QuickBooks

OAuth 2.0 accountingfinance

Connect your agent to QuickBooks Online to manage customers, invoices, bills, payments, and financial reports using OAuth 2.0.

QuickBooks

What you can do

Connect this agent connector to let your agent:

Manage customers and vendors — create, update, list, and retrieve customer and vendor records
Create and manage invoices — create invoices, update line items, void or delete, and send by email
Track bills and payments — create bills from vendors, record bill payments with check or credit card
Handle estimates and purchase orders — create, update, and delete estimates; manage purchase orders
Record journal entries, deposits, and transfers — post journal entries, create deposits, and transfer funds between accounts
Manage items and products — create service and inventory items with pricing and account assignments
Access financial reports — retrieve Profit & Loss, Balance Sheet, Cash Flow, Trial Balance, General Ledger, Aged Payables, and Aged Receivables reports
Manage classes and departments — organize transactions with classes and departments
Work with tax codes — list and retrieve tax codes for accurate tax application

Authentication

This connector uses OAuth 2.0. Scalekit acts as the OAuth client: it redirects your user to QuickBooks, obtains an access token, and automatically refreshes it before it expires. Your agent code never handles tokens directly — you only pass a connectionName and a user identifier.

You supply your Intuit QuickBooks app credentials (Client ID + Secret) once per environment in the Scalekit dashboard.

Before calling this connector from your code, create the QuickBooks connection in AgentKit > Connections and copy the exact Connection name from that connection into your code. The value in code must match the dashboard exactly.

Set up the connector

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:

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.
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.
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.

Code examples

Connect a user’s QuickBooks Online account and make API calls on their behalf — Scalekit handles OAuth and token management automatically. QuickBooks uses a realm_id (company ID) to scope all requests; Scalekit resolves this automatically from the connected account’s OAuth token.

Proxy API calls

Make authenticated requests to any QuickBooks Online API endpoint through the Scalekit proxy.

Node.js
Python

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

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const connectionName = 'quickbooks'; // your connection name from Scalekit dashboard
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const identifier = 'user_123';       // your unique user identifier
6

7
// Get credentials from app.scalekit.com → Developers → Settings → API Credentials
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const scalekit = new ScalekitClient(
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  process.env.SCALEKIT_ENV_URL,
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  process.env.SCALEKIT_CLIENT_ID,
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  process.env.SCALEKIT_CLIENT_SECRET
12
);
13
const actions = scalekit.actions;
14

15
// Authenticate the user (first time only)
16
const { link } = await actions.getAuthorizationLink({
17
  connectionName,
18
  identifier,
19
});
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console.log('Authorize QuickBooks:', link);
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process.stdout.write('Press Enter after authorizing...');
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await new Promise(r => process.stdin.once('data', r));
23

24
// Make a request through the Scalekit proxy
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// realm_id is resolved automatically from the connected account
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const result = await actions.request({
27
  connectionName,
28
  identifier,
29
  path: '/v3/company/{{realm_id}}/query?query=SELECT * FROM Customer MAXRESULTS 10 STARTPOSITION 1',
30
  method: 'GET',
31
});
32
console.log(result);

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

5
connection_name = "quickbooks"  # your connection name from Scalekit dashboard
6
identifier = "user_123"         # your unique user identifier
7

8
# Get credentials from app.scalekit.com → Developers → Settings → API Credentials
9
scalekit_client = scalekit.client.ScalekitClient(
10
    client_id=os.getenv("SCALEKIT_CLIENT_ID"),
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    client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
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    env_url=os.getenv("SCALEKIT_ENV_URL"),
13
)
14
actions = scalekit_client.actions
15

16
# Authenticate the user (first time only)
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link_response = actions.get_authorization_link(
18
    connection_name=connection_name,
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    identifier=identifier
20
)
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print("Authorize QuickBooks:", link_response.link)
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input("Press Enter after authorizing...")
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# Make a request through the Scalekit proxy
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# realm_id is resolved automatically from the connected account
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result = actions.request(
27
    connection_name=connection_name,
28
    identifier=identifier,
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    path="/v3/company/{{realm_id}}/query?query=SELECT * FROM Customer MAXRESULTS 10 STARTPOSITION 1",
30
    method="GET"
31
)
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print(result)

Execute tools

Use executeTool (Node.js) or execute_tool (Python) to call any QuickBooks tool by name with typed parameters.

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const customers = await actions.executeTool({
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  connectionName,
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  identifier,
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  toolName: 'quickbooks_customers_list',
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  parameters: {
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    max_results: 10,
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    start_position: 1,
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  },
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});
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console.log('Customers:', customers);

1
customers = actions.execute_tool(
2
    connection_name=connection_name,
3
    identifier=identifier,
4
    tool_name="quickbooks_customers_list",
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    parameters={
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        "max_results": 10,
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        "start_position": 1,
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    },
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)
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print("Customers:", customers)

Create an invoice

Node.js
Python

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const invoice = await actions.executeTool({
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  connectionName,
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  identifier,
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  toolName: 'quickbooks_invoice_create',
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  parameters: {
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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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});
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console.log('Created invoice ID:', invoice.Invoice?.Id);

1
import json
2

3
invoice = actions.execute_tool(
4
    connection_name=connection_name,
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    identifier=identifier,
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    tool_name="quickbooks_invoice_create",
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    parameters={
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        "CustomerRef": json.dumps({"value": "1"}),
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        "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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            }
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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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)
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print("Created invoice ID:", invoice.get("Invoice", {}).get("Id"))

Scalekit tools

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

Retrieve company information for the connected QuickBooks Online account.

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_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_create Create a new account in QuickBooks Online. 6 params

Create a new account in QuickBooks Online.

Name Type Required Description

Name string required Name of the account.

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

AccountSubType string optional Account sub-type.

Description string optional Description of the account.

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

Active boolean optional Whether the account is active.

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

Id string required The ID of the account to update.

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

Name string required Name of the account.

AccountType string required Account type.

Description string optional Description.

Active boolean optional Whether the account is active.

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_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_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.

GivenName string optional First name.

FamilyName string optional Last name.

CompanyName string optional Company name.

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

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

BillAddr string optional Billing address as JSON object.

Active boolean optional Whether the customer is active.

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

Id string required Customer ID.

SyncToken string required SyncToken from customer_get.

DisplayName string required Display name.

GivenName string optional First name.

FamilyName string optional Last name.

CompanyName string optional Company name.

PrimaryEmailAddr string optional Email as JSON.

Active boolean optional Whether the customer is active.

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_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_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_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.

GivenName string optional First name.

FamilyName string optional Last name.

CompanyName string optional Company name.

PrimaryEmailAddr string optional Email as JSON.

PrimaryPhone string optional Phone as JSON.

Active boolean optional Whether the vendor is active.

quickbooks_vendor_update Update an existing vendor in QuickBooks Online. 6 params

Update an existing vendor in QuickBooks Online.

Name Type Required Description

Id string required Vendor ID.

SyncToken string required SyncToken from vendor_get.

DisplayName string required Display name.

CompanyName string optional Company name.

PrimaryEmailAddr string optional Email as JSON.

Active boolean optional Whether the vendor is active.

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_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_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.

Description string optional Description of the item.

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

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

Active boolean optional Whether the item is active.

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.

SyncToken string required SyncToken from item_get.

Name string required Name of the item.

Type string required Item type.

Description string optional Description.

UnitPrice string optional Unit price as number string.

Active boolean optional Whether the item is active.

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_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_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_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.

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

DocNumber string optional Invoice number.

PrivateNote string optional Internal memo.

EmailStatus string optional Email status: EmailSent or NotSet.

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

quickbooks_invoice_update Update an existing invoice in QuickBooks Online. 8 params

Update an existing invoice in QuickBooks Online.

Name Type Required Description

Id string required Invoice ID.

SyncToken string required SyncToken from invoice_get.

CustomerRef string required Customer reference as JSON.

Line string required Line items as JSON array.

DueDate string optional Due date YYYY-MM-DD.

DocNumber string optional Invoice number.

PrivateNote string optional Internal memo.

EmailStatus string optional Email status.

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_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_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_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_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_create Create a new bill in QuickBooks Online. 5 params

Create a new bill in QuickBooks Online.

Name Type Required Description

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

Line string required Line items as JSON array.

DueDate string optional Due date YYYY-MM-DD.

DocNumber string optional Bill number.

PrivateNote string optional Internal memo.

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.

SyncToken string required SyncToken from bill_get.

VendorRef string required Vendor reference as JSON.

Line string required Line items as JSON array.

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_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_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_payment_create Create a new bill payment in QuickBooks Online. 8 params

Create a new bill payment in QuickBooks Online.

Name Type Required Description

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

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

PayType string required Payment type: Check or CreditCard.

Line string required Linked transactions as JSON array with LinkedTxn.

DocNumber string optional Document/check number.

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"}}`.

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_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_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_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"`.

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

Line string optional Linked transactions as JSON array.

quickbooks_payment_update Update an existing payment in QuickBooks Online. 5 params

Update an existing payment in QuickBooks Online.

Name Type Required Description

Id string required Payment ID.

SyncToken string required SyncToken from payment_get.

CustomerRef string required Customer reference as JSON.

TotalAmt string required Total payment amount as number string.

PaymentRefNum string optional Payment reference number.

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_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_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_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_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_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_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_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_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_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_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_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_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_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_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_order_create Create a new purchase order in QuickBooks Online. 5 params

Create a new purchase order in QuickBooks Online.

Name Type Required Description

VendorRef string required Vendor reference as JSON.

Line string required Line items as JSON array.

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_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_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_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.

TxnDate string optional Transaction date YYYY-MM-DD.

PrivateNote string optional Internal memo.

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_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_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_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

FromAccountRef string required Source account reference as JSON.

ToAccountRef string required Destination account reference as JSON.

Amount string required Transfer amount as number string.

TxnDate string optional Transaction date YYYY-MM-DD.

PrivateNote string optional Internal memo.

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_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_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.

TxnDate string optional Transaction date YYYY-MM-DD.

PrivateNote string optional Internal memo.

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_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_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_credit_create Create a new vendor credit in QuickBooks Online. 4 params

Create a new vendor credit in QuickBooks Online.

Name Type Required Description

VendorRef string required Vendor reference as JSON.

Line string required Line items as JSON array.

DocNumber string optional Vendor credit number.

PrivateNote string optional Internal memo.

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_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_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.

ParentRef string optional Parent class reference as JSON.

Active boolean optional Whether the class is active.

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_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_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.

ParentRef string optional Parent department reference as JSON.

Active boolean optional Whether the department is active.

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_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_employee_create Create a new employee in QuickBooks Online. 6 params

Create a new employee in QuickBooks Online.

Name Type Required Description

GivenName string required Employee first name.

FamilyName string required Employee last name.

DisplayName string optional Display name.

PrimaryEmailAddr string optional Email as JSON.

PrimaryPhone string optional Phone as JSON.

Active boolean optional Whether the employee is active.

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_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_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

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

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

accounting_method string optional Accounting method: Accrual or Cash.

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

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

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

accounting_method string optional Accounting method: Accrual or Cash.

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

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

end_date string optional Report end 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

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

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

accounting_method string optional Accounting method: Accrual or Cash.

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

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

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

accounting_method string optional Accounting method: Accrual or Cash.

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

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

due_date string optional Due date filter 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

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

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

QuickBooks

QuickBooks

What you can do

Authentication

Create a QuickBooks app

Set up auth redirects

Add credentials in Scalekit

Proxy API calls

Execute tools

List customers

Create an invoice

Scalekit tools

Tool list