# QuickBooks

Quickbooks is a cloud-based accounting software that helps you manage your finances, track your income and expenses, and get insights into your business

- **Category:** accounting
- **Auth:** OAUTH2
- **Tools:** 18
- **Triggers:** 0
- **Slug:** `QUICKBOOKS`
- **Version:** 20260217_00

## Frequently Asked Questions

### Why am I seeing a DNS error while connecting my QuickBooks account?

This usually happens when the `com.intuit.quickbooks.payment` scope is included in your auth config but the QuickBooks account hasn't enabled the Payments module. Either remove that scope from your auth config and reconnect, or enable the Payments module in QuickBooks first.

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## Tools

### Create Account

**Slug:** `QUICKBOOKS_CREATE_ACCOUNT`

Create a new account in QuickBooks with the given parameters.

### Create Customer

**Slug:** `QUICKBOOKS_CREATE_CUSTOMER`

Create a new customer in QuickBooks with the given parameters.

### Create Employee

**Slug:** `QUICKBOOKS_CREATE_EMPLOYEE`

Create a new employee in QuickBooks.

### Create Invoice

**Slug:** `QUICKBOOKS_CREATE_INVOICE`

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.

### Create Vendor

**Slug:** `QUICKBOOKS_CREATE_VENDOR`

Create a new vendor in QuickBooks with the given details.

### Customer Balance Detail

**Slug:** `QUICKBOOKS_CUSTOMER_BALANCE_DETAIL`

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

### Customer Balance Report

**Slug:** `QUICKBOOKS_CUSTOMER_BALANCE_REPORT`

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.

### List Invoices

**Slug:** `QUICKBOOKS_LIST_INVOICES`

Tool to list invoices via QuickBooks Query endpoint. Use when retrieving invoices with optional pagination and custom fields.

### Query Account Entities

**Slug:** `QUICKBOOKS_QUERY_ACCOUNT`

Query Account entities in QuickBooks using SQL-like syntax. IMPORTANT: This action queries the Account entity ONLY (chart of accounts). Do NOT use this to query other entities like Purchase, Invoice, Bill, Payment, etc. Use their respective query actions instead. Supported capabilities: - Field projection (SELECT specific fields or use *) - Filtering by Account fields (WHERE clause with =, <, >, LIKE, IN, etc.) - Pattern matching with LIKE and % wildcard - Sorting results (ORDERBY) - Pagination (MAXRESULTS up to 1000, STARTPOSITION for paging) - Aggregate functions (COUNT) Common queryable Account fields: Id, Name, AccountType, AccountSubType, Classification, Active, FullyQualifiedName, CurrentBalance, AcctNum, Description, SubAccount. Example queries: - SELECT * FROM Account WHERE AccountType = 'Expense' MAXRESULTS 100 - SELECT Id, Name FROM Account WHERE Active = true ORDERBY Name - SELECT * FROM Account WHERE Name LIKE '%Checking%'

### Read Account

**Slug:** `QUICKBOOKS_READ_ACCOUNT`

Read an account in QuickBooks with the given account ID.

### Read Customer

**Slug:** `QUICKBOOKS_READ_CUSTOMER`

Read a customer in QuickBooks with the given customer ID.

### Read Employee

**Slug:** `QUICKBOOKS_READ_EMPLOYEE`

Read an employee's details in QuickBooks with the given employee ID.

### Read Invoice

**Slug:** `QUICKBOOKS_READ_INVOICE`

Tool to fetch a QuickBooks invoice by ID or the most recent if no ID provided. Use when needing full invoice details including metadata and sync token.

### Read Vendor

**Slug:** `QUICKBOOKS_READ_VENDOR`

Read a vendor in QuickBooks with the given vendor ID.

### Update Full Invoice

**Slug:** `QUICKBOOKS_UPDATE_FULL_INVOICE`

Tool to fully replace an Invoice. Use when you need to update all aspects of an existing invoice in a single operation.

### Update Sparse Invoice

**Slug:** `QUICKBOOKS_UPDATE_SPARSE_INVOICE`

Tool to perform a sparse update of an existing invoice. Use when you need to update only specific invoice fields without overwriting other data.

### Vendor Balance Detail

**Slug:** `QUICKBOOKS_VENDOR_BALANCE_DETAIL`

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

### Vendor Balance Report

**Slug:** `QUICKBOOKS_VENDOR_BALANCE_REPORT`

Retrieve a vendor balance report from QuickBooks showing outstanding balances for vendors. This report displays the total amount owed to each vendor, providing a summary of accounts payable. You can filter by specific vendors, date ranges, payment status, and customize the report with various grouping and sorting options.
