![quickbooks icon](/docs/img/components/icons/60/cXVpY2tib29rcw==.png) # QuickBooks Connector key: quickbooks[Source](https://github.com/prismatic-io/components/tree/main/components/quickbooks)[API Docs](https://developer.intuit.com/app/developer/qbo/docs/develop/authentication-and-authorization/oauth-2.0)[API Changelog](https://developer.intuit.com/app/developer/qbo/docs/release-notes/platform-release-notes)[Connector Changelog](#changelog) ## Description[​](#description "Direct link to Description") [QuickBooks](https://quickbooks.intuit.com/) is an accounting and payment platform for individuals and businesses. This component allows generating invoices, managing customers, and more within the QuickBooks platform. #### API Documentation[​](#api-documentation "Direct link to API Documentation") This component was built using the [QuickBooks Online API Documentation](https://developer.intuit.com/app/developer/qbo/docs/get-started) The [QuickBooks Sandbox](https://developer.intuit.com/app/developer/qbo/docs/develop/sandboxes) allows developers to develop and test integrations without affecting real customer data. Point integrations at this sandbox during development and testing. ## Connections[​](#connections "Direct link to Connections") ### OAuth 2.0[​](#oauth2 "Direct link to OAuth 2.0") **key: oauth2** QuickBooks uses OAuth 2.0 to authenticate requests against the QuickBooks Online API. #### Prerequisites[​](#prerequisites "Direct link to Prerequisites") * A QuickBooks account with access to the [Intuit Developer Portal](https://developer.intuit.com/) #### Setup Steps[​](#setup-steps "Direct link to Setup Steps") 1. [Create an app](https://developer.intuit.com/app/developer/qbo/docs/develop/authentication-and-authorization/oauth-2.0-playground#get-the-access-token) 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](https://developer.intuit.com/app/developer/qbo/docs/learn/scopes) 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[​](#configure-the-connection "Direct link to 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](https://developer.intuit.com/app/developer/qbo/docs/learn/scopes) * **Use Sandbox**: Enable to connect to the [QuickBooks Sandbox](https://developer.intuit.com/app/developer/qbo/docs/develop/sandboxes) for testing without affecting real customer data #### Production Access[​](#production-access "Direct link to Production Access") Intuit separates the QuickBooks development experience from production to protect real financial data. Apps are issued sandbox credentials by default that only connect to test data. Separate production credentials must be obtained before the integration can access live QuickBooks accounts. QuickBooks Online apps begin with sandbox credentials. To connect to live QuickBooks accounts, switch to production credentials within the Intuit Developer Portal. 1. Navigate to the app in the [Intuit Developer Portal](https://developer.intuit.com/app/developer/dashboard) 2. Select the **Production** tab (next to the **Sandbox** tab) 3. Ensure the redirect URI is accessible over HTTPS. Intuit requires production apps to use HTTPS redirect URIs 4. Copy the **Client ID** and **Client Secret** from the **Production Keys** section Update the connection configuration with the production **Client ID** and **Client Secret**, and disable the **Use Sandbox** toggle. App Store Listing If distributing the integration through the [QuickBooks App Store](https://apps.intuit.com/), a formal listing review is required. For private integrations used within a single organization, App Store listing is not required and no formal review applies. | Input | Notes | Example | | ------------- | -------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------- | | 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[​](#triggers "Direct link to Triggers") ### Entity Change Events[​](#webhook "Direct link to Entity Change Events") Receive webhook notifications from QuickBooks when entity changes occur. | **key: webhook** | Input | Notes | Example | | ---------- | --------------------------------- | ------- | | Connection | The QuickBooks connection to use. | | QuickBooks sends [webhook notifications](https://developer.intuit.com/app/developer/qbo/docs/develop/webhooks) 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](https://developer.intuit.com/app/developer/qbo/docs/develop/webhooks/cloudevents-webhooks) and legacy webhook formats into a consistent data structure, so no additional parsing is required. #### How It Works[​](#how-it-works "Direct link to How It Works") 1. Configure a webhook subscription in the [QuickBooks Developer Portal](https://developer.intuit.com/) 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[​](#event-types "Direct link to Event Types") Common Entity Change Events | Entity | Operations | Description | | --------------- | ----------------------------- | ---------------------------- | | `Account` | Create, Update, Delete | Chart of accounts changes | | `Customer` | Create, Update, Delete, Merge | Customer record changes | | `Invoice` | Create, Update, Delete, Void | Invoice lifecycle events | | `Payment` | Create, Update, Delete, Void | Payment processing events | | `Bill` | Create, Update, Delete | Vendor bill changes | | `Vendor` | Create, Update, Delete, Merge | Vendor record changes | | `Item` | Create, Update, Delete | Product and service changes | | `Employee` | Create, Update, Delete | Employee record changes | | `Purchase` | Create, Update, Delete | Purchase transaction changes | | `Estimate` | Create, Update, Delete | Estimate lifecycle events | | `SalesReceipt` | Create, Update, Delete, Void | Sales receipt events | | `RefundReceipt` | Create, Update, Delete, Void | Refund receipt events | | `PurchaseOrder` | Create, Update, Delete | Purchase order changes | Refer to the [QuickBooks webhook documentation](https://developer.intuit.com/app/developer/qbo/docs/develop/webhooks) for the complete and up-to-date list of supported entities and operations. #### Returned Data[​](#returned-data "Direct link to Returned Data") The trigger normalizes both webhook formats into a consistent `NormalizedWebhookOutput` structure available at `payload.body.data`: Example Payload (CloudEvents format) ```json { "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) ```json { "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[​](#notes "Direct link to Notes") * **Legacy format deprecation**: QuickBooks will require CloudEvents format after **May 15, 2026**. Update webhook subscriptions in the [QuickBooks Developer Portal](https://developer.intuit.com/) 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. *** ### New and Updated Records[​](#pollchangestrigger "Direct link to New and Updated Records") Polls QuickBooks Online's Query API for entity records modified at or after the last poll. Records with `Metadata.CreateTime` after the last poll go to the `created` bucket; older records modified since the last poll go to `updated`. | **key: pollChangesTrigger** | Input | Notes | Example | | -------------------- | -------------------------------------------------------------------------------------------------------------- | ------- | | Connection | The QuickBooks connection to use. | | | Resource Type | The QuickBooks entity type to poll for changes. | | | Show New Records | When enabled, records with `Metadata.CreateTime` after the last poll are included in the `created` bucket. | true | | Show Updated Records | When enabled, records modified after the last poll (but created earlier) are included in the `updated` bucket. | true | Example Payload for New and Updated Records[⤓](https://prismatic.io/docs/example-payloads/quickbooks/triggers/pollChangesTrigger.json "Download example payload") Loading… *** ## Data Sources[​](#data-sources "Direct link to Data Sources") ### Select Account[​](#selectaccount "Direct link to Select Account") Select an Account from a dropdown menu. | **key: selectAccount** | **type: picklist** | Input | Notes | Example | | ---------- | --------------------------------- | ------- | | Connection | The QuickBooks connection to use. | | Example Payload for Select Account[⤓](https://prismatic.io/docs/example-payloads/quickbooks/data-sources/selectAccount.json "Download example payload") Loading… *** ### Select Attachment[​](#selectattachment "Direct link to Select Attachment") Select an attachment from a dropdown menu. | **key: selectAttachment** | **type: picklist** | Input | Notes | Example | | ---------- | --------------------------------- | ------- | | Connection | The QuickBooks connection to use. | | Example Payload for Select Attachment[⤓](https://prismatic.io/docs/example-payloads/quickbooks/data-sources/selectAttachment.json "Download example payload") Loading… *** ### Select Customer[​](#selectcustomer "Direct link to Select Customer") Select a Customer from a dropdown menu. | **key: selectCustomer** | **type: picklist** | Input | Notes | Example | | ---------- | --------------------------------- | ------- | | Connection | The QuickBooks connection to use. | | Example Payload for Select Customer[⤓](https://prismatic.io/docs/example-payloads/quickbooks/data-sources/selectCustomer.json "Download example payload") Loading… *** ### Select Invoice[​](#selectinvoice "Direct link to Select Invoice") Select an Invoice from a dropdown menu. | **key: selectInvoice** | **type: picklist** | Input | Notes | Example | | ---------- | --------------------------------- | ------- | | Connection | The QuickBooks connection to use. | | Example Payload for Select Invoice[⤓](https://prismatic.io/docs/example-payloads/quickbooks/data-sources/selectInvoice.json "Download example payload") Loading… *** ### Select Purchase Order[​](#selectpurchaseorder "Direct link to Select Purchase Order") Select a Purchase Order from a dropdown menu. | **key: selectPurchaseOrder** | **type: picklist** | Input | Notes | Example | | ---------- | --------------------------------- | ------- | | Connection | The QuickBooks connection to use. | | Example Payload for Select Purchase Order[⤓](https://prismatic.io/docs/example-payloads/quickbooks/data-sources/selectPurchaseOrder.json "Download example payload") Loading… *** ### Select Refund Receipt[​](#selectrefundreceipt "Direct link to Select Refund Receipt") Select a Refund Receipt from a dropdown menu. | **key: selectRefundReceipt** | **type: picklist** | Input | Notes | Example | | ---------- | --------------------------------- | ------- | | Connection | The QuickBooks connection to use. | | Example Payload for Select Refund Receipt[⤓](https://prismatic.io/docs/example-payloads/quickbooks/data-sources/selectRefundReceipt.json "Download example payload") Loading… *** ### Select Term[​](#selectterm "Direct link to Select Term") Select a payment term from a dropdown menu. | **key: selectTerm** | **type: picklist** | Input | Notes | Example | | ---------- | --------------------------------- | ------- | | Connection | The QuickBooks connection to use. | | Example Payload for Select Term[⤓](https://prismatic.io/docs/example-payloads/quickbooks/data-sources/selectTerm.json "Download example payload") Loading… *** ## Actions[​](#actions "Direct link to Actions") ### Batch Request[​](#batchrequest "Direct link to Batch Request") Perform a batch request against the QuickBooks API. | **key: batchRequest** | Input | Notes | Example | | ------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------- | | 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. | See Example | | Connection | The QuickBooks connection to use. | | Example Payload for Batch Request[⤓](https://prismatic.io/docs/example-payloads/quickbooks/actions/batchRequest.json "Download example payload") Loading… *** ### Create Invoice[​](#createinvoicev2 "Direct link to Create Invoice") Create a new invoice using individual field inputs. | **key: createInvoiceV2** | Input | Notes | Example | | ------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------- | | Apply Tax After Discount | When true, applies tax after discount is calculated. | false | | Bill Email | The email address to send the invoice to. | customer\@example.com | | Bill Email BCC | The BCC email address for the invoice. | records\@example.com | | Bill Email CC | The CC email address for the invoice. | accounting\@example.com | | Billing City | The city of the billing address. | Mountain View | | Billing Address Line 1 | Line 1 of the billing address. | 123 Main Street | | Billing Address Line 2 | Line 2 of the billing address. | Suite 200 | | Billing Postal Code | The postal code of the billing address. | 94043 | | Billing State | The state or province of the billing address. | CA | | Customer ID | The ID of the customer to attach to the receipt. | 56 | | Customer Memo | A memo that appears on the invoice sent to the customer. | Thank you for your business! | | Customer Name | The name of the customer that will show on the receipt. | John Doe | | Custom Fields | A JSON array of custom field objects. Each object requires DefinitionId (the custom field ID), Type (e.g., "StringType"), and Name (the field label). Leave empty if no custom fields are needed. | See Example | | Document Number | The reference number for the invoice. | INV-1001 | | Due Date | The due date of the invoice in YYYY-MM-DD format. | 2026-04-30 | | 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. | | | Invoice Date | The transaction date of the invoice in YYYY-MM-DD format. | 2026-03-31 | | Line Items | A JSON array of line item objects. Each line item requires a DetailType, Amount, and a detail object matching the type. The most common type is "SalesItemLineDetail" with ItemRef (value is the item ID), Qty, and UnitPrice. Add multiple objects to the array for multiple line items. See [QuickBooks documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/salesreceipt#create-a-salesreceipt) for all supported line types. | See Example | | Private Note | An internal note that is not visible to the customer. | Follow up in 30 days | | Connection | The QuickBooks connection to use. | | | Sales Term ID | The ID of the sales term (e.g., Net 30) to apply to the invoice. | 3 | | Shipping City | The city of the shipping address. | Palo Alto | | Shipping Address Line 1 | Line 1 of the shipping address. | 456 Oak Avenue | | Shipping Address Line 2 | Line 2 of the shipping address. | Building B | | Shipping Postal Code | The postal code of the shipping address. | 94301 | | Shipping State | The state or province of the shipping address. | CA | Example Payload for Create Invoice[⤓](https://prismatic.io/docs/example-payloads/quickbooks/actions/createInvoiceV2.json "Download example payload") Loading… *** ### Create Invoice (JSON)[​](#createinvoice "Direct link to Create Invoice (JSON)") Create an invoice by providing a raw JSON payload matching the QuickBooks API schema. | **key: createInvoice** | Input | Notes | Example | | ---------- | ----------------------------------------------------------- | ----------- | | Data | A string of JSON data that represents a QuickBooks invoice. | See Example | | Connection | The QuickBooks connection to use. | | *** ### Create Item[​](#createnoninventoryitem "Direct link to Create Item") Create a new non-inventory item in QuickBooks. | **key: createNonInventoryItem** | Input | Notes | Example | | ----------------------- | -------------------------------------------------- | ----------- | | API Minor Version | The minor version of the QuickBooks API to use. | 75 | | Non-Inventory Item Data | The attributes of the non-inventory item to create | See Example | | Connection | The QuickBooks connection to use. | | *** ### Create Note Attachment[​](#createnoteattachment "Direct link to Create Note Attachment") Attach a note to an object. | **key: createNoteAttachment** | Input | Notes | Example | | ---------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------- | | 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. | 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 | Used when Entity Reference Type references a transaction object. This field indicates whether or not the attachment is sent with the transaction when Save and Send button is clicked in the QuickBooks UI or when the Send endpoint is invoked for the object. | false | | API Minor Version | The minor version of the QuickBooks API to use. | 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[​](#createpurchaseorder "Direct link to Create Purchase Order") Create a new Purchase Order. | **key: createPurchaseOrder** | Input | Notes | Example | | --------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------- | | AP Account ID | The AP account to which the bill is credited. | | | 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 vendor referenced in this transaction. | | Example Payload for Create Purchase Order[⤓](https://prismatic.io/docs/example-payloads/quickbooks/actions/createPurchaseOrder.json "Download example payload") Loading… *** ### Create Refund Receipt[​](#createrefundreceipt "Direct link to Create Refund Receipt") Create a new Refund Receipt in QuickBooks. | **key: createRefundReceipt** | Input | Notes | Example | | ------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------- | | Account ID | The ID 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 | A JSON array of custom field objects. Each object requires DefinitionId (the custom field ID), Type (e.g., "StringType"), and Name (the field label). Leave empty if no custom fields are needed. | See Example | | 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 of the billing address. | 40.7489277 | | Billing Line 1 | Line 1 of the billing address. | Karen Pye | | Billing Line 2 | Line 2 of the billing address. | Pye's Cakes | | Billing Line 3 | Line 3 of the billing address. | 350 Mountain View Dr. | | Billing Line 4 | Line 4 of the billing address. | South Orange, NJ 07079 | | Line Items | A JSON array of line item objects. Each line item requires a DetailType, Amount, and a detail object matching the type. The most common type is "SalesItemLineDetail" with ItemRef (value is the item ID), Qty, and UnitPrice. Add multiple objects to the array for multiple line items. See [QuickBooks documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/salesreceipt#create-a-salesreceipt) for all supported line types. | See Example | | Billing Longitude | The longitude of the billing address. | -74.2609903 | | Connection | The QuickBooks connection to use. | | *** ### Create Resource[​](#createresource "Direct link to Create Resource") Create a new resource in QuickBooks. | **key: createResource** | Input | Notes | Example | | ------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------- | | 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[​](#createreceipt "Direct link to Create Sales Receipt") Create a new Sales Receipt in QuickBooks. | **key: createReceipt** | Input | Notes | Example | | ------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------- | | Account ID | The ID 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, applies tax after discount is calculated. | false | | Create Time | The date and time when the record was created in ISO 8601 format. | 2014-09-16T14:59:48-07:00 | | Customer ID | The ID of the customer to attach to the receipt. | 56 | | Customer Name | The name of the customer that will show on the receipt. | John Doe | | Custom Fields | A JSON array of custom field objects. Each object requires DefinitionId (the custom field ID), Type (e.g., "StringType"), and Name (the field label). Leave empty if no custom fields are needed. | See Example | | Line Items | A JSON array of line item objects. Each line item requires a DetailType, Amount, and a detail object matching the type. The most common type is "SalesItemLineDetail" with ItemRef (value is the item ID), Qty, and UnitPrice. Add multiple objects to the array for multiple line items. See [QuickBooks documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/salesreceipt#create-a-salesreceipt) for all supported line types. | See Example | | Payment Method ID | The ID 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[​](#deleteattachable "Direct link to Delete Attachable") Delete an attachable object. | **key: deleteAttachable** | Input | Notes | Example | | ------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------- | ------- | | Attachable Payload | The full payload of the attachable as returned in a read response. Could be a reference from a previously executed "Read Attachable" action response data. | | | Connection | The QuickBooks connection to use. | | | API Minor Version | The minor version of the QuickBooks API to use. | 75 | *** ### Delete Purchase Order[​](#deletepurchaseorder "Direct link to Delete Purchase Order") Delete an existing Purchase Order. | **key: deletePurchaseOrder** | Input | Notes | Example | | ----------------- | ----------------------------------------------- | ------- | | 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. | | Example Payload for Delete Purchase Order[⤓](https://prismatic.io/docs/example-payloads/quickbooks/actions/deletePurchaseOrder.json "Download example payload") Loading… *** ### Delete Refund Receipt[​](#deleterefundreceipt "Direct link to Delete Refund Receipt") Delete an existing Refund Receipt in QuickBooks. | **key: deleteRefundReceipt** | Input | Notes | Example | | ---------- | --------------------------------------------------------------------------------------------------- | ------- | | Connection | The QuickBooks connection to use. | | | Receipt ID | The unique identifier of the receipt. | 101 | | Sync Token | The sync token of the resource, used for optimistic locking to prevent concurrent update conflicts. | | *** ### Download Attachment[​](#downloadattachment "Direct link to Download Attachment") Retrieves a temporary download URL to the specified attachableID. | **key: downloadAttachment** | Input | Notes | Example | | ----------------- | ----------------------------------------------- | ------------------- | | Attachable ID | The unique identifier of the attachment. | 5000000000001348400 | | Connection | The QuickBooks connection to use. | | | API Minor Version | The minor version of the QuickBooks API to use. | 75 | *** ### Find Resource by ID[​](#findresource "Direct link to Find Resource by ID") Retrieve a resource by ID from QuickBooks. | **key: findResource** | Input | Notes | Example | | ------------- | ---------------------------------------------- | ------- | | Connection | The QuickBooks connection to use. | | | Resource ID | The primary ID of a resource in QuickBooks. | | | Resource Type | The type of QuickBooks resource to operate on. | | *** ### Get Company Info[​](#getcompanyinfo "Direct link to Get Company Info") Retrieve information about the company. | **key: getCompanyInfo** | Input | Notes | Example | | ---------- | --------------------------------- | ------- | | Connection | The QuickBooks connection to use. | | Example Payload for Get Company Info[⤓](https://prismatic.io/docs/example-payloads/quickbooks/actions/getCompanyInfo.json "Download example payload") Loading… *** ### Get Customer By Display Name[​](#getcustomerbydisplayname "Direct link to Get Customer By Display Name") Retrieve information about the Customer which matches the given Display Name. | **key: getCustomerByDisplayName** | Input | Notes | Example | | --------------------- | ----------------------------------------------- | -------------------- | | Customer Display Name | The display name of the customer in QuickBooks. | Smith Rocket Company | | Connection | The QuickBooks connection to use. | | Example Payload for Get Customer By Display Name[⤓](https://prismatic.io/docs/example-payloads/quickbooks/actions/getCustomerByDisplayName.json "Download example payload") Loading… *** ### Get Customer By ID[​](#getcustomerbyid "Direct link to Get Customer By ID") Retrieve information about the Customer which matches the given ID. | **key: getCustomerById** | Input | Notes | Example | | ----------- | --------------------------------- | ------- | | Customer ID | The id of the customer to get. | 56 | | Connection | The QuickBooks connection to use. | | Example Payload for Get Customer By ID[⤓](https://prismatic.io/docs/example-payloads/quickbooks/actions/getCustomerById.json "Download example payload") Loading… *** ### Get Invoice By ID[​](#getinvoicebyid "Direct link to Get Invoice By ID") Retrieve information about the Invoice which matches the given ID. | **key: getInvoiceById** | Input | Notes | Example | | ---------- | --------------------------------- | ------- | | Invoice ID | The id of the invoice to get. | 259 | | Connection | The QuickBooks connection to use. | | *** ### Get Refund Receipt[​](#getrefundreceipt "Direct link to Get Refund Receipt") Retrieve an existing Refund Receipt from QuickBooks. | **key: getRefundReceipt** | Input | Notes | Example | | ---------- | ------------------------------------- | ------- | | Connection | The QuickBooks connection to use. | | | Receipt ID | The unique identifier of the receipt. | 101 | *** ### Get Refund Receipt as PDF[​](#getrefundreceiptaspdf "Direct link to Get Refund Receipt as PDF") Retrieve an existing Refund Receipt from QuickBooks as a PDF. | **key: getRefundReceiptAsPDF** | Input | Notes | Example | | ---------- | ------------------------------------- | ------- | | Connection | The QuickBooks connection to use. | | | Receipt ID | The unique identifier of the receipt. | 101 | *** ### Get Sales Receipt[​](#getreceipt "Direct link to Get Sales Receipt") Retrieve the information and metadata of a Sales Receipt by ID. | **key: getReceipt** | Input | Notes | Example | | ---------- | ------------------------------------- | ------- | | Connection | The QuickBooks connection to use. | | | Receipt ID | The unique identifier of the receipt. | 101 | *** ### Get Vendor Expenses[​](#queryvendorexpenses "Direct link to Get Vendor Expenses") Retrieve information about vendor expenses. | **key: queryVendorExpenses** | Input | Notes | Example | | ------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------- | | Query Params | Query parameters to filter report results. Available parameters: 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](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/report-entities/vendorexpenses#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](/docs/assets/images/query-vendor-expenses-parameters-745bb2a05b88e5307e11bac636c45c3e.png) *** ### List Accounts[​](#listaccounts "Direct link to List Accounts") Retrieve a list of all Accounts. | **key: listAccounts** | Input | Notes | Example | | -------------- | ----------------------------------------------------------------------- | ------- | | Fetch All | When true, automatically fetches all pages of results using pagination. | false | | Max Results | The maximum number of results to return. | 1000 | | Connection | The QuickBooks connection to use. | | | Start Position | The starting position to return results from. | 1 | Example Payload for List Accounts[⤓](https://prismatic.io/docs/example-payloads/quickbooks/actions/listAccounts.json "Download example payload") Loading… *** ### List Attachments[​](#listattachments "Direct link to List Attachments") Retrieve a list of all Attachments linked to an entity. | **key: listAttachments** | Input | Notes | Example | | ---------------------- | -------------------------------------------------------- | -------- | | Attachable Entity ID | The ID of the entity that the attachable is linked to. | 611 | | Attachable Entity Type | The type of the entity that the attachable is linked to. | purchase | | Connection | The QuickBooks connection to use. | | Example Payload for List Attachments[⤓](https://prismatic.io/docs/example-payloads/quickbooks/actions/listAttachments.json "Download example payload") Loading… *** ### List Customers[​](#listcustomers "Direct link to List Customers") Retrieve a list of all Customers. | **key: listCustomers** | Input | Notes | Example | | -------------- | ----------------------------------------------------------------------- | ------- | | Fetch All | When true, automatically fetches all pages of results using pagination. | false | | Max Results | The maximum number of results to return. | 1000 | | Connection | The QuickBooks connection to use. | | | Start Position | The starting position to return results from. | 1 | Example Payload for List Customers[⤓](https://prismatic.io/docs/example-payloads/quickbooks/actions/listCustomers.json "Download example payload") Loading… *** ### List Invoices[​](#listinvoices "Direct link to List Invoices") Retrieve a list of all Invoices. | **key: listInvoices** | Input | Notes | Example | | -------------- | ----------------------------------------------------------------------- | ------- | | Fetch All | When true, automatically fetches all pages of results using pagination. | false | | Max Results | The maximum number of results to return. | 1000 | | Connection | The QuickBooks connection to use. | | | Start Position | The starting position to return results from. | 1 | Example Payload for List Invoices[⤓](https://prismatic.io/docs/example-payloads/quickbooks/actions/listInvoices.json "Download example payload") Loading… *** ### List Purchase Orders[​](#listpurchaseorders "Direct link to List Purchase Orders") Retrieve a list of all Purchase Orders. | **key: listPurchaseOrders** | Input | Notes | Example | | -------------- | ----------------------------------------------------------------------- | ------- | | Fetch All | When true, automatically fetches all pages of results using pagination. | false | | Max Results | The maximum number of results to return. | 1000 | | Connection | The QuickBooks connection to use. | | | Start Position | The starting position to return results from. | 1 | Example Payload for List Purchase Orders[⤓](https://prismatic.io/docs/example-payloads/quickbooks/actions/listPurchaseOrders.json "Download example payload") Loading… *** ### List Refund Receipts[​](#listrefundreceipts "Direct link to List Refund Receipts") Retrieve a list of all Refund Receipts. | **key: listRefundReceipts** | Input | Notes | Example | | -------------- | ----------------------------------------------------------------------- | ------- | | Fetch All | When true, automatically fetches all pages of results using pagination. | false | | Max Results | The maximum number of results to return. | 1000 | | Connection | The QuickBooks connection to use. | | | Start Position | The starting position to return results from. | 1 | Example Payload for List Refund Receipts[⤓](https://prismatic.io/docs/example-payloads/quickbooks/actions/listRefundReceipts.json "Download example payload") Loading… *** ### Query Resource[​](#queryresource "Direct link to Query Resource") Query a QuickBooks resource using their SQL-like data query language. | **key: queryResource** | Input | Notes | Example | | ----------------- | -------------------------------------------------------------------------------------------------------------- | ------------------------- | | API Minor Version | The minor version of the QuickBooks API to use. | 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](https://developer.intuit.com/app/developer/qbo/docs/learn/explore-the-quickbooks-online-api/data-queries#use-query-operation). Please [refer to QuickBooks' documentation](https://developer.intuit.com/app/developer/qbo/docs/learn/explore-the-quickbooks-online-api/data-queries#query-syntax) for building custom queries. *** ### Raw Request[​](#rawrequest "Direct link to Raw Request") Send raw HTTP request to QuickBooks. | **key: rawRequest** | Input | Notes | Example | | ----------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------- | | 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[​](#readanattachable "Direct link to Read Attachable") Read an attachable object. | **key: readAnAttachable** | Input | Notes | Example | | ----------------- | ----------------------------------------------- | ------------------- | | Attachable ID | The unique identifier of the attachment. | 5000000000001348400 | | Connection | The QuickBooks connection to use. | | | API Minor Version | The minor version of the QuickBooks API to use. | 75 | *** ### Send Refund Receipt[​](#sendrefundreceipt "Direct link to Send Refund Receipt") Send an existing Refund Receipt to the email saved in QuickBooks. | **key: sendRefundReceipt** | Input | Notes | Example | | ---------- | ------------------------------------- | ------- | | Connection | The QuickBooks connection to use. | | | Receipt ID | The unique identifier of the receipt. | 101 | *** ### Send Refund Receipt to Email[​](#sendrefundreceipttoemail "Direct link to Send Refund Receipt to Email") Send an existing Refund Receipt in QuickBooks to any email. | **key: sendRefundReceiptToEmail** | Input | Notes | Example | | ---------- | --------------------------------------------- | -------------------- | | Email | A valid email address to send the receipt to. | someone\@example.com | | Connection | The QuickBooks connection to use. | | | Receipt ID | The unique identifier of the receipt. | 101 | *** ### Update Attachable[​](#updateattachable "Direct link to Update Attachable") Update any of the writable fields of an existing attachable object. | **key: updateAttachable** | Input | Notes | Example | | ------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------- | | Connection | The QuickBooks connection to use. | | | API Minor Version | The minor version of the QuickBooks API to use. | 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. | See Example | *** ### Update Purchase Order[​](#updatepurchaseorder "Direct link to Update Purchase Order") Update an existing Purchase Order. | **key: updatePurchaseOrder** | Input | Notes | Example | | ----------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------- | | AP Account ID | The AP account to which the bill is credited. | | | 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 the resource, used for optimistic locking to prevent concurrent update conflicts. | | | Vendor ID | The vendor referenced in this transaction. | | Example Payload for Update Purchase Order[⤓](https://prismatic.io/docs/example-payloads/quickbooks/actions/updatePurchaseOrder.json "Download example payload") Loading… *** ### Update Refund Receipt[​](#updaterefundreceipt "Direct link to Update Refund Receipt") Update the contents of an existing Refund Receipt in QuickBooks. | **key: updateRefundReceipt** | Input | Notes | Example | | ------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------- | | Billing Address ID | The unique identifier of the billing address. | 78 | | Custom Fields | A JSON array of custom field objects. Each object requires DefinitionId (the custom field ID), Type (e.g., "StringType"), and Name (the field label). Leave empty if no custom fields are needed. | See Example | | 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 of the billing address. | 40.7489277 | | Billing Line 1 | Line 1 of the billing address. | Karen Pye | | Billing Line 2 | Line 2 of the billing address. | Pye's Cakes | | Billing Line 3 | Line 3 of the billing address. | 350 Mountain View Dr. | | Billing Line 4 | Line 4 of the billing address. | South Orange, NJ 07079 | | Line Items | A JSON array of line item objects. Each line item requires a DetailType, Amount, and a detail object matching the type. The most common type is "SalesItemLineDetail" with ItemRef (value is the item ID), Qty, and UnitPrice. Add multiple objects to the array for multiple line items. See [QuickBooks documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/salesreceipt#create-a-salesreceipt) for all supported line types. | See Example | | Billing Longitude | The longitude of the billing address. | -74.2609903 | | Connection | The QuickBooks connection to use. | | | Receipt ID | The unique identifier of the receipt. | 101 | | Sync Token | The sync token of the resource, used for optimistic locking to prevent concurrent update conflicts. | | | Total Amount | The total amount on the receipt. | 150 | *** ### Update Resource[​](#updateresource "Direct link to Update Resource") Update a resource in QuickBooks. | **key: updateResource** | Input | Notes | Example | | ------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------- | | 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 | A full map of the resource data to create or update. | | | Resource ID | The primary ID of a resource in QuickBooks. | | | Resource Type | The type of QuickBooks resource to operate on. | | | Sync Token | The sync token of the resource, used for optimistic locking to prevent concurrent update conflicts. | | *** ### Upload Attachment[​](#uploadattachment "Direct link to Upload Attachment") Upload an attachment to an object. | **key: uploadAttachment** | Input | Notes | Example | | ---------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------ | | 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. | 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 | File to attach. This should be a reference to a previous step. | | | File Name | The file name of the attachment. | receipt\_nov15.jpg | | File Type | The file type of the attachment. | | | Include on Send | Used when Entity Reference Type references a transaction object. This field indicates whether or not the attachment is sent with the transaction when Save and Send button is clicked in the QuickBooks UI or when the Send endpoint is invoked for the object. | false | | API Minor Version | The minor version of the QuickBooks API to use. | 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[​](#voidinvoice "Direct link to Void Invoice") Void an Invoice. | **key: voidInvoice** | Input | Notes | Example | | ---------- | --------------------------------------------------------------------------------------------------- | ------- | | Invoice ID | The id of the invoice to void. | 259 | | Connection | The QuickBooks connection to use. | | | Sync Token | The sync token of the resource, used for optimistic locking to prevent concurrent update conflicts. | | *** ## Changelog[​](#changelog "Direct link to Changelog") ### 2026-05-28[​](#2026-05-28 "Direct link to 2026-05-28") Added **New and Updated Records** polling trigger that monitors QuickBooks Online entities (Customers, Vendors, Items, Invoices, Bills, Payments, Purchase Orders, Estimates, Journal Entries, Accounts) for changes and partitions results into `created` and `updated` buckets ### 2026-04-30[​](#2026-04-30 "Direct link to 2026-04-30") Updated spectral version ### 2026-03-31[​](#2026-03-31 "Direct link to 2026-03-31") Added **Create Invoice** action with structured field inputs and **Select Term** data source. Renamed existing action to **Create Invoice (JSON)**. ### 2026-02-27[​](#2026-02-27 "Direct link to 2026-02-27") Added inline data source for attachments to enable dynamic dropdown selection ### 2026-02-19[​](#2026-02-19 "Direct link to 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 ### 2026-01-07[​](#2026-01-07 "Direct link to 2026-01-07") Fixed iconURL for OAuth Connect buttons in Embedded Workflow Builder ### 2024-11-15[​](#2024-11-15 "Direct link to 2024-11-15") Added **Non-Inventory Item** action ### 2024-10-15[​](#2024-10-15 "Direct link to 2024-10-15") Improved error handling to include full error data ### 2024-09-17[​](#2024-09-17 "Direct link to 2024-09-17") Added JSON support in key-value pair values for **Create Resource** and **Update Resource** actions ### 2024-07-22[​](#2024-07-22 "Direct link to 2024-07-22") Fixed **Raw Request** URL and Realm ID handling ### 2024-05-31[​](#2024-05-31 "Direct link to 2024-05-31") Added **Batch Request** action for batch operations ### 2024-03-01[​](#2024-03-01 "Direct link to 2024-03-01") Enhanced **Create Invoice** action with additional fields