get_account
Get Account
Retrieves an account from the chart of accounts by ID, returning type, balance, and classification details.
get_account
Retrieves an account from the chart of accounts by ID, returning type, balance, and classification details.
create_account
Creates a new account in the QuickBooks chart of accounts. Accounts track income, expenses, assets, liabilities, and equity. Supports sub-account hierarchy.
get_report
Generates a financial report from QuickBooks. Supports standard reports including Profit and Loss, Balance Sheet, Cash Flow, Trial Balance, and more. Reports can be filtered by date range and other parameters.
get_invoice
Retrieves a single invoice by its ID, returning full details including line items, amounts, customer info, and payment status. Can also send or void an invoice.
query_entities
Queries QuickBooks entities using a SQL-like query language. Search and filter any entity type (Customer, Invoice, Bill, Item, Account, Vendor, Payment, Estimate, etc.) with flexible WHERE conditions, sorting, and pagination.
create_item
Creates a new product or service item in QuickBooks. Supports inventory items with quantity tracking, service items, and non-inventory items. Configure pricing, accounts, and inventory details.
get_company_info
Retrieves the company profile information from QuickBooks, including name, address, contact details, fiscal year, and industry type.
create_journal_entry
Creates a manual journal entry with debit and credit lines. Used for adjustments, corrections, and non-standard transactions that don't fit standard transaction types. Total debits must equal total credits.
create_bill
Creates a new bill (accounts payable) from a vendor. Bills represent money owed to vendors for goods or services received. Supports multiple line items with expense account categorization.
get_payment
Retrieves a payment record by ID with full transaction details and linked invoices.
create_payment
Records a payment received from a customer. The payment can be linked to one or more invoices, or recorded as an unlinked payment (credit). Supports specifying the payment method and deposit account.
pay_bill
Records a bill payment to a vendor. Can pay one or more bills in a single payment using either a bank account (check) or credit card.
update_item
Updates an existing product or service item. Fetches the current item first to ensure the sync token is correct, then applies updates.
create_estimate
Creates a new estimate (quote/proposal) for a customer. Estimates can later be converted to invoices. Supports multiple line items with item references.
update_customer
Updates an existing customer record in QuickBooks. Fetches the current customer data first to ensure the sync token is correct, then applies the provided updates.
get_customer
Retrieves a customer record by ID, returning contact details, addresses, balance, and status.
record_expense
Records a purchase or expense transaction in QuickBooks. Supports cash, check, and credit card payment types. Each line item can be categorized against a chart of accounts entry and optionally marked as billable to a customer.
create_vendor
Creates a new vendor (supplier) record in QuickBooks with contact details and address information.
search_contacts
Searches for customers and/or vendors by name, email, or other criteria. A convenient alternative to raw queries for finding contacts.
get_vendor
Retrieves a vendor record by ID, returning full contact and balance details.
create_customer
Creates a new customer record in QuickBooks. Supports full contact details, billing/shipping addresses, and parent customer hierarchy.
create_invoice
Creates a new invoice in QuickBooks for a specified customer. Supports multiple line items with quantities, unit prices, and item references. Can optionally send the invoice via email immediately after creation.
get_sales_receipt
Retrieves a sales receipt by ID, including customer, amount, transaction date, and line item details.
create_sales_receipt
Creates a sales receipt in QuickBooks for an immediate customer sale where payment is received at the time of purchase.
delete_sales_receipt
Deletes a sales receipt transaction from QuickBooks. If syncToken is omitted, the current receipt is fetched first.
Manage business finances and accounting in QuickBooks Online. Create, send, and track invoices. Manage bills and accounts payable, record bill payments. Create and update customer and vendor records with contact details and hierarchies. Record payments against invoices and credit memos. Create estimates, sales receipts, and journal entries. Track expenses and categorize against the chart of accounts. Manage items, products, services, and inventory levels. Query entities using SQL-like syntax and sync incremental changes via Change Data Capture. Generate financial reports including profit and loss, balance sheet, and cash flow. Process credit card and bank account (ACH) payments via the Payments API. Manage the chart of accounts for tracking income, expenses, assets, and liabilities.
Common questions about connecting Quickbooks to AI agents with Metorial.