Quickbooks

Hegu AI can act on Quickbooks through the tasks below. Add one to a workflow from the task library in the editor.

Task	What it does
QBOBills	QuickBooks vendor-facing transactions — bills, vendor credits, purchases, purchase orders
QBOContacts	QuickBooks contact management — customers, vendors, employees, and items
QBOInvoices	QuickBooks customer-facing transactions — invoices, sales receipts, credit memos, refund receipts, estimates
QBOJournal	QuickBooks journal entries, deposits, transfers, and time activities
QBOPayments	QuickBooks payment management — payments and bill payments
QBOReports	QuickBooks financial reports — Profit & Loss, Balance Sheet, Cash Flow, Trial Balance, Aged Receivables/Payables, Customer Balance
QBOSettings	QuickBooks settings and reference data — chart of accounts, tax codes/rates, payment methods, terms, classes, departments, company info

Each task’s fields and credentials are configured in the editor. Credentials are stored as secrets, never in the workflow itself.