QuickBooks connector

OAuth 2.0 Accounting & Finance

Connect to QuickBooks Online. Manage customers, vendors, invoices, bills, payments, and financial reports.

QuickBooks connector

Install the SDK
Section titled “Install the SDK”
- Node.js
- Python
Terminal window
1 npm install @scalekit-sdk/node
Terminal window
1 pip install scalekit
Full SDK reference: Node.js | Python
Set your credentials
Section titled “Set your credentials”

Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.
.env
```
SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
SCALEKIT_CLIENT_ID=<your-client-id>
SCALEKIT_CLIENT_SECRET=<your-client-secret>
```
Set up the connector
Section titled “Set up the connector”

Register your QuickBooks credentials with Scalekit so it handles the token lifecycle. You do this once per environment.
Dashboard setup steps
Register your Scalekit environment with the QuickBooks connector so Scalekit handles the authentication flow and token lifecycle for you. The connection name you create will be used to identify and invoke the connection programmatically. Then complete the configuration in your application as follows:
1. Create a QuickBooks app
  - Sign in to the Intuit Developer Portal and go to Dashboard → + Create an app → select QuickBooks Online and Payments.
  - Under Keys & credentials, select the Production tab, then copy the Client ID and Client Secret. Use the Development tab credentials only for testing against the QuickBooks sandbox.
2. Set up auth redirects
  - In Scalekit dashboard, go to AgentKit > Connections > Create Connection. Find QuickBooks and click Create. Copy the redirect URI. It looks like https://<SCALEKIT_ENVIRONMENT_URL>/sso/v1/oauth/<CONNECTION_ID>/callback.
  - Back in the Intuit Developer Portal, go to your app’s Keys & credentials settings and add the Scalekit redirect URI under Redirect URIs.
3. Add credentials in Scalekit
  - In Scalekit dashboard, go to AgentKit > Connections and open the connection you created.
  - Enter your credentials:
    - Client ID (from your QuickBooks app)
    - Client Secret (from your QuickBooks app)
    - Permissions (OAuth scope strings): com.intuit.quickbooks.accounting offline_access
  - Click Save.

1
import { ScalekitClient } from '@scalekit-sdk/node'
2
import 'dotenv/config'
3

4
const scalekit = new ScalekitClient(
5
  process.env.SCALEKIT_ENV_URL,
6
  process.env.SCALEKIT_CLIENT_ID,
7
  process.env.SCALEKIT_CLIENT_SECRET,
8
)
9
const actions = scalekit.actions
10

11
const connector = 'quickbooks'
12
const identifier = 'user_123'
13

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// Generate an authorization link for the user
15
const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
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console.log('Authorize QuickBooks:', link)
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process.stdout.write('Press Enter after authorizing...')
18
await new Promise(r => process.stdin.once('data', r))
19

20
// Make your first call
21
const result = await actions.executeTool({
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  connector,
23
  identifier,
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  toolName: 'quickbooks_company_info_get',
25
  toolInput: {},
26
})
27
console.log(result)

1
import os
2
from scalekit.client import ScalekitClient
3
from dotenv import load_dotenv
4
load_dotenv()
5

6
scalekit_client = ScalekitClient(
7
    env_url=os.getenv("SCALEKIT_ENV_URL"),
8
    client_id=os.getenv("SCALEKIT_CLIENT_ID"),
9
    client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
10
)
11
actions = scalekit_client.actions
12

13
connection_name = "quickbooks"
14
identifier = "user_123"
15

16
# Generate an authorization link for the user
17
link_response = actions.get_authorization_link(
18
    connection_name=connection_name,
19
    identifier=identifier,
20
)
21
print("Authorize QuickBooks:", link_response.link)
22
input("Press Enter after authorizing...")
23

24
# Make your first call
25
result = actions.execute_tool(
26
    tool_input={},
27
    tool_name="quickbooks_company_info_get",
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    connection_name=connection_name,
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    identifier=identifier,
30
)
31
print(result)

What you can do

Connect this agent connector to let your agent:

List vendors, vendor credits, transfers — List vendors from QuickBooks Online with optional filtering and pagination
Update vendor, payment, item — Update an existing vendor in QuickBooks Online
Get vendor, vendor credit, transfer — Retrieve a single QuickBooks Online vendor by ID
Create vendor credit, vendor, transfer — Create a new vendor credit in QuickBooks Online
Delete sales receipt, purchase order, payment — Delete a sales receipt in QuickBooks Online
Balance report trial — Retrieve a Trial Balance report from QuickBooks Online

Common workflows

Proxy API call

Node.js
Python

1
const result = await actions.request({
2
  connectionName: 'quickbooks',
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  identifier: 'user_123',
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  path: '/v3/company/{{realm_id}}/query?query=SELECT * FROM Customer MAXRESULTS 10 STARTPOSITION 1',
5
  method: 'GET',
6
});
7
console.log(result);

1
result = actions.request(
2
    connection_name='quickbooks',
3
    identifier='user_123',
4
    path="/v3/company/{{realm_id}}/query?query=SELECT * FROM Customer MAXRESULTS 10 STARTPOSITION 1",
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    method="GET"
6
)
7
print(result)

List customers

Node.js
Python

1
const customers = await actions.executeTool({
2
  connector: 'quickbooks',
3
  identifier: 'user_123',
4
  toolName: 'quickbooks_customers_list',
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  toolInput: {
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    max_results: 10,
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    start_position: 1,
8
  },
9
});
10
console.log('Customers:', customers);

1
customers = actions.execute_tool(
2
    connection_name='quickbooks',
3
    identifier='user_123',
4
    tool_name="quickbooks_customers_list",
5
    tool_input={
6
        "max_results": 10,
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        "start_position": 1,
8
    },
9
)
10
print("Customers:", customers)

Create an invoice

Node.js
Python

1
const invoice = await actions.executeTool({
2
  connector: 'quickbooks',
3
  identifier: 'user_123',
4
  toolName: 'quickbooks_invoice_create',
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  toolInput: {
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    CustomerRef: JSON.stringify({ value: '1' }),
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    Line: JSON.stringify([
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      {
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        Amount: 150.00,
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        DetailType: 'SalesItemLineDetail',
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        SalesItemLineDetail: {
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          ItemRef: { value: '1', name: 'Services' },
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          Qty: 1,
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          UnitPrice: 150.00,
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        },
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      },
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    ]),
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    DueDate: '2025-06-30',
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    DocNumber: 'INV-001',
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  },
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});
22
console.log('Created invoice ID:', invoice.Invoice?.Id);

1
import json
2

3
invoice = actions.execute_tool(
4
    connection_name='quickbooks',
5
    identifier='user_123',
6
    tool_name="quickbooks_invoice_create",
7
    tool_input={
8
        "CustomerRef": json.dumps({"value": "1"}),
9
        "Line": json.dumps([
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            {
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                "Amount": 150.00,
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                "DetailType": "SalesItemLineDetail",
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                "SalesItemLineDetail": {
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                    "ItemRef": {"value": "1", "name": "Services"},
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                    "Qty": 1,
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                    "UnitPrice": 150.00,
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                },
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            }
19
        ]),
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        "DueDate": "2025-06-30",
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        "DocNumber": "INV-001",
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    },
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)
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print("Created invoice ID:", invoice.get("Invoice", {}).get("Id"))

Tool list

Use the exact tool names from the Tool list below when you call execute_tool. If you’re not sure which name to use, list the tools available for the current user first.

quickbooks_account_create # Create a new account in QuickBooks Online. 6 params

Create a new account in QuickBooks Online.

Name Type Required Description

AccountType string required Account type (e.g. Bank, Expense, Income, Liability).

Name string required Name of the account.

AccountSubType string optional Account sub-type.

Active boolean optional Whether the account is active.

CurrencyRef string optional Currency reference as JSON, e.g. {"value":"USD"}.

Description string optional Description of the account.

quickbooks_account_get # Retrieve a single QuickBooks Online account by its ID. 1 param

Retrieve a single QuickBooks Online account by its ID.

Name Type Required Description

account_id string required The ID of the account to retrieve.

quickbooks_account_update # Update an existing account in QuickBooks Online. Requires SyncToken from account_get. 6 params

Update an existing account in QuickBooks Online. Requires SyncToken from account_get.

Name Type Required Description

AccountType string required Account type.

Id string required The ID of the account to update.

Name string required Name of the account.

SyncToken string required SyncToken from the account_get response (optimistic locking).

Active boolean optional Whether the account is active.

Description string optional Description.

quickbooks_accounts_list # List accounts from QuickBooks Online. Use where_clause to filter (e.g. "AccountType = 'Bank'"). 3 params

List accounts from QuickBooks Online. Use where_clause to filter (e.g. "AccountType = 'Bank'").

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

where_clause string optional Optional WHERE clause to filter accounts, e.g. "AccountType = 'Bank'"

quickbooks_bill_create # Create a new bill in QuickBooks Online. 5 params

Create a new bill in QuickBooks Online.

Name Type Required Description

Line string required Line items as JSON array.

VendorRef string required Vendor reference as JSON, e.g. {"value":"123"}.

DocNumber string optional Bill number.

DueDate string optional Due date YYYY-MM-DD.

PrivateNote string optional Internal memo.

quickbooks_bill_delete # Delete a bill in QuickBooks Online. 2 params

Delete a bill in QuickBooks Online.

Name Type Required Description

Id string required Bill ID.

SyncToken string required SyncToken from bill_get.

quickbooks_bill_get # Retrieve a single QuickBooks Online bill by ID. 1 param

Retrieve a single QuickBooks Online bill by ID.

Name Type Required Description

bill_id string required The ID of the bill.

quickbooks_bill_payment_create # Create a new bill payment in QuickBooks Online. 8 params

Create a new bill payment in QuickBooks Online.

Name Type Required Description

Line string required Linked transactions as JSON array with LinkedTxn.

PayType string required Payment type: Check or CreditCard.

TotalAmt string required Total amount as number string, e.g. "200.00".

VendorRef string required Vendor reference as JSON, e.g. {"value":"123"}.

CheckPayment string optional Check payment details as JSON, required when PayType is Check. e.g. {"BankAccountRef":{"value":"35"}}.

CreditCardPayment string optional Credit card payment details as JSON, required when PayType is CreditCard. e.g. {"CCAccountRef":{"value":"41"}}.

DocNumber string optional Document/check number.

PrivateNote string optional Internal memo.

quickbooks_bill_payment_delete # Delete a bill payment in QuickBooks Online. 2 params

Delete a bill payment in QuickBooks Online.

Name Type Required Description

Id string required Bill Payment ID.

SyncToken string required SyncToken from bill_payment_get.

quickbooks_bill_payment_get # Retrieve a single QuickBooks Online bill payment by ID. 1 param

Retrieve a single QuickBooks Online bill payment by ID.

Name Type Required Description

bill_payment_id string required The ID of the bill payment.

quickbooks_bill_payments_list # List bill payments from QuickBooks Online. 3 params

List bill payments from QuickBooks Online.

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

where_clause string optional Optional WHERE clause.

quickbooks_bill_update # Update an existing bill in QuickBooks Online. 6 params

Update an existing bill in QuickBooks Online.

Name Type Required Description

Id string required Bill ID.

Line string required Line items as JSON array.

SyncToken string required SyncToken from bill_get.

VendorRef string required Vendor reference as JSON.

DueDate string optional Due date YYYY-MM-DD.

PrivateNote string optional Internal memo.

quickbooks_bills_list # List bills from QuickBooks Online with optional filtering and pagination. 3 params

List bills from QuickBooks Online with optional filtering and pagination.

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

where_clause string optional Optional WHERE clause.

quickbooks_class_create # Create a new class in QuickBooks Online. 3 params

Create a new class in QuickBooks Online.

Name Type Required Description

Name string required Name of the class.

Active boolean optional Whether the class is active.

ParentRef string optional Parent class reference as JSON.

quickbooks_class_get # Retrieve a single QuickBooks Online class by ID. 1 param

Retrieve a single QuickBooks Online class by ID.

Name Type Required Description

class_id string required The ID of the class.

quickbooks_classes_list # List classes from QuickBooks Online. 2 params

List classes from QuickBooks Online.

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

quickbooks_company_info_get # Retrieve company information for the connected QuickBooks Online account. 0 params

Retrieve company information for the connected QuickBooks Online account.

quickbooks_credit_memo_create # Create a new credit memo in QuickBooks Online. 4 params

Create a new credit memo in QuickBooks Online.

Name Type Required Description

CustomerRef string required Customer reference as JSON.

Line string required Line items as JSON array.

DocNumber string optional Credit memo number.

PrivateNote string optional Internal memo.

quickbooks_credit_memo_delete # Delete a credit memo in QuickBooks Online. 2 params

Delete a credit memo in QuickBooks Online.

Name Type Required Description

Id string required Credit Memo ID.

SyncToken string required SyncToken from credit_memo_get.

quickbooks_credit_memo_get # Retrieve a single QuickBooks Online credit memo by ID. 1 param

Retrieve a single QuickBooks Online credit memo by ID.

Name Type Required Description

credit_memo_id string required The ID of the credit memo.

quickbooks_credit_memos_list # List credit memos from QuickBooks Online. 3 params

List credit memos from QuickBooks Online.

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

where_clause string optional Optional WHERE clause.

quickbooks_customer_create # Create a new customer in QuickBooks Online. 8 params

Create a new customer in QuickBooks Online.

Name Type Required Description

DisplayName string required Display name for the customer.

Active boolean optional Whether the customer is active.

BillAddr string optional Billing address as JSON object.

CompanyName string optional Company name.

FamilyName string optional Last name.

GivenName string optional First name.

PrimaryEmailAddr string optional Email as JSON, e.g. {"Address":"john@example.com"}.

PrimaryPhone string optional Phone as JSON, e.g. {"FreeFormNumber":"555-1234"}.

quickbooks_customer_delete # Mark a customer as inactive in QuickBooks Online (customers cannot be permanently deleted). 2 params

Mark a customer as inactive in QuickBooks Online (customers cannot be permanently deleted).

Name Type Required Description

Id string required Customer ID.

SyncToken string required SyncToken from customer_get.

quickbooks_customer_get # Retrieve a single QuickBooks Online customer by ID. 1 param

Retrieve a single QuickBooks Online customer by ID.

Name Type Required Description

customer_id string required The ID of the customer.

quickbooks_customer_update # Update an existing customer in QuickBooks Online. Requires SyncToken from customer_get. 8 params

Update an existing customer in QuickBooks Online. Requires SyncToken from customer_get.

Name Type Required Description

DisplayName string required Display name.

Id string required Customer ID.

SyncToken string required SyncToken from customer_get.

Active boolean optional Whether the customer is active.

CompanyName string optional Company name.

FamilyName string optional Last name.

GivenName string optional First name.

PrimaryEmailAddr string optional Email as JSON.

quickbooks_customers_list # List customers from QuickBooks Online with optional filtering and pagination. 3 params

List customers from QuickBooks Online with optional filtering and pagination.

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

where_clause string optional Optional WHERE clause, e.g. "Active = true"

quickbooks_department_create # Create a new department in QuickBooks Online. 3 params

Create a new department in QuickBooks Online.

Name Type Required Description

Name string required Name of the department.

Active boolean optional Whether the department is active.

ParentRef string optional Parent department reference as JSON.

quickbooks_department_get # Retrieve a single QuickBooks Online department by ID. 1 param

Retrieve a single QuickBooks Online department by ID.

Name Type Required Description

department_id string required The ID of the department.

quickbooks_departments_list # List departments from QuickBooks Online. 2 params

List departments from QuickBooks Online.

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

quickbooks_deposit_create # Create a new deposit in QuickBooks Online. 4 params

Create a new deposit in QuickBooks Online.

Name Type Required Description

DepositToAccountRef string required Account to deposit into as JSON.

Line string required Deposit lines as JSON array.

PrivateNote string optional Internal memo.

TxnDate string optional Transaction date YYYY-MM-DD.

quickbooks_deposit_delete # Delete a deposit in QuickBooks Online. 2 params

Delete a deposit in QuickBooks Online.

Name Type Required Description

Id string required Deposit ID.

SyncToken string required SyncToken from deposit_get.

quickbooks_deposit_get # Retrieve a single QuickBooks Online deposit by ID. 1 param

Retrieve a single QuickBooks Online deposit by ID.

Name Type Required Description

deposit_id string required The ID of the deposit.

quickbooks_deposits_list # List deposits from QuickBooks Online. 2 params

List deposits from QuickBooks Online.

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

quickbooks_employee_create # Create a new employee in QuickBooks Online. 6 params

Create a new employee in QuickBooks Online.

Name Type Required Description

FamilyName string required Employee last name.

GivenName string required Employee first name.

Active boolean optional Whether the employee is active.

DisplayName string optional Display name.

PrimaryEmailAddr string optional Email as JSON.

PrimaryPhone string optional Phone as JSON.

quickbooks_employee_get # Retrieve a single QuickBooks Online employee by ID. 1 param

Retrieve a single QuickBooks Online employee by ID.

Name Type Required Description

employee_id string required The ID of the employee.

quickbooks_employees_list # List employees from QuickBooks Online. 3 params

List employees from QuickBooks Online.

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

where_clause string optional Optional WHERE clause.

quickbooks_estimate_create # Create a new estimate (quote) in QuickBooks Online. 5 params

Create a new estimate (quote) in QuickBooks Online.

Name Type Required Description

CustomerRef string required Customer reference as JSON.

Line string required Line items as JSON array.

DocNumber string optional Estimate number.

ExpirationDate string optional Expiration date YYYY-MM-DD.

PrivateNote string optional Internal memo.

quickbooks_estimate_delete # Delete an estimate in QuickBooks Online. 2 params

Delete an estimate in QuickBooks Online.

Name Type Required Description

Id string required Estimate ID.

SyncToken string required SyncToken from estimate_get.

quickbooks_estimate_get # Retrieve a single QuickBooks Online estimate by ID. 1 param

Retrieve a single QuickBooks Online estimate by ID.

Name Type Required Description

estimate_id string required The ID of the estimate.

quickbooks_estimates_list # List estimates from QuickBooks Online with optional filtering and pagination. 3 params

List estimates from QuickBooks Online with optional filtering and pagination.

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

where_clause string optional Optional WHERE clause.

quickbooks_invoice_create # Create a new invoice in QuickBooks Online. 7 params

Create a new invoice in QuickBooks Online.

Name Type Required Description

CustomerRef string required Customer reference as JSON, e.g. {"value":"123"}.

Line string required Line items as JSON array.

BillEmail string optional Billing email as JSON, e.g. {"Address":"customer@example.com"}.

DocNumber string optional Invoice number.

DueDate string optional Due date in YYYY-MM-DD format.

EmailStatus string optional Email status: EmailSent or NotSet.

PrivateNote string optional Internal memo.

quickbooks_invoice_delete # Delete an invoice in QuickBooks Online. 2 params

Delete an invoice in QuickBooks Online.

Name Type Required Description

Id string required Invoice ID.

SyncToken string required SyncToken from invoice_get.

quickbooks_invoice_get # Retrieve a single QuickBooks Online invoice by ID. 1 param

Retrieve a single QuickBooks Online invoice by ID.

Name Type Required Description

invoice_id string required The ID of the invoice.

quickbooks_invoice_send # Send an invoice by email in QuickBooks Online. 2 params

Send an invoice by email in QuickBooks Online.

Name Type Required Description

invoice_id string required The ID of the invoice to send.

send_to string required Email address to send the invoice to.

quickbooks_invoice_update # Update an existing invoice in QuickBooks Online. 8 params

Update an existing invoice in QuickBooks Online.

Name Type Required Description

CustomerRef string required Customer reference as JSON.

Id string required Invoice ID.

Line string required Line items as JSON array.

SyncToken string required SyncToken from invoice_get.

DocNumber string optional Invoice number.

DueDate string optional Due date YYYY-MM-DD.

EmailStatus string optional Email status.

PrivateNote string optional Internal memo.

quickbooks_invoice_void # Void an invoice in QuickBooks Online. 2 params

Void an invoice in QuickBooks Online.

Name Type Required Description

Id string required Invoice ID.

SyncToken string required SyncToken from invoice_get.

quickbooks_invoices_list # List invoices from QuickBooks Online with optional filtering and pagination. 3 params

List invoices from QuickBooks Online with optional filtering and pagination.

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

where_clause string optional Optional WHERE clause, e.g. "TxnDate > '2024-01-01'"

quickbooks_item_create # Create a new item (product or service) in QuickBooks Online. 6 params

Create a new item (product or service) in QuickBooks Online.

Name Type Required Description

Name string required Name of the item.

Type string required Item type: Service, NonInventory, or Inventory.

Active boolean optional Whether the item is active.

Description string optional Description of the item.

IncomeAccountRef string optional Income account reference as JSON, e.g. {"value":"1","name":"Services"}.

UnitPrice string optional Unit price as a number string, e.g. "150.00".

quickbooks_item_delete # Mark an item as inactive in QuickBooks Online (items cannot be permanently deleted). 2 params

Mark an item as inactive in QuickBooks Online (items cannot be permanently deleted).

Name Type Required Description

Id string required Item ID.

SyncToken string required SyncToken from item_get.

quickbooks_item_get # Retrieve a single QuickBooks Online item by ID. 1 param

Retrieve a single QuickBooks Online item by ID.

Name Type Required Description

item_id string required The ID of the item.

quickbooks_item_update # Update an existing item in QuickBooks Online. 7 params

Update an existing item in QuickBooks Online.

Name Type Required Description

Id string required Item ID.

Name string required Name of the item.

SyncToken string required SyncToken from item_get.

Type string required Item type.

Active boolean optional Whether the item is active.

Description string optional Description.

UnitPrice string optional Unit price as number string.

quickbooks_items_list # List items (products and services) from QuickBooks Online. 3 params

List items (products and services) from QuickBooks Online.

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

where_clause string optional Optional WHERE clause, e.g. "Type = 'Service'"

quickbooks_journal_entries_list # List journal entries from QuickBooks Online. 3 params

List journal entries from QuickBooks Online.

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

where_clause string optional Optional WHERE clause.

quickbooks_journal_entry_create # Create a new journal entry in QuickBooks Online. 4 params

Create a new journal entry in QuickBooks Online.

Name Type Required Description

Line string required Journal entry lines as JSON array with debit/credit amounts.

DocNumber string optional Journal entry number.

PrivateNote string optional Internal memo.

TxnDate string optional Transaction date YYYY-MM-DD.

quickbooks_journal_entry_delete # Delete a journal entry in QuickBooks Online. 2 params

Delete a journal entry in QuickBooks Online.

Name Type Required Description

Id string required Journal Entry ID.

SyncToken string required SyncToken from journal_entry_get.

quickbooks_journal_entry_get # Retrieve a single QuickBooks Online journal entry by ID. 1 param

Retrieve a single QuickBooks Online journal entry by ID.

Name Type Required Description

journal_entry_id string required The ID of the journal entry.

quickbooks_payment_create # Create a new customer payment in QuickBooks Online. 4 params

Create a new customer payment in QuickBooks Online.

Name Type Required Description

CustomerRef string required Customer reference as JSON, e.g. {"value":"123"}.

TotalAmt string required Total payment amount as number string, e.g. "500.00".

Line string optional Linked transactions as JSON array.

PaymentRefNum string optional Payment reference number (check number, etc.).

quickbooks_payment_delete # Delete a payment in QuickBooks Online. 2 params

Delete a payment in QuickBooks Online.

Name Type Required Description

Id string required Payment ID.

SyncToken string required SyncToken from payment_get.

quickbooks_payment_get # Retrieve a single QuickBooks Online payment by ID. 1 param

Retrieve a single QuickBooks Online payment by ID.

Name Type Required Description

payment_id string required The ID of the payment.

quickbooks_payment_update # Update an existing payment in QuickBooks Online. 5 params

Update an existing payment in QuickBooks Online.

Name Type Required Description

CustomerRef string required Customer reference as JSON.

Id string required Payment ID.

SyncToken string required SyncToken from payment_get.

TotalAmt string required Total payment amount as number string.

PaymentRefNum string optional Payment reference number.

quickbooks_payments_list # List payments from QuickBooks Online with optional filtering and pagination. 3 params

List payments from QuickBooks Online with optional filtering and pagination.

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

where_clause string optional Optional WHERE clause.

quickbooks_purchase_order_create # Create a new purchase order in QuickBooks Online. 5 params

Create a new purchase order in QuickBooks Online.

Name Type Required Description

Line string required Line items as JSON array.

VendorRef string required Vendor reference as JSON.

DocNumber string optional Purchase order number.

DueDate string optional Due date YYYY-MM-DD.

PrivateNote string optional Internal memo.

quickbooks_purchase_order_delete # Delete a purchase order in QuickBooks Online. 2 params

Delete a purchase order in QuickBooks Online.

Name Type Required Description

Id string required Purchase Order ID.

SyncToken string required SyncToken from purchase_order_get.

quickbooks_purchase_order_get # Retrieve a single QuickBooks Online purchase order by ID. 1 param

Retrieve a single QuickBooks Online purchase order by ID.

Name Type Required Description

purchase_order_id string required The ID of the purchase order.

quickbooks_purchase_orders_list # List purchase orders from QuickBooks Online. 3 params

List purchase orders from QuickBooks Online.

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

where_clause string optional Optional WHERE clause.

quickbooks_refund_receipt_create # Create a new refund receipt in QuickBooks Online. 6 params

Create a new refund receipt in QuickBooks Online.

Name Type Required Description

CustomerRef string required Customer reference as JSON.

DepositToAccountRef string required Account to deposit the refund into as JSON, e.g. {"value":"35"} for Checking.

Line string required Line items as JSON array.

DocNumber string optional Refund receipt number.

PaymentRefNum string optional Payment reference number.

PrivateNote string optional Internal memo.

quickbooks_refund_receipt_get # Retrieve a single QuickBooks Online refund receipt by ID. 1 param

Retrieve a single QuickBooks Online refund receipt by ID.

Name Type Required Description

refund_receipt_id string required The ID of the refund receipt.

quickbooks_refund_receipts_list # List refund receipts from QuickBooks Online. 2 params

List refund receipts from QuickBooks Online.

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

quickbooks_report_aged_payables # Retrieve an Aged Payable Detail report from QuickBooks Online. 2 params

Retrieve an Aged Payable Detail report from QuickBooks Online.

Name Type Required Description

due_date string optional Due date filter in YYYY-MM-DD format.

report_date string optional Report date in YYYY-MM-DD format.

quickbooks_report_aged_receivables # Retrieve an Aged Receivable Detail report from QuickBooks Online. 2 params

Retrieve an Aged Receivable Detail report from QuickBooks Online.

Name Type Required Description

due_date string optional Due date filter in YYYY-MM-DD format.

report_date string optional Report date in YYYY-MM-DD format.

quickbooks_report_balance_sheet # Retrieve a Balance Sheet report from QuickBooks Online. 3 params

Retrieve a Balance Sheet report from QuickBooks Online.

Name Type Required Description

accounting_method string optional Accounting method: Accrual or Cash.

end_date string optional Report end date in YYYY-MM-DD format.

start_date string optional Report start date in YYYY-MM-DD format.

quickbooks_report_cash_flow # Retrieve a Cash Flow report from QuickBooks Online. 2 params

Retrieve a Cash Flow report from QuickBooks Online.

Name Type Required Description

end_date string optional Report end date in YYYY-MM-DD format.

start_date string optional Report start date in YYYY-MM-DD format.

quickbooks_report_general_ledger # Retrieve a General Ledger report from QuickBooks Online. 3 params

Retrieve a General Ledger report from QuickBooks Online.

Name Type Required Description

accounting_method string optional Accounting method: Accrual or Cash.

end_date string optional Report end date in YYYY-MM-DD format.

start_date string optional Report start date in YYYY-MM-DD format.

quickbooks_report_profit_and_loss # Retrieve a Profit and Loss report from QuickBooks Online. 3 params

Retrieve a Profit and Loss report from QuickBooks Online.

Name Type Required Description

accounting_method string optional Accounting method: Accrual or Cash.

end_date string optional Report end date in YYYY-MM-DD format.

start_date string optional Report start date in YYYY-MM-DD format.

quickbooks_report_trial_balance # Retrieve a Trial Balance report from QuickBooks Online. 3 params

Retrieve a Trial Balance report from QuickBooks Online.

Name Type Required Description

accounting_method string optional Accounting method: Accrual or Cash.

end_date string optional Report end date in YYYY-MM-DD format.

start_date string optional Report start date in YYYY-MM-DD format.

quickbooks_sales_receipt_create # Create a new sales receipt in QuickBooks Online. 5 params

Create a new sales receipt in QuickBooks Online.

Name Type Required Description

CustomerRef string required Customer reference as JSON.

Line string required Line items as JSON array.

DocNumber string optional Receipt number.

PaymentRefNum string optional Payment reference number.

PrivateNote string optional Internal memo.

quickbooks_sales_receipt_delete # Delete a sales receipt in QuickBooks Online. 2 params

Delete a sales receipt in QuickBooks Online.

Name Type Required Description

Id string required Sales Receipt ID.

SyncToken string required SyncToken from sales_receipt_get.

quickbooks_sales_receipt_get # Retrieve a single QuickBooks Online sales receipt by ID. 1 param

Retrieve a single QuickBooks Online sales receipt by ID.

Name Type Required Description

sales_receipt_id string required The ID of the sales receipt.

quickbooks_sales_receipts_list # List sales receipts from QuickBooks Online. 3 params

List sales receipts from QuickBooks Online.

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

where_clause string optional Optional WHERE clause.

quickbooks_tax_code_get # Retrieve a single QuickBooks Online tax code by ID. 1 param

Retrieve a single QuickBooks Online tax code by ID.

Name Type Required Description

tax_code_id string required The ID of the tax code.

quickbooks_tax_codes_list # List tax codes from QuickBooks Online. 2 params

List tax codes from QuickBooks Online.

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

quickbooks_transfer_create # Create a new fund transfer between accounts in QuickBooks Online. 5 params

Create a new fund transfer between accounts in QuickBooks Online.

Name Type Required Description

Amount string required Transfer amount as number string.

FromAccountRef string required Source account reference as JSON.

ToAccountRef string required Destination account reference as JSON.

PrivateNote string optional Internal memo.

TxnDate string optional Transaction date YYYY-MM-DD.

quickbooks_transfer_get # Retrieve a single QuickBooks Online transfer by ID. 1 param

Retrieve a single QuickBooks Online transfer by ID.

Name Type Required Description

transfer_id string required The ID of the transfer.

quickbooks_transfers_list # List transfers from QuickBooks Online. 2 params

List transfers from QuickBooks Online.

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

quickbooks_vendor_create # Create a new vendor in QuickBooks Online. 7 params

Create a new vendor in QuickBooks Online.

Name Type Required Description

DisplayName string required Display name for the vendor.

Active boolean optional Whether the vendor is active.

CompanyName string optional Company name.

FamilyName string optional Last name.

GivenName string optional First name.

PrimaryEmailAddr string optional Email as JSON.

PrimaryPhone string optional Phone as JSON.

quickbooks_vendor_credit_create # Create a new vendor credit in QuickBooks Online. 4 params

Create a new vendor credit in QuickBooks Online.

Name Type Required Description

Line string required Line items as JSON array.

VendorRef string required Vendor reference as JSON.

DocNumber string optional Vendor credit number.

PrivateNote string optional Internal memo.

quickbooks_vendor_credit_get # Retrieve a single QuickBooks Online vendor credit by ID. 1 param

Retrieve a single QuickBooks Online vendor credit by ID.

Name Type Required Description

vendor_credit_id string required The ID of the vendor credit.

quickbooks_vendor_credits_list # List vendor credits from QuickBooks Online. 2 params

List vendor credits from QuickBooks Online.

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

quickbooks_vendor_get # Retrieve a single QuickBooks Online vendor by ID. 1 param

Retrieve a single QuickBooks Online vendor by ID.

Name Type Required Description

vendor_id string required The ID of the vendor.

quickbooks_vendor_update # Update an existing vendor in QuickBooks Online. 6 params

Update an existing vendor in QuickBooks Online.

Name Type Required Description

DisplayName string required Display name.

Id string required Vendor ID.

SyncToken string required SyncToken from vendor_get.

Active boolean optional Whether the vendor is active.

CompanyName string optional Company name.

PrimaryEmailAddr string optional Email as JSON.

quickbooks_vendors_list # List vendors from QuickBooks Online with optional filtering and pagination. 3 params

List vendors from QuickBooks Online with optional filtering and pagination.

Name Type Required Description

max_results integer required Maximum number of records to return.

start_position integer required Starting position for pagination (1-based).

where_clause string optional Optional WHERE clause.

QuickBooks connector

QuickBooks connector

Install the SDK

Set your credentials

Set up the connector

Create a QuickBooks app

Set up auth redirects

Add credentials in Scalekit

Authorize and make your first call

What you can do

Common workflows

Tool list