QuickBooks Skills

Horizon provides eight skills for interacting with QuickBooks Online. These skills let agents pull financial reports, manage customers, handle invoices, and query transactions — all through natural conversation.

Prerequisites

Before an agent can use QuickBooks skills, your workspace must have an active QuickBooks Online connection. Navigate to Connections in the left sidebar to set up or verify your QuickBooks connection.

Available skills

Profit & Loss Report QuickBooks

Generate profit and loss reports with flexible date ranges, accounting methods, and column groupings.

Get Uncleared Transactions QuickBooks

Retrieve uncleared (pending) transactions within a date range, optionally filtered by customer.

Query Customer QuickBooks

Search for customers by name, email, phone, company, balance, or status with flexible pattern matching.

Customer Upsert QuickBooks

Create, update, or upsert customer records with full control over contact details, addresses, and phone numbers.

Search Invoices QuickBooks

Search, create, and update invoices with line items, addresses, due dates, and customer associations.

Sales by Customer Report QuickBooks

Generate sales reports grouped by customer with configurable date ranges and accounting methods.

Sales by Product Report QuickBooks

Generate sales reports grouped by product or service with configurable date ranges and accounting methods.

Sales by Department Report QuickBooks

Generate sales reports grouped by department with configurable date ranges and accounting methods.