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Retrieves an account from the chart of accounts by ID, returning type, balance, and classification details.
Creates a new account in the QuickBooks chart of accounts. Accounts track income, expenses, assets, liabilities, and equity. Supports sub-account hierarchy.
Generates a financial report from QuickBooks. Supports standard reports including Profit and Loss, Balance Sheet, Cash Flow, Trial Balance, and more. Reports can be filtered by date range and other parameters.
Retrieves a single invoice by its ID, returning full details including line items, amounts, customer info, and payment status. Can also send or void an invoice.
Queries QuickBooks entities using a SQL-like query language. Search and filter any entity type (Customer, Invoice, Bill, Item, Account, Vendor, Payment, Estimate, etc.) with flexible WHERE conditions, sorting, and pagination.
Creates a new product or service item in QuickBooks. Supports inventory items with quantity tracking, service items, and non-inventory items. Configure pricing, accounts, and inventory details.
Retrieves the company profile information from QuickBooks, including name, address, contact details, fiscal year, and industry type.
Creates a manual journal entry with debit and credit lines. Used for adjustments, corrections, and non-standard transactions that don't fit standard transaction types. Total debits must equal total credits.
Creates a new bill (accounts payable) from a vendor. Bills represent money owed to vendors for goods or services received. Supports multiple line items with expense account categorization.
Retrieves a payment record by ID with full transaction details and linked invoices.
Records a payment received from a customer. The payment can be linked to one or more invoices, or recorded as an unlinked payment (credit). Supports specifying the payment method and deposit account.
Records a bill payment to a vendor. Can pay one or more bills in a single payment using either a bank account (check) or credit card.
Updates an existing product or service item. Fetches the current item first to ensure the sync token is correct, then applies updates.
Creates a new estimate (quote/proposal) for a customer. Estimates can later be converted to invoices. Supports multiple line items with item references.
Updates an existing customer record in QuickBooks. Fetches the current customer data first to ensure the sync token is correct, then applies the provided updates.
Retrieves a customer record by ID, returning contact details, addresses, balance, and status.
Records a purchase or expense transaction in QuickBooks. Supports cash, check, and credit card payment types. Each line item can be categorized against a chart of accounts entry and optionally marked as billable to a customer.
Creates a new vendor (supplier) record in QuickBooks with contact details and address information.
Searches for customers and/or vendors by name, email, or other criteria. A convenient alternative to raw queries for finding contacts.
Retrieves a vendor record by ID, returning full contact and balance details.
Creates a new customer record in QuickBooks. Supports full contact details, billing/shipping addresses, and parent customer hierarchy.
Creates a new invoice in QuickBooks for a specified customer. Supports multiple line items with quantities, unit prices, and item references. Can optionally send the invoice via email immediately after creation.
Retrieves a sales receipt by ID, including customer, amount, transaction date, and line item details.
Creates a sales receipt in QuickBooks for an immediate customer sale where payment is received at the time of purchase.
Deletes a sales receipt transaction from QuickBooks. If syncToken is omitted, the current receipt is fetched first.