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 quickbooks · 114 tools · no triggers

Connect it

run auth quickbooks
run auth quickbooks --scope team    # shared with the organization

Or from the Integrations page in the console. See Connections for personal versus shared, and who may remove one.

Use it

run quickbooks          # common commands
run quickbooks --all    # every command

import { quickbooks } from "@boxd/run";

Common tools

Tool	What it does
`create-bill`	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.
`create-bill-payment`	Create a bill payment in QuickBooks to record payment against one or more bills.
`create-deposit`	Creates a new deposit in QuickBooks Online. A deposit represents funds received and deposited to an asset account (typically a bank account).
`create-estimate`	Creates a new estimate in QuickBooks Online. An estimate represents a proposal for goods or services that a customer may purchase.
`create-item`	Create a new item in QuickBooks Online. Items represent the products or services that a company buys, sells, or resells.
`create-journal-entry`	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.
`create-payment`	Creates a payment record in QuickBooks Online. The Payment entity records payment from customers against single or multiple invoices and credit memos.
`create-purchase-order`	Create a new purchase order in QuickBooks. Use when you need to send a request to a vendor to deliver goods or services.
`create-sales-receipt`	Tool to create a new sales receipt in QuickBooks Online. Use when recording a sale where the customer pays immediately (cash, check, credit card).
`get-aged-receivables-report`	Generate an aged receivables report showing outstanding customer balances by age.
`get-balance-sheet-report`	Generate a Balance Sheet report showing company assets, liabilities, and equity at a point in time.
`get-changed-entities`	Tool to retrieve entities that changed since a specified timestamp using QuickBooks Change Data Capture (CDC) API.
`get-company-info`	Tool to read company information from QuickBooks Online. Returns basic company info including name, addresses, fiscal year settings, and subscription status.
`get-general-ledger-report`	Generate a General Ledger report showing all transactions with debits, credits, and running balances.
`get-profit-and-loss-detail-report`	Generate a detailed Profit and Loss report showing company income and expenses with transaction-level details.
`get-profit-and-loss-report`	Generate a Profit and Loss report showing company income and expenses over a period.
`get-report-account-list`	Retrieve the AccountList report from QuickBooks showing a list of all accounts.
`get-report-aged-payables`	Retrieve an Aged Payables aging summary report from QuickBooks showing outstanding vendor balances grouped by age.
`get-report-cash-flow`	Generate a cash flow report in QuickBooks showing cash inflows and outflows categorized by operating, investing, and financing activities.
`get-report-customer-income`	Generate a customer income report in QuickBooks showing revenue by customer.
`get-report-customer-sales`	Generate a customer sales report in QuickBooks showing sales transactions and totals for customers.
`get-reports`	Retrieve QuickBooks reports such as TransactionList, BalanceSheet, ProfitAndLoss, and others.
`get-report-trial-balance`	Generate a Trial Balance report showing account debits, credits, and balances for a specified period.
`get-transaction-list-report`	Get the Transaction List report showing all transactions in the company.
`list-departments`	Query Department entities in QuickBooks using SQL-like syntax.

All 114 tools

Tool	What it does
`capture-charge`	Tool to capture funds for an existing charge that was authorized but not captured.
`create-account`	Create a new account in QuickBooks with the given parameters.
`create-bank-account`	Create a new bank account on file for a customer in QuickBooks Payments API.
`create-bill`	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.
`create-bill-payment`	Create a bill payment in QuickBooks to record payment against one or more bills.
`create-class`	Create a new class in QuickBooks Online. Use when you need to categorize transactions by department, location, or other business segments.
`create-credit-memo`	Tool to create a new credit memo in QuickBooks Online. Use when issuing credit to a customer for returns, refunds, or adjustments.
`create-customer`	Create a new customer in QuickBooks with the given parameters.
`create-deposit`	Creates a new deposit in QuickBooks Online. A deposit represents funds received and deposited to an asset account (typically a bank account).
`create-echeck-payment`	Tool to create an eCheck payment using ACH bank transfer in QuickBooks Payments API.
`create-employee`	Create a new employee in QuickBooks.
`create-estimate`	Creates a new estimate in QuickBooks Online. An estimate represents a proposal for goods or services that a customer may purchase.
`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…
`create-item`	Create a new item in QuickBooks Online. Items represent the products or services that a company buys, sells, or resells.
`create-journal-entry`	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.
`create-payment`	Creates a payment record in QuickBooks Online. The Payment entity records payment from customers against single or multiple invoices and credit memos.
`create-purchase`	Tool to create a new purchase transaction in QuickBooks Online.
`create-purchase-order`	Create a new purchase order in QuickBooks. Use when you need to send a request to a vendor to deliver goods or services.
`create-refund-receipt`	Tool to create a new refund receipt in QuickBooks Online. Use when a customer receives a refund for returned goods or services.
`create-sales-receipt`	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-tax-agency`	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-taxservice-taxcode`	Create a new tax code with associated tax rates using the TaxService endpoint.
`create-time-activity`	Create a new time activity record in QuickBooks Online. TimeActivity tracks employee or vendor time worked on jobs or projects.
`create-vendor`	Create a new vendor in QuickBooks with the given details.
`create-vendor-credit`	Tool to create a new vendor credit in QuickBooks Online. Use when recording a credit from a vendor that reduces what you owe.
`customer-balance-detail`	Generate a balance detail report for a customer in QuickBooks with the given customer ID.
`customer-balance-report`	Generate a customer balance report in QuickBooks showing outstanding balances for customers.
`delete-bank-account`	Tool to delete a bank account on file for a customer in QuickBooks Payments API.
`delete-item`	Delete an item in QuickBooks Online by marking it as inactive (soft delete).
`execute-batch-operation`	Execute multiple QuickBooks operations in a single request. Operations are performed serially.
`get-aged-receivables-report`	Generate an aged receivables report showing outstanding customer balances by age.
`get-attachable`	Tool to read details of a specific attachable by ID in QuickBooks Online.
`get-balance-sheet-report`	Generate a Balance Sheet report showing company assets, liabilities, and equity at a point in time.
`get-bank-account`	Tool to retrieve a specific bank account by ID from QuickBooks Payments API.
`get-bill`	Tool to fetch a QuickBooks bill by ID. Use when needing to retrieve bill details including vendor reference, line items, amounts, and payment status.
`get-bill-payment`	Tool to retrieve details of a specific bill payment by ID in QuickBooks Online.
`get-changed-entities`	Tool to retrieve entities that changed since a specified timestamp using QuickBooks Change Data Capture (CDC) API.
`get-company-info`	Tool to read company information from QuickBooks Online. Returns basic company info including name, addresses, fiscal year settings, and subscription status.
`get-credit-memo`	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.
`get-credit-memo-pdf`	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.
`get-department`	Read details of a specific department by ID in QuickBooks Online.
`get-deposit`	Tool to read details of a specific deposit by ID in QuickBooks Online.
`get-estimate`	Tool to fetch a QuickBooks estimate by ID. Use when needing full estimate details including metadata, line items, and sync token.
`get-estimate-pdf`	Tool to download a QuickBooks estimate as a PDF file. Use when you need to retrieve the printable PDF version of an estimate.
`get-exchange-rate`	Tool to get exchange rate for a specific currency code and date in QuickBooks Online.
`get-general-ledger-report`	Generate a General Ledger report showing all transactions with debits, credits, and running balances.
`get-inventory-valuation-summary`	Generate an Inventory Valuation Summary report showing inventory quantities and their current values.
`get-invoice-pdf`	Tool to download a QuickBooks invoice as a PDF file. Use when you need to retrieve the printable PDF version of an invoice.
`get-item`	Tool to retrieve a specific item by its ID from QuickBooks Online.
`get-journal-entry`	Tool to read details of a specific QuickBooks journal entry by ID.
`get-payment`	Tool to fetch details of a specific payment by ID in QuickBooks Online.
`get-payment-method`	Read details of a specific payment method by ID in QuickBooks Online.
`get-payment-pdf`	Tool to download a QuickBooks payment record as a PDF file. Use when you need to retrieve the printable PDF version of a payment.
`get-preferences`	Tool to read company preferences that control application behavior in QuickBooks Online.
`get-profit-and-loss-detail-report`	Generate a detailed Profit and Loss report showing company income and expenses with transaction-level details.
`get-profit-and-loss-report`	Generate a Profit and Loss report showing company income and expenses over a period.
`get-purchase`	Tool to fetch details of a specific purchase by ID in QuickBooks Online.
`get-purchase-order`	Tool to fetch a QuickBooks purchase order by ID. Use when needing full purchase order details including line items, vendor information, and metadata.
`get-purchase-order-pdf`	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.
`get-refund-receipt`	Tool to fetch a QuickBooks refund receipt by ID. Use when needing details of a specific refund issued to a customer.
`get-refund-receipt-pdf`	Tool to download a QuickBooks refund receipt as a PDF file. Use when you need to retrieve the printable PDF version of a refund receipt.
`get-report-account-list`	Retrieve the AccountList report from QuickBooks showing a list of all accounts.
`get-report-aged-payable-detail`	Generate an aged payable detail report showing aging detail for accounts payable.
`get-report-aged-payables`	Retrieve an Aged Payables aging summary report from QuickBooks showing outstanding vendor balances grouped by age.
`get-report-aged-receivable-detail`	Generate an aged receivable detail report showing aging detail for accounts receivable.
`get-report-cash-flow`	Generate a cash flow report in QuickBooks showing cash inflows and outflows categorized by operating, investing, and financing activities.
`get-report-class-sales`	Generate a ClassSales report in QuickBooks showing sales amounts grouped by class.
`get-report-customer-income`	Generate a customer income report in QuickBooks showing revenue by customer.
`get-report-customer-sales`	Generate a customer sales report in QuickBooks showing sales transactions and totals for customers.
`get-report-department-sales`	Generate a department sales report in QuickBooks showing sales data broken down by department.
`get-report-item-sales`	Generate an ItemSales report showing sales data for products and services.
`get-reports`	Retrieve QuickBooks reports such as TransactionList, BalanceSheet, ProfitAndLoss, and others.
`get-report-trial-balance`	Generate a Trial Balance report showing account debits, credits, and balances for a specified period.
`get-sales-receipt`	Tool to fetch a QuickBooks sales receipt by ID. Use when needing full sales receipt details including customer info, line items, payment details, and metadata.
`get-salesreceipt-pdf`	Tool to download a QuickBooks sales receipt as a PDF file. Use when you need to retrieve the printable PDF version of a sales receipt.
`get-tax-rate`	Tool to read details of a specific tax rate by ID in QuickBooks Online.
`get-term`	Read details of a specific payment term by ID in QuickBooks Online.
`get-time-activity`	Tool to read details of a specific time activity by ID in QuickBooks Online.
`get-transaction-list-report`	Get the Transaction List report showing all transactions in the company.
`get-transfer`	Tool to fetch a QuickBooks transfer by ID. Use when needing to retrieve transfer details including from/to account references and transfer amount.
`get-vendor-credit`	Tool to fetch a QuickBooks vendor credit by ID. Use when needing to retrieve vendor credit details including vendor reference, line items, amounts, and balance status.
`get-vendor-expenses-report`	Retrieve a vendor expenses report from QuickBooks showing expense transactions by vendor.
`list-cards`	Tool to retrieve all payment cards on file for a customer in QuickBooks Payments API.
`list-departments`	Query Department entities in QuickBooks using SQL-like syntax.
`list-invoices`	Tool to list invoices via QuickBooks Query endpoint. Use when retrieving invoices with optional pagination and custom fields.
`query-account`	Query Account entities in QuickBooks using SQL-like syntax. IMPORTANT: Queries the Account entity ONLY (chart of accounts).
`query-accounts`	Query Account entities in QuickBooks using SQL-like syntax. Use this action when you need to retrieve multiple accounts from the chart of accounts…
`query-attachable`	Query Attachable entities in QuickBooks using SQL-like syntax.
`query-bills`	Query Bill entities in QuickBooks using SQL-like syntax. Returns bills with vendor information, line items, amounts, due dates, and payment status.
`query-customers`	Query Customer entities in QuickBooks using SQL-like syntax.
`query-entities`	Execute SQL-like queries on QuickBooks Online entities. Supports all entity types (Customer, Invoice, Bill, Payment, Purchase, Account, etc.) with…
`query-estimates`	Query Estimate entities in QuickBooks using SQL-like syntax.
`query-invoices`	Query QuickBooks invoices with flexible filtering and pagination support.
`query-items`	Query Item entities in QuickBooks using SQL-like syntax. Use this action to search, filter, and retrieve products and services from the QuickBooks catalog.
`query-payments`	Query Payment entities in QuickBooks using SQL-like syntax. Use when searching, filtering, or listing payments by date, customer, amount, or other attributes.
`query-vendors`	Query Vendor entities in QuickBooks using SQL-like syntax. Returns vendors matching the specified criteria with full details.
`read-account`	Read an account in QuickBooks with the given account ID.
`read-class`	Read details of a specific class by ID in QuickBooks Online.
`read-customer`	Read a customer in QuickBooks with the given customer ID.
`read-employee`	Read an employee’s details in QuickBooks with the given employee ID.
`read-invoice`	Tool to fetch a QuickBooks invoice by ID or the most recent if no ID provided.
`read-vendor`	Read a vendor in QuickBooks with the given vendor ID.
`send-credit-memo`	Tool to send a credit memo to a specified email address. Use when you need to email a credit memo to a customer.
`update-attachable`	Tool to update an existing attachable in QuickBooks Online. Use when you need to modify attachable properties like note text or entity references.
`update-company-info`	Tool to update company information in QuickBooks Online. Use when you need to update company details like name, address, or contact information.
`update-department`	Tool to update an existing department in QuickBooks Online. Use when you need to modify department details.
`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-payment-method`	Tool to update an existing payment method in QuickBooks Online.
`update-preferences`	Update company preferences in QuickBooks Online. Requires Id and SyncToken from a previous read.
`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.
`update-term`	Tool to update an existing payment term in QuickBooks Online.
`update-transfer`	Tool to update an existing transfer in QuickBooks Online. Use when you need to modify a transfer between accounts.
`vendor-balance-detail`	Generate a balance detail report for a vendor in QuickBooks with the given vendor ID.
`vendor-balance-report`	Retrieve a vendor balance report from QuickBooks showing outstanding balances for vendors.

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