Reported issues for quickbooks-mcp
Pod holds 8 of 8 problems reported by people outside the maintainer team. Issues filed by the project's own owners, members and collaborators are excluded entirely — a maintainer's release checklist is not a warning to a prospective user.
Back to quickbooks-mcp.
Most discussed
Expose the remaining node-quickbooks reports (A/R + A/P aging especially) via a generic get_report
Summary
node-quickbooks declares 29 report* methods. The server surfaces three —
reportBalanceSheet, reportProfitAndLoss, reportTrialBalance — plus the
General Ledger read inside account_period_summary. The other 25 are reachable
on the client object today and exposed by nothing.
The gap that comes up most is A/R and A/P aging. There is currently no way to answer "what is outstanding, and how old is it" through this server. It can be approximated by querying every open Invo
Read the thread · 2026-08-17 · closed · external user · 0 comments
query_account_transactions understates silently on Bank accounts — cross-check the GL total
Summary
query_account_transactions warns that a result may be incomplete only when the
resolved account is Accounts Receivable or Other Current Liability. Bank accounts
can be just as incomplete, and there the shortfall is silent — the summary line
reads like a complete register.
Proposal: cross-check the drill-down total against the General Ledger figure
account_period_summary already computes, and warn when they diverge.
Evidence
Real US company file, one bank account, one mont
Read the thread · 2026-08-17 · closed · external user · 0 comments
receive_payment: apply a customer payment to an invoice (A/R counterpart to create_bill_payment)
Problem
v0.9.0 added create_bill_payment, which closes the A/P side — pay bills, clear
Accounts Payable, let the bank feed match the debit. There is no A/R equivalent:
no way to apply a customer payment to an open invoice (the QBO Payment entity,
"Receive Payment" in the UI).
So an invoice can be created and read, and its A/R balance can be observed, but it cannot be settled. For anyone reconciling deposits against open invoices, the loop stops one step short — the deposit is visible i
Read the thread · 2026-08-17 · closed · external user · 0 comments
create_transfer: write support for the Transfer entity
Problem
query_account_transactions reads Transfer correctly as of v0.9.0 — both sides,
signed off ToAccountRef/FromAccountRef. But there is no way to create one.
That leaves a gap in the reconcile-then-fix loop. When a bank register shows an inter-account move or a credit-card paydown that was never booked, the read side now names the problem precisely and the write side can't close it. The available alternatives are all wrong in a way that matters later:
create_expensebooks
Read the thread · 2026-08-17 · closed · external user · 0 comments
Curious about the preview-before-commit design - how do your users prove what the AI changed afterwards?
Hi - found this repo looking at MCP servers built for real production use, and the safe-by-default design stood out: draft/preview mode before commits, "no accidental journal entries." That's rare in this space, and it's clearly built by someone who's felt the failure mode.
Genuine question from someone working on audit evidence for AI-driven workflows the preview step protects the moment of change, but when a bookkeeper or CFO later needs to show WHAT the AI assistant changed and WHO approved
Read the thread · 2026-08-04 · closed · external user · 1 comment
Sandbox mode builds "View in QuickBooks" links to the production host (app.qbo.intuit.com)
Version: quickbooks-mcp 0.7.1 (also observed on 0.5.2), running with QBO_SANDBOX=true.
Behavior: Tool results include deep links built by getQboUrl (dist/utils/urls.js), e.g. https://app.qbo.intuit.com/app/journal?txnId=146. The host is hardcoded; when the server is running against a sandbox company the links should point at https://app.sandbox.qbo.intuit.com.
Impact: transaction ids are small integers that exist in both realms. A user who is signed into their real co
Read the thread · 2026-08-01 · closed · external user · 0 comments
Allow configuring report output directory via environment variable
Feature Request: Configurable Report Output Directory
Current Behavior
The server writes all report JSON files to a system temp directory created at startup:
const tmpDir = tmp.dirSync({ prefix: "qb-reports-", unsafeCleanup: true });
reportsDir = tmpDir.name;
This results in paths like /private/tmp/qb-reports--60579-c2M6iv0TnpMz/ on macOS, which are ephemeral and inaccessible to other processes (e.g., AI assistants running in sandboxed environments).
Problem
W
Read the thread · 2026-03-06 · closed · external user · 6 comments
Class <> Department
Problem
QBO supports two separate tracking dimensions: Class (ClassRef) and Location (DepartmentRef). Many QBO customers — particularly small businesses using department or project tracking — use Class rather than Location.
The current tool schemas for bills, invoices, and purchases expose AccountRef and DepartmentRef on line items but do not include ClassRef. This means any transaction posted via the MCP server will be missing the Class field, creating incomplete GL entri
Read the thread · 2026-02-25 · closed · external user · 0 comments
Most recent
The remaining reports are on the project's issue tracker.