Query QuickBooks Online Customer Data with GPT-4.1-mini via Chat Interface

Who’s it for

Operators and support teams that want a chat interface to QuickBooks Online data. Ideal for internal dashboards and quick checks without opening QBO.

How it works / What it does

• A Public Chat Trigger accepts a natural language question.
• The OpenAI Chat node drafts the response.
• A QuickBooks tool fetches customer data on demand.
• An agent orchestrator decides when to call tools and formats the final answer.

How to set up

1. Add your OpenAI API key and keep the default model or update it.
2. Connect QuickBooks Online via OAuth2 with read permissions.
3. Deploy the public chat endpoint, or place it behind your own auth proxy.
4. Test prompts like “List top 5 customers by balance.”

Requirements

• n8n environment
• OpenAI API key
• QuickBooks Online access with the right scopes

How to customize the workflow

• Add tools for invoices, payments, and items.
• Introduce filters (date ranges, statuses) and pagination.
• Add guardrails with system prompts, schema validations, and role-based access.
• Log queries and results to a database for audit or analytics.