QuickBooks Integration

QuickBooks API Operations

Browse all 105 operations available for QuickBooks workflow automation.

accounting

103 operations
ActionQUICKBOOKS_GET_AGED_RECEIVABLES_REPORT

Aged Receivables Report

Generate an aged receivables report showing outstanding customer balances by age.

8 input
ActionQUICKBOOKS_CREATE_ACCOUNT

Create Account

Create a new account in QuickBooks with the given parameters.

11 input
ActionQUICKBOOKS_CREATE_BANK_ACCOUNT

Create Bank Account

Create a new bank account on file for a customer in QuickBooks Payments API.

6 input
ActionQUICKBOOKS_CREATE_BILL

Create Bill

Create a new bill in QuickBooks Online.

13 input
ActionQUICKBOOKS_CREATE_BILL_PAYMENT

Create Bill Payment

Create a bill payment in QuickBooks to record payment against one or more bills.

10 input
ActionQUICKBOOKS_CREATE_CLASS

Create Class

Create a new class in QuickBooks Online.

4 input
ActionQUICKBOOKS_CREATE_CREDIT_MEMO

Create Credit Memo

Tool to create a new credit memo in QuickBooks Online.

22 input
ActionQUICKBOOKS_CREATE_CUSTOMER

Create Customer

Create a new customer in QuickBooks with the given parameters.

27 input
ActionQUICKBOOKS_CREATE_DEPOSIT

Create Deposit

Creates a new deposit in QuickBooks Online.

8 input
ActionQUICKBOOKS_CREATE_EMPLOYEE

Create Employee

Create a new employee in QuickBooks.

32 input
ActionQUICKBOOKS_CREATE_ESTIMATE

Create Estimate

Creates a new estimate in QuickBooks Online.

22 input
ActionQUICKBOOKS_CREATE_INVOICE

Create Invoice

Creates a new invoice in QuickBooks for a customer.

36 input
ActionQUICKBOOKS_CREATE_ITEM

Create Item

Create a new item in QuickBooks Online.

16 input
ActionQUICKBOOKS_CREATE_JOURNAL_ENTRY

Create Journal Entry

Tool to create a new journal entry in QuickBooks Online.

8 input
ActionQUICKBOOKS_CREATE_PAYMENT

Create Payment

Creates a payment record in QuickBooks Online.

15 input
ActionQUICKBOOKS_CREATE_PURCHASE

Create Purchase

Tool to create a new purchase transaction in QuickBooks Online.

15 input
ActionQUICKBOOKS_CREATE_PURCHASE_ORDER

Create Purchase Order

Create a new purchase order in QuickBooks.

25 input
ActionQUICKBOOKS_CREATE_REFUND_RECEIPT

Create Refund Receipt

Tool to create a new refund receipt in QuickBooks Online.

11 input
ActionQUICKBOOKS_CREATE_SALES_RECEIPT

Create Sales Receipt

Tool to create a new sales receipt in QuickBooks Online.

26 input
ActionQUICKBOOKS_CREATE_TAX_AGENCY

Create Tax Agency

Create a new tax agency in QuickBooks Online.

1 input
ActionQUICKBOOKS_CREATE_TAXSERVICE_TAXCODE

Create Tax Code via TaxService

Create a new tax code with associated tax rates using the TaxService endpoint.

2 input
ActionQUICKBOOKS_CREATE_TIME_ACTIVITY

Create Time Activity

Create a new time activity record in QuickBooks Online.

19 input
ActionQUICKBOOKS_CREATE_VENDOR

Create Vendor

Create a new vendor in QuickBooks with the given details.

44 input
ActionQUICKBOOKS_CREATE_VENDOR_CREDIT

Create Vendor Credit

Tool to create a new vendor credit in QuickBooks Online.

12 input
ActionQUICKBOOKS_CUSTOMER_BALANCE_DETAIL

Customer Balance Detail

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

13 input
ActionQUICKBOOKS_CUSTOMER_BALANCE_REPORT

Customer Balance Report

Generate a customer balance report in QuickBooks showing outstanding balances for customers.

9 input
ActionQUICKBOOKS_DELETE_BANK_ACCOUNT

Delete Bank Account

Tool to delete a bank account on file for a customer in QuickBooks Payments API.

3 input
ActionQUICKBOOKS_EXECUTE_BATCH_OPERATION

Execute Batch Operation

Execute multiple QuickBooks operations in a single request.

2 input
ActionQUICKBOOKS_GET_ATTACHABLE

Get Attachable

Tool to read details of a specific attachable by ID in QuickBooks Online.

2 input
ActionQUICKBOOKS_GET_BALANCE_SHEET_REPORT

Get Balance Sheet Report

Generate a Balance Sheet report showing company assets, liabilities, and equity at a point in time.

6 input
ActionQUICKBOOKS_GET_BANK_ACCOUNT

Get Bank Account

Tool to retrieve a specific bank account by ID from QuickBooks Payments API.

2 input
ActionQUICKBOOKS_GET_BILL

Get Bill

Tool to fetch a QuickBooks bill by ID.

2 input
ActionQUICKBOOKS_GET_BILL_PAYMENT

Get Bill Payment

Tool to retrieve details of a specific bill payment by ID in QuickBooks Online.

2 input
ActionQUICKBOOKS_GET_CHANGED_ENTITIES

Get Changed Entities

Tool to retrieve entities that changed since a specified timestamp using QuickBooks Change Data Capture (CDC) API.

2 input
ActionQUICKBOOKS_GET_COMPANY_INFO

Get Company Info

Tool to read company information from QuickBooks Online.

1 input
ActionQUICKBOOKS_GET_PREFERENCES

Get Company Preferences

Tool to read company preferences that control application behavior in QuickBooks Online.

1 input
ActionQUICKBOOKS_GET_CREDIT_MEMO

Get Credit Memo

Tool to fetch a QuickBooks credit memo by ID.

2 input
ActionQUICKBOOKS_GET_CREDIT_MEMO_PDF

Get Credit Memo PDF

Tool to download a QuickBooks credit memo as a PDF file.

2 input
ActionQUICKBOOKS_GET_DEPARTMENT

Get Department

Read details of a specific department by ID in QuickBooks Online.

1 input
ActionQUICKBOOKS_GET_DEPOSIT

Get Deposit

Tool to read details of a specific deposit by ID in QuickBooks Online.

2 input
ActionQUICKBOOKS_GET_ESTIMATE

Get Estimate

Tool to fetch a QuickBooks estimate by ID.

2 input
ActionQUICKBOOKS_GET_ESTIMATE_PDF

Get Estimate PDF

Tool to download a QuickBooks estimate as a PDF file.

2 input
ActionQUICKBOOKS_GET_EXCHANGE_RATE

Get Exchange Rate

Tool to get exchange rate for a specific currency code and date in QuickBooks Online.

3 input
ActionQUICKBOOKS_GET_GENERAL_LEDGER_REPORT

Get General Ledger Report

Generate a General Ledger report showing all transactions with debits, credits, and running balances.

15 input
ActionQUICKBOOKS_GET_INVENTORY_VALUATION_SUMMARY

Get Inventory Valuation Summary

Generate an Inventory Valuation Summary report showing inventory quantities and their current values.

6 input
ActionQUICKBOOKS_GET_INVOICE_PDF

Get Invoice PDF

Tool to download a QuickBooks invoice as a PDF file.

2 input
ActionQUICKBOOKS_GET_ITEM

Get Item

Tool to retrieve a specific item by its ID from QuickBooks Online.

2 input
ActionQUICKBOOKS_GET_JOURNAL_ENTRY

Get Journal Entry

Tool to read details of a specific QuickBooks journal entry by ID.

2 input
ActionQUICKBOOKS_GET_PAYMENT

Get Payment

Tool to fetch details of a specific payment by ID in QuickBooks Online.

2 input
ActionQUICKBOOKS_GET_PAYMENT_METHOD

Get Payment Method

Read details of a specific payment method by ID in QuickBooks Online.

1 input
ActionQUICKBOOKS_GET_PAYMENT_PDF

Get Payment PDF

Tool to download a QuickBooks payment record as a PDF file.

2 input
ActionQUICKBOOKS_GET_PROFIT_AND_LOSS_DETAIL_REPORT

Get Profit and Loss Detail Report

Generate a detailed Profit and Loss report showing company income and expenses with transaction-level details.

11 input
ActionQUICKBOOKS_GET_PROFIT_AND_LOSS_REPORT

Get Profit and Loss Report

Generate a Profit and Loss report showing company income and expenses over a period.

11 input
ActionQUICKBOOKS_GET_PURCHASE

Get Purchase

Tool to fetch details of a specific purchase by ID in QuickBooks Online.

2 input
ActionQUICKBOOKS_GET_PURCHASE_ORDER

Get Purchase Order

Tool to fetch a QuickBooks purchase order by ID.

2 input
ActionQUICKBOOKS_GET_PURCHASE_ORDER_PDF

Get Purchase Order PDF

Tool to download a QuickBooks purchase order as a PDF file.

2 input
ActionQUICKBOOKS_GET_REFUND_RECEIPT

Get Refund Receipt

Tool to fetch a QuickBooks refund receipt by ID.

2 input
ActionQUICKBOOKS_GET_REFUND_RECEIPT_PDF

Get Refund Receipt PDF

Tool to download a QuickBooks refund receipt as a PDF file.

2 input
ActionQUICKBOOKS_GET_REPORT_ACCOUNT_LIST

Get Report - Account List

Retrieve the AccountList report from QuickBooks showing a list of all accounts.

2 input
ActionQUICKBOOKS_GET_REPORT_AGED_PAYABLE_DETAIL

Get Report - Aged Payable Detail

Generate an aged payable detail report showing aging detail for accounts payable.

16 input
ActionQUICKBOOKS_GET_REPORT_AGED_PAYABLES

Get Report - Aged Payables

Retrieve an Aged Payables aging summary report from QuickBooks showing outstanding vendor balances grouped by age.

8 input
ActionQUICKBOOKS_GET_REPORT_AGED_RECEIVABLE_DETAIL

Get Report - Aged Receivable Detail

Generate an aged receivable detail report showing aging detail for accounts receivable.

18 input
ActionQUICKBOOKS_GET_REPORT_CASH_FLOW

Get Report - Cash Flow

Generate a cash flow report in QuickBooks showing cash inflows and outflows categorized by operating, investing, and financing activities.

6 input
ActionQUICKBOOKS_GET_REPORT_CLASS_SALES

Get Report - Class Sales

Generate a ClassSales report in QuickBooks showing sales amounts grouped by class.

7 input
ActionQUICKBOOKS_GET_REPORT_CUSTOMER_INCOME

Get Report - Customer Income

Generate a customer income report in QuickBooks showing revenue by customer.

9 input
ActionQUICKBOOKS_GET_REPORT_CUSTOMER_SALES

Get Report - Customer Sales

Generate a customer sales report in QuickBooks showing sales transactions and totals for customers.

9 input
ActionQUICKBOOKS_GET_REPORT_DEPARTMENT_SALES

Get Report - Department Sales

Generate a department sales report in QuickBooks showing sales data broken down by department.

7 input
ActionQUICKBOOKS_GET_REPORT_ITEM_SALES

Get Report - Item Sales

Generate an ItemSales report showing sales data for products and services.

7 input
ActionQUICKBOOKS_GET_REPORT_TRIAL_BALANCE

Get Report - Trial Balance

Generate a Trial Balance report showing account debits, credits, and balances for a specified period.

8 input
ActionQUICKBOOKS_GET_REPORTS

Get Reports

Retrieve QuickBooks reports such as TransactionList, BalanceSheet, ProfitAndLoss, and others.

15 input
ActionQUICKBOOKS_GET_SALES_RECEIPT

Get Sales Receipt

Tool to fetch a QuickBooks sales receipt by ID.

2 input
ActionQUICKBOOKS_GET_SALESRECEIPT_PDF

Get Sales Receipt PDF

Tool to download a QuickBooks sales receipt as a PDF file.

2 input
ActionQUICKBOOKS_GET_TAX_RATE

Get Tax Rate

Tool to read details of a specific tax rate by ID in QuickBooks Online.

2 input
ActionQUICKBOOKS_GET_TERM

Get Term

Read details of a specific payment term by ID in QuickBooks Online.

1 input
ActionQUICKBOOKS_GET_TIME_ACTIVITY

Get Time Activity

Tool to read details of a specific time activity by ID in QuickBooks Online.

2 input
ActionQUICKBOOKS_GET_TRANSACTION_LIST_REPORT

Get Transaction List Report

Get the Transaction List report showing all transactions in the company.

14 input
ActionQUICKBOOKS_GET_TRANSFER

Get Transfer

Tool to fetch a QuickBooks transfer by ID.

2 input
ActionQUICKBOOKS_GET_VENDOR_CREDIT

Get Vendor Credit

Tool to fetch a QuickBooks vendor credit by ID.

2 input
ActionQUICKBOOKS_GET_VENDOR_EXPENSES_REPORT

Get Vendor Expenses Report

Retrieve a vendor expenses report from QuickBooks showing expense transactions by vendor.

9 input
ActionQUICKBOOKS_LIST_CARDS

List Cards

Tool to retrieve all payment cards on file for a customer in QuickBooks Payments API.

1 input
ActionQUICKBOOKS_LIST_DEPARTMENTS

List Departments

Query Department entities in QuickBooks using SQL-like syntax.

1 input
ActionQUICKBOOKS_LIST_INVOICES

List Invoices

Tool to list invoices via QuickBooks Query endpoint.

3 input
ActionQUICKBOOKS_QUERY_ACCOUNT

Query Account Entities

Query Account entities in QuickBooks using SQL-like syntax.

1 input
ActionQUICKBOOKS_QUERY_ATTACHABLE

Query Attachable Entities

Query Attachable entities in QuickBooks using SQL-like syntax.

1 input
ActionQUICKBOOKS_QUERY_ENTITIES

Query QuickBooks Entities

Execute SQL-like queries on QuickBooks Online entities.

1 input
ActionQUICKBOOKS_READ_ACCOUNT

Read Account

Read an account in QuickBooks with the given account ID.

1 input
ActionQUICKBOOKS_READ_CLASS

Read Class

Read details of a specific class by ID in QuickBooks Online.

2 input
ActionQUICKBOOKS_READ_CUSTOMER

Read Customer

Read a customer in QuickBooks with the given customer ID.

1 input
ActionQUICKBOOKS_READ_EMPLOYEE

Read Employee

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

1 input
ActionQUICKBOOKS_READ_INVOICE

Read Invoice

Tool to fetch a QuickBooks invoice by ID or the most recent if no ID provided.

2 input
ActionQUICKBOOKS_READ_VENDOR

Read Vendor

Read a vendor in QuickBooks with the given vendor ID.

1 input
ActionQUICKBOOKS_SEND_CREDIT_MEMO

Send Credit Memo

Tool to send a credit memo to a specified email address.

3 input
ActionQUICKBOOKS_UPDATE_ATTACHABLE

Update Attachable

Tool to update an existing attachable in QuickBooks Online.

9 input
ActionQUICKBOOKS_UPDATE_COMPANY_INFO

Update Company Info

Tool to update company information in QuickBooks Online.

16 input
ActionQUICKBOOKS_UPDATE_DEPARTMENT

Update Department

Tool to update an existing department in QuickBooks Online.

7 input
ActionQUICKBOOKS_UPDATE_FULL_INVOICE

Update Full Invoice

Tool to fully replace an Invoice.

3 input
ActionQUICKBOOKS_UPDATE_PAYMENT_METHOD

Update Payment Method

Tool to update an existing payment method in QuickBooks Online.

5 input
ActionQUICKBOOKS_UPDATE_PREFERENCES

Update Preferences

Update company preferences in QuickBooks Online.

14 input
ActionQUICKBOOKS_UPDATE_SPARSE_INVOICE

Update Sparse Invoice

Tool to perform a sparse update of an existing invoice.

1 input
ActionQUICKBOOKS_UPDATE_TERM

Update Term

Tool to update an existing payment term in QuickBooks Online.

11 input
ActionQUICKBOOKS_UPDATE_TRANSFER

Update Transfer

Tool to update an existing transfer in QuickBooks Online.

10 input
ActionQUICKBOOKS_VENDOR_BALANCE_DETAIL

Vendor Balance Detail

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

16 input
ActionQUICKBOOKS_VENDOR_BALANCE_REPORT

Vendor Balance Report

Retrieve a vendor balance report from QuickBooks showing outstanding balances for vendors.

9 input

payments

2 operations
ActionQUICKBOOKS_CAPTURE_CHARGE

Capture Charge

Tool to capture funds for an existing charge that was authorized but not captured.

3 input
ActionQUICKBOOKS_CREATE_ECHECK_PAYMENT

Create eCheck Payment

Tool to create an eCheck payment using ACH bank transfer in QuickBooks Payments API.

4 input