# QuickBooks Online integration

> Accounting platform for managing invoices, customers, payments, expenses, and financial reports.

- Authentication: oauth2

## Tools (129)

- **Batch Operations**: Execute multiple API operations in a single HTTP request for better performance.
- **Change Data Capture**: Retrieve all entities that have changed since a given timestamp, useful for syncing data.
- **Create Account**: Create a new account in the chart of accounts (e.g., expense, income, bank, or asset account).
- **Create Bill**: Create a new bill (accounts payable) from a vendor with line items and due date.
- **Create Bill Payment**: Record a payment to a vendor against one or more bills.
- **Create Company Currency**: Add an active currency to a multicurrency-enabled company.
- **Create Credit Card Payment**: Record a credit card payment that pays down a credit card account.
- **Create Credit Memo**: Create a credit memo to give a customer credit that can be applied to future invoices.
- **Create Customer**: Create a new customer record with contact info, billing/shipping addresses, and payment terms.
- **Create Deposit**: Create a bank deposit to record money deposited into a bank account.
- **Create Employee**: Create a new employee record with contact details.
- **Create Estimate**: Create a new estimate (quote/proposal) for a customer.
- **Create Invoice**: Create a new invoice for a customer with line items, due date, and optional auto-email.
- **Create Item**: Create a new item (product or service) that can be used on invoices, bills, and other transactions.
- **Create Journal Code**: Create a journal code (France locale only).
- **Create Journal Entry**: Create a journal entry with debit and credit lines for manual accounting adjustments.
- **Create Payment**: Record a customer payment against one or more invoices.
- **Create Purchase**: Record an expense/purchase transaction (check, cash, or credit card purchase).
- **Create Purchase Order**: Create a new purchase order to a vendor for goods or services.
- **Create Recurring Transaction**: Create a recurring transaction template (scheduled or reminder).
- **Create Refund Receipt**: Create a refund receipt to record a refund given to a customer.
- **Create Sales Receipt**: Create a sales receipt for a completed sale where payment was received immediately.
- **Create Tax Service**: Create tax rates and tax codes using the TaxService endpoint.
- **Create Time Activity**: Record a time tracking entry for an employee or vendor against a customer/project.
- **Create Transfer**: Create a fund transfer between two bank or financial accounts.
- **Create Vendor**: Create a new vendor (supplier) record with contact details and payment info.
- **Create Vendor Credit**: Create a vendor credit to record a credit from a vendor that reduces amount owed.
- **Delete Bill**: Delete a bill by ID.
- **Delete Bill Payment**: Delete a bill payment by ID.
- **Delete Credit Card Payment**: Delete a credit card payment by ID.
- **Delete Credit Memo**: Delete a credit memo by ID.
- **Delete Deposit**: Delete a bank deposit by ID.
- **Delete Estimate**: Delete an estimate by ID.
- **Delete Invoice**: Delete an invoice by ID. Requires the current SyncToken.
- **Delete Journal Entry**: Delete a journal entry by ID.
- **Delete Payment**: Delete a customer payment by ID. Permanently removes the payment and reverses its effect on invoice balances.
- **Delete Purchase**: Delete an expense/purchase transaction by ID.
- **Delete Purchase Order**: Delete a purchase order by ID.
- **Delete Recurring Transaction**: Delete a recurring transaction template by ID.
- **Delete Refund Receipt**: Delete a refund receipt by ID.
- **Delete Sales Receipt**: Delete a sales receipt by ID. Permanently removes the transaction from QuickBooks.
- **Delete Time Activity**: Delete a time tracking entry by ID.
- **Delete Transfer**: Delete a fund transfer by ID.
- **Delete Vendor Credit**: Delete a vendor credit by ID.
- **Download Credit Memo PDF**: Download the credit memo as a PDF.
- **Download Estimate PDF**: Download the estimate as a PDF.
- **Download Invoice PDF**: Download the PDF version of an invoice.
- **Download Purchase Order PDF**: Download the purchase order as a PDF.
- **Download Refund Receipt PDF**: Download the refund receipt as a PDF.
- **Download Sales Receipt PDF**: Download the sales receipt as a PDF.
- **List Recurring Transactions**: List all recurring transaction templates for the company.
- **Manage Attachables**: Upload, read, update, and delete file attachments linked to QuickBooks entities (invoices, bills, etc.).
- **Manage Classes**: Create, read, and update classes for categorizing transactions (e.g., by department, product line, or business segment).
- **Manage Departments**: Create, read, and update departments (locations) for tracking transactions by business location.
- **Manage Payment Methods**: Create, read, and update payment methods (e.g., Cash, Check, Credit Card, Venmo) for categorizing payments.
- **Manage Payment Terms**: Create, read, and update payment terms (e.g., Net 30, Due on Receipt) used on invoices and bills.
- **Manage Tax Agencies**: Create and read tax agencies (government entities that collect taxes).
- **Query Entities**: Search and list any QuickBooks entity using a SQL-like query language with filtering, sorting, and pagination.
- **Read Account**: Retrieve a single account from the chart of accounts by ID.
- **Read Bill**: Retrieve a single bill by ID.
- **Read Bill Payment**: Retrieve a single bill payment by ID.
- **Read Budget**: Retrieve a single budget by ID.
- **Read Company Currency**: Retrieve a single company currency by ID.
- **Read Company Info**: Retrieve the company profile including name, address, fiscal year, and supported features.
- **Read Credit Card Payment**: Retrieve a single credit card payment by ID.
- **Read Credit Memo**: Retrieve a single credit memo by ID.
- **Read Customer**: Retrieve a single customer by ID.
- **Read Customer Type**: Retrieve a single customer type by ID.
- **Read Deposit**: Retrieve a single bank deposit by ID.
- **Read Employee**: Retrieve a single employee by ID.
- **Read Estimate**: Retrieve a single estimate by ID.
- **Read Exchange Rate**: Retrieve the exchange rate between a source currency and the company's home currency for a given date.
- **Read Invoice**: Retrieve a single invoice by its ID.
- **Read Item**: Retrieve a single item (product or service) by ID.
- **Read Journal Code**: Retrieve a single journal code by ID (France only).
- **Read Journal Entry**: Retrieve a single journal entry by ID.
- **Read Payment**: Retrieve a single customer payment by ID.
- **Read Preferences**: Retrieve company preferences that control QuickBooks behavior (sales, purchasing, tax, etc.).
- **Read Purchase**: Retrieve a single purchase/expense transaction by ID.
- **Read Purchase Order**: Retrieve a single purchase order by ID.
- **Read Recurring Transaction**: Retrieve a single recurring transaction template by ID.
- **Read Refund Receipt**: Retrieve a single refund receipt by ID.
- **Read Reimburse Charge**: Retrieve a single reimbursable charge by ID.
- **Read Sales Receipt**: Retrieve a single sales receipt by ID.
- **Read Tax Classification**: Retrieve a single tax classification by ID.
- **Read Tax Codes**: Read and query tax codes that define tax rules applied to transactions.
- **Read Tax Rate**: Read and query tax rates that define specific tax percentages.
- **Read Time Activity**: Retrieve a single time tracking entry by ID.
- **Read Transfer**: Retrieve a single fund transfer by ID.
- **Read Vendor**: Retrieve a single vendor by ID.
- **Read Vendor Credit**: Retrieve a single vendor credit by ID.
- **Run Reports**: Generate financial reports like Profit & Loss, Balance Sheet, Cash Flow, and General Ledger.
- **Send Credit Memo Email**: Send a credit memo to a customer via email.
- **Send Estimate Email**: Send an estimate to a customer via email.
- **Send Invoice Email**: Send an invoice to a customer via email.
- **Send Purchase Order Email**: Send a purchase order to a vendor via email.
- **Send Refund Receipt Email**: Send a refund receipt to the customer via email.
- **Send Sales Receipt Email**: Send a sales receipt to the customer via email.
- **Update Account**: Update an existing account in the chart of accounts (full or sparse update).
- **Update Bill**: Update an existing bill (full or sparse update).
- **Update Bill Payment**: Update an existing bill payment (full or sparse update). Requires the current SyncToken.
- **Update Company Currency**: Update a company currency (e.g. rename or deactivate).
- **Update Company Info**: Update the company information (full or sparse update).
- **Update Credit Card Payment**: Update an existing credit card payment (full or sparse update).
- **Update Credit Memo**: Update an existing credit memo (full or sparse update). Requires the current SyncToken.
- **Update Customer**: Update an existing customer record (full or sparse update).
- **Update Deposit**: Update an existing deposit (full or sparse update). Requires the current SyncToken.
- **Update Employee**: Update an existing employee record (full or sparse update).
- **Update Estimate**: Update an existing estimate (full or sparse update).
- **Update Exchange Rate**: Set the exchange rate for a source currency as of a date (full update).
- **Update Invoice**: Update an existing invoice (full or sparse update). Requires the current SyncToken.
- **Update Item**: Update an existing item (product or service).
- **Update Journal Code**: Update an existing journal code (France only).
- **Update Journal Entry**: Update an existing journal entry (full or sparse update). Requires the current SyncToken.
- **Update Payment**: Update an existing customer payment (full or sparse update).
- **Update Preferences**: Update company preferences (full or sparse update).
- **Update Purchase**: Update an existing purchase/expense transaction.
- **Update Purchase Order**: Update an existing purchase order.
- **Update Recurring Transaction**: Update a recurring transaction template (full or sparse update).
- **Update Refund Receipt**: Update an existing refund receipt (full or sparse update). Requires the current SyncToken.
- **Update Sales Receipt**: Update an existing sales receipt (full or sparse update). Requires the current SyncToken.
- **Update Time Activity**: Update an existing time activity (full or sparse update). Requires the current SyncToken.
- **Update Transfer**: Update an existing transfer (full or sparse update). Requires the current SyncToken.
- **Update Vendor**: Update an existing vendor record (full or sparse update).
- **Update Vendor Credit**: Update an existing vendor credit (full or sparse update). Requires the current SyncToken.
- **Void Bill Payment**: Void a bill payment, reversing its effect on bill balances while preserving it for reporting.
- **Void Invoice**: Void an invoice, zeroing out its balance while preserving it in reports.
- **Void Payment**: Void a customer payment, reversing its effect on invoice balances.
- **Void Sales Receipt**: Void a sales receipt, zeroing out its amounts while preserving it for reporting.

## Triggers (16)

- **New Customer in QuickBooks**: Triggers when a new customer is added in QuickBooks Online.
- **New Invoice in QuickBooks**: Triggers when a new invoice is added in QuickBooks Online.
- **New Paid Invoice in QuickBooks**: Triggers when an invoice balance becomes zero (fully paid) in QuickBooks Online.
- **New Invoice Due Soon in QuickBooks**: Triggers when an unpaid invoice is due within the specified number of days.
- **New Estimate in QuickBooks**: Triggers when a new estimate is added in QuickBooks Online.
- **Updated Estimate in QuickBooks**: Triggers when an existing estimate is modified in QuickBooks Online.
- **Updated Credit Memo in QuickBooks**: Triggers when a credit memo is created or modified in QuickBooks Online.
- **New Bill in QuickBooks**: Triggers when a new bill is added in QuickBooks Online.
- **New Bill Payment in QuickBooks**: Triggers when a bill payment is recorded in QuickBooks Online.
- **New Expense in QuickBooks**: Triggers when a new expense (Purchase transaction) is added in QuickBooks Online.
- **New Vendor in QuickBooks**: Triggers when a new vendor is added in QuickBooks Online.
- **New Vendor Credit in QuickBooks**: Triggers when a new vendor credit (supplier credit) is added in QuickBooks Online.
- **New Purchase Order in QuickBooks**: Triggers when a new purchase order is added in QuickBooks Online.
- **New Deposit in QuickBooks**: Triggers when a new deposit is added in QuickBooks Online.
- **New Account in QuickBooks**: Triggers when a new chart-of-accounts account is added in QuickBooks Online.
- **New Time Entry in QuickBooks**: Triggers when a new time activity is recorded in QuickBooks Online.

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Connect QuickBooks Online in General Input: https://www.generalinput.com/apps/quickbooks