QuickBooks connector

1. Install the SDK

   Node.js

   npm install @scalekit-sdk/node

   Python

   pip install scalekit

   Full SDK reference: Node.js | Python

2. Set your credentials

   Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.

   .env

   SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
   SCALEKIT_CLIENT_ID=<your-client-id>
   SCALEKIT_CLIENT_SECRET=<your-client-secret>

3. Set up the connector

   Register your QuickBooks credentials with Scalekit so it handles the token lifecycle. You do this once per environment.

   Dashboard setup steps

   Register your Scalekit environment with the QuickBooks connector so Scalekit handles the authentication flow and token lifecycle for you. The connection name you create will be used to identify and invoke the connection programmatically. Then complete the configuration in your application as follows:

   1. Create a QuickBooks app

      • Sign in to the Intuit Developer Portal and go to Dashboard → + Create an app → select QuickBooks Online and Payments.

      • Under Keys & credentials, select the Production tab, then copy the Client ID and Client Secret. Use the Development tab credentials only for testing against the QuickBooks sandbox.

      

   2. Set up auth redirects

      • In Scalekit dashboard, go to AgentKit > Connections > Create Connection. Find QuickBooks and click Create. Copy the redirect URI. It looks like https://<SCALEKIT_ENVIRONMENT_URL>/sso/v1/oauth/<CONNECTION_ID>/callback.

      

      • Back in the Intuit Developer Portal, go to your app’s Keys & credentials settings and add the Scalekit redirect URI under Redirect URIs.

   3. Add credentials in Scalekit

      • In Scalekit dashboard, go to AgentKit > Connections and open the connection you created.

      • Enter your credentials:

        • Client ID (from your QuickBooks app)
        • Client Secret (from your QuickBooks app)
        • Permissions (OAuth scope strings): com.intuit.quickbooks.accounting offline_access

      • Click Save.

      

4. Authorize and make your first call

   Node.js

   quickstart.ts

   import { ScalekitClient } from '@scalekit-sdk/node'
   import 'dotenv/config'
   
   const scalekit = new ScalekitClient(
     process.env.SCALEKIT_ENV_URL,
     process.env.SCALEKIT_CLIENT_ID,
     process.env.SCALEKIT_CLIENT_SECRET,
   )
   const actions = scalekit.actions
   
   const connector = 'quickbooks'
   const identifier = 'user_123'
   
   // Generate an authorization link for the user
   const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
   console.log('Authorize QuickBooks:', link)
   process.stdout.write('Press Enter after authorizing...')
   await new Promise(r => process.stdin.once('data', r))
   
   // Make your first call
   const result = await actions.executeTool({
     connector,
     identifier,
     toolName: 'quickbooks_company_info_get',
     toolInput: {},
   })
   console.log(result)

   Python

   quickstart.py

   import os
   from scalekit.client import ScalekitClient
   from dotenv import load_dotenv
   load_dotenv()
   
   scalekit_client = ScalekitClient(
       env_url=os.getenv("SCALEKIT_ENV_URL"),
       client_id=os.getenv("SCALEKIT_CLIENT_ID"),
       client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
   )
   actions = scalekit_client.actions
   
   connection_name = "quickbooks"
   identifier = "user_123"
   
   # Generate an authorization link for the user
   link_response = actions.get_authorization_link(
       connection_name=connection_name,
       identifier=identifier,
   )
   print("Authorize QuickBooks:", link_response.link)
   input("Press Enter after authorizing...")
   
   # Make your first call
   result = actions.execute_tool(
       tool_input={},
       tool_name="quickbooks_company_info_get",
       connection_name=connection_name,
       identifier=identifier,
   )
   print(result)

What you can do

Connect this agent connector to let your agent:

• Get time activity, tax rate, purchase — Retrieve a single QuickBooks Online time activity by ID
• Create time activity, purchase, vendor credit — Create a new time activity (billable or non-billable time entry) for an employee or vendor in QuickBooks Online
• List time activities, tax rates, report transaction — List time activities from QuickBooks Online via the SQL-like query endpoint (entity=TimeActivity), matching the existing list-tool pattern used for other entities
• Update sales receipt, refund receipt, purchase — Update an existing sales receipt in QuickBooks Online
• Balance report vendor, report customer, report trial — Retrieve a Vendor Balance report from QuickBooks Online
• Delete refund receipt, purchase, sales receipt — Delete a refund receipt in QuickBooks Online

Common workflows

Proxy API call

Node.js

const result = await actions.request({
  connectionName: 'quickbooks',
  identifier: 'user_123',
  path: '/v3/company/{{realm_id}}/query?query=SELECT * FROM Customer MAXRESULTS 10 STARTPOSITION 1',
  method: 'GET',
});
console.log(result);

Python

result = actions.request(
    connection_name='quickbooks',
    identifier='user_123',
    path="/v3/company/{{realm_id}}/query?query=SELECT * FROM Customer MAXRESULTS 10 STARTPOSITION 1",
    method="GET"
)
print(result)

List customers

Node.js

const customers = await actions.executeTool({
  connector: 'quickbooks',
  identifier: 'user_123',
  toolName: 'quickbooks_customers_list',
  toolInput: {
    max_results: 10,
    start_position: 1,
  },
});
console.log('Customers:', customers);

Python

customers = actions.execute_tool(
    connection_name='quickbooks',
    identifier='user_123',
    tool_name="quickbooks_customers_list",
    tool_input={
        "max_results": 10,
        "start_position": 1,
    },
)
print("Customers:", customers)

Create an invoice

Node.js

const invoice = await actions.executeTool({
  connector: 'quickbooks',
  identifier: 'user_123',
  toolName: 'quickbooks_invoice_create',
  toolInput: {
    CustomerRef: JSON.stringify({ value: '1' }),
    Line: JSON.stringify([
      {
        Amount: 150.00,
        DetailType: 'SalesItemLineDetail',
        SalesItemLineDetail: {
          ItemRef: { value: '1', name: 'Services' },
          Qty: 1,
          UnitPrice: 150.00,
        },
      },
    ]),
    DueDate: '2025-06-30',
    DocNumber: 'INV-001',
  },
});
console.log('Created invoice ID:', invoice.Invoice?.Id);

Python

import json

invoice = actions.execute_tool(
    connection_name='quickbooks',
    identifier='user_123',
    tool_name="quickbooks_invoice_create",
    tool_input={
        "CustomerRef": json.dumps({"value": "1"}),
        "Line": json.dumps([
            {
                "Amount": 150.00,
                "DetailType": "SalesItemLineDetail",
                "SalesItemLineDetail": {
                    "ItemRef": {"value": "1", "name": "Services"},
                    "Qty": 1,
                    "UnitPrice": 150.00,
                },
            }
        ]),
        "DueDate": "2025-06-30",
        "DocNumber": "INV-001",
    },
)
print("Created invoice ID:", invoice.get("Invoice", {}).get("Id"))

Tool list

Use the exact tool names from the Tool list below when you call execute_tool. If you’re not sure which name to use, list the tools available for the current user first.

quickbooks_account_create#Create a new account in QuickBooks Online.6 params▾

Create a new account in QuickBooks Online.

NameTypeRequiredDescription

AccountTypestringrequiredAccount type (e.g. Bank, Expense, Income, Liability).

NamestringrequiredName of the account.

AccountSubTypestringoptionalAccount sub-type.

ActivebooleanoptionalWhether the account is active.

CurrencyRefstringoptionalCurrency reference as JSON, e.g. {"value":"USD"}.

DescriptionstringoptionalDescription of the account.

quickbooks_account_get#Retrieve a single QuickBooks Online account by its ID.1 param▾

Retrieve a single QuickBooks Online account by its ID.

NameTypeRequiredDescription

account_idstringrequiredThe ID of the account to retrieve.

quickbooks_account_update#Update an existing account in QuickBooks Online. Requires SyncToken from account_get.6 params▾

Update an existing account in QuickBooks Online. Requires SyncToken from account_get.

NameTypeRequiredDescription

AccountTypestringrequiredAccount type.

IdstringrequiredThe ID of the account to update.

NamestringrequiredName of the account.

SyncTokenstringrequiredSyncToken from the account_get response (optimistic locking).

ActivebooleanoptionalWhether the account is active.

DescriptionstringoptionalDescription.

quickbooks_accounts_list#List accounts from QuickBooks Online. Use where_clause to filter (e.g. "AccountType = 'Bank'").3 params▾

List accounts from QuickBooks Online. Use where_clause to filter (e.g. "AccountType = 'Bank'").

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

where_clausestringoptionalOptional WHERE clause to filter accounts, e.g. "AccountType = 'Bank'"

quickbooks_bill_create#Create a new bill in QuickBooks Online.5 params▾

Create a new bill in QuickBooks Online.

NameTypeRequiredDescription

LinestringrequiredLine items as JSON array.

VendorRefstringrequiredVendor reference as JSON, e.g. {"value":"123"}.

DocNumberstringoptionalBill number.

DueDatestringoptionalDue date YYYY-MM-DD.

PrivateNotestringoptionalInternal memo.

quickbooks_bill_delete#Delete a bill in QuickBooks Online.2 params▾

Delete a bill in QuickBooks Online.

NameTypeRequiredDescription

IdstringrequiredBill ID.

SyncTokenstringrequiredSyncToken from bill_get.

quickbooks_bill_get#Retrieve a single QuickBooks Online bill by ID.1 param▾

Retrieve a single QuickBooks Online bill by ID.

NameTypeRequiredDescription

bill_idstringrequiredThe ID of the bill.

quickbooks_bill_payment_create#Create a new bill payment in QuickBooks Online.8 params▾

Create a new bill payment in QuickBooks Online.

NameTypeRequiredDescription

LinestringrequiredLinked transactions as JSON array with LinkedTxn.

PayTypestringrequiredPayment type: Check or CreditCard.

TotalAmtstringrequiredTotal amount as number string, e.g. "200.00".

VendorRefstringrequiredVendor reference as JSON, e.g. {"value":"123"}.

CheckPaymentstringoptionalCheck payment details as JSON, required when PayType is Check. e.g. {"BankAccountRef":{"value":"35"}}.

CreditCardPaymentstringoptionalCredit card payment details as JSON, required when PayType is CreditCard. e.g. {"CCAccountRef":{"value":"41"}}.

DocNumberstringoptionalDocument/check number.

PrivateNotestringoptionalInternal memo.

quickbooks_bill_payment_delete#Delete a bill payment in QuickBooks Online.2 params▾

Delete a bill payment in QuickBooks Online.

NameTypeRequiredDescription

IdstringrequiredBill Payment ID.

SyncTokenstringrequiredSyncToken from bill_payment_get.

quickbooks_bill_payment_get#Retrieve a single QuickBooks Online bill payment by ID.1 param▾

Retrieve a single QuickBooks Online bill payment by ID.

NameTypeRequiredDescription

bill_payment_idstringrequiredThe ID of the bill payment.

quickbooks_bill_payments_list#List bill payments from QuickBooks Online.3 params▾

List bill payments from QuickBooks Online.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

where_clausestringoptionalOptional WHERE clause.

quickbooks_bill_update#Update an existing bill in QuickBooks Online.6 params▾

Update an existing bill in QuickBooks Online.

NameTypeRequiredDescription

IdstringrequiredBill ID.

LinestringrequiredLine items as JSON array.

SyncTokenstringrequiredSyncToken from bill_get.

VendorRefstringrequiredVendor reference as JSON.

DueDatestringoptionalDue date YYYY-MM-DD.

PrivateNotestringoptionalInternal memo.

quickbooks_bills_list#List bills from QuickBooks Online with optional filtering and pagination.3 params▾

List bills from QuickBooks Online with optional filtering and pagination.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

where_clausestringoptionalOptional WHERE clause.

quickbooks_class_create#Create a new class in QuickBooks Online.3 params▾

Create a new class in QuickBooks Online.

NameTypeRequiredDescription

NamestringrequiredName of the class.

ActivebooleanoptionalWhether the class is active.

ParentRefstringoptionalParent class reference as JSON.

quickbooks_class_get#Retrieve a single QuickBooks Online class by ID.1 param▾

Retrieve a single QuickBooks Online class by ID.

NameTypeRequiredDescription

class_idstringrequiredThe ID of the class.

quickbooks_class_update#Update an existing class in QuickBooks Online. Requires SyncToken from class_get.5 params▾

Update an existing class in QuickBooks Online. Requires SyncToken from class_get.

NameTypeRequiredDescription

IdstringrequiredThe ID of the class to update.

NamestringrequiredName of the class.

SyncTokenstringrequiredSyncToken from the class_get response (optimistic locking).

ActivebooleanoptionalWhether the class is active.

ParentRefstringoptionalParent class reference as JSON.

quickbooks_classes_list#List classes from QuickBooks Online.2 params▾

List classes from QuickBooks Online.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

quickbooks_company_info_get#Retrieve company information for the connected QuickBooks Online account.0 params▾

Retrieve company information for the connected QuickBooks Online account.

quickbooks_credit_memo_create#Create a new credit memo in QuickBooks Online.4 params▾

Create a new credit memo in QuickBooks Online.

NameTypeRequiredDescription

CustomerRefstringrequiredCustomer reference as JSON.

LinestringrequiredLine items as JSON array.

DocNumberstringoptionalCredit memo number.

PrivateNotestringoptionalInternal memo.

quickbooks_credit_memo_delete#Delete a credit memo in QuickBooks Online.2 params▾

Delete a credit memo in QuickBooks Online.

NameTypeRequiredDescription

IdstringrequiredCredit Memo ID.

SyncTokenstringrequiredSyncToken from credit_memo_get.

quickbooks_credit_memo_get#Retrieve a single QuickBooks Online credit memo by ID.1 param▾

Retrieve a single QuickBooks Online credit memo by ID.

NameTypeRequiredDescription

credit_memo_idstringrequiredThe ID of the credit memo.

quickbooks_credit_memo_update#Update an existing credit memo in QuickBooks Online. Requires SyncToken from credit_memo_get.6 params▾

Update an existing credit memo in QuickBooks Online. Requires SyncToken from credit_memo_get.

NameTypeRequiredDescription

CustomerRefstringrequiredCustomer reference as JSON.

IdstringrequiredThe ID of the credit memo to update.

LinestringrequiredLine items as JSON array.

SyncTokenstringrequiredSyncToken from the credit_memo_get response (optimistic locking).

DocNumberstringoptionalCredit memo number.

PrivateNotestringoptionalInternal memo.

quickbooks_credit_memos_list#List credit memos from QuickBooks Online.3 params▾

List credit memos from QuickBooks Online.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

where_clausestringoptionalOptional WHERE clause.

quickbooks_customer_create#Create a new customer in QuickBooks Online.8 params▾

Create a new customer in QuickBooks Online.

NameTypeRequiredDescription

DisplayNamestringrequiredDisplay name for the customer.

ActivebooleanoptionalWhether the customer is active.

BillAddrstringoptionalBilling address as JSON object.

CompanyNamestringoptionalCompany name.

FamilyNamestringoptionalLast name.

GivenNamestringoptionalFirst name.

PrimaryEmailAddrstringoptionalEmail as JSON, e.g. {"Address":"john@example.com"}.

PrimaryPhonestringoptionalPhone as JSON, e.g. {"FreeFormNumber":"555-1234"}.

quickbooks_customer_delete#Mark a customer as inactive in QuickBooks Online (customers cannot be permanently deleted).2 params▾

Mark a customer as inactive in QuickBooks Online (customers cannot be permanently deleted).

NameTypeRequiredDescription

IdstringrequiredCustomer ID.

SyncTokenstringrequiredSyncToken from customer_get.

quickbooks_customer_get#Retrieve a single QuickBooks Online customer by ID.1 param▾

Retrieve a single QuickBooks Online customer by ID.

NameTypeRequiredDescription

customer_idstringrequiredThe ID of the customer.

quickbooks_customer_update#Update an existing customer in QuickBooks Online. Requires SyncToken from customer_get.8 params▾

Update an existing customer in QuickBooks Online. Requires SyncToken from customer_get.

NameTypeRequiredDescription

DisplayNamestringrequiredDisplay name.

IdstringrequiredCustomer ID.

SyncTokenstringrequiredSyncToken from customer_get.

ActivebooleanoptionalWhether the customer is active.

CompanyNamestringoptionalCompany name.

FamilyNamestringoptionalLast name.

GivenNamestringoptionalFirst name.

PrimaryEmailAddrstringoptionalEmail as JSON.

quickbooks_customers_list#List customers from QuickBooks Online with optional filtering and pagination.3 params▾

List customers from QuickBooks Online with optional filtering and pagination.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

where_clausestringoptionalOptional WHERE clause, e.g. "Active = true"

quickbooks_department_create#Create a new department in QuickBooks Online.3 params▾

Create a new department in QuickBooks Online.

NameTypeRequiredDescription

NamestringrequiredName of the department.

ActivebooleanoptionalWhether the department is active.

ParentRefstringoptionalParent department reference as JSON.

quickbooks_department_get#Retrieve a single QuickBooks Online department by ID.1 param▾

Retrieve a single QuickBooks Online department by ID.

NameTypeRequiredDescription

department_idstringrequiredThe ID of the department.

quickbooks_department_update#Update an existing department in QuickBooks Online. Requires SyncToken from department_get.5 params▾

Update an existing department in QuickBooks Online. Requires SyncToken from department_get.

NameTypeRequiredDescription

IdstringrequiredThe ID of the department to update.

NamestringrequiredName of the department.

SyncTokenstringrequiredSyncToken from the department_get response (optimistic locking).

ActivebooleanoptionalWhether the department is active.

ParentRefstringoptionalParent department reference as JSON.

quickbooks_departments_list#List departments from QuickBooks Online.2 params▾

List departments from QuickBooks Online.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

quickbooks_deposit_create#Create a new deposit in QuickBooks Online.4 params▾

Create a new deposit in QuickBooks Online.

NameTypeRequiredDescription

DepositToAccountRefstringrequiredAccount to deposit into as JSON.

LinestringrequiredDeposit lines as JSON array.

PrivateNotestringoptionalInternal memo.

TxnDatestringoptionalTransaction date YYYY-MM-DD.

quickbooks_deposit_delete#Delete a deposit in QuickBooks Online.2 params▾

Delete a deposit in QuickBooks Online.

NameTypeRequiredDescription

IdstringrequiredDeposit ID.

SyncTokenstringrequiredSyncToken from deposit_get.

quickbooks_deposit_get#Retrieve a single QuickBooks Online deposit by ID.1 param▾

Retrieve a single QuickBooks Online deposit by ID.

NameTypeRequiredDescription

deposit_idstringrequiredThe ID of the deposit.

quickbooks_deposit_update#Update an existing deposit in QuickBooks Online. Requires SyncToken from deposit_get.6 params▾

Update an existing deposit in QuickBooks Online. Requires SyncToken from deposit_get.

NameTypeRequiredDescription

DepositToAccountRefstringrequiredAccount to deposit into as JSON.

IdstringrequiredThe ID of the deposit to update.

LinestringrequiredDeposit lines as JSON array.

SyncTokenstringrequiredSyncToken from the deposit_get response (optimistic locking).

PrivateNotestringoptionalInternal memo.

TxnDatestringoptionalTransaction date YYYY-MM-DD.

quickbooks_deposits_list#List deposits from QuickBooks Online.2 params▾

List deposits from QuickBooks Online.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

quickbooks_employee_create#Create a new employee in QuickBooks Online.6 params▾

Create a new employee in QuickBooks Online.

NameTypeRequiredDescription

FamilyNamestringrequiredEmployee last name.

GivenNamestringrequiredEmployee first name.

ActivebooleanoptionalWhether the employee is active.

DisplayNamestringoptionalDisplay name.

PrimaryEmailAddrstringoptionalEmail as JSON.

PrimaryPhonestringoptionalPhone as JSON.

quickbooks_employee_get#Retrieve a single QuickBooks Online employee by ID.1 param▾

Retrieve a single QuickBooks Online employee by ID.

NameTypeRequiredDescription

employee_idstringrequiredThe ID of the employee.

quickbooks_employee_update#Update an existing employee in QuickBooks Online. Requires SyncToken from employee_get.8 params▾

Update an existing employee in QuickBooks Online. Requires SyncToken from employee_get.

NameTypeRequiredDescription

FamilyNamestringrequiredEmployee last name.

GivenNamestringrequiredEmployee first name.

IdstringrequiredThe ID of the employee to update.

SyncTokenstringrequiredSyncToken from the employee_get response (optimistic locking).

ActivebooleanoptionalWhether the employee is active.

DisplayNamestringoptionalDisplay name.

PrimaryEmailAddrstringoptionalEmail as JSON.

PrimaryPhonestringoptionalPhone as JSON.

quickbooks_employees_list#List employees from QuickBooks Online.3 params▾

List employees from QuickBooks Online.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

where_clausestringoptionalOptional WHERE clause.

quickbooks_estimate_create#Create a new estimate (quote) in QuickBooks Online.5 params▾

Create a new estimate (quote) in QuickBooks Online.

NameTypeRequiredDescription

CustomerRefstringrequiredCustomer reference as JSON.

LinestringrequiredLine items as JSON array.

DocNumberstringoptionalEstimate number.

ExpirationDatestringoptionalExpiration date YYYY-MM-DD.

PrivateNotestringoptionalInternal memo.

quickbooks_estimate_delete#Delete an estimate in QuickBooks Online.2 params▾

Delete an estimate in QuickBooks Online.

NameTypeRequiredDescription

IdstringrequiredEstimate ID.

SyncTokenstringrequiredSyncToken from estimate_get.

quickbooks_estimate_get#Retrieve a single QuickBooks Online estimate by ID.1 param▾

Retrieve a single QuickBooks Online estimate by ID.

NameTypeRequiredDescription

estimate_idstringrequiredThe ID of the estimate.

quickbooks_estimate_send#Send an estimate by email in QuickBooks Online.2 params▾

Send an estimate by email in QuickBooks Online.

NameTypeRequiredDescription

estimate_idstringrequiredThe ID of the estimate to send.

send_tostringrequiredEmail address to send the estimate to.

quickbooks_estimate_update#Update an existing estimate (quote) in QuickBooks Online. Requires SyncToken from estimate_get.7 params▾

Update an existing estimate (quote) in QuickBooks Online. Requires SyncToken from estimate_get.

NameTypeRequiredDescription

CustomerRefstringrequiredCustomer reference as JSON.

IdstringrequiredThe ID of the estimate to update.

LinestringrequiredLine items as JSON array.

SyncTokenstringrequiredSyncToken from the estimate_get response (optimistic locking).

DocNumberstringoptionalEstimate number.

ExpirationDatestringoptionalExpiration date YYYY-MM-DD.

PrivateNotestringoptionalInternal memo.

quickbooks_estimates_list#List estimates from QuickBooks Online with optional filtering and pagination.3 params▾

List estimates from QuickBooks Online with optional filtering and pagination.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

where_clausestringoptionalOptional WHERE clause.

quickbooks_invoice_create#Create a new invoice in QuickBooks Online.7 params▾

Create a new invoice in QuickBooks Online.

NameTypeRequiredDescription

CustomerRefstringrequiredCustomer reference as JSON, e.g. {"value":"123"}.

LinestringrequiredLine items as JSON array.

BillEmailstringoptionalBilling email as JSON, e.g. {"Address":"customer@example.com"}.

DocNumberstringoptionalInvoice number.

DueDatestringoptionalDue date in YYYY-MM-DD format.

EmailStatusstringoptionalEmail status: EmailSent or NotSet.

PrivateNotestringoptionalInternal memo.

quickbooks_invoice_delete#Delete an invoice in QuickBooks Online.2 params▾

Delete an invoice in QuickBooks Online.

NameTypeRequiredDescription

IdstringrequiredInvoice ID.

SyncTokenstringrequiredSyncToken from invoice_get.

quickbooks_invoice_get#Retrieve a single QuickBooks Online invoice by ID.1 param▾

Retrieve a single QuickBooks Online invoice by ID.

NameTypeRequiredDescription

invoice_idstringrequiredThe ID of the invoice.

quickbooks_invoice_send#Send an invoice by email in QuickBooks Online.2 params▾

Send an invoice by email in QuickBooks Online.

NameTypeRequiredDescription

invoice_idstringrequiredThe ID of the invoice to send.

send_tostringrequiredEmail address to send the invoice to.

quickbooks_invoice_update#Update an existing invoice in QuickBooks Online.8 params▾

Update an existing invoice in QuickBooks Online.

NameTypeRequiredDescription

CustomerRefstringrequiredCustomer reference as JSON.

IdstringrequiredInvoice ID.

LinestringrequiredLine items as JSON array.

SyncTokenstringrequiredSyncToken from invoice_get.

DocNumberstringoptionalInvoice number.

DueDatestringoptionalDue date YYYY-MM-DD.

EmailStatusstringoptionalEmail status.

PrivateNotestringoptionalInternal memo.

quickbooks_invoice_void#Void an invoice in QuickBooks Online.2 params▾

Void an invoice in QuickBooks Online.

NameTypeRequiredDescription

IdstringrequiredInvoice ID.

SyncTokenstringrequiredSyncToken from invoice_get.

quickbooks_invoices_list#List invoices from QuickBooks Online with optional filtering and pagination.3 params▾

List invoices from QuickBooks Online with optional filtering and pagination.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

where_clausestringoptionalOptional WHERE clause, e.g. "TxnDate > '2024-01-01'"

quickbooks_item_create#Create a new item (product or service) in QuickBooks Online.6 params▾

Create a new item (product or service) in QuickBooks Online.

NameTypeRequiredDescription

NamestringrequiredName of the item.

TypestringrequiredItem type: Service, NonInventory, or Inventory.

ActivebooleanoptionalWhether the item is active.

DescriptionstringoptionalDescription of the item.

IncomeAccountRefstringoptionalIncome account reference as JSON, e.g. {"value":"1","name":"Services"}.

UnitPricestringoptionalUnit price as a number string, e.g. "150.00".

quickbooks_item_delete#Mark an item as inactive in QuickBooks Online (items cannot be permanently deleted).2 params▾

Mark an item as inactive in QuickBooks Online (items cannot be permanently deleted).

NameTypeRequiredDescription

IdstringrequiredItem ID.

SyncTokenstringrequiredSyncToken from item_get.

quickbooks_item_get#Retrieve a single QuickBooks Online item by ID.1 param▾

Retrieve a single QuickBooks Online item by ID.

NameTypeRequiredDescription

item_idstringrequiredThe ID of the item.

quickbooks_item_update#Update an existing item in QuickBooks Online.7 params▾

Update an existing item in QuickBooks Online.

NameTypeRequiredDescription

IdstringrequiredItem ID.

NamestringrequiredName of the item.

SyncTokenstringrequiredSyncToken from item_get.

TypestringrequiredItem type.

ActivebooleanoptionalWhether the item is active.

DescriptionstringoptionalDescription.

UnitPricestringoptionalUnit price as number string.

quickbooks_items_list#List items (products and services) from QuickBooks Online.3 params▾

List items (products and services) from QuickBooks Online.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

where_clausestringoptionalOptional WHERE clause, e.g. "Type = 'Service'"

quickbooks_journal_entries_list#List journal entries from QuickBooks Online.3 params▾

List journal entries from QuickBooks Online.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

where_clausestringoptionalOptional WHERE clause.

quickbooks_journal_entry_create#Create a new journal entry in QuickBooks Online.4 params▾

Create a new journal entry in QuickBooks Online.

NameTypeRequiredDescription

LinestringrequiredJournal entry lines as JSON array with debit/credit amounts.

DocNumberstringoptionalJournal entry number.

PrivateNotestringoptionalInternal memo.

TxnDatestringoptionalTransaction date YYYY-MM-DD.

quickbooks_journal_entry_delete#Delete a journal entry in QuickBooks Online.2 params▾

Delete a journal entry in QuickBooks Online.

NameTypeRequiredDescription

IdstringrequiredJournal Entry ID.

SyncTokenstringrequiredSyncToken from journal_entry_get.

quickbooks_journal_entry_get#Retrieve a single QuickBooks Online journal entry by ID.1 param▾

Retrieve a single QuickBooks Online journal entry by ID.

NameTypeRequiredDescription

journal_entry_idstringrequiredThe ID of the journal entry.

quickbooks_journal_entry_update#Update an existing journal entry in QuickBooks Online. Requires SyncToken from journal_entry_get.6 params▾

Update an existing journal entry in QuickBooks Online. Requires SyncToken from journal_entry_get.

NameTypeRequiredDescription

IdstringrequiredThe ID of the journal entry to update.

LinestringrequiredJournal entry lines as JSON array with debit/credit amounts.

SyncTokenstringrequiredSyncToken from the journal_entry_get response (optimistic locking).

DocNumberstringoptionalJournal entry number.

PrivateNotestringoptionalInternal memo.

TxnDatestringoptionalTransaction date YYYY-MM-DD.

quickbooks_payment_create#Create a new customer payment in QuickBooks Online.4 params▾

Create a new customer payment in QuickBooks Online.

NameTypeRequiredDescription

CustomerRefstringrequiredCustomer reference as JSON, e.g. {"value":"123"}.

TotalAmtstringrequiredTotal payment amount as number string, e.g. "500.00".

LinestringoptionalLinked transactions as JSON array.

PaymentRefNumstringoptionalPayment reference number (check number, etc.).

quickbooks_payment_delete#Delete a payment in QuickBooks Online.2 params▾

Delete a payment in QuickBooks Online.

NameTypeRequiredDescription

IdstringrequiredPayment ID.

SyncTokenstringrequiredSyncToken from payment_get.

quickbooks_payment_get#Retrieve a single QuickBooks Online payment by ID.1 param▾

Retrieve a single QuickBooks Online payment by ID.

NameTypeRequiredDescription

payment_idstringrequiredThe ID of the payment.

quickbooks_payment_methods_list#List payment methods (e.g. Cash, Check, Credit Card) configured in QuickBooks Online, via the SQL-like query endpoint (entity=PaymentMethod). Used to tag Payment and SalesReceipt transactions with how the customer paid.3 params▾

List payment methods (e.g. Cash, Check, Credit Card) configured in QuickBooks Online, via the SQL-like query endpoint (entity=PaymentMethod). Used to tag Payment and SalesReceipt transactions with how the customer paid.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

where_clausestringoptionalOptional WHERE clause, e.g. "Active = true"

quickbooks_payment_update#Update an existing payment in QuickBooks Online.5 params▾

Update an existing payment in QuickBooks Online.

NameTypeRequiredDescription

CustomerRefstringrequiredCustomer reference as JSON.

IdstringrequiredPayment ID.

SyncTokenstringrequiredSyncToken from payment_get.

TotalAmtstringrequiredTotal payment amount as number string.

PaymentRefNumstringoptionalPayment reference number.

quickbooks_payments_list#List payments from QuickBooks Online with optional filtering and pagination.3 params▾

List payments from QuickBooks Online with optional filtering and pagination.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

where_clausestringoptionalOptional WHERE clause.

quickbooks_purchase_create#Create a new purchase (expense paid by cash, check, or credit card) in QuickBooks Online.6 params▾

Create a new purchase (expense paid by cash, check, or credit card) in QuickBooks Online.

NameTypeRequiredDescription

AccountRefstringrequiredBank or credit card account the purchase was paid from, as JSON.

LinestringrequiredLine items as JSON array.

PaymentTypestringrequiredPayment method: Cash, Check, or CreditCard.

EntityRefstringoptionalPayee reference (vendor or employee) as JSON.

PrivateNotestringoptionalInternal memo.

TxnDatestringoptionalTransaction date YYYY-MM-DD.

quickbooks_purchase_delete#Delete a purchase in QuickBooks Online.2 params▾

Delete a purchase in QuickBooks Online.

NameTypeRequiredDescription

IdstringrequiredPurchase ID.

SyncTokenstringrequiredSyncToken from purchase_get.

quickbooks_purchase_get#Retrieve a single QuickBooks Online purchase by ID.1 param▾

Retrieve a single QuickBooks Online purchase by ID.

NameTypeRequiredDescription

purchase_idstringrequiredThe ID of the purchase.

quickbooks_purchase_order_create#Create a new purchase order in QuickBooks Online.5 params▾

Create a new purchase order in QuickBooks Online.

NameTypeRequiredDescription

LinestringrequiredLine items as JSON array.

VendorRefstringrequiredVendor reference as JSON.

DocNumberstringoptionalPurchase order number.

DueDatestringoptionalDue date YYYY-MM-DD.

PrivateNotestringoptionalInternal memo.

quickbooks_purchase_order_delete#Delete a purchase order in QuickBooks Online.2 params▾

Delete a purchase order in QuickBooks Online.

NameTypeRequiredDescription

IdstringrequiredPurchase Order ID.

SyncTokenstringrequiredSyncToken from purchase_order_get.

quickbooks_purchase_order_get#Retrieve a single QuickBooks Online purchase order by ID.1 param▾

Retrieve a single QuickBooks Online purchase order by ID.

NameTypeRequiredDescription

purchase_order_idstringrequiredThe ID of the purchase order.

quickbooks_purchase_order_update#Update an existing purchase order in QuickBooks Online. Requires SyncToken from purchase_order_get.7 params▾

Update an existing purchase order in QuickBooks Online. Requires SyncToken from purchase_order_get.

NameTypeRequiredDescription

IdstringrequiredThe ID of the purchase order to update.

LinestringrequiredLine items as JSON array.

SyncTokenstringrequiredSyncToken from the purchase_order_get response (optimistic locking).

VendorRefstringrequiredVendor reference as JSON.

DocNumberstringoptionalPurchase order number.

DueDatestringoptionalDue date YYYY-MM-DD.

PrivateNotestringoptionalInternal memo.

quickbooks_purchase_orders_list#List purchase orders from QuickBooks Online.3 params▾

List purchase orders from QuickBooks Online.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

where_clausestringoptionalOptional WHERE clause.

quickbooks_purchase_update#Update an existing purchase in QuickBooks Online. Requires SyncToken from purchase_get.8 params▾

Update an existing purchase in QuickBooks Online. Requires SyncToken from purchase_get.

NameTypeRequiredDescription

AccountRefstringrequiredBank or credit card account the purchase was paid from, as JSON.

IdstringrequiredThe ID of the purchase to update.

LinestringrequiredLine items as JSON array.

PaymentTypestringrequiredPayment method: Cash, Check, or CreditCard.

SyncTokenstringrequiredSyncToken from the purchase_get response (optimistic locking).

EntityRefstringoptionalPayee reference (vendor or employee) as JSON.

PrivateNotestringoptionalInternal memo.

TxnDatestringoptionalTransaction date YYYY-MM-DD.

quickbooks_purchases_list#List purchases from QuickBooks Online with optional filtering and pagination.3 params▾

List purchases from QuickBooks Online with optional filtering and pagination.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

where_clausestringoptionalOptional WHERE clause, e.g. "TxnDate > '2024-01-01'"

quickbooks_refund_receipt_create#Create a new refund receipt in QuickBooks Online.6 params▾

Create a new refund receipt in QuickBooks Online.

NameTypeRequiredDescription

CustomerRefstringrequiredCustomer reference as JSON.

DepositToAccountRefstringrequiredAccount to deposit the refund into as JSON, e.g. {"value":"35"} for Checking.

LinestringrequiredLine items as JSON array.

DocNumberstringoptionalRefund receipt number.

PaymentRefNumstringoptionalPayment reference number.

PrivateNotestringoptionalInternal memo.

quickbooks_refund_receipt_delete#Delete a refund receipt in QuickBooks Online.2 params▾

Delete a refund receipt in QuickBooks Online.

NameTypeRequiredDescription

IdstringrequiredRefund receipt ID.

SyncTokenstringrequiredSyncToken from refund_receipt_get.

quickbooks_refund_receipt_get#Retrieve a single QuickBooks Online refund receipt by ID.1 param▾

Retrieve a single QuickBooks Online refund receipt by ID.

NameTypeRequiredDescription

refund_receipt_idstringrequiredThe ID of the refund receipt.

quickbooks_refund_receipt_update#Update an existing refund receipt in QuickBooks Online. Requires SyncToken from refund_receipt_get.8 params▾

Update an existing refund receipt in QuickBooks Online. Requires SyncToken from refund_receipt_get.

NameTypeRequiredDescription

CustomerRefstringrequiredCustomer reference as JSON.

DepositToAccountRefstringrequiredAccount to deposit the refund into as JSON, e.g. {"value":"35"} for Checking.

IdstringrequiredThe ID of the refund receipt to update.

LinestringrequiredLine items as JSON array.

SyncTokenstringrequiredSyncToken from the refund_receipt_get response (optimistic locking).

DocNumberstringoptionalRefund receipt number.

PaymentRefNumstringoptionalPayment reference number.

PrivateNotestringoptionalInternal memo.

quickbooks_refund_receipts_list#List refund receipts from QuickBooks Online.2 params▾

List refund receipts from QuickBooks Online.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

quickbooks_report_aged_payables#Retrieve an Aged Payable Detail report from QuickBooks Online.2 params▾

Retrieve an Aged Payable Detail report from QuickBooks Online.

NameTypeRequiredDescription

due_datestringoptionalDue date filter in YYYY-MM-DD format.

report_datestringoptionalReport date in YYYY-MM-DD format.

quickbooks_report_aged_receivables#Retrieve an Aged Receivable Detail report from QuickBooks Online.2 params▾

Retrieve an Aged Receivable Detail report from QuickBooks Online.

NameTypeRequiredDescription

due_datestringoptionalDue date filter in YYYY-MM-DD format.

report_datestringoptionalReport date in YYYY-MM-DD format.

quickbooks_report_balance_sheet#Retrieve a Balance Sheet report from QuickBooks Online.3 params▾

Retrieve a Balance Sheet report from QuickBooks Online.

NameTypeRequiredDescription

accounting_methodstringoptionalAccounting method: Accrual or Cash.

end_datestringoptionalReport end date in YYYY-MM-DD format.

start_datestringoptionalReport start date in YYYY-MM-DD format.

quickbooks_report_cash_flow#Retrieve a Cash Flow report from QuickBooks Online.2 params▾

Retrieve a Cash Flow report from QuickBooks Online.

NameTypeRequiredDescription

end_datestringoptionalReport end date in YYYY-MM-DD format.

start_datestringoptionalReport start date in YYYY-MM-DD format.

quickbooks_report_customer_balance#Retrieve a Customer Balance report from QuickBooks Online.3 params▾

Retrieve a Customer Balance report from QuickBooks Online.

NameTypeRequiredDescription

accounting_methodstringoptionalAccounting method: Accrual or Cash.

end_datestringoptionalReport end date in YYYY-MM-DD format.

start_datestringoptionalReport start date in YYYY-MM-DD format.

quickbooks_report_general_ledger#Retrieve a General Ledger report from QuickBooks Online.3 params▾

Retrieve a General Ledger report from QuickBooks Online.

NameTypeRequiredDescription

accounting_methodstringoptionalAccounting method: Accrual or Cash.

end_datestringoptionalReport end date in YYYY-MM-DD format.

start_datestringoptionalReport start date in YYYY-MM-DD format.

quickbooks_report_profit_and_loss#Retrieve a Profit and Loss report from QuickBooks Online.3 params▾

Retrieve a Profit and Loss report from QuickBooks Online.

NameTypeRequiredDescription

accounting_methodstringoptionalAccounting method: Accrual or Cash.

end_datestringoptionalReport end date in YYYY-MM-DD format.

start_datestringoptionalReport start date in YYYY-MM-DD format.

quickbooks_report_transaction_list#Retrieve a Transaction List report from QuickBooks Online.3 params▾

Retrieve a Transaction List report from QuickBooks Online.

NameTypeRequiredDescription

accounting_methodstringoptionalAccounting method: Accrual or Cash.

end_datestringoptionalReport end date in YYYY-MM-DD format.

start_datestringoptionalReport start date in YYYY-MM-DD format.

quickbooks_report_trial_balance#Retrieve a Trial Balance report from QuickBooks Online.3 params▾

Retrieve a Trial Balance report from QuickBooks Online.

NameTypeRequiredDescription

accounting_methodstringoptionalAccounting method: Accrual or Cash.

end_datestringoptionalReport end date in YYYY-MM-DD format.

start_datestringoptionalReport start date in YYYY-MM-DD format.

quickbooks_report_vendor_balance#Retrieve a Vendor Balance report from QuickBooks Online.3 params▾

Retrieve a Vendor Balance report from QuickBooks Online.

NameTypeRequiredDescription

accounting_methodstringoptionalAccounting method: Accrual or Cash.

end_datestringoptionalReport end date in YYYY-MM-DD format.

start_datestringoptionalReport start date in YYYY-MM-DD format.

quickbooks_sales_receipt_create#Create a new sales receipt in QuickBooks Online.5 params▾

Create a new sales receipt in QuickBooks Online.

NameTypeRequiredDescription

CustomerRefstringrequiredCustomer reference as JSON.

LinestringrequiredLine items as JSON array.

DocNumberstringoptionalReceipt number.

PaymentRefNumstringoptionalPayment reference number.

PrivateNotestringoptionalInternal memo.

quickbooks_sales_receipt_delete#Delete a sales receipt in QuickBooks Online.2 params▾

Delete a sales receipt in QuickBooks Online.

NameTypeRequiredDescription

IdstringrequiredSales Receipt ID.

SyncTokenstringrequiredSyncToken from sales_receipt_get.

quickbooks_sales_receipt_get#Retrieve a single QuickBooks Online sales receipt by ID.1 param▾

Retrieve a single QuickBooks Online sales receipt by ID.

NameTypeRequiredDescription

sales_receipt_idstringrequiredThe ID of the sales receipt.

quickbooks_sales_receipt_update#Update an existing sales receipt in QuickBooks Online. Requires SyncToken from sales_receipt_get.7 params▾

Update an existing sales receipt in QuickBooks Online. Requires SyncToken from sales_receipt_get.

NameTypeRequiredDescription

CustomerRefstringrequiredCustomer reference as JSON.

IdstringrequiredThe ID of the sales receipt to update.

LinestringrequiredLine items as JSON array.

SyncTokenstringrequiredSyncToken from the sales_receipt_get response (optimistic locking).

DocNumberstringoptionalReceipt number.

PaymentRefNumstringoptionalPayment reference number.

PrivateNotestringoptionalInternal memo.

quickbooks_sales_receipts_list#List sales receipts from QuickBooks Online.3 params▾

List sales receipts from QuickBooks Online.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

where_clausestringoptionalOptional WHERE clause.

quickbooks_tax_code_get#Retrieve a single QuickBooks Online tax code by ID.1 param▾

Retrieve a single QuickBooks Online tax code by ID.

NameTypeRequiredDescription

tax_code_idstringrequiredThe ID of the tax code.

quickbooks_tax_codes_list#List tax codes from QuickBooks Online.2 params▾

List tax codes from QuickBooks Online.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

quickbooks_tax_rate_get#Retrieve a single tax rate by ID from QuickBooks Online.1 param▾

Retrieve a single tax rate by ID from QuickBooks Online.

NameTypeRequiredDescription

tax_rate_idstringrequiredThe ID of the tax rate.

quickbooks_tax_rates_list#List tax rates from QuickBooks Online with optional filtering and pagination.3 params▾

List tax rates from QuickBooks Online with optional filtering and pagination.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

where_clausestringoptionalOptional WHERE clause, e.g. "Active = true"

quickbooks_time_activities_list#List time activities from QuickBooks Online via the SQL-like query endpoint (entity=TimeActivity), matching the existing list-tool pattern used for other entities.3 params▾

List time activities from QuickBooks Online via the SQL-like query endpoint (entity=TimeActivity), matching the existing list-tool pattern used for other entities.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

where_clausestringoptionalOptional WHERE clause, e.g. "TxnDate > '2024-01-01'"

quickbooks_time_activity_create#Create a new time activity (billable or non-billable time entry) for an employee or vendor in QuickBooks Online. Set NameOf to 'Employee' and provide EmployeeRef, or set NameOf to 'Vendor' and provide VendorRef. Record duration with either Hours/Minutes or StartTime/EndTime, but not both.16 params▾

Create a new time activity (billable or non-billable time entry) for an employee or vendor in QuickBooks Online. Set NameOf to 'Employee' and provide EmployeeRef, or set NameOf to 'Vendor' and provide VendorRef. Record duration with either Hours/Minutes or StartTime/EndTime, but not both.

NameTypeRequiredDescription

NameOfstringrequiredWhether this time activity is for an Employee or a Vendor. Determines whether EmployeeRef or VendorRef is required.

TxnDatestringrequiredThe date of the time activity, in YYYY-MM-DD format.

BillableStatusstringoptionalBilling status of this time activity: Billable, NotBillable, or HasBeenBilled.

ClassRefstringoptionalClass reference as JSON, e.g. {"value":"123"}.

CustomerRefstringoptionalCustomer reference as JSON, e.g. {"value":"123"}. Set this to make the time billable to a customer.

DepartmentRefstringoptionalDepartment (location) reference as JSON, e.g. {"value":"123"}.

DescriptionstringoptionalFree-text description of the work performed.

EmployeeRefstringoptionalEmployee reference as JSON, e.g. {"value":"123"}. Required when NameOf is 'Employee'.

EndTimestringoptionalTime work ended, e.g. 2024-06-15T17:00:00-07:00. Use together with StartTime instead of Hours/Minutes.

HourlyRatenumberoptionalHourly rate to bill or pay for this time activity.

HoursintegeroptionalWhole hours worked (0-23). Use together with Minutes instead of StartTime/EndTime.

ItemRefstringoptionalService item reference as JSON, e.g. {"value":"123"}. Used when the time is billable.

MinutesintegeroptionalMinutes worked (0-59), in addition to Hours.

PayrollItemRefstringoptionalPayroll item reference as JSON, e.g. {"value":"123"}. US payroll only.

StartTimestringoptionalTime work started, e.g. 2024-06-15T09:00:00-07:00. Use together with EndTime instead of Hours/Minutes.

VendorRefstringoptionalVendor reference as JSON, e.g. {"value":"123"}. Required when NameOf is 'Vendor'.

quickbooks_time_activity_get#Retrieve a single QuickBooks Online time activity by ID.1 param▾

Retrieve a single QuickBooks Online time activity by ID.

NameTypeRequiredDescription

time_activity_idstringrequiredThe ID of the time activity.

quickbooks_transfer_create#Create a new fund transfer between accounts in QuickBooks Online.5 params▾

Create a new fund transfer between accounts in QuickBooks Online.

NameTypeRequiredDescription

AmountstringrequiredTransfer amount as number string.

FromAccountRefstringrequiredSource account reference as JSON.

ToAccountRefstringrequiredDestination account reference as JSON.

PrivateNotestringoptionalInternal memo.

TxnDatestringoptionalTransaction date YYYY-MM-DD.

quickbooks_transfer_get#Retrieve a single QuickBooks Online transfer by ID.1 param▾

Retrieve a single QuickBooks Online transfer by ID.

NameTypeRequiredDescription

transfer_idstringrequiredThe ID of the transfer.

quickbooks_transfers_list#List transfers from QuickBooks Online.2 params▾

List transfers from QuickBooks Online.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

quickbooks_vendor_create#Create a new vendor in QuickBooks Online.7 params▾

Create a new vendor in QuickBooks Online.

NameTypeRequiredDescription

DisplayNamestringrequiredDisplay name for the vendor.

ActivebooleanoptionalWhether the vendor is active.

CompanyNamestringoptionalCompany name.

FamilyNamestringoptionalLast name.

GivenNamestringoptionalFirst name.

PrimaryEmailAddrstringoptionalEmail as JSON.

PrimaryPhonestringoptionalPhone as JSON.

quickbooks_vendor_credit_create#Create a new vendor credit in QuickBooks Online.4 params▾

Create a new vendor credit in QuickBooks Online.

NameTypeRequiredDescription

LinestringrequiredLine items as JSON array.

VendorRefstringrequiredVendor reference as JSON.

DocNumberstringoptionalVendor credit number.

PrivateNotestringoptionalInternal memo.

quickbooks_vendor_credit_get#Retrieve a single QuickBooks Online vendor credit by ID.1 param▾

Retrieve a single QuickBooks Online vendor credit by ID.

NameTypeRequiredDescription

vendor_credit_idstringrequiredThe ID of the vendor credit.

quickbooks_vendor_credits_list#List vendor credits from QuickBooks Online.2 params▾

List vendor credits from QuickBooks Online.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

quickbooks_vendor_get#Retrieve a single QuickBooks Online vendor by ID.1 param▾

Retrieve a single QuickBooks Online vendor by ID.

NameTypeRequiredDescription

vendor_idstringrequiredThe ID of the vendor.

quickbooks_vendor_update#Update an existing vendor in QuickBooks Online.6 params▾

Update an existing vendor in QuickBooks Online.

NameTypeRequiredDescription

DisplayNamestringrequiredDisplay name.

IdstringrequiredVendor ID.

SyncTokenstringrequiredSyncToken from vendor_get.

ActivebooleanoptionalWhether the vendor is active.

CompanyNamestringoptionalCompany name.

PrimaryEmailAddrstringoptionalEmail as JSON.

quickbooks_vendors_list#List vendors from QuickBooks Online with optional filtering and pagination.3 params▾

List vendors from QuickBooks Online with optional filtering and pagination.

NameTypeRequiredDescription

max_resultsintegerrequiredMaximum number of records to return.

start_positionintegerrequiredStarting position for pagination (1-based).

where_clausestringoptionalOptional WHERE clause.