Reference

Create Account

Set up a new account in QuickBooks to track specific income, expenses, assets, or liabilities for your business. This helps you organize and categorize your financial transactions more accurately.

Create Journal Entry

Record custom accounting entries directly into QuickBooks by specifying debits and credits across multiple accounts. Use this when you need to make adjustments, corrections, or specialized transactions that don't fit standard invoice or payment workflows.

Get Journal Entry

Retrieve detailed information about a specific journal entry from QuickBooks, including transaction dates, account references, and all associated line items for complete transaction visibility.

Get Attachable

Retrieve details about a specific file attachment stored in QuickBooks Online, such as documents linked to invoices, customers, or bills. This helps you access and verify attached files without leaving your accounting system.

Create Bank Account

Add a new bank account to your customer's profile in QuickBooks, enabling you to process ACH transfers and eCheck payments directly from their bank.

Create Deposit

Record funds received from customers or other sources directly into your bank account, consolidating payments and tracking where money came from. Use this to deposit customer payments, refunds, or other income into QuickBooks.

Delete Bank Account

Remove a stored bank account from your customer's payment methods in QuickBooks, allowing you to clean up outdated or discontinued payment information.

Get Bank Account

Retrieve detailed information about a specific bank account from QuickBooks, including account status, routing details, and associated customer information. Use this when you need to verify account setup, confirm payment method details, or validate banking information for transactions.

Get Deposit

Retrieve detailed information about a specific deposit in QuickBooks, including transaction amount, date, line items, and account details.

Get Company Info

Retrieve your company's basic information from QuickBooks, including business name, addresses, and fiscal year settings. This helps you verify your company details are current and access key business information programmatically.

Create Customer

Add a new customer to your QuickBooks account with their contact details and billing information. This ensures all your sales and invoices are linked to the correct customer records for accurate accounting and reporting.

Customer Balance Detail

Retrieve a detailed breakdown of a specific customer's outstanding balance and transaction history in QuickBooks to understand what they owe and when payments are due.

Create Employee

Add a new employee to your QuickBooks account to set up payroll, track labor costs, and manage your team's information in one centralized system.

Create Bill

Record a bill from a vendor or supplier in QuickBooks Online, tracking money you owe for purchases, expenses, or services received.

Create Bill Payment

Record payments you've made to vendors for their bills directly in QuickBooks, keeping your accounting records accurate and up-to-date. This helps you track cash flow and maintain vendor payment history in one place.

Create Purchase

Records business expenses and vendor payments in QuickBooks by creating purchase transactions for cash payments, checks, or credit card purchases. This keeps your spending organized and ensures accurate financial records.

Create Purchase Order

Create a new purchase order in QuickBooks to request goods or services from your vendors. This helps you track orders, manage supplier relationships, and maintain organized procurement records.

Get Bill

Retrieve detailed information about a specific bill from QuickBooks, including vendor details, line items, amounts, and payment status. Use this when you need to review bill information for reconciliation, payment processing, or financial reporting.

Get Bill Payment

Retrieve detailed information about a specific bill payment you've made to a vendor, including payment amount, date, and status in QuickBooks.

Get Inventory Valuation Summary

Retrieve a comprehensive report of your inventory quantities and their current monetary values to understand your total inventory assets. This helps you track stock levels and see how much capital is tied up in inventory.

Create Invoice

Generate a sales invoice in QuickBooks to bill customers for products or services, tracking what they owe and when payment is due.

Get Invoice PDF

Downloads a QuickBooks invoice as a PDF file for printing or sharing with clients. Perfect for generating professional invoice documents without leaving your workflow.

Create Class

Creates a new class in QuickBooks Online to organize and categorize your business transactions by department, location, or other segments for better financial tracking and reporting.

Get Department

Retrieve detailed information about a specific department in QuickBooks Online, such as its name, status, and associated settings. Use this to verify department details or pull information needed for reporting and organization management.

Create Payment

Records customer payments in QuickBooks, allowing you to apply single or partial payments against invoices and credit memos to keep your accounts receivable accurate.

Capture Charge

Finalize an authorized payment transaction by capturing funds from the customer's payment method, completing the charge in QuickBooks Payments.

Create eCheck Payment

Process payments directly from customer bank accounts using electronic checks through ACH bank transfers. This allows you to collect funds securely without needing credit card information.

Get Payment

Retrieve detailed information about a specific payment in QuickBooks, including the customer, amount, and associated transactions for verification and record-keeping purposes.

Create Item

Add new products, services, or inventory items to your QuickBooks catalog so you can use them when creating invoices, estimates, and purchase orders.

Get Item

Retrieve detailed information about a specific product or service item from your QuickBooks account by its ID. Use this to access pricing, descriptions, tax settings, and other item details whenever you need to reference or verify product information.

Aged Receivables Report

Generates a report displaying how long customer invoices have remained unpaid, organized by age brackets to help you identify which accounts need collection attention. This gives you visibility into cash flow delays and helps prioritize follow-up on overdue payments.

Customer Balance Report

View what each of your customers owes you at a glance, with the ability to filter by date range, payment status, or specific customers to track outstanding invoices and manage cash flow.

Get Balance Sheet Report

Retrieve your company's financial position by viewing all assets, liabilities, and equity at a specific date. Use this to understand what your business owns versus what it owes for financial planning and decision-making.

Get General Ledger Report

Retrieve a detailed General Ledger report that displays all transactions with their debits, credits, and running account balances for complete visibility into your financial activity.

Create Estimate

Generate a professional pricing quote that you can send to customers before they make a purchase decision, which can later be converted into an invoice when approved.

Create Credit Memo

Issue credit to customers in QuickBooks Online for returns, refunds, or service adjustments. This operation creates a formal credit memo that reduces what customers owe or can be applied to future purchases.

Create Refund Receipt

Records a refund receipt in QuickBooks when a customer returns goods or services, creating an official document that tracks the refund transaction in your accounting system.

Create Sales Receipt

Record an immediate payment sale in QuickBooks Online, capturing transactions where customers pay at the time of purchase via cash, check, or credit card. This keeps your accounting records synchronized with actual cash received.

Get Credit Memo

Retrieves detailed information about a credit memo from QuickBooks, including customer details, line items, and available credit balance. Use this to access complete credit memo data for customer service, accounting reconciliation, or credit tracking purposes.

Get Credit Memo PDF

Downloads a credit memo from QuickBooks as a PDF file, allowing you to view, print, or share the document with customers for refunds or adjustments.

Get Estimate

Retrieve complete details of a QuickBooks estimate including all line items, customer information, and current status to verify proposal contents or track estimate history.

Get Estimate PDF

Download an estimate as a PDF file from QuickBooks so you can easily share it with clients or keep it for your records.

Create Tax Agency

Set up a new tax authority or agency in QuickBooks Online for tracking and managing tax obligations. This enables you to organize tax payments and filings for different jurisdictions or tax types.

Create Tax Code via TaxService

Set up new tax codes with specific tax rates for your sales and purchase transactions. This lets you organize and apply the correct taxes to different products, services, or customer types automatically.

Create Time Activity

Records billable or non-billable hours worked by employees or vendors on specific projects or jobs in QuickBooks, enabling accurate time tracking for payroll and client invoicing.

Execute Batch Operation

Process multiple accounting tasks like creating invoices, updating customers, or deleting records all at once instead of one at a time, saving time and reducing connection delays.

Get Changed Entities

Retrieves a list of customers, invoices, expenses, and other accounting records that have been modified in QuickBooks since a specific point in time, allowing you to stay synchronized with your latest financial data.

Get Exchange Rate

Retrieves the exchange rate for a specific foreign currency on a given date in QuickBooks Online, allowing you to accurately track or convert transactions in multiple currencies.

Create Vendor

Add a new supplier or vendor to your QuickBooks system so you can track purchases, manage payments, and maintain complete vendor information in one place.

Create Vendor Credit

Record a credit from a vendor that reduces your outstanding balance or applies to future purchases, helping you maintain accurate payables in QuickBooks.

Get Company Preferences

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

Get Payment Method

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

Get Payment PDF

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

Get Profit and Loss Detail Report

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

Get Profit and Loss Report

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

Get Purchase

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

Get Purchase Order

Tool to fetch a QuickBooks purchase order by ID.

Get Purchase Order PDF

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

Get Refund Receipt

Tool to fetch a QuickBooks refund receipt by ID.

Get Refund Receipt PDF

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

Get Report - Account List

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

Get Report - Aged Payable Detail

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

Get Report - Aged Payables

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

Get Report - Aged Receivable Detail

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

Get Report - Cash Flow

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

Get Report - Class Sales

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

Get Report - Customer Income

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

Get Report - Customer Sales

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

Get Report - Department Sales

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

Get Report - Item Sales

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

Get Report - Trial Balance

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

Get Reports

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

Get Sales Receipt

Tool to fetch a QuickBooks sales receipt by ID.

Get Sales Receipt PDF

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

Get Tax Rate

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

Get Term

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

Get Time Activity

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

Get Transaction List Report

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

Get Transfer

Tool to fetch a QuickBooks transfer by ID.

Get Vendor Credit

Tool to fetch a QuickBooks vendor credit by ID.

Get Vendor Expenses Report

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

List Cards

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

List Departments

Query Department entities in QuickBooks using SQL-like syntax.

List Invoices

Tool to list invoices via QuickBooks Query endpoint.

Query Account Entities

Query Account entities in QuickBooks using SQL-like syntax.

Query Attachable Entities

Query Attachable entities in QuickBooks using SQL-like syntax.

Query QuickBooks Entities

Execute SQL-like queries on QuickBooks Online entities.

Read Account

Read an account in QuickBooks with the given account ID.

Read Class

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

Read Customer

Read a customer in QuickBooks with the given customer ID.

Read Employee

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

Read Invoice

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

Read Vendor

Read a vendor in QuickBooks with the given vendor ID.

Send Credit Memo

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

Update Attachable

Tool to update an existing attachable in QuickBooks Online.

Update Company Info

Tool to update company information in QuickBooks Online.

Update Department

Tool to update an existing department in QuickBooks Online.

Update Full Invoice

Tool to fully replace an Invoice.

Update Payment Method

Tool to update an existing payment method in QuickBooks Online.

Update Preferences

Update company preferences in QuickBooks Online.

Update Sparse Invoice

Tool to perform a sparse update of an existing invoice.

Update Term

Tool to update an existing payment term in QuickBooks Online.

Update Transfer

Tool to update an existing transfer in QuickBooks Online.

Vendor Balance Detail

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

Vendor Balance Report

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