QuickBooks Online

App · Accounting & Finance · 79 actions · 7 triggers

Invoice customers, record payments, bills and expenses, and run reports in QuickBooks Online.

Triggers

Start a workflow when something happens in QuickBooks Online. See how triggers work.

New QuickBooks customer

Runs when a customer is added in QuickBooks Online.

Event fields

What a run starts with. Later steps read each field with an @ reference.

idtext
display_nametext
company_nametext
emailtext
phonetext
balancenumber
created_attext
recordobject

New QuickBooks vendor

Runs when a vendor is added in QuickBooks Online.

Event fields

What a run starts with. Later steps read each field with an @ reference.

idtext
display_nametext
company_nametext
emailtext
phonetext
balancenumber
created_attext
recordobject

New QuickBooks invoice

Runs when an invoice is created in QuickBooks Online.

Event fields

What a run starts with. Later steps read each field with an @ reference.

idtext
doc_numbertext
customer_idtext
customer_nametext
totalnumber
balancenumber
txn_datetext
due_datetext
emailtext
currencytext
created_attext
recordobject

QuickBooks invoice paid

Runs when a customer payment pays off an invoice in QuickBooks Online.

Event fields

What a run starts with. Later steps read each field with an @ reference.

idtext
doc_numbertext
customer_idtext
customer_nametext
totalnumber
txn_datetext
due_datetext
currencytext
payment_idtext
payment_datetext
paid_attext
recordobject

New QuickBooks payment

Runs when a customer payment is recorded in QuickBooks Online.

Event fields

What a run starts with. Later steps read each field with an @ reference.

idtext
customer_idtext
customer_nametext
totalnumber
unappliednumber
txn_datetext
invoice_idslist
currencytext
created_attext
recordobject

New QuickBooks bill

Runs when a bill is entered in QuickBooks Online.

Event fields

What a run starts with. Later steps read each field with an @ reference.

idtext
doc_numbertext
vendor_idtext
vendor_nametext
totalnumber
balancenumber
txn_datetext
due_datetext
currencytext
created_attext
recordobject

New QuickBooks estimate

Runs when an estimate is created in QuickBooks Online.

Event fields

What a run starts with. Later steps read each field with an @ reference.

idtext
doc_numbertext
customer_idtext
customer_nametext
totalnumber
statustext
txn_datetext
expiration_datetext
emailtext
currencytext
created_attext
recordobject

Actions

Action	What it does
Add a note in QuickBooks	Attach a text note to a transaction or contact.
Attach a file in QuickBooks	Upload a file, such as a receipt or a signed contract, and attach it to a transaction or contact.
Convert a QuickBooks estimate to an invoice	Invoice an accepted estimate: creates an invoice with the estimate's customer and lines, linked back to it, and QuickBooks closes the estimate.
Create a QuickBooks account	Add an account to the chart of accounts, such as a new bank account or expense category.
Create a QuickBooks bill	Record a bill a vendor sent you, to pay later with 'Pay a QuickBooks bill'.
Create a QuickBooks credit memo	Give a customer credit, for a return or an overcharge, that can be applied to their invoices with 'Create a QuickBooks payment'.
Create a QuickBooks customer	Create a new customer in QuickBooks Online.
Create a QuickBooks deposit	Record a bank deposit.
Create a QuickBooks estimate	Create an estimate (quote) for a customer, with one line from the line fields or several from Line items.
Create a QuickBooks expense	Record money already spent: a card charge, a check or a cash purchase.
Create a QuickBooks invoice	Create an invoice for a customer, with one line from the line fields or several from Line items.
Create a QuickBooks item	Add a product or service to sell or buy.
Create a QuickBooks journal entry	Post a journal entry.
Create a QuickBooks payment	Record a payment in QuickBooks Online, optionally linked to an invoice.
Create a QuickBooks purchase order	Order goods or services from a vendor.
Create a QuickBooks refund receipt	Refund a customer: record money paid back to them out of a bank account.
Create a QuickBooks sales receipt	Record a sale that was paid for at the time, so no invoice is needed.
Create a QuickBooks time activity	Log time an employee or contractor worked, optionally billable to a customer.
Create a QuickBooks transfer	Move money between two of the company's accounts, such as checking to savings.
Create a QuickBooks vendor	Add a vendor (supplier) you buy from and pay bills to.
Create a QuickBooks vendor credit	Record a credit or refund a vendor owes you, which can be applied against their bills.
Deactivate a QuickBooks customer	Make a customer inactive, which is how QuickBooks removes one: it disappears from lists and pickers, and its transactions stay on the books.
Deactivate a QuickBooks vendor	Make a vendor inactive, which is how QuickBooks removes one: it disappears from lists and pickers, and its transactions stay on the books.
Delete a QuickBooks bill	Delete a bill permanently.
Delete a QuickBooks estimate	Delete an estimate permanently.
Delete a QuickBooks invoice	Delete an invoice permanently.
Delete a QuickBooks transaction	Delete any transaction, attachment or note permanently: a payment, expense, journal entry, deposit and so on.
Download a QuickBooks attachment	Save a file attached in QuickBooks so later steps can use it.
Get a QuickBooks accounts payable aging report	What the company owes vendors, bucketed by how overdue it is: one row per vendor, or per open bill when detailed.
Get a QuickBooks accounts receivable aging report	What customers owe, bucketed by how overdue it is: one row per customer, or per open invoice when detailed.
Get a QuickBooks balance sheet	Assets, liabilities and equity as of the end date, as rows and totals by section.
Get a QuickBooks bill	Retrieve a single bill by ID, including its open balance.
Get a QuickBooks cash flow statement	Cash in and out over a period by operating, investing and financing activity, as rows and totals by section.
Get a QuickBooks customer	Retrieve a single customer by ID from QuickBooks Online.
Get a QuickBooks estimate	Retrieve a single estimate by ID, including its status.
Get a QuickBooks estimate PDF	Save an estimate as the PDF a customer would receive.
Get a QuickBooks invoice	Retrieve a single invoice by ID from QuickBooks Online.
Get a QuickBooks invoice PDF	Save an invoice as the PDF a customer would receive, styled by the company's invoice template.
Get a QuickBooks item	Retrieve a single product or service by ID, including its price, accounts and, for inventory, quantity on hand.
Get a QuickBooks payment	Retrieve a single customer payment by ID, including the invoices it paid.
Get a QuickBooks profit and loss report	Income, expenses and net income for a period, as rows a workflow can loop over and totals by section (Income, Expenses, NetIncome...).
Get a QuickBooks purchase order	Retrieve a single purchase order by ID, including whether it's still open.
Get a QuickBooks sales receipt	Retrieve a single sales receipt by ID.
Get a QuickBooks sales receipt PDF	Save a sales receipt as the PDF a customer would receive.
Get a QuickBooks vendor	Retrieve a single vendor (supplier) by ID.
Get QuickBooks company info	Read the connected company's name, legal name, address, contact details, country and fiscal year start.
List QuickBooks accounts	List accounts from the chart of accounts, optionally narrowed by type, classification or name.
List QuickBooks attachments	List the files and notes attached to one transaction or contact.
List QuickBooks bills	List bills from vendors, optionally narrowed by vendor, payment status or date.
List QuickBooks changes	Everything of the chosen kinds created, changed or deleted since a moment in the last 30 days, in one call.
List QuickBooks credit memos	List credit memos, optionally narrowed by customer or date.
List QuickBooks customers	List customers, optionally narrowed by name, email or when they last changed.
List QuickBooks estimates	List estimates (quotes), optionally narrowed by customer or date.
List QuickBooks expenses	List expenses (checks, card charges and cash purchases), optionally narrowed by date.
List QuickBooks invoices	List invoices, optionally narrowed by customer, payment status, date or number.
List QuickBooks items	List products and services, optionally narrowed by type, name or SKU.
List QuickBooks journal entries	List journal entries, optionally narrowed by date or number.
List QuickBooks payments	List customer payments, optionally narrowed by customer or date.
List QuickBooks purchase orders	List purchase orders, optionally narrowed by date.
List QuickBooks sales receipts	List sales receipts (sales paid for on the spot), optionally narrowed by customer or date.
List QuickBooks time activities	List logged time, optionally narrowed by date or billing status.
List QuickBooks vendors	List vendors (suppliers), optionally narrowed by name or when they last changed.
Pay a QuickBooks bill	Record paying a bill, by check from a bank account or with a credit card.
Run a QuickBooks query	Run a query in QuickBooks' own query language, e.g. SELECT * FROM Invoice WHERE Balance > '0' ORDERBY DueDate MAXRESULTS 50.
Run a QuickBooks report	Run any QuickBooks report by name, with its options as Intuit documents them, such as a trial balance, general ledger or sales by customer.
Send a QuickBooks credit memo	Email a credit memo to the customer from QuickBooks.
Send a QuickBooks estimate	Email an estimate to the customer from QuickBooks.
Send a QuickBooks invoice	Email an invoice to the customer from QuickBooks, with a link to pay it online when the company takes online payments.
Send a QuickBooks purchase order	Email a purchase order to the vendor from QuickBooks.
Send a QuickBooks sales receipt	Email a sales receipt to the customer from QuickBooks.
Update a QuickBooks bill	Change a bill's dates, number, terms, memo or lines.
Update a QuickBooks customer	Change a customer's details.
Update a QuickBooks estimate	Change an estimate, or mark it accepted, closed or rejected.
Update a QuickBooks invoice	Change an invoice's dates, number, terms, messages or lines.
Update a QuickBooks item	Change a product or service.
Update a QuickBooks vendor	Change a vendor's details.
Void a QuickBooks invoice	Void an invoice: its amounts become zero and 'Voided' is added to its memo, but it stays on record, unlike deleting it.
Void a QuickBooks payment	Void a payment: its amount becomes zero and the invoices it paid are open again.
Void a QuickBooks sales receipt	Void a sales receipt: its amounts become zero and 'Voided' is added to its memo, but it stays on record.

Add a note in QuickBooks

Attach a text note to a transaction or contact.

Inputs

Attach toentity_typetextRequired: The kind of record to attach to.One of: Invoice, Estimate, SalesReceipt (Sales receipt), CreditMemo (Credit memo), RefundReceipt (Refund receipt), Payment, Bill, BillPayment (Bill payment), Purchase (Expense), PurchaseOrder (Purchase order), and 9 more.
Record IDentity_idtextRequired: That record's Id, such as an invoice Id.
NotenotetextRequired: The note.

Outputs

Attachableobject
timetext

Example output

{
  "Attachable": {
    "AttachableRef": [
      {
        "EntityRef": {
          "type": "Invoice",
          "value": "130"
        }
      }
    ],
    "Id": "5000000000000123457",
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "Note": "Customer asked for net 45 terms.",
    "SyncToken": "0"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Attach a file in QuickBooks

Upload a file, such as a receipt or a signed contract, and attach it to a transaction or contact. Up to 100MB.

Inputs

FilefiletextRequired: The file to attach: upload one, or use a file from an earlier step.
Attach toentity_typetextRequired: The kind of record to attach to.One of: Invoice, Estimate, SalesReceipt (Sales receipt), CreditMemo (Credit memo), RefundReceipt (Refund receipt), Payment, Bill, BillPayment (Bill payment), Purchase (Expense), PurchaseOrder (Purchase order), and 9 more.
Record IDentity_idtextRequired: That record's Id, such as an invoice Id.
File namefile_nametext: The file's name in QuickBooks. Defaults to the uploaded file's name.
Notenotetext: A note shown with the attachment.
Include when sendinginclude_on_sendtrue/false: Send the file along when the transaction is emailed.

Outputs

Attachableobject
timetext

Example output

{
  "Attachable": {
    "AttachableRef": [
      {
        "EntityRef": {
          "type": "Invoice",
          "value": "130"
        },
        "IncludeOnSend": false
      }
    ],
    "ContentType": "application/pdf",
    "FileName": "receipt.pdf",
    "Id": "5000000000000123456",
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "Size": 48213,
    "SyncToken": "0",
    "TempDownloadUri": "https://intuit-qbo-prod-30.s3.amazonaws.com/receipt.pdf"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Convert a QuickBooks estimate to an invoice

Invoice an accepted estimate: creates an invoice with the estimate's customer and lines, linked back to it, and QuickBooks closes the estimate.

Inputs

Estimate IDestimate_idtextRequired: The estimate's Id, from 'Create a QuickBooks estimate' or 'List QuickBooks estimates'.
Datetxn_datedate: The transaction's date. Defaults to today.
Due datedue_datedate: When payment is due.
Invoice numberdoc_numbertext: The invoice's number. Leave blank to let QuickBooks number it.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

Invoiceobject
timetext

Example output

{
  "Invoice": {
    "Balance": 300.0,
    "BillEmail": {
      "Address": "ap@acme.example"
    },
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "DocNumber": "1037",
    "DueDate": "2026-10-30",
    "EmailStatus": "NotSet",
    "Id": "130",
    "Line": [
      {
        "Amount": 300.0,
        "Description": "Garden design",
        "DetailType": "SalesItemLineDetail",
        "Id": "1",
        "LineNum": 1,
        "SalesItemLineDetail": {
          "ItemRef": {
            "name": "Services",
            "value": "1"
          },
          "Qty": 2,
          "UnitPrice": 150
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "TotalAmt": 300.0,
    "TxnDate": "2026-09-30"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Create a QuickBooks account

Add an account to the chart of accounts, such as a new bank account or expense category. QuickBooks accounts can't be deleted, only made inactive in QuickBooks.

Inputs

NamenametextRequired: The account's name. It can't contain double quotes or colons.
Account typeaccount_typetextRequired: What kind of account it is.One of: Bank, Other Current Asset, Fixed Asset, Other Asset, Accounts Receivable, Equity, Expense, Other Expense, Cost of Goods Sold, Accounts Payable, and 5 more.
Detail typeaccount_sub_typetext: A finer type within the account type, such as Checking for a Bank account or OfficeGeneralAdministrativeExpenses for an Expense account. Defaults to the type's most common one.
Numberaccount_numbertext: The account number, when the company numbers its accounts.
Descriptiondescriptiontext: What the account is for.
Parent accountparent_account_idtext: Make it a sub-account of this account (of the same type).
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

Accountobject
timetext

Example output

{
  "Account": {
    "AccountSubType": "Checking",
    "AccountType": "Bank",
    "Active": true,
    "Classification": "Asset",
    "CurrencyRef": {
      "name": "United States Dollar",
      "value": "USD"
    },
    "CurrentBalance": 1201.0,
    "FullyQualifiedName": "Checking",
    "Id": "35",
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "Name": "Checking",
    "SyncToken": "0"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Create a QuickBooks bill

Record a bill a vendor sent you, to pay later with 'Pay a QuickBooks bill'. Give one line by category or by product, or several in Line items.

Inputs

Vendorvendor_idtextRequired: The vendor. Pick one, or use an Id from 'Create a QuickBooks vendor' or 'List QuickBooks vendors'.
Amountline_amountnumber: The line's total.At least 0.
Categoryexpense_account_idtext: The category: the account the money went to, such as Office Supplies.
Descriptionline_descriptiontext: What the line is for.
Product/serviceitem_idtext: A product or service bought by the unit, instead of a category.
Quantityquantitynumber: How many, for a product or service.At least 0.
Unit costunit_pricenumber: The cost of one, for a product or service.
Billable to customerbillable_customer_idtext: A customer to pass this cost on to: the line is marked billable to them.
Tax codetax_code_idtext: The line's tax code, where the company tracks tax on purchases.
Line items (advanced)line_itemslist: Several lines instead of the single line above, e.g. [{"account_id": "20", "amount": 45, "description": "Paper"}]. Keys: amount, description, account_id (a category), or item_id with quantity and unit_price; customer_id and billable, class_id, tax_code_id. A line in QuickBooks' own shape (with a DetailType) is sent as given.
Datetxn_datedate: The transaction's date. Defaults to today.
Due datedue_datedate: When payment is due.
Bill no.doc_numbertext: The vendor's bill or invoice number.
Termsterms_idtext: Payment terms, such as Net 30, which set the due date when none is given.
Internal memoprivate_notetext: An internal memo. Customers and vendors never see it.
Locationdepartment_idtext: The location (QuickBooks' departments) to track this under, when the company uses locations.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

Billobject
timetext

Example output

{
  "Bill": {
    "APAccountRef": {
      "name": "Accounts Payable (A/P)",
      "value": "33"
    },
    "Balance": 45.0,
    "DocNumber": "INV-8812",
    "DueDate": "2026-10-30",
    "Id": "150",
    "Line": [
      {
        "AccountBasedExpenseLineDetail": {
          "AccountRef": {
            "name": "Office Expenses",
            "value": "15"
          },
          "BillableStatus": "NotBillable"
        },
        "Amount": 45.0,
        "Description": "Printer paper",
        "DetailType": "AccountBasedExpenseLineDetail",
        "Id": "1"
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "TotalAmt": 45.0,
    "TxnDate": "2026-09-30",
    "VendorRef": {
      "name": "Bob's Burger Joint",
      "value": "56"
    }
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Create a QuickBooks credit memo

Give a customer credit, for a return or an overcharge, that can be applied to their invoices with 'Create a QuickBooks payment'.

Inputs

Customercustomer_idtextRequired: The customer. Pick one, or use an Id from 'Create a QuickBooks customer' or 'List QuickBooks customers'.
Amountline_amountnumber: The line's total. Leave blank to use quantity times unit price.At least 0.
Descriptionline_descriptiontext: What the line is for, as the customer sees it.
Product/serviceitem_idtext: The product or service sold. Leave blank to use the company's 'Services' item: QuickBooks ignores the amount of a line without an item.
Quantityquantitynumber: How many.At least 0.
Unit priceunit_pricenumber: The price of one.
Service dateservice_datedate: When the work was done.
Tax codetax_code_idtext: The line's sales tax code. In US companies that's TAX or NON.
Line items (advanced)line_itemslist: Several lines instead of the single line above, e.g. [{"item_id": "1", "quantity": 2, "unit_price": 150, "description": "Design"}]. Keys: amount, description, item_id, quantity, unit_price, service_date, tax_code_id, class_id. A line in QuickBooks' own shape (with a DetailType) is sent as given.
Datetxn_datedate: The transaction's date. Defaults to today.
Numberdoc_numbertext: The document number. Leave blank to let QuickBooks number it, when the company numbers them automatically.
Email toemail_totext: The customer's email address for this document (its Bill Email).
Message to customermemotext: A message to the customer, printed on the document.
Internal memoprivate_notetext: An internal memo. Customers and vendors never see it.
Classclass_idtext: The class to track this under, when the company uses class tracking.
Locationdepartment_idtext: The location (QuickBooks' departments) to track this under, when the company uses locations.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

CreditMemoobject
timetext

Example output

{
  "CreditMemo": {
    "Balance": 300.0,
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "DocNumber": "1040",
    "Id": "190",
    "Line": [
      {
        "Amount": 300.0,
        "Description": "Garden design",
        "DetailType": "SalesItemLineDetail",
        "Id": "1",
        "LineNum": 1,
        "SalesItemLineDetail": {
          "ItemRef": {
            "name": "Services",
            "value": "1"
          },
          "Qty": 2,
          "UnitPrice": 150
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "RemainingCredit": 300.0,
    "SyncToken": "0",
    "TotalAmt": 300.0,
    "TxnDate": "2026-09-30"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Create a QuickBooks customer

Create a new customer in QuickBooks Online.

Inputs

Display namedisplay_nametextRequired: The name QuickBooks shows. It must be unique across all customers, vendors and employees, including inactive ones.
First namegiven_nametext: First name.
Last namefamily_nametext: Last name.
Emailemailtext: Email address.
Phonephonetext: Main phone number.
Companycompany_nametext: Company name.
Mobilemobiletext: Mobile number.
Websitewebsitetext: Website address.
Address line 1address_line1text: Billing address, first line.
Address line 2address_line2text: Billing address, second line.
Citycitytext: City.
Statestatetext: State, province or region code, such as CA.
Postal codepostal_codetext: ZIP or postal code.
Countrycountrytext: Country.
Notesnotestext: Private notes about the customer.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

Customerobject
timetext

Example output

{
  "Customer": {
    "Active": true,
    "Balance": 0,
    "CompanyName": "Acme Corp",
    "DisplayName": "Acme Corp",
    "FamilyName": "Doe",
    "GivenName": "Jane",
    "Id": "58",
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "PrimaryEmailAddr": {
      "Address": "ap@acme.example"
    },
    "PrimaryPhone": {
      "FreeFormNumber": "(555) 555-0100"
    },
    "SyncToken": "0"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Create a QuickBooks deposit

Record a bank deposit. The simple form deposits an amount from an account such as an income account; Line items can also deposit payments waiting in Undeposited Funds.

Inputs

Deposit todeposit_to_account_idtextRequired: The bank account the money went into.
Amountamountnumber: The amount deposited.At least 0.
From accountfrom_account_idtext: The account the money came from, such as an income account.
Descriptiondescriptiontext: What the deposit is for.
Received fromreceived_from_customer_idtext: The customer it came from.
Payment methodpayment_method_idtext: How it was paid: cash, check, a card...
Check no.check_numtext: The check number, for a check.
Lines (advanced)line_itemslist: Several lines instead of the simple form. Keys: amount, account_id, description, entity_id (a customer) with entity_type, payment_method_id, check_num, class_id; or txn_id with txn_type (Payment or SalesReceipt) to deposit a payment waiting in Undeposited Funds.
Datetxn_datedate: The transaction's date. Defaults to today.
Internal memoprivate_notetext: An internal memo. Customers and vendors never see it.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

Depositobject
timetext

Example output

{
  "Deposit": {
    "DepositToAccountRef": {
      "name": "Checking",
      "value": "35"
    },
    "Id": "240",
    "Line": [
      {
        "Amount": 250.0,
        "DepositLineDetail": {
          "AccountRef": {
            "name": "Sales of Product Income",
            "value": "79"
          },
          "Entity": {
            "name": "Acme Corp",
            "value": "58"
          }
        },
        "DetailType": "DepositLineDetail",
        "Id": "1"
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "TotalAmt": 250.0,
    "TxnDate": "2026-09-30"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Create a QuickBooks estimate

Create an estimate (quote) for a customer, with one line from the line fields or several from Line items.

Inputs

Customercustomer_idtextRequired: The customer. Pick one, or use an Id from 'Create a QuickBooks customer' or 'List QuickBooks customers'.
Amountline_amountnumber: The line's total. Leave blank to use quantity times unit price.At least 0.
Descriptionline_descriptiontext: What the line is for, as the customer sees it.
Product/serviceitem_idtext: The product or service sold. Leave blank to use the company's 'Services' item: QuickBooks ignores the amount of a line without an item.
Quantityquantitynumber: How many.At least 0.
Unit priceunit_pricenumber: The price of one.
Service dateservice_datedate: When the work was done.
Tax codetax_code_idtext: The line's sales tax code. In US companies that's TAX or NON.
Line items (advanced)line_itemslist: Several lines instead of the single line above, e.g. [{"item_id": "1", "quantity": 2, "unit_price": 150, "description": "Design"}]. Keys: amount, description, item_id, quantity, unit_price, service_date, tax_code_id, class_id. A line in QuickBooks' own shape (with a DetailType) is sent as given.
Datetxn_datedate: The transaction's date. Defaults to today.
Expiration dateexpiration_datedate: When the estimate expires.
Numberdoc_numbertext: The document number. Leave blank to let QuickBooks number it, when the company numbers them automatically.
Email toemail_totext: The customer's email address for this document (its Bill Email).
Message to customermemotext: A message to the customer, printed on the document.
Internal memoprivate_notetext: An internal memo. Customers and vendors never see it.
Classclass_idtext: The class to track this under, when the company uses class tracking.
Locationdepartment_idtext: The location (QuickBooks' departments) to track this under, when the company uses locations.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

Estimateobject
timetext

Example output

{
  "Estimate": {
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "DocNumber": "1038",
    "EmailStatus": "NotSet",
    "ExpirationDate": "2026-10-30",
    "Id": "170",
    "Line": [
      {
        "Amount": 300.0,
        "Description": "Garden design",
        "DetailType": "SalesItemLineDetail",
        "Id": "1",
        "LineNum": 1,
        "SalesItemLineDetail": {
          "ItemRef": {
            "name": "Services",
            "value": "1"
          },
          "Qty": 2,
          "UnitPrice": 150
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "TotalAmt": 300.0,
    "TxnDate": "2026-09-30",
    "TxnStatus": "Pending"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Create a QuickBooks expense

Record money already spent: a card charge, a check or a cash purchase. Give one line by category, or several in Line items.

Inputs

Paid frompayment_account_idtextRequired: The bank or credit card account it was paid from.
Payment typepayment_typetext: Cash, Check or CreditCard. Defaults to Cash.One of: Cash, Check, CreditCard (Credit card). Default: Cash.
Amountline_amountnumber: The line's total.At least 0.
Categoryexpense_account_idtext: The category: the account the money went to, such as Office Supplies.
Descriptionline_descriptiontext: What the line is for.
Payee (vendor)vendor_idtext: Who was paid.
Billable to customerbillable_customer_idtext: A customer to pass this cost on to: the line is marked billable to them.
Tax codetax_code_idtext: The line's tax code, where the company tracks tax on purchases.
Line items (advanced)line_itemslist: Several lines instead of the single line above, e.g. [{"account_id": "20", "amount": 45, "description": "Paper"}]. Keys: amount, description, account_id (a category), or item_id with quantity and unit_price; customer_id and billable, class_id, tax_code_id. A line in QuickBooks' own shape (with a DetailType) is sent as given.
Datetxn_datedate: The transaction's date. Defaults to today.
Ref no.doc_numbertext: The check or reference number.
Payment methodpayment_method_idtext: How it was paid: cash, check, a card...
Internal memoprivate_notetext: An internal memo. Customers and vendors never see it.
Locationdepartment_idtext: The location (QuickBooks' departments) to track this under, when the company uses locations.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

Purchaseobject
timetext

Example output

{
  "Purchase": {
    "AccountRef": {
      "name": "Visa",
      "value": "42"
    },
    "EntityRef": {
      "name": "Bob's Burger Joint",
      "type": "Vendor",
      "value": "56"
    },
    "Id": "160",
    "Line": [
      {
        "AccountBasedExpenseLineDetail": {
          "AccountRef": {
            "name": "Office Expenses",
            "value": "15"
          },
          "BillableStatus": "NotBillable"
        },
        "Amount": 45.0,
        "Description": "Printer paper",
        "DetailType": "AccountBasedExpenseLineDetail",
        "Id": "1"
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "PaymentType": "CreditCard",
    "SyncToken": "0",
    "TotalAmt": 45.0,
    "TxnDate": "2026-09-30"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Create a QuickBooks invoice

Create an invoice for a customer, with one line from the line fields or several from Line items. It isn't emailed; use 'Send a QuickBooks invoice' for that.

Inputs

Customercustomer_idtextRequired: The customer. Pick one, or use an Id from 'Create a QuickBooks customer' or 'List QuickBooks customers'.
Amountline_amountnumber: The line's total. Leave blank to use quantity times unit price.At least 0.
Descriptionline_descriptiontext: What the line is for, as the customer sees it.
Product/serviceitem_idtext: The product or service sold. Leave blank to use the company's 'Services' item: QuickBooks ignores the amount of a line without an item.
Quantityquantitynumber: How many.At least 0.
Unit priceunit_pricenumber: The price of one.
Service dateservice_datedate: When the work was done.
Tax codetax_code_idtext: The line's sales tax code. In US companies that's TAX or NON.
Line items (advanced)line_itemslist: Several lines instead of the single line above, e.g. [{"item_id": "1", "quantity": 2, "unit_price": 150, "description": "Design"}]. Keys: amount, description, item_id, quantity, unit_price, service_date, tax_code_id, class_id. A line in QuickBooks' own shape (with a DetailType) is sent as given.
Due datedue_datedate: When payment is due.
Email toemail_totext: The customer's email address for this document (its Bill Email).
Datetxn_datedate: The transaction's date. Defaults to today.
Numberdoc_numbertext: The document number. Leave blank to let QuickBooks number it, when the company numbers them automatically.
Termsterms_idtext: Payment terms, such as Net 30, which set the due date when none is given.
Message to customermemotext: A message to the customer, printed on the document.
Internal memoprivate_notetext: An internal memo. Customers and vendors never see it.
Classclass_idtext: The class to track this under, when the company uses class tracking.
Locationdepartment_idtext: The location (QuickBooks' departments) to track this under, when the company uses locations.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

Invoiceobject
timetext

Example output

{
  "Invoice": {
    "Balance": 300.0,
    "BillEmail": {
      "Address": "ap@acme.example"
    },
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "DocNumber": "1037",
    "DueDate": "2026-10-30",
    "EmailStatus": "NotSet",
    "Id": "130",
    "Line": [
      {
        "Amount": 300.0,
        "Description": "Garden design",
        "DetailType": "SalesItemLineDetail",
        "Id": "1",
        "LineNum": 1,
        "SalesItemLineDetail": {
          "ItemRef": {
            "name": "Services",
            "value": "1"
          },
          "Qty": 2,
          "UnitPrice": 150
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "TotalAmt": 300.0,
    "TxnDate": "2026-09-30"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Create a QuickBooks item

Add a product or service to sell or buy. Service and inventory items need an income account; inventory items also need an asset account, an expense account and a starting quantity.

Inputs

NamenametextRequired: The item's name, unique among items.
Typeitem_typetext: Service, non-inventory product, or inventory product. Defaults to Service.One of: Service, NonInventory (Non-inventory product), Inventory (Inventory product). Default: Service.
Sales descriptiondescriptiontext: The description on sales forms.
Sales priceunit_pricenumber: The sales price.
Income accountincome_account_idtext: The income account sales of it post to. Required for Service and Inventory items; an Inventory item's must have the Sales of Product Income detail type.
Purchase descriptionpurchase_descriptiontext: The description on purchase forms.
Costpurchase_costnumber: What it costs to buy.
Expense accountexpense_account_idtext: The expense account purchases of it post to (Cost of Goods Sold for inventory). Required for Inventory items.
SKUskutext: Its stock-keeping unit code.
Taxabletaxabletrue/false: Whether sales tax applies to it (US).
Inventory asset accountasset_account_idtext: Inventory only: the inventory asset account that tracks its value.
Quantity on handquantity_on_handnumber: Inventory only: how many you have now.At least 0.
As of dateinventory_start_datedate: Inventory only: the date the starting quantity is as of. Defaults to today.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

Itemobject
timetext

Example output

{
  "Item": {
    "Active": true,
    "FullyQualifiedName": "Services",
    "Id": "1",
    "IncomeAccountRef": {
      "name": "Services",
      "value": "1"
    },
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "Name": "Services",
    "SyncToken": "0",
    "Taxable": false,
    "Type": "Service",
    "UnitPrice": 150
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Create a QuickBooks journal entry

Post a journal entry. The simple form moves an amount from a credit account to a debit account; Line items takes any number of lines. Debits and credits must balance.

Inputs

Amountamountnumber: The amount to move.At least 0.
Debit accountdebit_account_idtext: The account to debit.
Credit accountcredit_account_idtext: The account to credit.
Descriptiondescriptiontext: What the entry is for, on both lines.
Lines (advanced)line_itemslist: The entry's lines instead of the simple form, e.g. [{"posting_type": "Debit", "account_id": "11", "amount": 100}, {"posting_type": "Credit", "account_id": "44", "amount": 100}]. Keys: posting_type, amount, account_id, description, entity_type and entity_id (a Customer, Vendor or Employee; required on receivable and payable lines), class_id, department_id.
Datetxn_datedate: The transaction's date. Defaults to today.
Numberdoc_numbertext: The document number. Leave blank to let QuickBooks number it, when the company numbers them automatically.
Internal memoprivate_notetext: An internal memo. Customers and vendors never see it.
Adjusting entryadjustmenttrue/false: Mark it as an adjusting entry.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

JournalEntryobject
timetext

Example output

{
  "JournalEntry": {
    "Adjustment": false,
    "DocNumber": "JE-12",
    "Id": "230",
    "Line": [
      {
        "Amount": 100.0,
        "Description": "September insurance",
        "DetailType": "JournalEntryLineDetail",
        "Id": "0",
        "JournalEntryLineDetail": {
          "AccountRef": {
            "name": "Insurance",
            "value": "11"
          },
          "PostingType": "Debit"
        }
      },
      {
        "Amount": 100.0,
        "Description": "September insurance",
        "DetailType": "JournalEntryLineDetail",
        "Id": "1",
        "JournalEntryLineDetail": {
          "AccountRef": {
            "name": "Checking",
            "value": "35"
          },
          "PostingType": "Credit"
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "TxnDate": "2026-09-30"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Create a QuickBooks payment

Record a payment in QuickBooks Online, optionally linked to an invoice.

Inputs

Customercustomer_idtextRequired: The customer. Pick one, or use an Id from 'Create a QuickBooks customer' or 'List QuickBooks customers'.
Amounttotal_amountnumberRequired: The amount received.At least 0.
Invoice IDinvoice_idtext: An invoice the whole amount pays.
Apply to (advanced)applied_tolist: Split the amount across several invoices or credit memos instead, e.g. [{"invoice_id": "130", "amount": 100}, {"invoice_id": "131", "amount": 50}]. Use "txn_type": "CreditMemo" to apply a credit memo. Any amount not applied stays on the customer's account as a credit.
Payment datepayment_datedate: When it was received. Defaults to today.
Payment methodpayment_method_idtext: How it was paid: cash, check, a card...
Reference no.reference_numbertext: The check number or other reference.
Deposit todeposit_to_account_idtext: Where the money went. Defaults to Undeposited Funds, to be deposited later.
Internal memoprivate_notetext: An internal memo. Customers and vendors never see it.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

Paymentobject
timetext

Example output

{
  "Payment": {
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "Id": "140",
    "Line": [
      {
        "Amount": 300.0,
        "LinkedTxn": [
          {
            "TxnId": "130",
            "TxnType": "Invoice"
          }
        ]
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "TotalAmt": 300.0,
    "TxnDate": "2026-09-30",
    "UnappliedAmt": 0
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Create a QuickBooks purchase order

Order goods or services from a vendor. Give one line by product or by category, or several in Line items.

Inputs

Vendorvendor_idtextRequired: The vendor. Pick one, or use an Id from 'Create a QuickBooks vendor' or 'List QuickBooks vendors'.
Product/serviceitem_idtext: A product or service bought by the unit, instead of a category.
Quantityquantitynumber: How many, for a product or service.At least 0.
Unit costunit_pricenumber: The cost of one, for a product or service.
Amountline_amountnumber: The line's total.At least 0.
Categoryexpense_account_idtext: The category: the account the money went to, such as Office Supplies.
Descriptionline_descriptiontext: What the line is for.
Billable to customerbillable_customer_idtext: A customer to pass this cost on to: the line is marked billable to them.
Line items (advanced)line_itemslist: Several lines instead of the single line above, e.g. [{"account_id": "20", "amount": 45, "description": "Paper"}]. Keys: amount, description, account_id (a category), or item_id with quantity and unit_price; customer_id and billable, class_id, tax_code_id. A line in QuickBooks' own shape (with a DetailType) is sent as given.
Datetxn_datedate: The transaction's date. Defaults to today.
Expected datedue_datedate: When you expect it.
Numberdoc_numbertext: The document number. Leave blank to let QuickBooks number it, when the company numbers them automatically.
Email toemail_totext: The vendor's email address for this order.
Message to vendormemotext: A message to the vendor, printed on the order.
Internal memoprivate_notetext: An internal memo. Customers and vendors never see it.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

PurchaseOrderobject
timetext

Example output

{
  "PurchaseOrder": {
    "APAccountRef": {
      "name": "Accounts Payable (A/P)",
      "value": "33"
    },
    "DocNumber": "1005",
    "EmailStatus": "NotSet",
    "Id": "210",
    "Line": [
      {
        "Amount": 90.0,
        "DetailType": "ItemBasedExpenseLineDetail",
        "Id": "1",
        "ItemBasedExpenseLineDetail": {
          "BillableStatus": "NotBillable",
          "ItemRef": {
            "name": "Pump",
            "value": "11"
          },
          "Qty": 3,
          "UnitPrice": 30
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "POEmail": {
      "Address": "orders@bobs.example"
    },
    "POStatus": "Open",
    "SyncToken": "0",
    "TotalAmt": 90.0,
    "TxnDate": "2026-09-30",
    "VendorRef": {
      "name": "Bob's Burger Joint",
      "value": "56"
    }
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Create a QuickBooks refund receipt

Refund a customer: record money paid back to them out of a bank account.

Inputs

Refund fromrefund_from_account_idtextRequired: The account the refund was paid from.
Customercustomer_idtext: The customer this is for. Pick one, or use an Id from 'List QuickBooks customers'.
Amountline_amountnumber: The line's total. Leave blank to use quantity times unit price.At least 0.
Descriptionline_descriptiontext: What is being refunded.
Product/serviceitem_idtext: The product or service refunded. Leave blank to use the company's 'Services' item.
Quantityquantitynumber: How many.At least 0.
Unit priceunit_pricenumber: The price of one.
Tax codetax_code_idtext: The line's sales tax code.
Line items (advanced)line_itemslist: Several lines instead of the single line above, e.g. [{"item_id": "1", "quantity": 2, "unit_price": 150, "description": "Design"}]. Keys: amount, description, item_id, quantity, unit_price, service_date, tax_code_id, class_id. A line in QuickBooks' own shape (with a DetailType) is sent as given.
Datetxn_datedate: The transaction's date. Defaults to today.
Numberdoc_numbertext: The document number. Leave blank to let QuickBooks number it, when the company numbers them automatically.
Payment methodpayment_method_idtext: How it was paid: cash, check, a card...
Email toemail_totext: The customer's email address for this document (its Bill Email).
Message to customermemotext: A message to the customer, printed on the document.
Internal memoprivate_notetext: An internal memo. Customers and vendors never see it.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

RefundReceiptobject
timetext

Example output

{
  "RefundReceipt": {
    "Balance": 0,
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "DepositToAccountRef": {
      "name": "Checking",
      "value": "35"
    },
    "DocNumber": "1041",
    "Id": "200",
    "Line": [
      {
        "Amount": 300.0,
        "Description": "Garden design",
        "DetailType": "SalesItemLineDetail",
        "Id": "1",
        "LineNum": 1,
        "SalesItemLineDetail": {
          "ItemRef": {
            "name": "Services",
            "value": "1"
          },
          "Qty": 2,
          "UnitPrice": 150
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "TotalAmt": 300.0,
    "TxnDate": "2026-09-30"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Create a QuickBooks sales receipt

Record a sale that was paid for at the time, so no invoice is needed. Give one line from the line fields or several from Line items.

Inputs

Customercustomer_idtext: The customer this is for. Pick one, or use an Id from 'List QuickBooks customers'.
Amountline_amountnumber: The line's total. Leave blank to use quantity times unit price.At least 0.
Descriptionline_descriptiontext: What the line is for, as the customer sees it.
Product/serviceitem_idtext: The product or service sold. Leave blank to use the company's 'Services' item: QuickBooks ignores the amount of a line without an item.
Quantityquantitynumber: How many.At least 0.
Unit priceunit_pricenumber: The price of one.
Service dateservice_datedate: When the work was done.
Tax codetax_code_idtext: The line's sales tax code. In US companies that's TAX or NON.
Line items (advanced)line_itemslist: Several lines instead of the single line above, e.g. [{"item_id": "1", "quantity": 2, "unit_price": 150, "description": "Design"}]. Keys: amount, description, item_id, quantity, unit_price, service_date, tax_code_id, class_id. A line in QuickBooks' own shape (with a DetailType) is sent as given.
Datetxn_datedate: The transaction's date. Defaults to today.
Numberdoc_numbertext: The document number. Leave blank to let QuickBooks number it, when the company numbers them automatically.
Payment methodpayment_method_idtext: How it was paid: cash, check, a card...
Reference no.reference_numbertext: The check number or other payment reference.
Deposit todeposit_to_account_idtext: Where the money went. Defaults to Undeposited Funds, to be deposited later.
Email toemail_totext: The customer's email address for this document (its Bill Email).
Message to customermemotext: A message to the customer, printed on the document.
Internal memoprivate_notetext: An internal memo. Customers and vendors never see it.
Classclass_idtext: The class to track this under, when the company uses class tracking.
Locationdepartment_idtext: The location (QuickBooks' departments) to track this under, when the company uses locations.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

SalesReceiptobject
timetext

Example output

{
  "SalesReceipt": {
    "Balance": 0,
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "DepositToAccountRef": {
      "name": "Undeposited Funds",
      "value": "4"
    },
    "DocNumber": "1039",
    "Id": "180",
    "Line": [
      {
        "Amount": 300.0,
        "Description": "Garden design",
        "DetailType": "SalesItemLineDetail",
        "Id": "1",
        "LineNum": 1,
        "SalesItemLineDetail": {
          "ItemRef": {
            "name": "Services",
            "value": "1"
          },
          "Qty": 2,
          "UnitPrice": 150
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "PaymentMethodRef": {
      "name": "Cash",
      "value": "1"
    },
    "SyncToken": "0",
    "TotalAmt": 300.0,
    "TxnDate": "2026-09-30"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Create a QuickBooks time activity

Log time an employee or contractor worked, optionally billable to a customer.

Inputs

HourshoursnumberRequired: Hours worked; add Minutes for the rest.At least 0.
Worker typeworker_typetext: Whether an employee or a vendor (contractor) did the work. Defaults to Employee.One of: Employee, Vendor (Vendor (contractor)). Default: Employee.
Employeeemployee_idtext: The employee, when the worker is an employee.
Vendorvendor_idtext: The contractor, when the worker is a vendor.
Minutesminutesnumber: Minutes worked beyond the hours.At least 0.
Datetxn_datedate: The day the work was done. Defaults to today.
Customercustomer_idtext: The customer this is for. Pick one, or use an Id from 'List QuickBooks customers'.
Serviceitem_idtext: The service performed.
Billablebillabletrue/false: Whether to bill the customer for the time.
Hourly ratehourly_ratenumber: The rate to bill, when billable.
Descriptiondescriptiontext: What was done.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

TimeActivityobject
timetext

Example output

{
  "TimeActivity": {
    "BillableStatus": "Billable",
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "Description": "Site visit",
    "EmployeeRef": {
      "name": "Emily Platt",
      "value": "55"
    },
    "HourlyRate": 75,
    "Hours": 3,
    "Id": "260",
    "ItemRef": {
      "name": "Services",
      "value": "1"
    },
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "Minutes": 30,
    "NameOf": "Employee",
    "SyncToken": "0",
    "TxnDate": "2026-09-30"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Create a QuickBooks transfer

Move money between two of the company's accounts, such as checking to savings.

Inputs

From accountfrom_account_idtextRequired: The account the money leaves.
To accountto_account_idtextRequired: The account the money goes to.
AmountamountnumberRequired: How much to move.At least 0.
Datetxn_datedate: The transaction's date. Defaults to today.
Internal memoprivate_notetext: An internal memo. Customers and vendors never see it.

Outputs

Transferobject
timetext

Example output

{
  "Transfer": {
    "Amount": 500.0,
    "FromAccountRef": {
      "name": "Checking",
      "value": "35"
    },
    "Id": "250",
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "ToAccountRef": {
      "name": "Savings",
      "value": "36"
    },
    "TxnDate": "2026-09-30"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Create a QuickBooks vendor

Add a vendor (supplier) you buy from and pay bills to.

Inputs

Display namedisplay_nametextRequired: The name QuickBooks shows. It must be unique across all customers, vendors and employees, including inactive ones.
First namegiven_nametext: First name.
Last namefamily_nametext: Last name.
Emailemailtext: Email address.
Phonephonetext: Main phone number.
Companycompany_nametext: Company name.
Mobilemobiletext: Mobile number.
Websitewebsitetext: Website address.
Address line 1address_line1text: Billing address, first line.
Address line 2address_line2text: Billing address, second line.
Citycitytext: City.
Statestatetext: State, province or region code, such as CA.
Postal codepostal_codetext: ZIP or postal code.
Countrycountrytext: Country.
Account numberaccount_numbertext: Your account number with this vendor.
Track for 1099is_1099true/false: Whether the vendor gets a 1099 (US).
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

Vendorobject
timetext

Example output

{
  "Vendor": {
    "Active": true,
    "Balance": 0,
    "CompanyName": "Bob's Burger Joint",
    "DisplayName": "Bob's Burger Joint",
    "Id": "56",
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "PrimaryEmailAddr": {
      "Address": "orders@bobs.example"
    },
    "SyncToken": "0",
    "Vendor1099": false
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Create a QuickBooks vendor credit

Record a credit or refund a vendor owes you, which can be applied against their bills.

Inputs

Vendorvendor_idtextRequired: The vendor. Pick one, or use an Id from 'Create a QuickBooks vendor' or 'List QuickBooks vendors'.
Amountline_amountnumber: The line's total.At least 0.
Categoryexpense_account_idtext: The category: the account the money went to, such as Office Supplies.
Descriptionline_descriptiontext: What the line is for.
Product/serviceitem_idtext: A product or service bought by the unit, instead of a category.
Quantityquantitynumber: How many, for a product or service.At least 0.
Unit costunit_pricenumber: The cost of one, for a product or service.
Line items (advanced)line_itemslist: Several lines instead of the single line above, e.g. [{"account_id": "20", "amount": 45, "description": "Paper"}]. Keys: amount, description, account_id (a category), or item_id with quantity and unit_price; customer_id and billable, class_id, tax_code_id. A line in QuickBooks' own shape (with a DetailType) is sent as given.
Datetxn_datedate: The transaction's date. Defaults to today.
Ref no.doc_numbertext: The vendor's credit note number.
Internal memoprivate_notetext: An internal memo. Customers and vendors never see it.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

VendorCreditobject
timetext

Example output

{
  "VendorCredit": {
    "Balance": 45.0,
    "Id": "220",
    "Line": [
      {
        "AccountBasedExpenseLineDetail": {
          "AccountRef": {
            "name": "Office Expenses",
            "value": "15"
          },
          "BillableStatus": "NotBillable"
        },
        "Amount": 45.0,
        "Description": "Printer paper",
        "DetailType": "AccountBasedExpenseLineDetail",
        "Id": "1"
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "TotalAmt": 45.0,
    "TxnDate": "2026-09-30",
    "VendorRef": {
      "name": "Bob's Burger Joint",
      "value": "56"
    }
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Deactivate a QuickBooks customer

Make a customer inactive, which is how QuickBooks removes one: it disappears from lists and pickers, and its transactions stay on the books.

Inputs

Customercustomer_idtextRequired: The customer. Pick one, or use an Id from 'Create a QuickBooks customer' or 'List QuickBooks customers'.

Outputs

Customerobject
timetext

Example output

{
  "Customer": {
    "Active": true,
    "Balance": 0,
    "CompanyName": "Acme Corp",
    "DisplayName": "Acme Corp",
    "FamilyName": "Doe",
    "GivenName": "Jane",
    "Id": "58",
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "PrimaryEmailAddr": {
      "Address": "ap@acme.example"
    },
    "PrimaryPhone": {
      "FreeFormNumber": "(555) 555-0100"
    },
    "SyncToken": "0"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Deactivate a QuickBooks vendor

Make a vendor inactive, which is how QuickBooks removes one: it disappears from lists and pickers, and its transactions stay on the books.

Inputs

Vendorvendor_idtextRequired: The vendor. Pick one, or use an Id from 'Create a QuickBooks vendor' or 'List QuickBooks vendors'.

Outputs

Vendorobject
timetext

Example output

{
  "Vendor": {
    "Active": true,
    "Balance": 0,
    "CompanyName": "Bob's Burger Joint",
    "DisplayName": "Bob's Burger Joint",
    "Id": "56",
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "PrimaryEmailAddr": {
      "Address": "orders@bobs.example"
    },
    "SyncToken": "0",
    "Vendor1099": false
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Delete a QuickBooks bill

Delete a bill permanently. Payments made against it must be deleted first.

Inputs

Bill IDbill_idtextRequired: The bill's Id, from 'Create a QuickBooks bill' or 'List QuickBooks bills'.

Outputs

Billobject
deletedtrue/false
idtext
timetext
typetext

Example output

{
  "Bill": {
    "Id": "150",
    "domain": "QBO",
    "status": "Deleted"
  },
  "deleted": true,
  "id": "150",
  "time": "2026-09-30T10:15:00.000-07:00",
  "type": "Bill"
}

Delete a QuickBooks estimate

Delete an estimate permanently. An invoice made from it must be deleted first.

Inputs

Estimate IDestimate_idtextRequired: The estimate's Id, from 'Create a QuickBooks estimate' or 'List QuickBooks estimates'.

Outputs

Estimateobject
deletedtrue/false
idtext
timetext
typetext

Example output

{
  "Estimate": {
    "Id": "170",
    "domain": "QBO",
    "status": "Deleted"
  },
  "deleted": true,
  "id": "170",
  "time": "2026-09-30T10:15:00.000-07:00",
  "type": "Estimate"
}

Delete a QuickBooks invoice

Delete an invoice permanently. Payments applied to it must be removed first.

Inputs

Invoice IDinvoice_idtextRequired: The invoice's Id, from 'Create a QuickBooks invoice' or 'List QuickBooks invoices'.

Outputs

Invoiceobject
deletedtrue/false
idtext
timetext
typetext

Example output

{
  "Invoice": {
    "Id": "130",
    "domain": "QBO",
    "status": "Deleted"
  },
  "deleted": true,
  "id": "130",
  "time": "2026-09-30T10:15:00.000-07:00",
  "type": "Invoice"
}

Delete a QuickBooks transaction

Delete any transaction, attachment or note permanently: a payment, expense, journal entry, deposit and so on. Transactions linked to others must be unlinked first. Customers, vendors, items and accounts can't be deleted, only deactivated.

Inputs

Typetransaction_typetextRequired: The kind of record to delete.One of: Invoice, Estimate, SalesReceipt (Sales receipt), CreditMemo (Credit memo), RefundReceipt (Refund receipt), Payment, Bill, BillPayment (Bill payment), Purchase (Expense), PurchaseOrder (Purchase order), and 6 more.
IDtransaction_idtextRequired: Its Id.

Outputs

The record deleted. QuickBooks' own reply also holds an Id and Deleted status under the record type's name.

deletedtrue/false
idtext
timetext
typetext

Example output

{
  "deleted": true,
  "id": "160",
  "time": "2026-09-30T10:15:00.000-07:00",
  "type": "Purchase"
}

Download a QuickBooks attachment

Save a file attached in QuickBooks so later steps can use it.

Inputs

Attachment IDattachment_idtextRequired: The attachment's Id, from 'List QuickBooks attachments' or 'Attach a file in QuickBooks'.

Outputs

Attachableobject
content_typetext
document_reftext
documentslist
filenametext
size_bytesnumber
urltext

Example output

{
  "Attachable": {
    "AttachableRef": [
      {
        "EntityRef": {
          "type": "Invoice",
          "value": "130"
        },
        "IncludeOnSend": false
      }
    ],
    "ContentType": "application/pdf",
    "FileName": "receipt.pdf",
    "Id": "5000000000000123456",
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "Size": 48213,
    "SyncToken": "0",
    "TempDownloadUri": "https://intuit-qbo-prod-30.s3.amazonaws.com/receipt.pdf"
  },
  "content_type": "application/pdf",
  "document_ref": "doc_7c6f7b1c2d3e4a5b8c9d0e1f2a3b4c5d",
  "documents": [
    {
      "content_type": "application/pdf",
      "document_ref": "doc_7c6f7b1c2d3e4a5b8c9d0e1f2a3b4c5d",
      "filename": "receipt.pdf",
      "size_bytes": 48213,
      "url": "/actions/core/serve-document/doc_7c6f7b1c2d3e4a5b8c9d0e1f2a3b4c5d"
    }
  ],
  "filename": "receipt.pdf",
  "size_bytes": 48213,
  "url": "/actions/core/serve-document/doc_7c6f7b1c2d3e4a5b8c9d0e1f2a3b4c5d"
}

Get a QuickBooks accounts payable aging report

What the company owes vendors, bucketed by how overdue it is: one row per vendor, or per open bill when detailed.

Inputs

As ofreport_datedate: The day to age balances as of. Defaults to today.
Detaileddetailedtrue/false: List each open transaction instead of one total per name.Default: false.
Days per periodaging_period_daysnumber: Detailed report only: days per aging bucket. Defaults to 30.At least 1.
Number of periodsnumber_of_periodsnumber: Detailed report only: how many aging buckets. Defaults to 4.At least 1.
Vendorvendor_idtext: Only this vendor's transactions.
Include raw reportinclude_rawtrue/false: Also return QuickBooks' original nested report under 'report'.Default: false.

Outputs

columnslist
currencytext
end_periodtext
generated_attext
no_datatrue/false
reportobject: QuickBooks' original report, when include_raw is set.
report_basistext
report_nametext
rowslist
start_periodtext
summarize_columns_bytext
totalsobject: Each section's total by its group, e.g. NetIncome.

Example output

{
  "columns": [
    "Vendor",
    "Current",
    "1 - 30",
    "31 - 60",
    "61 - 90",
    "91 and over",
    "Total"
  ],
  "currency": "USD",
  "end_period": "2026-09-30",
  "generated_at": "2026-09-30T10:15:00-07:00",
  "no_data": false,
  "report_name": "AgedPayables",
  "rows": [
    {
      "amount": 45.0,
      "depth": 0,
      "id": "56",
      "kind": "data",
      "label": "Bob's Burger Joint",
      "values": {
        "1 - 30": null,
        "31 - 60": null,
        "61 - 90": null,
        "91 and over": null,
        "Current": 45.0,
        "Total": 45.0
      }
    }
  ],
  "start_period": "2026-09-30",
  "totals": {
    "GrandTotal": 45.0
  }
}

Get a QuickBooks accounts receivable aging report

What customers owe, bucketed by how overdue it is: one row per customer, or per open invoice when detailed.

Inputs

As ofreport_datedate: The day to age balances as of. Defaults to today.
Detaileddetailedtrue/false: List each open transaction instead of one total per name.Default: false.
Days per periodaging_period_daysnumber: Detailed report only: days per aging bucket. Defaults to 30.At least 1.
Number of periodsnumber_of_periodsnumber: Detailed report only: how many aging buckets. Defaults to 4.At least 1.
Customercustomer_idtext: Only this customer's transactions.
Include raw reportinclude_rawtrue/false: Also return QuickBooks' original nested report under 'report'.Default: false.

Outputs

columnslist
currencytext
end_periodtext
generated_attext
no_datatrue/false
reportobject: QuickBooks' original report, when include_raw is set.
report_basistext
report_nametext
rowslist
start_periodtext
summarize_columns_bytext
totalsobject: Each section's total by its group, e.g. NetIncome.

Example output

{
  "columns": [
    "Customer",
    "Current",
    "1 - 30",
    "31 - 60",
    "61 - 90",
    "91 and over",
    "Total"
  ],
  "currency": "USD",
  "end_period": "2026-09-30",
  "generated_at": "2026-09-30T10:15:00-07:00",
  "no_data": false,
  "report_name": "AgedReceivables",
  "rows": [
    {
      "amount": 300.0,
      "depth": 0,
      "id": "58",
      "kind": "data",
      "label": "Acme Corp",
      "values": {
        "1 - 30": null,
        "31 - 60": null,
        "61 - 90": null,
        "91 and over": null,
        "Current": 300.0,
        "Total": 300.0
      }
    }
  ],
  "start_period": "2026-09-30",
  "totals": {
    "GrandTotal": 300.0
  }
}

Get a QuickBooks balance sheet

Assets, liabilities and equity as of the end date, as rows and totals by section.

Inputs

Start datestart_datedate: The first day to report on.
End dateend_datedate: The last day to report on.
Perioddate_macrotext: A named period instead of start and end dates. Without either, QuickBooks reports this fiscal year to date.One of: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, and 13 more.
Accounting methodaccounting_methodtext: Cash or accrual basis. Defaults to the company's own setting.One of: Accrual, Cash.
Columnssummarize_bytext: Split the amounts into columns by month, customer and so on. Defaults to a single Total column.One of: Total (Total only), Month (Months), Week (Weeks), Days, Quarter (Quarters), Year (Years), Customers, Vendors, Classes, Departments (Locations), Employees, ProductsAndServices (Products and services).
Customercustomer_idtext: Only this customer's transactions.
Classclass_idtext: Only amounts tracked under this class.
Locationdepartment_idtext: Only amounts tracked under this location.
Include raw reportinclude_rawtrue/false: Also return QuickBooks' original nested report under 'report'.Default: false.

Outputs

columnslist
currencytext
end_periodtext
generated_attext
no_datatrue/false
reportobject: QuickBooks' original report, when include_raw is set.
report_basistext
report_nametext
rowslist
start_periodtext
summarize_columns_bytext
totalsobject: Each section's total by its group, e.g. NetIncome.

Example output

{
  "columns": [
    "Account",
    "Total"
  ],
  "currency": "USD",
  "end_period": "2026-09-30",
  "generated_at": "2026-09-30T10:15:00-07:00",
  "no_data": false,
  "report_basis": "Accrual",
  "report_name": "BalanceSheet",
  "rows": [
    {
      "amount": 24742.44,
      "depth": 0,
      "group": "TotalAssets",
      "kind": "total",
      "label": "Total Assets",
      "values": {
        "Total": 24742.44
      }
    },
    {
      "amount": 24742.44,
      "depth": 0,
      "group": "TotalLiabilitiesAndEquity",
      "kind": "total",
      "label": "Total Liabilities and Equity",
      "values": {
        "Total": 24742.44
      }
    }
  ],
  "start_period": "2026-01-01",
  "summarize_columns_by": "Total",
  "totals": {
    "TotalAssets": 24742.44,
    "TotalLiabilitiesAndEquity": 24742.44
  }
}

Get a QuickBooks bill

Retrieve a single bill by ID, including its open balance.

Inputs

Bill IDbill_idtextRequired: The bill's Id, from 'Create a QuickBooks bill' or 'List QuickBooks bills'.

Outputs

Billobject
timetext

Example output

{
  "Bill": {
    "APAccountRef": {
      "name": "Accounts Payable (A/P)",
      "value": "33"
    },
    "Balance": 45.0,
    "DocNumber": "INV-8812",
    "DueDate": "2026-10-30",
    "Id": "150",
    "Line": [
      {
        "AccountBasedExpenseLineDetail": {
          "AccountRef": {
            "name": "Office Expenses",
            "value": "15"
          },
          "BillableStatus": "NotBillable"
        },
        "Amount": 45.0,
        "Description": "Printer paper",
        "DetailType": "AccountBasedExpenseLineDetail",
        "Id": "1"
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "TotalAmt": 45.0,
    "TxnDate": "2026-09-30",
    "VendorRef": {
      "name": "Bob's Burger Joint",
      "value": "56"
    }
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Get a QuickBooks cash flow statement

Cash in and out over a period by operating, investing and financing activity, as rows and totals by section.

Inputs

Start datestart_datedate: The first day to report on.
End dateend_datedate: The last day to report on.
Perioddate_macrotext: A named period instead of start and end dates. Without either, QuickBooks reports this fiscal year to date.One of: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, and 13 more.
Columnssummarize_bytext: Split the amounts into columns by month, customer and so on. Defaults to a single Total column.One of: Total (Total only), Month (Months), Week (Weeks), Days, Quarter (Quarters), Year (Years), Customers, Vendors, Classes, Departments (Locations), Employees, ProductsAndServices (Products and services).
Customercustomer_idtext: Only this customer's transactions.
Vendorvendor_idtext: Only this vendor's transactions.
Classclass_idtext: Only amounts tracked under this class.
Locationdepartment_idtext: Only amounts tracked under this location.
Include raw reportinclude_rawtrue/false: Also return QuickBooks' original nested report under 'report'.Default: false.

Outputs

columnslist
currencytext
end_periodtext
generated_attext
no_datatrue/false
reportobject: QuickBooks' original report, when include_raw is set.
report_basistext
report_nametext
rowslist
start_periodtext
summarize_columns_bytext
totalsobject: Each section's total by its group, e.g. NetIncome.

Example output

{
  "columns": [
    "Account",
    "Total"
  ],
  "currency": "USD",
  "end_period": "2026-09-30",
  "generated_at": "2026-09-30T10:15:00-07:00",
  "no_data": false,
  "report_name": "CashFlow",
  "rows": [
    {
      "amount": 5000.0,
      "depth": 0,
      "group": "CashIncrease",
      "kind": "total",
      "label": "Net cash increase for period",
      "values": {
        "Total": 5000.0
      }
    }
  ],
  "start_period": "2026-09-01",
  "summarize_columns_by": "Total",
  "totals": {
    "CashIncrease": 5000.0
  }
}

Get a QuickBooks customer

Retrieve a single customer by ID from QuickBooks Online.

Inputs

Customercustomer_idtextRequired: The customer. Pick one, or use an Id from 'Create a QuickBooks customer' or 'List QuickBooks customers'.

Outputs

Customerobject
timetext

Example output

{
  "Customer": {
    "Active": true,
    "Balance": 0,
    "CompanyName": "Acme Corp",
    "DisplayName": "Acme Corp",
    "FamilyName": "Doe",
    "GivenName": "Jane",
    "Id": "58",
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "PrimaryEmailAddr": {
      "Address": "ap@acme.example"
    },
    "PrimaryPhone": {
      "FreeFormNumber": "(555) 555-0100"
    },
    "SyncToken": "0"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Get a QuickBooks estimate

Retrieve a single estimate by ID, including its status.

Inputs

Estimate IDestimate_idtextRequired: The estimate's Id, from 'Create a QuickBooks estimate' or 'List QuickBooks estimates'.

Outputs

Estimateobject
timetext

Example output

{
  "Estimate": {
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "DocNumber": "1038",
    "EmailStatus": "NotSet",
    "ExpirationDate": "2026-10-30",
    "Id": "170",
    "Line": [
      {
        "Amount": 300.0,
        "Description": "Garden design",
        "DetailType": "SalesItemLineDetail",
        "Id": "1",
        "LineNum": 1,
        "SalesItemLineDetail": {
          "ItemRef": {
            "name": "Services",
            "value": "1"
          },
          "Qty": 2,
          "UnitPrice": 150
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "TotalAmt": 300.0,
    "TxnDate": "2026-09-30",
    "TxnStatus": "Pending"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Get a QuickBooks estimate PDF

Save an estimate as the PDF a customer would receive. Later steps can attach or email the file.

Inputs

Estimate IDestimate_idtextRequired: The estimate's Id, from 'Create a QuickBooks estimate' or 'List QuickBooks estimates'.

Outputs

content_typetext
document_reftext
documentslist
entitytext
filenametext
idtext
size_bytesnumber
urltext

Example output

{
  "content_type": "application/pdf",
  "document_ref": "doc_5a6f7b1c2d3e4a5b8c9d0e1f2a3b4c5d",
  "documents": [
    {
      "content_type": "application/pdf",
      "document_ref": "doc_5a6f7b1c2d3e4a5b8c9d0e1f2a3b4c5d",
      "filename": "estimate-170.pdf",
      "size_bytes": 41120,
      "url": "/actions/core/serve-document/doc_5a6f7b1c2d3e4a5b8c9d0e1f2a3b4c5d"
    }
  ],
  "entity": "Estimate",
  "filename": "estimate-170.pdf",
  "id": "170",
  "size_bytes": 41120,
  "url": "/actions/core/serve-document/doc_5a6f7b1c2d3e4a5b8c9d0e1f2a3b4c5d"
}

Get a QuickBooks invoice

Retrieve a single invoice by ID from QuickBooks Online.

Inputs

Invoice IDinvoice_idtextRequired: The invoice's Id, from 'Create a QuickBooks invoice' or 'List QuickBooks invoices'.

Outputs

Invoiceobject
timetext

Example output

{
  "Invoice": {
    "Balance": 300.0,
    "BillEmail": {
      "Address": "ap@acme.example"
    },
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "DocNumber": "1037",
    "DueDate": "2026-10-30",
    "EmailStatus": "NotSet",
    "Id": "130",
    "Line": [
      {
        "Amount": 300.0,
        "Description": "Garden design",
        "DetailType": "SalesItemLineDetail",
        "Id": "1",
        "LineNum": 1,
        "SalesItemLineDetail": {
          "ItemRef": {
            "name": "Services",
            "value": "1"
          },
          "Qty": 2,
          "UnitPrice": 150
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "TotalAmt": 300.0,
    "TxnDate": "2026-09-30"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Get a QuickBooks invoice PDF

Save an invoice as the PDF a customer would receive, styled by the company's invoice template. Later steps can attach or email the file.

Inputs

Invoice IDinvoice_idtextRequired: The invoice's Id, from 'Create a QuickBooks invoice' or 'List QuickBooks invoices'.

Outputs

content_typetext
document_reftext
documentslist
entitytext
filenametext
idtext
size_bytesnumber
urltext

Example output

{
  "content_type": "application/pdf",
  "document_ref": "doc_4f6f7b1c2d3e4a5b8c9d0e1f2a3b4c5d",
  "documents": [
    {
      "content_type": "application/pdf",
      "document_ref": "doc_4f6f7b1c2d3e4a5b8c9d0e1f2a3b4c5d",
      "filename": "invoice-130.pdf",
      "size_bytes": 48213,
      "url": "/actions/core/serve-document/doc_4f6f7b1c2d3e4a5b8c9d0e1f2a3b4c5d"
    }
  ],
  "entity": "Invoice",
  "filename": "invoice-130.pdf",
  "id": "130",
  "size_bytes": 48213,
  "url": "/actions/core/serve-document/doc_4f6f7b1c2d3e4a5b8c9d0e1f2a3b4c5d"
}

Get a QuickBooks item

Retrieve a single product or service by ID, including its price, accounts and, for inventory, quantity on hand.

Inputs

Product/serviceitem_idtextRequired: The product or service. Pick one, or use an Id from 'List QuickBooks items'.

Outputs

Itemobject
timetext

Example output

{
  "Item": {
    "Active": true,
    "FullyQualifiedName": "Services",
    "Id": "1",
    "IncomeAccountRef": {
      "name": "Services",
      "value": "1"
    },
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "Name": "Services",
    "SyncToken": "0",
    "Taxable": false,
    "Type": "Service",
    "UnitPrice": 150
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Get a QuickBooks payment

Retrieve a single customer payment by ID, including the invoices it paid.

Inputs

Payment IDpayment_idtextRequired: The payment's Id, from 'Create a QuickBooks payment' or 'List QuickBooks payments'.

Outputs

Paymentobject
timetext

Example output

{
  "Payment": {
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "Id": "140",
    "Line": [
      {
        "Amount": 300.0,
        "LinkedTxn": [
          {
            "TxnId": "130",
            "TxnType": "Invoice"
          }
        ]
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "TotalAmt": 300.0,
    "TxnDate": "2026-09-30",
    "UnappliedAmt": 0
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Get a QuickBooks profit and loss report

Income, expenses and net income for a period, as rows a workflow can loop over and totals by section (Income, Expenses, NetIncome...).

Inputs

Start datestart_datedate: The first day to report on.
End dateend_datedate: The last day to report on.
Perioddate_macrotext: A named period instead of start and end dates. Without either, QuickBooks reports this fiscal year to date.One of: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, and 13 more.
Accounting methodaccounting_methodtext: Cash or accrual basis. Defaults to the company's own setting.One of: Accrual, Cash.
Columnssummarize_bytext: Split the amounts into columns by month, customer and so on. Defaults to a single Total column.One of: Total (Total only), Month (Months), Week (Weeks), Days, Quarter (Quarters), Year (Years), Customers, Vendors, Classes, Departments (Locations), Employees, ProductsAndServices (Products and services).
Customercustomer_idtext: Only this customer's transactions.
Classclass_idtext: Only amounts tracked under this class.
Locationdepartment_idtext: Only amounts tracked under this location.
Include raw reportinclude_rawtrue/false: Also return QuickBooks' original nested report under 'report'.Default: false.

Outputs

columnslist
currencytext
end_periodtext
generated_attext
no_datatrue/false
reportobject: QuickBooks' original report, when include_raw is set.
report_basistext
report_nametext
rowslist
start_periodtext
summarize_columns_bytext
totalsobject: Each section's total by its group, e.g. NetIncome.

Example output

{
  "columns": [
    "Account",
    "Total"
  ],
  "currency": "USD",
  "end_period": "2026-09-30",
  "generated_at": "2026-09-30T10:15:00-07:00",
  "no_data": false,
  "report_basis": "Accrual",
  "report_name": "ProfitAndLoss",
  "rows": [
    {
      "amount": null,
      "depth": 0,
      "group": "Income",
      "kind": "header",
      "label": "Income",
      "values": {
        "Total": null
      }
    },
    {
      "amount": 2250.0,
      "depth": 1,
      "id": "82",
      "kind": "data",
      "label": "Design income",
      "values": {
        "Total": 2250.0
      }
    },
    {
      "amount": 2250.0,
      "depth": 0,
      "group": "Income",
      "kind": "total",
      "label": "Total Income",
      "values": {
        "Total": 2250.0
      }
    },
    {
      "amount": 1650.0,
      "depth": 0,
      "group": "NetIncome",
      "kind": "total",
      "label": "Net Income",
      "values": {
        "Total": 1650.0
      }
    }
  ],
  "start_period": "2026-09-01",
  "summarize_columns_by": "Total",
  "totals": {
    "Income": 2250.0,
    "NetIncome": 1650.0
  }
}

Get a QuickBooks purchase order

Retrieve a single purchase order by ID, including whether it's still open.

Inputs

Purchase order IDpurchase_order_idtextRequired: The purchase order's Id, from 'Create a QuickBooks purchase order' or 'List QuickBooks purchase orders'.

Outputs

PurchaseOrderobject
timetext

Example output

{
  "PurchaseOrder": {
    "APAccountRef": {
      "name": "Accounts Payable (A/P)",
      "value": "33"
    },
    "DocNumber": "1005",
    "EmailStatus": "NotSet",
    "Id": "210",
    "Line": [
      {
        "Amount": 90.0,
        "DetailType": "ItemBasedExpenseLineDetail",
        "Id": "1",
        "ItemBasedExpenseLineDetail": {
          "BillableStatus": "NotBillable",
          "ItemRef": {
            "name": "Pump",
            "value": "11"
          },
          "Qty": 3,
          "UnitPrice": 30
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "POEmail": {
      "Address": "orders@bobs.example"
    },
    "POStatus": "Open",
    "SyncToken": "0",
    "TotalAmt": 90.0,
    "TxnDate": "2026-09-30",
    "VendorRef": {
      "name": "Bob's Burger Joint",
      "value": "56"
    }
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Get a QuickBooks sales receipt

Retrieve a single sales receipt by ID.

Inputs

Sales receipt IDsales_receipt_idtextRequired: The sales receipt's Id, from 'Create a QuickBooks sales receipt' or 'List QuickBooks sales receipts'.

Outputs

SalesReceiptobject
timetext

Example output

{
  "SalesReceipt": {
    "Balance": 0,
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "DepositToAccountRef": {
      "name": "Undeposited Funds",
      "value": "4"
    },
    "DocNumber": "1039",
    "Id": "180",
    "Line": [
      {
        "Amount": 300.0,
        "Description": "Garden design",
        "DetailType": "SalesItemLineDetail",
        "Id": "1",
        "LineNum": 1,
        "SalesItemLineDetail": {
          "ItemRef": {
            "name": "Services",
            "value": "1"
          },
          "Qty": 2,
          "UnitPrice": 150
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "PaymentMethodRef": {
      "name": "Cash",
      "value": "1"
    },
    "SyncToken": "0",
    "TotalAmt": 300.0,
    "TxnDate": "2026-09-30"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Get a QuickBooks sales receipt PDF

Save a sales receipt as the PDF a customer would receive. Later steps can attach or email the file.

Inputs

Sales receipt IDsales_receipt_idtextRequired: The sales receipt's Id, from 'Create a QuickBooks sales receipt' or 'List QuickBooks sales receipts'.

Outputs

content_typetext
document_reftext
documentslist
entitytext
filenametext
idtext
size_bytesnumber
urltext

Example output

{
  "content_type": "application/pdf",
  "document_ref": "doc_6b6f7b1c2d3e4a5b8c9d0e1f2a3b4c5d",
  "documents": [
    {
      "content_type": "application/pdf",
      "document_ref": "doc_6b6f7b1c2d3e4a5b8c9d0e1f2a3b4c5d",
      "filename": "sales-receipt-180.pdf",
      "size_bytes": 39876,
      "url": "/actions/core/serve-document/doc_6b6f7b1c2d3e4a5b8c9d0e1f2a3b4c5d"
    }
  ],
  "entity": "SalesReceipt",
  "filename": "sales-receipt-180.pdf",
  "id": "180",
  "size_bytes": 39876,
  "url": "/actions/core/serve-document/doc_6b6f7b1c2d3e4a5b8c9d0e1f2a3b4c5d"
}

Get a QuickBooks vendor

Retrieve a single vendor (supplier) by ID.

Inputs

Vendorvendor_idtextRequired: The vendor. Pick one, or use an Id from 'Create a QuickBooks vendor' or 'List QuickBooks vendors'.

Outputs

Vendorobject
timetext

Example output

{
  "Vendor": {
    "Active": true,
    "Balance": 0,
    "CompanyName": "Bob's Burger Joint",
    "DisplayName": "Bob's Burger Joint",
    "Id": "56",
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "PrimaryEmailAddr": {
      "Address": "orders@bobs.example"
    },
    "SyncToken": "0",
    "Vendor1099": false
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Get QuickBooks company info

Read the connected company's name, legal name, address, contact details, country and fiscal year start.

Inputs

None.

Outputs

CompanyInfoobject
timetext

Example output

{
  "CompanyInfo": {
    "CompanyAddr": {
      "City": "San Pablo",
      "CountrySubDivisionCode": "CA",
      "Line1": "123 Sierra Way",
      "PostalCode": "87999"
    },
    "CompanyName": "Craig's Design and Landscaping Services",
    "Country": "US",
    "Email": {
      "Address": "noreply@quickbooks.com"
    },
    "FiscalYearStartMonth": "January",
    "Id": "1",
    "LegalName": "Craig's Design and Landscaping Services",
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "4"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

List QuickBooks accounts

List accounts from the chart of accounts, optionally narrowed by type, classification or name. Returns one page; use start_position to get the next.

Inputs

Limitlimitnumber: How many records to return, 1-1000. Defaults to 100.From 1 to 1000. Default: 100.
Start positionstart_positionnumber: Which matching record to start from, counting from 1. For the next page, use the previous result's next_start_position.At least 1. Default: 1.
Account typeaccount_typetext: Only accounts of this type.One of: Bank, Other Current Asset, Fixed Asset, Other Asset, Accounts Receivable, Equity, Expense, Other Expense, Cost of Goods Sold, Accounts Payable, and 5 more.
Classificationclassificationtext: Only accounts in this group: Asset, Liability, Equity, Revenue or Expense.One of: Asset, Liability, Equity, Revenue, Expense.
Name containsname_containstext: Only records whose name contains this text (not case-sensitive).
Include inactiveinclude_inactivetrue/false: Also return records that were made inactive. By default only active ones are listed.Default: false.
Changed sinceupdated_sincedate and time: Only records created or changed at or after this moment.

Outputs

QueryResponseobject
countnumber: How many records this page holds.
has_moretrue/false: True when the page came back full, so another may follow. It is also true when the last page happens to be exactly full; the next is then empty.
next_start_positionnumber: The start_position for the next page, or null on the last page.
start_positionnumber: The position of this page's first record, counting from 1.
timetext

Example output

{
  "QueryResponse": {
    "Account": [
      {
        "AccountSubType": "Checking",
        "AccountType": "Bank",
        "Active": true,
        "Classification": "Asset",
        "CurrencyRef": {
          "name": "United States Dollar",
          "value": "USD"
        },
        "CurrentBalance": 1201.0,
        "FullyQualifiedName": "Checking",
        "Id": "35",
        "MetaData": {
          "CreateTime": "2026-09-30T10:15:00-07:00",
          "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
        },
        "Name": "Checking",
        "SyncToken": "0"
      }
    ],
    "maxResults": 1,
    "startPosition": 1
  },
  "count": 1,
  "has_more": false,
  "next_start_position": null,
  "start_position": 1,
  "time": "2026-09-30T10:15:00.000-07:00"
}

List QuickBooks attachments

List the files and notes attached to one transaction or contact.

Inputs

Record typeentity_typetextRequired: The kind of record.One of: Invoice, Estimate, SalesReceipt (Sales receipt), CreditMemo (Credit memo), RefundReceipt (Refund receipt), Payment, Bill, BillPayment (Bill payment), Purchase (Expense), PurchaseOrder (Purchase order), and 9 more.
Record IDentity_idtextRequired: That record's Id, such as an invoice Id.
Limitlimitnumber: How many records to return, 1-1000. Defaults to 100.From 1 to 1000. Default: 100.
Start positionstart_positionnumber: Which matching record to start from, counting from 1. For the next page, use the previous result's next_start_position.At least 1. Default: 1.

Outputs

QueryResponseobject
countnumber: How many records this page holds.
has_moretrue/false: True when the page came back full, so another may follow. It is also true when the last page happens to be exactly full; the next is then empty.
next_start_positionnumber: The start_position for the next page, or null on the last page.
start_positionnumber: The position of this page's first record, counting from 1.
timetext

Example output

{
  "QueryResponse": {
    "Attachable": [
      {
        "AttachableRef": [
          {
            "EntityRef": {
              "type": "Invoice",
              "value": "130"
            },
            "IncludeOnSend": false
          }
        ],
        "ContentType": "application/pdf",
        "FileName": "receipt.pdf",
        "Id": "5000000000000123456",
        "MetaData": {
          "CreateTime": "2026-09-30T10:15:00-07:00",
          "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
        },
        "Size": 48213,
        "SyncToken": "0",
        "TempDownloadUri": "https://intuit-qbo-prod-30.s3.amazonaws.com/receipt.pdf"
      }
    ],
    "maxResults": 1,
    "startPosition": 1
  },
  "count": 1,
  "has_more": false,
  "next_start_position": null,
  "start_position": 1,
  "time": "2026-09-30T10:15:00.000-07:00"
}

List QuickBooks bills

List bills from vendors, optionally narrowed by vendor, payment status or date. Returns one page; use start_position to get the next.

Inputs

Limitlimitnumber: How many records to return, 1-1000. Defaults to 100.From 1 to 1000. Default: 100.
Start positionstart_positionnumber: Which matching record to start from, counting from 1. For the next page, use the previous result's next_start_position.At least 1. Default: 1.
Vendorvendor_idtext: Only this vendor's transactions.
Statusstatustext: Only unpaid (open balance), paid, or overdue (open and past due) bills.One of: any, unpaid, paid, overdue.
From datedate_fromdate: Only transactions dated on or after this day.
To datedate_todate: Only transactions dated on or before this day.
Changed sinceupdated_sincedate and time: Only records created or changed at or after this moment.

Outputs

QueryResponseobject
countnumber: How many records this page holds.
has_moretrue/false: True when the page came back full, so another may follow. It is also true when the last page happens to be exactly full; the next is then empty.
next_start_positionnumber: The start_position for the next page, or null on the last page.
start_positionnumber: The position of this page's first record, counting from 1.
timetext

Example output

{
  "QueryResponse": {
    "Bill": [
      {
        "APAccountRef": {
          "name": "Accounts Payable (A/P)",
          "value": "33"
        },
        "Balance": 45.0,
        "DocNumber": "INV-8812",
        "DueDate": "2026-10-30",
        "Id": "150",
        "Line": [
          {
            "AccountBasedExpenseLineDetail": {
              "AccountRef": {
                "name": "Office Expenses",
                "value": "15"
              },
              "BillableStatus": "NotBillable"
            },
            "Amount": 45.0,
            "Description": "Printer paper",
            "DetailType": "AccountBasedExpenseLineDetail",
            "Id": "1"
          }
        ],
        "MetaData": {
          "CreateTime": "2026-09-30T10:15:00-07:00",
          "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
        },
        "SyncToken": "0",
        "TotalAmt": 45.0,
        "TxnDate": "2026-09-30",
        "VendorRef": {
          "name": "Bob's Burger Joint",
          "value": "56"
        }
      }
    ],
    "maxResults": 1,
    "startPosition": 1
  },
  "count": 1,
  "has_more": false,
  "next_start_position": null,
  "start_position": 1,
  "time": "2026-09-30T10:15:00.000-07:00"
}

List QuickBooks changes

Everything of the chosen kinds created, changed or deleted since a moment in the last 30 days, in one call. Deleted records come back with status 'Deleted' and only their Id. Up to 1,000 records per kind.

Inputs

Record typesentitiestextRequired: The kinds of record to report on.One or more of: Account, Bill, BillPayment (Bill payment), Class, CreditMemo (Credit memo), Customer, Department (Location), Deposit, Employee, Estimate, and 13 more.
Changed sincechanged_sincedate and timeRequired: The moment to report changes since, within the last 30 days.

Outputs

changed_sincetext
changesobject: The changed records of each chosen type, by type name, e.g. changes.Invoice. A deleted record has status Deleted.
countsobject: How many records changed, by type name.
timetext

Example output

{
  "changed_since": "2026-09-29T00:00:00Z",
  "changes": {
    "Customer": [
      {
        "Id": "59",
        "domain": "QBO",
        "status": "Deleted"
      }
    ],
    "Invoice": [
      {
        "Balance": 300.0,
        "BillEmail": {
          "Address": "ap@acme.example"
        },
        "CustomerRef": {
          "name": "Acme Corp",
          "value": "58"
        },
        "DocNumber": "1037",
        "DueDate": "2026-10-30",
        "EmailStatus": "NotSet",
        "Id": "130",
        "Line": [
          {
            "Amount": 300.0,
            "Description": "Garden design",
            "DetailType": "SalesItemLineDetail",
            "Id": "1",
            "LineNum": 1,
            "SalesItemLineDetail": {
              "ItemRef": {
                "name": "Services",
                "value": "1"
              },
              "Qty": 2,
              "UnitPrice": 150
            }
          }
        ],
        "MetaData": {
          "CreateTime": "2026-09-30T10:15:00-07:00",
          "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
        },
        "SyncToken": "0",
        "TotalAmt": 300.0,
        "TxnDate": "2026-09-30"
      }
    ]
  },
  "counts": {
    "Customer": 1,
    "Invoice": 1
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

List QuickBooks credit memos

List credit memos, optionally narrowed by customer or date. Returns one page; use start_position to get the next.

Inputs

Limitlimitnumber: How many records to return, 1-1000. Defaults to 100.From 1 to 1000. Default: 100.
Start positionstart_positionnumber: Which matching record to start from, counting from 1. For the next page, use the previous result's next_start_position.At least 1. Default: 1.
Customercustomer_idtext: Only this customer's transactions.
From datedate_fromdate: Only transactions dated on or after this day.
To datedate_todate: Only transactions dated on or before this day.
Changed sinceupdated_sincedate and time: Only records created or changed at or after this moment.

Outputs

QueryResponseobject
countnumber: How many records this page holds.
has_moretrue/false: True when the page came back full, so another may follow. It is also true when the last page happens to be exactly full; the next is then empty.
next_start_positionnumber: The start_position for the next page, or null on the last page.
start_positionnumber: The position of this page's first record, counting from 1.
timetext

Example output

{
  "QueryResponse": {
    "CreditMemo": [
      {
        "Balance": 300.0,
        "CustomerRef": {
          "name": "Acme Corp",
          "value": "58"
        },
        "DocNumber": "1040",
        "Id": "190",
        "Line": [
          {
            "Amount": 300.0,
            "Description": "Garden design",
            "DetailType": "SalesItemLineDetail",
            "Id": "1",
            "LineNum": 1,
            "SalesItemLineDetail": {
              "ItemRef": {
                "name": "Services",
                "value": "1"
              },
              "Qty": 2,
              "UnitPrice": 150
            }
          }
        ],
        "MetaData": {
          "CreateTime": "2026-09-30T10:15:00-07:00",
          "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
        },
        "RemainingCredit": 300.0,
        "SyncToken": "0",
        "TotalAmt": 300.0,
        "TxnDate": "2026-09-30"
      }
    ],
    "maxResults": 1,
    "startPosition": 1
  },
  "count": 1,
  "has_more": false,
  "next_start_position": null,
  "start_position": 1,
  "time": "2026-09-30T10:15:00.000-07:00"
}

List QuickBooks customers

List customers, optionally narrowed by name, email or when they last changed. Returns one page; use start_position to get the next.

Inputs

Limitlimitnumber: How many records to return, 1-1000. Defaults to 100.From 1 to 1000. Default: 100.
Start positionstart_positionnumber: Which matching record to start from, counting from 1. For the next page, use the previous result's next_start_position.At least 1. Default: 1.
Name containsname_containstext: Only records whose name contains this text (not case-sensitive).
Emailemailtext: Only the customer with exactly this email address.
Include inactiveinclude_inactivetrue/false: Also return records that were made inactive. By default only active ones are listed.Default: false.
Changed sinceupdated_sincedate and time: Only records created or changed at or after this moment.

Outputs

QueryResponseobject
countnumber: How many records this page holds.
has_moretrue/false: True when the page came back full, so another may follow. It is also true when the last page happens to be exactly full; the next is then empty.
next_start_positionnumber: The start_position for the next page, or null on the last page.
start_positionnumber: The position of this page's first record, counting from 1.
timetext

Example output

{
  "QueryResponse": {
    "Customer": [
      {
        "Active": true,
        "Balance": 0,
        "CompanyName": "Acme Corp",
        "DisplayName": "Acme Corp",
        "FamilyName": "Doe",
        "GivenName": "Jane",
        "Id": "58",
        "MetaData": {
          "CreateTime": "2026-09-30T10:15:00-07:00",
          "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
        },
        "PrimaryEmailAddr": {
          "Address": "ap@acme.example"
        },
        "PrimaryPhone": {
          "FreeFormNumber": "(555) 555-0100"
        },
        "SyncToken": "0"
      }
    ],
    "maxResults": 1,
    "startPosition": 1
  },
  "count": 1,
  "has_more": false,
  "next_start_position": null,
  "start_position": 1,
  "time": "2026-09-30T10:15:00.000-07:00"
}

List QuickBooks estimates

List estimates (quotes), optionally narrowed by customer or date. Returns one page; use start_position to get the next.

Inputs

Limitlimitnumber: How many records to return, 1-1000. Defaults to 100.From 1 to 1000. Default: 100.
Start positionstart_positionnumber: Which matching record to start from, counting from 1. For the next page, use the previous result's next_start_position.At least 1. Default: 1.
Customercustomer_idtext: Only this customer's transactions.
From datedate_fromdate: Only transactions dated on or after this day.
To datedate_todate: Only transactions dated on or before this day.
Changed sinceupdated_sincedate and time: Only records created or changed at or after this moment.

Outputs

QueryResponseobject
countnumber: How many records this page holds.
has_moretrue/false: True when the page came back full, so another may follow. It is also true when the last page happens to be exactly full; the next is then empty.
next_start_positionnumber: The start_position for the next page, or null on the last page.
start_positionnumber: The position of this page's first record, counting from 1.
timetext

Example output

{
  "QueryResponse": {
    "Estimate": [
      {
        "CustomerRef": {
          "name": "Acme Corp",
          "value": "58"
        },
        "DocNumber": "1038",
        "EmailStatus": "NotSet",
        "ExpirationDate": "2026-10-30",
        "Id": "170",
        "Line": [
          {
            "Amount": 300.0,
            "Description": "Garden design",
            "DetailType": "SalesItemLineDetail",
            "Id": "1",
            "LineNum": 1,
            "SalesItemLineDetail": {
              "ItemRef": {
                "name": "Services",
                "value": "1"
              },
              "Qty": 2,
              "UnitPrice": 150
            }
          }
        ],
        "MetaData": {
          "CreateTime": "2026-09-30T10:15:00-07:00",
          "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
        },
        "SyncToken": "0",
        "TotalAmt": 300.0,
        "TxnDate": "2026-09-30",
        "TxnStatus": "Pending"
      }
    ],
    "maxResults": 1,
    "startPosition": 1
  },
  "count": 1,
  "has_more": false,
  "next_start_position": null,
  "start_position": 1,
  "time": "2026-09-30T10:15:00.000-07:00"
}

List QuickBooks expenses

List expenses (checks, card charges and cash purchases), optionally narrowed by date. Returns one page; use start_position to get the next.

Inputs

Limitlimitnumber: How many records to return, 1-1000. Defaults to 100.From 1 to 1000. Default: 100.
Start positionstart_positionnumber: Which matching record to start from, counting from 1. For the next page, use the previous result's next_start_position.At least 1. Default: 1.
From datedate_fromdate: Only transactions dated on or after this day.
To datedate_todate: Only transactions dated on or before this day.
Changed sinceupdated_sincedate and time: Only records created or changed at or after this moment.

Outputs

QueryResponseobject
countnumber: How many records this page holds.
has_moretrue/false: True when the page came back full, so another may follow. It is also true when the last page happens to be exactly full; the next is then empty.
next_start_positionnumber: The start_position for the next page, or null on the last page.
start_positionnumber: The position of this page's first record, counting from 1.
timetext

Example output

{
  "QueryResponse": {
    "Purchase": [
      {
        "AccountRef": {
          "name": "Visa",
          "value": "42"
        },
        "EntityRef": {
          "name": "Bob's Burger Joint",
          "type": "Vendor",
          "value": "56"
        },
        "Id": "160",
        "Line": [
          {
            "AccountBasedExpenseLineDetail": {
              "AccountRef": {
                "name": "Office Expenses",
                "value": "15"
              },
              "BillableStatus": "NotBillable"
            },
            "Amount": 45.0,
            "Description": "Printer paper",
            "DetailType": "AccountBasedExpenseLineDetail",
            "Id": "1"
          }
        ],
        "MetaData": {
          "CreateTime": "2026-09-30T10:15:00-07:00",
          "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
        },
        "PaymentType": "CreditCard",
        "SyncToken": "0",
        "TotalAmt": 45.0,
        "TxnDate": "2026-09-30"
      }
    ],
    "maxResults": 1,
    "startPosition": 1
  },
  "count": 1,
  "has_more": false,
  "next_start_position": null,
  "start_position": 1,
  "time": "2026-09-30T10:15:00.000-07:00"
}

List QuickBooks invoices

List invoices, optionally narrowed by customer, payment status, date or number. Returns one page; use start_position to get the next.

Inputs

Limitlimitnumber: How many records to return, 1-1000. Defaults to 100.From 1 to 1000. Default: 100.
Start positionstart_positionnumber: Which matching record to start from, counting from 1. For the next page, use the previous result's next_start_position.At least 1. Default: 1.
Customercustomer_idtext: Only this customer's transactions.
Statusstatustext: Only unpaid (open balance), paid, or overdue (open and past due) invoices.One of: any, unpaid, paid, overdue.
From datedate_fromdate: Only transactions dated on or after this day.
To datedate_todate: Only transactions dated on or before this day.
Invoice numberdoc_numbertext: Only the invoice with this number.
Changed sinceupdated_sincedate and time: Only records created or changed at or after this moment.

Outputs

QueryResponseobject
countnumber: How many records this page holds.
has_moretrue/false: True when the page came back full, so another may follow. It is also true when the last page happens to be exactly full; the next is then empty.
next_start_positionnumber: The start_position for the next page, or null on the last page.
start_positionnumber: The position of this page's first record, counting from 1.
timetext

Example output

{
  "QueryResponse": {
    "Invoice": [
      {
        "Balance": 300.0,
        "BillEmail": {
          "Address": "ap@acme.example"
        },
        "CustomerRef": {
          "name": "Acme Corp",
          "value": "58"
        },
        "DocNumber": "1037",
        "DueDate": "2026-10-30",
        "EmailStatus": "NotSet",
        "Id": "130",
        "Line": [
          {
            "Amount": 300.0,
            "Description": "Garden design",
            "DetailType": "SalesItemLineDetail",
            "Id": "1",
            "LineNum": 1,
            "SalesItemLineDetail": {
              "ItemRef": {
                "name": "Services",
                "value": "1"
              },
              "Qty": 2,
              "UnitPrice": 150
            }
          }
        ],
        "MetaData": {
          "CreateTime": "2026-09-30T10:15:00-07:00",
          "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
        },
        "SyncToken": "0",
        "TotalAmt": 300.0,
        "TxnDate": "2026-09-30"
      }
    ],
    "maxResults": 1,
    "startPosition": 1
  },
  "count": 1,
  "has_more": false,
  "next_start_position": null,
  "start_position": 1,
  "time": "2026-09-30T10:15:00.000-07:00"
}

List QuickBooks items

List products and services, optionally narrowed by type, name or SKU. Returns one page; use start_position to get the next.

Inputs

Limitlimitnumber: How many records to return, 1-1000. Defaults to 100.From 1 to 1000. Default: 100.
Start positionstart_positionnumber: Which matching record to start from, counting from 1. For the next page, use the previous result's next_start_position.At least 1. Default: 1.
Typeitem_typetext: Only items of this type.One of: Service, NonInventory (Non-inventory product), Inventory (Inventory product), Group (Bundle), Category.
Name containsname_containstext: Only records whose name contains this text (not case-sensitive).
SKUskutext: Only the item with exactly this SKU.
Include inactiveinclude_inactivetrue/false: Also return records that were made inactive. By default only active ones are listed.Default: false.
Changed sinceupdated_sincedate and time: Only records created or changed at or after this moment.

Outputs

QueryResponseobject
countnumber: How many records this page holds.
has_moretrue/false: True when the page came back full, so another may follow. It is also true when the last page happens to be exactly full; the next is then empty.
next_start_positionnumber: The start_position for the next page, or null on the last page.
start_positionnumber: The position of this page's first record, counting from 1.
timetext

Example output

{
  "QueryResponse": {
    "Item": [
      {
        "Active": true,
        "FullyQualifiedName": "Services",
        "Id": "1",
        "IncomeAccountRef": {
          "name": "Services",
          "value": "1"
        },
        "MetaData": {
          "CreateTime": "2026-09-30T10:15:00-07:00",
          "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
        },
        "Name": "Services",
        "SyncToken": "0",
        "Taxable": false,
        "Type": "Service",
        "UnitPrice": 150
      }
    ],
    "maxResults": 1,
    "startPosition": 1
  },
  "count": 1,
  "has_more": false,
  "next_start_position": null,
  "start_position": 1,
  "time": "2026-09-30T10:15:00.000-07:00"
}

List QuickBooks journal entries

List journal entries, optionally narrowed by date or number. Returns one page; use start_position to get the next.

Inputs

Limitlimitnumber: How many records to return, 1-1000. Defaults to 100.From 1 to 1000. Default: 100.
Start positionstart_positionnumber: Which matching record to start from, counting from 1. For the next page, use the previous result's next_start_position.At least 1. Default: 1.
From datedate_fromdate: Only transactions dated on or after this day.
To datedate_todate: Only transactions dated on or before this day.
Entry numberdoc_numbertext: Only the entry with this number.
Changed sinceupdated_sincedate and time: Only records created or changed at or after this moment.

Outputs

QueryResponseobject
countnumber: How many records this page holds.
has_moretrue/false: True when the page came back full, so another may follow. It is also true when the last page happens to be exactly full; the next is then empty.
next_start_positionnumber: The start_position for the next page, or null on the last page.
start_positionnumber: The position of this page's first record, counting from 1.
timetext

Example output

{
  "QueryResponse": {
    "JournalEntry": [
      {
        "Adjustment": false,
        "DocNumber": "JE-12",
        "Id": "230",
        "Line": [
          {
            "Amount": 100.0,
            "Description": "September insurance",
            "DetailType": "JournalEntryLineDetail",
            "Id": "0",
            "JournalEntryLineDetail": {
              "AccountRef": {
                "name": "Insurance",
                "value": "11"
              },
              "PostingType": "Debit"
            }
          },
          {
            "Amount": 100.0,
            "Description": "September insurance",
            "DetailType": "JournalEntryLineDetail",
            "Id": "1",
            "JournalEntryLineDetail": {
              "AccountRef": {
                "name": "Checking",
                "value": "35"
              },
              "PostingType": "Credit"
            }
          }
        ],
        "MetaData": {
          "CreateTime": "2026-09-30T10:15:00-07:00",
          "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
        },
        "SyncToken": "0",
        "TxnDate": "2026-09-30"
      }
    ],
    "maxResults": 1,
    "startPosition": 1
  },
  "count": 1,
  "has_more": false,
  "next_start_position": null,
  "start_position": 1,
  "time": "2026-09-30T10:15:00.000-07:00"
}

List QuickBooks payments

List customer payments, optionally narrowed by customer or date. Returns one page; use start_position to get the next.

Inputs

Limitlimitnumber: How many records to return, 1-1000. Defaults to 100.From 1 to 1000. Default: 100.
Start positionstart_positionnumber: Which matching record to start from, counting from 1. For the next page, use the previous result's next_start_position.At least 1. Default: 1.
Customercustomer_idtext: Only this customer's transactions.
From datedate_fromdate: Only transactions dated on or after this day.
To datedate_todate: Only transactions dated on or before this day.
Changed sinceupdated_sincedate and time: Only records created or changed at or after this moment.

Outputs

QueryResponseobject
countnumber: How many records this page holds.
has_moretrue/false: True when the page came back full, so another may follow. It is also true when the last page happens to be exactly full; the next is then empty.
next_start_positionnumber: The start_position for the next page, or null on the last page.
start_positionnumber: The position of this page's first record, counting from 1.
timetext

Example output

{
  "QueryResponse": {
    "Payment": [
      {
        "CustomerRef": {
          "name": "Acme Corp",
          "value": "58"
        },
        "Id": "140",
        "Line": [
          {
            "Amount": 300.0,
            "LinkedTxn": [
              {
                "TxnId": "130",
                "TxnType": "Invoice"
              }
            ]
          }
        ],
        "MetaData": {
          "CreateTime": "2026-09-30T10:15:00-07:00",
          "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
        },
        "SyncToken": "0",
        "TotalAmt": 300.0,
        "TxnDate": "2026-09-30",
        "UnappliedAmt": 0
      }
    ],
    "maxResults": 1,
    "startPosition": 1
  },
  "count": 1,
  "has_more": false,
  "next_start_position": null,
  "start_position": 1,
  "time": "2026-09-30T10:15:00.000-07:00"
}

List QuickBooks purchase orders

List purchase orders, optionally narrowed by date. Returns one page; use start_position to get the next.

Inputs

Limitlimitnumber: How many records to return, 1-1000. Defaults to 100.From 1 to 1000. Default: 100.
Start positionstart_positionnumber: Which matching record to start from, counting from 1. For the next page, use the previous result's next_start_position.At least 1. Default: 1.
From datedate_fromdate: Only transactions dated on or after this day.
To datedate_todate: Only transactions dated on or before this day.
Changed sinceupdated_sincedate and time: Only records created or changed at or after this moment.

Outputs

QueryResponseobject
countnumber: How many records this page holds.
has_moretrue/false: True when the page came back full, so another may follow. It is also true when the last page happens to be exactly full; the next is then empty.
next_start_positionnumber: The start_position for the next page, or null on the last page.
start_positionnumber: The position of this page's first record, counting from 1.
timetext

Example output

{
  "QueryResponse": {
    "PurchaseOrder": [
      {
        "APAccountRef": {
          "name": "Accounts Payable (A/P)",
          "value": "33"
        },
        "DocNumber": "1005",
        "EmailStatus": "NotSet",
        "Id": "210",
        "Line": [
          {
            "Amount": 90.0,
            "DetailType": "ItemBasedExpenseLineDetail",
            "Id": "1",
            "ItemBasedExpenseLineDetail": {
              "BillableStatus": "NotBillable",
              "ItemRef": {
                "name": "Pump",
                "value": "11"
              },
              "Qty": 3,
              "UnitPrice": 30
            }
          }
        ],
        "MetaData": {
          "CreateTime": "2026-09-30T10:15:00-07:00",
          "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
        },
        "POEmail": {
          "Address": "orders@bobs.example"
        },
        "POStatus": "Open",
        "SyncToken": "0",
        "TotalAmt": 90.0,
        "TxnDate": "2026-09-30",
        "VendorRef": {
          "name": "Bob's Burger Joint",
          "value": "56"
        }
      }
    ],
    "maxResults": 1,
    "startPosition": 1
  },
  "count": 1,
  "has_more": false,
  "next_start_position": null,
  "start_position": 1,
  "time": "2026-09-30T10:15:00.000-07:00"
}

List QuickBooks sales receipts

List sales receipts (sales paid for on the spot), optionally narrowed by customer or date. Returns one page; use start_position to get the next.

Inputs

Limitlimitnumber: How many records to return, 1-1000. Defaults to 100.From 1 to 1000. Default: 100.
Start positionstart_positionnumber: Which matching record to start from, counting from 1. For the next page, use the previous result's next_start_position.At least 1. Default: 1.
Customercustomer_idtext: Only this customer's transactions.
From datedate_fromdate: Only transactions dated on or after this day.
To datedate_todate: Only transactions dated on or before this day.
Changed sinceupdated_sincedate and time: Only records created or changed at or after this moment.

Outputs

QueryResponseobject
countnumber: How many records this page holds.
has_moretrue/false: True when the page came back full, so another may follow. It is also true when the last page happens to be exactly full; the next is then empty.
next_start_positionnumber: The start_position for the next page, or null on the last page.
start_positionnumber: The position of this page's first record, counting from 1.
timetext

Example output

{
  "QueryResponse": {
    "SalesReceipt": [
      {
        "Balance": 0,
        "CustomerRef": {
          "name": "Acme Corp",
          "value": "58"
        },
        "DepositToAccountRef": {
          "name": "Undeposited Funds",
          "value": "4"
        },
        "DocNumber": "1039",
        "Id": "180",
        "Line": [
          {
            "Amount": 300.0,
            "Description": "Garden design",
            "DetailType": "SalesItemLineDetail",
            "Id": "1",
            "LineNum": 1,
            "SalesItemLineDetail": {
              "ItemRef": {
                "name": "Services",
                "value": "1"
              },
              "Qty": 2,
              "UnitPrice": 150
            }
          }
        ],
        "MetaData": {
          "CreateTime": "2026-09-30T10:15:00-07:00",
          "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
        },
        "PaymentMethodRef": {
          "name": "Cash",
          "value": "1"
        },
        "SyncToken": "0",
        "TotalAmt": 300.0,
        "TxnDate": "2026-09-30"
      }
    ],
    "maxResults": 1,
    "startPosition": 1
  },
  "count": 1,
  "has_more": false,
  "next_start_position": null,
  "start_position": 1,
  "time": "2026-09-30T10:15:00.000-07:00"
}

List QuickBooks time activities

List logged time, optionally narrowed by date or billing status. Returns one page; use start_position to get the next.

Inputs

Limitlimitnumber: How many records to return, 1-1000. Defaults to 100.From 1 to 1000. Default: 100.
Start positionstart_positionnumber: Which matching record to start from, counting from 1. For the next page, use the previous result's next_start_position.At least 1. Default: 1.
From datedate_fromdate: Only transactions dated on or after this day.
To datedate_todate: Only transactions dated on or before this day.
Billing statusbillable_statustext: Only time that is billable, not billable, or already billed.One of: Billable, NotBillable (Not billable), HasBeenBilled (Already billed).
Changed sinceupdated_sincedate and time: Only records created or changed at or after this moment.

Outputs

QueryResponseobject
countnumber: How many records this page holds.
has_moretrue/false: True when the page came back full, so another may follow. It is also true when the last page happens to be exactly full; the next is then empty.
next_start_positionnumber: The start_position for the next page, or null on the last page.
start_positionnumber: The position of this page's first record, counting from 1.
timetext

Example output

{
  "QueryResponse": {
    "TimeActivity": [
      {
        "BillableStatus": "Billable",
        "CustomerRef": {
          "name": "Acme Corp",
          "value": "58"
        },
        "Description": "Site visit",
        "EmployeeRef": {
          "name": "Emily Platt",
          "value": "55"
        },
        "HourlyRate": 75,
        "Hours": 3,
        "Id": "260",
        "ItemRef": {
          "name": "Services",
          "value": "1"
        },
        "MetaData": {
          "CreateTime": "2026-09-30T10:15:00-07:00",
          "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
        },
        "Minutes": 30,
        "NameOf": "Employee",
        "SyncToken": "0",
        "TxnDate": "2026-09-30"
      }
    ],
    "maxResults": 1,
    "startPosition": 1
  },
  "count": 1,
  "has_more": false,
  "next_start_position": null,
  "start_position": 1,
  "time": "2026-09-30T10:15:00.000-07:00"
}

List QuickBooks vendors

List vendors (suppliers), optionally narrowed by name or when they last changed. Returns one page; use start_position to get the next.

Inputs

Limitlimitnumber: How many records to return, 1-1000. Defaults to 100.From 1 to 1000. Default: 100.
Start positionstart_positionnumber: Which matching record to start from, counting from 1. For the next page, use the previous result's next_start_position.At least 1. Default: 1.
Name containsname_containstext: Only records whose name contains this text (not case-sensitive).
Include inactiveinclude_inactivetrue/false: Also return records that were made inactive. By default only active ones are listed.Default: false.
Changed sinceupdated_sincedate and time: Only records created or changed at or after this moment.

Outputs

QueryResponseobject
countnumber: How many records this page holds.
has_moretrue/false: True when the page came back full, so another may follow. It is also true when the last page happens to be exactly full; the next is then empty.
next_start_positionnumber: The start_position for the next page, or null on the last page.
start_positionnumber: The position of this page's first record, counting from 1.
timetext

Example output

{
  "QueryResponse": {
    "Vendor": [
      {
        "Active": true,
        "Balance": 0,
        "CompanyName": "Bob's Burger Joint",
        "DisplayName": "Bob's Burger Joint",
        "Id": "56",
        "MetaData": {
          "CreateTime": "2026-09-30T10:15:00-07:00",
          "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
        },
        "PrimaryEmailAddr": {
          "Address": "orders@bobs.example"
        },
        "SyncToken": "0",
        "Vendor1099": false
      }
    ],
    "maxResults": 1,
    "startPosition": 1
  },
  "count": 1,
  "has_more": false,
  "next_start_position": null,
  "start_position": 1,
  "time": "2026-09-30T10:15:00.000-07:00"
}

Pay a QuickBooks bill

Record paying a bill, by check from a bank account or with a credit card. Without an amount, the bill's whole open balance is paid.

Inputs

Bill IDbill_idtextRequired: The bill's Id, from 'Create a QuickBooks bill' or 'List QuickBooks bills'.
Paid frompayment_account_idtextRequired: The bank account (for a check) or credit card it was paid from.
Paid bypay_typetext: Check for a bank account, CreditCard for a card. Defaults to Check.One of: Check, CreditCard (Credit card). Default: Check.
Amountamountnumber: How much was paid. Defaults to the bill's open balance.At least 0.
Payment datepayment_datedate: When it was paid. Defaults to today.
Check no.doc_numbertext: The check number.
Internal memoprivate_notetext: An internal memo. Customers and vendors never see it.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

BillPaymentobject
timetext

Example output

{
  "BillPayment": {
    "CheckPayment": {
      "BankAccountRef": {
        "name": "Checking",
        "value": "35"
      }
    },
    "Id": "151",
    "Line": [
      {
        "Amount": 45.0,
        "LinkedTxn": [
          {
            "TxnId": "150",
            "TxnType": "Bill"
          }
        ]
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "PayType": "Check",
    "SyncToken": "0",
    "TotalAmt": 45.0,
    "TxnDate": "2026-09-30",
    "VendorRef": {
      "name": "Bob's Burger Joint",
      "value": "56"
    }
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Run a QuickBooks query

Run a query in QuickBooks' own query language, e.g. SELECT * FROM Invoice WHERE Balance > '0' ORDERBY DueDate MAXRESULTS 50. The matching records come back under 'records' whatever their kind; a SELECT COUNT(*) comes back under 'count'.

Inputs

QueryquerytextRequired: The query. Only SELECT is supported, and a page holds up to 1,000 records (STARTPOSITION and MAXRESULTS page through more).

Outputs

countnumber
entitytext: The type of record the query returned, e.g. Invoice.
max_resultsnumber
recordslist
start_positionnumber
timetext

Example output

{
  "count": 1,
  "entity": "Invoice",
  "max_results": 1,
  "records": [
    {
      "Balance": 300.0,
      "BillEmail": {
        "Address": "ap@acme.example"
      },
      "CustomerRef": {
        "name": "Acme Corp",
        "value": "58"
      },
      "DocNumber": "1037",
      "DueDate": "2026-10-30",
      "EmailStatus": "NotSet",
      "Id": "130",
      "Line": [
        {
          "Amount": 300.0,
          "Description": "Garden design",
          "DetailType": "SalesItemLineDetail",
          "Id": "1",
          "LineNum": 1,
          "SalesItemLineDetail": {
            "ItemRef": {
              "name": "Services",
              "value": "1"
            },
            "Qty": 2,
            "UnitPrice": 150
          }
        }
      ],
      "MetaData": {
        "CreateTime": "2026-09-30T10:15:00-07:00",
        "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
      },
      "SyncToken": "0",
      "TotalAmt": 300.0,
      "TxnDate": "2026-09-30"
    }
  ],
  "start_position": 1,
  "time": "2026-09-30T10:15:00.000-07:00"
}

Run a QuickBooks report

Run any QuickBooks report by name, with its options as Intuit documents them, such as a trial balance, general ledger or sales by customer.

Inputs

Reportreport_nametextRequired: The report to run.One of: ProfitAndLoss (Profit and loss), ProfitAndLossDetail (Profit and loss detail), BalanceSheet (Balance sheet), CashFlow (Cash flow), TrialBalance (Trial balance), GeneralLedger (General ledger), AgedReceivables (A/R aging summary), AgedReceivableDetail (A/R aging detail), AgedPayables (A/P aging summary), AgedPayableDetail (A/P aging detail), and 19 more.
Optionsparametersobject: The report's options as Intuit names them, e.g. {"start_date": "2026-01-01", "end_date": "2026-03-31", "accounting_method": "Cash"}. Each report's reference page lists the ones it takes.
Include raw reportinclude_rawtrue/false: Also return QuickBooks' original nested report under 'report'.Default: false.

Outputs

columnslist
currencytext
end_periodtext
generated_attext
no_datatrue/false
reportobject: QuickBooks' original report, when include_raw is set.
report_basistext
report_nametext
rowslist
start_periodtext
summarize_columns_bytext
totalsobject: Each section's total by its group, e.g. NetIncome.

Example output

{
  "columns": [
    "Account",
    "Total"
  ],
  "currency": "USD",
  "end_period": "2026-09-30",
  "generated_at": "2026-09-30T10:15:00-07:00",
  "no_data": false,
  "report_basis": "Accrual",
  "report_name": "ProfitAndLoss",
  "rows": [
    {
      "amount": null,
      "depth": 0,
      "group": "Income",
      "kind": "header",
      "label": "Income",
      "values": {
        "Total": null
      }
    },
    {
      "amount": 2250.0,
      "depth": 1,
      "id": "82",
      "kind": "data",
      "label": "Design income",
      "values": {
        "Total": 2250.0
      }
    },
    {
      "amount": 2250.0,
      "depth": 0,
      "group": "Income",
      "kind": "total",
      "label": "Total Income",
      "values": {
        "Total": 2250.0
      }
    },
    {
      "amount": 1650.0,
      "depth": 0,
      "group": "NetIncome",
      "kind": "total",
      "label": "Net Income",
      "values": {
        "Total": 1650.0
      }
    }
  ],
  "start_period": "2026-09-01",
  "summarize_columns_by": "Total",
  "totals": {
    "Income": 2250.0,
    "NetIncome": 1650.0
  }
}

Send a QuickBooks credit memo

Email a credit memo to the customer from QuickBooks.

Inputs

Credit memo IDcredit_memo_idtextRequired: The credit memo's Id, from 'Create a QuickBooks credit memo' or 'List QuickBooks credit memos'.
Send toemail_totext: Send it to this address instead of the one on the form, which QuickBooks then updates to it.

Outputs

CreditMemoobject
timetext

Example output

{
  "CreditMemo": {
    "Balance": 300.0,
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "DocNumber": "1040",
    "Id": "190",
    "Line": [
      {
        "Amount": 300.0,
        "Description": "Garden design",
        "DetailType": "SalesItemLineDetail",
        "Id": "1",
        "LineNum": 1,
        "SalesItemLineDetail": {
          "ItemRef": {
            "name": "Services",
            "value": "1"
          },
          "Qty": 2,
          "UnitPrice": 150
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "RemainingCredit": 300.0,
    "SyncToken": "0",
    "TotalAmt": 300.0,
    "TxnDate": "2026-09-30"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Send a QuickBooks estimate

Email an estimate to the customer from QuickBooks.

Inputs

Estimate IDestimate_idtextRequired: The estimate's Id, from 'Create a QuickBooks estimate' or 'List QuickBooks estimates'.
Send toemail_totext: Send it to this address instead of the one on the form, which QuickBooks then updates to it.

Outputs

Estimateobject
timetext

Example output

{
  "Estimate": {
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "DocNumber": "1038",
    "EmailStatus": "NotSet",
    "ExpirationDate": "2026-10-30",
    "Id": "170",
    "Line": [
      {
        "Amount": 300.0,
        "Description": "Garden design",
        "DetailType": "SalesItemLineDetail",
        "Id": "1",
        "LineNum": 1,
        "SalesItemLineDetail": {
          "ItemRef": {
            "name": "Services",
            "value": "1"
          },
          "Qty": 2,
          "UnitPrice": 150
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "TotalAmt": 300.0,
    "TxnDate": "2026-09-30",
    "TxnStatus": "Pending"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Send a QuickBooks invoice

Email an invoice to the customer from QuickBooks, with a link to pay it online when the company takes online payments.

Inputs

Invoice IDinvoice_idtextRequired: The invoice's Id, from 'Create a QuickBooks invoice' or 'List QuickBooks invoices'.
Send toemail_totext: Send it to this address instead of the one on the form, which QuickBooks then updates to it.

Outputs

Invoiceobject
timetext

Example output

{
  "Invoice": {
    "Balance": 300.0,
    "BillEmail": {
      "Address": "ap@acme.example"
    },
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "DocNumber": "1037",
    "DueDate": "2026-10-30",
    "EmailStatus": "NotSet",
    "Id": "130",
    "Line": [
      {
        "Amount": 300.0,
        "Description": "Garden design",
        "DetailType": "SalesItemLineDetail",
        "Id": "1",
        "LineNum": 1,
        "SalesItemLineDetail": {
          "ItemRef": {
            "name": "Services",
            "value": "1"
          },
          "Qty": 2,
          "UnitPrice": 150
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "TotalAmt": 300.0,
    "TxnDate": "2026-09-30"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Send a QuickBooks purchase order

Email a purchase order to the vendor from QuickBooks.

Inputs

Purchase order IDpurchase_order_idtextRequired: The purchase order's Id, from 'Create a QuickBooks purchase order' or 'List QuickBooks purchase orders'.
Send toemail_totext: Send it to this address instead of the one on the form, which QuickBooks then updates to it.

Outputs

PurchaseOrderobject
timetext

Example output

{
  "PurchaseOrder": {
    "APAccountRef": {
      "name": "Accounts Payable (A/P)",
      "value": "33"
    },
    "DocNumber": "1005",
    "EmailStatus": "NotSet",
    "Id": "210",
    "Line": [
      {
        "Amount": 90.0,
        "DetailType": "ItemBasedExpenseLineDetail",
        "Id": "1",
        "ItemBasedExpenseLineDetail": {
          "BillableStatus": "NotBillable",
          "ItemRef": {
            "name": "Pump",
            "value": "11"
          },
          "Qty": 3,
          "UnitPrice": 30
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "POEmail": {
      "Address": "orders@bobs.example"
    },
    "POStatus": "Open",
    "SyncToken": "0",
    "TotalAmt": 90.0,
    "TxnDate": "2026-09-30",
    "VendorRef": {
      "name": "Bob's Burger Joint",
      "value": "56"
    }
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Send a QuickBooks sales receipt

Email a sales receipt to the customer from QuickBooks.

Inputs

Sales receipt IDsales_receipt_idtextRequired: The sales receipt's Id, from 'Create a QuickBooks sales receipt' or 'List QuickBooks sales receipts'.
Send toemail_totext: Send it to this address instead of the one on the form, which QuickBooks then updates to it.

Outputs

SalesReceiptobject
timetext

Example output

{
  "SalesReceipt": {
    "Balance": 0,
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "DepositToAccountRef": {
      "name": "Undeposited Funds",
      "value": "4"
    },
    "DocNumber": "1039",
    "Id": "180",
    "Line": [
      {
        "Amount": 300.0,
        "Description": "Garden design",
        "DetailType": "SalesItemLineDetail",
        "Id": "1",
        "LineNum": 1,
        "SalesItemLineDetail": {
          "ItemRef": {
            "name": "Services",
            "value": "1"
          },
          "Qty": 2,
          "UnitPrice": 150
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "PaymentMethodRef": {
      "name": "Cash",
      "value": "1"
    },
    "SyncToken": "0",
    "TotalAmt": 300.0,
    "TxnDate": "2026-09-30"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Update a QuickBooks bill

Change a bill's dates, number, terms, memo or lines. Only the fields you fill in change.

Inputs

Bill IDbill_idtextRequired: The bill's Id, from 'Create a QuickBooks bill' or 'List QuickBooks bills'.
Due datedue_datedate: When payment is due.
Datetxn_datedate: The transaction's date. Defaults to today.
Bill no.doc_numbertext: The vendor's bill or invoice number.
Termsterms_idtext: Payment terms, such as Net 30, which set the due date when none is given.
Internal memoprivate_notetext: An internal memo. Customers and vendors never see it.
Replace lines (advanced)line_itemslist: New lines, which replace all of the bill's current lines. Same format as 'Create a QuickBooks bill'.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

Billobject
timetext

Example output

{
  "Bill": {
    "APAccountRef": {
      "name": "Accounts Payable (A/P)",
      "value": "33"
    },
    "Balance": 45.0,
    "DocNumber": "INV-8812",
    "DueDate": "2026-10-30",
    "Id": "150",
    "Line": [
      {
        "AccountBasedExpenseLineDetail": {
          "AccountRef": {
            "name": "Office Expenses",
            "value": "15"
          },
          "BillableStatus": "NotBillable"
        },
        "Amount": 45.0,
        "Description": "Printer paper",
        "DetailType": "AccountBasedExpenseLineDetail",
        "Id": "1"
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "TotalAmt": 45.0,
    "TxnDate": "2026-09-30",
    "VendorRef": {
      "name": "Bob's Burger Joint",
      "value": "56"
    }
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Update a QuickBooks customer

Change a customer's details. Only the fields you fill in change; the rest keep their values.

Inputs

Customercustomer_idtextRequired: The customer. Pick one, or use an Id from 'Create a QuickBooks customer' or 'List QuickBooks customers'.
Display namedisplay_nametext: A new display name, unique across customers, vendors and employees.
First namegiven_nametext: First name.
Last namefamily_nametext: Last name.
Emailemailtext: Email address.
Phonephonetext: Main phone number.
Companycompany_nametext: Company name.
Mobilemobiletext: Mobile number.
Websitewebsitetext: Website address.
Address line 1address_line1text: Billing address, first line.
Address line 2address_line2text: Billing address, second line.
Citycitytext: City.
Statestatetext: State, province or region code, such as CA.
Postal codepostal_codetext: ZIP or postal code.
Countrycountrytext: Country.
Notesnotestext: Private notes about the customer. Replaces the current notes.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

Customerobject
timetext

Example output

{
  "Customer": {
    "Active": true,
    "Balance": 0,
    "CompanyName": "Acme Corp",
    "DisplayName": "Acme Corp",
    "FamilyName": "Doe",
    "GivenName": "Jane",
    "Id": "58",
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "PrimaryEmailAddr": {
      "Address": "ap@acme.example"
    },
    "PrimaryPhone": {
      "FreeFormNumber": "(555) 555-0100"
    },
    "SyncToken": "0"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Update a QuickBooks estimate

Change an estimate, or mark it accepted, closed or rejected. Only the fields you fill in change.

Inputs

Estimate IDestimate_idtextRequired: The estimate's Id, from 'Create a QuickBooks estimate' or 'List QuickBooks estimates'.
Statusstatustext: The estimate's status.One of: Pending, Accepted, Closed, Rejected.
Expiration dateexpiration_datedate: When the estimate expires.
Datetxn_datedate: The transaction's date. Defaults to today.
Numberdoc_numbertext: The document number. Leave blank to let QuickBooks number it, when the company numbers them automatically.
Email toemail_totext: The customer's email address for this document (its Bill Email).
Message to customermemotext: A message to the customer, printed on the document.
Internal memoprivate_notetext: An internal memo. Customers and vendors never see it.
Replace lines (advanced)line_itemslist: New lines, which replace all of the estimate's current lines. Same format as 'Create a QuickBooks estimate'.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

Estimateobject
timetext

Example output

{
  "Estimate": {
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "DocNumber": "1038",
    "EmailStatus": "NotSet",
    "ExpirationDate": "2026-10-30",
    "Id": "170",
    "Line": [
      {
        "Amount": 300.0,
        "Description": "Garden design",
        "DetailType": "SalesItemLineDetail",
        "Id": "1",
        "LineNum": 1,
        "SalesItemLineDetail": {
          "ItemRef": {
            "name": "Services",
            "value": "1"
          },
          "Qty": 2,
          "UnitPrice": 150
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "TotalAmt": 300.0,
    "TxnDate": "2026-09-30",
    "TxnStatus": "Pending"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Update a QuickBooks invoice

Change an invoice's dates, number, terms, messages or lines. Only the fields you fill in change.

Inputs

Invoice IDinvoice_idtextRequired: The invoice's Id, from 'Create a QuickBooks invoice' or 'List QuickBooks invoices'.
Due datedue_datedate: When payment is due.
Datetxn_datedate: The transaction's date. Defaults to today.
Numberdoc_numbertext: The document number. Leave blank to let QuickBooks number it, when the company numbers them automatically.
Email toemail_totext: The customer's email address for this document (its Bill Email).
Termsterms_idtext: Payment terms, such as Net 30, which set the due date when none is given.
Message to customermemotext: A message to the customer, printed on the document.
Internal memoprivate_notetext: An internal memo. Customers and vendors never see it.
Replace lines (advanced)line_itemslist: New lines, which replace all of the invoice's current lines. Same format as 'Create a QuickBooks invoice'.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

Invoiceobject
timetext

Example output

{
  "Invoice": {
    "Balance": 300.0,
    "BillEmail": {
      "Address": "ap@acme.example"
    },
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "DocNumber": "1037",
    "DueDate": "2026-10-30",
    "EmailStatus": "NotSet",
    "Id": "130",
    "Line": [
      {
        "Amount": 300.0,
        "Description": "Garden design",
        "DetailType": "SalesItemLineDetail",
        "Id": "1",
        "LineNum": 1,
        "SalesItemLineDetail": {
          "ItemRef": {
            "name": "Services",
            "value": "1"
          },
          "Qty": 2,
          "UnitPrice": 150
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "TotalAmt": 300.0,
    "TxnDate": "2026-09-30"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Update a QuickBooks item

Change a product or service. Only the fields you fill in change. Set Active to No to retire the item, which is how QuickBooks removes one.

Inputs

Product/serviceitem_idtextRequired: The product or service. Pick one, or use an Id from 'List QuickBooks items'.
Namenametext: A new name, unique among items.
Sales descriptiondescriptiontext: The description on sales forms.
Sales priceunit_pricenumber: The sales price.
Income accountincome_account_idtext: The income account sales of it post to. Required for Service and Inventory items; an Inventory item's must have the Sales of Product Income detail type.
Purchase descriptionpurchase_descriptiontext: The description on purchase forms.
Costpurchase_costnumber: What it costs to buy.
Expense accountexpense_account_idtext: The expense account purchases of it post to (Cost of Goods Sold for inventory). Required for Inventory items.
SKUskutext: Its stock-keeping unit code.
Taxabletaxabletrue/false: Whether sales tax applies to it (US).
Activeactivetrue/false: No makes the item inactive; Yes restores an inactive one.
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

Itemobject
timetext

Example output

{
  "Item": {
    "Active": true,
    "FullyQualifiedName": "Services",
    "Id": "1",
    "IncomeAccountRef": {
      "name": "Services",
      "value": "1"
    },
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "Name": "Services",
    "SyncToken": "0",
    "Taxable": false,
    "Type": "Service",
    "UnitPrice": 150
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Update a QuickBooks vendor

Change a vendor's details. Only the fields you fill in change; the rest keep their values.

Inputs

Vendorvendor_idtextRequired: The vendor. Pick one, or use an Id from 'Create a QuickBooks vendor' or 'List QuickBooks vendors'.
Display namedisplay_nametext: A new display name, unique across customers, vendors and employees.
First namegiven_nametext: First name.
Last namefamily_nametext: Last name.
Emailemailtext: Email address.
Phonephonetext: Main phone number.
Companycompany_nametext: Company name.
Mobilemobiletext: Mobile number.
Websitewebsitetext: Website address.
Address line 1address_line1text: Billing address, first line.
Address line 2address_line2text: Billing address, second line.
Citycitytext: City.
Statestatetext: State, province or region code, such as CA.
Postal codepostal_codetext: ZIP or postal code.
Countrycountrytext: Country.
Account numberaccount_numbertext: Your account number with this vendor.
Track for 1099is_1099true/false: Whether the vendor gets a 1099 (US).
Additional fields (advanced)additional_fieldsobject: QuickBooks fields to send exactly as given, for anything the fields above don't cover, e.g. {"CurrencyRef": {"value": "EUR"}}. Names and shapes follow Intuit's API reference, and these win over the fields above.

Outputs

Vendorobject
timetext

Example output

{
  "Vendor": {
    "Active": true,
    "Balance": 0,
    "CompanyName": "Bob's Burger Joint",
    "DisplayName": "Bob's Burger Joint",
    "Id": "56",
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "PrimaryEmailAddr": {
      "Address": "orders@bobs.example"
    },
    "SyncToken": "0",
    "Vendor1099": false
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Void a QuickBooks invoice

Void an invoice: its amounts become zero and 'Voided' is added to its memo, but it stays on record, unlike deleting it.

Inputs

Invoice IDinvoice_idtextRequired: The invoice's Id, from 'Create a QuickBooks invoice' or 'List QuickBooks invoices'.

Outputs

Invoiceobject
timetext

Example output

{
  "Invoice": {
    "Balance": 300.0,
    "BillEmail": {
      "Address": "ap@acme.example"
    },
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "DocNumber": "1037",
    "DueDate": "2026-10-30",
    "EmailStatus": "NotSet",
    "Id": "130",
    "Line": [
      {
        "Amount": 300.0,
        "Description": "Garden design",
        "DetailType": "SalesItemLineDetail",
        "Id": "1",
        "LineNum": 1,
        "SalesItemLineDetail": {
          "ItemRef": {
            "name": "Services",
            "value": "1"
          },
          "Qty": 2,
          "UnitPrice": 150
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "TotalAmt": 300.0,
    "TxnDate": "2026-09-30"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Void a QuickBooks payment

Void a payment: its amount becomes zero and the invoices it paid are open again. A payment that was already deposited can't be voided until the deposit is deleted.

Inputs

Payment IDpayment_idtextRequired: The payment's Id, from 'Create a QuickBooks payment' or 'List QuickBooks payments'.

Outputs

Paymentobject
timetext

Example output

{
  "Payment": {
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "Id": "140",
    "Line": [
      {
        "Amount": 300.0,
        "LinkedTxn": [
          {
            "TxnId": "130",
            "TxnType": "Invoice"
          }
        ]
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "SyncToken": "0",
    "TotalAmt": 300.0,
    "TxnDate": "2026-09-30",
    "UnappliedAmt": 0
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

Void a QuickBooks sales receipt

Void a sales receipt: its amounts become zero and 'Voided' is added to its memo, but it stays on record.

Inputs

Sales receipt IDsales_receipt_idtextRequired: The sales receipt's Id, from 'Create a QuickBooks sales receipt' or 'List QuickBooks sales receipts'.

Outputs

SalesReceiptobject
timetext

Example output

{
  "SalesReceipt": {
    "Balance": 0,
    "CustomerRef": {
      "name": "Acme Corp",
      "value": "58"
    },
    "DepositToAccountRef": {
      "name": "Undeposited Funds",
      "value": "4"
    },
    "DocNumber": "1039",
    "Id": "180",
    "Line": [
      {
        "Amount": 300.0,
        "Description": "Garden design",
        "DetailType": "SalesItemLineDetail",
        "Id": "1",
        "LineNum": 1,
        "SalesItemLineDetail": {
          "ItemRef": {
            "name": "Services",
            "value": "1"
          },
          "Qty": 2,
          "UnitPrice": 150
        }
      }
    ],
    "MetaData": {
      "CreateTime": "2026-09-30T10:15:00-07:00",
      "LastUpdatedTime": "2026-09-30T10:15:00-07:00"
    },
    "PaymentMethodRef": {
      "name": "Cash",
      "value": "1"
    },
    "SyncToken": "0",
    "TotalAmt": 300.0,
    "TxnDate": "2026-09-30"
  },
  "time": "2026-09-30T10:15:00.000-07:00"
}

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Triggers New QuickBooks customer New QuickBooks vendor New QuickBooks invoice QuickBooks invoice paid New QuickBooks payment New QuickBooks bill New QuickBooks estimate Actions Add a note in QuickBooks Attach a file in QuickBooks Convert a QuickBooks estimate to an invoice Create a QuickBooks account Create a QuickBooks bill Create a QuickBooks credit memo Create a QuickBooks customer Create a QuickBooks deposit Create a QuickBooks estimate Create a QuickBooks expense Create a QuickBooks invoice Create a QuickBooks item Create a QuickBooks journal entry Create a QuickBooks payment Create a QuickBooks purchase order Create a QuickBooks refund receipt Create a QuickBooks sales receipt Create a QuickBooks time activity Create a QuickBooks transfer Create a QuickBooks vendor Create a QuickBooks vendor credit Deactivate a QuickBooks customer Deactivate a QuickBooks vendor Delete a QuickBooks bill Delete a QuickBooks estimate Delete a QuickBooks invoice Delete a QuickBooks transaction Download a QuickBooks attachment Get a QuickBooks accounts payable aging report Get a QuickBooks accounts receivable aging report Get a QuickBooks balance sheet Get a QuickBooks bill Get a QuickBooks cash flow statement Get a QuickBooks customer Get a QuickBooks estimate Get a QuickBooks estimate PDF Get a QuickBooks invoice Get a QuickBooks invoice PDF Get a QuickBooks item Get a QuickBooks payment Get a QuickBooks profit and loss report Get a QuickBooks purchase order Get a QuickBooks sales receipt Get a QuickBooks sales receipt PDF Get a QuickBooks vendor Get QuickBooks company info List QuickBooks accounts List QuickBooks attachments List QuickBooks bills List QuickBooks changes List QuickBooks credit memos List QuickBooks customers List QuickBooks estimates List QuickBooks expenses List QuickBooks invoices List QuickBooks items List QuickBooks journal entries List QuickBooks payments List QuickBooks purchase orders List QuickBooks sales receipts List QuickBooks time activities List QuickBooks vendors Pay a QuickBooks bill Run a QuickBooks query Run a QuickBooks report Send a QuickBooks credit memo Send a QuickBooks estimate Send a QuickBooks invoice Send a QuickBooks purchase order Send a QuickBooks sales receipt Update a QuickBooks bill Update a QuickBooks customer Update a QuickBooks estimate Update a QuickBooks invoice Update a QuickBooks item Update a QuickBooks vendor Void a QuickBooks invoice Void a QuickBooks payment Void a QuickBooks sales receipt