QuickBooks

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, Departm…

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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 ma…

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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…

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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 f…

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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.

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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…

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Read an account in QuickBooks with the given account ID.

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

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Read a customer in QuickBooks with the given customer ID.

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

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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.

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Read a vendor in QuickBooks with the given vendor ID.

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Tool to send a credit memo to a specified email address. Use when you need to email a credit memo to a customer.

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Tool to update an existing attachable in QuickBooks Online. Use when you need to modify attachable properties like note text or entity references. Requires the attachable Id and current SyncToken for optimistic locking.

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Tool to update company information in QuickBooks Online. Use when you need to update company details like name, address, or contact information. Requires Id and SyncToken from a previous read operation.

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Tool to update an existing department in QuickBooks Online. Use when you need to modify department details. Requires the department Id and current SyncToken to prevent concurrent update conflicts.

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Tool to fully replace an Invoice. Use when you need to update all aspects of an existing invoice in a single operation.

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Tool to update an existing payment method in QuickBooks Online. Use when you need to modify the name, status, or type of a payment method. Requires the payment method Id and current SyncToken.

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Update company preferences in QuickBooks Online. Requires Id and SyncToken from a previous read. Use sparse=true for partial updates (only specified fields are changed) or sparse=false/omitted for full replacement.

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Tool to perform a sparse update of an existing invoice. Use when you need to update only specific invoice fields without overwriting other data.

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Tool to update an existing payment term in QuickBooks Online. Use when you need to modify the name, status, type, or payment conditions of a payment term. Requires the payment term Id and current SyncToken.

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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.

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

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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 opti…

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