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Accounting

QuickBooks Online

QuickBooks Online is Intuit's small-business accounting product — customers, invoices, bills, payments and the chart of accounts for one company.

Authentication

  • OAuth 2.0 (Authorization Code + PKCE)

Actions

Generic API request. Call any QuickBooks Online API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.

  • Create billCreate a Bill (POST /v3/company/{realmId}/bill, JSON body).
  • Create customerCreate a Customer (POST /v3/company/{realmId}/customer, JSON body).
  • Create invoiceCreate an Invoice (POST /v3/company/{realmId}/invoice, JSON body).
  • Create itemCreate an Item (POST /v3/company/{realmId}/item, JSON body).
  • Create paymentCreate a Payment (POST /v3/company/{realmId}/payment, JSON body).
  • Get A/P aging summary reportRun QuickBooks' A/P Aging Summary report — what the company still owes each vendor, split into Current, 1 - 30, 31 - 60, 61 - 90 and 91-and-over days past due, with totals, as QuickBooks itself ages it; a cell can be negative.
  • Get A/R aging summary reportRun QuickBooks' A/R Aging Summary report — what each customer still owes, split into Current, 1 - 30, 31 - 60, 61 - 90 and 91-and-over days past due, with totals, as QuickBooks itself ages it; a cell can be negative.
  • Get balance sheet reportRun QuickBooks' Balance Sheet report — assets, liabilities and equity as of the end of a period, as QuickBooks itself computes them, including for a past date (account CurrentBalance is only ever today's).
  • Get company infoRetrieve the connected company's profile (GET /v3/company/{realmId}/companyinfo/{realmId}).
  • Get customerRead one QuickBooks Customer by Id.
  • Get invoiceRead one QuickBooks Invoice by Id to check what is still owed on it.
  • Get profit and loss reportRun QuickBooks' Profit and Loss (income statement) report for a period — income, cost of goods sold, expenses and net income as QuickBooks itself computes them, never a sum of transactions.
  • QueryRun a QuickBooks SQL-like query (GET /v3/company/{realmId}/query?query=<statement>).
  • Update customer (sparse)DestructiveSparse-update a Customer (POST /v3/company/{realmId}/customer with Id, SyncToken and sparse:true).

Triggers

  • New or updated recordStarts when a record of the configured QuickBooks entity type (Invoice, Customer, Bill, and similar) is created or changed in the connected company.

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