QuickBooks Online

Configure QuickBooks Online credentials. Call this when the user provides their Intuit Developer app credentials. WORKFLOW: 1. Go to https://developer.intuit.com/ and create an app (or use existing) 2. Get the Client ID and Client Secret from the app's Keys & credentials page 3. Add http://localhost:8000/callback as a Redirect URI 4. Use the OAuth Playground or your app's auth flow to obtain a Refresh Token 5. Find your Company ID (Realm ID) in the URL when logged into QuickBooks Online COMMON MISTAKES: - Refresh tokens expire after 100 days of inactivity — re-authenticate if you get auth errors - The Realm ID is NOT the same as the Client ID — it's your company identifier - Sandbox and Production use different credentials

Create a new bill (accounts payable) in QuickBooks Online. Example: { "vendorId": "123", "lines": [{ "description": "Office supplies", "amount": 250, "accountId": "456" }] } WORKFLOW: 1. Use list_quickbooks_vendors to find the vendor ID 2. Use list_quickbooks_accounts to find expense account IDs 3. Create with line items

Create a new customer in QuickBooks Online. Example: { "displayName": "Acme Corp" } Example: { "displayName": "Jane Smith", "email": "[email protected]", "phone": "555-1234" }

Create a new invoice in QuickBooks Online. Example: { "customerId": "123", "lines": [{ "description": "Consulting services", "amount": 1500 }] } WORKFLOW: 1. Use list_quickbooks_customers to find the customer ID 2. Create with line items (description + amount required) 3. Optionally set dueDate and memo COMMON MISTAKES: - customerId is required (use list_quickbooks_customers to find it) - Each line needs at least description and amount - Dates use YYYY-MM-DD format

Create a new vendor in QuickBooks Online. Example: { "displayName": "Office Depot" } Example: { "displayName": "AWS", "email": "[email protected]", "companyName": "Amazon Web Services" }

Get a single QuickBooks entity by type and ID. Example: { "entityType": "Invoice", "entityId": "123" } Supported entity types: Account, Bill, BillPayment, Customer, Employee, Estimate, Invoice, Item, JournalEntry, Purchase, Vendor

List chart of accounts from QuickBooks Online. Returns: Id, Name, AccountType, AccountSubType, CurrentBalance, Active. Example: {} Example: { "accountType": "Expense" } Account types: Bank, Accounts Receivable, Other Current Asset, Fixed Asset, Other Asset, Accounts Payable, Credit Card, Other Current Liability, Long Term Liability, Equity, Income, Cost of Goods Sold, Expense, Other Income, Other Expense.

List bills (accounts payable) from QuickBooks Online. Returns: Id, DocNumber, TxnDate, DueDate, Balance, TotalAmt, VendorRef. Example: {} Example: { "vendorId": "123" }

List customers from QuickBooks Online. Returns: Id, DisplayName, PrimaryEmailAddr, PrimaryPhone, Balance, Active. Example: {} Example: { "active": true } Example: { "searchTerm": "Smith" }

List employees from QuickBooks Online. Returns: Id, DisplayName, PrimaryEmailAddr, PrimaryPhone, Active. Example: {}

List invoices from QuickBooks Online. Returns: Id, DocNumber, TxnDate, DueDate, Balance, TotalAmt, CustomerRef, Line items. Example: {} Example: { "status": "unpaid" } Example: { "customerId": "123" } WORKFLOW: 1. Call with no args to see recent invoices 2. Filter by status (unpaid/paid/overdue) or customer 3. Use get_quickbooks_entity for full invoice details

List vendors from QuickBooks Online. Returns: Id, DisplayName, PrimaryEmailAddr, PrimaryPhone, Balance, Active. Example: {} Example: { "searchTerm": "Office" }

Run a QuickBooks query using the QuickBooks Query Language. Returns matching entities. QuickBooks uses a SQL-like query language. Example: { "query": "SELECT * FROM Invoice WHERE Balance > '0' ORDERBY DueDate" } Example: { "query": "SELECT * FROM Customer WHERE Active = true" } WORKFLOW: 1. Use this for flexible searches across any entity type 2. Entity names are PascalCase: Invoice, Customer, Vendor, Bill, Employee, etc. 3. String values use single quotes, dates use 'YYYY-MM-DD' format COMMON MISTAKES: - Entity names are case-sensitive PascalCase (Invoice, not invoice) - Use single quotes for string/date values, not double quotes - LIKE operator uses % wildcard: DisplayName LIKE '%Smith%'