Talk to your books
Caribooks helps business owners and bookkeepers work with their QuickBooks Online companies. Review financial reports and open invoices, find expenses missing receipts, and match documents from the Caribooks document box to transactions. More
What you can ask Show my company’s profit and loss for last month, using accrual accounting. Copy
Example path list_connected_companies → get_profit_and_loss
Find expenses missing receipts and compare them with my document box. Do not change anything yet. Prepare a paused weekly task to review unpaid invoices. Show me its settings before starting it. MCP connector Server URL https://caribooks.com/api/mcpCopy Login OAuth Tools Reads data123 find_ bank_ transactions_ not_ in_ booksfind_ expenses_ without_ attachmentsget_ accountget_ account_ listget_ aged_ payable_ detailget_ aged_ payablesget_ aged_ receivable_ detailget_ aged_ receivablesget_ attachableget_ balance_ sheetget_ balance_ sheet_ detailget_ balance_ sheet_ summaryget_ billget_ bill_ paymentget_ budgetget_ budget_ vs_ actualsget_ cash_ flowget_ changesget_ classget_ class_ salesget_ company_ currencyget_ company_ infoget_ credit_ card_ payment_ txnget_ credit_ memoget_ customerget_ customer_ balanceget_ customer_ balance_ detailget_ customer_ incomeget_ customer_ salesget_ customer_ typeget_ departmentget_ department_ salesget_ depositget_ employeeget_ estimateget_ exchange_ rateget_ general_ ledgerget_ inventory_ adjustmentget_ inventory_ valuation_ detailget_ inventory_ valuation_ summaryget_ invoiceget_ itemget_ item_ salesget_ journal_ entryget_ journal_ reportget_ open_ invoicesget_ paymentget_ payment_ methodget_ payout_ setupget_ payout_ statusget_ physical_ inventory_ worksheetget_ preferencesget_ profit_ and_ lossget_ profit_ and_ loss_ detailget_ purchaseget_ purchase_ orderget_ recurring_ transactionget_ refund_ receiptget_ sales_ receiptget_ tax_ agencyget_ tax_ codeget_ tax_ paymentget_ tax_ rateget_ tax_ summaryget_ termget_ time_ activityget_ transaction_ detail_ by_ accountget_ transaction_ listget_ transaction_ list_ by_ customerget_ transaction_ list_ by_ vendorget_ transaction_ list_ with_ splitsget_ transferget_ trial_ balanceget_ vendorget_ vendor_ balanceget_ vendor_ balance_ detailget_ vendor_ creditget_ vendor_ expenseslist_ bank_ accountslist_ bank_ feedlist_ bank_ transactionslist_ connected_ companieslist_ loopslist_ proposalslist_ receipt_ inboxlist_ rulessearch_ accountssearch_ attachablessearch_ bill_ paymentssearch_ billssearch_ budgetssearch_ classessearch_ company_ currenciessearch_ company_ infossearch_ credit_ card_ payment_ txnssearch_ credit_ memossearch_ customer_ typessearch_ customerssearch_ departmentssearch_ depositssearch_ employeessearch_ estimatessearch_ exchange_ ratessearch_ invoicessearch_ itemssearch_ journal_ entriessearch_ payment_ methodssearch_ paymentssearch_ purchase_ orderssearch_ purchasessearch_ recurring_ transactionssearch_ refund_ receiptssearch_ reimburse_ chargessearch_ sales_ receiptssearch_ tax_ agenciessearch_ tax_ codessearch_ tax_ paymentssearch_ tax_ ratessearch_ termssearch_ time_ activitiessearch_ transferssearch_ vendor_ creditssearch_ vendors
Changes data32 attach_ receiptcreate_ accountcreate_ attachablecreate_ billcreate_ bill_ paymentcreate_ budgetcreate_ classcreate_ company_ currencycreate_ credit_ card_ payment_ txncreate_ credit_ memocreate_ customercreate_ departmentcreate_ depositcreate_ employeecreate_ estimatecreate_ inventory_ adjustmentcreate_ invoicecreate_ itemcreate_ journal_ entrycreate_ paymentcreate_ payment_ methodcreate_ purchasecreate_ purchase_ ordercreate_ refund_ receiptcreate_ sales_ receiptcreate_ taskcreate_ termcreate_ time_ activitycreate_ transfercreate_ vendorcreate_ vendor_ creditsave_ payout_ setup
Deletes or can't be undone72 activate_ loopattach_ filecreate_ recurring_ transactioncreate_ tax_ agencycreate_ tax_ servicedelete_ attachabledelete_ billdelete_ bill_ paymentdelete_ budgetdelete_ company_ currencydelete_ credit_ card_ payment_ txndelete_ credit_ memodelete_ depositdelete_ estimatedelete_ inventory_ adjustmentdelete_ invoicedelete_ journal_ entrydelete_ paymentdelete_ purchasedelete_ purchase_ orderdelete_ recurring_ transactiondelete_ refund_ receiptdelete_ sales_ receiptdelete_ time_ activitydelete_ transferdelete_ vendor_ creditdiscard_ inbox_ fileremember_ ruleretire_ rulesend_ credit_ memosend_ estimatesend_ invoicesend_ paymentsend_ purchase_ ordersend_ refund_ receiptsend_ sales_ receiptupdate_ accountupdate_ attachableupdate_ billupdate_ bill_ paymentupdate_ budgetupdate_ classupdate_ company_ currencyupdate_ company_ infoupdate_ credit_ card_ payment_ txnupdate_ credit_ memoupdate_ customerupdate_ departmentupdate_ depositupdate_ employeeupdate_ estimateupdate_ exchange_ rateupdate_ inventory_ adjustmentupdate_ invoiceupdate_ itemupdate_ journal_ entryupdate_ paymentupdate_ payment_ methodupdate_ preferencesupdate_ purchaseupdate_ purchase_ orderupdate_ refund_ receiptupdate_ sales_ receiptupdate_ termupdate_ time_ activityupdate_ transferupdate_ vendorupdate_ vendor_ creditvoid_ bill_ paymentvoid_ invoicevoid_ paymentvoid_ sales_ receipt
Skills None in the store listings. The server needs sign-in, so we could not check it