quickbooks

name

quickbooks

description

QuickBooks is accounting software tailored for small businesses and self-employed professionals. It includes tools for invoicing, expenses, payroll, and financial reporting. Read and write QuickBooks data through One: reports, salesreceipts, payments, estimates, invoices, refundreceipts and more, 240 actions with real parameter documentation. Use whenever the user asks to look something up in QuickBooks, create or update a record there, or build code against the QuickBooks API.

QuickBooks through One

QuickBooks is accounting software tailored for small businesses and self-employed professionals. It includes tools for invoicing, expenses, payroll, and financial reporting.

One exposes QuickBooks through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform quickbooks if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm QuickBooks is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real QuickBooks account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

Reports

Action	Method	Path	Action id
Get a Company's Tax Summary Report	GET	/reports/TaxSummary	conn_mod_def::GJ6Mm4KcXf0::CyJ2giDISyK9XNPzVHJBvg
Get a Company's Vendor Balance Report	GET	/reports/VendorBalance	conn_mod_def::GJ6Mn6AEdT4::b4Qys8B0Qu2OCQObJYMZ_Q
Get Aged Payable Detail Report (Company)	GET	/reports/AgedPayableDetail	conn_mod_def::GJ6Mb62X8zA::BVHDZjAPQtC59QZjKQqHHQ
Get Inventory Valuation Detail Report (Company)	GET	/reports/InventoryValuationDetail	conn_mod_def::GJ6MhPMlucU::4WjItv_jSPGm6Cq5PSOlbw
Get Vendor Expenses Report (Company)	GET	/reports/VendorExpenses	conn_mod_def::GJ6MoNimaIM::8A4yoGTlQI6PnbfP-GdjMg
Query a Company’s FEC Report	GET	/reports/FECReport	conn_mod_def::GJ6MhCwqy8E::A5OxwC2TRIKIv8lboZAXvg
Query Account List Report (Company)	GET	/reports/AccountList	conn_mod_def::GJ6Mbo9COXQ::KObWjRv8QUetS_Sq86xN2A
Query Aged Payables Report (Company)	GET	/reports/AgedPayables	conn_mod_def::GJ6Mb9yDH8k::cUC2sPlOQV-5hf-3Ub5m4g
Query Aged Receivable Detail Report	GET	/reports/AgedReceivableDetail	conn_mod_def::GJ6Mb78ts-w::4rWy4mRzRratW01VXtGJoA
Query Aged Receivables Report	GET	/reports/AgedReceivables	conn_mod_def::GJ6Mb5eXyQ0::ZJEWNFFHSxaUV427t3oVoA
Query Balance Sheet Report	GET	/reports/BalanceSheet	conn_mod_def::GJ6McQ1Nzoo::fIETchvYTXe2tMOHnSklLQ
Query Cash Flow Report	GET

20 more Reports actions are available through search.

SalesReceipts

Action	Method	Path	Action id
Get a SalesReceipt PDF for a Company	GET	/salesreceipt/{{salesreceiptId}}/pdf	conn_mod_def::GJ6MmA9F1HA::HMELksSdSuKxd_spZDn3cg
Query SalesReceipts	GET	/query	conn_mod_def::GJ6MmANMBaI::7Aax3KlvTAO6v0EsCa49ug
Read a SalesReceipt	GET	/salesreceipt/{{salesreceiptId}}	conn_mod_def::GJ6MmDKjAUc::DEPJglIsSf6Vp0xmqE0pSg
Create a SalesReceipt	POST	/salesreceipt	conn_mod_def::GJ6MlwJRLFA::7QuiunI0TZmFP54C8pO1wA
Delete a SalesReceipt	POST	/salesreceipt	conn_mod_def::GJ6MmA3QGpM::5RCXy1scRIylzU4XHenh4g
Full Update a SalesReceipt	POST	/salesreceipt	conn_mod_def::GJ6MmHByYe8::icVkv9QqTPCReri3HXbxWg
Send a SalesReceipt	POST	/salesreceipt/{{salesreceiptId}}/send	conn_mod_def::GJ6MmOhcalQ::jtnjMlM0QHiFJxVVbdG9lg
Sparse Update a SalesReceipt	POST	/salesreceipt	conn_mod_def::GJ6MmSL0Y3Y::VJtbjo_ZQSGz2p1osJUlWw
Void a SalesReceipt	POST	/salesreceipt	conn_mod_def::GJ6MmTqATxU::uy1V8obrT2uYj-iiC3yAeg

Payments

Action	Method	Path	Action id
Get a Payment PDF for a Company	GET	/payment/{{paymentId}}/pdf	conn_mod_def::GJ6MjwC3xj0::MU3eynqpSU2D9_9uLghPDg
Query Payments	GET	/query	conn_mod_def::GJ6MjvmZzx4::HgE6fPzdRWSILq2A_3IiNw
Read a Payment (by paymentId)	GET	/payment/{{paymentId}}	conn_mod_def::GJ6Mjv1Ovf8::5fLyR69VRhqcLW4Pmdwzmw
Create a Payment	POST	/payment	conn_mod_def::GJ6MjlvZkzM::ADiiY1BbSj6h4ibK1axP6A
Delete a Company Payment	POST	/payment	conn_mod_def::GJ6MjfkqIbw::0VHlkSbATNCwQkqS_bpjtQ
Full Update a Payment (Company)	POST	/payment	conn_mod_def::GJ6Mjez9mkI::jMWm57z9TjiPMU7YKTC5_w
Send a Payment Email (Send Payment for a Company)	POST	/payment/{{paymentId}}/send	conn_mod_def::GJ6Mj0qzD44::v6L4_1BoRkWkcu10Z2NWDg
Void a Payment (Company Scoped)	POST	/payment	conn_mod_def::GJ6Mj6waOkY::YlYCoWO7TKO-pdCvFhXPZA

Estimates

Action	Method	Path	Action id
Get an Estimate PDF	GET	/estimate/{{estimateId}}/pdf	conn_mod_def::GJ6Mga37LE0::rlDu6VXAT5qDsUtqA7jPGA
Query Estimates	GET	/query	conn_mod_def::GJ6MgywAvNA::xara8WD5RaiWjdWHcokfVQ
Read an Estimate	GET	/estimate/{{estimateId}}	conn_mod_def::GJ6Mg2iQnvI::m5YKdgb_RtOKkEmG0fIzXA
Create an Estimate	POST	/estimate	conn_mod_def::GJ6MgaVtVxw::b9FZ26FGRf-0Q4qCxsAmSw
Delete an Estimate	POST	/estimate	conn_mod_def::GJ6MgkCOfpU::jcPv1YmPQSis68WxbPb52g
Full Update an Estimate (Replace an Existing Estimate)	POST	/estimate	conn_mod_def::GJ6MgrGNz1U::hbRV2nn-SiO9ga1gvYajcw
Send an Estimate Email (by Estimate ID)	POST	/estimate/{{estimateId}}/send	conn_mod_def::GJ6Mg1cgVZg::7WNExyuITnORoTbrzptOAA
Sparse Update an Estimate (Company)	POST	/estimate	conn_mod_def::GJ6Mg0hPUgI::t39fBiqARESCc484R3AReQ

Invoices

Action	Method	Path	Action id
Get an Invoice PDF	GET	/invoice/{{invoiceId}}/pdf	conn_mod_def::GJ6MhcYo4AU::aQSgrrYWSQCzRQj3s99TeA
Query Invoices (SQL-like Query)	GET	/query	conn_mod_def::GJ6MhsWRuMA::Kk5ed0pgRoijVhSzvTo5CA
Read an Invoice	GET	/invoice/{{invoiceId}}	conn_mod_def::GJ6MhmmK6oU::TuYhYLGjTt2UcuW1MxHO8Q
Create an Invoice	POST	/invoice	conn_mod_def::GJ6MhdoC7Sw::DJKvALlIRKqDsyY6uPUu4A
Delete an Invoice	POST	/invoice	conn_mod_def::GJ6MhdJe8tU::Jdjp3XCKRfCUZRQHPScgWg
Full Update an Invoice (Replace All Writable Fields)	POST	/invoice	conn_mod_def::GJ6MhdurVM0::OpMPXZvATL6AFgWAyUfdrA
Send an Invoice Email	POST	/invoice/{{invoiceId}}/send	conn_mod_def::GJ6MhoWyA-k::4V1DFuD1TiW_YxiNtZe5Aw
Sparse Update an Invoice	POST	/invoice	conn_mod_def::GJ6MhqGFK94::NyrOshnfQVWUm0CgsK8guA

RefundReceipts

Action	Method	Path	Action id
Get a Refund Receipt PDF for a Company	GET	/refundreceipt/{{refundreceiptId}}/pdf	conn_mod_def::GJ6MlQyDHPU::WqMWZ2xTR1KtB4vW2aE8iA
Query Refund Receipts (SQL Query)	GET	/query	conn_mod_def::GJ6MlUfqGlw::P_QBsCTRQiiBIl7sKEcbiA
Read a Refund Receipt (by ID)	GET	/refundreceipt/{{refundreceiptId}}	conn_mod_def::GJ6Mlng3Lmk::vBdgBKPuTdWyY-unQgddew
Create a Refund Receipt	POST	/refundreceipt	conn_mod_def::GJ6MlQA2zP0::xOC-nLl7TNW_4ifEwIhzvA
Delete a Refund Receipt	POST	/refundreceipt	conn_mod_def::GJ6MlQAXlbI::GEri5LCDRWyQCemv2JG1yQ
Full Update a Refund Receipt	POST	/refundreceipt	conn_mod_def::GJ6Mlaezn68::x6tFLHEOT1yW1ru2iWTXaA
Send a Refund Receipt	POST	/refundreceipt/{{refundreceiptId}}/send	conn_mod_def::GJ6Mliw2OY0::MQXJPWe7Td6rjeIQKBaXJw
Sparse Update a Refund Receipt	POST	/refundreceipt	conn_mod_def::GJ6MljVgdQ4::rIg02ppaREq9X68Hy6NvAA

CreditMemos

Action	Method	Path	Action id
Get a Credit Memo PDF	GET	/creditmemo/{{creditmemoId}}/pdf	conn_mod_def::GJ6MeJmpCWQ::SPKGDRmCSI2V_V7esLYDuQ
Query Credit Memos	GET	/query	conn_mod_def::GJ6MeKt-5Lo::1m1EI7asQ_WtK_U0uFIG6Q
Read a Credit Memo	GET	/creditmemo/{{creditmemoId}}	conn_mod_def::GJ6MeKHgq4o::mtFhzTdlTKuhdoqFaquaXA
Create a Credit Memo	POST	/creditmemo	conn_mod_def::GJ6Md_qz9Gg::4Fx2HrSwRJGnovh1ECadLQ
Delete a Credit Memo	POST	/creditmemo	conn_mod_def::GJ6MeMY9eHY::x2XEZEkPQNeRz8w3BdHEGA
Full Update a Credit Memo (Company)	POST	/creditmemo	conn_mod_def::GJ6Mece4d4Q::jTuRMi_hSz25BDyRi_-K9g
Send a Credit Memo Email	POST	/creditmemo/{{creditmemoId}}/send	conn_mod_def::GJ6MemFD_CY::vtF_33aLRdGdLCf9k497Bg

Items

Action	Method	Path	Action id
Query Items	GET	/query	conn_mod_def::GJ6MinhuUJY::c0WsADBdRzmGhPyIJ9Yekg
Read a Company's Item	GET	/item/{{itemId}}	conn_mod_def::GJ6Mins7u-E::UhnQo4GaSgC6epK8Jmj52Q
Read an Item Bundle	GET	/item/{{itemId}}	conn_mod_def::GJ6Mina4tjU::a7S2WPLYTTG2jnvlRZGP1w
Create a Category (Item)	POST	/item	conn_mod_def::GJ6Mh014Hh4::0qep0O6ySBe2aPw3v-C78Q
Create an Item (Company)	POST	/item	conn_mod_def::GJ6Mh0Pg2js::an0elrI0S7eTmnRfV_OWBQ
Full Update an Item (Company)	POST	/item	conn_mod_def::GJ6Mh9q_yGo::1QMX8h4HRGC-a8fSCzZD0w
Update a Company's Category (Item)	POST	/item	conn_mod_def::GJ6MivfCR-Y::I1TfnvqSQCmfI7AwLz18UA

PurchaseOrders

Action	Method	Path	Action id
Get a Purchase Order PDF for a Company	GET	/purchaseorder/{{purchaseorderId}}/pdf	conn_mod_def::GJ6MksF9yQs::sU4gwZLPQ2O_zDPcNOoKMQ
Query Purchase Orders	GET	/query	conn_mod_def::GJ6Mk21NTnI::gKTcpF5mR5ykSnStI-7UYg
Read a Purchase Order	GET	/purchaseorder/{{purchaseorderId}}	conn_mod_def::GJ6Mk23SBlg::aU1TQgTEQM2XzLQyLaNHRg
Create a Purchase Order (Company)	POST	/purchaseorder	conn_mod_def::GJ6MkkDsDfc::yeEEbNL_Qoqy4XN5YtMl8A
Delete a Purchase Order	POST	/purchaseorder	conn_mod_def::GJ6MkyEcOPI::shoTc4w0QtiAt5dv7-WIaA
Full Update a Purchase Order (by Company Realm)	POST	/purchaseorder	conn_mod_def::GJ6MksAxEbI::NQ0pIp4lSHKH1kjUMHtQpQ
Send a Purchase Order Email	POST	/purchaseorder/{{purchaseorderId}}/send	conn_mod_def::GJ6MlDCu8YQ::2gpOK28ARgyI0MEI24nTuA

Deposits

Action	Method	Path	Action id
Query Deposits (SQL)	GET	/query	conn_mod_def::GJ6MfmY_v7Y::SfSm3KwWR3KTrKZfJAo61A
Read a Deposit	GET	/deposit/{{depositId}}	conn_mod_def::GJ6MfkVMrGA::iE9uXRvKQYasXoDiRDpYlA
Create a Deposit (Company)	POST	/deposit	conn_mod_def::GJ6Mflx6Pv8::xaH9ZYfdQy2Ol_b3Ie21qg
Delete a Deposit	POST	/deposit	conn_mod_def::GJ6Mfk-fym4::S37gvyrRTaeW6YPiFr32kw
Full Update a Deposit (Replace an Existing Deposit)	POST	/deposit	conn_mod_def::GJ6MfptrQLs::zg3uVchNTfK8fn7ZVrttYA
Sparse Update a Deposit	POST	/deposit	conn_mod_def::GJ6MgSUM8qs::qNfkJ7ajT4KDJT_O5441pA

BillPayments

Action	Method	Path	Action id
Query BillPayments	GET	/query	conn_mod_def::GJ6McgmMpUg::qTosLdl3Tru8Z-yLoOFW0g
Read a BillPayment	GET	/billpayment/{{billpaymentId}}	conn_mod_def::GJ6MclZhXL4::0lawZyE1ShyKVbzQ9ZwqxA
Create a BillPayment	POST	/billpayment	conn_mod_def::GJ6McYtaxwg::tJxefdILSICaSSzAYt_fbw
Delete a BillPayment	POST	/billpayment	conn_mod_def::GJ6McY5QHe0::ljSv447bQaWQwo-Xee-M8w
Full Update a BillPayment	POST	/billpayment	conn_mod_def::GJ6MchMo7d4::TN-Qpz2oTySopYqPeNeboA
Void a BillPayment	POST	/billpayment	conn_mod_def::GJ6McmvdThU::MJD-P1saTY66MgFXOxrLdg

TimeActivity

Action	Method	Path	Action id
Query TimeActivity	GET	/query	conn_mod_def::GJ6MnJ0iB8I::cAjsmtP-QNuJ_uIJRWDgHw
Read a Company's TimeActivity	GET	/timeactivity/{{timeactivityId}}	conn_mod_def::GJ6MnJF7jz8::5ShoV6n7TGWURUfluZqdvA
Create a TimeActivity	POST	/timeactivity	conn_mod_def::GJ6MnAXvib0::AcL_AMXZR6eye8_9aoW1XQ
Delete a Time Activity	POST	/timeactivity	conn_mod_def::GJ6MnAFAvhc::wvJyWEdZRAOU2K25Of7E2w

1 more TimeActivity actions are available through search.

This lists 90 of 240 actions. For anything not here, call search_one_platform_actions with platform quickbooks. The full catalog is at https://www.withone.ai/knowledge/quickbooks.

When a call fails

The error comes from QuickBooks, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.

Full catalog: https://www.withone.ai/knowledge/quickbooks

Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.