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QuickBooks Component

Create and manage customers and invoices within Intuit QuickBooks

Component key: quickbooks

Changelog ↓

Description​

QuickBooks is an accounting and payment platform for individuals and businesses. This component allows you to generate invoices, manage customers, and more within the QuickBooks platform.

API Documentation​

This component was built using the QuickBooks Online API Documentation

The QuickBooks Sandbox allows developers to develop and test integrations without affecting real customer data. Point integrations at this sandbox during development and testing.

Connections​

OAuth 2.0​

key: oauth2

QuickBooks uses OAuth 2.0 to authenticate requests against the QuickBooks Online API.

Prerequisites​

Setup Steps​

  1. Create an app within the Intuit developer portal.
  2. When creating the app, enter the OAuth callback URL https://oauth2.prismatic.io/callback.
    1. Consult QuickBooks OAuth scopes documentation to determine the proper OAuth Scopes to assign.
  3. Once the app has been created, a Client ID and Client Secret will be provided.

Configure the Connection​

Create a connection of type QuickBooks OAuth 2.0 and enter:

  • Client ID and Client Secret from the Intuit developer portal
  • Scopes: Set to any of the values in this list
  • Use Sandbox: Enable to connect to the QuickBooks Sandbox for testing without affecting real customer data
InputNotesExample
Authorize URL

The OAuth 2.0 Authorization URL for QuickBooks.

https://appcenter.intuit.com/connect/oauth2
Client ID

The client ID from the QuickBooks developer console, used to identify the application during OAuth authentication.

Client Secret

The client secret from the QuickBooks developer console, used to authenticate the application during OAuth token exchange.

Revoke URL

The OAuth 2.0 Revocation URL for QuickBooks.

https://developer.api.intuit.com/v2/oauth2/tokens/revoke
Scopes

A space-delimited set of one or more scopes to request access to QuickBooks resources.

com.intuit.quickbooks.accounting
Token URL

The OAuth 2.0 Token URL for QuickBooks.

https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer
Use Sandbox

When true, requests are sent to the QuickBooks sandbox environment instead of production. Useful for integration testing.

false

Triggers​

Entity Change Events​

Receive webhook notifications from QuickBooks when entity changes occur. | key: webhook

InputNotesExample
Connection

The QuickBooks connection to use.

QuickBooks sends webhook notifications when entities change in a company's account (e.g., an Invoice is created, a Customer is updated, a Payment is deleted).

This trigger automatically normalizes both CloudEvents and legacy webhook formats into a consistent data structure, so no additional parsing is required.

How It Works​

  1. Configure a webhook subscription in the QuickBooks Developer Portal pointing to the flow's webhook URL.
  2. When an entity change occurs, QuickBooks sends a notification to the webhook URL.
  3. The trigger detects the payload format (CloudEvents or legacy) and normalizes it into a consistent structure.
  4. The normalized data is passed to the flow for processing.

Format detection is automatic. The trigger inspects the incoming payload and handles both formats transparently. If a legacy-format webhook is received, a deprecation warning is included in the output since QuickBooks will require CloudEvents format after May 15, 2026.

Event Types​

Common Entity Change Events
EntityOperationsDescription
AccountCreate, Update, DeleteChart of accounts changes
CustomerCreate, Update, Delete, MergeCustomer record changes
InvoiceCreate, Update, Delete, VoidInvoice lifecycle events
PaymentCreate, Update, Delete, VoidPayment processing events
BillCreate, Update, DeleteVendor bill changes
VendorCreate, Update, Delete, MergeVendor record changes
ItemCreate, Update, DeleteProduct and service changes
EmployeeCreate, Update, DeleteEmployee record changes
PurchaseCreate, Update, DeletePurchase transaction changes
EstimateCreate, Update, DeleteEstimate lifecycle events
SalesReceiptCreate, Update, Delete, VoidSales receipt events
RefundReceiptCreate, Update, Delete, VoidRefund receipt events
PurchaseOrderCreate, Update, DeletePurchase order changes

Refer to the QuickBooks webhook documentation for the complete and up-to-date list of supported entities and operations.

Returned Data​

The trigger normalizes both webhook formats into a consistent NormalizedWebhookOutput structure available at payload.body.data:

Example Payload (CloudEvents format)
{
  "format": "cloudevents",
  "eventCount": 1,
  "events": [
    {
      "id": "evt_abc123",
      "entityId": "456",
      "accountId": "1234567890",
      "entity": "invoice",
      "operation": "create",
      "eventType": "qbo.invoice.create",
      "timestamp": "2026-02-26T14:30:00Z",
      "source": "qbo",
      "specversion": "1.0"
    }
  ],
  "event": {
    "id": "evt_abc123",
    "entityId": "456",
    "accountId": "1234567890",
    "entity": "invoice",
    "operation": "create",
    "eventType": "qbo.invoice.create",
    "timestamp": "2026-02-26T14:30:00Z",
    "source": "qbo",
    "specversion": "1.0"
  },
  "entityId": "456",
  "accountId": "1234567890",
  "entity": "invoice",
  "operation": "create",
  "eventType": "qbo.invoice.create",
  "timestamp": "2026-02-26T14:30:00Z"
}
Example Payload (Legacy format - deprecated)
{
  "format": "legacy",
  "formatWarning": "Legacy webhook format detected. This format is deprecated and will be removed on May 15, 2026. Please migrate to CloudEvents format in your QuickBooks webhook settings.",
  "eventCount": 1,
  "events": [
    {
      "id": "1234567890-456-2026-02-26T14:30:00Z",
      "entityId": "456",
      "accountId": "1234567890",
      "entity": "customer",
      "operation": "update",
      "eventType": "legacy.customer.update",
      "timestamp": "2026-02-26T14:30:00Z",
      "source": "legacy"
    }
  ],
  "event": {
    "id": "1234567890-456-2026-02-26T14:30:00Z",
    "entityId": "456",
    "accountId": "1234567890",
    "entity": "customer",
    "operation": "update",
    "eventType": "legacy.customer.update",
    "timestamp": "2026-02-26T14:30:00Z",
    "source": "legacy"
  },
  "entityId": "456",
  "accountId": "1234567890",
  "entity": "customer",
  "operation": "update",
  "eventType": "legacy.customer.update",
  "timestamp": "2026-02-26T14:30:00Z"
}

Key fields:

  • format — Either "cloudevents" or "legacy", indicating which webhook format was received.
  • event — The first parsed event (convenient shortcut when processing single-event webhooks).
  • events — Array of all parsed events in the notification.
  • entity / operation — The entity type and operation from the first event (e.g., "invoice" / "create").
  • entityId / accountId — The affected entity ID and QuickBooks company account ID.

Notes​

  • Legacy format deprecation: QuickBooks will require CloudEvents format after May 15, 2026. Update webhook subscriptions in the QuickBooks Developer Portal to use CloudEvents before this date.
  • Multi-event notifications: A single webhook request may contain multiple entity change events. Use the events array to process all changes, not just the event shortcut.
  • Webhook verification: QuickBooks signs webhook payloads with a verification token. Configure the token in the QuickBooks Developer Portal to match the value in the connection settings.

Data Sources​

Select Account​

Select an Account from a dropdown menu. | key: selectAccount | type: picklist

InputNotesExample
Connection

The QuickBooks connection to use.

{
  "result": [
    {
      "key": "1",
      "label": "Checking"
    }
  ]
}

Select Attachment​

Select an attachment from a dropdown menu. | key: selectAttachment | type: picklist

InputNotesExample
Connection

The QuickBooks connection to use.

{
  "result": [
    {
      "label": "invoice_scan.pdf",
      "key": "5000000000001348400"
    },
    {
      "label": "receipt_photo.jpg",
      "key": "5000000000001348401"
    }
  ]
}

Select Customer​

Select a Customer from a dropdown menu. | key: selectCustomer | type: picklist

InputNotesExample
Connection

The QuickBooks connection to use.

{
  "result": [
    {
      "key": "1",
      "label": "John Doe"
    }
  ]
}

Select Invoice​

Select an Invoice from a dropdown menu. | key: selectInvoice | type: picklist

InputNotesExample
Connection

The QuickBooks connection to use.

{
  "result": [
    {
      "key": "1",
      "label": "1005"
    }
  ]
}

Select Purchase Order​

Select a Purchase Order from a dropdown menu. | key: selectPurchaseOrder | type: picklist

InputNotesExample
Connection

The QuickBooks connection to use.

{
  "result": [
    {
      "key": "1",
      "label": "1005"
    }
  ]
}

Select Refund Receipt​

Select a Refund Receipt from a dropdown menu. | key: selectRefundReceipt | type: picklist

InputNotesExample
Connection

The QuickBooks connection to use.

{
  "result": [
    {
      "key": "1",
      "label": "1005"
    }
  ]
}

Actions​

Batch Request​

Perform a batch request against the QuickBooks API. | key: batchRequest

InputNotesExample
Batch Request Items

An array of batch request items to be executed; see https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/batch for detailed information.

Connection

The QuickBooks connection to use.

{
  "data": {
    "BatchItemResponse": [
      {
        "Fault": {
          "type": "ValidationFault",
          "Error": [
            {
              "Message": "Stale Object Error",
              "code": "5010",
              "Detail": "Stale Object Error : You and root were working on this at the same time. root finished before you did, so your work was not saved.",
              "element": ""
            }
          ]
        },
        "bId": "bid1"
      },
      {
        "bId": "bid2",
        "QueryResponse": {
          "SalesReceipt": [
            {
              "TxnDate": "2015-08-25",
              "domain": "QBO",
              "CurrencyRef": {
                "name": "United States Dollar",
                "value": "USD"
              },
              "PrintStatus": "NotSet",
              "PaymentRefNum": "10264",
              "TotalAmt": 337.5,
              "Line": [
                {
                  "Description": "Custom Design",
                  "DetailType": "SalesItemLineDetail",
                  "SalesItemLineDetail": {
                    "TaxCodeRef": {
                      "value": "NON"
                    },
                    "Qty": 4.5,
                    "UnitPrice": 75,
                    "ItemRef": {
                      "name": "Design",
                      "value": "4"
                    }
                  },
                  "LineNum": 1,
                  "Amount": 337.5,
                  "Id": "1"
                },
                {
                  "DetailType": "SubTotalLineDetail",
                  "Amount": 337.5,
                  "SubTotalLineDetail": {}
                }
              ],
              "ApplyTaxAfterDiscount": false,
              "DocNumber": "1003",
              "PrivateNote": "A private note.",
              "sparse": false,
              "DepositToAccountRef": {
                "name": "Checking",
                "value": "35"
              },
              "CustomerMemo": {
                "value": "Thank you for your business and have a great day!"
              },
              "Balance": 0,
              "CustomerRef": {
                "name": "Dylan Sollfrank",
                "value": "6"
              },
              "TxnTaxDetail": {
                "TotalTax": 0
              },
              "SyncToken": "1",
              "PaymentMethodRef": {
                "name": "Check",
                "value": "2"
              },
              "EmailStatus": "NotSet",
              "BillAddr": {
                "Lat": "INVALID",
                "Long": "INVALID",
                "Id": "49",
                "Line1": "Dylan Sollfrank"
              },
              "MetaData": {
                "CreateTime": "2015-08-27T14:59:48-07:00",
                "LastUpdatedTime": "2016-04-15T09:01:10-07:00"
              },
              "CustomField": [
                {
                  "DefinitionId": "1",
                  "Type": "StringType",
                  "Name": "Crew #"
                }
              ],
              "Id": "11"
            }
          ],
          "startPosition": 1,
          "maxResults": 1
        }
      }
    ],
    "time": "2016-04-15T09:01:18.141-07:00"
  }
}

Create Invoice​

Create an Invoice with the specified data. | key: createInvoice

InputNotesExample
Data

This is a string of JSON data that represents a QuickBooks invoice.

Connection

The QuickBooks connection to use.

Create Item​

Create a new non-inventory item in QuickBooks. | key: createNonInventoryItem

InputNotesExample
API Minor Version

The QuickBooks API minor version to use for this request. Controls which API features and response formats are applied.

75
Non-Inventory Item Data

The attributes of the non-inventory item to create

Connection

The QuickBooks connection to use.

Create Note Attachment​

Attach a note to an object. | key: createNoteAttachment

InputNotesExample
Connection

The QuickBooks connection to use.

Entity Reference Type

Object reference to which this attachment is linked. Set this value with the specific type of the target object (e.g., Invoice, Bill, Purchase).

Invoice
Entity Reference Value

Object reference to which this attachment is linked. Set this value with the ID of the target object as returned in its response body when queried.

95
Include on Send

When true, the attachment is sent along with the transaction when the Save and Send button is clicked in the QuickBooks UI or when the Send endpoint is invoked.

false
API Minor Version

The QuickBooks API minor version to use for this request. Controls which API features and response formats are applied.

75
Note

The note is either related to the attachment specified with the FileName attribute, or as a standalone note. Required for note attachments.

Create Purchase Order​

Create a new Purchase Order. | key: createPurchaseOrder

InputNotesExample
AP Account ID

The unique identifier of the accounts payable account to which the bill is credited.

33
Connection

The QuickBooks connection to use.

Dynamic Fields

A field for dynamic inputs that can be configured at deploy time with the use of a key/value config variable.

Optional Values

The names of optional fields and their values to use when creating/updating a record. For example, if you have a custom configured field that is not represented as an input, here you are able to specify its key and assign it a value.

Lines

Data representing line items of Purchase Orders; see 'Line' in QuickBooks' docs at https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/purchaseorder#create-a-purchase-order

Vendor ID

The unique identifier of the vendor referenced in this transaction.

56

{
  "data": {
    "PurchaseOrder": {
      "DocNumber": "1005",
      "SyncToken": "0",
      "POEmail": {
        "Address": "send_email@intuit.com"
      },
      "APAccountRef": {
        "name": "Accounts Payable (A/P)",
        "value": "33"
      },
      "CurrencyRef": {
        "name": "United States Dollar",
        "value": "USD"
      },
      "TxnDate": "2015-07-28",
      "TotalAmt": 25,
      "ShipAddr": {
        "Line4": "Half Moon Bay, CA  94213",
        "Line3": "65 Ocean Dr.",
        "Id": "121",
        "Line1": "Grace Pariente",
        "Line2": "Cool Cars"
      },
      "domain": "QBO",
      "Id": "257",
      "POStatus": "Open",
      "sparse": false,
      "EmailStatus": "NotSet",
      "VendorRef": {
        "name": "Hicks Hardware",
        "value": "41"
      },
      "Line": [
        {
          "DetailType": "ItemBasedExpenseLineDetail",
          "Amount": 25,
          "Id": "1",
          "ItemBasedExpenseLineDetail": {
            "ItemRef": {
              "name": "Garden Supplies",
              "value": "38"
            },
            "CustomerRef": {
              "name": "Cool Cars",
              "value": "3"
            },
            "Qty": 1,
            "TaxCodeRef": {
              "value": "NON"
            },
            "BillableStatus": "NotBillable",
            "UnitPrice": 25
          }
        }
      ],
      "CustomField": [
        {
          "DefinitionId": "1",
          "Type": "StringType",
          "Name": "Crew #"
        },
        {
          "DefinitionId": "2",
          "Type": "StringType",
          "Name": "Sales Rep"
        }
      ],
      "VendorAddr": {
        "Line4": "Middlefield, CA  94303",
        "Line3": "42 Main St.",
        "Id": "120",
        "Line1": "Geoff Hicks",
        "Line2": "Hicks Hardware"
      },
      "MetaData": {
        "CreateTime": "2015-07-28T16:01:47-07:00",
        "LastUpdatedTime": "2015-07-28T16:01:47-07:00"
      }
    },
    "time": "2015-07-28T16:04:49.874-07:00"
  }
}

Create Refund Receipt​

Create a new Refund Receipt in QuickBooks. | key: createRefundReceipt

InputNotesExample
Account ID

The unique identifier of the account to which payment money is deposited. If not specified, payment is applied to the Undeposited Funds account.

35
Account Name

The name of the account to which payment money is deposited. If not specified, payment is applied to the Undeposited Funds account.

Checking
Billing Address ID

The unique identifier of the billing address.

78
Custom Fields

Specify any optional custom fields to be attached. A custom field is a JavaScript Object that consists of a DefinitionId: String, Type: String, and Name: String. If you don't want to supply any custom fields, simply provide an empty JavaScript Array []

Optional Values

The names of optional fields and their values to use when creating/updating a record. For example, if you have a custom configured field that is not represented as an input, here you are able to specify its key and assign it a value.

Billing Latitude

The latitude coordinate of the billing address.

40.7489277
Billing Line 1

The first line of the billing address, typically the name or primary address line.

Karen Pye
Billing Line 2

The second line of the billing address, typically used for a business or suite name.

Pye's Cakes
Billing Line 3

The third line of the billing address, typically used for street address or suite information.

350 Mountain View Dr.
Billing Line 4

The fourth line of the billing address, typically used for city, state, and ZIP code.

South Orange, NJ 07079
Line Items

For each list item, provide a JavaScript Object that represents an individual line item. Please follow the shape provided in the example. For more information on the line item object refer to the QuickBooks documentation: https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/salesreceipt#create-a-salesreceipt

Billing Longitude

The longitude coordinate of the billing address.

-74.2609903
Connection

The QuickBooks connection to use.

Create Resource​

Create a new resource in QuickBooks. | key: createResource

InputNotesExample
Connection

The QuickBooks connection to use.

Resource Attributes

A list of attributes used to create a resource in QuickBooks. For more information refer to https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/customer.

Resource Type

The type of QuickBooks resource to operate on.

Create Sales Receipt​

Create a new Sales Receipt in QuickBooks. | key: createReceipt

InputNotesExample
Account ID

The unique identifier of the account to which payment money is deposited. If not specified, payment is applied to the Undeposited Funds account.

35
Account Name

The name of the account to which payment money is deposited. If not specified, payment is applied to the Undeposited Funds account.

Checking
Apply Tax After Discount

When true, tax is calculated on the discounted amount rather than the original amount.

false
Create Time

The date and time this record was created. Format: ISO 8601 (e.g., 2014-09-16T14:59:48-07:00).

2014-09-16T14:59:48-07:00
Customer ID

The unique identifier of the customer to attach to the receipt.

56
Customer Name

The name of the customer that will appear on the receipt.

John Doe
Custom Fields

Specify any optional custom fields to be attached. A custom field is a JavaScript Object that consists of a DefinitionId: String, Type: String, and Name: String. If you don't want to supply any custom fields, simply provide an empty JavaScript Array []

Line Items

For each list item, provide a JavaScript Object that represents an individual line item. Please follow the shape provided in the example. For more information on the line item object refer to the QuickBooks documentation: https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/salesreceipt#create-a-salesreceipt

Payment Method ID

The unique identifier of the payment method associated with this transaction.

2
Payment Method Name

The name of the payment method associated with this transaction.

Check
Connection

The QuickBooks connection to use.

Delete Attachable​

Delete an attachable object. | key: deleteAttachable

InputNotesExample
Attachable Payload

The full payload of the attachable as returned in a read response. Could be a reference from a previously executed "Read an Attachable" action response data.

Connection

The QuickBooks connection to use.

API Minor Version

The QuickBooks API minor version to use for this request. Controls which API features and response formats are applied.

75

Delete Purchase Order​

Delete an existing Purchase Order. | key: deletePurchaseOrder

InputNotesExample
Connection

The QuickBooks connection to use.

Purchase Order ID

The id of the purchase order to delete.

259
Sync Token

The sync token of the purchase order to delete.

0

{
  "data": {
    "PurchaseOrder": {
      "status": "Deleted",
      "domain": "QBO",
      "Id": "125"
    },
    "time": "2015-05-26T14:08:39.858-07:00"
  }
}

Delete Refund Receipt​

Delete an existing Refund Receipt in QuickBooks. | key: deleteRefundReceipt

InputNotesExample
Connection

The QuickBooks connection to use.

Receipt ID

The unique identifier of the refund receipt.

101
Sync Token

The sync token of a QuickBooks resource, used for optimistic concurrency control during updates.

0

Download Attachment​

Retrieves a temporary download URL to the specified attachableID. | key: downloadAttachment

InputNotesExample
Attachable ID

The unique identifier of the attachment.

5000000000001348400
Connection

The QuickBooks connection to use.

API Minor Version

The QuickBooks API minor version to use for this request. Controls which API features and response formats are applied.

75

Find Resource by ID​

Retrieve a resource by ID from QuickBooks. | key: findResource

InputNotesExample
Connection

The QuickBooks connection to use.

ID

The primary unique identifier of a QuickBooks resource.

123
Resource Type

The type of QuickBooks resource to operate on.

Get Company Info​

Retrieve information about the company. | key: getCompanyInfo

InputNotesExample
Connection

The QuickBooks connection to use.

{
  "data": {
    "CompanyName": "Example Corp",
    "Id": "1234",
    "SyncToken": "exampleSyncToken",
    "CompanyAddr": {
      "City": "Mountain View",
      "Country": "USA",
      "CountrySubDviisionCode": "CA",
      "Line1": "2500 Garcia Ave",
      "PostalCode": "94043"
    }
  }
}

Get Customer By Display Name​

Retrieve information about the Customer which matches the given Display Name. | key: getCustomerByDisplayName

InputNotesExample
Customer Display Name

The name shown for the customer in the QuickBooks UI and on transactions.

Smith Rocket Company
Connection

The QuickBooks connection to use.

{
  "data": {
    "Id": "exampleId",
    "SyncToken": "asdf123",
    "MetaData": {},
    "EmailMessagesPrefs": {},
    "ProductAndServicesPrefs": {},
    "ReportPrefs": {}
  }
}

Get Customer By ID​

Retrieve information about the Customer which matches the given ID. | key: getCustomerById

InputNotesExample
Customer ID

The id of the customer to get.

56
Connection

The QuickBooks connection to use.

{
  "data": {
    "Id": "exampleId",
    "SyncToken": "asdf123",
    "MetaData": {},
    "EmailMessagesPrefs": {},
    "ProductAndServicesPrefs": {},
    "ReportPrefs": {}
  }
}

Get Invoice By ID​

Retrieve information about the Invoice which matches the given ID. | key: getInvoiceById

InputNotesExample
Invoice ID

The id of the invoice to get.

259
Connection

The QuickBooks connection to use.

Get Refund Receipt​

Retrieve an existing Refund Receipt from QuickBooks. | key: getRefundReceipt

InputNotesExample
Connection

The QuickBooks connection to use.

Receipt ID

The unique identifier of the refund receipt.

101

Get Refund Receipt as PDF​

Retrieve an existing Refund Receipt from QuickBooks as a PDF. | key: getRefundReceiptAsPDF

InputNotesExample
Connection

The QuickBooks connection to use.

Receipt ID

The unique identifier of the refund receipt.

101

Get Sales Receipt​

Retrieve the information and metadata of a Sales Receipt by ID. | key: getReceipt

InputNotesExample
Connection

The QuickBooks connection to use.

Receipt ID

The unique identifier of the refund receipt.

101

Get Vendor Expenses​

Retrieve information about vendor expenses. | key: queryVendorExpenses

InputNotesExample
Query Params

Customize the information returned in the report by specifying query parameters with the query. Listed here are the query parameters available for this report: customer, vendor, end_date, date_macro, class, sort_order, summarize_column_id, department, accounting_method, and start_date

Connection

The QuickBooks connection to use.

This action wraps QuickBooks' Query a Report API endpoint. Query parameters can be added to filter results by customer, vendor, department, accounting_method, or class. Keys summarize_column_by and sort_order determine how the result should be structured. Specify a date_macro, or a combination of a start_date and end_date (both need to be specified) to get expenses from a particular date range.

Query vendor expenses action

List Accounts​

Retrieve a list of all Accounts. | key: listAccounts

InputNotesExample
Fetch All

When true, automatically fetches all pages of results rather than returning a single page.

false
Max Results

The maximum number of results to return.

1000
Connection

The QuickBooks connection to use.

Start Position

The starting position (1-based) from which to return results in a paginated query.

1

{
  "data": [
    {
      "Name": "Gas and Electric",
      "SubAccount": true,
      "ParentRef": {
        "value": "24"
      },
      "FullyQualifiedName": "Utilities:Gas and Electric",
      "Active": true,
      "Classification": "Expense",
      "AccountType": "Expense",
      "AccountSubType": "Utilities",
      "CurrentBalance": 0,
      "CurrentBalanceWithSubAccounts": 0,
      "CurrencyRef": {
        "value": "USD",
        "name": "United States Dollar"
      },
      "domain": "QBO",
      "sparse": false,
      "Id": "76",
      "SyncToken": "0",
      "MetaData": {
        "CreateTime": "2022-04-24T10:30:29-07:00",
        "LastUpdatedTime": "2022-04-24T10:30:29-07:00"
      }
    }
  ]
}

List Attachments​

Retrieve a list of all Attachments linked to an entity. | key: listAttachments

InputNotesExample
Attachable Entity ID

The unique identifier of the QuickBooks entity that the attachment is linked to.

611
Attachable Entity Type

The type of the QuickBooks entity that the attachment is linked to (e.g., purchase, invoice, bill).

purchase
Connection

The QuickBooks connection to use.

{
  "data": [
    {
      "Id": "100000000004062174",
      "sparse": true
    },
    {
      "Id": "100000000004158481",
      "sparse": true
    }
  ]
}

List Customers​

Retrieve a list of all Customers. | key: listCustomers

InputNotesExample
Fetch All

When true, automatically fetches all pages of results rather than returning a single page.

false
Max Results

The maximum number of results to return.

1000
Connection

The QuickBooks connection to use.

Start Position

The starting position (1-based) from which to return results in a paginated query.

1

{
  "data": [
    {
      "Taxable": false,
      "BillAddr": {
        "Id": "30",
        "Line1": "45612 Main St.",
        "City": "Bayshore",
        "CountrySubDivisionCode": "CA",
        "PostalCode": "94326",
        "Lat": "45.256574",
        "Long": "-66.0943698"
      },
      "ShipAddr": {
        "Id": "30",
        "Line1": "45612 Main St.",
        "City": "Bayshore",
        "CountrySubDivisionCode": "CA",
        "PostalCode": "94326",
        "Lat": "45.256574",
        "Long": "-66.0943698"
      },
      "Job": false,
      "BillWithParent": false,
      "Balance": 375,
      "BalanceWithJobs": 375,
      "CurrencyRef": {
        "value": "USD",
        "name": "United States Dollar"
      },
      "PreferredDeliveryMethod": "Print",
      "IsProject": false,
      "ClientEntityId": "0",
      "domain": "QBO",
      "sparse": false,
      "Id": "29",
      "SyncToken": "0",
      "MetaData": {
        "CreateTime": "2022-04-19T17:29:04-07:00",
        "LastUpdatedTime": "2022-04-25T11:09:08-07:00"
      },
      "GivenName": "Test",
      "FamilyName": "Test",
      "FullyQualifiedName": "Test Consulting",
      "CompanyName": "Test Consulting",
      "DisplayName": "Test Consulting",
      "PrintOnCheckName": "Test Consulting",
      "Active": true,
      "V4IDPseudonym": "002098a6974364ee434c6fa12125da1d76756e",
      "PrimaryPhone": {
        "FreeFormNumber": "(650) 555-1423"
      },
      "PrimaryEmailAddr": {
        "Address": "test@test.com"
      }
    }
  ]
}

List Invoices​

Retrieve a list of all Invoices. | key: listInvoices

InputNotesExample
Fetch All

When true, automatically fetches all pages of results rather than returning a single page.

false
Max Results

The maximum number of results to return.

1000
Connection

The QuickBooks connection to use.

Start Position

The starting position (1-based) from which to return results in a paginated query.

1

{
  "data": [
    {
      "TxnDate": "2015-07-24",
      "domain": "QBO",
      "PrintStatus": "NeedToPrint",
      "TotalAmt": 150,
      "Line": [
        {
          "LineNum": 1,
          "Amount": 150,
          "SalesItemLineDetail": {
            "TaxCodeRef": {
              "value": "NON"
            },
            "ItemRef": {
              "name": "Services",
              "value": "1"
            }
          },
          "Id": "1",
          "DetailType": "SalesItemLineDetail"
        },
        {
          "DetailType": "SubTotalLineDetail",
          "Amount": 150,
          "SubTotalLineDetail": {}
        }
      ],
      "DueDate": "2015-08-23",
      "ApplyTaxAfterDiscount": false,
      "DocNumber": "1070",
      "sparse": false,
      "ProjectRef": {
        "value": "39298034"
      },
      "Deposit": 0,
      "Balance": 150,
      "CustomerRef": {
        "name": "Amy's Bird Sanctuary",
        "value": "1"
      },
      "TxnTaxDetail": {
        "TotalTax": 0
      },
      "SyncToken": "0",
      "LinkedTxn": [],
      "ShipAddr": {
        "City": "Bayshore",
        "Line1": "4581 Finch St.",
        "PostalCode": "94326",
        "Lat": "INVALID",
        "Long": "INVALID",
        "CountrySubDivisionCode": "CA",
        "Id": "109"
      },
      "EmailStatus": "NotSet",
      "BillAddr": {
        "City": "Bayshore",
        "Line1": "4581 Finch St.",
        "PostalCode": "94326",
        "Lat": "INVALID",
        "Long": "INVALID",
        "CountrySubDivisionCode": "CA",
        "Id": "2"
      },
      "MetaData": {
        "CreateTime": "2015-07-24T10:35:08-07:00",
        "LastUpdatedTime": "2015-07-24T10:35:08-07:00"
      },
      "CustomField": [
        {
          "DefinitionId": "1",
          "Type": "StringType",
          "Name": "Crew #"
        }
      ],
      "Id": "239"
    }
  ]
}

List Purchase Orders​

Retrieve a list of all Purchase Orders. | key: listPurchaseOrders

InputNotesExample
Fetch All

When true, automatically fetches all pages of results rather than returning a single page.

false
Max Results

The maximum number of results to return.

1000
Connection

The QuickBooks connection to use.

Start Position

The starting position (1-based) from which to return results in a paginated query.

1

{
  "data": [
    {
      "DocNumber": "1007",
      "SyncToken": "0",
      "domain": "QBO",
      "VendorRef": {
        "name": "Hicks Hardware",
        "value": "41"
      },
      "TxnDate": "2015-07-28",
      "TotalAmt": 25,
      "APAccountRef": {
        "name": "Accounts Payable (A/P)",
        "value": "33"
      },
      "sparse": false,
      "Line": [
        {
          "DetailType": "ItemBasedExpenseLineDetail",
          "Amount": 25,
          "ProjectRef": {
            "value": "39298034"
          },
          "Id": "1",
          "ItemBasedExpenseLineDetail": {
            "ItemRef": {
              "name": "Garden Supplies",
              "value": "38"
            },
            "CustomerRef": {
              "name": "Cool Cars",
              "value": "3"
            },
            "Qty": 1,
            "TaxCodeRef": {
              "value": "NON"
            },
            "BillableStatus": "NotBillable",
            "UnitPrice": 25
          }
        }
      ],
      "CustomField": [
        {
          "DefinitionId": "1",
          "Type": "StringType",
          "Name": "Crew #"
        },
        {
          "DefinitionId": "2",
          "Type": "StringType",
          "Name": "Sales Rep"
        }
      ],
      "Id": "259",
      "MetaData": {
        "CreateTime": "2015-07-28T16:06:03-07:00",
        "LastUpdatedTime": "2015-07-28T16:06:03-07:00"
      }
    }
  ]
}

List Refund Receipts​

Retrieve a list of all Refund Receipts. | key: listRefundReceipts

InputNotesExample
Fetch All

When true, automatically fetches all pages of results rather than returning a single page.

false
Max Results

The maximum number of results to return.

1000
Connection

The QuickBooks connection to use.

Start Position

The starting position (1-based) from which to return results in a paginated query.

1

{
  "data": [
    {
      "DocNumber": "1020",
      "SyncToken": "0",
      "domain": "QBO",
      "Balance": 0,
      "PaymentMethodRef": {
        "name": "Check",
        "value": "2"
      },
      "BillAddr": {
        "Line4": "South Orange, NJ  07079",
        "Line3": "350 Mountain View Dr.",
        "Line2": "Pye's Cakes",
        "Line1": "Karen Pye",
        "Long": "-74.2609903",
        "Lat": "40.7489277",
        "Id": "73"
      },
      "DepositToAccountRef": {
        "name": "Checking",
        "value": "35"
      },
      "TxnDate": "2014-09-17",
      "TotalAmt": 87.5,
      "CustomerRef": {
        "name": "Pye's Cakes",
        "value": "15"
      },
      "CustomerMemo": {
        "value": "Thank you for your business and have a great day!"
      },
      "PrintStatus": "NotSet",
      "BillEmail": {
        "Address": "pyescakes@intuit.com"
      },
      "sparse": false,
      "Line": [
        {
          "Description": "Refund - Pest control was ineffective",
          "DetailType": "SalesItemLineDetail",
          "SalesItemLineDetail": {
            "TaxCodeRef": {
              "value": "NON"
            },
            "Qty": 2.5,
            "UnitPrice": 35,
            "ItemRef": {
              "name": "Pest Control",
              "value": "10"
            }
          },
          "LineNum": 1,
          "Amount": 87.5,
          "Id": "1"
        },
        {
          "DetailType": "SubTotalLineDetail",
          "Amount": 87.5,
          "SubTotalLineDetail": {}
        }
      ],
      "ApplyTaxAfterDiscount": false,
      "CustomField": [
        {
          "DefinitionId": "1",
          "Type": "StringType",
          "Name": "Crew #"
        }
      ],
      "Id": "66",
      "TxnTaxDetail": {
        "TotalTax": 0
      },
      "MetaData": {
        "CreateTime": "2014-09-17T15:35:07-07:00",
        "LastUpdatedTime": "2014-09-17T15:35:07-07:00"
      }
    }
  ]
}

Query Resource​

Query a QuickBooks resource using their SQL-like data query language. | key: queryResource

InputNotesExample
API Minor Version

The QuickBooks API minor version to use for this request. Controls which API features and response formats are applied.

75
Query String

Must be a valid query string as defined by the QuickBooks API. Single quotes must be escaped with a backslash.

select * from department
Connection

The QuickBooks connection to use.

This action allows for sending queries to the Query endpoint. Please refer to QuickBooks' documentation for building custom queries.

Raw Request​

Send raw HTTP request to QuickBooks. | key: rawRequest

InputNotesExample
Connection

The QuickBooks connection to use.

Data

The HTTP body payload to send to the URL.

{"exampleKey": "Example Data"}
File Data

File Data to be sent as a multipart form upload.

[{key: "example.txt", value: "My File Contents"}]
File Data File Names

File names to apply to the file data inputs. Keys must match the file data keys above.

Form Data

The Form Data to be sent as a multipart form upload.

[{"key": "Example Key", "value": new Buffer("Hello World")}]
Header

A list of headers to send with the request.

User-Agent: curl/7.64.1
Max Retry Count

The maximum number of retries to attempt. Specify 0 for no retries.

0
Method

The HTTP method to use.

Query Parameter

A list of query parameters to send with the request. This is the portion at the end of the URL similar to ?key1=value1&key2=value2.

Response Type

The type of data you expect in the response. You can request json, text, or binary data.

json
Retry On All Errors

If true, retries on all erroneous responses regardless of type. This is helpful when retrying after HTTP 429 or other 3xx or 4xx errors. Otherwise, only retries on HTTP 5xx and network errors.

false
Retry Delay (ms)

The delay in milliseconds between retries. This is used when 'Use Exponential Backoff' is disabled.

0
Timeout

The maximum time that a client will await a response to its request

2000
URL

Input the path only (/invoice), The base URL is already included (https://quickbooks.api.intuit.com/v3/company/1234567890 for production or https://sandbox-quickbooks.api.intuit.com/v3/company/1234567890 for sandbox). For example, to connect to https://quickbooks.api.intuit.com/v3/company/1234567890/invoice, only /invoice is entered in this field.

/invoice
Use Exponential Backoff

Specifies whether to use a pre-defined exponential backoff strategy for retries. When enabled, 'Retry Delay (ms)' is ignored.

false

Read Attachable​

Read an attachable object. | key: readAnAttachable

InputNotesExample
Attachable ID

The unique identifier of the attachment.

5000000000001348400
Connection

The QuickBooks connection to use.

API Minor Version

The QuickBooks API minor version to use for this request. Controls which API features and response formats are applied.

75

Send Refund Receipt​

Send an existing Refund Receipt to the email saved in QuickBooks. | key: sendRefundReceipt

InputNotesExample
Connection

The QuickBooks connection to use.

Receipt ID

The unique identifier of the refund receipt.

101

Send Refund Receipt to Email​

Send an existing Refund Receipt in QuickBooks to any email. | key: sendRefundReceiptToEmail

InputNotesExample
Email

The email address to send the receipt to.

someone@example.com
Connection

The QuickBooks connection to use.

Receipt ID

The unique identifier of the refund receipt.

101

Update Attachable​

Update any of the writable fields of an existing attachable object. | key: updateAttachable

InputNotesExample
Connection

The QuickBooks connection to use.

API Minor Version

The QuickBooks API minor version to use for this request. Controls which API features and response formats are applied.

75
Update Request Body

The request body must include all writable fields of the existing object as returned in a read response. Writable fields omitted from the request body are set to NULL. The ID of the object to update is specified in the request body.

Update Purchase Order​

Update an existing Purchase Order. | key: updatePurchaseOrder

InputNotesExample
AP Account ID

The unique identifier of the accounts payable account to which the bill is credited.

33
Base Record

Reference the existing record (from 'Get Resource' or other action) or desired base record; QuickBooks only does 'full' updates and treats unspecified keys as clearing out that field.

Connection

The QuickBooks connection to use.

Dynamic Fields

A field for dynamic inputs that can be configured at deploy time with the use of a key/value config variable.

Optional Values

The names of optional fields and their values to use when creating/updating a record. For example, if you have a custom configured field that is not represented as an input, here you are able to specify its key and assign it a value.

Purchase Order ID

The id of the purchase order to update.

259
Lines

Data representing line items of Purchase Orders; see 'Line' in QuickBooks' docs at https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/purchaseorder#create-a-purchase-order

Sync Token

The sync token of a QuickBooks resource, used for optimistic concurrency control during updates.

0
Vendor ID

The unique identifier of the vendor referenced in this transaction.

56

{
  "data": {
    "PurchaseOrder": {
      "DocNumber": "1005",
      "SyncToken": "0",
      "POEmail": {
        "Address": "send_email@intuit.com"
      },
      "APAccountRef": {
        "name": "Accounts Payable (A/P)",
        "value": "33"
      },
      "CurrencyRef": {
        "name": "United States Dollar",
        "value": "USD"
      },
      "TxnDate": "2015-07-28",
      "TotalAmt": 25,
      "ShipAddr": {
        "Line4": "Half Moon Bay, CA  94213",
        "Line3": "65 Ocean Dr.",
        "Id": "121",
        "Line1": "Grace Pariente",
        "Line2": "Cool Cars"
      },
      "domain": "QBO",
      "Id": "257",
      "POStatus": "Open",
      "sparse": false,
      "EmailStatus": "NotSet",
      "VendorRef": {
        "name": "Hicks Hardware",
        "value": "41"
      },
      "Line": [
        {
          "DetailType": "ItemBasedExpenseLineDetail",
          "Amount": 25,
          "Id": "1",
          "ItemBasedExpenseLineDetail": {
            "ItemRef": {
              "name": "Garden Supplies",
              "value": "38"
            },
            "CustomerRef": {
              "name": "Cool Cars",
              "value": "3"
            },
            "Qty": 1,
            "TaxCodeRef": {
              "value": "NON"
            },
            "BillableStatus": "NotBillable",
            "UnitPrice": 25
          }
        }
      ],
      "CustomField": [
        {
          "DefinitionId": "1",
          "Type": "StringType",
          "Name": "Crew #"
        },
        {
          "DefinitionId": "2",
          "Type": "StringType",
          "Name": "Sales Rep"
        }
      ],
      "VendorAddr": {
        "Line4": "Middlefield, CA  94303",
        "Line3": "42 Main St.",
        "Id": "120",
        "Line1": "Geoff Hicks",
        "Line2": "Hicks Hardware"
      },
      "MetaData": {
        "CreateTime": "2015-07-28T16:01:47-07:00",
        "LastUpdatedTime": "2015-07-28T16:01:47-07:00"
      }
    },
    "time": "2015-07-28T16:04:49.874-07:00"
  }
}

Update Refund Receipt​

Update the contents of an existing Refund Receipt in QuickBooks. | key: updateRefundReceipt

InputNotesExample
Billing Address ID

The unique identifier of the billing address.

78
Custom Fields

Specify any optional custom fields to be attached. A custom field is a JavaScript Object that consists of a DefinitionId: String, Type: String, and Name: String. If you don't want to supply any custom fields, simply provide an empty JavaScript Array []

Optional Values

The names of optional fields and their values to use when creating/updating a record. For example, if you have a custom configured field that is not represented as an input, here you are able to specify its key and assign it a value.

Billing Latitude

The latitude coordinate of the billing address.

40.7489277
Billing Line 1

The first line of the billing address, typically the name or primary address line.

Karen Pye
Billing Line 2

The second line of the billing address, typically used for a business or suite name.

Pye's Cakes
Billing Line 3

The third line of the billing address, typically used for street address or suite information.

350 Mountain View Dr.
Billing Line 4

The fourth line of the billing address, typically used for city, state, and ZIP code.

South Orange, NJ 07079
Line Items

For each list item, provide a JavaScript Object that represents an individual line item. Please follow the shape provided in the example. For more information on the line item object refer to the QuickBooks documentation: https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/salesreceipt#create-a-salesreceipt

Billing Longitude

The longitude coordinate of the billing address.

-74.2609903
Connection

The QuickBooks connection to use.

Receipt ID

The unique identifier of the refund receipt.

101
Sync Token

The sync token of a QuickBooks resource, used for optimistic concurrency control during updates.

0
Total Amount

The total monetary amount on the receipt.

150

Update Resource​

Update a resource in QuickBooks. | key: updateResource

InputNotesExample
Connection

The QuickBooks connection to use.

Resource Attributes

A list of attributes used to create a resource in QuickBooks. For more information refer to https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/customer.

Resource Data

An optional full map of the resource data.

ID

The primary unique identifier of a QuickBooks resource.

123
Resource Type

The type of QuickBooks resource to operate on.

Sync Token

The sync token of a QuickBooks resource, used for optimistic concurrency control during updates.

0

Upload Attachment​

Upload an attachment to an object. | key: uploadAttachment

InputNotesExample
Connection

The QuickBooks connection to use.

Entity Reference Type

Object reference to which this attachment is linked. Set this value with the specific type of the target object (e.g., Invoice, Bill, Purchase).

Invoice
Entity Reference Value

Object reference to which this attachment is linked. Set this value with the ID of the target object as returned in its response body when queried.

95
File

The file to attach. This should be a reference to a previous step's output.

File Name

The file name of the attachment.

receipt_nov15.jpg
File Type

The MIME type of the attachment file.

Include on Send

When true, the attachment is sent along with the transaction when the Save and Send button is clicked in the QuickBooks UI or when the Send endpoint is invoked.

false
API Minor Version

The QuickBooks API minor version to use for this request. Controls which API features and response formats are applied.

75
Note

The note is either related to the attachment specified with the FileName attribute, or as a standalone note. Required for note attachments.

Void Invoice​

Void an Invoice. | key: voidInvoice

InputNotesExample
Invoice ID

The id of the invoice to void.

259
Connection

The QuickBooks connection to use.

Sync Token

The sync token of a QuickBooks resource, used for optimistic concurrency control during updates.

0

Changelog​

2026-02-27​

Added inline data source for attachments to enable dynamic dropdown selection

2026-02-19​

  • Added webhook trigger that automatically detects and normalizes both CloudEvents and legacy QuickBooks webhook formats. Supports Customer, Invoice, and all other QuickBooks entity changes.