Aged Receivables Report
Generate an aged receivables report showing outstanding customer balances by age. Use when tracking overdue invoices and managing accounts receivable aging.
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Quickbooks is a cloud-based accounting software that helps you manage your finances, track your income and expenses, and get insights into your business
Explore Triggers and Actions
Capture Charge
Tool to capture funds for an existing charge that was authorized but not captured. Use when you need to complete a previously authorized payment transaction in QuickBooks Payments API. This action finalizes the charge and transfers the funds from the customer's payment method.
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Create Account
Create a new account in QuickBooks with the given parameters.
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Create Bank Account
Create a new bank account on file for a customer in QuickBooks Payments API. Use this when you need to add ACH/eCheck payment capabilities for a customer.
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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. Use this action when recording vendor bills for purchases, expenses, or services received.
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Create Bill Payment
Create a bill payment in QuickBooks to record payment against one or more bills. Use when paying vendor bills via check or credit card.
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Create Class
Create a new class in QuickBooks Online. Use when you need to categorize transactions by department, location, or other business segments.
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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.
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Create Customer
Create a new customer in QuickBooks with the given parameters.
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Create Deposit
Creates a new deposit in QuickBooks Online. A deposit represents funds received and deposited to an asset account (typically a bank account). Use this action to record deposits of customer payments, refunds, or other funds into your bank accounts. Each deposit must specify the destination account and at least one line item showing the source and amount of funds.
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Create eCheck Payment
Tool to create an eCheck payment using ACH bank transfer in QuickBooks Payments API. Use when processing payments from customer bank accounts via electronic check. The payment is debited directly from the customer's bank account using the provided routing and account numbers.
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Create Employee
Create a new employee in QuickBooks.
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Create Estimate
Creates a new estimate in QuickBooks Online. An estimate represents a proposal for goods or services that a customer may purchase. Use this to provide pricing quotes to customers before they commit to a purchase. This action requires a valid customer ID and at least one line item with item details and amount. The created estimate can later be converted to an invoice when the customer accepts the proposal.
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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. To update the invoice later, re-read it first to obtain the current SyncToken; stale tokens cause update rejections.
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Create Item
Create a new item in QuickBooks Online. Items represent the products or services that a company buys, sells, or resells. Use when adding new inventory items, services, or non-inventory products to the QuickBooks catalog.
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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. Journal entries require at least two lines with total debits equaling total credits.
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Create Payment
Creates a payment record in QuickBooks Online. The Payment entity records payment from customers against single or multiple invoices and credit memos. Use this action when recording customer payments, whether full payment of an invoice or partial payment across multiple invoices.
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Create Purchase
Tool to create a new purchase transaction in QuickBooks Online. A purchase represents an expense such as a cash payment, check, or credit card purchase. Use when recording business expenses or making payments to vendors.
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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.
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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.
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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).
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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.
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Create Tax Code via TaxService
Create a new tax code with associated tax rates using the TaxService endpoint. Use when you need to set up new tax codes for sales or purchase transactions with specific tax rates.
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Create Time Activity
Create a new time activity record in QuickBooks Online. TimeActivity tracks employee or vendor time worked on jobs or projects. Use when recording billable or non-billable hours for employees or vendors.
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Create Vendor
Create a new vendor in QuickBooks with the given details.
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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.
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Customer Balance Detail
Generate a balance detail report for a customer in QuickBooks with the given customer ID.
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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.
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Delete Bank Account
Tool to delete a bank account on file for a customer in QuickBooks Payments API. Use when removing a customer's payment method. Returns 204 No Content on success with an empty response body from the API.
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Execute Batch Operation
Execute multiple QuickBooks operations in a single request. Operations are performed serially. Supports create, update, delete, and query operations on QuickBooks entities. Use this action to reduce network latency when performing multiple operations. Each operation is executed in order, and each response is correlated to its request via the bId field. Maximum 30 operations per batch. Ideal for bulk data operations or related entity updates.
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Get Attachable
Tool to read details of a specific attachable by ID in QuickBooks Online. Attachables represent file attachments linked to entities like invoices, customers, or bills.
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Get Balance Sheet Report
Generate a Balance Sheet report showing company assets, liabilities, and equity at a point in time. Use when you need to understand the financial position with what the company owns versus what it owes.
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Get Bank Account
Tool to retrieve a specific bank account by ID from QuickBooks Payments API. Use when you need to get details about a specific payment method for a customer.
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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.
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Get Bill Payment
Tool to retrieve details of a specific bill payment by ID in QuickBooks Online. Use when you need to view information about an existing bill payment.
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Get Changed Entities
Tool to retrieve entities that changed since a specified timestamp using QuickBooks Change Data Capture (CDC) API. Use when you need to sync or refresh local data periodically by fetching only entities modified within the last 30 days. Returns full entity payloads (not just changed attributes) grouped by entity type with up to 1000 entities per response.
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Get Company Info
Tool to read company information from QuickBooks Online. Returns basic company info including name, addresses, fiscal year settings, and subscription status.
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Get Company Preferences
Tool to read company preferences that control application behavior in QuickBooks Online. Use when needing to retrieve accounting settings, sales form configurations, tax preferences, time tracking settings, or other company-wide preference data.
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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.
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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.
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Get Department
Read details of a specific department by ID in QuickBooks Online. Use when you need to retrieve information about a department.
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Get Deposit
Tool to read details of a specific deposit by ID in QuickBooks Online. Use when you need complete deposit information including line items, amounts, and metadata.
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Get Estimate
Tool to fetch a QuickBooks estimate by ID. Use when needing full estimate details including metadata, line items, and sync token.
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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.
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Get Exchange Rate
Tool to get exchange rate for a specific currency code and date in QuickBooks Online. Use when needing to retrieve the current or historical exchange rate between a foreign currency and the company's home currency.
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Get General Ledger Report
Generate a General Ledger report showing all transactions with debits, credits, and running balances. Use when you need a detailed view of all accounting transactions posted to each account.
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Get Inventory Valuation Summary
Generate an Inventory Valuation Summary report showing inventory quantities and their current values. Use when you need to understand inventory asset values, track stock levels, or analyze inventory costs by item.
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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.
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Get Item
Tool to retrieve a specific item by its ID from QuickBooks Online. Use when you need full details of a product or service item.
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Get Journal Entry
Tool to read details of a specific QuickBooks journal entry by ID. Use when you need complete journal entry information including transaction date, line items, posting types, and account references.
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Get Payment
Tool to fetch details of a specific payment by ID in QuickBooks Online. Use when needing payment information including customer, amounts, and linked transactions.
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Get Payment Method
Read details of a specific payment method by ID in QuickBooks Online. Use when you need to retrieve information about a payment method entity.
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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.
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Get Profit and Loss Detail Report
Generate a detailed Profit and Loss report showing company income and expenses with transaction-level details. Use when you need to analyze profitability with individual transaction details, customer/vendor breakdowns, and account-level activity.
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Get Profit and Loss Report
Generate a Profit and Loss report showing company income and expenses over a period. Use when you need to analyze profitability, revenue, costs, and net income for a specific date range.
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Get Purchase
Tool to fetch details of a specific purchase by ID in QuickBooks Online. Use when you need to retrieve complete purchase information including line items, payment details, and metadata.
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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.
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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.
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Get Refund Receipt
Tool to fetch a QuickBooks refund receipt by ID. Use when needing details of a specific refund issued to a customer.
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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.
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Get Report - Account List
Retrieve the AccountList report from QuickBooks showing a list of all accounts. This report displays all account details including name, type, and balance information.
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Get Report - Aged Payable Detail
Generate an aged payable detail report showing aging detail for accounts payable. Use when you need to analyze outstanding vendor bills grouped by aging periods.
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Get Report - Aged Payables
Retrieve an Aged Payables aging summary report from QuickBooks showing outstanding vendor balances grouped by age. Shows amounts owed to vendors categorized by aging periods (e.g., current, 1-30 days, 31-60 days overdue).
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Get Report - Aged Receivable Detail
Generate an aged receivable detail report showing aging detail for accounts receivable. Use when you need to analyze outstanding customer invoices grouped by aging periods.
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Get Report - Cash Flow
Generate a cash flow report in QuickBooks showing cash inflows and outflows categorized by operating, investing, and financing activities. Use when you need to analyze cash movement and liquidity over a specified period.
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Get Report - Class Sales
Generate a ClassSales report in QuickBooks showing sales amounts grouped by class. Use when you need to analyze sales performance by class tracking categories.
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Get Report - Customer Income
Generate a customer income report in QuickBooks showing revenue by customer. Use when you need to analyze income generated from each customer over a specified period.
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Get Report - Customer Sales
Generate a customer sales report in QuickBooks showing sales transactions and totals for customers. Can filter by specific customers, date ranges, and accounting method. Returns a hierarchical report with customer names, IDs, and their sales amounts.
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Get Report - Department Sales
Generate a department sales report in QuickBooks showing sales data broken down by department. Use when you need to analyze sales performance across different departments within a date range. Note: Department tracking must be enabled in the QuickBooks company file for this report to return data.
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Get Report - Item Sales
Generate an ItemSales report showing sales data for products and services. Use when you need to analyze sales performance by item including quantity sold, revenue, COGS, and gross margin.
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Get Report - Trial Balance
Generate a Trial Balance report showing account debits, credits, and balances for a specified period. Use when you need to verify that total debits equal total credits across all accounts for accounting reconciliation.
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Get Reports
Retrieve QuickBooks reports such as TransactionList, BalanceSheet, ProfitAndLoss, and others. Use when you need to access standardized financial or transaction reports with flexible filtering options.
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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.
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Get Sales Receipt 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.
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Get Tax Rate
Tool to read details of a specific tax rate by ID in QuickBooks Online. Use when you need to retrieve information about a tax rate.
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Get Term
Read details of a specific payment term by ID in QuickBooks Online. Terms define payment conditions like Net 30 or Due on Receipt.
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Get Time Activity
Tool to read details of a specific time activity by ID in QuickBooks Online. Returns complete time tracking information including employee/vendor reference, hours worked, billing rate, and associated customer.
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Get Transaction List Report
Get the Transaction List report showing all transactions in the company. Use when you need a comprehensive view of all transactions with flexible filtering by date, customer, vendor, account, or other criteria.
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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.
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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.
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Get Vendor Expenses Report
Retrieve a vendor expenses report from QuickBooks showing expense transactions by vendor. This report displays the total expenses incurred for each vendor, providing a detailed view of vendor-related spending. Filter by specific vendors, date ranges, payment status, and customize with various grouping and sorting options.
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List Cards
Tool to retrieve all payment cards on file for a customer in QuickBooks Payments API. Use when needing to list saved payment methods for a customer.
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List Departments
Query Department entities in QuickBooks using SQL-like syntax. Use when you need to list departments or filter departments by criteria like active status, name patterns, or parent relationships. Supports WHERE clauses, pattern matching (LIKE with %), ORDERBY, and pagination.
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List Invoices
Tool to list invoices via QuickBooks Query endpoint. Use when retrieving invoices with optional pagination and custom fields.
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Query Account Entities
Query Account entities in QuickBooks using SQL-like syntax. IMPORTANT: Queries the Account entity ONLY (chart of accounts). For other entities (Purchase, Invoice, Bill, Payment, etc.), use their respective query actions. NOTE: API returns ALL fields with values regardless of SELECT clause (projections not supported). CRITICAL RESTRICTIONS: Parentheses and OR operator are NOT supported. Use IN operator for multiple values: WHERE AccountType IN ('Bank', 'Credit Card') Supports: WHERE clauses (=, <, >, LIKE, IN), AND operator, pattern matching (%), ORDER BY, pagination (MAXRESULTS up to 1000, STARTPOSITION), COUNT. Common fields: Id, Name, AccountType, AccountSubType, Classification, Active, FullyQualifiedName, CurrentBalance, AcctNum, Description, SubAccount. Examples: - SELECT * FROM Account WHERE AccountType = 'Expense' MAXRESULTS 100 - SELECT * FROM Account WHERE Active = true ORDER BY Name - SELECT * FROM Account WHERE AccountType IN ('Bank', 'Credit Card')
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Query Attachable Entities
Query Attachable entities in QuickBooks using SQL-like syntax. Use when you need to retrieve multiple attachables or search for specific file attachments.
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Query QuickBooks Entities
Execute SQL-like queries on QuickBooks Online entities. Supports all entity types (Customer, Invoice, Bill, Payment, Purchase, Account, etc.) with WHERE clauses, pattern matching, ordering, and pagination. IMPORTANT: Many fields are NOT queryable in WHERE clauses including PrivateNote, AccountRef, CurrencyRef, DepartmentRef, ClassRef, etc. Use queryable fields like Id, TxnDate, PaymentType, DisplayName instead. For non-queryable field filtering, query by date range and filter client-side. See parameter description for full list of queryable vs non-queryable fields. Use entity-specific query tools when available for typed responses.
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Read Account
Read an account in QuickBooks with the given account ID.
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Read Class
Read details of a specific class by ID in QuickBooks Online. Classes allow categorization of transactions.
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Read Customer
Read a customer in QuickBooks with the given customer ID.
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Read Employee
Read an employee's details in QuickBooks with the given employee ID.
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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.
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Read Vendor
Read a vendor in QuickBooks with the given vendor ID.
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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.
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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. Requires the attachable Id and current SyncToken for optimistic locking.
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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. Requires Id and SyncToken from a previous read operation.
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Update Department
Tool to update an existing department in QuickBooks Online. Use when you need to modify department details. Requires the department Id and current SyncToken to prevent concurrent update conflicts.
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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.
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Update Payment Method
Tool to update an existing payment method in QuickBooks Online. Use when you need to modify the name, status, or type of a payment method. Requires the payment method Id and current SyncToken.
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Update Preferences
Update company preferences in QuickBooks Online. Requires Id and SyncToken from a previous read. Use sparse=true for partial updates (only specified fields are changed) or sparse=false/omitted for full replacement.
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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.
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Update Term
Tool to update an existing payment term in QuickBooks Online. Use when you need to modify the name, status, type, or payment conditions of a payment term. Requires the payment term Id and current SyncToken.
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Update Transfer
Tool to update an existing transfer in QuickBooks Online. Use when you need to modify a transfer between accounts. Requires the transfer Id and current SyncToken to prevent concurrent update conflicts.
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Vendor Balance Detail
Generate a balance detail report for a vendor in QuickBooks with the given vendor ID.
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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.
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