QuickBooks Online

Query Chart of Accounts using SQL-like syntax with filters for account type and active status.

Retrieve comprehensive account details by ID including name, type, sub-type, classification, current balance, parent account, and account number.

Create Chart of Accounts entry. Specify name, account type (Bank, Other Current Asset, Fixed Asset, etc.), account sub-type, and optional description, account number, or parent account for hierarchy.

Update account with new name, description, account number, or active status. Uses optimistic locking with sync_token. Cannot change account type.

Query bills using SQL-like syntax with filters for vendor, date range, and payment status.

Retrieve comprehensive bill details by ID including vendor info, line items with account/item details, amounts, due date, and balance information.

Create bill record for vendor with line items for expenses or items. Specify vendor, transaction date, line items with account or item details, and optional due date.

Update bill with new vendor, line items, dates, or amounts. Uses optimistic locking with sync_token.

Delete bill by ID permanently. Uses optimistic locking with sync_token.

Query customers using SQL-like syntax with filters for name, status, and balance. Parameters: query (SQL filter), max_results, start_position, active_only. Supports pagination.

Retrieve comprehensive customer details by ID including contact info, billing and shipping addresses, payment terms, balance info, tax settings, and metadata.

Create customer with contact info, addresses, and settings.

Update customer with new contact info, addresses, and settings.

Soft delete customer by setting status to inactive.

Diagnostic tool to check QuickBooks authentication configuration.

Query estimates using SQL-like syntax with filters for customer, date range, and status.

Retrieve comprehensive estimate details by ID including customer info, line items with products/services, amounts, transaction date, expiration date, and acceptance status.

Create sales estimate for customer with line items. Specify customer, line items with products/services, transaction date, optional expiration date, and customer memo.

Update estimate with new line items, dates, customer memo, or addresses. Uses optimistic locking with sync_token.

Delete estimate by ID permanently. Uses optimistic locking with sync_token.

Send estimate via email to customer. Specify estimate ID, recipient email address, and optional subject line and message body.

Query invoices using SQL-like syntax with filters for customer, status, dates, and amounts.

Retrieve comprehensive invoice details by ID including customer info, line items with quantities and amounts, payment status, delivery info, tax calculations, and financial totals.

Create invoice with line items, customer details, and financial settings.

Modify existing invoice with updated line items, financial details, and settings.

Void invoice while maintaining audit trail. Preserves historical records but removes from accounts receivable. Parameters: id (required), sync_token (required). Cannot void paid invoices.

Send invoice via email with customizable subject and message. Includes PDF and payment portal links. Parameters: invoice_id (required), email_address (required), subject, message.

Query items using SQL-like syntax with flexible filtering and pagination support.

Retrieve comprehensive item details by ID including name, description, SKU, unit price, purchase cost, income/expense accounts, inventory tracking, and quantity on hand.

Create item for products/services.

Update item name, description, SKU, pricing, accounts, or status.

Delete an item by marking it as inactive (soft delete).

Query payments using SQL-like syntax with filters for customer, date range, and amount.

Retrieve comprehensive payment details by ID including customer info, payment method, line items showing invoice applications, amounts applied and unapplied.

Create payment record for customer against invoices. Specify total amount, customer, payment method, and line items linking to invoices. Auto-calculates unapplied amounts.

Update payment with new amount, method, or invoice applications. Uses optimistic locking with sync_token.

Delete payment by ID. Uses optimistic locking with sync_token.

Validate QuickBooks Online credentials by making a test API call. Returns success status and message. Use this to verify OAuth token and realm ID are valid.

Query vendors using SQL-like syntax with filters for active status and name. Parameters: query (SQL filter), max_results (1-1000), start_position, active_only. Supports pagination.

Retrieve comprehensive vendor details by ID including contact information, addresses, email, phone numbers, tax identifier, balance, and 1099 status.

Create vendor record with display name, contact details, billing address, email, phone, tax identifier, and 1099 settings. Display name is required.

Update vendor with new contact details, address, email, phone, tax info, or active status. Uses optimistic locking with sync_token.

Delete vendor by ID. Uses optimistic locking with sync_token.