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QuickBooks connector

OAuth 2.0 accountingfinance

Connect your agent to QuickBooks Online to manage customers, invoices, bills, payments, and financial reports.

QuickBooks connector

  1. Install the SDK

    Section titled “Install the SDK”
    Terminal window
    npm install @scalekit-sdk/node

    Full SDK reference: Node.js | Python

  2. Set your credentials

    Section titled “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

    Section titled “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

    Section titled “Authorize and make your first call”
    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)

What you can do

Section titled “What you can do”

Connect this agent connector to let your agent:

  • Manage customers and vendors — create, update, list, and retrieve customer and vendor records
  • Create and manage invoices — create invoices, update line items, void or delete, and send by email
  • Track bills and payments — create bills from vendors, record bill payments with check or credit card
  • Handle estimates and purchase orders — create, update, and delete estimates; manage purchase orders
  • Record journal entries, deposits, and transfers — post journal entries, create deposits, and transfer funds between accounts
  • Manage items and products — create service and inventory items with pricing and account assignments
  • Access financial reports — retrieve Profit & Loss, Balance Sheet, Cash Flow, Trial Balance, General Ledger, Aged Payables, and Aged Receivables reports
  • Manage classes and departments — organize transactions with classes and departments
  • Work with tax codes — list and retrieve tax codes for accurate tax application

Common workflows

Section titled “Common workflows”
Proxy API call 
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);
List customers 
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);
Create an invoice 
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);

Tool list

Section titled “Tool list”

Pass the exact tool name from the list below when you call executeTool (Node.js) or execute_tool (Python).

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_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'").

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
where_clause string optional Optional WHERE clause to filter accounts, e.g. "AccountType = 'Bank'".
quickbooks_account_get # Retrieve a single QuickBooks Online account by its ID. 1 param

Retrieve a single QuickBooks Online account by its ID.

Name Type Required Description
account_id string required The ID of the account to retrieve.
quickbooks_account_create # Create a new account in QuickBooks Online. 6 params

Create a new account in QuickBooks Online.

Name Type Required Description
Name string required Name of the account.
AccountType string required Account type (e.g. Bank, Expense, Income, Liability).
AccountSubType string optional Account sub-type.
Description string optional Description of the account.
CurrencyRef string optional Currency reference as JSON, e.g. `{"value":"USD"}`.
Active boolean optional Whether the account is active.
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.

Name Type Required Description
Id string required The ID of the account to update.
SyncToken string required SyncToken from the account_get response (optimistic locking).
Name string required Name of the account.
AccountType string required Account type.
Description string optional Description.
Active boolean optional Whether the account is active.
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.

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
where_clause string optional Optional WHERE clause, e.g. "Active = true".
quickbooks_customer_get # Retrieve a single QuickBooks Online customer by ID. 1 param

Retrieve a single QuickBooks Online customer by ID.

Name Type Required Description
customer_id string required The ID of the customer.
quickbooks_customer_create # Create a new customer in QuickBooks Online. 8 params

Create a new customer in QuickBooks Online.

Name Type Required Description
DisplayName string required Display name for the customer.
GivenName string optional First name.
FamilyName string optional Last name.
CompanyName string optional Company name.
PrimaryEmailAddr string optional Email as JSON, e.g. `{"Address":"john@example.com"}`.
PrimaryPhone string optional Phone as JSON, e.g. `{"FreeFormNumber":"555-1234"}`.
BillAddr string optional Billing address as JSON object.
Active boolean optional Whether the customer is active.
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.

Name Type Required Description
Id string required Customer ID.
SyncToken string required SyncToken from customer_get.
DisplayName string required Display name.
GivenName string optional First name.
FamilyName string optional Last name.
CompanyName string optional Company name.
PrimaryEmailAddr string optional Email as JSON.
Active boolean optional Whether the customer is active.
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).

Name Type Required Description
Id string required Customer ID.
SyncToken string required SyncToken from customer_get.
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.

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
where_clause string optional Optional WHERE clause.
quickbooks_vendor_get # Retrieve a single QuickBooks Online vendor by ID. 1 param

Retrieve a single QuickBooks Online vendor by ID.

Name Type Required Description
vendor_id string required The ID of the vendor.
quickbooks_vendor_create # Create a new vendor in QuickBooks Online. 7 params

Create a new vendor in QuickBooks Online.

Name Type Required Description
DisplayName string required Display name for the vendor.
GivenName string optional First name.
FamilyName string optional Last name.
CompanyName string optional Company name.
PrimaryEmailAddr string optional Email as JSON.
PrimaryPhone string optional Phone as JSON.
Active boolean optional Whether the vendor is active.
quickbooks_vendor_update # Update an existing vendor in QuickBooks Online. 6 params

Update an existing vendor in QuickBooks Online.

Name Type Required Description
Id string required Vendor ID.
SyncToken string required SyncToken from vendor_get.
DisplayName string required Display name.
CompanyName string optional Company name.
PrimaryEmailAddr string optional Email as JSON.
Active boolean optional Whether the vendor is active.
quickbooks_items_list # List items (products and services) from QuickBooks Online. 3 params

List items (products and services) from QuickBooks Online.

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
where_clause string optional Optional WHERE clause, e.g. "Type = 'Service'".
quickbooks_item_get # Retrieve a single QuickBooks Online item by ID. 1 param

Retrieve a single QuickBooks Online item by ID.

Name Type Required Description
item_id string required The ID of the item.
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.

Name Type Required Description
Name string required Name of the item.
Type string required Item type: Service, NonInventory, or Inventory.
Description string optional Description of the item.
UnitPrice string optional Unit price as a number string, e.g. `"150.00"`.
IncomeAccountRef string optional Income account reference as JSON, e.g. `{"value":"1","name":"Services"}`.
Active boolean optional Whether the item is active.
quickbooks_item_update # Update an existing item in QuickBooks Online. 7 params

Update an existing item in QuickBooks Online.

Name Type Required Description
Id string required Item ID.
SyncToken string required SyncToken from item_get.
Name string required Name of the item.
Type string required Item type.
Description string optional Description.
UnitPrice string optional Unit price as number string.
Active boolean optional Whether the item is active.
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).

Name Type Required Description
Id string required Item ID.
SyncToken string required SyncToken from item_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.

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
where_clause string optional Optional WHERE clause, e.g. "TxnDate > '2024-01-01'".
quickbooks_invoice_get # Retrieve a single QuickBooks Online invoice by ID. 1 param

Retrieve a single QuickBooks Online invoice by ID.

Name Type Required Description
invoice_id string required The ID of the invoice.
quickbooks_invoice_create # Create a new invoice in QuickBooks Online. 7 params

Create a new invoice in QuickBooks Online.

Name Type Required Description
CustomerRef string required Customer reference as JSON, e.g. `{"value":"123"}`.
Line string required Line items as JSON array.
DueDate string optional Due date in YYYY-MM-DD format.
DocNumber string optional Invoice number.
PrivateNote string optional Internal memo.
EmailStatus string optional Email status: EmailSent or NotSet.
BillEmail string optional Billing email as JSON, e.g. `{"Address":"customer@example.com"}`.
quickbooks_invoice_update # Update an existing invoice in QuickBooks Online. 8 params

Update an existing invoice in QuickBooks Online.

Name Type Required Description
Id string required Invoice ID.
SyncToken string required SyncToken from invoice_get.
CustomerRef string required Customer reference as JSON.
Line string required Line items as JSON array.
DueDate string optional Due date YYYY-MM-DD.
DocNumber string optional Invoice number.
PrivateNote string optional Internal memo.
EmailStatus string optional Email status.
quickbooks_invoice_void # Void an invoice in QuickBooks Online. 2 params

Void an invoice in QuickBooks Online.

Name Type Required Description
Id string required Invoice ID.
SyncToken string required SyncToken from invoice_get.
quickbooks_invoice_delete # Delete an invoice in QuickBooks Online. 2 params

Delete an invoice in QuickBooks Online.

Name Type Required Description
Id string required Invoice ID.
SyncToken string required SyncToken from invoice_get.
quickbooks_invoice_send # Send an invoice by email in QuickBooks Online. 2 params

Send an invoice by email in QuickBooks Online.

Name Type Required Description
invoice_id string required The ID of the invoice to send.
send_to string required Email address to send the invoice to.
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.

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
where_clause string optional Optional WHERE clause.
quickbooks_bill_get # Retrieve a single QuickBooks Online bill by ID. 1 param

Retrieve a single QuickBooks Online bill by ID.

Name Type Required Description
bill_id string required The ID of the bill.
quickbooks_bill_create # Create a new bill in QuickBooks Online. 5 params

Create a new bill in QuickBooks Online.

Name Type Required Description
VendorRef string required Vendor reference as JSON, e.g. `{"value":"123"}`.
Line string required Line items as JSON array.
DueDate string optional Due date YYYY-MM-DD.
DocNumber string optional Bill number.
PrivateNote string optional Internal memo.
quickbooks_bill_update # Update an existing bill in QuickBooks Online. 6 params

Update an existing bill in QuickBooks Online.

Name Type Required Description
Id string required Bill ID.
SyncToken string required SyncToken from bill_get.
VendorRef string required Vendor reference as JSON.
Line string required Line items as JSON array.
DueDate string optional Due date YYYY-MM-DD.
PrivateNote string optional Internal memo.
quickbooks_bill_delete # Delete a bill in QuickBooks Online. 2 params

Delete a bill in QuickBooks Online.

Name Type Required Description
Id string required Bill ID.
SyncToken string required SyncToken from bill_get.
quickbooks_bill_payments_list # List bill payments from QuickBooks Online. 3 params

List bill payments from QuickBooks Online.

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
where_clause string optional Optional WHERE clause.
quickbooks_bill_payment_get # Retrieve a single QuickBooks Online bill payment by ID. 1 param

Retrieve a single QuickBooks Online bill payment by ID.

Name Type Required Description
bill_payment_id string required The ID of the bill payment.
quickbooks_bill_payment_create # Create a new bill payment in QuickBooks Online. 8 params

Create a new bill payment in QuickBooks Online.

Name Type Required Description
VendorRef string required Vendor reference as JSON, e.g. `{"value":"123"}`.
TotalAmt string required Total amount as number string, e.g. `"200.00"`.
PayType string required Payment type: Check or CreditCard.
Line string required Linked transactions as JSON array with LinkedTxn.
DocNumber string optional Document/check number.
CheckPayment string optional Check payment details as JSON, required when PayType is Check. e.g. `{"BankAccountRef":{"value":"35"}}`.
CreditCardPayment string optional Credit card payment details as JSON, required when PayType is CreditCard. e.g. `{"CCAccountRef":{"value":"41"}}`.
PrivateNote string optional Internal memo.
quickbooks_bill_payment_delete # Delete a bill payment in QuickBooks Online. 2 params

Delete a bill payment in QuickBooks Online.

Name Type Required Description
Id string required Bill Payment ID.
SyncToken string required SyncToken from bill_payment_get.
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.

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
where_clause string optional Optional WHERE clause.
quickbooks_payment_get # Retrieve a single QuickBooks Online payment by ID. 1 param

Retrieve a single QuickBooks Online payment by ID.

Name Type Required Description
payment_id string required The ID of the payment.
quickbooks_payment_create # Create a new customer payment in QuickBooks Online. 4 params

Create a new customer payment in QuickBooks Online.

Name Type Required Description
CustomerRef string required Customer reference as JSON, e.g. `{"value":"123"}`.
TotalAmt string required Total payment amount as number string, e.g. `"500.00"`.
PaymentRefNum string optional Payment reference number (check number, etc.).
Line string optional Linked transactions as JSON array.
quickbooks_payment_update # Update an existing payment in QuickBooks Online. 5 params

Update an existing payment in QuickBooks Online.

Name Type Required Description
Id string required Payment ID.
SyncToken string required SyncToken from payment_get.
CustomerRef string required Customer reference as JSON.
TotalAmt string required Total payment amount as number string.
PaymentRefNum string optional Payment reference number.
quickbooks_payment_delete # Delete a payment in QuickBooks Online. 2 params

Delete a payment in QuickBooks Online.

Name Type Required Description
Id string required Payment ID.
SyncToken string required SyncToken from payment_get.
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.

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
where_clause string optional Optional WHERE clause.
quickbooks_estimate_get # Retrieve a single QuickBooks Online estimate by ID. 1 param

Retrieve a single QuickBooks Online estimate by ID.

Name Type Required Description
estimate_id string required The ID of the estimate.
quickbooks_estimate_create # Create a new estimate (quote) in QuickBooks Online. 5 params

Create a new estimate (quote) in QuickBooks Online.

Name Type Required Description
CustomerRef string required Customer reference as JSON.
Line string required Line items as JSON array.
DocNumber string optional Estimate number.
ExpirationDate string optional Expiration date YYYY-MM-DD.
PrivateNote string optional Internal memo.
quickbooks_estimate_delete # Delete an estimate in QuickBooks Online. 2 params

Delete an estimate in QuickBooks Online.

Name Type Required Description
Id string required Estimate ID.
SyncToken string required SyncToken from estimate_get.
quickbooks_credit_memos_list # List credit memos from QuickBooks Online. 3 params

List credit memos from QuickBooks Online.

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
where_clause string optional Optional WHERE clause.
quickbooks_credit_memo_get # Retrieve a single QuickBooks Online credit memo by ID. 1 param

Retrieve a single QuickBooks Online credit memo by ID.

Name Type Required Description
credit_memo_id string required The ID of the credit memo.
quickbooks_credit_memo_create # Create a new credit memo in QuickBooks Online. 4 params

Create a new credit memo in QuickBooks Online.

Name Type Required Description
CustomerRef string required Customer reference as JSON.
Line string required Line items as JSON array.
DocNumber string optional Credit memo number.
PrivateNote string optional Internal memo.
quickbooks_credit_memo_delete # Delete a credit memo in QuickBooks Online. 2 params

Delete a credit memo in QuickBooks Online.

Name Type Required Description
Id string required Credit Memo ID.
SyncToken string required SyncToken from credit_memo_get.
quickbooks_sales_receipts_list # List sales receipts from QuickBooks Online. 3 params

List sales receipts from QuickBooks Online.

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
where_clause string optional Optional WHERE clause.
quickbooks_sales_receipt_get # Retrieve a single QuickBooks Online sales receipt by ID. 1 param

Retrieve a single QuickBooks Online sales receipt by ID.

Name Type Required Description
sales_receipt_id string required The ID of the sales receipt.
quickbooks_sales_receipt_create # Create a new sales receipt in QuickBooks Online. 5 params

Create a new sales receipt in QuickBooks Online.

Name Type Required Description
CustomerRef string required Customer reference as JSON.
Line string required Line items as JSON array.
DocNumber string optional Receipt number.
PaymentRefNum string optional Payment reference number.
PrivateNote string optional Internal memo.
quickbooks_sales_receipt_delete # Delete a sales receipt in QuickBooks Online. 2 params

Delete a sales receipt in QuickBooks Online.

Name Type Required Description
Id string required Sales Receipt ID.
SyncToken string required SyncToken from sales_receipt_get.
quickbooks_refund_receipts_list # List refund receipts from QuickBooks Online. 2 params

List refund receipts from QuickBooks Online.

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
quickbooks_refund_receipt_get # Retrieve a single QuickBooks Online refund receipt by ID. 1 param

Retrieve a single QuickBooks Online refund receipt by ID.

Name Type Required Description
refund_receipt_id string required The ID of the refund receipt.
quickbooks_refund_receipt_create # Create a new refund receipt in QuickBooks Online. 6 params

Create a new refund receipt in QuickBooks Online.

Name Type Required Description
CustomerRef string required Customer reference as JSON.
DepositToAccountRef string required Account to deposit the refund into as JSON, e.g. `{"value":"35"}` for Checking.
Line string required Line items as JSON array.
DocNumber string optional Refund receipt number.
PaymentRefNum string optional Payment reference number.
PrivateNote string optional Internal memo.
quickbooks_purchase_orders_list # List purchase orders from QuickBooks Online. 3 params

List purchase orders from QuickBooks Online.

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
where_clause string optional Optional WHERE clause.
quickbooks_purchase_order_get # Retrieve a single QuickBooks Online purchase order by ID. 1 param

Retrieve a single QuickBooks Online purchase order by ID.

Name Type Required Description
purchase_order_id string required The ID of the purchase order.
quickbooks_purchase_order_create # Create a new purchase order in QuickBooks Online. 5 params

Create a new purchase order in QuickBooks Online.

Name Type Required Description
VendorRef string required Vendor reference as JSON.
Line string required Line items as JSON array.
DocNumber string optional Purchase order number.
DueDate string optional Due date YYYY-MM-DD.
PrivateNote string optional Internal memo.
quickbooks_purchase_order_delete # Delete a purchase order in QuickBooks Online. 2 params

Delete a purchase order in QuickBooks Online.

Name Type Required Description
Id string required Purchase Order ID.
SyncToken string required SyncToken from purchase_order_get.
quickbooks_deposits_list # List deposits from QuickBooks Online. 2 params

List deposits from QuickBooks Online.

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
quickbooks_deposit_get # Retrieve a single QuickBooks Online deposit by ID. 1 param

Retrieve a single QuickBooks Online deposit by ID.

Name Type Required Description
deposit_id string required The ID of the deposit.
quickbooks_deposit_create # Create a new deposit in QuickBooks Online. 4 params

Create a new deposit in QuickBooks Online.

Name Type Required Description
DepositToAccountRef string required Account to deposit into as JSON.
Line string required Deposit lines as JSON array.
TxnDate string optional Transaction date YYYY-MM-DD.
PrivateNote string optional Internal memo.
quickbooks_deposit_delete # Delete a deposit in QuickBooks Online. 2 params

Delete a deposit in QuickBooks Online.

Name Type Required Description
Id string required Deposit ID.
SyncToken string required SyncToken from deposit_get.
quickbooks_transfers_list # List transfers from QuickBooks Online. 2 params

List transfers from QuickBooks Online.

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
quickbooks_transfer_get # Retrieve a single QuickBooks Online transfer by ID. 1 param

Retrieve a single QuickBooks Online transfer by ID.

Name Type Required Description
transfer_id string required The ID of the transfer.
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.

Name Type Required Description
FromAccountRef string required Source account reference as JSON.
ToAccountRef string required Destination account reference as JSON.
Amount string required Transfer amount as number string.
TxnDate string optional Transaction date YYYY-MM-DD.
PrivateNote string optional Internal memo.
quickbooks_journal_entries_list # List journal entries from QuickBooks Online. 3 params

List journal entries from QuickBooks Online.

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
where_clause string optional Optional WHERE clause.
quickbooks_journal_entry_get # Retrieve a single QuickBooks Online journal entry by ID. 1 param

Retrieve a single QuickBooks Online journal entry by ID.

Name Type Required Description
journal_entry_id string required The ID of the journal entry.
quickbooks_journal_entry_create # Create a new journal entry in QuickBooks Online. 4 params

Create a new journal entry in QuickBooks Online.

Name Type Required Description
Line string required Journal entry lines as JSON array with debit/credit amounts.
DocNumber string optional Journal entry number.
TxnDate string optional Transaction date YYYY-MM-DD.
PrivateNote string optional Internal memo.
quickbooks_journal_entry_delete # Delete a journal entry in QuickBooks Online. 2 params

Delete a journal entry in QuickBooks Online.

Name Type Required Description
Id string required Journal Entry ID.
SyncToken string required SyncToken from journal_entry_get.
quickbooks_vendor_credits_list # List vendor credits from QuickBooks Online. 2 params

List vendor credits from QuickBooks Online.

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
quickbooks_vendor_credit_get # Retrieve a single QuickBooks Online vendor credit by ID. 1 param

Retrieve a single QuickBooks Online vendor credit by ID.

Name Type Required Description
vendor_credit_id string required The ID of the vendor credit.
quickbooks_vendor_credit_create # Create a new vendor credit in QuickBooks Online. 4 params

Create a new vendor credit in QuickBooks Online.

Name Type Required Description
VendorRef string required Vendor reference as JSON.
Line string required Line items as JSON array.
DocNumber string optional Vendor credit number.
PrivateNote string optional Internal memo.
quickbooks_classes_list # List classes from QuickBooks Online. 2 params

List classes from QuickBooks Online.

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
quickbooks_class_get # Retrieve a single QuickBooks Online class by ID. 1 param

Retrieve a single QuickBooks Online class by ID.

Name Type Required Description
class_id string required The ID of the class.
quickbooks_class_create # Create a new class in QuickBooks Online. 3 params

Create a new class in QuickBooks Online.

Name Type Required Description
Name string required Name of the class.
ParentRef string optional Parent class reference as JSON.
Active boolean optional Whether the class is active.
quickbooks_departments_list # List departments from QuickBooks Online. 2 params

List departments from QuickBooks Online.

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
quickbooks_department_get # Retrieve a single QuickBooks Online department by ID. 1 param

Retrieve a single QuickBooks Online department by ID.

Name Type Required Description
department_id string required The ID of the department.
quickbooks_department_create # Create a new department in QuickBooks Online. 3 params

Create a new department in QuickBooks Online.

Name Type Required Description
Name string required Name of the department.
ParentRef string optional Parent department reference as JSON.
Active boolean optional Whether the department is active.
quickbooks_employees_list # List employees from QuickBooks Online. 3 params

List employees from QuickBooks Online.

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
where_clause string optional Optional WHERE clause.
quickbooks_employee_get # Retrieve a single QuickBooks Online employee by ID. 1 param

Retrieve a single QuickBooks Online employee by ID.

Name Type Required Description
employee_id string required The ID of the employee.
quickbooks_employee_create # Create a new employee in QuickBooks Online. 6 params

Create a new employee in QuickBooks Online.

Name Type Required Description
GivenName string required Employee first name.
FamilyName string required Employee last name.
DisplayName string optional Display name.
PrimaryEmailAddr string optional Email as JSON.
PrimaryPhone string optional Phone as JSON.
Active boolean optional Whether the employee is active.
quickbooks_tax_codes_list # List tax codes from QuickBooks Online. 2 params

List tax codes from QuickBooks Online.

Name Type Required Description
max_results integer required Maximum number of records to return.
start_position integer required Starting position for pagination (1-based).
quickbooks_tax_code_get # Retrieve a single QuickBooks Online tax code by ID. 1 param

Retrieve a single QuickBooks Online tax code by ID.

Name Type Required Description
tax_code_id string required The ID of the tax code.
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.

Name Type Required Description
start_date string optional Report start date in YYYY-MM-DD format.
end_date string optional Report end date in YYYY-MM-DD format.
accounting_method string optional Accounting method: Accrual or Cash.
quickbooks_report_balance_sheet # Retrieve a Balance Sheet report from QuickBooks Online. 3 params

Retrieve a Balance Sheet report from QuickBooks Online.

Name Type Required Description
start_date string optional Report start date in YYYY-MM-DD format.
end_date string optional Report end date in YYYY-MM-DD format.
accounting_method string optional Accounting method: Accrual or Cash.
quickbooks_report_cash_flow # Retrieve a Cash Flow report from QuickBooks Online. 2 params

Retrieve a Cash Flow report from QuickBooks Online.

Name Type Required Description
start_date string optional Report start date in YYYY-MM-DD format.
end_date string optional Report end 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.

Name Type Required Description
start_date string optional Report start date in YYYY-MM-DD format.
end_date string optional Report end date in YYYY-MM-DD format.
accounting_method string optional Accounting method: Accrual or Cash.
quickbooks_report_general_ledger # Retrieve a General Ledger report from QuickBooks Online. 3 params

Retrieve a General Ledger report from QuickBooks Online.

Name Type Required Description
start_date string optional Report start date in YYYY-MM-DD format.
end_date string optional Report end date in YYYY-MM-DD format.
accounting_method string optional Accounting method: Accrual or Cash.
quickbooks_report_aged_payables # Retrieve an Aged Payable Detail report from QuickBooks Online. 2 params

Retrieve an Aged Payable Detail report from QuickBooks Online.

Name Type Required Description
report_date string optional Report date in YYYY-MM-DD format.
due_date string optional Due date filter 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.

Name Type Required Description
report_date string optional Report date in YYYY-MM-DD format.
due_date string optional Due date filter in YYYY-MM-DD format.