---
name: accounting-integration
description: Integrate accounting software: QuickBooks, Xero, or FreshBooks API integration for invoices, expenses, and financial reporting. Use when the goal is to sync financial data with an accounting system.
version: 1.0.0
---

# accounting-integration

Integrate accounting software: QuickBooks, Xero, or FreshBooks API integration for invoices, expenses, and financial reporting. Use when the goal is to sync financial data with an accounting system.

## Goal pattern

accounting quickbooks xero freshbooks invoice expense financial reporting integration API

## Parameters

(none)

## Steps

1. [context-gatherer] Map the integration: what accounting platform? What data to sync (invoices, expenses, customers, products)? Sync direction (bidirectional, push, pull)? Frequency?

2. [planner] Design the integration:
1. Auth: OAuth2 flow for API access
2. Data mapping: your models → accounting platform models
3. Sync: create/update invoices, expenses, contacts
4. Webhooks: receive updates from accounting platform
5. Error handling: retry, conflict resolution
6. Reporting: pull financial data for dashboards (after: step-0)

3. [runner] Implement the integration:
1. Set up OAuth2 authentication
2. Create API client for the accounting platform
3. Implement data sync functions
4. Add webhook handlers
5. Build conflict resolution logic
6. Test with sandbox account (after: step-1)

4. [reviewer] Verify: create invoice via API, verify it appears in accounting platform, test expense sync, verify financial reports pull correctly. (after: step-2)