QuickBooks Online

List companies

List connected QuickBooks Online companies and identify the default company.

Get company

Get identity and fiscal metadata for one connected QuickBooks company.

Search customers

Search active and inactive QuickBooks customers by display name. Read-only.

List invoices

List a customer's QuickBooks invoices in an explicit date range. Read-only.

List estimates

List a customer's QuickBooks estimates in an explicit date range. Read-only.

List payments

List a customer's QuickBooks payments in an explicit date range. Read-only.

Get customer renewal history

Retrieve a customer's estimates, invoices, payments, credit memos, sales receipts, and refunds for a prior renewal period in one read-only comparison result.

Run report

Run an allowlisted QuickBooks financial or accounting report for explicit dates. Read-only.

Get transaction

Get one exact customer or vendor transaction with line items, terms, tax, custom fields, links, and accounting references. Read-only.

List customer transactions

List one selected type of customer transaction, including credits, receipts, and refunds, in an explicit date range. Read-only.

Search vendors

Search active and inactive QuickBooks vendors by display name. Read-only.

List vendor transactions

List bills, bill payments, purchases, or purchase orders for a vendor or across the company in an explicit date range. Read-only.

List accounting dimensions

List or search QuickBooks accounts, products and services, classes, or departments with balances and accounting references where available. Read-only.

Get record

Read one exact accounting or list record, including SyncToken and complete lines, before editing.

List records

Read accounting records, including journal entries, for explicit dates, with pagination. No raw SQL.

Get write contract

Get supported write operations, required create fields, and allowed QBO payload fields for an entity. Read-only.

Create record

Create a QuickBooks record. Call get_agent_instructions first. Requires explicit user confirmation immediately before this write and the exact selected company connection ID. Reuse request_id only for the identical operation after uncertain outcomes. Updates require current Id/SyncToken; supplied Line replaces the full line collection. Use get_write_contract for allowed and required provider fields.

Update record

Update a QuickBooks record. Call get_agent_instructions first. Requires explicit user confirmation immediately before this write and the exact selected company connection ID. Reuse request_id only for the identical operation after uncertain outcomes. Updates require current Id/SyncToken; supplied Line replaces the full line collection. Use get_write_contract for allowed and required provider fields.

Delete record

Delete a QuickBooks record. Call get_agent_instructions first. Requires explicit user confirmation immediately before this write and the exact selected company connection ID. Reuse request_id only for the identical operation after uncertain outcomes. Updates require current Id/SyncToken; supplied Line replaces the full line collection. Use get_write_contract for allowed and required provider fields.

Void record

Void a QuickBooks record. Call get_agent_instructions first. Requires explicit user confirmation immediately before this write and the exact selected company connection ID. Reuse request_id only for the identical operation after uncertain outcomes. Updates require current Id/SyncToken; supplied Line replaces the full line collection. Use get_write_contract for allowed and required provider fields.

Send record

Send a QuickBooks record. Call get_agent_instructions first. Requires explicit user confirmation immediately before this write and the exact selected company connection ID. Reuse request_id only for the identical operation after uncertain outcomes. Updates require current Id/SyncToken; supplied Line replaces the full line collection. Use get_write_contract for allowed and required provider fields.