QuickBooks

Generate a customer income report in QuickBooks showing revenue by customer. Use when you need to analyze income generated from each customer over a specified period.

Generate a customer sales report in QuickBooks showing sales transactions and totals for customers. Can filter by specific customers, date ranges, and accounting method. Returns a hierarchical report with customer names, IDs, and their sales amounts.

Generate a Trial Balance report showing account debits, credits, and balances for a specified period. Use when you need to verify that total debits equal total credits across all accounts for accounting reconciliation.

Retrieve QuickBooks reports such as TransactionList, BalanceSheet, ProfitAndLoss, and others. Use when you need to access standardized financial or transaction reports with flexible filtering options.

Get the Transaction List report showing all transactions in the company. Use when you need a comprehensive view of all transactions with flexible filtering by date, customer, vendor, account, or other criteria.

Query Department entities in QuickBooks using SQL-like syntax. Use when you need to list departments or filter departments by criteria like active status, name patterns, or parent relationships. Supports WHERE clauses, pattern matching (LIKE with %), ORDERBY, and pagination.

Query Account entities in QuickBooks using SQL-like syntax. Use this action when you need to retrieve multiple accounts from the chart of accounts with filtering, sorting, or pagination. IMPORTANT: Queries the Account entity ONLY (chart of accounts). For other entities (Purchase, Invoice, Bill, Payment, etc.), use their respective query actions. NOTE: API returns ALL fields with values regardless of SELECT clause (projections not supported). CRITICAL RESTRICTIONS: Parentheses and OR operator are NOT supported. Use IN operator for multiple values: WHERE AccountType IN ('Bank', 'Credit Card'). Supports: WHERE clauses (=, <, >, LIKE, IN), AND operator, pattern matching (%), ORDER BY, pagination (MAXRESULTS up to 1000, STARTPOSITION), COUNT.

Query Bill entities in QuickBooks using SQL-like syntax. Returns bills with vendor information, line items, amounts, due dates, and payment status. Use this action when you need to search or filter bills by criteria such as vendor, date range, balance, or total amount. IMPORTANT: Queries the Bill entity ONLY (vendor bills/payables). For other entities (Invoice, Payment, Account, etc.), use their respective query actions. NOTE: API returns ALL fields with values regardless of SELECT clause (projections not supported). CRITICAL RESTRICTIONS: Parentheses and OR operator are NOT supported. Use IN operator for multiple values: WHERE VendorRef IN ('1', '2', '3') Common queryable fields: Id, TxnDate, DueDate, VendorRef, TotalAmt, Balance, DocNumber. NON-QUERYABLE fields: PrivateNote, AccountRef, CurrencyRef, DepartmentRef, ClassRef.

Query Customer entities in QuickBooks using SQL-like syntax. Use this action when you need to find customers by name, email, balance, active status, or other criteria with pagination support. IMPORTANT: Queries the Customer entity ONLY. For other entities use their respective query actions. CRITICAL RESTRICTIONS: Parentheses and OR operator are NOT supported. Use IN for multiple values. Supports: WHERE (=, <, >, LIKE, IN), AND, pattern matching (%), ORDER BY, pagination (MAXRESULTS up to 1000), COUNT.

Query Estimate entities in QuickBooks using SQL-like syntax. Returns estimates matching specified criteria such as status, customer, date range, or amount. Use this action when you need to search for, filter, or list QuickBooks estimates based on specific conditions. The query syntax supports WHERE clauses, pattern matching with LIKE, ordering, and pagination. IMPORTANT: Queries the Estimate entity ONLY. For other entities (Invoice, Bill, Payment, Account, etc.), use their respective query actions. NOTE: API returns ALL fields with values regardless of SELECT clause (field projections not supported). CRITICAL RESTRICTIONS: Parentheses and OR operator are NOT supported. Use IN operator for multiple values: WHERE CustomerRef IN ('1', '2') Common queryable fields: Id, TxnDate, TotalAmt, CustomerRef, DocNumber, TxnStatus, ExpirationDate, EmailStatus, PrintStatus. NON-QUERYABLE fields: PrivateNote, DepartmentRef, ClassRef, CurrencyRef cause QueryValidationError.

Query QuickBooks invoices with flexible filtering and pagination support. Use this action when you need to search for invoices based on specific criteria like customer, date range, amount, or payment status. Use when retrieving invoices with custom filters, date ranges, or payment status. Supports SQL-like queries for advanced filtering on queryable fields. For simple listing without filters, consider using ListInvoices instead. IMPORTANT: The query parameter uses QuickBooks Query Language which does NOT support the OR operator. Use IN operator for multiple values or query without WHERE clause and filter client-side.

Query Item entities in QuickBooks using SQL-like syntax. Use this action to search, filter, and retrieve products and services from the QuickBooks catalog. IMPORTANT: Queries Item entity ONLY. For other entities use their respective query actions. Parentheses and OR operator NOT supported - use IN instead. Reference fields NOT queryable - filter client-side if needed.

Query Payment entities in QuickBooks using SQL-like syntax. Use when searching, filtering, or listing payments by date, customer, amount, or other attributes. For a single payment by ID, use GetPayment instead.

Execute SQL-like queries on QuickBooks Online entities. Supports all entity types (Customer, Invoice, Bill, Payment, Purchase, Account, etc.) with WHERE clauses, pattern matching, ordering, and pagination. IMPORTANT: Many fields are NOT queryable in WHERE clauses including PrivateNote, AccountRef, CurrencyRef, DepartmentRef, ClassRef, etc. Use queryable fields like Id, TxnDate, PaymentType, DisplayName instead. For non-queryable field filtering, query by date range and filter client-side. See parameter description for full list of queryable vs non-queryable fields. Use entity-specific query tools when available for typed responses.

Query Vendor entities in QuickBooks using SQL-like syntax. Returns vendors matching the specified criteria with full details. Use this action when you need to search, filter, or list vendors based on conditions such as active status, display name, balance, or 1099 eligibility. Supports pagination for large result sets. IMPORTANT: Queries the Vendor entity ONLY. For other entities use their respective query actions. Parentheses and OR operator are NOT supported - use IN operator instead.

Generate a balance detail report for a customer in QuickBooks with the given customer ID.

Generate a customer balance report in QuickBooks showing outstanding balances for customers. Can filter by specific customers, date ranges, payment status, and accounting method. Returns a hierarchical report with customer names, IDs, and their current balance amounts.

Tool to read details of a specific attachable by ID in QuickBooks Online. Attachables represent file attachments linked to entities like invoices, customers, or bills.

Tool to retrieve a specific bank account by ID from QuickBooks Payments API. Use when you need to get details about a specific payment method for a customer.

Tool to fetch a QuickBooks bill by ID. Use when needing to retrieve bill details including vendor reference, line items, amounts, and payment status.

Tool to retrieve details of a specific bill payment by ID in QuickBooks Online. Use when you need to view information about an existing bill payment.

Tool to read company preferences that control application behavior in QuickBooks Online. Use when needing to retrieve accounting settings, sales form configurations, tax preferences, time tracking settings, or other company-wide preference data.

Tool to fetch a QuickBooks credit memo by ID. Use when needing full credit memo details including metadata, customer info, line items, and remaining credit amount.

Tool to download a QuickBooks credit memo as a PDF file. Use when you need to retrieve the printable PDF version of a credit memo.

Read details of a specific department by ID in QuickBooks Online. Use when you need to retrieve information about a department.

Tool to read details of a specific deposit by ID in QuickBooks Online. Use when you need complete deposit information including line items, amounts, and metadata.

Tool to fetch a QuickBooks estimate by ID. Use when needing full estimate details including metadata, line items, and sync token.

Tool to download a QuickBooks estimate as a PDF file. Use when you need to retrieve the printable PDF version of an estimate.

Tool to get exchange rate for a specific currency code and date in QuickBooks Online. Use when needing to retrieve the current or historical exchange rate between a foreign currency and the company's home currency.

Generate an Inventory Valuation Summary report showing inventory quantities and their current values. Use when you need to understand inventory asset values, track stock levels, or analyze inventory costs by item.

Tool to download a QuickBooks invoice as a PDF file. Use when you need to retrieve the printable PDF version of an invoice.

Tool to retrieve a specific item by its ID from QuickBooks Online. Use when you need full details of a product or service item.

Tool to read details of a specific QuickBooks journal entry by ID. Use when you need complete journal entry information including transaction date, line items, posting types, and account references.

Tool to fetch details of a specific payment by ID in QuickBooks Online. Use when needing payment information including customer, amounts, and linked transactions.

Read details of a specific payment method by ID in QuickBooks Online. Use when you need to retrieve information about a payment method entity.

Tool to download a QuickBooks payment record as a PDF file. Use when you need to retrieve the printable PDF version of a payment.

Tool to fetch details of a specific purchase by ID in QuickBooks Online. Use when you need to retrieve complete purchase information including line items, payment details, and metadata.

Tool to fetch a QuickBooks purchase order by ID. Use when needing full purchase order details including line items, vendor information, and metadata.

Tool to download a QuickBooks purchase order as a PDF file. Use when you need to retrieve the printable PDF version of a purchase order.

Tool to fetch a QuickBooks refund receipt by ID. Use when needing details of a specific refund issued to a customer.

Tool to download a QuickBooks refund receipt as a PDF file. Use when you need to retrieve the printable PDF version of a refund receipt.

Generate an aged payable detail report showing aging detail for accounts payable. Use when you need to analyze outstanding vendor bills grouped by aging periods.

Generate an aged receivable detail report showing aging detail for accounts receivable. Use when you need to analyze outstanding customer invoices grouped by aging periods.

Generate a ClassSales report in QuickBooks showing sales amounts grouped by class. Use when you need to analyze sales performance by class tracking categories.

Generate a department sales report in QuickBooks showing sales data broken down by department. Use when you need to analyze sales performance across different departments within a date range. Note: Department tracking must be enabled in the QuickBooks company file for this report to return data.

Generate an ItemSales report showing sales data for products and services. Use when you need to analyze sales performance by item including quantity sold, revenue, COGS, and gross margin.

Tool to fetch a QuickBooks sales receipt by ID. Use when needing full sales receipt details including customer info, line items, payment details, and metadata.

Tool to download a QuickBooks sales receipt as a PDF file. Use when you need to retrieve the printable PDF version of a sales receipt.

Tool to read details of a specific tax rate by ID in QuickBooks Online. Use when you need to retrieve information about a tax rate.

Read details of a specific payment term by ID in QuickBooks Online. Terms define payment conditions like Net 30 or Due on Receipt.

Tool to read details of a specific time activity by ID in QuickBooks Online. Returns complete time tracking information including employee/vendor reference, hours worked, billing rate, and associated customer.

Tool to fetch a QuickBooks transfer by ID. Use when needing to retrieve transfer details including from/to account references and transfer amount.

Tool to fetch a QuickBooks vendor credit by ID. Use when needing to retrieve vendor credit details including vendor reference, line items, amounts, and balance status.

Retrieve a vendor expenses report from QuickBooks showing expense transactions by vendor. This report displays the total expenses incurred for each vendor, providing a detailed view of vendor-related spending. Filter by specific vendors, date ranges, payment status, and customize with various grouping and sorting options.

Tool to retrieve all payment cards on file for a customer in QuickBooks Payments API. Use when needing to list saved payment methods for a customer.

Tool to list invoices via QuickBooks Query endpoint. Use when retrieving invoices with optional pagination and custom fields.

Query Account entities in QuickBooks using SQL-like syntax. IMPORTANT: Queries the Account entity ONLY (chart of accounts). For other entities (Purchase, Invoice, Bill, Payment, etc.), use their respective query actions. NOTE: API returns ALL fields with values regardless of SELECT clause (projections not supported). CRITICAL RESTRICTIONS: Parentheses and OR operator are NOT supported. Use IN operator for multiple values: WHERE AccountType IN ('Bank', 'Credit Card') Supports: WHERE clauses (=, <, >, LIKE, IN), AND operator, pattern matching (%), ORDER BY, pagination (MAXRESULTS up to 1000, STARTPOSITION), COUNT. Common fields: Id, Name, AccountType, AccountSubType, Classification, Active, FullyQualifiedName, CurrentBalance, AcctNum, Description, SubAccount. Examples: - SELECT * FROM Account WHERE AccountType = 'Expense' MAXRESULTS 100 - SELECT * FROM Account WHERE Active = true ORDER BY Name - SELECT * FROM Account WHERE AccountType IN ('Bank', 'Credit Card')

Query Attachable entities in QuickBooks using SQL-like syntax. Use when you need to retrieve multiple attachables or search for specific file attachments.

Read an account in QuickBooks with the given account ID.

Read details of a specific class by ID in QuickBooks Online. Classes allow categorization of transactions.

Read a customer in QuickBooks with the given customer ID.

Read an employee's details in QuickBooks with the given employee ID.

Tool to fetch a QuickBooks invoice by ID or the most recent if no ID provided. Use when needing full invoice details including metadata and sync token.

Read a vendor in QuickBooks with the given vendor ID.

Generate a balance detail report for a vendor in QuickBooks with the given vendor ID.

Retrieve a vendor balance report from QuickBooks showing outstanding balances for vendors. This report displays the total amount owed to each vendor, providing a summary of accounts payable. You can filter by specific vendors, date ranges, payment status, and customize the report with various grouping and sorting options.

Create a new bank account on file for a customer in QuickBooks Payments API. Use this when you need to add ACH/eCheck payment capabilities for a customer.

Create a new class in QuickBooks Online. Use when you need to categorize transactions by department, location, or other business segments.

Tool to create a new credit memo in QuickBooks Online. Use when issuing credit to a customer for returns, refunds, or adjustments.

Create a new customer in QuickBooks with the given parameters.

Tool to create an eCheck payment using ACH bank transfer in QuickBooks Payments API. Use when processing payments from customer bank accounts via electronic check. The payment is debited directly from the customer's bank account using the provided routing and account numbers.

Create a new employee in QuickBooks.

Creates a new invoice in QuickBooks for a customer. An invoice represents a sales transaction where goods or services are sold to a customer on credit or for immediate payment. This action requires: - A valid customer ID (obtain from QUICKBOOKS_CREATE_CUSTOMER or QUICKBOOKS_READ_CUSTOMER) - At least one line item with a valid item/service ID and amount The created invoice will have a unique ID, document number, due date, total amount, and balance. Use this to bill customers for products or services rendered. To update the invoice later, re-read it first to obtain the current SyncToken; stale tokens cause update rejections.

Tool to create a new purchase transaction in QuickBooks Online. A purchase represents an expense such as a cash payment, check, or credit card purchase. Use when recording business expenses or making payments to vendors.

Tool to create a new refund receipt in QuickBooks Online. Use when a customer receives a refund for returned goods or services.

Create a new tax agency in QuickBooks Online. Use when you need to set up a new tax authority or agency for tax reporting purposes.

Create a new tax code with associated tax rates using the TaxService endpoint. Use when you need to set up new tax codes for sales or purchase transactions with specific tax rates.

Create a new time activity record in QuickBooks Online. TimeActivity tracks employee or vendor time worked on jobs or projects. Use when recording billable or non-billable hours for employees or vendors.

Create a new vendor in QuickBooks with the given details.

Tool to create a new vendor credit in QuickBooks Online. Use when recording a credit from a vendor that reduces what you owe.

Tool to update an existing transfer in QuickBooks Online. Use when you need to modify a transfer between accounts. Requires the transfer Id and current SyncToken to prevent concurrent update conflicts.