Connect your own QuickBooks Online company (Intuit OAuth2) to manage invoices, bills, customers, vendors, items, payments, estimates, sales receipts, credit memos, journal entries, and run reports...
What this app can do
16 tools registered
Connect QuickbooksFree
Start connecting your QuickBooks Online company: register your Intuit Developer app's Client ID/Client Secret, then get back a one-time browser authorize_url. Open it, sign in with Intuit, pick a company, and approve access -- QuickBooks redirects back here automatically and the connection finishes itself, no further action needed.
List ConnectionsFree
List the connected QuickBooks Online companies and whether each saved connection still works.
Disconnect QuickbooksFree
Disconnect a QuickBooks Online company: deletes the saved connection. Nothing in QuickBooks itself is changed.
List Entities8 tok
List QuickBooks records of any entity type (Customer, Vendor, Employee, Item, Invoice, Bill, Payment, Estimate, SalesReceipt, CreditMemo, JournalEntry, Purchase, PurchaseOrder, VendorCredit, Deposit, Transfer, Account, Class, Department, TaxCode, Term, Attachable), with an optional WHERE filter fragment.
Get Entity8 tok
Read one QuickBooks record of any entity type in full by its Id (e.g. get one Invoice, Customer, Bill).
Create Entity16 tok
Create a new QuickBooks record of any entity type (e.g. a new Invoice, Customer, Bill, Item, Payment) from a JSON object of its fields exactly as QuickBooks expects.
Update Entity16 tok
Update selected fields of an existing QuickBooks record (sparse update, merged onto the existing entity). Requires the entity's current SyncToken from get_entity -- QuickBooks enforces optimistic concurrency.
Delete Entity16 tok
Delete/void a QuickBooks record. Most QBO transaction entities (Invoice, Bill, Payment, ...) support delete=true instead of true deletion; a handful of master-data entities (Customer, Vendor, Item, Account) cannot be deleted at all by QuickBooks and are instead deactivated via update_entity (set Active=false).
Send Entity16 tok
Email a QuickBooks transaction (Invoice, Estimate, SalesReceipt, CreditMemo) to its customer, or to an override address.
Void Entity16 tok
Void a QuickBooks transaction (e.g. 'Invoice', 'SalesReceipt', 'Payment') -- keeps the record but zeroes its amount, for audit-trail-preserving corrections. Requires the entity's current SyncToken from get_entity.
Run Query16 tok
Run a full QuickBooks SQL-like query against any entity, e.g. "SELECT * FROM Invoice WHERE Balance > '0' ORDERBY TxnDate DESC MAXRESULTS 50". The most flexible way to filter/sort/limit any QuickBooks data.
Run Report16 tok
Run a QuickBooks report by name -- ProfitAndLoss, BalanceSheet, CashFlow, AgedReceivables, AgedPayables, GeneralLedger, TrialBalance, CustomerBalance, VendorBalance, TransactionList -- optionally scoped to a date range and/or grouped by Month/Quarter/Customer/Vendor.
Get Company Info8 tok
Read the connected QuickBooks company's own profile: legal name, country, fiscal year start, address.
Upload Attachment16 tok
Attach a file to an existing QuickBooks transaction (e.g. a receipt PDF to a Bill, a signed contract to an Invoice) by fetching it from a publicly reachable URL and uploading it server-side.
Get Cash Position40 tok
Value-add report: one-glance cash position for the connected company -- bank account balances, total cash, and unpaid/overdue invoice and bill totals, so you see the real financial picture in one call.
Get Overdue Invoices40 tok
Value-add report: flag every unpaid invoice overdue by at least a given number of days, sorted worst-first -- the AR collections list.