QuickBooks

Tool to capture funds for an existing charge that was authorized but not captured. Use when you need to complete a previously authorized payment transaction in QuickBooks Payments API. This action finalizes the charge and transfers the funds from the customer's payment method.

Create a new account in QuickBooks with the given parameters.

Create a new bank account on file for a customer in QuickBooks Payments API. Use this when you need to add ACH/eCheck payment capabilities for a customer.

Create a new bill in QuickBooks Online. A Bill is an AP transaction representing a request-for-payment from a third party for goods or services. Use this action when recording vendor bills for purchases, expenses, or services received.

Create a bill payment in QuickBooks to record payment against one or more bills. Use when paying vendor bills via check or credit card.

Create a new class in QuickBooks Online. Use when you need to categorize transactions by department, location, or other business segments.

Tool to create a new credit memo in QuickBooks Online. Use when issuing credit to a customer for returns, refunds, or adjustments.

Create a new customer in QuickBooks with the given parameters.

Creates a new deposit in QuickBooks Online. A deposit represents funds received and deposited to an asset account (typically a bank account). Use this action to record deposits of customer payments, refunds, or other funds into your bank accounts. Each deposit must specify the destination account and at least one line item showing the source and amount of funds.

Tool to create an eCheck payment using ACH bank transfer in QuickBooks Payments API. Use when processing payments from customer bank accounts via electronic check. The payment is debited directly from the customer's bank account using the provided routing and account numbers.

Create a new employee in QuickBooks.

Creates a new estimate in QuickBooks Online. An estimate represents a proposal for goods or services that a customer may purchase. Use this to provide pricing quotes to customers before they commit to a purchase. This action requires a valid customer ID and at least one line item with item details and amount. The created estimate can later be converted to an invoice when the customer accepts the proposal.

Creates a new invoice in QuickBooks for a customer. An invoice represents a sales transaction where goods or services are sold to a customer on credit or for immediate payment. This action requires: - A valid customer ID (obtain from QUICKBOOKS_CREATE_CUSTOMER or QUICKBOOKS_READ_CUSTOMER) - At least one line item with a valid item/service ID and amount The created invoice will have a unique ID, document number, due date, total amount, and balance. Use this to bill customers for products or services rendered. To update the invoice later, re-read it first to obtain the current SyncToken; stale tokens cause update rejections.

Create a new item in QuickBooks Online. Items represent the products or services that a company buys, sells, or resells. Use when adding new inventory items, services, or non-inventory products to the QuickBooks catalog.

Tool to create a new journal entry in QuickBooks Online. Use when you need to make adjusting or correcting entries that directly affect account balances. Journal entries require at least two lines with total debits equaling total credits.

Creates a payment record in QuickBooks Online. The Payment entity records payment from customers against single or multiple invoices and credit memos. Use this action when recording customer payments, whether full payment of an invoice or partial payment across multiple invoices.

Tool to create a new purchase transaction in QuickBooks Online. A purchase represents an expense such as a cash payment, check, or credit card purchase. Use when recording business expenses or making payments to vendors.

Create a new purchase order in QuickBooks. Use when you need to send a request to a vendor to deliver goods or services.

Tool to create a new refund receipt in QuickBooks Online. Use when a customer receives a refund for returned goods or services.

Tool to create a new sales receipt in QuickBooks Online. Use when recording a sale where the customer pays immediately (cash, check, credit card).

Create a new tax agency in QuickBooks Online. Use when you need to set up a new tax authority or agency for tax reporting purposes.

Create a new tax code with associated tax rates using the TaxService endpoint. Use when you need to set up new tax codes for sales or purchase transactions with specific tax rates.

Create a new time activity record in QuickBooks Online. TimeActivity tracks employee or vendor time worked on jobs or projects. Use when recording billable or non-billable hours for employees or vendors.

Create a new vendor in QuickBooks with the given details.

Tool to create a new vendor credit in QuickBooks Online. Use when recording a credit from a vendor that reduces what you owe.

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

Generate a customer balance report in QuickBooks showing outstanding balances for customers. Can filter by specific customers, date ranges, payment status, and accounting method. Returns a hierarchical report with customer names, IDs, and their current balance amounts.

Tool to delete a bank account on file for a customer in QuickBooks Payments API. Use when removing a customer's payment method. Returns 204 No Content on success with an empty response body from the API.

Delete an item in QuickBooks Online by marking it as inactive (soft delete). Items cannot be permanently deleted if they have been used in transactions. Use this action when removing items from active catalogs while preserving historical transaction data. The item will be hidden from dropdowns but remain accessible in historical records. This action is irreversible through the API — the item can only be reactivated manually through the QuickBooks UI or by using an update action.

Execute multiple QuickBooks operations in a single request. Operations are performed serially. Supports create, update, delete, and query operations on QuickBooks entities. Use this action to reduce network latency when performing multiple operations. Each operation is executed in order, and each response is correlated to its request via the bId field. Maximum 30 operations per batch. Ideal for bulk data operations or related entity updates.

Generate an aged receivables report showing outstanding customer balances by age. Use when tracking overdue invoices and managing accounts receivable aging.

Tool to read details of a specific attachable by ID in QuickBooks Online. Attachables represent file attachments linked to entities like invoices, customers, or bills.

Generate a Balance Sheet report showing company assets, liabilities, and equity at a point in time. Use when you need to understand the financial position with what the company owns versus what it owes.

Tool to retrieve a specific bank account by ID from QuickBooks Payments API. Use when you need to get details about a specific payment method for a customer.

Tool to fetch a QuickBooks bill by ID. Use when needing to retrieve bill details including vendor reference, line items, amounts, and payment status.

Tool to retrieve details of a specific bill payment by ID in QuickBooks Online. Use when you need to view information about an existing bill payment.

Tool to retrieve entities that changed since a specified timestamp using QuickBooks Change Data Capture (CDC) API. Use when you need to sync or refresh local data periodically by fetching only entities modified within the last 30 days. Returns full entity payloads (not just changed attributes) grouped by entity type with up to 1000 entities per response.

Tool to read company information from QuickBooks Online. Returns basic company info including name, addresses, fiscal year settings, and subscription status.

Tool to fetch a QuickBooks credit memo by ID. Use when needing full credit memo details including metadata, customer info, line items, and remaining credit amount.

Tool to download a QuickBooks credit memo as a PDF file. Use when you need to retrieve the printable PDF version of a credit memo.

Read details of a specific department by ID in QuickBooks Online. Use when you need to retrieve information about a department.

Tool to read details of a specific deposit by ID in QuickBooks Online. Use when you need complete deposit information including line items, amounts, and metadata.

Tool to fetch a QuickBooks estimate by ID. Use when needing full estimate details including metadata, line items, and sync token.

Tool to download a QuickBooks estimate as a PDF file. Use when you need to retrieve the printable PDF version of an estimate.

Tool to get exchange rate for a specific currency code and date in QuickBooks Online. Use when needing to retrieve the current or historical exchange rate between a foreign currency and the company's home currency.

Generate a General Ledger report showing all transactions with debits, credits, and running balances. Use when you need a detailed view of all accounting transactions posted to each account.

Generate an Inventory Valuation Summary report showing inventory quantities and their current values. Use when you need to understand inventory asset values, track stock levels, or analyze inventory costs by item.

Tool to download a QuickBooks invoice as a PDF file. Use when you need to retrieve the printable PDF version of an invoice.

Tool to retrieve a specific item by its ID from QuickBooks Online. Use when you need full details of a product or service item.

Tool to read details of a specific QuickBooks journal entry by ID. Use when you need complete journal entry information including transaction date, line items, posting types, and account references.

Tool to fetch details of a specific payment by ID in QuickBooks Online. Use when needing payment information including customer, amounts, and linked transactions.

Read details of a specific payment method by ID in QuickBooks Online. Use when you need to retrieve information about a payment method entity.

Tool to download a QuickBooks payment record as a PDF file. Use when you need to retrieve the printable PDF version of a payment.

Tool to read company preferences that control application behavior in QuickBooks Online. Use when needing to retrieve accounting settings, sales form configurations, tax preferences, time tracking settings, or other company-wide preference data.

Generate a detailed Profit and Loss report showing company income and expenses with transaction-level details. Use when you need to analyze profitability with individual transaction details, customer/vendor breakdowns, and account-level activity.

Generate a Profit and Loss report showing company income and expenses over a period. Use when you need to analyze profitability, revenue, costs, and net income for a specific date range.

Tool to fetch details of a specific purchase by ID in QuickBooks Online. Use when you need to retrieve complete purchase information including line items, payment details, and metadata.

Tool to fetch a QuickBooks purchase order by ID. Use when needing full purchase order details including line items, vendor information, and metadata.

Tool to download a QuickBooks purchase order as a PDF file. Use when you need to retrieve the printable PDF version of a purchase order.

Tool to fetch a QuickBooks refund receipt by ID. Use when needing details of a specific refund issued to a customer.