QuickBooks

Get a specific bill with line items, payment status, and vendor details

Get company/organization information from QuickBooks Online including name, address, fiscal year, and industry

Get detailed customer record by ID including contact info, balance, and billing address

Get a specific invoice with line items, payment status, and customer details

Get detailed vendor record by ID including contact info, balance, and billing address

List and filter QuickBooks bills by status, date range, vendor ID, and amount

List and search QuickBooks customers with optional filters for search text and active status

List and filter QuickBooks invoices by status, date range, customer ID, and amount

List customer payments and bill payments. Use the paymentType parameter to select 'customer' or 'bill' payments

List and search QuickBooks vendors with optional filters for search text and active status

Execute custom SELECT queries against QuickBooks Online using QuickBooks query language. Prefer the dedicated quickbooks_list_* / quickbooks_get_* / quickbooks_reports tools when they fit; use this only for filters they do not cover.

Generate financial reports including summary, detail, aging, and entity reports. Detail reports support filtering by account, customer, vendor, department, and class for transaction-level data

Update customer or vendor contact information (email, phone, address, notes). Use the entityType parameter to select 'customer' or 'vendor'. Requires write permissions enabled on the connection

Effectively void a bill in QuickBooks Online by setting amount to $0.00 with void annotation. Requires approval from the Finance/Billing key contact via the Escalation Router.

Void an invoice in QuickBooks Online. Requires approval from the Finance/Billing key contact via the Escalation Router. The agent must provide the invoice ID and a reason for voiding.