Quickbooks is a cloud-based accounting software that helps you manage your finances, track your income and expenses, and get insights into your business
1Open Slashspace and go to Settings, then Connectors.
2On Discover, search for QuickBooks and click Connect.
3Sign in to QuickBooks in your browser. Slashspace updates when the account is connected.
Then ask for what you need in any Agent mode chat. QuickBooks is on in every chat unless you switch it off.
What your chats can do
114 tools from QuickBooks.
Capture ChargeTool to capture funds for an existing charge that was authorized but not captured. Use when you need to complete a previously authorized payment transaction in QuickBooks Payments API. This action finalizes the charge and transfers the funds from the customer's payment method.
Create AccountCreate a new account in QuickBooks with the given parameters.
Create Bank AccountCreate a new bank account on file for a customer in QuickBooks Payments API. Use this when you need to add ACH/eCheck payment capabilities for a customer.
Create BillCreate a new bill in QuickBooks Online. A Bill is an AP transaction representing a request-for-payment from a third party for goods or services. Use this action when recording vendor bills for purchases, expenses, or services received.
Create Bill PaymentCreate a bill payment in QuickBooks to record payment against one or more bills. Use when paying vendor bills via check or credit card.
Create ClassCreate a new class in QuickBooks Online. Use when you need to categorize transactions by department, location, or other business segments.
Create Credit MemoTool to create a new credit memo in QuickBooks Online. Use when issuing credit to a customer for returns, refunds, or adjustments.
Create CustomerCreate a new customer in QuickBooks with the given parameters.
Create DepositCreates a new deposit in QuickBooks Online. A deposit represents funds received and deposited to an asset account (typically a bank account). Use this action to record deposits of customer payments, refunds, or other funds into your bank accounts. Each deposit must specify the destination account and at least one line item showing the source and amount of funds.
Create eCheck PaymentTool to create an eCheck payment using ACH bank transfer in QuickBooks Payments API. Use when processing payments from customer bank accounts via electronic check. The payment is debited directly from the customer's bank account using the provided routing and account numbers.
Create EmployeeCreate a new employee in QuickBooks.
Create EstimateCreates a new estimate in QuickBooks Online. An estimate represents a proposal for goods or services that a customer may purchase. Use this to provide pricing quotes to customers before they commit to a purchase. This action requires a valid customer ID and at least one line item with item details and amount. The created estimate can later be converted to an invoice when the customer accepts the proposal.
Create InvoiceCreates a new invoice in QuickBooks for a customer. An invoice represents a sales transaction where goods or services are sold to a customer on credit or for immediate payment. This action requires: - A valid customer ID (obtain from QUICKBOOKS_CREATE_CUSTOMER or QUICKBOOKS_READ_CUSTOMER) - At least one line item with a valid item/service ID and amount The created invoice will have a unique ID, document number, due date, total amount, and balance. Use this to bill customers for products or services rendered. To update the invoice later, re-read it first to obtain the current SyncToken; stale tokens cause update rejections.
Create ItemCreate a new item in QuickBooks Online. Items represent the products or services that a company buys, sells, or resells. Use when adding new inventory items, services, or non-inventory products to the QuickBooks catalog.
Create Journal EntryTool to create a new journal entry in QuickBooks Online. Use when you need to make adjusting or correcting entries that directly affect account balances. Journal entries require at least two lines with total debits equaling total credits.
Create PaymentCreates a payment record in QuickBooks Online. The Payment entity records payment from customers against single or multiple invoices and credit memos. Use this action when recording customer payments, whether full payment of an invoice or partial payment across multiple invoices.
Create PurchaseTool to create a new purchase transaction in QuickBooks Online. A purchase represents an expense such as a cash payment, check, or credit card purchase. Use when recording business expenses or making payments to vendors.
Create Purchase OrderCreate a new purchase order in QuickBooks. Use when you need to send a request to a vendor to deliver goods or services.
Create Refund ReceiptTool to create a new refund receipt in QuickBooks Online. Use when a customer receives a refund for returned goods or services.
Create Sales ReceiptTool to create a new sales receipt in QuickBooks Online. Use when recording a sale where the customer pays immediately (cash, check, credit card).
Create Tax AgencyCreate a new tax agency in QuickBooks Online. Use when you need to set up a new tax authority or agency for tax reporting purposes.
Create Tax Code via TaxServiceCreate a new tax code with associated tax rates using the TaxService endpoint. Use when you need to set up new tax codes for sales or purchase transactions with specific tax rates.
Create Time ActivityCreate a new time activity record in QuickBooks Online. TimeActivity tracks employee or vendor time worked on jobs or projects. Use when recording billable or non-billable hours for employees or vendors.
Create VendorCreate a new vendor in QuickBooks with the given details.
Create Vendor CreditTool to create a new vendor credit in QuickBooks Online. Use when recording a credit from a vendor that reduces what you owe.
Customer Balance DetailGenerate a balance detail report for a customer in QuickBooks with the given customer ID.
Customer Balance ReportGenerate a customer balance report in QuickBooks showing outstanding balances for customers. Can filter by specific customers, date ranges, payment status, and accounting method. Returns a hierarchical report with customer names, IDs, and their current balance amounts.
Delete Bank AccountTool to delete a bank account on file for a customer in QuickBooks Payments API. Use when removing a customer's payment method. Returns 204 No Content on success with an empty response body from the API.
Delete ItemDelete an item in QuickBooks Online by marking it as inactive (soft delete). Items cannot be permanently deleted if they have been used in transactions. Use this action when removing items from active catalogs while preserving historical transaction data. The item will be hidden from dropdowns but remain accessible in historical records. This action is irreversible through the API — the item can only be reactivated manually through the QuickBooks UI or by using an update action.
Execute Batch OperationExecute multiple QuickBooks operations in a single request. Operations are performed serially. Supports create, update, delete, and query operations on QuickBooks entities. Use this action to reduce network latency when performing multiple operations. Each operation is executed in order, and each response is correlated to its request via the bId field. Maximum 30 operations per batch. Ideal for bulk data operations or related entity updates.
Aged Receivables ReportGenerate an aged receivables report showing outstanding customer balances by age. Use when tracking overdue invoices and managing accounts receivable aging.
Get AttachableTool to read details of a specific attachable by ID in QuickBooks Online. Attachables represent file attachments linked to entities like invoices, customers, or bills.
Get Balance Sheet ReportGenerate a Balance Sheet report showing company assets, liabilities, and equity at a point in time. Use when you need to understand the financial position with what the company owns versus what it owes.
Get Bank AccountTool to retrieve a specific bank account by ID from QuickBooks Payments API. Use when you need to get details about a specific payment method for a customer.
Get BillTool to fetch a QuickBooks bill by ID. Use when needing to retrieve bill details including vendor reference, line items, amounts, and payment status.
Get Bill PaymentTool to retrieve details of a specific bill payment by ID in QuickBooks Online. Use when you need to view information about an existing bill payment.
Get Changed EntitiesTool to retrieve entities that changed since a specified timestamp using QuickBooks Change Data Capture (CDC) API. Use when you need to sync or refresh local data periodically by fetching only entities modified within the last 30 days. Returns full entity payloads (not just changed attributes) grouped by entity type with up to 1000 entities per response.
Get Company InfoTool to read company information from QuickBooks Online. Returns basic company info including name, addresses, fiscal year settings, and subscription status.
Get Credit MemoTool to fetch a QuickBooks credit memo by ID. Use when needing full credit memo details including metadata, customer info, line items, and remaining credit amount.
Get Credit Memo PDFTool to download a QuickBooks credit memo as a PDF file. Use when you need to retrieve the printable PDF version of a credit memo.
Get DepartmentRead details of a specific department by ID in QuickBooks Online. Use when you need to retrieve information about a department.
Get DepositTool to read details of a specific deposit by ID in QuickBooks Online. Use when you need complete deposit information including line items, amounts, and metadata.
Get EstimateTool to fetch a QuickBooks estimate by ID. Use when needing full estimate details including metadata, line items, and sync token.
Get Estimate PDFTool to download a QuickBooks estimate as a PDF file. Use when you need to retrieve the printable PDF version of an estimate.
Get Exchange RateTool to get exchange rate for a specific currency code and date in QuickBooks Online. Use when needing to retrieve the current or historical exchange rate between a foreign currency and the company's home currency.
Get General Ledger ReportGenerate a General Ledger report showing all transactions with debits, credits, and running balances. Use when you need a detailed view of all accounting transactions posted to each account.
Get Inventory Valuation SummaryGenerate an Inventory Valuation Summary report showing inventory quantities and their current values. Use when you need to understand inventory asset values, track stock levels, or analyze inventory costs by item.
Get Invoice PDFTool to download a QuickBooks invoice as a PDF file. Use when you need to retrieve the printable PDF version of an invoice.
Get ItemTool to retrieve a specific item by its ID from QuickBooks Online. Use when you need full details of a product or service item.
Get Journal EntryTool to read details of a specific QuickBooks journal entry by ID. Use when you need complete journal entry information including transaction date, line items, posting types, and account references.
Get PaymentTool to fetch details of a specific payment by ID in QuickBooks Online. Use when needing payment information including customer, amounts, and linked transactions.
Get Payment MethodRead details of a specific payment method by ID in QuickBooks Online. Use when you need to retrieve information about a payment method entity.
Get Payment PDFTool to download a QuickBooks payment record as a PDF file. Use when you need to retrieve the printable PDF version of a payment.
Get Company PreferencesTool to read company preferences that control application behavior in QuickBooks Online. Use when needing to retrieve accounting settings, sales form configurations, tax preferences, time tracking settings, or other company-wide preference data.
Get Profit and Loss Detail ReportGenerate a detailed Profit and Loss report showing company income and expenses with transaction-level details. Use when you need to analyze profitability with individual transaction details, customer/vendor breakdowns, and account-level activity.
Get Profit and Loss ReportGenerate a Profit and Loss report showing company income and expenses over a period. Use when you need to analyze profitability, revenue, costs, and net income for a specific date range.
Get PurchaseTool to fetch details of a specific purchase by ID in QuickBooks Online. Use when you need to retrieve complete purchase information including line items, payment details, and metadata.
Get Purchase OrderTool to fetch a QuickBooks purchase order by ID. Use when needing full purchase order details including line items, vendor information, and metadata.
Get Purchase Order PDFTool to download a QuickBooks purchase order as a PDF file. Use when you need to retrieve the printable PDF version of a purchase order.
Get Refund ReceiptTool to fetch a QuickBooks refund receipt by ID. Use when needing details of a specific refund issued to a customer.
Get Refund Receipt PDFTool to download a QuickBooks refund receipt as a PDF file. Use when you need to retrieve the printable PDF version of a refund receipt.
Get Report - Account ListRetrieve the AccountList report from QuickBooks showing a list of all accounts. This report displays all account details including name, type, and balance information.
Get Report - Aged Payable DetailGenerate an aged payable detail report showing aging detail for accounts payable. Use when you need to analyze outstanding vendor bills grouped by aging periods.
Get Report - Aged PayablesRetrieve an Aged Payables aging summary report from QuickBooks showing outstanding vendor balances grouped by age. Shows amounts owed to vendors categorized by aging periods (e.g., current, 1-30 days, 31-60 days overdue).
Get Report - Aged Receivable DetailGenerate an aged receivable detail report showing aging detail for accounts receivable. Use when you need to analyze outstanding customer invoices grouped by aging periods.
Get Report - Cash FlowGenerate a cash flow report in QuickBooks showing cash inflows and outflows categorized by operating, investing, and financing activities. Use when you need to analyze cash movement and liquidity over a specified period.
Get Report - Class SalesGenerate a ClassSales report in QuickBooks showing sales amounts grouped by class. Use when you need to analyze sales performance by class tracking categories.
Get Report - Customer IncomeGenerate a customer income report in QuickBooks showing revenue by customer. Use when you need to analyze income generated from each customer over a specified period.
Get Report - Customer SalesGenerate a customer sales report in QuickBooks showing sales transactions and totals for customers. Can filter by specific customers, date ranges, and accounting method. Returns a hierarchical report with customer names, IDs, and their sales amounts.
Get Report - Department SalesGenerate a department sales report in QuickBooks showing sales data broken down by department. Use when you need to analyze sales performance across different departments within a date range. Note: Department tracking must be enabled in the QuickBooks company file for this report to return data.
Get Report - Item SalesGenerate an ItemSales report showing sales data for products and services. Use when you need to analyze sales performance by item including quantity sold, revenue, COGS, and gross margin.
Get ReportsRetrieve QuickBooks reports such as TransactionList, BalanceSheet, ProfitAndLoss, and others. Use when you need to access standardized financial or transaction reports with flexible filtering options.
Get Report - Trial BalanceGenerate a Trial Balance report showing account debits, credits, and balances for a specified period. Use when you need to verify that total debits equal total credits across all accounts for accounting reconciliation.
Get Sales ReceiptTool to fetch a QuickBooks sales receipt by ID. Use when needing full sales receipt details including customer info, line items, payment details, and metadata.
Get Sales Receipt PDFTool to download a QuickBooks sales receipt as a PDF file. Use when you need to retrieve the printable PDF version of a sales receipt.
Get Tax RateTool to read details of a specific tax rate by ID in QuickBooks Online. Use when you need to retrieve information about a tax rate.
Get TermRead details of a specific payment term by ID in QuickBooks Online. Terms define payment conditions like Net 30 or Due on Receipt.
Get Time ActivityTool to read details of a specific time activity by ID in QuickBooks Online. Returns complete time tracking information including employee/vendor reference, hours worked, billing rate, and associated customer.
Get Transaction List ReportGet the Transaction List report showing all transactions in the company. Use when you need a comprehensive view of all transactions with flexible filtering by date, customer, vendor, account, or other criteria.
Get TransferTool to fetch a QuickBooks transfer by ID. Use when needing to retrieve transfer details including from/to account references and transfer amount.
Get Vendor CreditTool to fetch a QuickBooks vendor credit by ID. Use when needing to retrieve vendor credit details including vendor reference, line items, amounts, and balance status.
Get Vendor Expenses ReportRetrieve a vendor expenses report from QuickBooks showing expense transactions by vendor. This report displays the total expenses incurred for each vendor, providing a detailed view of vendor-related spending. Filter by specific vendors, date ranges, payment status, and customize with various grouping and sorting options.
List CardsTool to retrieve all payment cards on file for a customer in QuickBooks Payments API. Use when needing to list saved payment methods for a customer.
List DepartmentsQuery Department entities in QuickBooks using SQL-like syntax. Use when you need to list departments or filter departments by criteria like active status, name patterns, or parent relationships. Supports WHERE clauses, pattern matching (LIKE with %), ORDERBY, and pagination.
List InvoicesTool to list invoices via QuickBooks Query endpoint. Use when retrieving invoices with optional pagination and custom fields.
Query Account EntitiesQuery Account entities in QuickBooks using SQL-like syntax. IMPORTANT: Queries the Account entity ONLY (chart of accounts). For other entities (Purchase, Invoice, Bill, Payment, etc.), use their respective query actions. NOTE: API returns ALL fields with values regardless of SELECT clause (projections not supported). CRITICAL RESTRICTIONS: Parentheses and OR operator are NOT supported. Use IN operator for multiple values: WHERE AccountType IN ('Bank', 'Credit Card') Supports: WHERE clauses (=, <, >, LIKE, IN), AND operator, pattern matching (%), ORDER BY, pagination (MAXRESULTS up to 1000, STARTPOSITION), COUNT. Common fields: Id, Name, AccountType, AccountSubType, Classification, Active, FullyQualifiedName, CurrentBalance, AcctNum, Description, SubAccount. Examples: - SELECT * FROM Account WHERE AccountType = 'Expense' MAXRESULTS 100 - SELECT * FROM Account WHERE Active = true ORDER BY Name - SELECT * FROM Account WHERE AccountType IN ('Bank', 'Credit Card')
Query Account EntitiesQuery Account entities in QuickBooks using SQL-like syntax. Use this action when you need to retrieve multiple accounts from the chart of accounts with filtering, sorting, or pagination. IMPORTANT: Queries the Account entity ONLY (chart of accounts). For other entities (Purchase, Invoice, Bill, Payment, etc.), use their respective query actions. NOTE: API returns ALL fields with values regardless of SELECT clause (projections not supported). CRITICAL RESTRICTIONS: Parentheses and OR operator are NOT supported. Use IN operator for multiple values: WHERE AccountType IN ('Bank', 'Credit Card'). Supports: WHERE clauses (=, <, >, LIKE, IN), AND operator, pattern matching (%), ORDER BY, pagination (MAXRESULTS up to 1000, STARTPOSITION), COUNT.
Query Attachable EntitiesQuery Attachable entities in QuickBooks using SQL-like syntax. Use when you need to retrieve multiple attachables or search for specific file attachments.
Query BillsQuery Bill entities in QuickBooks using SQL-like syntax. Returns bills with vendor information, line items, amounts, due dates, and payment status. Use this action when you need to search or filter bills by criteria such as vendor, date range, balance, or total amount. IMPORTANT: Queries the Bill entity ONLY (vendor bills/payables). For other entities (Invoice, Payment, Account, etc.), use their respective query actions. NOTE: API returns ALL fields with values regardless of SELECT clause (projections not supported). CRITICAL RESTRICTIONS: Parentheses and OR operator are NOT supported. Use IN operator for multiple values: WHERE VendorRef IN ('1', '2', '3') Common queryable fields: Id, TxnDate, DueDate, VendorRef, TotalAmt, Balance, DocNumber. NON-QUERYABLE fields: PrivateNote, AccountRef, CurrencyRef, DepartmentRef, ClassRef.
Query Customer EntitiesQuery Customer entities in QuickBooks using SQL-like syntax. Use this action when you need to find customers by name, email, balance, active status, or other criteria with pagination support. IMPORTANT: Queries the Customer entity ONLY. For other entities use their respective query actions. CRITICAL RESTRICTIONS: Parentheses and OR operator are NOT supported. Use IN for multiple values. Supports: WHERE (=, <, >, LIKE, IN), AND, pattern matching (%), ORDER BY, pagination (MAXRESULTS up to 1000), COUNT.
Query QuickBooks EntitiesExecute SQL-like queries on QuickBooks Online entities. Supports all entity types (Customer, Invoice, Bill, Payment, Purchase, Account, etc.) with WHERE clauses, pattern matching, ordering, and pagination. IMPORTANT: Many fields are NOT queryable in WHERE clauses including PrivateNote, AccountRef, CurrencyRef, DepartmentRef, ClassRef, etc. Use queryable fields like Id, TxnDate, PaymentType, DisplayName instead. For non-queryable field filtering, query by date range and filter client-side. See parameter description for full list of queryable vs non-queryable fields. Use entity-specific query tools when available for typed responses.
Query Estimate EntitiesQuery Estimate entities in QuickBooks using SQL-like syntax. Returns estimates matching specified criteria such as status, customer, date range, or amount. Use this action when you need to search for, filter, or list QuickBooks estimates based on specific conditions. The query syntax supports WHERE clauses, pattern matching with LIKE, ordering, and pagination. IMPORTANT: Queries the Estimate entity ONLY. For other entities (Invoice, Bill, Payment, Account, etc.), use their respective query actions. NOTE: API returns ALL fields with values regardless of SELECT clause (field projections not supported). CRITICAL RESTRICTIONS: Parentheses and OR operator are NOT supported. Use IN operator for multiple values: WHERE CustomerRef IN ('1', '2') Common queryable fields: Id, TxnDate, TotalAmt, CustomerRef, DocNumber, TxnStatus, ExpirationDate, EmailStatus, PrintStatus. NON-QUERYABLE fields: PrivateNote, DepartmentRef, ClassRef, CurrencyRef cause QueryValidationError.
Query InvoicesQuery QuickBooks invoices with flexible filtering and pagination support. Use this action when you need to search for invoices based on specific criteria like customer, date range, amount, or payment status. Use when retrieving invoices with custom filters, date ranges, or payment status. Supports SQL-like queries for advanced filtering on queryable fields. For simple listing without filters, consider using ListInvoices instead. IMPORTANT: The query parameter uses QuickBooks Query Language which does NOT support the OR operator. Use IN operator for multiple values or query without WHERE clause and filter client-side.
Query Item EntitiesQuery Item entities in QuickBooks using SQL-like syntax. Use this action to search, filter, and retrieve products and services from the QuickBooks catalog. IMPORTANT: Queries Item entity ONLY. For other entities use their respective query actions. Parentheses and OR operator NOT supported - use IN instead. Reference fields NOT queryable - filter client-side if needed.
Query Payment EntitiesQuery Payment entities in QuickBooks using SQL-like syntax. Use when searching, filtering, or listing payments by date, customer, amount, or other attributes. For a single payment by ID, use GetPayment instead.
Query Vendor EntitiesQuery Vendor entities in QuickBooks using SQL-like syntax. Returns vendors matching the specified criteria with full details. Use this action when you need to search, filter, or list vendors based on conditions such as active status, display name, balance, or 1099 eligibility. Supports pagination for large result sets. IMPORTANT: Queries the Vendor entity ONLY. For other entities use their respective query actions. Parentheses and OR operator are NOT supported - use IN operator instead.
Read AccountRead an account in QuickBooks with the given account ID.
Read ClassRead details of a specific class by ID in QuickBooks Online. Classes allow categorization of transactions.
Read CustomerRead a customer in QuickBooks with the given customer ID.
Read EmployeeRead an employee's details in QuickBooks with the given employee ID.
Read InvoiceTool to fetch a QuickBooks invoice by ID or the most recent if no ID provided. Use when needing full invoice details including metadata and sync token.
Read VendorRead a vendor in QuickBooks with the given vendor ID.
Send Credit MemoTool to send a credit memo to a specified email address. Use when you need to email a credit memo to a customer.
Update AttachableTool to update an existing attachable in QuickBooks Online. Use when you need to modify attachable properties like note text or entity references. Requires the attachable Id and current SyncToken for optimistic locking.
Update Company InfoTool to update company information in QuickBooks Online. Use when you need to update company details like name, address, or contact information. Requires Id and SyncToken from a previous read operation.
Update DepartmentTool to update an existing department in QuickBooks Online. Use when you need to modify department details. Requires the department Id and current SyncToken to prevent concurrent update conflicts.
Update Full InvoiceTool to fully replace an Invoice. Use when you need to update all aspects of an existing invoice in a single operation.
Update Payment MethodTool to update an existing payment method in QuickBooks Online. Use when you need to modify the name, status, or type of a payment method. Requires the payment method Id and current SyncToken.
Update PreferencesUpdate company preferences in QuickBooks Online. Requires Id and SyncToken from a previous read. Use sparse=true for partial updates (only specified fields are changed) or sparse=false/omitted for full replacement.
Update Sparse InvoiceTool to perform a sparse update of an existing invoice. Use when you need to update only specific invoice fields without overwriting other data.
Update TermTool to update an existing payment term in QuickBooks Online. Use when you need to modify the name, status, type, or payment conditions of a payment term. Requires the payment term Id and current SyncToken.
Update TransferTool to update an existing transfer in QuickBooks Online. Use when you need to modify a transfer between accounts. Requires the transfer Id and current SyncToken to prevent concurrent update conflicts.
Vendor Balance DetailGenerate a balance detail report for a vendor in QuickBooks with the given vendor ID.
Vendor Balance ReportRetrieve a vendor balance report from QuickBooks showing outstanding balances for vendors. This report displays the total amount owed to each vendor, providing a summary of accounts payable. You can filter by specific vendors, date ranges, payment status, and customize the report with various grouping and sorting options.
