QuickBooks Online
QuickBooks Online integration · 55 node(s) including 1 trigger.
00Overview
Every field below is exactly what you see in the Flomation editor. Fields marked ● live picker let you choose from a list pulled live from your account — no IDs to look up.
01Connecting QuickBooks Online
QuickBooks Online signs in with a Quickbooks account you connect to Flomation — there is no API key or secret to paste. Connect the account once and every QuickBooks Online node picks it up automatically. Two optional fields let you steer it:
| Field | Type | Details | |
|---|---|---|---|
| QuickBooks Connection | credential | Required | ${credentials.MyQBO} |
${credentials.GOOGLE_DRIVE}), not an environment secret. Leave both fields blank and the node just uses your connected account.02Account
Account: Create
quickbooks/account_create · Action
Create a QuickBooks Online chart-of-accounts account. Returns the account ID and object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Account Name | string | Required | Marketing Expenses |
| Account Type | string | Expense | |
| Account Sub-Type | string | AdvertisingPromotional | |
| Advanced Fields (JSON) | text | {"AcctNum":"6000","Description":"..."} |
Returns: tool_result, id, result, success, error
Account: Get
quickbooks/account_get · Action
Fetch a QuickBooks Online account by ID. Returns the account object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Account ID | string | Required | 33 |
Returns: tool_result, id, result, success, error
Account: Query
quickbooks/account_query · Action
Query QuickBooks Online accounts with SQL-like syntax. Returns matching account rows.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Query (SQL) | string | select * from Account where AccountType = 'Expense' | |
| Where Clause | string | Active = true | |
| Max Results | string | 100 |
Returns: tool_result, id, result, success, error
03Bill
Bill: Create
quickbooks/bill_create · Action
Create a QuickBooks Online bill for a vendor. Returns the bill ID and object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Vendor ID | string | Required | 56 |
| Line Items (JSON array) | text | Required | [{"Amount":100.00,"DetailType":"AccountBasedExpenseLineDetail","AccountBasedExpenseLineDetail":{"AccountRef":{"value":"7"}}}] |
| Transaction Date | string | 2026-07-05 | |
| Due Date | string | 2026-08-05 | |
| Reference / Doc Number | string | ||
| Advanced Fields (JSON) | text | {"PrivateNote":"..."} |
Returns: tool_result, id, result, success, error
Bill: Get
quickbooks/bill_get · Action
Fetch a QuickBooks Online bill by ID. Returns the bill object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Bill ID | string | Required | 145 |
Returns: tool_result, id, result, success, error
Bill: Query
quickbooks/bill_query · Action
Query QuickBooks Online bills with an optional SQL-like statement. Returns matching bills.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Query (SQL) | string | select * from Bill where VendorRef = '56' |
Returns: tool_result, id, result, success, error
04Billpayment
Bill Payment: Create
quickbooks/billpayment_create · Action
Record a QuickBooks Online bill payment to a vendor. Returns the bill payment ID and object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Vendor ID | string | Required | 56 |
| Total Amount | money | Required | 100.00 |
| Pay Type | string | Check — choices: Check, Credit Card | |
| Line Items (JSON array) | text | Required | [{"Amount":100.00,"LinkedTxn":[{"TxnId":"145","TxnType":"Bill"}]}] |
| Transaction Date | string | 2026-07-05 | |
| Advanced Fields (JSON) | text | {"CheckPayment":{"BankAccountRef":{"value":"36"}}} |
Returns: tool_result, id, result, success, error
Bill Payment: Get
quickbooks/billpayment_get · Action
Fetch a QuickBooks Online bill payment by ID. Returns the bill payment object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Bill Payment ID | string | Required | 180 |
Returns: tool_result, id, result, success, error
Bill Payment: Query
quickbooks/billpayment_query · Action
Query QuickBooks Online bill payments with an optional SQL-like statement.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Query (SQL) | string | select * from BillPayment where VendorRef = '56' |
Returns: tool_result, id, result, success, error
05Companyinfo
Company Info: Get
quickbooks/companyinfo_get · Action
Fetch the QuickBooks Online company information. Returns the company profile object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean |
Returns: tool_result, id, result, success, error
06Creditmemo
Credit Memo: Create
quickbooks/creditmemo_create · Action
Create a QuickBooks Online credit memo for a customer with line items. Returns the credit memo ID and object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Customer ID | string | Required | 42 |
| Line Items (JSON array) | text | Required | [{"Amount":100.0,"DetailType":"SalesItemLineDetail","SalesItemLineDetail":{"ItemRef":{"value":"1"}}}] |
| Transaction Date | string | 2026-07-05 | |
| Document Number | string | CM-1001 | |
| Advanced Fields (JSON) | text | {"BillEmail":{"Address":"..."}} |
Returns: tool_result, id, result, success, error
Credit Memo: Get
quickbooks/creditmemo_get · Action
Fetch a QuickBooks Online credit memo by ID. Returns the credit memo object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Credit Memo ID | string | Required | 201 |
Returns: tool_result, id, result, success, error
Credit Memo: Query
quickbooks/creditmemo_query · Action
Query QuickBooks Online credit memos with SQL-like syntax. Returns matching credit memo rows.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Query (SQL) | string | select * from CreditMemo where CustomerRef = '42' | |
| Where Clause | string | CustomerRef = '42' | |
| Max Results | string | 100 |
Returns: tool_result, id, result, success, error
07Customer
Customer: Create
quickbooks/customer_create · Action
Create a QuickBooks Online customer. Returns the customer ID and object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Display Name | string | Required | Ada Lovelace Ltd |
| Company Name | string | ||
| First Name | string | Ada | |
| Last Name | string | Lovelace | |
string | ada@example.com | ||
| Phone | string | +44 20 7946 0000 | |
| Advanced Fields (JSON) | text | {"BillAddr":{"Line1":"...","City":"..."}} |
Returns: tool_result, id, result, success, error
Customer: Get
quickbooks/customer_get · Action
Fetch a QuickBooks Online customer by ID. Returns the customer object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Customer ID | string | Required | 42 |
Returns: tool_result, id, result, success, error
Customer: Query
quickbooks/customer_query · Action
Query QuickBooks Online customers with SQL-like syntax. Returns matching rows.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Query (SQL) | string | select * from Customer where Active = true |
Returns: tool_result, id, result, success, error
Customer: Update
quickbooks/customer_update · Action
Update a QuickBooks Online customer (sparse). Requires ID and sync token.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Customer ID | string | Required | 42 |
| Sync Token | string | Required | 3 |
| Display Name | string | Ada Lovelace Ltd | |
| Company Name | string | ||
| First Name | string | ||
| Last Name | string | ||
string | |||
| Phone | string | ||
| Advanced Fields (JSON) | text | {"Notes":"..."} |
Returns: tool_result, id, result, success, error
08Deposit
Deposit: Create
quickbooks/deposit_create · Action
Create a QuickBooks Online deposit into an account. Returns the deposit ID and object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Deposit To Account ID | string | Required | 35 |
| Lines (JSON array) | text | Required | [{"Amount":100.0,"DetailType":"DepositLineDetail","DepositLineDetail":{"AccountRef":{"value":"79"}}}] |
| Transaction Date | string | 2026-07-05 | |
| Private Note (Memo) | string | ||
| Advanced Fields (JSON) | text | {"CurrencyRef":{"value":"GBP"}} |
Returns: tool_result, id, result, success, error
Deposit: Get
quickbooks/deposit_get · Action
Fetch a QuickBooks Online deposit by ID. Returns the deposit object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Deposit ID | string | Required | 180 |
Returns: tool_result, id, result, success, error
Deposit: Query
quickbooks/deposit_query · Action
Query QuickBooks Online deposits. Supply a WHERE clause or a full SQL query.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| WHERE Clause | string | TxnDate > '2026-01-01' | |
| Max Results | string | 100 | |
| Full SQL Query (overrides WHERE) | text | select * from Deposit |
Returns: tool_result, id, result, success, error
09Employee
Employee: Create
quickbooks/employee_create · Action
Create a QuickBooks Online employee. Returns the employee ID and object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| First Name | string | Required | Ada |
| Last Name | string | Lovelace | |
string | ada@example.com | ||
| Phone | string | +44 20 7946 0000 | |
| Advanced Fields (JSON) | text | {"PrimaryAddr":{"Line1":"...","City":"..."}} |
Returns: tool_result, id, result, success, error
Employee: Get
quickbooks/employee_get · Action
Fetch a QuickBooks Online employee by ID. Returns the employee object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Employee ID | string | Required | 55 |
Returns: tool_result, id, result, success, error
Employee: Query
quickbooks/employee_query · Action
Query QuickBooks Online employees. Supply a WHERE clause or a full SQL query.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| WHERE Clause | string | Active = true | |
| Max Results | string | 100 | |
| Full SQL Query (overrides WHERE) | text | select * from Employee |
Returns: tool_result, id, result, success, error
10Estimate
Estimate: Create
quickbooks/estimate_create · Action
Create a QuickBooks Online estimate for a customer with line items. Returns the estimate ID and object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Customer ID | string | Required | 42 |
| Line Items (JSON array) | text | Required | [{"Amount":100.0,"DetailType":"SalesItemLineDetail","SalesItemLineDetail":{"ItemRef":{"value":"1"}}}] |
| Transaction Date | string | 2026-07-05 | |
| Document Number | string | EST-1001 | |
| Advanced Fields (JSON) | text | {"BillEmail":{"Address":"..."}} |
Returns: tool_result, id, result, success, error
Estimate: Get
quickbooks/estimate_get · Action
Fetch a QuickBooks Online estimate by ID. Returns the estimate object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Estimate ID | string | Required | 145 |
Returns: tool_result, id, result, success, error
Estimate: Query
quickbooks/estimate_query · Action
Query QuickBooks Online estimates with SQL-like syntax. Returns matching estimate rows.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Query (SQL) | string | select * from Estimate where TxnStatus = 'Pending' | |
| Where Clause | string | CustomerRef = '42' | |
| Max Results | string | 100 |
Returns: tool_result, id, result, success, error
11Invoice
Invoice: Create
quickbooks/invoice_create · Action
Create a QuickBooks Online invoice for a customer with line items.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Customer ID | string | Required | 42 |
| Line Items (JSON array) | text | Required | [{"Amount":100.0,"DetailType":"SalesItemLineDetail","SalesItemLineDetail":{"ItemRef":{"value":"1"}}}] |
| Transaction Date | string | 2026-07-05 | |
| Due Date | string | 2026-08-05 | |
| Document Number | string | INV-1001 | |
| Advanced Fields (JSON) | text | {"CustomerMemo":{"value":"Thank you"}} |
Returns: tool_result, id, result, success, error
Invoice: Get
quickbooks/invoice_get · Action
Fetch a QuickBooks Online invoice by ID. Returns the invoice object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Invoice ID | string | Required | 130 |
Returns: tool_result, id, result, success, error
Invoice: Query
quickbooks/invoice_query · Action
Query QuickBooks Online invoices with SQL-like syntax. Returns matching rows.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Query (SQL) | string | select * from Invoice where TotalAmt > 100 |
Returns: tool_result, id, result, success, error
Invoice: Send
quickbooks/invoice_send · Action
Email a QuickBooks Online invoice to the customer or a given address.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Invoice ID | string | Required | 130 |
| Send To (Email) | string | ada@example.com |
Returns: tool_result, id, result, success, error
Invoice: Update
quickbooks/invoice_update · Action
Update a QuickBooks Online invoice (sparse). Requires ID and sync token.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Invoice ID | string | Required | 130 |
| Sync Token | string | Required | 0 |
| Transaction Date | string | ||
| Due Date | string | ||
| Document Number | string | ||
| Line Items (JSON array) | text | [{"Amount":100.0,"DetailType":"SalesItemLineDetail","SalesItemLineDetail":{"ItemRef":{"value":"1"}}}] | |
| Advanced Fields (JSON) | text | {"CustomerMemo":{"value":"Updated"}} |
Returns: tool_result, id, result, success, error
Invoice: Void
quickbooks/invoice_void · Action
Void a QuickBooks Online invoice. Requires ID and sync token.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Invoice ID | string | Required | 130 |
| Sync Token | string | Required | 0 |
Returns: tool_result, id, result, success, error
12Item
Item: Create
quickbooks/item_create · Action
Create a QuickBooks Online item (product or service). Returns the item ID and object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Name | string | Required | Consulting |
| Type | string | Required | Service — choices: Service, Inventory, Non-Inventory |
| Income Account ID | string | Required | 79 |
| Unit Price | money | 150.00 | |
| Advanced Fields (JSON) | text | {"Description":"...","Taxable":true} |
Returns: tool_result, id, result, success, error
Item: Get
quickbooks/item_get · Action
Fetch a QuickBooks Online item by ID. Returns the item object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Item ID | string | Required | 19 |
Returns: tool_result, id, result, success, error
Item: Query
quickbooks/item_query · Action
Query QuickBooks Online items with an optional SQL-like statement. Returns matching items.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Query (SQL) | string | select * from Item where Type = 'Service' |
Returns: tool_result, id, result, success, error
13Journalentry
Journal Entry: Create
quickbooks/journalentry_create · Action
Create a QuickBooks Online journal entry from debit/credit lines. Returns the entry ID and object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Lines (JSON array) | text | Required | [{"Amount":100.0,"DetailType":"JournalEntryLineDetail","JournalEntryLineDetail":{"PostingType":"Debit","AccountRef":{"value":"1"}}}] |
| Transaction Date | string | 2026-07-05 | |
| Document Number | string | ||
| Private Note (Memo) | string | ||
| Advanced Fields (JSON) | text | {"CurrencyRef":{"value":"GBP"}} |
Returns: tool_result, id, result, success, error
Journal Entry: Get
quickbooks/journalentry_get · Action
Fetch a QuickBooks Online journal entry by ID. Returns the entry object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Journal Entry ID | string | Required | 145 |
Returns: tool_result, id, result, success, error
Journal Entry: Query
quickbooks/journalentry_query · Action
Query QuickBooks Online journal entries. Supply a WHERE clause or a full SQL query.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| WHERE Clause | string | TxnDate > '2026-01-01' | |
| Max Results | string | 100 | |
| Full SQL Query (overrides WHERE) | text | select * from JournalEntry |
Returns: tool_result, id, result, success, error
14Payment
Payment: Create
quickbooks/payment_create · Action
Record a QuickBooks Online customer payment. Returns the payment ID and object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Customer ID | string | Required | 21 |
| Total Amount | money | Required | 100.00 |
| Line Items (JSON array) | text | [{"Amount":100.00,"LinkedTxn":[{"TxnId":"96","TxnType":"Invoice"}]}] | |
| Transaction Date | string | 2026-07-05 | |
| Advanced Fields (JSON) | text | {"PrivateNote":"..."} |
Returns: tool_result, id, result, success, error
Payment: Get
quickbooks/payment_get · Action
Fetch a QuickBooks Online customer payment by ID. Returns the payment object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Payment ID | string | Required | 108 |
Returns: tool_result, id, result, success, error
Payment: Query
quickbooks/payment_query · Action
Query QuickBooks Online customer payments with an optional SQL-like statement.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Query (SQL) | string | select * from Payment where CustomerRef = '21' |
Returns: tool_result, id, result, success, error
15Purchaseorder
Purchase Order: Create
quickbooks/purchaseorder_create · Action
Create a QuickBooks Online purchase order for a vendor with line items. Returns the purchase order ID and object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Vendor ID | string | Required | 56 |
| AP Account ID | string | Required | 33 |
| Line Items (JSON array) | text | Required | [{"Amount":100.0,"DetailType":"ItemBasedExpenseLineDetail","ItemBasedExpenseLineDetail":{"ItemRef":{"value":"1"}}}] |
| Transaction Date | string | 2026-07-05 | |
| Document Number | string | PO-1001 | |
| Advanced Fields (JSON) | text | {"ShipAddr":{"Line1":"..."}} |
Returns: tool_result, id, result, success, error
Purchase Order: Get
quickbooks/purchaseorder_get · Action
Fetch a QuickBooks Online purchase order by ID. Returns the purchase order object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Purchase Order ID | string | Required | 78 |
Returns: tool_result, id, result, success, error
Purchase Order: Query
quickbooks/purchaseorder_query · Action
Query QuickBooks Online purchase orders with SQL-like syntax. Returns matching purchase order rows.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Query (SQL) | string | select * from PurchaseOrder where VendorRef = '56' | |
| Where Clause | string | VendorRef = '56' | |
| Max Results | string | 100 |
Returns: tool_result, id, result, success, error
16Query
Query
quickbooks/query · Action
Run a raw QuickBooks Online SQL query against any entity. Returns the whole QueryResponse.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| SQL Query | text | Required | select * from Invoice where TotalAmt > '100' |
Returns: tool_result, id, result, success, error
17Report
Report
quickbooks/report · Action
Fetch a QuickBooks Online report (e.g. ProfitAndLoss, BalanceSheet) with an optional date range.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Report Name | string | Required | ProfitAndLoss |
| Start Date | string | 2026-01-01 | |
| End Date | string | 2026-12-31 |
Returns: tool_result, id, result, success, error
18Salesreceipt
Sales Receipt: Create
quickbooks/salesreceipt_create · Action
Create a QuickBooks Online sales receipt for a customer with line items. Returns the sales receipt ID and object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Customer ID | string | Required | 42 |
| Line Items (JSON array) | text | Required | [{"Amount":100.0,"DetailType":"SalesItemLineDetail","SalesItemLineDetail":{"ItemRef":{"value":"1"}}}] |
| Transaction Date | string | 2026-07-05 | |
| Document Number | string | SR-1001 | |
| Advanced Fields (JSON) | text | {"BillEmail":{"Address":"..."}} |
Returns: tool_result, id, result, success, error
Sales Receipt: Get
quickbooks/salesreceipt_get · Action
Fetch a QuickBooks Online sales receipt by ID. Returns the sales receipt object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Sales Receipt ID | string | Required | 312 |
Returns: tool_result, id, result, success, error
Sales Receipt: Query
quickbooks/salesreceipt_query · Action
Query QuickBooks Online sales receipts with SQL-like syntax. Returns matching sales receipt rows.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Query (SQL) | string | select * from SalesReceipt where CustomerRef = '42' | |
| Where Clause | string | CustomerRef = '42' | |
| Max Results | string | 100 |
Returns: tool_result, id, result, success, error
19Taxcode
Tax Code: Get
quickbooks/taxcode_get · Action
Fetch a QuickBooks Online tax code by ID. Returns the tax code object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Tax Code ID | string | Required | 3 |
Returns: tool_result, id, result, success, error
Tax Code: Query
quickbooks/taxcode_query · Action
Query QuickBooks Online tax codes. Supply a WHERE clause or a full SQL query.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| WHERE Clause | string | Active = true | |
| Max Results | string | 100 | |
| Full SQL Query (overrides WHERE) | text | select * from TaxCode |
Returns: tool_result, id, result, success, error
20Vendor
Vendor: Create
quickbooks/vendor_create · Action
Create a QuickBooks Online vendor. Returns the vendor ID and object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Display Name | string | Required | Acme Supplies Ltd |
| Company Name | string | ||
string | accounts@acme.com | ||
| Phone | string | ||
| Advanced Fields (JSON) | text | {"BillAddr":{"Line1":"...","City":"..."}} |
Returns: tool_result, id, result, success, error
Vendor: Get
quickbooks/vendor_get · Action
Fetch a QuickBooks Online vendor by ID. Returns the vendor object.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Vendor ID | string | Required | 56 |
Returns: tool_result, id, result, success, error
Vendor: Query
quickbooks/vendor_query · Action
Query QuickBooks Online vendors with SQL-like syntax. Returns matching rows.
| Field | Type | Details | |
|---|---|---|---|
| Company (Realm ID) | string | Required | ${credentials.MyQBO.realm_id} |
| Use Sandbox | boolean | ||
| Query (SQL) | string | select * from Vendor where Active = true |
Returns: tool_result, id, result, success, error
21Triggers
QuickBooks Webhook Trigger
trigger/quickbooks_webhook · Trigger
Triggers a flow when a QuickBooks Online entity changes (customer, invoice, payment…)
| Field | Type | Details | |
|---|---|---|---|
| Verifier Token | secret | Required | From the Intuit app's webhooks settings |
| Event Filter | string | Comma-separated, e.g. Customer.Create,Invoice.Update or Customer (blank = all) |
Returns: content, event_type, entity, entity_id, operation, realm_id, last_updated, body, triggered_at
22Notes & Limitations
Behaviours and constraints worth knowing before you build with these nodes.
- Updates, voids and other edits require both the record's ID and its current sync token, so fetch the record first to read the latest token — a stale token will be rejected if the record changed in the meantime.
- Update actions are sparse, meaning only the fields you supply are changed and everything you omit is left untouched rather than blanked out.
- The query actions use QuickBooks' own SQL-like language, which supports simple WHERE filtering but not joins across entities, so plan to look up related records in separate steps.
- A single query returns at most 1000 rows, so use the start-position and result-count options to page through larger result sets.
- Each connection is tied to one QuickBooks company file, so automating multiple companies requires a separate connection for each.
- Voiding an invoice keeps the record in QuickBooks with its numbering intact but zeroes its amounts, rather than removing it entirely.