Quickbooks Online AI Agent - Chat with Quickbooks Data with Gpt Agent

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

{
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "32cbb45f-bef1-4e03-9c4c-c575a41d6819",
      "name": "Public Chat Trigger",
      "type": "@n8n/n8n-nodes-langchain.chatTrigger",
      "position": [
        304,
        304
      ],
      "parameters": {
        "public": true,
        "options": {}
      },
      "typeVersion": 1.1
    },
    {
      "id": "9ea017e8-57cf-4425-b0ea-2f7e6a15e69a",
      "name": "QuickBooks AI Agent Orchestrator",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        528,
        304
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 2
    },
    {
      "id": "54815774-f606-44a9-8639-8c77a29f0312",
      "name": "LLM - OpenAI Chat (gpt-4.1-mini)",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        528,
        496
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "9c7104cf-af7c-45c9-b0f8-54a49370fcb5",
      "name": "AI Tool - QuickBooks Data",
      "type": "n8n-nodes-base.quickbooksTool",
      "position": [
        672,
        496
      ],
      "parameters": {
        "filters": {},
        "operation": "getAll",
        "returnAll": true
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "contact-note-1759910018483",
      "name": "Creator Contact Info",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -396,
        -195
      ],
      "parameters": {
        "color": 5,
        "width": 600,
        "height": 440,
        "content": "# Contact Us:\n## Milan @ SmoothWork - [Book a Free Consulting Call](https://smoothwork.ai/book-a-call/)\n![Milan](https://gravatar.com/avatar/95700d17ba300a9f14c1b8cacf933df7720027b3adda9cbe6183d89142925422?r=pg&d=retro&size=100)\n\n\n### We help businesses eliminate busywork by building compact business tools tailored to your process.\n### Contact us for customizing this, or building similar automations.\n\n\ud83d\udce7 hello@smoothwork.ai\n\u25b6\ufe0f [Check us on YouTube](https://www.youtube.com/@vasarmilan)\n\ud83d\udcde [Book a Free Consulting Call](https://smoothwork.ai/book-a-call/)\n\ud83d\udcbc [Add me on Linkedin](https://www.linkedin.com/in/mil%C3%A1n-v%C3%A1s%C3%A1rhelyi-3a9985123/)\n"
      },
      "typeVersion": 1
    },
    {
      "id": "doc-note-1759910018483",
      "name": "Workflow Description",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -396,
        245
      ],
      "parameters": {
        "width": 600,
        "height": 750,
        "content": "## Workflow Overview\n\nThis workflow creates an AI-powered chatbot that answers natural language questions about your QuickBooks data. Users can interact with a public chat interface to query customer information, balances, and other accounting data without needing to navigate the QuickBooks interface directly.\n\n### First Setup\n\n1. **QuickBooks Developer Account**: Register at `developer.intuit.com` and create a new app with Accounting permissions\n2. **Credentials Required**:\n   - QuickBooks OAuth2 API credentials (configure with your Client ID, Client Secret, and Redirect URI from the Intuit Developer dashboard)\n   - OpenAI API credentials for the language model\n3. **Environment**: Start with Sandbox mode for testing, then switch to Production after getting your app approved by Intuit\n\n### Configuration\n\nThe QuickBooks tool is currently configured to retrieve all customer data. You can modify the operation and filters to access different QuickBooks resources (invoices, expenses, etc.) based on your needs. The chat interface is set to public mode, generating a shareable URL that anyone can use to interact with your QuickBooks data through the AI agent."
      },
      "typeVersion": 1
    },
    {
      "id": "video-note-1759912267931",
      "name": "Video Walkthrough",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        214,
        -195
      ],
      "parameters": {
        "width": 420,
        "height": 340,
        "content": "# Video Walkthrough\n[![image.png](https://vasarmilan-public.s3.us-east-1.amazonaws.com/blog_thumbnails/thumbnail_rec0EGjS8Q1AxvT1b.jpg)](https://youtu.be/mprQ4CY3yn0)"
      },
      "typeVersion": 1
    }
  ],
  "connections": {
    "Public Chat Trigger": {
      "main": [
        [
          {
            "node": "QuickBooks AI Agent Orchestrator",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "AI Tool - QuickBooks Data": {
      "ai_tool": [
        [
          {
            "node": "QuickBooks AI Agent Orchestrator",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "LLM - OpenAI Chat (gpt-4.1-mini)": {
      "ai_languageModel": [
        [
          {
            "node": "QuickBooks AI Agent Orchestrator",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    }
  }
}

Credentials you'll need

Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.

• openAiApi
• quickBooksOAuth2Api

About this workflow

[](https://youtu.be/mprQ4CY3yn0)

Source: https://n8n.io/workflows/7841/ — original creator credit. Request a take-down →

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