QuickBooks

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.

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Retrieve the AccountList report from QuickBooks showing a list of all accounts. This report displays all account details including name, type, and balance information.

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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.

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Retrieve an Aged Payables aging summary report from QuickBooks showing outstanding vendor balances grouped by age. Shows amounts owed to vendors categorized by aging periods (e.g., current, 1-30 days, 31-60 days overdue).

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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.

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Generate a cash flow report in QuickBooks showing cash inflows and outflows categorized by operating, investing, and financing activities. Use when you need to analyze cash movement and liquidity over a specified period.

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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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

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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.

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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.

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

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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.

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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 opti…

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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.

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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.

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

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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).…

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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 the…

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

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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 b…

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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: Pare…

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