *Find all customers with a balance greater than \$1000*

  > *Show me all bills from vendor "Acme Corp" in the past 6 months*

* **Tools**

  Select which tools the QuickBooks Agent can use:

  | Tool name       | Description                                 |
  | --------------- | ------------------------------------------- |
  | Query           | Execute SQL-like queries on QuickBooks data |
  | Download Report | Generate and download financial reports     |

<AccordionGroup>
  <Accordion title="Advanced Settings">
    <ul>
      <li>
        <strong>System Prompt</strong>: Customize the agent's behavior and accounting guidelines.
      </li>

      <li>
        <strong>Model</strong>: Select the language model for the agent (must support function calling).
      </li>

      <li>
        <strong>Max Steps</strong>: Set the maximum number of steps the agent can take (1-20).
      </li>

      <li>
        <strong>Enable Model Fallbacks</strong>: Allow automatic fallback to alternative models if the primary model fails.
      </li>
    </ul>
  </Accordion>
</AccordionGroup>

## Expected Inputs and Outputs

* **Inputs**:

  * The node accepts text input that can be referenced in the prompt using format strings.

* **Outputs**:

  * **output**: The final result from the agent's actions
  * **conversation**: Detailed log of the agent's reasoning and SQL queries

## Use Case Examples

1. **Automated Financial Reporting**:

   Generate monthly or quarterly financial reports automatically and distribute them to stakeholders via email or cloud storage.

2. **Accounts Receivable Management**:

   Regularly query overdue invoices and create automated follow-up workflows for collections.

3. **Expense Analysis**:

   Analyze vendor bills and expenses, categorize spending, and identify cost-saving opportunities.

## Error Handling and Troubleshooting

* **Authentication Issues**:

  Ensure you've connected your QuickBooks account and the integration has access to your company data.

* **Query Syntax Errors**:

  QuickBooks uses SQL-like syntax with specific limitations (no OR, no JOIN). Refer to the system prompt for correct syntax.

* **Report Date Requirements**:

  Some reports require date ranges (start\_date/end\_date), while others require a single report\_date. Check the agent's guidance.

If you encounter any issues not covered in this documentation, please reach out to our [support team](mailto:dev@pathlit.ai) for assistance.

## Relevant Nodes

<CardGroup>
  <Card title="Google Sheets Agent" href="/docs/nodes/gsheets-agent">
    Export QuickBooks data to Google Sheets
  </Card>

  <Card title="Airtable Agent" href="/docs/nodes/airtable-agent">
    Sync accounting data with Airtable
  </Card>

  <Card title="Gmail Agent" href="/docs/nodes/gmail-agent">
    Email financial reports automatically
  </Card>
</CardGroup>