QuickBooks Online

OCI · GHCR.IO/WYRE-TECHNOLOGY/QBO-MCP:V1.6.4 · SCANNED AUG 22

MCP server for QuickBooks Online — accounts, customers, invoices, bills, and reports.

Available components

oci · ghcr.io/wyre-technology/qbo-mcp:v1.6.4 41

41 41 Trust /100

Trust breakdown (6 categories)

How this component scores in each security and reliability category. Every signal is checked automatically from public evidence about the published package, including repeated runs of it in an isolated sandbox, and we only credit what we can confirm. How we score →

Supply Chain Security0

Malware scan not yet available for this package.Unverified
Known CVEs could not be checked: this artifact ships no SBOM, so there is no dependency list to read. Publishing one would let us assess it.Unverified
Install-script risk not yet assessed.Unverified
Dependency health could not be checked: this artifact ships no SBOM, so there is no dependency list to read. Publishing one would let us assess it.Unverified

Provenance & Transparency45

Source repository is publicly reachable at the declared URL. View diagnostics → Pass
Provenance check failed: no build-provenance attestation is published. See how to fix → View diagnostics → Fail
Clear OSI-approved license (Apache-2.0).Pass
Actively maintained (last published 0 days ago).Pass
Disclosure check failed: no security disclosure policy was found in the source repository. See how to fix → Fail

Schema Quality & AI Usability85

100% of prompts and resources have a non-trivial description (not blank, and not just the item's name).Pass
AI-judged instruction clarity (excellent).Pass
Context-footprint check failed: tool/resource definitions use about 15575 tokens (~116/item across 134 items; 133 tools + 1 resources), over budget; trim descriptions and params. See how to fix → Fail
Usage-examples check failed: none of the tools include examples. See how to fix → Fail

Stability & Change Management0

Stability not yet verified: not enough scan history yet (needs a 30-day window).Unverified

Tool Coverage100

100% of tools have a non-trivial description (not blank, and not just the tool's name).Pass
100% of tool parameters carry a description.Pass

Capabilities100

Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.Pass
Supports UI / widget rendering.Pass

Unverified: 2 categories

Categories scored 0 because we could not verify them: a data source with nothing on this package, evidence we could not reach, or a check we could not run. We only credit what we can confirm.

Install

Add this component to your MCP client. Where a client-specific snippet is available, pick your client below and copy it straight into your config; otherwise use the connection detail shown.

oci · ghcr.io/wyre-technology/qbo-mcp:v1.6.4

Claude Codex opencode Hermes Other

# add to Claude Code

claude mcp add wyre-technology-qbo-mcp -- docker run --rm -i ghcr.io/wyre-technology/qbo-mcp:v1.6.4

# add to Codex CLI

codex mcp add wyre-technology-qbo-mcp -- docker run --rm -i ghcr.io/wyre-technology/qbo-mcp:v1.6.4

// opencode.json

{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "wyre-technology-qbo-mcp": {
      "type": "local",
      "command": [
        "docker",
        "run",
        "--rm",
        "-i",
        "ghcr.io/wyre-technology/qbo-mcp:v1.6.4"
      ],
      "enabled": true
    }
  }
}

# ~/.hermes/config.yaml

mcp_servers:
  wyre-technology-qbo-mcp:
    command: "docker"
    args: ["run", "--rm", "-i", "ghcr.io/wyre-technology/qbo-mcp:v1.6.4"]

// mcp.json

{
  "mcpServers": {
    "wyre-technology-qbo-mcp": {
      "command": "docker",
      "args": [
        "run",
        "--rm",
        "-i",
        "ghcr.io/wyre-technology/qbo-mcp:v1.6.4"
      ]
    }
  }
}

Changelog

Every change we have recorded for this component, newest first. Security-relevant changes are always shown. ▲ marks a change for the better, ▼ a change for the worse; unmarked changes are neutral.

21 Aug 26 41

First indexed and scored.

Diagnostics

Diagnostic detail from the automated scan of this channel: what the scanner observed at each step, so you can see exactly where a check passed or failed. It is informational only and never changes the trust score.

Captured 22 Aug 2026 · Analysed oci/ghcr.io/wyre-technology/qbo-mcp:v1.6.4

Provenance No attestation

The registry publishes no build provenance for this version, so there is nothing to verify.

Result	No attestation
Ecosystem	oci
Reason	No attestation published

MCP tools · 133 exposed · ~15,557 tokens

The tools this component advertises to a client, with an estimated token cost for each. Expand a tool to see its parameters and schema. The per-tool counts are indicative and are not scored directly; the schema's total context footprint is one signal in Schema Quality & AI Usability.

Tool Tokens

qbo_estimates_list ~116

List Estimate records in QuickBooks Online with pagination and optional TxnDate range.

Input Output Examples

Name	Type	Req	Description
endDate	string	–	Filter to records on or before this TxnDate (YYYY-MM-DD)
maxResults	number	–	Maximum number of results to return (default: 100, max: 1000)
startDate	string	–	Filter to records on or after this TxnDate (YYYY-MM-DD)
startPosition	number	–	Starting position for pagination (1-based, default: 1)

No output schema declared.

No examples provided.

qbo_estimates_update ~269

Sparse-update an existing Estimate record. Only provided fields are changed; Id and SyncToken are required.

Input Output Examples

Name	Type	Req	Description
AcceptedBy	string	–	Name of the customer contact who accepted
AcceptedDate	string	–	Acceptance date
BillEmail	object	–	Email address, e.g. {"Address": "customer@example.com"}
CustomerMemo	object	–	Memo visible to customer, e.g. {"value": "Thank you"}
CustomerRef	object	yes	Customer being quoted, e.g. {"value": "123"}
DocNumber	string	–	Estimate number
ExpirationDate	string	–	Expiration date
Line	array	yes	Quote lines: {Amount, DetailType: "SalesItemLineDetail", SalesItemLineDetail: {ItemRef, Qty, UnitPrice}}.
PrivateNote	string	–	Private internal note
SyncToken	string	yes	Current SyncToken of the record (required by QBO for sparse updates; fetch the record first to obtain it)
TxnDate	string	–	Estimate date (YYYY-MM-DD)
TxnStatus	string	–	Status: "Pending", "Accepted", "Rejected", or "Closed"
estimateId	string	yes	The Estimate ID to update

No output schema declared.

No examples provided.

qbo_expenses_get_bill ~46

Get detailed information about a specific bill by its ID. Returns full bill details including line items and vendor info.

Input Output Examples

Name	Type	Req	Description
billId	string	yes	The unique bill ID

No output schema declared.

No examples provided.

qbo_expenses_get_purchase ~46

Get detailed information about a specific purchase by its ID. Returns full purchase details including line items and vendor info.

Input Output Examples

Name	Type	Req	Description
purchaseId	string	yes	The unique purchase ID

No output schema declared.

No examples provided.

qbo_expenses_list_bills ~111

List bills (accounts payable) in QuickBooks Online with pagination.

Input Output Examples

Name	Type	Req	Description
endDate	string	–	Filter bills on or before this date (YYYY-MM-DD format)
maxResults	number	–	Maximum number of results to return (default: 100, max: 1000)
startDate	string	–	Filter bills on or after this date (YYYY-MM-DD format)
startPosition	number	–	Starting position for pagination (1-based, default: 1)

No output schema declared.

No examples provided.

qbo_expenses_list_purchases ~116

List purchases (expenses/checks/credit card charges) in QuickBooks Online with pagination.

Input Output Examples

Name	Type	Req	Description
endDate	string	–	Filter purchases on or before this date (YYYY-MM-DD format)
maxResults	number	–	Maximum number of results to return (default: 100, max: 1000)
startDate	string	–	Filter purchases on or after this date (YYYY-MM-DD format)
startPosition	number	–	Starting position for pagination (1-based, default: 1)

No output schema declared.

No examples provided.

qbo_invoices_create ~177

Create a new Invoice record in QuickBooks Online.

Input Output Examples

Name	Type	Req	Description
BillEmail	object	–	Email address to send the invoice to, e.g. {"Address": "customer@example.com"}
CustomerMemo	object	–	Memo visible to customer, e.g. {"value": "Thank you for your business"}
CustomerRef	object	yes	Customer reference object, e.g. {"value": "123"} where value is the customer ID
DueDate	string	–	Due date (YYYY-MM-DD)
Line	array	yes	Array of line items. Each line should have Amount, DetailType ("SalesItemLineDetail"), and SalesItemLineDetail with ItemRef.
PrivateNote	string	–	Private note (not visible to customer)
TxnDate	string	–	Transaction date (YYYY-MM-DD)

No output schema declared.

No examples provided.

qbo_invoices_get ~32

Get a specific Invoice record by its ID.

Input Output Examples

Name	Type	Req	Description
invoiceId	string	yes	The unique Invoice ID

No output schema declared.

No examples provided.

qbo_invoices_list ~125

List invoices in QuickBooks Online with pagination and optional filters for status and date range.

Input Output Examples

Name	Type	Req	Description
endDate	string	–	Filter invoices on or before this date (YYYY-MM-DD format)
maxResults	number	–	Maximum number of results to return (default: 100, max: 1000)
startDate	string	–	Filter invoices on or after this date (YYYY-MM-DD format)
startPosition	number	–	Starting position for pagination (1-based, default: 1)
status	string	–	Filter invoices by balance status

No output schema declared.

No examples provided.

qbo_invoices_send ~64

Send an invoice by email. The invoice must already exist in QuickBooks Online.

Input Output Examples

Name	Type	Req	Description
email	string	–	Override email address to send to (optional, uses invoice BillEmail if not specified)
invoiceId	string	yes	The unique invoice ID to send

No output schema declared.

No examples provided.

qbo_items_create ~245

Create a new Item record in QuickBooks Online.

Input Output Examples

Name	Type	Req	Description
AssetAccountRef	object	–	Asset account reference, required for Inventory items, e.g. {"value": "81"}
Description	string	–	Sales description
ExpenseAccountRef	object	–	Expense or COGS account reference, e.g. {"value": "80"} (required for Inventory and NonInventory items)
IncomeAccountRef	object	–	Income account reference, e.g. {"value": "79"} (required for Inventory and Service items)
InvStartDate	string	–	Inventory start date (YYYY-MM-DD, Inventory items only)
Name	string	yes	Item name (required, must be unique)
PurchaseCost	number	–	Default purchase cost
PurchaseDesc	string	–	Purchase-side description
QtyOnHand	number	–	Initial on-hand quantity (Inventory items only)
Taxable	boolean	–	Whether the item is taxable on sales
Type	string	–	Item type: Inventory, NonInventory, or Service. Required on create unless QBO infers it.
UnitPrice	number	–	Default sales price

No output schema declared.

No examples provided.

qbo_items_get ~31

Get a specific Item record by its ID.

Input Output Examples

Name	Type	Req	Description
itemId	string	yes	The unique Item ID

No output schema declared.

No examples provided.

qbo_items_list ~65

List Item records in QuickBooks Online with pagination.

Input Output Examples

Name	Type	Req	Description
maxResults	number	–	Maximum number of results to return (default: 100, max: 1000)
startPosition	number	–	Starting position for pagination (1-based, default: 1)

No output schema declared.

No examples provided.

qbo_items_search ~80

Search Item records by Name (LIKE match).

Input Output Examples

Name	Type	Req	Description
maxResults	number	–	Maximum number of results to return (default: 100, max: 1000)
startPosition	number	–	Starting position for pagination (1-based, default: 1)
term	string	yes	Search term matched against Name with LIKE '%term%'

No output schema declared.

No examples provided.

qbo_items_update ~298

Sparse-update an existing Item record. Only provided fields are changed; Id and SyncToken are required.

Input Output Examples

Name	Type	Req	Description
AssetAccountRef	object	–	Asset account reference, required for Inventory items, e.g. {"value": "81"}
Description	string	–	Sales description
ExpenseAccountRef	object	–	Expense or COGS account reference, e.g. {"value": "80"} (required for Inventory and NonInventory items)
IncomeAccountRef	object	–	Income account reference, e.g. {"value": "79"} (required for Inventory and Service items)
InvStartDate	string	–	Inventory start date (YYYY-MM-DD, Inventory items only)
Name	string	yes	Item name (required, must be unique)
PurchaseCost	number	–	Default purchase cost
PurchaseDesc	string	–	Purchase-side description
QtyOnHand	number	–	Initial on-hand quantity (Inventory items only)
SyncToken	string	yes	Current SyncToken of the record (required by QBO for sparse updates; fetch the record first to obtain it)
Taxable	boolean	–	Whether the item is taxable on sales
Type	string	–	Item type: Inventory, NonInventory, or Service. Required on create unless QBO infers it.
UnitPrice	number	–	Default sales price
itemId	string	yes	The Item ID to update

No output schema declared.

No examples provided.

qbo_journal_entries_create ~159

Create a new JournalEntry record in QuickBooks Online.

Input Output Examples

Name	Type	Req	Description
Adjustment	boolean	–	Whether this is an adjusting journal entry
DocNumber	string	–	Reference number for the journal entry
Line	array	yes	Array of journal entry lines. Each line: {Amount, DetailType: "JournalEntryLineDetail", JournalEntryLineDetail: {PostingType: "Debit"\|"Credit", AccountRef: {value: "id"}, Entity?: {EntityRef: {value,…
PrivateNote	string	–	Private memo (not visible on reports)
TxnDate	string	–	Transaction date (YYYY-MM-DD); defaults to today if omitted

No output schema declared.

No examples provided.

qbo_journal_entries_get ~36

Get a specific JournalEntry record by its ID.

Input Output Examples

Name	Type	Req	Description
journalEntryId	string	yes	The unique JournalEntry ID

No output schema declared.

No examples provided.

qbo_journal_entries_list ~118

List JournalEntry records in QuickBooks Online with pagination and optional TxnDate range.

Input Output Examples

Name	Type	Req	Description
endDate	string	–	Filter to records on or before this TxnDate (YYYY-MM-DD)
maxResults	number	–	Maximum number of results to return (default: 100, max: 1000)
startDate	string	–	Filter to records on or after this TxnDate (YYYY-MM-DD)
startPosition	number	–	Starting position for pagination (1-based, default: 1)

No output schema declared.

No examples provided.

qbo_journal_entries_update ~214

Sparse-update an existing JournalEntry record. Only provided fields are changed; Id and SyncToken are required.

Input Output Examples

Name	Type	Req	Description
Adjustment	boolean	–	Whether this is an adjusting journal entry
DocNumber	string	–	Reference number for the journal entry
Line	array	yes	Array of journal entry lines. Each line: {Amount, DetailType: "JournalEntryLineDetail", JournalEntryLineDetail: {PostingType: "Debit"\|"Credit", AccountRef: {value: "id"}, Entity?: {EntityRef: {value,…
PrivateNote	string	–	Private memo (not visible on reports)
SyncToken	string	yes	Current SyncToken of the record (required by QBO for sparse updates; fetch the record first to obtain it)
TxnDate	string	–	Transaction date (YYYY-MM-DD); defaults to today if omitted
journalEntryId	string	yes	The JournalEntry ID to update

No output schema declared.

No examples provided.

qbo_navigate ~628

Discover available QuickBooks Online tools by domain. Returns tool names and descriptions for the selected domain. All tools are callable at any time — this is a help/discovery aid, not a prerequisite.

Input Output Examples

Name	Type	Req	Description
domain	string	yes	The domain to explore: - customers: Customer management - list, get, create, and search customers - invoices: Invoice management - list, get, create invoices and send them by email - payments: Paymen…

No output schema declared.

No examples provided.

qbo_payment_methods_create ~79

Create a new PaymentMethod record in QuickBooks Online.

Input Output Examples

Name	Type	Req	Description
Active	boolean	–	Whether the method is active
Name	string	yes	Payment method name, e.g. "Visa" or "Check"
Type	string	–	Card type for credit-card methods: "CREDIT_CARD" or "NON_CREDIT_CARD"

No output schema declared.

No examples provided.

qbo_payment_methods_get ~35

Get a specific PaymentMethod record by its ID.

Input Output Examples

Name	Type	Req	Description
paymentMethodId	string	yes	The unique PaymentMethod ID

No output schema declared.

No examples provided.

qbo_payment_methods_list ~67

List PaymentMethod records in QuickBooks Online with pagination.

Input Output Examples

Name	Type	Req	Description
maxResults	number	–	Maximum number of results to return (default: 100, max: 1000)
startPosition	number	–	Starting position for pagination (1-based, default: 1)

No output schema declared.

No examples provided.

qbo_payment_methods_search ~82

Search PaymentMethod records by Name (LIKE match).

Input Output Examples

Name	Type	Req	Description
maxResults	number	–	Maximum number of results to return (default: 100, max: 1000)
startPosition	number	–	Starting position for pagination (1-based, default: 1)
term	string	yes	Search term matched against Name with LIKE '%term%'

No output schema declared.

No examples provided.

qbo_payment_methods_update ~134

Sparse-update an existing PaymentMethod record. Only provided fields are changed; Id and SyncToken are required.

Input Output Examples

Name	Type	Req	Description
Active	boolean	–	Whether the method is active
Name	string	yes	Payment method name, e.g. "Visa" or "Check"
SyncToken	string	yes	Current SyncToken of the record (required by QBO for sparse updates; fetch the record first to obtain it)
Type	string	–	Card type for credit-card methods: "CREDIT_CARD" or "NON_CREDIT_CARD"
paymentMethodId	string	yes	The PaymentMethod ID to update

No output schema declared.

No examples provided.

qbo_payments_create ~142

Create a new Payment record in QuickBooks Online.

Input Output Examples

Name	Type	Req	Description
CustomerRef	object	yes	Customer reference object, e.g. {"value": "123"} where value is the customer ID
Line	array	–	Array of LinkedTxn entries linking this payment to invoices, e.g. [{Amount: 100, LinkedTxn: [{TxnId: '5', TxnType: 'Invoice'}]}]
PaymentMethodRef	object	–	Payment method reference object, e.g. {"value": "1"}
TotalAmt	number	yes	Total payment amount
TxnDate	string	–	Transaction date (YYYY-MM-DD format)

No output schema declared.

No examples provided.

qbo_payments_get ~32

Get a specific Payment record by its ID.

Input Output Examples

Name	Type	Req	Description
paymentId	string	yes	The unique Payment ID

No output schema declared.

No examples provided.

qbo_payments_list ~116

List Payment records in QuickBooks Online with pagination and optional TxnDate range.

Input Output Examples

Name	Type	Req	Description
endDate	string	–	Filter to records on or before this TxnDate (YYYY-MM-DD)
maxResults	number	–	Maximum number of results to return (default: 100, max: 1000)
startDate	string	–	Filter to records on or after this TxnDate (YYYY-MM-DD)
startPosition	number	–	Starting position for pagination (1-based, default: 1)

No output schema declared.

No examples provided.

qbo_purchase_orders_create ~186

Create a new PurchaseOrder record in QuickBooks Online.

Input Output Examples

Name	Type	Req	Description
DocNumber	string	–	PO number
DueDate	string	–	Expected delivery date
Line	array	yes	PO lines, same shape as Bill.Line: {Amount, DetailType, AccountBasedExpenseLineDetail \| ItemBasedExpenseLineDetail}.
Memo	string	–	Memo printed on the PO
POStatus	string	–	Status: "Open" or "Closed"
PrivateNote	string	–	Private internal note
ShipAddr	object	–	Ship-to address (Line1, City, CountrySubDivisionCode, PostalCode)
TxnDate	string	–	PO date (YYYY-MM-DD)
VendorAddr	object	–	Vendor address override
VendorRef	object	yes	Vendor receiving the PO, e.g. {"value": "56"}

No output schema declared.

No examples provided.

qbo_purchase_orders_get ~35

Get a specific PurchaseOrder record by its ID.

Input Output Examples

Name	Type	Req	Description
purchaseOrderId	string	yes	The unique PurchaseOrder ID

No output schema declared.

No examples provided.

qbo_purchase_orders_list ~117

List PurchaseOrder records in QuickBooks Online with pagination and optional TxnDate range.

Input Output Examples

Name	Type	Req	Description
endDate	string	–	Filter to records on or before this TxnDate (YYYY-MM-DD)
maxResults	number	–	Maximum number of results to return (default: 100, max: 1000)
startDate	string	–	Filter to records on or after this TxnDate (YYYY-MM-DD)
startPosition	number	–	Starting position for pagination (1-based, default: 1)

No output schema declared.

No examples provided.

qbo_purchase_orders_update ~241

Sparse-update an existing PurchaseOrder record. Only provided fields are changed; Id and SyncToken are required.

Input Output Examples

Name	Type	Req	Description
DocNumber	string	–	PO number
DueDate	string	–	Expected delivery date
Line	array	yes	PO lines, same shape as Bill.Line: {Amount, DetailType, AccountBasedExpenseLineDetail \| ItemBasedExpenseLineDetail}.
Memo	string	–	Memo printed on the PO
POStatus	string	–	Status: "Open" or "Closed"
PrivateNote	string	–	Private internal note
ShipAddr	object	–	Ship-to address (Line1, City, CountrySubDivisionCode, PostalCode)
SyncToken	string	yes	Current SyncToken of the record (required by QBO for sparse updates; fetch the record first to obtain it)
TxnDate	string	–	PO date (YYYY-MM-DD)
VendorAddr	object	–	Vendor address override
VendorRef	object	yes	Vendor receiving the PO, e.g. {"value": "56"}
purchaseOrderId	string	yes	The PurchaseOrder ID to update

No output schema declared.

No examples provided.

qbo_purchases_create ~181

Create a new Purchase record in QuickBooks Online.

Input Output Examples

Name	Type	Req	Description
AccountRef	object	yes	Bank, credit card, or cash account the purchase was paid from, e.g. {"value": "35"}
DocNumber	string	–	Reference number
EntityRef	object	–	Optional payee reference, e.g. {"value": "56", "type": "Vendor"} or with type "Customer"/"Employee"
Line	array	yes	Expense lines, same shape as Bill.Line: {Amount, DetailType: "AccountBasedExpenseLineDetail" \| "ItemBasedExpenseLineDetail", ...}.
PaymentType	string	yes	Payment method: "Cash", "Check", or "CreditCard"
PrivateNote	string	–	Private note
TxnDate	string	–	Purchase date (YYYY-MM-DD)

No output schema declared.

No examples provided.

qbo_purchases_get ~32

Get a specific Purchase record by its ID.

Input Output Examples

Name	Type	Req	Description
purchaseId	string	yes	The unique Purchase ID

No output schema declared.

No examples provided.

qbo_purchases_list ~116

List Purchase records in QuickBooks Online with pagination and optional TxnDate range.

Input Output Examples

Name	Type	Req	Description
endDate	string	–	Filter to records on or before this TxnDate (YYYY-MM-DD)
maxResults	number	–	Maximum number of results to return (default: 100, max: 1000)
startDate	string	–	Filter to records on or after this TxnDate (YYYY-MM-DD)
startPosition	number	–	Starting position for pagination (1-based, default: 1)

No output schema declared.

No examples provided.

qbo_purchases_update ~234

Sparse-update an existing Purchase record. Only provided fields are changed; Id and SyncToken are required.

Input Output Examples

Name	Type	Req	Description
AccountRef	object	yes	Bank, credit card, or cash account the purchase was paid from, e.g. {"value": "35"}
DocNumber	string	–	Reference number
EntityRef	object	–	Optional payee reference, e.g. {"value": "56", "type": "Vendor"} or with type "Customer"/"Employee"
Line	array	yes	Expense lines, same shape as Bill.Line: {Amount, DetailType: "AccountBasedExpenseLineDetail" \| "ItemBasedExpenseLineDetail", ...}.
PaymentType	string	yes	Payment method: "Cash", "Check", or "CreditCard"
PrivateNote	string	–	Private note
SyncToken	string	yes	Current SyncToken of the record (required by QBO for sparse updates; fetch the record first to obtain it)
TxnDate	string	–	Purchase date (YYYY-MM-DD)
purchaseId	string	yes	The Purchase ID to update

No output schema declared.

No examples provided.

qbo_refund_receipts_create ~181

Create a new RefundReceipt record in QuickBooks Online.

Input Output Examples

Name	Type	Req	Description
CustomerMemo	object	–	Memo visible to customer
CustomerRef	object	yes	Customer receiving the refund, e.g. {"value": "123"}
DepositToAccountRef	object	yes	Account the refund is drawn from, e.g. {"value": "35"} (required)
DocNumber	string	–	Refund number
Line	array	yes	Refund lines, same shape as Invoice.Line: {Amount, DetailType: "SalesItemLineDetail", SalesItemLineDetail: {ItemRef}}.
PaymentMethodRef	object	–	Payment method used to issue refund, e.g. {"value": "1"}
PrivateNote	string	–	Private note
TxnDate	string	–	Refund date (YYYY-MM-DD)

No output schema declared.

No examples provided.

qbo_refund_receipts_get ~37

Get a specific RefundReceipt record by its ID.

Input Output Examples

Name	Type	Req	Description
refundReceiptId	string	yes	The unique RefundReceipt ID

No output schema declared.

No examples provided.

qbo_refund_receipts_list ~119

List RefundReceipt records in QuickBooks Online with pagination and optional TxnDate range.

Input Output Examples

Name	Type	Req	Description
endDate	string	–	Filter to records on or before this TxnDate (YYYY-MM-DD)
maxResults	number	–	Maximum number of results to return (default: 100, max: 1000)
startDate	string	–	Filter to records on or after this TxnDate (YYYY-MM-DD)
startPosition	number	–	Starting position for pagination (1-based, default: 1)

No output schema declared.

No examples provided.

qbo_refund_receipts_update ~236

Sparse-update an existing RefundReceipt record. Only provided fields are changed; Id and SyncToken are required.

Input Output Examples

Name	Type	Req	Description
CustomerMemo	object	–	Memo visible to customer
CustomerRef	object	yes	Customer receiving the refund, e.g. {"value": "123"}
DepositToAccountRef	object	yes	Account the refund is drawn from, e.g. {"value": "35"} (required)
DocNumber	string	–	Refund number
Line	array	yes	Refund lines, same shape as Invoice.Line: {Amount, DetailType: "SalesItemLineDetail", SalesItemLineDetail: {ItemRef}}.
PaymentMethodRef	object	–	Payment method used to issue refund, e.g. {"value": "1"}
PrivateNote	string	–	Private note
SyncToken	string	yes	Current SyncToken of the record (required by QBO for sparse updates; fetch the record first to obtain it)
TxnDate	string	–	Refund date (YYYY-MM-DD)
refundReceiptId	string	yes	The RefundReceipt ID to update

No output schema declared.

No examples provided.

qbo_reports_aged_payables ~56

Get an Aged Payables (A/P Aging Summary) report. Shows outstanding vendor balances grouped by age.

Input Output Examples

Name	Type	Req	Description
report_date	string	–	Report as-of date (YYYY-MM-DD format, default: today)

No output schema declared.

No examples provided.

qbo_reports_aged_receivables ~58

Get an Aged Receivables (A/R Aging Summary) report. Shows outstanding customer balances grouped by age.

Input Output Examples

Name	Type	Req	Description
report_date	string	–	Report as-of date (YYYY-MM-DD format, default: today)

No output schema declared.

No examples provided.

qbo_reports_balance_sheet ~85

Get a Balance Sheet report as of a given date range. Shows assets, liabilities, and equity.

Input Output Examples

Name	Type	Req	Description
accounting_method	string	–	Accounting method (default: Accrual)
end_date	string	yes	End date for the report period (YYYY-MM-DD format)
start_date	string	yes	Start date for the report period (YYYY-MM-DD format)

No output schema declared.

No examples provided.

qbo_reports_cash_flow ~66

Get a Cash Flow Statement for a given date range. Shows cash inflows and outflows from operating, investing, and financing activities.

Input Output Examples

Name	Type	Req	Description
end_date	string	yes	End date (YYYY-MM-DD)
start_date	string	yes	Start date (YYYY-MM-DD)

No output schema declared.

No examples provided.

qbo_reports_customer_balance ~51

Get a Customer Balance report as of a given date. Lists the outstanding balance owed by each customer.

Input Output Examples

Name	Type	Req	Description
report_date	string	–	Report as-of date (YYYY-MM-DD, default: today)

No output schema declared.

No examples provided.

qbo_reports_customer_sales ~68

Get a Customer Sales report for a given date range. Shows sales totals broken down by customer.

Input Output Examples

Name	Type	Req	Description
end_date	string	yes	End date for the report period (YYYY-MM-DD format)
start_date	string	yes	Start date for the report period (YYYY-MM-DD format)

No output schema declared.

No examples provided.

qbo_reports_general_ledger ~75

Get a General Ledger report for a given date range. Shows every posted transaction grouped by account.

Input Output Examples

Name	Type	Req	Description
accounting_method	string	–	Accounting method (default: Accrual)
end_date	string	yes	End date (YYYY-MM-DD)
start_date	string	yes	Start date (YYYY-MM-DD)

No output schema declared.

No examples provided.

qbo_reports_profit_and_loss ~91

Get a Profit and Loss (Income Statement) report for a given date range. Shows revenue, expenses, and net income.

Input Output Examples

Name	Type	Req	Description
accounting_method	string	–	Accounting method (default: Accrual)
end_date	string	yes	End date for the report period (YYYY-MM-DD format)
start_date	string	yes	Start date for the report period (YYYY-MM-DD format)

No output schema declared.

No examples provided.

qbo_reports_trial_balance ~81

Get a Trial Balance report as of a given date. Lists all accounts with their debit/credit balances to verify the books balance.

Input Output Examples

Name	Type	Req	Description
accounting_method	string	–	Accounting method (default: Accrual)
end_date	string	yes	End date (YYYY-MM-DD)
start_date	string	yes	Start date (YYYY-MM-DD)

No output schema declared.

No examples provided.

qbo_reports_vendor_expenses ~59

Get a Vendor Expenses report for a given date range. Shows expense totals broken down by vendor.

Input Output Examples

Name	Type	Req	Description
end_date	string	yes	End date (YYYY-MM-DD)
start_date	string	yes	Start date (YYYY-MM-DD)

No output schema declared.

No examples provided.

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