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Connect OpenAI (ChatGPT) to QuickBooks

Use 4 documented OpenAI (ChatGPT) triggers to run 24 documented QuickBooks actions.

4 source triggers
24 target actions
Reverse direction supported

Why Connect OpenAI (ChatGPT) & QuickBooks?

Start with a OpenAI (ChatGPT) event

Choose from 4 documented triggers, including New Batch Completed, New File Created, New Fine Tuning Job Created.

Run a QuickBooks action

Send the event into one of 24 documented actions, such as Create AP Aging Detail Report, Create Bill, Create Customer.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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OpenAI (ChatGPT)

Triggers (4)

New Batch Completed

Emit new event when a new batch is completed in OpenAI. See the documentation

polling
New File Created

Emit new event when a new file is created in OpenAI. See the documentation

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New Fine Tuning Job Created

Emit new event when a new fine-tuning job is created in OpenAI. See the documentation

polling
New Run State Changed

Emit new event every time a run changes its status. See the documentation

polling

Actions (24)

Chat

The Chat API, using the gpt-3.5-turbo or gpt-4 model. See the documentation

Chat using Web Search

Chat using the web search tool. See the documentation

Chat using Functions

Chat with your models and allow them to invoke functions. Optionally, you can build and invoke workflows as functions. See the documentation

Chat using File Search

Chat with your files knowledge base (vector stores). See the documentation

Summarize Text

Summarizes text using the Chat API. See the documentation

Classify Items into Categories

Classify items into specific categories using the Chat API. See the documentation

Translate Text (Whisper)

Translate text from one language to another using the Chat API. See the documentation

Create Transcription

Transcribes audio into the input language. See the documentation

Create Image (Dall-E)

Creates an image given a prompt returning a URL to the image. See the documentation

Create Embeddings

Get a vector representation of a given input that can be easily consumed by machine learning models and algorithms. See the documentation

Create Completion (Send Prompt)

OpenAI recommends using the **Chat** action for the latest gpt-3.5-turbo API, since it's faster and 10x cheaper. This action creates a completion for the provided prompt and parameters using the older /completions API. See the documentation

Analyze Image Content

Send a message or question about an image and receive a response. See the documentation

Cancel Run (Assistants)

Cancels a run that is in progress. See the documentation

Chat with Assistant

Sends a message and generates a response, storing the message history for a continuous conversation. See the documentation

Chat With Responses API

Send a chat via the Responses API, mixing built-in tools and MCP server tools. See the documentation.

Convert Text to Speech (TTS)

Generates audio from the input text. See the documentation

Create Assistant

Creates an assistant with a model and instructions. See the documentation

Create Batch

Creates and executes a batch from an uploaded file of requests. See the documentation

Create Fine Tuning Job

Creates a job that fine-tunes a specified model from a given dataset. See the documentation

Create Moderation

Classifies if text is potentially harmful. See the documentation

Create Thread (Assistants)

Creates a thread with optional messages and metadata, and optionally runs the thread using the specified assistant. See the documentation

Create Vector Store

Create a vector store. See the documentation

Create Vector Store File

Create a vector store file. See the documentation

Delete File

Deletes a specified file from OpenAI. See the documentation

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QuickBooks

Triggers (10)

New Customer Created

Emit new event when a new customer is created.

polling
New Customer Updated

Emit new event when a customer is updated.

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New Employee Created

Emit new event when a new employee is created.

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New Employee Updated

Emit new event when an employee is updated.

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New Invoice Created

Emit new event when a new invoice is created.

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New Invoice Updated

Emit new event when an invoice is updated.

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New Item Created

Emit new event when a new item is created.

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New Item Updated

Emit new event when an item is updated.

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New Purchase Created

Emit new event when a new purchase is created.

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New Purchase Updated

Emit new event when a purchase is updated.

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Actions (24)

Create AP Aging Detail Report

Creates an AP aging report in Quickbooks Online. See the documentation

Create Bill

Creates a bill. See the documentation

Create Customer

Creates a customer. See the documentation

Create Estimate

Creates an estimate. See the documentation

Create Invoice

Creates an invoice. See the documentation

Create Payment

Creates a payment. See the documentation

Create Profit and Loss Detail Report

Creates a profit and loss report in Quickbooks Online. See the documentation

Create Purchase

Creates a new purchase. See the documentation

Create Purchase Order

Creates a purchase order. See the documentation

Create Sales Receipt

Creates a sales receipt. See the documentation

Delete Purchase

Delete a specific purchase. See the documentation

Get Balance Sheet Report

Retrieves the balance sheet report from Quickbooks Online. See the documentation

Get Bill

Returns info about a bill. See the documentation

Get Cash Flow Report

Retrieves the cash flow report from Quickbooks Online. See the documentation

Get Customer

Returns info about a customer. See the documentation

Get Invoice

Returns info about an invoice. See the documentation

Get My Company

Gets info about a company. See the documentation

Get Payment

Returns info about a payment. See the documentation

Get Purchase

Returns info about a purchase. See the documentation

Get Purchase Order

Returns details about a purchase order. See the documentation

Get Sales Receipt

Returns details about a sales receipt. See the documentation

Get Time Activity

Returns info about an activity. See the documentation

List Account IDs Options

Retrieves available options for the Account IDs field.

List Bill ID Options

Retrieves available options for the Bill ID field.

Integration Features

4 documented OpenAI (ChatGPT) triggers
24 documented QuickBooks actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported QuickBooks to OpenAI (ChatGPT) direction

Capability Examples

OpenAI (ChatGPT) trigger → QuickBooks action

Catalog example
OpenAI (ChatGPT)OpenAI (ChatGPT)

New Batch Completed

QuickBooksQuickBooks

Create AP Aging Detail Report

QuickBooks trigger → OpenAI (ChatGPT) action

Reverse direction
QuickBooksQuickBooks

New Customer Created

OpenAI (ChatGPT)OpenAI (ChatGPT)

Chat

How It Works

1

Connect Apps

Authenticate your OpenAI (ChatGPT) and QuickBooks accounts

2

Choose a Trigger

Select a documented OpenAI (ChatGPT) event

3

Choose an Action

Select the documented QuickBooks operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 4 documented OpenAI (ChatGPT) triggers.

Automated Actions

Run one of 24 documented QuickBooks actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect QuickBooks to OpenAI (ChatGPT) for bidirectional automation

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