Quickbooks

Your Toolhouse AI Worker can connect to Quickbooks using 105 specialized tools.

Auth Connection

This service requires an auth connection to use its tools. You can set this up in your Toolhouse dashboard under Auth Connections.

Tools (105)

Quickbooks Capture Charge

Integration name: QUICKBOOKS_CAPTURE_CHARGE

Tool to capture funds for an existing charge that was authorized but not captured. Use when you need to complete a previously authorized payment transaction in QuickBooks Payments API. This action finalizes the charge and transfers the funds from the customer's payment method.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
amount	string		"10.00"	The amount to capture. If not provided, captures the full authorized amount. For partial captures, specify the amount as a decimal string (e.g., '10.55', '25.00'). The amount must not exceed the authorized amount.
context	object		—	Additional context information for the capture. This is an optional field that can contain merchant-specific metadata or transaction context.
charge_id	string	✅	"EMU123456789"	The ID of the charge to capture. This is the unique identifier for the authorized charge in QuickBooks Payments (e.g., 'EMU123456789', 'ECH123456789'). Use this to capture funds from a charge that was previously authorized but not captured.

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Quickbooks Create Account

Integration name: QUICKBOOKS_CREATE_ACCOUNT

Create a new account in QuickBooks with the given parameters.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
name	string	✅	—	User recognizable name for the Account. Account.Name attribute must not contain double quotes (") or colon (:).
active	boolean		—	Whether or not the account is active. Inactive accounts may be hidden from display and cannot be posted to. Default is true if not specified.
parent_ref	object		—	Reference to another entity.
description	string		—	User-entered description for the account. May include information to guide bookkeepers in deciding what to post to the account. Maximum length is 100 characters for QuickBooks Online, 200 characters for QuickBooks Desktop.
sub_account	boolean		—	Specifies whether this is a subaccount. Set to true to create a subaccount. Must also provide parent_ref when true.
account_type	string	✅	—	Type of the account to be created. Required field. Valid values: 'Bank', 'Other Current Asset', 'Fixed Asset', 'Other Asset', 'Accounts Receivable', 'Equity', 'Expense', 'Other Expense', 'Cost of Goods Sold', 'Accounts Payable', 'Credit Card', 'Long Term Liability', 'Other Current Liability', 'Income', 'Other Income'.
currency_ref	object		—	Reference to another entity.
account_number	string		—	User-defined account number to help the user in identifying the account within the chart-of-accounts and in deciding what should be posted to the account. must not contain colon (:). For France locales:
opening_balance	number		—	Opening balance amount when creating a new Balance Sheet account. Used only at account creation for accounts like Bank, Credit Card, etc.
account_sub_type	—		"AdvertisingPromotional"	Sub-type of the account. Must use exact enum values (no spaces/slashes). Examples: 'AdvertisingPromotional' (NOT 'Advertising/Promotional'), 'Checking', 'Inventory', 'OtherCurrentAssets', 'Vehicles', 'RetainedEarnings', 'Insurance', 'InterestEarned'. See QuickBooks API docs for complete list.
opening_balance_date	string		—	Date of the opening balance. Format: YYYY-MM-DD. Required if opening_balance is provided.

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Quickbooks Create Bank Account

Integration name: QUICKBOOKS_CREATE_BANK_ACCOUNT

Create a new bank account on file for a customer in QuickBooks Payments API. Use this when you need to add ACH/eCheck payment capabilities for a customer.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
name	string	✅	"John Doe"	Account holder name (full name of the person or business).
phone	string		"555-123-4567"	Phone number associated with the bank account holder.
customer_id	string	✅	"test-customer-id"	The customer ID for whom to create the bank account.
account_type	string	✅	—	Type of bank account. Must be one of: PERSONAL_CHECKING, PERSONAL_SAVINGS, BUSINESS_CHECKING, or BUSINESS_SAVINGS.
account_number	string	✅	"1234567890"	Bank account number.
routing_number	string	✅	"021000021"	Bank routing number (must be valid and pass checksum validation). Use a valid 9-digit ABA routing number.

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Quickbooks Create Bill

Integration name: QUICKBOOKS_CREATE_BILL

Create a new bill in QuickBooks Online. A Bill is an AP transaction representing a request-for-payment from a third party for goods or services. Use this action when recording vendor bills for purchases, expenses, or services received.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
Line	array	✅	—	List of line items for the bill. At least one line item is required. Each line must specify DetailType, Amount, and the appropriate detail object.
DueDate	string		—	Date when payment for the bill is due in YYYY-MM-DD format.
TxnDate	string		—	Date of the transaction in YYYY-MM-DD format. Defaults to the current date if not provided.
DocNumber	string		—	Reference number for the bill (e.g., vendor invoice number).
VendorRef	object	✅	—	Reference to the vendor from whom the bill is received. Required field.
CurrencyRef	object		—	Reference to the currency. Format: {'value': 'USD'}.
PrivateNote	string		—	User-entered private note about the bill.
APAccountRef	object		—	Reference to the Accounts Payable account. Format: {'value': 'account_id'}. If not specified, uses the default AP account.
ExchangeRate	number		—	Currency exchange rate for multi-currency transactions.
SalesTermRef	object		—	Reference to the payment terms. Format: {'value': 'term_id'}. Defines when payment is due.
minorversion	integer		—	QuickBooks API minor version number (e.g., 65, 70, 75). If not specified, uses the default version.
DepartmentRef	object		—	Reference to the department. Format: {'value': 'department_id'}.
GlobalTaxCalculation	string		—	Method in which tax is applied. Valid values: TaxExcluded, TaxInclusive, NotApplicable.

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Quickbooks Create Bill Payment

Integration name: QUICKBOOKS_CREATE_BILL_PAYMENT

Create a bill payment in QuickBooks to record payment against one or more bills. Use when paying vendor bills via check or credit card.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
Line	array	✅	—	List of line items indicating which bills are being paid and the amounts applied to each.
PayType	string	✅	—	Payment method type. Must be either 'Check' or 'CreditCard'.
TxnDate	string		—	Date of the transaction in YYYY-MM-DD format. Defaults to current date if not specified.
TotalAmt	number	✅	—	Total amount of the bill payment. Must be positive and match the sum of all line amounts.
VendorRef	object	✅	—	Reference to the vendor receiving the payment.
PrivateNote	string		—	Private note for internal use, not visible to the vendor. Maximum 4000 characters.
CheckPayment	object		—	Check payment details for bill payment.
minorversion	integer		—	QuickBooks API minor version number (e.g., 65, 70, 75). If not specified, uses the default from headers.
DepartmentRef	object		—	Reference to the department for location/department tracking. Must be a dict with 'value' key.
CreditCardPayment	object		—	Credit card payment details for bill payment.

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Quickbooks Create Class

Integration name: QUICKBOOKS_CREATE_CLASS

Create a new class in QuickBooks Online. Use when you need to categorize transactions by department, location, or other business segments.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
name	string	✅	"Department Sales"	The name of the class. Must be unique and cannot contain a colon (:).
Active	boolean		—	Whether the class is active. Inactive classes are hidden from most display areas. Default is true.
SubClass	boolean		—	Whether this is a subclass. If true, ParentRef must be provided.
ParentRef	object		—	Reference to another entity.

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Quickbooks Create Credit Memo

Integration name: QUICKBOOKS_CREATE_CREDIT_MEMO

Tool to create a new credit memo in QuickBooks Online. Use when issuing credit to a customer for returns, refunds, or adjustments.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
line	array	✅	—	Array of line items for the credit memo. At least one line item is required.
txn_date	string		"2024-01-15"	Transaction date in YYYY-MM-DD format. Defaults to current date if not provided.
bill_addr	object		—	Physical address structure.
class_ref	object		—	Reference to the class for categorization. Format: {'value': 'class_id'}.
ship_addr	object		—	Physical address structure.
ship_date	string		"2024-01-15"	Shipping date in YYYY-MM-DD format.
bill_email	string		—	Email address to send the credit memo to. Must be a valid email format.
doc_number	string		—	Reference number for the credit memo (maximum 21 characters).
currency_ref	object		—	Reference to currency.
custom_field	array		—	Array of custom fields for the credit memo.
customer_ref	object	✅	—	Reference to the customer receiving the credit memo. Required field.
email_status	string		"NotSet"	Email status of the credit memo. Valid values: 'NotSet', 'NeedToSend', 'EmailSent'.
minorversion	integer		—	QuickBooks API minor version number (e.g., 65, 70, 75). If not specified, uses the default version from headers.
print_status	string		"NotSet"	Print status of the credit memo. Valid values: 'NotSet', 'NeedToPrint', 'PrintComplete'.
private_note	string		—	Private note about the credit memo, not visible to the customer.
customer_memo	string		—	Message to the customer that appears on the credit memo. Maximum 1000 characters.
exchange_rate	number		—	Exchange rate for currency conversion.
department_ref	object		—	Reference to the department associated with the credit memo. Format: {'value': 'department_id'}.
sales_term_ref	object		—	Reference to the sales term. Format: {'value': 'term_id'}.
ship_method_ref	object		—	Reference to the shipping method. Format: {'value': 'ship_method_id'}.
global_tax_calculation	string		"TaxExcluded"	Method in which tax is applied. Valid values: 'TaxExcluded', 'TaxInclusive', 'NotApplicable'.
apply_tax_after_discount	boolean		—	Whether to apply tax after discount. Defaults to false.

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Quickbooks Create Customer

Integration name: QUICKBOOKS_CREATE_CUSTOMER

Create a new customer in QuickBooks with the given parameters.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
Fax	object		—	Fax number of the customer.
Job	boolean		—	Whether this customer record represents a job. Default is false.
Notes	string		—	Free-form notes or comments about the customer.
title	string		"Mr."	Title of the person (max 16 characters - keep it short like 'Mr.', 'Dr.', 'CEO'). This tag supports i18n, all locales. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes are required during create.
Active	boolean		—	Whether the customer is currently active. Default is true.
Mobile	object		—	Mobile phone number of the customer.
suffix	string		—	Suffix of the name. For example, Jr. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.
Balance	number		—	Opening balance amount for this customer at the OpenBalanceDate.
Taxable	boolean		—	Whether the customer is taxable. Default is true.
WebAddr	object		—	Website address (URI) of the customer.
BillAddr	object		—	Billing address of the customer.
ShipAddr	object		—	Shipping address of the customer.
ParentRef	object		—	Reference to the immediate parent customer for sub-customers.
ResaleNum	string		—	Resale number or tax-exempt number for the customer.
given_name	string		—	Given name or first name of a person. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.
CompanyName	string		—	Company name associated with the customer.
CurrencyRef	object		—	Reference to the currency used for transactions with this customer (e.g., {'value': 'USD'}).
family_name	string		—	Family name or the last name of the person. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.
middle_name	string		—	Middle name of the person. The person can have zero or more middle names. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.
PrimaryPhone	object		—	Primary phone number of the customer.
display_name	string		—	The name as displayed. Must be unique across all Customer, Vendor, and Employee objects. Cannot be removed with sparse update. If not supplied, the system generates DisplayName by concatenating customer name components supplied in the request from the following list: Title, GivenName, MiddleName, FamilyName, and Suffix.
AlternatePhone	object		—	Alternate phone number of the customer.
BillWithParent	boolean		—	Whether this sub-customer should be billed with its parent customer. Default is false.
OpenBalanceDate	string		—	Date of the opening balance for the customer in YYYY-MM-DD format.
PrimaryEmailAddr	object		—	Primary email address of the customer.
PrintOnCheckName	string		—	Name to be printed on checks issued to this customer. If not provided, DisplayName is used.
PreferredDeliveryMethod	string		—	Preferred delivery method for invoices and communications.

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Quickbooks Create Deposit

Integration name: QUICKBOOKS_CREATE_DEPOSIT

Creates a new deposit in QuickBooks Online. A deposit represents funds received and deposited to an asset account (typically a bank account). Use this action to record deposits of customer payments, refunds, or other funds into your bank accounts. Each deposit must specify the destination account and at least one line item showing the source and amount of funds.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
line	array	✅	—	List of deposit line items. Each line item represents funds being deposited. At least one line is required. Each line must include: (1) 'Amount' as a positive number, (2) 'DetailType' set to 'DepositLineDetail', (3) 'DepositLineDetail' with 'AccountRef' containing the source account ID. Example: [{'Amount': 100.00, 'DetailType': 'DepositLineDetail', 'DepositLineDetail': {'AccountRef': {'value': '87'}}}]
txn_date	string		—	Transaction date for the deposit in YYYY-MM-DD format (e.g., '2026-02-23'). If not provided, the current date will be used.
currency_ref	object		—	Reference to a currency.
minorversion	integer		—	QuickBooks API minor version number to use for this request (e.g., 65, 70, 75). If not specified, uses the default API version.
private_note	string		—	Private note about the deposit (internal use only).
exchange_rate	—		—	Exchange rate for multi-currency transactions. Default is 1 for home currency.
department_ref	object		—	Reference to a department.
deposit_to_account_ref	object	✅	—	Reference to the asset account (bank account) where the deposit will be made. Must be a valid bank account ID. Example: {'value': '35'} for account ID 35. Use QUICKBOOKS_QUERY_ACCOUNT or QUICKBOOKS_READ_ACCOUNT to get valid account IDs.

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Quickbooks Create Echeck Payment

Integration name: QUICKBOOKS_CREATE_ECHECK_PAYMENT

Tool to create an eCheck payment using ACH bank transfer in QuickBooks Payments API. Use when processing payments from customer bank accounts via electronic check. The payment is debited directly from the customer's bank account using the provided routing and account numbers.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
amount	string	✅	—	Payment amount as a string (e.g., '10.55', '100.00'). Must be a positive number with up to 2 decimal places.
context	object		—	Transaction context information.
currency	string	✅	—	Currency code for the payment (e.g., 'USD'). Currently only USD is supported by QuickBooks Payments.
bankAccount	object	✅	—	Bank account details from which the eCheck payment will be debited. Includes account number, routing number, account type, name, and phone.

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Quickbooks Create Employee

Integration name: QUICKBOOKS_CREATE_EMPLOYEE

Create a new employee in QuickBooks.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
fax	object		—	Fax number of the employee.
ssn	string		—	Social Security Number. Maximum 15 characters for QuickBooks Online, 1024 characters for QuickBooks Desktop.
title	string		—	Title or honorific of the employee.
active	boolean		—	Indicates whether the entity is enabled. Default is true. Employees are deactivated (active=false) rather than deleted.
gender	string		—	Gender of the employee.
mobile	object		—	Mobile phone number of the employee.
suffix	string		—	Name suffix of the employee. QuickBooks Online only. Maximum 15 characters.
web_addr	object		—	Website address or URI associated with the employee.
bill_rate	number		—	Hourly billing rate for the employee. QuickBooks Online only.
cost_rate	number		—	Cost rate associated with the employee.
birth_date	string		—	Birth date of the employee, in YYYY-MM-DD format.
given_name	string	✅	—	Given name (first name) of the employee. Required field. Maximum 100 characters.
hired_date	string		—	Date the employee was hired, in YYYY-MM-DD format.
other_addr	object		—	Other physical address(es) of the employee.
family_name	string	✅	—	Family name (last name) of the employee. Required field. Maximum 100 characters.
middle_name	string		—	Middle name(s) of the employee. Maximum 5-15 characters depending on product.
company_name	string		—	Company name associated with the employee.
custom_field	array		—	Array of custom fields associated with the employee.
display_name	string		—	Display name of the employee. Must be unique across all customer, employee, and vendor objects. Populated from FullName if not provided. Must not contain colon, tab, or newline characters.
organization	boolean		—	Internal flag for organizational structure.
primary_addr	object		—	Physical street address for this employee. If QuickBooks Payroll is enabled for the company, the following address fields are required: city, country_sub_division_code, and postal_code.
billable_time	boolean		—	Indicates whether employee time is billable. QuickBooks Online only.
employee_type	string		—	Employee type classification.
primary_phone	object		—	Primary phone number of the employee.
released_date	string		—	Date the employee left the company, in YYYY-MM-DD format.
use_time_entry	boolean		—	Indicates whether time sheets create paychecks for this employee.
alternate_phone	object		—	Alternate phone number of the employee.
employee_number	string		—	Employee directory number. Maximum 15 for QuickBooks Online, 99 for QuickBooks Desktop.
other_contact_info	array		—	List of additional contact information entities.
primary_email_addr	object		—	Primary email address of the employee.
print_on_check_name	string		—	Name as it should appear on printed checks.
default_tax_code_ref	object		—	Reference to the default tax code associated with the employee.

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Quickbooks Create Estimate

Integration name: QUICKBOOKS_CREATE_ESTIMATE

Creates a new estimate in QuickBooks Online. An estimate represents a proposal for goods or services that a customer may purchase. Use this to provide pricing quotes to customers before they commit to a purchase. This action requires a valid customer ID and at least one line item with item details and amount. The created estimate can later be converted to an invoice when the customer accepts the proposal.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
lines	array	✅	—	List of estimate line items. Each line item must include DetailType, Amount, and appropriate detail object (e.g., SalesItemLineDetail for item-based lines).
txn_date	string		—	Date of the estimate transaction in YYYY-MM-DD format (e.g., '2024-01-15'). If not specified, the current date is used.
bill_addr	object		—	Physical address structure.
class_ref	object		—	Reference to a class for categorization.
ship_addr	object		—	Physical address structure.
ship_date	string		—	Date for delivery of goods or services in YYYY-MM-DD format (e.g., '2024-03-15').
bill_email	string		—	Email address where the estimate should be sent.
doc_number	string		—	Reference number for the estimate. If not specified, QuickBooks generates one automatically.
customer_id	string	✅	—	ID of the customer for whom the estimate is created. This is the unique identifier for the customer in QuickBooks (e.g., '1', '3'). Use QUICKBOOKS_READ_CUSTOMER or QUICKBOOKS_CREATE_CUSTOMER to get valid customer IDs.
currency_ref	object		—	Reference to a currency.
custom_field	array		—	Custom fields for the estimate. QuickBooks Online supports up to 3 custom fields. The custom fields must already exist in QuickBooks.
minorversion	integer		—	QuickBooks API minor version number to use for this request (e.g., 65, 70, 75). If not specified, uses the default API version from headers.
private_note	string		—	User-entered private note about the estimate, not visible to the customer. Maximum 4000 characters.
tracking_num	string		—	Shipping provider's tracking number for the delivery of goods. Maximum 31 characters.
customer_memo	string		—	Message to the customer that appears on the estimate.
exchange_rate	number		—	The exchange rate for the transaction. Applicable if multi-currency is enabled. Defaults to 1.
department_ref	object		—	Reference to a department.
sales_term_ref	object		—	Reference to sales terms.
expiration_date	string		—	Date by which the estimate must be accepted in YYYY-MM-DD format (e.g., '2024-02-28').
ship_method_ref	object		—	Reference to a shipping method.
global_tax_calculation	string		—	Method in which tax is applied. Valid values: TaxExcluded, TaxInclusive, NotApplicable. Default is TaxExcluded.
apply_tax_after_discount	boolean		—	If true, tax is applied after discount. If false or null, calculate sales tax first then apply discount. US QuickBooks companies only. Defaults to false.

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Quickbooks Create Invoice

Integration name: QUICKBOOKS_CREATE_INVOICE

Creates a new invoice in QuickBooks for a customer. An invoice represents a sales transaction where goods or services are sold to a customer on credit or for immediate payment. This action requires: - A valid customer ID (obtain from QUICKBOOKS_CREATE_CUSTOMER or QUICKBOOKS_READ_CUSTOMER) - At least one line item with a valid item/service ID and amount The created invoice will have a unique ID, document number, due date, total amount, and balance. Use this to bill customers for products or services rendered. To update the invoice later, re-read it first to obtain the current SyncToken; stale tokens cause update rejections.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
fob	string		—	Free On Board (FOB) designation for shipping terms. Defines when ownership and liability transfer from seller to buyer.
lines	array	✅	—	List of invoice line items. Each line item must be a dictionary with: (1) 'DetailType' set to 'SalesItemLineDetail', (2) 'Amount' as a number representing the line total, (3) 'SalesItemLineDetail' as a dictionary containing 'ItemRef' with a 'value' key for the item ID (e.g., {'ItemRef': {'value': '1'}}). Optional fields include 'Description' (text), 'Qty' (quantity as number), and 'UnitPrice' (price per unit as number). Example: [{'DetailType': 'SalesItemLineDetail', 'Amount': 100.00, 'SalesItemLineDetail': {'ItemRef': {'value': '1'}, 'Qty': 2, 'UnitPrice': 50.00}}]
due_date	string		—	Date when payment for the invoice is due in YYYY-MM-DD format (e.g., '2026-03-25'). Calculated from TxnDate and SalesTermRef if not explicitly provided.
txn_date	string		—	Date when the transaction occurred in YYYY-MM-DD format (e.g., '2026-02-25'). This is the posting date that affects financial statements. If not supplied, the current server date is used.
bill_addr	object		—	Bill-to address of the invoice. Provide as a dictionary with keys like 'Line1', 'City', 'CountrySubDivisionCode', 'PostalCode'. If not provided, defaults to the customer's billing address.
class_ref	object		—	Reference to the class associated with the transaction for categorization and reporting. Provide as a dictionary with 'value' key for the class ID (e.g., {'value': '5'}).
po_number	string		—	Purchase order number provided by the customer. Maximum 25 characters (QuickBooks Windows) or 15 characters (QuickBooks Online).
requestid	string		—	Optional idempotency key (maximum 50 characters) to prevent duplicate writes on retries. If provided, QuickBooks will not create a duplicate invoice if the same requestid is used again.
ship_addr	object		—	Shipping address for the invoice. Provide as a dictionary with keys like 'Line1', 'City', 'CountrySubDivisionCode', 'PostalCode'. If not provided, defaults to the customer's shipping address.
ship_date	string		—	Date when the product was shipped or service was performed in YYYY-MM-DD format (e.g., '2026-02-25').
bill_email	object		—	Email address where the invoice should be sent. Provide as a dictionary with 'Address' key (e.g., {'Address': '[e-mail]'}).
doc_number	string		—	Reference number for the transaction. Maximum 21 characters for QuickBooks Online. If not provided, QuickBooks auto-generates this by incrementing the last number.
customer_id	string	✅	—	ID of the customer to invoice. This is the unique identifier for the customer in QuickBooks (e.g., '1', '92'). Use QUICKBOOKS_CREATE_CUSTOMER or QUICKBOOKS_READ_CUSTOMER to get valid customer IDs. Customer must be active; inactive customer IDs will cause invoice creation to fail. Similarly, all ItemRef values in lines must reference active items/services.
project_ref	object		—	Reference to the project associated with the invoice. Provide as a dictionary with 'value' key for the project ID (e.g., {'value': '10'}).
currency_ref	object		—	Reference to the currency in which all amounts on the invoice are expressed. Provide as a dictionary with 'value' key for the currency code (e.g., {'value': 'USD'}).
custom_field	array		—	Array of custom fields for the invoice. QuickBooks Online supports up to 3 custom fields. Each field should be a dictionary with 'DefinitionId', 'Name', 'Type', and value keys (e.g., [{'DefinitionId': '1', 'Name': 'Field1', 'Type': 'StringType', 'StringValue': 'Value1'}]).
minorversion	integer		—	QuickBooks API minor version number to use for this request (e.g., 65, 70, 75). Allows access to version-specific features. If not specified, uses the default API version.
private_note	string		—	User-entered, organization-private note about the transaction that will not appear on customer-facing records. Maximum 4000 characters.
template_ref	object		—	Reference to the template used for formatting the invoice. Provide as a dictionary with 'value' key for the template ID (e.g., {'value': '5'}).
tracking_num	string		—	Shipping provider's tracking number for the delivery. Maximum 31 characters.
bill_email_cc	object		—	CC email address for the invoice. Provide as a dictionary with 'Address' key (e.g., {'Address': '[e-mail]'}).
customer_memo	object		—	User-entered message to the customer that appears on the invoice. Provide as a dictionary with 'value' key (e.g., {'value': 'Thank you for your business'}). Maximum 1000 characters.
exchange_rate	number		—	Currency exchange rate for multi-currency environments. Exchange rates are always recorded as the number of home currency units per one foreign currency unit.
bill_email_bcc	object		—	BCC email address for the invoice. Provide as a dictionary with 'Address' key (e.g., {'Address': '[e-mail]'}).
department_ref	object		—	Reference to the department for location tracking (QuickBooks Online). Provide as a dictionary with 'value' key for the department ID (e.g., {'value': '1'}).
sales_term_ref	object		—	Reference to the sales terms (payment terms) that determine the invoice due date. Provide as a dictionary with 'value' key for the term ID (e.g., {'value': '3'}).
ship_from_addr	object		—	Ship-from address for the invoice. Provide as a dictionary with keys like 'Line1', 'City', 'CountrySubDivisionCode', 'PostalCode'.
txn_tax_detail	object		—	Details of taxes charged on the transaction as a whole. Provide as a dictionary with 'TxnTaxCodeRef' and/or 'TaxLine' keys. QuickBooks automatically calculates this based on tax codes if not provided.
ship_method_ref	object		—	Reference to the shipping method. Provide as a dictionary with 'value' key for the shipping method ID (e.g., {'value': '2'}).
allow_ipn_payment	boolean		—	Specifies whether customer is allowed to use IPN (Instant Payment Notification) to pay the invoice.
allow_online_payment	boolean		—	Specifies whether customer is allowed to use eInvoicing (online payment) to pay the invoice.
deposit_to_account_ref	object		—	Reference to the asset account where payment deposits are recorded. Provide as a dictionary with 'value' key for the account ID (e.g., {'value': '35'}).
global_tax_calculation	string		—	Method used to apply taxes. Valid values: 'TaxExcluded', 'TaxInclusive', 'NotApplicable'. Default is 'TaxExcluded'.
allow_online_ach_payment	boolean		—	Permits customers to pay via electronic bank transfers (ACH) through eInvoicing.
apply_tax_after_discount	boolean		—	If false or null, calculate sales tax first then apply discount. If true, apply discount first then calculate tax. US QuickBooks companies only.
allow_online_credit_card_payment	boolean		—	Permits customers to pay via credit cards through eInvoicing.

---

Quickbooks Create Item

Integration name: QUICKBOOKS_CREATE_ITEM

Create a new item in QuickBooks Online. Items represent the products or services that a company buys, sells, or resells. Use when adding new inventory items, services, or non-inventory products to the QuickBooks catalog.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
name	string	✅	"Composio Test Service"	User-recognizable name for the item. This is the name displayed in lists and forms in QuickBooks.
type	string	✅	—	Classification specifying the use of this item. Valid values: 'Service' (services offered for sale), 'Inventory' (products bought and sold with quantity tracking - requires QuickBooks Online Plus or Advanced), 'NonInventory' (products bought and sold without quantity tracking), 'Category' (used to group items together), 'Bundle' (combination of products/services sold together). Different types have different required fields.
active	boolean		—	Whether the item is active and available for use. Default is true.
taxable	boolean		—	Whether sales of this item are subject to sales tax. Default is false.
parent_ref	object		—	Reference to another entity.
unit_price	number		—	Unit price of the item for sales. This is the default selling price per unit.
description	string		—	Description of the item that appears on sales forms such as invoices. This helps customers understand what they are purchasing.
qty_on_hand	number		10	Current quantity on hand for this inventory item. REQUIRED if TrackQtyOnHand is true. Must be a non-negative number.
minorversion	integer		—	QuickBooks API minor version number to use for this request (e.g., 65, 70, 75). Allows access to version-specific features. If not specified, uses the default API version.
purchase_cost	number		—	Cost to purchase this item from vendors. This is the default purchase cost per unit.
purchase_desc	string		—	Description of the item for purchase forms. This is the description used when purchasing the item from vendors.
inv_start_date	string		"2026-01-01"	Date when inventory tracking begins for this item. Format: YYYY-MM-DD. REQUIRED if TrackQtyOnHand is true.
asset_account_ref	object		{"name":"Inventory Asset","value":"81"}	Reference to another entity.
track_qty_on_hand	boolean		—	Whether quantity on hand is tracked for this item. If true, you must provide QtyOnHand and InvStartDate. Applicable for Inventory items.
income_account_ref	object		{"name":"Sales of Product Income","value":"9"}	Reference to another entity.
expense_account_ref	object		{"name":"Cost of Goods Sold","value":"80"}	Reference to another entity.

---

Quickbooks Create Journal Entry

Integration name: QUICKBOOKS_CREATE_JOURNAL_ENTRY

Tool to create a new journal entry in QuickBooks Online. Use when you need to make adjusting or correcting entries that directly affect account balances. Journal entries require at least two lines with total debits equaling total credits.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
Line	array	✅	—	List of journal entry lines. Each journal entry must have at least two lines, and the total debits must equal the total credits. Typically includes at least one debit line and one credit line with matching amounts.
TxnDate	string		—	Transaction date for the journal entry in YYYY-MM-DD format. If not provided, the current date is used.
DocNumber	string		—	Reference number for the journal entry. Maximum 21 characters.
Adjustment	boolean		—	Indicates if this is an adjustment journal entry. Set to true for adjusting entries.
CurrencyRef	object		—	Reference to an entity.
PrivateNote	string		—	Private note about the journal entry. Maximum 4000 characters.
ExchangeRate	number		—	Exchange rate for multi-currency journal entries.
minorversion	integer		—	QuickBooks API minor version number to use for this request (e.g., 65, 70, 75). Allows access to version-specific features. If not specified, uses the default API version.

---

Quickbooks Create Payment

Integration name: QUICKBOOKS_CREATE_PAYMENT

Creates a payment record in QuickBooks Online. The Payment entity records payment from customers against single or multiple invoices and credit memos. Use this action when recording customer payments, whether full payment of an invoice or partial payment across multiple invoices.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
lines	array	✅	—	List of payment line items specifying which invoices or credit memos the payment is applied to. Each line item must contain Amount and LinkedTxn fields. Example: [{'Amount': 50.0, 'LinkedTxn': [{'TxnId': '11', 'TxnType': 'Invoice'}]}]
txn_date	string		—	Date of the payment transaction in YYYY-MM-DD format (e.g., '2024-01-15'). If not specified, the current date is used.
total_amt	number	✅	—	Total amount of the payment. This should equal the sum of all Line item amounts. Must be a positive number (e.g., 50.0, 100.0).
customer_id	string	✅	—	ID of the customer making the payment. This is the unique identifier for the customer in QuickBooks (e.g., '3', '58'). Use QUICKBOOKS_CREATE_CUSTOMER or QUICKBOOKS_READ_CUSTOMER to get valid customer IDs.
minorversion	integer		—	QuickBooks API minor version number to use for this request (e.g., 65, 70, 75). Allows access to version-specific features. If not specified, uses the default API version.
private_note	string		—	Private note about the payment. Not visible to the customer. Maximum 4000 characters.
customer_name	string		—	Name of the customer. Optional field that helps with readability but not required by the API.
exchange_rate	number		—	Exchange rate for the transaction when using multi-currency. Applicable only if multi-currency is enabled. Optional field.
payment_ref_num	string		—	Reference number for the payment, such as a check number or transaction ID. Optional field.
process_payment	boolean		—	Indicates whether the payment should be processed through QuickBooks Payments. Set to true to process the payment, false otherwise. Optional field.
ar_account_ref_id	string		—	ID of the accounts receivable account. Optional field. Use QuickBooks query API to get valid AR account IDs.
currency_ref_value	string		—	Currency code for multi-currency environments (e.g., 'USD', 'CAD', 'EUR'). Required if the company file uses multi-currency. Optional otherwise.
credit_card_payment	object		—	Credit card payment details when payment method is credit card.
payment_method_ref_id	string		—	ID of the payment method used (e.g., '1' for Cash, '2' for Check). Optional field. Use QuickBooks query API to get valid payment method IDs.
deposit_to_account_ref_id	string		—	ID of the asset account where this payment should be deposited. Optional field. If not provided, uses the default Undeposited Funds account.

---

Quickbooks Create Purchase

Integration name: QUICKBOOKS_CREATE_PURCHASE

Tool to create a new purchase transaction in QuickBooks Online. A purchase represents an expense such as a cash payment, check, or credit card purchase. Use when recording business expenses or making payments to vendors.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
Line	array	✅	—	List of line items for the purchase. At least one line item is required. Each line must have an Amount and DetailType with corresponding detail object.
TxnDate	string		—	Date of the transaction in YYYY-MM-DD format (e.g., '2024-08-23'). If not provided, uses the current date.
TotalAmt	number		—	Total amount of the purchase including all line items. If not provided, QuickBooks will calculate it from the line items. Should match the sum of all line amounts.
DocNumber	string		—	Reference number for the purchase (e.g., check number). Maximum 21 characters.
EntityRef	object		—	Reference to an entity (vendor, customer, employee).
AccountRef	object	✅	—	Reference to the account from which the payment is made (e.g., {'value': '19'} for a checking account or {'value': '42'} for a credit card account).
CurrencyRef	object		—	Reference to a currency.
PaymentType	string	✅	—	Payment method used for this purchase. Choose 'Cash', 'Check', or 'CreditCard'.
PrivateNote	string		—	Private note about the purchase, visible only to company users. Maximum 4000 characters.
ExchangeRate	number		—	Exchange rate for multi-currency transactions. Required if CurrencyRef is different from home currency.
minorversion	integer		—	QuickBooks API minor version number to use for this request (e.g., 65, 70, 75). If not specified, uses the default API version from headers.
DepartmentRef	object		—	Reference to an account.
PaymentMethodRef	object		—	Reference to an entity (vendor, customer, employee).
GlobalTaxCalculation	string		—	Method used to apply tax on the transaction. Valid values: 'TaxExcluded', 'TaxInclusive', 'NotApplicable'.
TransactionLocationType	string		—	The location type of the transaction. Used for international tax calculations.

---

Quickbooks Create Purchase Order

Integration name: QUICKBOOKS_CREATE_PURCHASE_ORDER

Create a new purchase order in QuickBooks. Use when you need to send a request to a vendor to deliver goods or services.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
fob	string		—	Free On Board shipping terms indicating point of transfer of ownership.
memo	string		—	Memo or note about the purchase order visible on reports and to the vendor.
lines	array	✅	—	List of line items for the purchase order. Each line must have an 'amount' (number), 'detail_type' ('ItemBasedExpenseLineDetail' or 'AccountBasedExpenseLineDetail'), and corresponding detail object. For item-based lines, include 'item_based_expense_line_detail' with an 'item_ref'. For account-based lines, include 'account_based_expense_line_detail' with an 'account_ref'.
due_date	string		—	Date when payment for the purchase order is due in YYYY-MM-DD format.
po_email	object		—	Email address structure.
txn_date	string		—	Transaction date of the purchase order in YYYY-MM-DD format. Defaults to the current date if not provided.
class_ref	object		—	Reference to another entity.
ship_addr	object		—	Physical address structure.
total_amt	number	✅	—	Total amount of the purchase order. Should equal the sum of all line amounts.
vendor_id	string	✅	—	ID of the vendor for this purchase order. Use QUICKBOOKS_CREATE_VENDOR or QUICKBOOKS_READ_VENDOR to get valid vendor IDs.
doc_number	string		—	Reference number for the purchase order. If not provided, QuickBooks will auto-generate it.
vendor_addr	object		—	Physical address structure.
currency_ref	object		—	Reference to another entity.
custom_field	array		—	Custom fields for the purchase order.
minorversion	integer		—	QuickBooks API minor version number (e.g., 65, 70, 75). If not specified, uses the default API version.
private_note	string		—	Private note about the purchase order, not visible to the vendor.
template_ref	object		—	Reference to another entity.
ap_account_id	string	✅	—	ID of the Accounts Payable account to use for this purchase order. This is typically the main AP account in your chart of accounts.
exchange_rate	number		—	Currency exchange rate for multi-currency transactions.
expected_date	string		—	Expected delivery date for products in YYYY-MM-DD format.
department_ref	object		—	Reference to another entity.
sales_term_ref	object		—	Reference to another entity.
txn_tax_detail	object		—	Transaction tax detail information including TxnTaxCodeRef and TaxLine.
ship_method_ref	object		—	Reference to another entity.
global_tax_calculation	string		—	Method in which tax is applied. Valid values: 'TaxExcluded', 'TaxInclusive', 'NotApplicable'.

---

Quickbooks Create Refund Receipt

Integration name: QUICKBOOKS_CREATE_REFUND_RECEIPT

Tool to create a new refund receipt in QuickBooks Online. Use when a customer receives a refund for returned goods or services.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
Line	array	✅	—	List of line items for the refund receipt. At least one line item is required. Each line must specify Amount, DetailType, and relevant detail information.
TxnDate	string		—	Transaction date in YYYY-MM-DD format. If not provided, the current date is used.
DocNumber	string		—	Reference number for the refund receipt. Maximum 21 characters.
CurrencyRef	object		—	Reference to the currency.
CustomField	array		—	List of custom fields for the refund receipt.
CustomerRef	object	✅	—	Reference to the customer receiving the refund. Required.
PrivateNote	string		—	Internal note about the refund receipt, not visible to customer.
ExchangeRate	number		—	Exchange rate for multi-currency transactions.
minorversion	integer		—	QuickBooks API minor version number (e.g., 65, 70, 75). If not specified, uses the default API version.
PaymentRefNum	string		—	Reference number for the payment (e.g., check number, transaction ID).
DepositToAccountRef	object	✅	—	Reference to the asset account where the refund is deposited. Required for the refund receipt.

---

Quickbooks Create Sales Receipt

Integration name: QUICKBOOKS_CREATE_SALES_RECEIPT

Tool to create a new sales receipt in QuickBooks Online. Use when recording a sale where the customer pays immediately (cash, check, credit card).

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
line	array	✅	—	Array of line items for the sales receipt. At least one line item is required.
txn_date	string		"2024-01-15"	Transaction date in YYYY-MM-DD format. Defaults to current date if not provided.
bill_addr	object		—	Physical address structure.
class_ref	object		—	Generic reference type for various entities.
ship_addr	object		—	Physical address structure.
ship_date	string		"2024-01-20"	Date when goods or services are scheduled for delivery in YYYY-MM-DD format.
bill_email	object		—	Email address structure.
doc_number	string		—	Reference number for the sales receipt (maximum 21 characters).
currency_ref	object		—	Reference to currency.
custom_field	array		—	Array of custom fields for the sales receipt.
customer_ref	object	✅	—	Reference to the customer receiving the sales receipt. Required field.
minorversion	integer		—	QuickBooks API minor version number (e.g., 65, 70, 75). If not specified, uses the default API version.
private_note	string		—	Private note about the sales receipt, not visible to the customer.
tracking_num	string		—	Shipping tracking number provided by the shipping provider.
bill_email_cc	object		—	Email address structure.
customer_memo	object		—	Customer memo for the sales receipt.
exchange_rate	number		—	Exchange rate for currency conversion.
bill_email_bcc	object		—	Email address structure.
department_ref	object		—	Generic reference type for various entities.
sales_term_ref	object		—	Generic reference type for various entities.
payment_ref_num	string		—	Reference number for the payment (e.g., check number, transaction ID).
ship_method_ref	object		—	Generic reference type for various entities.
payment_method_ref	object		—	Reference to the payment method (e.g., {'value': '1'}). Use to specify how the customer paid.
deposit_to_account_ref	object		—	Reference to the deposit account.
global_tax_calculation	string		"TaxExcluded"	Method in which tax is applied. Allowed values: TaxExcluded, TaxInclusive, NotApplicable.
apply_tax_after_discount	boolean		—	Whether to apply tax after discount. Defaults to false.

---

Quickbooks Create Tax Agency

Integration name: QUICKBOOKS_CREATE_TAX_AGENCY

Create a new tax agency in QuickBooks Online. Use when you need to set up a new tax authority or agency for tax reporting purposes.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
DisplayName	string	✅	"California State Tax Agency"	The name of the tax agency as displayed in QuickBooks. Must be unique.

---

Quickbooks Create Taxservice Taxcode

Integration name: QUICKBOOKS_CREATE_TAXSERVICE_TAXCODE

Create a new tax code with associated tax rates using the TaxService endpoint. Use when you need to set up new tax codes for sales or purchase transactions with specific tax rates.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
TaxCode	string	✅	"SALES_TAX_8"	The unique identifier for the tax code being created. Must be unique within the QuickBooks company.
TaxRateDetails	array	✅	—	List of tax rate details to associate with this tax code. At least one tax rate detail is required.

---

Quickbooks Create Time Activity

Integration name: QUICKBOOKS_CREATE_TIME_ACTIVITY

Create a new time activity record in QuickBooks Online. TimeActivity tracks employee or vendor time worked on jobs or projects. Use when recording billable or non-billable hours for employees or vendors.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
hours	integer		—	Number of hours worked. Alternative to using start_time and end_time. Use with minutes field to specify duration.
minutes	integer		—	Number of minutes worked (0-59). Use with hours field to specify duration as an alternative to start_time and end_time.
name_of	string	✅	"Employee"	Specifies the type of entity: 'Employee' for employee time tracking, or 'Vendor' for vendor/contractor time tracking.
taxable	boolean		—	Whether the time activity is taxable. Set to true if subject to sales tax.
end_time	string		"2026-02-23T17:00:00+00:00"	End time of the time activity in ISO 8601 format with timezone (e.g., '2026-02-23T17:00:00+00:00'). Required unless using hours and minutes fields.
item_ref	object		—	Reference to another entity.
txn_date	string		"2026-02-23"	Transaction date for the time activity in YYYY-MM-DD format (e.g., '2026-02-23'). If not provided, current date is used.
class_ref	object		—	Reference to another entity.
start_time	string		"2026-02-23T09:00:00+00:00"	Start time of the time activity in ISO 8601 format with timezone (e.g., '2026-02-23T09:00:00+00:00'). Required unless using hours and minutes fields.
vendor_ref	object		—	Reference to another entity.
break_hours	integer		—	Number of break hours to subtract from the time activity duration.
description	string		—	Description of work completed during this time activity.
hourly_rate	number		50	Hourly billing rate for this time activity. If not provided, uses the default rate from the employee/vendor record.
customer_ref	object		—	Reference to another entity.
employee_ref	object		—	Reference to another entity.
break_minutes	integer		—	Number of break minutes (0-59) to subtract from the time activity duration.
department_ref	object		—	Reference to another entity.
billable_status	string		—	Billable status of the time activity.
payroll_item_ref	object		—	Reference to another entity.

---

Quickbooks Create Vendor

Integration name: QUICKBOOKS_CREATE_VENDOR

Create a new vendor in QuickBooks with the given details.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
fax	object		—	Phone number input for vendor creation.
gstin	string		—	GST Identification Number (applicable for Indian vendors).
notes	string		—	Additional notes or comments about the vendor.
title	string		"Mr."	Title of the person (max 16 characters - keep it short like 'Mr.', 'Dr.', 'CEO'). This tag supports i18n, all locales. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, Suffix, or FullyQualifiedName attributes are required during create.
active	boolean		—	Indicates whether the vendor is currently active. Set to False to make inactive.
mobile	object		—	Phone number input for vendor creation.
suffix	string		—	Suffix of the name. For example, Jr. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.
balance	number		—	Opening balance amount for this vendor. Use with open_balance_date.
acct_num	string		—	Account number assigned to this vendor for tracking purposes.
term_ref	object		—	Reference type input for entity references.
web_addr	object		—	Website address input for vendor creation.
bill_addr	object		—	Physical address input for vendor creation.
bill_rate	number		—	Standard billing rate for the vendor (per hour or unit).
ship_addr	object		—	Physical address input for vendor creation.
given_name	string		—	Given name or first name of a person. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.
parent_ref	object		—	Reference type input for entity references.
family_name	string		—	Family name or the last name of the person. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.
middle_name	string		—	Middle name of the person. The person can have zero or more middle names. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.
tax_country	string		—	Country for tax purposes (e.g., 'US', 'CA', 'IN').
tds_enabled	boolean		—	Indicates if Tax Deducted at Source (TDS) is enabled (India).
vendor_1099	boolean		—	Indicates whether the vendor is eligible for 1099 tax reporting (US tax purposes).
company_name	string		—	The name of the company associated with the vendor. Useful when creating organizational vendors.
contact_name	string		—	Primary contact person's name at the vendor.
credit_limit	number		—	Maximum credit amount extended to the vendor.
currency_ref	object		—	Reference type input for entity references.
display_name	string		—	The name as displayed. Must be unique across all Customer, Vendor, and Employee objects. Cannot be removed with sparse update. If not supplied, the system generates DisplayName by concatenating customer name components supplied in the request from the following list: Title, GivenName, MiddleName, FamilyName, and Suffix.
t4a_eligible	boolean		—	Canadian T4A tax form eligibility status.
primary_phone	object		—	Phone number input for vendor creation.
ap_account_ref	object		—	Reference type input for entity references.
t5018_eligible	boolean		—	Canadian T5018 tax form eligibility status.
tax_identifier	string		—	Tax identification number for the vendor (EIN or SSN).
alternate_phone	object		—	Phone number input for vendor creation.
business_number	string		—	Business registration number or tax identification number.
alt_contact_name	string		—	Alternate contact person's name at the vendor.
open_balance_date	string		—	Date of the opening balance in YYYY-MM-DD format.
primary_email_addr	object		—	Email address input for vendor creation.
tds_entity_type_id	integer		—	TDS entity type classification identifier (India).
print_on_check_name	string		—	The name of the vendor as it should be printed on checks. If not provided, uses DisplayName.
tax_reporting_basis	string		—	Tax reporting methodology (e.g., 'Cash', 'Accrual').
tds_section_type_id	integer		—	TDS section type categorization identifier (India).
default_tax_code_ref	object		—	Reference type input for entity references.
gst_registration_type	string		—	GST registration type (applicable for Indian vendors, e.g., 'Regular', 'Composition').
tax_id_effective_date	string		—	Effective date for the tax identification number in YYYY-MM-DD format.
tds_override_threshold	boolean		—	Whether to override the standard TDS threshold limits (India).

---

Quickbooks Create Vendor Credit

Integration name: QUICKBOOKS_CREATE_VENDOR_CREDIT

Tool to create a new vendor credit in QuickBooks Online. Use when recording a credit from a vendor that reduces what you owe.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
Line	array	✅	—	List of line items for the vendor credit. At least one line item is required. Each line must specify DetailType, Amount, and AccountBasedExpenseLineDetail.
Memo	string		—	Memo for the vendor credit that appears on reports.
TxnDate	string		—	Date of the transaction in YYYY-MM-DD format. Defaults to the current date if not provided.
DocNumber	string		—	Reference number for the vendor credit (e.g., credit memo number from vendor).
VendorRef	object	✅	—	Reference to the vendor from whom the credit is received. Required field.
CurrencyRef	object		—	Reference to the currency. Format: {'value': 'USD'}.
PrivateNote	string		—	User-entered private note about the vendor credit.
APAccountRef	object		—	Reference to the Accounts Payable account. Format: {'value': 'account_id'}. If not specified, uses the default AP account.
ExchangeRate	number		—	Currency exchange rate for multi-currency transactions.
minorversion	integer		—	QuickBooks API minor version number (e.g., 65, 70, 75). If not specified, uses the default version.
DepartmentRef	object		—	Reference to the department. Format: {'value': 'department_id'}.
GlobalTaxCalculation	string		—	Method in which tax is applied. Valid values: TaxExcluded, TaxInclusive, NotApplicable.

---

Quickbooks Customer Balance Detail

Integration name: QUICKBOOKS_CUSTOMER_BALANCE_DETAIL

Generate a balance detail report for a customer in QuickBooks with the given customer ID.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
arpaid	string		—	Status of the balance.
columns	string		—	Column types to be shown in the report. Supported Values: bill_addr, create_by, create_date, cust_bill_email, cust_comp_name, cust_msg, cust_phone_other, cust_tel, cust_name, deliv_addr, doc_num*, due_date*, last_mod_by, last_mod_date, memo*, sale_sent_state, ship_addr, ship_date, ship_via, term_name, tracking_num, tx_date*, txn_type*. Additional columns with custom fields enabled: sales_cust1, sales_cust2, sales_cust3. Additional columns with location tracking enabled: dept_name*
custom1	string		—	Filter by the specified custom field as defined by the CustomField attribute in transaction entities where supported. Supported Values: Name of custom field.
shipvia	string		—	Filter by the shipping method as stored in Invoice.ShipMethodRef.Name.
sort_by	string		—	The column type used in sorting report rows. Specify a column type as defined with the columns query parameter.
term_ids	array		—	One or more comma separated term IDs. Filters report contents based on term or terms supplied.
sort_order	string		—	The sort order.
end_duedate	string		—	The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
report_date	string		—	Start date to use for the report, in the format YYYY-MM-DD.
aging_method	string		—	The date upon which aging is determined.
customer_ids	array		—	One or more comma separated customer IDs. Filters report contents to include information for specified customers.
start_duedate	string		—	The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
department_ids	array		—	One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.

---

Quickbooks Customer Balance Report

Integration name: QUICKBOOKS_CUSTOMER_BALANCE_REPORT

Generate a customer balance report in QuickBooks showing outstanding balances for customers. Can filter by specific customers, date ranges, payment status, and accounting method. Returns a hierarchical report with customer names, IDs, and their current balance amounts.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
qzurl	string		—	Specifies whether Quick Zoom URL information should be generated for rows in the report.
arpaid	string		—	Filter by payment status. 'All' includes all balances, 'Paid' shows only paid invoices, 'Unpaid' shows only outstanding balances. If not specified, defaults to showing all.
date_macro	string		—	Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
sort_order	string		—	The sort order.
report_date	string		—	Start date to use for the report, in the format YYYY-MM-DD.
customer_ids	array		—	List of customer IDs to filter the report. If not provided, the report includes all customers. Each ID should be the Customer.Id value from the Customer object (e.g., ['1', '2', '10']).
department_ids	array		—	One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_method	string		—	The accounting method used in the report.
summarize_column_by	string		—	The criteria by which to group the report results.

---

Quickbooks Delete Bank Account

Integration name: QUICKBOOKS_DELETE_BANK_ACCOUNT

Tool to delete a bank account on file for a customer in QuickBooks Payments API. Use when removing a customer's payment method. Returns 204 No Content on success with an empty response body from the API.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
request_id	string		"550e8400-e29b-41d4-a716-446655440005"	UUID for idempotency to prevent duplicate requests. If not provided, one will be generated automatically.
customer_id	string	✅	"test-customer-id"	The customer ID for whom the bank account is being deleted (can be a test ID like 'test-customer-id')
bank_account_id	string	✅	"200153232587278746893210"	The bank account ID to delete

---

Quickbooks Execute Batch Operation

Integration name: QUICKBOOKS_EXECUTE_BATCH_OPERATION

Execute multiple QuickBooks operations in a single request. Operations are performed serially. Supports create, update, delete, and query operations on QuickBooks entities. Use this action to reduce network latency when performing multiple operations. Each operation is executed in order, and each response is correlated to its request via the bId field. Maximum 30 operations per batch. Ideal for bulk data operations or related entity updates.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
minorversion	integer		65	QuickBooks API minor version number to use for this request (e.g., 65, 70, 75). Allows access to version-specific features. If not specified, uses the default API version from metadata.
BatchItemRequest	array	✅	—	List of batch item requests to execute. Each item can be a create, update, delete, or query operation. Operations are performed serially in the order provided. Maximum 30 items per batch request.

---

Quickbooks Get Aged Receivables Report

Integration name: QUICKBOOKS_GET_AGED_RECEIVABLES_REPORT

Generate an aged receivables report showing outstanding customer balances by age. Use when tracking overdue invoices and managing accounts receivable aging.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
arpaid	string		—	Filters customers by payment status. Use 'All' for all customers, 'Paid' for customers with fully paid balances, or 'Unpaid' for customers with outstanding balances. Default is 'Unpaid'.
date_macro	string		—	Predefined date macro like 'Today', 'This Month', etc. Alternative to report_date for specifying the report date using a macro.
num_periods	integer		—	Number of aging periods to display in the report. Must be between 1 and 10. Defaults to 4 if not specified. Each period shows receivables within that age range.
report_date	string		—	Date for the aged receivables report in YYYY-MM-DD format. Defaults to today if not provided. This is the as-of date for calculating aging.
aging_method	string		—	Method for calculating aging. 'Report_Date' calculates aging from the report date, 'Current' calculates aging from the current date. Defaults to 'Report_Date' if not specified.
aging_period	integer		—	Number of days per aging period. Must be at least 1. Defaults to 30 days if not specified. For example, with 30 days you get periods like 0-30, 31-60, etc.
customer_ids	array		—	One or more comma-separated customer IDs to filter the report. Filters report contents to include information for specified customers only. Provide customer IDs as returned in the Customer.Id attribute.
minorversion	string		—	API minor version number. Optional - defaults to x-minor-version header if not provided. Use this to access features from specific minor versions of the QuickBooks API.

---

Quickbooks Get Attachable

Integration name: QUICKBOOKS_GET_ATTACHABLE

Tool to read details of a specific attachable by ID in QuickBooks Online. Attachables represent file attachments linked to entities like invoices, customers, or bills.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
minorversion	integer		75	API minor version to use for the request. If not provided, uses the version from metadata headers.
attachable_id	string	✅	"68120641"	ID of the attachable (file attachment) to retrieve

---

Quickbooks Get Balance Sheet Report

Integration name: QUICKBOOKS_GET_BALANCE_SHEET_REPORT

Generate a Balance Sheet report showing company assets, liabilities, and equity at a point in time. Use when you need to understand the financial position with what the company owns versus what it owes.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
date_macro	string		—	Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
sort_order	string		—	The sort order.
report_date	string		—	Start date to use for the report, in the format YYYY-MM-DD.
department_ids	array		—	One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_method	string		—	The accounting method used in the report.
summarize_column_by	string		—	The criteria by which to group the report results.

---

Quickbooks Get Bank Account

Integration name: QUICKBOOKS_GET_BANK_ACCOUNT

Tool to retrieve a specific bank account by ID from QuickBooks Payments API. Use when you need to get details about a specific payment method for a customer.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
customer_id	string	✅	"123456789012345678901234"	The customer ID who owns the bank account
bank_account_id	string	✅	"200180091307278738147890"	The unique identifier of the bank account to retrieve

---

Quickbooks Get Bill

Integration name: QUICKBOOKS_GET_BILL

Tool to fetch a QuickBooks bill by ID. Use when needing to retrieve bill details including vendor reference, line items, amounts, and payment status.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
bill_id	string	✅	"13"	ID of the bill to retrieve from QuickBooks
minorversion	integer		65	API minor version to use for the request (e.g., 65, 70, 75). If not specified, uses the default from headers.

---

Quickbooks Get Bill Payment

Integration name: QUICKBOOKS_GET_BILL_PAYMENT

Tool to retrieve details of a specific bill payment by ID in QuickBooks Online. Use when you need to view information about an existing bill payment.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
minorversion	integer		75	QuickBooks API minor version number (e.g., 65, 70, 75). If not specified, uses the default from headers.
bill_payment_id	string	✅	"10"	ID of the bill payment to retrieve.

---

Quickbooks Get Changed Entities

Integration name: QUICKBOOKS_GET_CHANGED_ENTITIES

Tool to retrieve entities that changed since a specified timestamp using QuickBooks Change Data Capture (CDC) API. Use when you need to sync or refresh local data periodically by fetching only entities modified within the last 30 days. Returns full entity payloads (not just changed attributes) grouped by entity type with up to 1000 entities per response.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
entities	string	✅	"Customer,Invoice"	Comma-separated list of entity types to query for changes. Valid entity types include: Account, Bill, BillPayment, Budget, Class, CreditMemo, Customer, Department, Deposit, Employee, Estimate, Invoice, Item, JournalEntry, Payment, PaymentMethod, Purchase, PurchaseOrder, RefundReceipt, SalesReceipt, TaxCode, TaxRate, Term, TimeActivity, Transfer, Vendor, VendorCredit. Example: 'Customer,Invoice' or 'Bill,Payment,Vendor'.
changedSince	string	✅	"2026-02-16T00:00:00Z"	ISO 8601 timestamp indicating the starting point for change tracking. Returns entities modified after this timestamp. Maximum lookback period is 30 days. Format: YYYY-MM-DDTHH:MM:SSZ (UTC timezone recommended). Example: '2026-02-16T00:00:00Z'

---

Quickbooks Get Company Info

Integration name: QUICKBOOKS_GET_COMPANY_INFO

Tool to read company information from QuickBooks Online. Returns basic company info including name, addresses, fiscal year settings, and subscription status.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
minorversion	integer		75	API minor version to use for the request. If not provided, uses the version from metadata headers.

---

Quickbooks Get Credit Memo

Integration name: QUICKBOOKS_GET_CREDIT_MEMO

Tool to fetch a QuickBooks credit memo by ID. Use when needing full credit memo details including metadata, customer info, line items, and remaining credit amount.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
minorversion	integer		70	API minor version to use for the request
credit_memo_id	string	✅	"14"	ID of the credit memo to read

---

Quickbooks Get Credit Memo Pdf

Integration name: QUICKBOOKS_GET_CREDIT_MEMO_PDF

Tool to download a QuickBooks credit memo as a PDF file. Use when you need to retrieve the printable PDF version of a credit memo.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
minorversion	string		"70"	API minor version to use for the request (e.g., '70', '75'). If not specified, uses the default API version.
credit_memo_id	string	✅	"14"	The ID of the credit memo to retrieve as PDF (e.g., '14', '123').

---

Quickbooks Get Department

Integration name: QUICKBOOKS_GET_DEPARTMENT

Read details of a specific department by ID in QuickBooks Online. Use when you need to retrieve information about a department.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
department_id	string	✅	—	The ID of the department to retrieve.

---

Quickbooks Get Deposit

Integration name: QUICKBOOKS_GET_DEPOSIT

Tool to read details of a specific deposit by ID in QuickBooks Online. Use when you need complete deposit information including line items, amounts, and metadata.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
deposit_id	string	✅	"4"	ID of the deposit to retrieve. Use QUICKBOOKS_QUERY_DEPOSIT to find deposit IDs.
minorversion	integer		65	QuickBooks API minor version number to use for this request (e.g., 65, 70, 75). If not specified, uses the default API version from headers.

---

Quickbooks Get Estimate

Integration name: QUICKBOOKS_GET_ESTIMATE

Tool to fetch a QuickBooks estimate by ID. Use when needing full estimate details including metadata, line items, and sync token.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
estimate_id	string	✅	"19"	ID of the estimate to read from QuickBooks
minorversion	integer		65	API minor version to use for the request

---

Quickbooks Get Estimate Pdf

Integration name: QUICKBOOKS_GET_ESTIMATE_PDF

Tool to download a QuickBooks estimate as a PDF file. Use when you need to retrieve the printable PDF version of an estimate.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
estimate_id	string	✅	"19"	The ID of the estimate to retrieve as PDF (e.g., '19', '123').
minorversion	string		"65"	API minor version to use for the request (e.g., '65', '75'). If not specified, uses the default API version.

---

Quickbooks Get Exchange Rate

Integration name: QUICKBOOKS_GET_EXCHANGE_RATE

Tool to get exchange rate for a specific currency code and date in QuickBooks Online. Use when needing to retrieve the current or historical exchange rate between a foreign currency and the company's home currency.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
asofdate	string	✅	"2024-01-15"	The date for which to get the exchange rate, in YYYY-MM-DD format (e.g., 2024-01-15).
minorversion	integer		73	API minor version to use for the request. If not provided, uses the version from metadata headers.
sourcecurrencycode	string	✅	"EUR"	The source currency code for which to get the exchange rate (e.g., EUR, GBP, JPY).

---

Quickbooks Get General Ledger Report

Integration name: QUICKBOOKS_GET_GENERAL_LEDGER_REPORT

Generate a General Ledger report showing all transactions with debits, credits, and running balances. Use when you need a detailed view of all accounting transactions posted to each account.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
columns	string		—	Column types to show in the report. Comma-separated list of column names (e.g., 'tx_date,txn_type,doc_num,name,memo,account,debit,credit,balance').
sort_by	string		—	The column type on which to base sorting (e.g., 'tx_date', 'account', 'txn_type'). Default is 'txn_type' if not specified.
end_date	string		—	End date for the report period in YYYY-MM-DD format.
class_ids	array		—	List of class IDs to filter the report. If not provided, the report includes all classes. Each ID should be the Class.Id value (e.g., ['1', '2']).
date_macro	string		—	Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use start_date and end_date to cover an explicit report date range.
sort_order	string		—	The sort order for rows (ascending or descending). Default is ascending.
start_date	string		—	Start date for the report period in YYYY-MM-DD format.
vendor_ids	array		—	List of vendor IDs to filter the report. If not provided, the report includes all vendors. Each ID should be the Vendor.Id value (e.g., ['1', '3']).
account_ids	array		—	List of account IDs to filter the report. If not provided, the report includes all accounts. Each ID should be the Account.Id value from the Account object (e.g., ['1', '35', '82']).
account_type	string		—	Account type from which to include transactions (e.g., 'Bank', 'Expense', 'Income').
customer_ids	array		—	List of customer IDs to filter the report. If not provided, the report includes all customers. Each ID should be the Customer.Id value (e.g., ['1', '5']).
department_ids	array		—	List of department IDs to filter the report. If not provided, the report includes all departments. Filters report contents to include information for specified departments if so configured in the company file.
accounting_method	string		—	The accounting method used in the report (Cash or Accrual).
source_account_ids	array		—	List of source account IDs to filter the report. Each ID should be the Account.Id value for the source account.
source_account_type	string		—	Source account type for transaction filtering.

---

Quickbooks Get Inventory Valuation Summary

Integration name: QUICKBOOKS_GET_INVENTORY_VALUATION_SUMMARY

Generate an Inventory Valuation Summary report showing inventory quantities and their current values. Use when you need to understand inventory asset values, track stock levels, or analyze inventory costs by item.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
date_macro	string		—	Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
sort_order	string		—	The sort order.
report_date	string		—	Start date to use for the report, in the format YYYY-MM-DD.
department_ids	array		—	One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_method	string		—	The accounting method used in the report.
summarize_column_by	string		—	The criteria by which to group the report results.

---

Quickbooks Get Invoice Pdf

Integration name: QUICKBOOKS_GET_INVOICE_PDF

Tool to download a QuickBooks invoice as a PDF file. Use when you need to retrieve the printable PDF version of an invoice.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
invoice_id	string	✅	"17"	The ID of the invoice to retrieve as PDF (e.g., '17', '123').
minorversion	string		"70"	API minor version to use for the request (e.g., '70', '75'). If not specified, uses the default API version.

---

Quickbooks Get Item

Integration name: QUICKBOOKS_GET_ITEM

Tool to retrieve a specific item by its ID from QuickBooks Online. Use when you need full details of a product or service item.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
item_id	string	✅	"12421341"	Unique identifier of the item to retrieve from QuickBooks.
minorversion	integer		65	QuickBooks API minor version number to use for this request (e.g., 65, 70, 75). Allows access to version-specific features. If not specified, uses the default API version.

---

Quickbooks Get Journal Entry

Integration name: QUICKBOOKS_GET_JOURNAL_ENTRY

Tool to read details of a specific QuickBooks journal entry by ID. Use when you need complete journal entry information including transaction date, line items, posting types, and account references.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
minorversion	integer		75	API minor version number (e.g., 75)
journal_entry_id	string	✅	"1"	The ID of the journal entry to retrieve

---

Quickbooks Get Payment

Integration name: QUICKBOOKS_GET_PAYMENT

Tool to fetch details of a specific payment by ID in QuickBooks Online. Use when needing payment information including customer, amounts, and linked transactions.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
payment_id	string	✅	"18"	ID of the payment to retrieve
minorversion	integer		65	API minor version to use for the request

---

Quickbooks Get Payment Method

Integration name: QUICKBOOKS_GET_PAYMENT_METHOD

Read details of a specific payment method by ID in QuickBooks Online. Use when you need to retrieve information about a payment method entity.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
payment_method_id	string	✅	—	ID of the payment method to be read

---

Quickbooks Get Payment Pdf

Integration name: QUICKBOOKS_GET_PAYMENT_PDF

Tool to download a QuickBooks payment record as a PDF file. Use when you need to retrieve the printable PDF version of a payment.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
payment_id	string	✅	"18"	The ID of the payment record to retrieve as PDF (e.g., '18', '123').
minorversion	string		"70"	API minor version to use for the request (e.g., '70', '75'). If not specified, uses the default API version.

---

Quickbooks Get Preferences

Integration name: QUICKBOOKS_GET_PREFERENCES

Tool to read company preferences that control application behavior in QuickBooks Online. Use when needing to retrieve accounting settings, sales form configurations, tax preferences, time tracking settings, or other company-wide preference data.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
minorversion	integer		75	API minor version to use for the request. If not provided, uses the version from metadata headers.

---

Quickbooks Get Profit And Loss Detail Report

Integration name: QUICKBOOKS_GET_PROFIT_AND_LOSS_DETAIL_REPORT

Generate a detailed Profit and Loss report showing company income and expenses with transaction-level details. Use when you need to analyze profitability with individual transaction details, customer/vendor breakdowns, and account-level activity.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
end_date	string		—	Report end date in YYYY-MM-DD format. If not provided, defaults to today's date.
class_ids	array		—	List of class IDs to filter the report. If not provided, the report includes all classes. Each ID should be the Class.Id value from the Class object (e.g., ['1', '3']).
date_macro	string		—	Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
sort_order	string		—	The sort order.
start_date	string		—	Report start date in YYYY-MM-DD format. If not provided, defaults to the start of the current fiscal year.
vendor_ids	array		—	List of vendor IDs to filter the report. If not provided, the report includes all vendors. Each ID should be the Vendor.Id value from the Vendor object (e.g., ['1', '5', '20']).
report_date	string		—	Start date to use for the report, in the format YYYY-MM-DD.
customer_ids	array		—	List of customer IDs to filter the report. If not provided, the report includes all customers. Each ID should be the Customer.Id value from the Customer object (e.g., ['1', '2', '10']).
department_ids	array		—	One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_method	string		—	The accounting method used in the report.
summarize_column_by	string		—	The criteria by which to group the report results.

---

Quickbooks Get Profit And Loss Report

Integration name: QUICKBOOKS_GET_PROFIT_AND_LOSS_REPORT

Generate a Profit and Loss report showing company income and expenses over a period. Use when you need to analyze profitability, revenue, costs, and net income for a specific date range.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
end_date	string		—	Report end date in YYYY-MM-DD format. If not provided, defaults to today's date.
class_ids	array		—	List of class IDs to filter the report. If not provided, the report includes all classes. Each ID should be the Class.Id value from the Class object (e.g., ['1', '3']).
date_macro	string		—	Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
sort_order	string		—	The sort order.
start_date	string		—	Report start date in YYYY-MM-DD format. If not provided, defaults to the start of the current fiscal year.
vendor_ids	array		—	List of vendor IDs to filter the report. If not provided, the report includes all vendors. Each ID should be the Vendor.Id value from the Vendor object (e.g., ['1', '5', '20']).
report_date	string		—	Start date to use for the report, in the format YYYY-MM-DD.
customer_ids	array		—	List of customer IDs to filter the report. If not provided, the report includes all customers. Each ID should be the Customer.Id value from the Customer object (e.g., ['1', '2', '10']).
department_ids	array		—	One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_method	string		—	The accounting method used in the report.
summarize_column_by	string		—	The criteria by which to group the report results.

---

Quickbooks Get Purchase

Integration name: QUICKBOOKS_GET_PURCHASE

Tool to fetch details of a specific purchase by ID in QuickBooks Online. Use when you need to retrieve complete purchase information including line items, payment details, and metadata.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
purchase_id	string	✅	"20"	ID of the purchase to retrieve
minorversion	integer		65	API minor version to use for the request. If not provided, uses the version from metadata headers.

---

Quickbooks Get Purchase Order

Integration name: QUICKBOOKS_GET_PURCHASE_ORDER

Tool to fetch a QuickBooks purchase order by ID. Use when needing full purchase order details including line items, vendor information, and metadata.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
minorversion	integer		65	API minor version to use for the request
purchase_order_id	string	✅	"15"	ID of the purchase order to retrieve

---

Quickbooks Get Purchase Order Pdf

Integration name: QUICKBOOKS_GET_PURCHASE_ORDER_PDF

Tool to download a QuickBooks purchase order as a PDF file. Use when you need to retrieve the printable PDF version of a purchase order.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
minorversion	string		"70"	API minor version to use for the request (e.g., '70', '75'). If not specified, uses the default API version.
purchase_order_id	string	✅	"25"	The ID of the purchase order to retrieve as PDF (e.g., '25', '123').

---

Quickbooks Get Refund Receipt

Integration name: QUICKBOOKS_GET_REFUND_RECEIPT

Tool to fetch a QuickBooks refund receipt by ID. Use when needing details of a specific refund issued to a customer.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
minorversion	integer		75	API minor version to use for the request
refund_receipt_id	string	✅	"9"	ID of the refund receipt to retrieve

---

Quickbooks Get Refund Receipt Pdf

Integration name: QUICKBOOKS_GET_REFUND_RECEIPT_PDF

Tool to download a QuickBooks refund receipt as a PDF file. Use when you need to retrieve the printable PDF version of a refund receipt.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
minorversion	string		"70"	API minor version to use for the request (e.g., '70', '75'). If not specified, uses the default API version.
refund_receipt_id	string	✅	"22"	The ID of the refund receipt to retrieve as PDF (e.g., '22', '123').

---

Quickbooks Get Report Account List

Integration name: QUICKBOOKS_GET_REPORT_ACCOUNT_LIST

Retrieve the AccountList report from QuickBooks showing a list of all accounts. This report displays all account details including name, type, and balance information.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
columns	string		—	Comma-separated list of column names to include in the report. Valid column names: 'account_name', 'account_type', 'detail_acc_type', 'account_desc', 'account_bal'. If not specified, all columns are included. Example: 'account_name,account_type,account_bal'
sort_order	string		—	The sort order for the accounts. Valid values: 'ascend' (ascending, A-Z) or 'descend' (descending, Z-A). If not specified, accounts are returned in their default order.

---

Quickbooks Get Report Aged Payable Detail

Integration name: QUICKBOOKS_GET_REPORT_AGED_PAYABLE_DETAIL

Generate an aged payable detail report showing aging detail for accounts payable. Use when you need to analyze outstanding vendor bills grouped by aging periods.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
appaid	string		—	Status of the payable balance.
columns	string		—	Column types to be shown in the report. Supported Values: bill_addr, create_by, create_date, vend_bill_email, vend_comp_name, vend_phone_other, vend_tel, vend_name, doc_num*, due_date*, last_mod_by, last_mod_date, memo*, term_name, tx_date*, txn_type*. Additional columns with custom fields enabled: purch_vend1, purch_vend2, purch_vend3. Additional columns with location tracking enabled: dept_name*
sort_by	string		—	The column type used in sorting report rows. Specify a column type as defined with the columns query parameter.
term_ids	array		—	One or more comma separated term IDs. Filters report contents based on term or terms supplied.
date_macro	string		—	Predefined date range for the report. Examples: 'Today', 'This Month', 'Last Month', 'This Fiscal Quarter', etc.
sort_order	string		—	The sort order.
vendor_ids	array		—	One or more comma separated vendor IDs. Filters report contents to include information for specified vendors.
end_duedate	string		—	The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
num_periods	integer		—	Number of aging periods to display in the report. Each period represents a time bucket for aging calculations (e.g., 0-30 days, 31-60 days).
report_date	string		—	Start date to use for the report, in the format YYYY-MM-DD.
aging_method	string		—	The date upon which aging is determined.
aging_period	integer		—	Number of days per aging period. Default is typically 30 days. For example, setting this to 30 creates buckets like 0-30, 31-60, 61-90 days.
duedate_macro	string		—	Predefined date range for filtering by due date. Examples: 'Today', 'This Month', 'Last Month', 'This Fiscal Quarter', etc.
start_duedate	string		—	The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
department_ids	array		—	One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_method	string		—	The accounting method used in the report. Supported values: Cash, Accrual.

---

Quickbooks Get Report Aged Payables

Integration name: QUICKBOOKS_GET_REPORT_AGED_PAYABLES

Retrieve an Aged Payables aging summary report from QuickBooks showing outstanding vendor balances grouped by age. Shows amounts owed to vendors categorized by aging periods (e.g., current, 1-30 days, 31-60 days overdue).

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
appaid	string		—	Filters vendors by payment status. Use 'All' for all vendors, 'Paid' for vendors with fully paid balances, or 'Unpaid' for vendors with outstanding balances. Default is 'Unpaid'.
date_macro	string		—	Predefined date macro like 'Today', 'This Month', etc. Alternative to report_date for specifying the report date using a macro.
vendor_ids	array		—	Filters report contents to include information for specified vendors. Provide one or more comma-separated vendor IDs as returned in the Vendor.Id attribute.
num_periods	integer		—	Number of aging periods to display in the report. Must be between 1 and 10. Defaults to 4 if not specified. Each period shows payables within that age range.
report_date	string		—	Date for the aged payables report in YYYY-MM-DD format. Defaults to today if not provided. This is the as-of date for calculating aging.
aging_method	string		—	Method for calculating aging. 'Report_Date' calculates aging from the report date, 'Current' calculates aging from the current date. Defaults to 'Report_Date' if not specified.
aging_period	integer		—	Number of days per aging period. Must be at least 1. Defaults to 30 days if not specified. For example, with 30 days you get periods like 0-30, 31-60, etc.
minorversion	string		—	API minor version number. Optional - defaults to x-minor-version header if not provided. Use this to access features from specific minor versions of the QuickBooks API.

---

Quickbooks Get Report Aged Receivable Detail

Integration name: QUICKBOOKS_GET_REPORT_AGED_RECEIVABLE_DETAIL

Generate an aged receivable detail report showing aging detail for accounts receivable. Use when you need to analyze outstanding customer invoices grouped by aging periods.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
arpaid	string		—	Status of the receivable balance.
columns	string		—	Column types to be shown in the report. Supported Values: bill_addr, create_by, create_date, cust_bill_email, cust_comp_name, cust_msg, cust_phone_other, cust_tel, cust_name, deliv_addr, doc_num*, due_date*, last_mod_by, last_mod_date, memo*, sale_sent_state, ship_addr, ship_date, ship_via, term_name, tracking_num, tx_date*, txn_type*. Additional columns with custom fields enabled: sales_cust1, sales_cust2, sales_cust3. Additional columns with location tracking enabled: dept_name*
custom1	string		—	Filter by the specified custom field as defined by the CustomField attribute in transaction entities where supported. Supported Values: Name of custom field.
shipvia	string		—	Filter by the shipping method as stored in Invoice.ShipMethodRef.Name.
sort_by	string		—	The column type used in sorting report rows. Specify a column type as defined with the columns query parameter.
term_ids	array		—	One or more comma separated term IDs. Filters report contents based on term or terms supplied.
date_macro	string		—	Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use report_date to specify an explicit report date.
sort_order	string		—	The sort order.
end_duedate	string		—	The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
num_periods	integer		—	Number of aging periods to display in the report. Each period represents a time bucket for aging calculations (e.g., 0-30 days, 31-60 days).
report_date	string		—	Start date to use for the report, in the format YYYY-MM-DD.
aging_method	string		—	The date upon which aging is determined.
aging_period	integer		—	Number of days per aging period. Default is typically 30 days. For example, setting this to 30 creates buckets like 0-30, 31-60, 61-90 days.
customer_ids	array		—	One or more comma separated customer IDs. Filters report contents to include information for specified customers.
duedate_macro	string		—	Predefined date range of due dates for receivables to include in the report; otherwise, use the start_duedate and end_duedate to cover an explicit report date range.
start_duedate	string		—	The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
department_ids	array		—	One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_method	string		—	The accounting method used in the report.

---

Quickbooks Get Report Cash Flow

Integration name: QUICKBOOKS_GET_REPORT_CASH_FLOW

Generate a cash flow report in QuickBooks showing cash inflows and outflows categorized by operating, investing, and financing activities. Use when you need to analyze cash movement and liquidity over a specified period.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
date_macro	string		—	Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
sort_order	string		—	The sort order.
report_date	string		—	Start date to use for the report, in the format YYYY-MM-DD.
department_ids	array		—	One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_method	string		—	The accounting method used in the report.
summarize_column_by	string		—	The criteria by which to group the report results.

---

Quickbooks Get Report Class Sales

Integration name: QUICKBOOKS_GET_REPORT_CLASS_SALES

Generate a ClassSales report in QuickBooks showing sales amounts grouped by class. Use when you need to analyze sales performance by class tracking categories.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
class_ids	array		—	One or more comma separated class IDs to filter the report. If not provided, the report includes all classes. Each ID should be the Class.Id value from the Class object.
date_macro	string		—	Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
sort_order	string		—	The sort order.
report_date	string		—	Start date to use for the report, in the format YYYY-MM-DD.
department_ids	array		—	One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_method	string		—	The accounting method used in the report.
summarize_column_by	string		—	The criteria by which to group the report results.

---

Quickbooks Get Report Customer Income

Integration name: QUICKBOOKS_GET_REPORT_CUSTOMER_INCOME

Generate a customer income report in QuickBooks showing revenue by customer. Use when you need to analyze income generated from each customer over a specified period.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
end_date	string		—	Report end date in YYYY-MM-DD format. Use together with start_date to specify a custom date range.
date_macro	string		—	Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
sort_order	string		—	The sort order.
start_date	string		—	Report start date in YYYY-MM-DD format. Use together with end_date to specify a custom date range.
report_date	string		—	Start date to use for the report, in the format YYYY-MM-DD.
customer_ids	array		—	List of customer IDs to filter the report. If not provided, the report includes all customers. Each ID should be the Customer.Id value from the Customer object (e.g., ['1', '2', '10']).
department_ids	array		—	One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_method	string		—	The accounting method used in the report.
summarize_column_by	string		—	The criteria by which to group the report results.

---

Quickbooks Get Report Customer Sales

Integration name: QUICKBOOKS_GET_REPORT_CUSTOMER_SALES

Generate a customer sales report in QuickBooks showing sales transactions and totals for customers. Can filter by specific customers, date ranges, and accounting method. Returns a hierarchical report with customer names, IDs, and their sales amounts.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
end_date	string		—	Report end date in YYYY-MM-DD format. Use together with start_date to specify a custom date range.
date_macro	string		—	Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
sort_order	string		—	The sort order.
start_date	string		—	Report start date in YYYY-MM-DD format. Use together with end_date to specify a custom date range.
report_date	string		—	Start date to use for the report, in the format YYYY-MM-DD.
customer_ids	array		—	List of customer IDs to filter the report. If not provided, the report includes all customers. Each ID should be the Customer.Id value from the Customer object (e.g., ['1', '2', '10']).
department_ids	array		—	One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_method	string		—	The accounting method used in the report.
summarize_column_by	string		—	The criteria by which to group the report results.

---

Quickbooks Get Report Department Sales

Integration name: QUICKBOOKS_GET_REPORT_DEPARTMENT_SALES

Generate a department sales report in QuickBooks showing sales data broken down by department. Use when you need to analyze sales performance across different departments within a date range. Note: Department tracking must be enabled in the QuickBooks company file for this report to return data.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
end_date	string		—	End date for the report period in YYYY-MM-DD format. Use this with start_date to specify a custom date range, or use date_macro for predefined ranges.
date_macro	string		—	Predefined date range for the report (e.g., 'This Month', 'Last Quarter'). Use this as an alternative to specifying start_date and end_date explicitly.
sort_order	string		—	The sort order for the report results (ascend or descend).
start_date	string		—	Start date for the report period in YYYY-MM-DD format. Use this with end_date to specify a custom date range, or use date_macro for predefined ranges.
department_ids	array		—	List of department IDs to filter the report. Filters report contents to include information for specified departments if configured in the company file.
accounting_method	string		—	The accounting method used in the report (Cash or Accrual).
summarize_column_by	string		—	The criteria by which to group the report results (e.g., Total, Month, Quarter).

---

Quickbooks Get Report Item Sales

Integration name: QUICKBOOKS_GET_REPORT_ITEM_SALES

Generate an ItemSales report showing sales data for products and services. Use when you need to analyze sales performance by item including quantity sold, revenue, COGS, and gross margin.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
item_ids	array		—	List of item IDs to filter the report. If not provided, the report includes all items. Each ID should be the Item.Id value from the Item object (e.g., ['1', '2', '10']).
date_macro	string		—	Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
sort_order	string		—	The sort order.
report_date	string		—	Start date to use for the report, in the format YYYY-MM-DD.
department_ids	array		—	One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_method	string		—	The accounting method used in the report.
summarize_column_by	string		—	The criteria by which to group the report results.

---

Quickbooks Get Reports

Integration name: QUICKBOOKS_GET_REPORTS

Retrieve QuickBooks reports such as TransactionList, BalanceSheet, ProfitAndLoss, and others. Use when you need to access standardized financial or transaction reports with flexible filtering options.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
vendor	string		"5"	Vendor ID or comma-separated list of vendor IDs to filter the report. Only transactions related to these vendors will be included. Use Vendor.Id value from the Vendor object.
cleared	string		"All"	Filter for transaction cleared status. Options: 'All', 'Cleared', 'Uncleared', 'Reconciled'. Note that 'cleared' can only be used as a filter parameter, not as a column in the result.
columns	string		"tx_date,txn_type,amount"	Comma-separated list of column types to include in the report. For example: 'tx_date,txn_type,doc_num,name,memo,account,amount'. If not specified, the report uses default columns.
sort_by	string		"tx_date"	Column type to use for sorting report rows. Common values include 'tx_date', 'txn_type', 'amount', etc. Must be a column that exists in the report.
customer	string		"1"	Customer ID or comma-separated list of customer IDs to filter the report. Only transactions related to these customers will be included. Use Customer.Id value from the Customer object.
end_date	string		"2024-12-31"	Report end date in YYYY-MM-DD format. Used to filter transactions or data up to this date. If not provided, the report uses its default end date or date_macro setting.
group_by	string		"Customer"	Column type to use for grouping report rows. Common values include 'Customer', 'Vendor', 'Account', etc. Groups transactions by the specified entity type.
date_macro	string		—	Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
sort_order	string		—	The sort order.
start_date	string		"2024-01-01"	Report start date in YYYY-MM-DD format. Used to filter transactions or data from this date onwards. If not provided, the report uses its default start date or date_macro setting.
report_date	string		—	Start date to use for the report, in the format YYYY-MM-DD.
report_name	string	✅	"TransactionList"	The name of the report to retrieve. For example: 'TransactionList', 'BalanceSheet', 'ProfitAndLoss', 'CashFlow', etc. This is the report type identifier used in the QuickBooks API endpoint.
department_ids	array		—	One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_method	string		—	The accounting method used in the report.
summarize_column_by	string		—	The criteria by which to group the report results.

---

Quickbooks Get Report Trial Balance

Integration name: QUICKBOOKS_GET_REPORT_TRIAL_BALANCE

Generate a Trial Balance report showing account debits, credits, and balances for a specified period. Use when you need to verify that total debits equal total credits across all accounts for accounting reconciliation.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
end_date	string		—	Report end date in YYYY-MM-DD format. If not provided, defaults to today's date.
date_macro	string		—	Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
sort_order	string		—	The sort order.
start_date	string		—	Report start date in YYYY-MM-DD format. If not provided, defaults to the start of the current fiscal year.
report_date	string		—	Start date to use for the report, in the format YYYY-MM-DD.
department_ids	array		—	One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_method	string		—	The accounting method used in the report.
summarize_column_by	string		—	The criteria by which to group the report results.

---

Quickbooks Get Sales Receipt

Integration name: QUICKBOOKS_GET_SALES_RECEIPT

Tool to fetch a QuickBooks sales receipt by ID. Use when needing full sales receipt details including customer info, line items, payment details, and metadata.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
minorversion	integer		65	API minor version to use for the request
sales_receipt_id	string	✅	"26"	ID of the sales receipt to read from QuickBooks

---

Quickbooks Get Salesreceipt Pdf

Integration name: QUICKBOOKS_GET_SALESRECEIPT_PDF

Tool to download a QuickBooks sales receipt as a PDF file. Use when you need to retrieve the printable PDF version of a sales receipt.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
minorversion	string		"70"	API minor version to use for the request (e.g., '70', '75'). If not specified, uses the default API version.
sales_receipt_id	string	✅	"31"	The ID of the sales receipt to retrieve as PDF (e.g., '31', '123').

---

Quickbooks Get Tax Rate

Integration name: QUICKBOOKS_GET_TAX_RATE

Tool to read details of a specific tax rate by ID in QuickBooks Online. Use when you need to retrieve information about a tax rate.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
tax_rate_id	string	✅	"1"	The ID of the tax rate to retrieve.
minorversion	integer		65	API minor version to use for the request

---

Quickbooks Get Term

Integration name: QUICKBOOKS_GET_TERM

Read details of a specific payment term by ID in QuickBooks Online. Terms define payment conditions like Net 30 or Due on Receipt.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
term_id	string	✅	—	The ID of the payment term to retrieve.

---

Quickbooks Get Time Activity

Integration name: QUICKBOOKS_GET_TIME_ACTIVITY

Tool to read details of a specific time activity by ID in QuickBooks Online. Returns complete time tracking information including employee/vendor reference, hours worked, billing rate, and associated customer.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
minorversion	integer		65	Optional API minor version parameter to use for the request
time_activity_id	string	✅	"1073741824"	The unique identifier of the time activity to retrieve

---

Quickbooks Get Transaction List Report

Integration name: QUICKBOOKS_GET_TRANSACTION_LIST_REPORT

Get the Transaction List report showing all transactions in the company. Use when you need a comprehensive view of all transactions with flexible filtering by date, customer, vendor, account, or other criteria.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
cleared	string		"All"	Filter for transaction cleared status. Options: 'All', 'Cleared', 'Uncleared', 'Reconciled'. Note that 'cleared' can only be used as a filter parameter, not as a column in the result.
columns	string		"date,transaction_type,number,name,memo,account,amount"	Comma-separated list of columns to include in the report. Supports both user-friendly names and QuickBooks API identifiers: date/tx_date (Date), transaction_type/txn_type (Transaction Type), number/num/doc_num (Number), name (Name), memo/description (Memo/Description), account/account_name (Account), amount/subt_nat_amount (Amount), net_amount (Net Amount), split (Split), balance (Balance), customer (Customer), vendor (Vendor), employee (Employee), product_service (Product/Service), quantity (Quantity), rate (Rate), class (Class), department/dept (Department), location (Location). If not specified, report uses default columns.
sort_by	string		"date"	Column to sort report rows by. Supports both user-friendly names (date, transaction_type, amount, account, etc.) and QuickBooks API identifiers (tx_date, txn_type, subt_nat_amount, account_name, etc.). Must be a column that exists in the report.
end_date	string		"2024-12-31"	Report end date in YYYY-MM-DD format. Used to filter transactions up to this date. If not provided, the report uses its default end date or date_macro setting.
group_by	string		"Customer"	Column type to use for grouping report rows. Common values include 'Customer', 'Vendor', 'Account', etc. Groups transactions by the specified entity type.
class_ids	array		—	List of class IDs to filter the report. If not provided, the report includes all classes. Each ID should be the Class.Id value (e.g., ['1', '2']).
date_macro	string		—	Predefined date range for the report. Use if you want the report to cover a standard report date range; otherwise, use start_date and end_date to cover an explicit report date range.
sort_order	string		—	The sort order for rows (ascending or descending). Default is ascending.
start_date	string		"2024-01-01"	Report start date in YYYY-MM-DD format. Used to filter transactions from this date onwards. If not provided, the report uses its default start date or date_macro setting.
vendor_ids	array		—	List of vendor IDs to filter the report. If not provided, the report includes all vendors. Each ID should be the Vendor.Id value from the Vendor object (e.g., ['5', '8', '12']).
account_ids	array		—	List of account IDs to filter the report. If not provided, the report includes all accounts. Each ID should be the Account.Id value from the Account object (e.g., ['1', '35', '82']).
customer_ids	array		—	List of customer IDs to filter the report. If not provided, the report includes all customers. Each ID should be the Customer.Id value from the Customer object (e.g., ['1', '2', '10']).
department_ids	array		—	List of department IDs to filter the report. If not provided, the report includes all departments. Filters report contents to include information for specified departments if so configured in the company file.
accounting_method	string		—	The accounting method used in the report (Cash or Accrual).

---

Quickbooks Get Transfer

Integration name: QUICKBOOKS_GET_TRANSFER

Tool to fetch a QuickBooks transfer by ID. Use when needing to retrieve transfer details including from/to account references and transfer amount.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
transfer_id	string	✅	"1"	ID of the transfer to retrieve from QuickBooks
minorversion	integer		65	API minor version to use for the request (e.g., 65, 70, 75). If not specified, uses the default from headers.

---

Quickbooks Get Vendor Credit

Integration name: QUICKBOOKS_GET_VENDOR_CREDIT

Tool to fetch a QuickBooks vendor credit by ID. Use when needing to retrieve vendor credit details including vendor reference, line items, amounts, and balance status.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
minorversion	integer		65	API minor version to use for the request (e.g., 65, 70, 75). If not specified, uses the default from headers.
vendor_credit_id	string	✅	"27"	ID of the vendor credit to retrieve from QuickBooks

---

Quickbooks Get Vendor Expenses Report

Integration name: QUICKBOOKS_GET_VENDOR_EXPENSES_REPORT

Retrieve a vendor expenses report from QuickBooks showing expense transactions by vendor. This report displays the total expenses incurred for each vendor, providing a detailed view of vendor-related spending. Filter by specific vendors, date ranges, payment status, and customize with various grouping and sorting options.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
qzurl	string		—	Specifies whether Quick Zoom URL information should be generated for rows in the report.
appaid	string		—	Filters vendors by payment status. Use 'All' for all vendors, 'Paid' for vendors with fully paid balances, or 'Unpaid' for vendors with outstanding balances.
date_macro	string		—	Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
sort_order	string		—	The sort order.
vendor_ids	array		—	Filters report contents to include information for specified vendors. Supported Values: One or more comma separated vendor IDs as returned in the attribute, Vendor.Id, of the Vendor object response code.
report_date	string		—	Start date to use for the report, in the format YYYY-MM-DD.
department_ids	array		—	One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_method	string		—	The accounting method used in the report.
summarize_column_by	string		—	The criteria by which to group the report results.

---

Quickbooks List Cards

Integration name: QUICKBOOKS_LIST_CARDS

Tool to retrieve all payment cards on file for a customer in QuickBooks Payments API. Use when needing to list saved payment methods for a customer.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
customer_id	string	✅	"00205184c555f1660c42d19c2d324f86ac3567"	The QuickBooks Payments V4IDPseudonym identifier for the customer. This is different from the QuickBooks Online customer ID - use the V4IDPseudonym field from the customer object.

---

Quickbooks List Departments

Integration name: QUICKBOOKS_LIST_DEPARTMENTS

Query Department entities in QuickBooks using SQL-like syntax. Use when you need to list departments or filter departments by criteria like active status, name patterns, or parent relationships. Supports WHERE clauses, pattern matching (LIKE with %), ORDERBY, and pagination.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
query	string		"SELECT * FROM Department"	SQL-like query string to filter and retrieve Department entities ONLY. IMPORTANT: This tool queries the Department entity exclusively - do NOT use it to query other entities. For querying other entity types, use their respective query tools. Query syntax: SELECT [fields] FROM Department [WHERE conditions] [ORDERBY field] [STARTPOSITION n] [MAXRESULTS n] NOTE: QuickBooks API returns ALL fields with values regardless of SELECT clause - field projections are not supported. You can write 'SELECT Id, Name' but the API will return all available fields anyway. Commonly queryable Department fields: Id, Name, Active, FullyQualifiedName, SubDepartment, ParentRef, SyncToken. Supports: - WHERE clauses with operators (=, <, >, <=, >=, IN) - LIKE operator with % wildcard - Boolean operators (AND, OR) - ORDERBY for sorting - Pagination with MAXRESULTS (max 1000, default 100) and STARTPOSITION - Aggregate functions (COUNT)

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Quickbooks List Invoices

Integration name: QUICKBOOKS_LIST_INVOICES

Tool to list invoices via QuickBooks Query endpoint. Use when retrieving invoices with optional pagination and custom fields.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
fields	array		["Id","DocNumber","TotalAmt"]	List of fields to select in the query. Defaults to ['Id','SyncToken','DocNumber','TotalAmt','Balance','TxnDate'].
max_results	integer		50	Maximum number of records to return; default 50, max 1000.
start_position	integer		1	Starting position for pagination within the result set. Default is 1.

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Quickbooks Query Account

Integration name: QUICKBOOKS_QUERY_ACCOUNT

Query Account entities in QuickBooks using SQL-like syntax. IMPORTANT: Queries the Account entity ONLY (chart of accounts). For other entities (Purchase, Invoice, Bill, Payment, etc.), use their respective query actions. NOTE: API returns ALL fields with values regardless of SELECT clause (projections not supported). CRITICAL RESTRICTIONS: Parentheses and OR operator are NOT supported. Use IN operator for multiple values: WHERE AccountType IN ('Bank', 'Credit Card') Supports: WHERE clauses (=, <, >, LIKE, IN), AND operator, pattern matching (%), ORDER BY, pagination (MAXRESULTS up to 1000, STARTPOSITION), COUNT. Common fields: Id, Name, AccountType, AccountSubType, Classification, Active, FullyQualifiedName, CurrentBalance, AcctNum, Description, SubAccount. Examples: - SELECT * FROM Account WHERE AccountType = 'Expense' MAXRESULTS 100 - SELECT * FROM Account WHERE Active = true ORDER BY Name - SELECT * FROM Account WHERE AccountType IN ('Bank', 'Credit Card')

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
query	string	✅	"SELECT * FROM Account"	SQL-like query string to filter and retrieve Account entities ONLY. Do NOT use for other entities (Purchase, Invoice, Bill, etc.) - use their respective query tools. Query syntax: SELECT [fields] FROM Account [WHERE conditions] [ORDER BY field] [STARTPOSITION n] [MAXRESULTS n] CRITICAL SYNTAX RESTRICTIONS: - Parentheses for grouping are NOT supported - OR operator is NOT supported - use IN instead - Use: WHERE Active = true AND AccountType IN ('Bank', 'Credit Card') NOTE: QuickBooks API returns ALL fields regardless of SELECT clause. Commonly queryable fields: Id, Name, AccountType, AccountSubType, Classification, Active, FullyQualifiedName, CurrentBalance, AcctNum, Description, SubAccount. Supports: - WHERE with operators (=, <, >, <=, >=, IN) - LIKE with % wildcard - AND only (no OR - use IN for multiple values) - ORDER BY for sorting (MUST be two words, not 'ORDERBY'). Sortable fields: Name, Id. Non-sortable: AccountType, AccountSubType, Classification, and others. - MAXRESULTS (max 1000, default 100) and STARTPOSITION - COUNT

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Quickbooks Query Attachable

Integration name: QUICKBOOKS_QUERY_ATTACHABLE

Query Attachable entities in QuickBooks using SQL-like syntax. Use when you need to retrieve multiple attachables or search for specific file attachments.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
query	string		"SELECT * FROM Attachable"	SQL-like query string to filter and retrieve Attachable entities ONLY. IMPORTANT: This tool queries the Attachable entity exclusively - do NOT use it to query other entities like Purchase, Invoice, Bill, Payment, etc. For querying other entity types, use their respective query tools. Query syntax: SELECT [fields] FROM Attachable [WHERE conditions] [ORDERBY field] [STARTPOSITION n] [MAXRESULTS n] NOTE: QuickBooks API returns ALL fields with values regardless of SELECT clause - field projections are not supported. You can write 'SELECT Id, FileName' but the API will return all available fields anyway. Commonly queryable Attachable fields: Id, FileName, Note, Category, ContentType, Size, FileAccessUri, TempDownloadUri. Supports: - WHERE clauses with operators (=, <, >, <=, >=, IN) - LIKE operator with % wildcard - Boolean operators (AND, OR) - ORDERBY for sorting - Pagination with MAXRESULTS (max 1000, default 100) and STARTPOSITION - Aggregate functions (COUNT)

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Quickbooks Query Entities

Integration name: QUICKBOOKS_QUERY_ENTITIES

Execute SQL-like queries on QuickBooks Online entities. Supports all entity types (Customer, Invoice, Bill, Payment, Purchase, Account, etc.) with WHERE clauses, pattern matching, ordering, and pagination. IMPORTANT: Many fields are NOT queryable in WHERE clauses including PrivateNote, AccountRef, CurrencyRef, DepartmentRef, ClassRef, etc. Use queryable fields like Id, TxnDate, PaymentType, DisplayName instead. For non-queryable field filtering, query by date range and filter client-side. See parameter description for full list of queryable vs non-queryable fields. Use entity-specific query tools when available for typed responses.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
query	string	✅	"SELECT * FROM Customer MAXRESULTS 5"	SQL-like query string to retrieve data from QuickBooks Online entities. Generic query tool supporting all entity types: Customer, Invoice, Bill, Payment, Purchase, Account, Vendor, Employee, Item, and more. Query syntax: SELECT [fields] FROM [EntityName] [WHERE conditions] [ORDERBY field] [STARTPOSITION n] [MAXRESULTS n] NOTE: QuickBooks API returns ALL fields regardless of SELECT clause - field projections are not supported. Supported operators: = < > <= >= != LIKE (% wildcard) IN AND ORDERBY MAXRESULTS (max 1000, default 100) STARTPOSITION COUNT. CRITICAL: OR operator is NOT supported for most QuickBooks entities (including Item, Account, and many others). If you attempt to use OR in a query, the API will return a QueryParserError. Use IN operator instead for matching multiple specific values (e.g., 'WHERE Id IN ("1", "2", "3")' instead of 'WHERE Id = "1" OR Id = "2"'). For pattern matching across multiple terms with LIKE (e.g., finding items containing 'Larkspur' in FullyQualifiedName OR Description), query without the WHERE clause or with a broader filter, then filter results client-side. CRITICAL QUERY FIELD RESTRICTIONS: Top-level entity references like CustomerRef, VendorRef are queryable on transactions (e.g., 'SELECT * FROM Invoice WHERE CustomerRef = "123"'). NON-QUERYABLE fields: PrivateNote, AccountRef, CurrencyRef, DepartmentRef, ClassRef on any entity; nested references like Line[].ItemRef. Using these in WHERE causes QueryValidationError. WORKAROUND: Query by date range and filter results client-side, or use entity-specific GET actions. Purchase entity queryable fields: Id, TxnDate, PaymentType, DocNumber, TotalAmt, PrintStatus. NOT queryable: AccountRef, CurrencyRef, DepartmentRef, ClassRef, PrivateNote. These lists are common examples, not exhaustive. Consult the QuickBooks API documentation or test incrementally to discover all queryable fields. Reference fields are generally NOT queryable unless explicitly documented. IMPORTANT: Use entity-specific query tools when available (e.g., QueryAccount for Account entities) as they provide typed responses. This generic tool returns untyped data and should be used only when no specific query tool exists.

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Quickbooks Read Account

Integration name: QUICKBOOKS_READ_ACCOUNT

Read an account in QuickBooks with the given account ID.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
account_id	string	✅	—	ID of the account to be read

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Quickbooks Read Class

Integration name: QUICKBOOKS_READ_CLASS

Read details of a specific class by ID in QuickBooks Online. Classes allow categorization of transactions.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
class_id	string	✅	—	ID of the class to be read
minorversion	integer		75	API minor version to use for the request. If not provided, uses the version from metadata headers.

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Quickbooks Read Customer

Integration name: QUICKBOOKS_READ_CUSTOMER

Read a customer in QuickBooks with the given customer ID.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
customer_id	string	✅	—	ID of the customer to be read Must be the QuickBooks-assigned numeric system ID, not a customer display name or free-text identifier.

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Quickbooks Read Employee

Integration name: QUICKBOOKS_READ_EMPLOYEE

Read an employee's details in QuickBooks with the given employee ID.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
employee_id	string	✅	—	The ID of the employee to be read.

---

Quickbooks Read Invoice

Integration name: QUICKBOOKS_READ_INVOICE

Tool to fetch a QuickBooks invoice by ID or the most recent if no ID provided. Use when needing full invoice details including metadata and sync token.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
invoice_id	string		"12345"	ID of the invoice to read; if not provided, fetches the latest invoice
minorversion	integer		65	API minor version to use for the request

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Quickbooks Read Vendor

Integration name: QUICKBOOKS_READ_VENDOR

Read a vendor in QuickBooks with the given vendor ID.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
vendor_id	string	✅	—	ID of the vendor to be read

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Quickbooks Send Credit Memo

Integration name: QUICKBOOKS_SEND_CREDIT_MEMO

Tool to send a credit memo to a specified email address. Use when you need to email a credit memo to a customer.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
send_to	string		"[e-mail]"	Optional email address to send the credit memo to. If not provided, sends to the customer's default email.
minorversion	integer		—	QuickBooks API minor version number (e.g., 65, 70, 75). If not specified, uses the default version from headers.
credit_memo_id	string	✅	"14"	The ID of the credit memo to send

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Quickbooks Update Attachable

Integration name: QUICKBOOKS_UPDATE_ATTACHABLE

Tool to update an existing attachable in QuickBooks Online. Use when you need to modify attachable properties like note text or entity references. Requires the attachable Id and current SyncToken for optimistic locking.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
Id	string	✅	—	The ID of the attachable to update.
Lat	string		—	Latitude coordinate where the file was created.
Tag	string		—	Tag string for the attachable.
Long	string		—	Longitude coordinate where the file was created.
Note	string		—	Note text for the attachable.
Category	string		—	Category of the attachable (e.g., Image, Document, Sound, Receipt, Other, etc.).
PlaceName	string		—	Name of the place where the file was created.
SyncToken	string	✅	—	The current SyncToken value for optimistic locking. Must match the latest value from QuickBooks.
AttachableRef	array		—	Array of references to entities this attachable is linked to.

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Quickbooks Update Company Info

Integration name: QUICKBOOKS_UPDATE_COMPANY_INFO

Tool to update company information in QuickBooks Online. Use when you need to update company details like name, address, or contact information. Requires Id and SyncToken from a previous read operation.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
Id	string	✅	—	Unique identifier of the company info object. Typically '1' for the company record.
Email	object		—	Email address structure.
Country	string		—	Country where the company is registered (e.g., US, CA, UK).
WebAddr	object		—	Website address structure.
LegalAddr	object		—	Company address structure for update requests.
LegalName	string		—	Legal name of the company.
NameValue	array		—	List of name-value pairs containing additional company attributes.
SyncToken	string	✅	—	Version number for optimistic locking. Must match current value to prevent concurrent update conflicts.
CompanyAddr	object	✅	—	Company address object. Required for updates and must include PostalCode.
CompanyName	string		—	Name of the company. Optional for partial updates.
PrimaryPhone	object		—	Telephone number structure.
CompanyStartDate	string		—	Date when the company started business, in YYYY-MM-DD format.
SupportedLanguages	string		—	Comma-separated list of languages supported by the company.
FiscalYearStartMonth	string		—	Starting month of the company's fiscal year (e.g., January, February).
CustomerCommunicationAddr	object		—	Company address structure for update requests.
CustomerCommunicationEmailAddr	object		—	Email address structure.

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Quickbooks Update Department

Integration name: QUICKBOOKS_UPDATE_DEPARTMENT

Tool to update an existing department in QuickBooks Online. Use when you need to modify department details. Requires the department Id and current SyncToken to prevent concurrent update conflicts.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
Id	string	✅	—	The unique identifier of the department to update. Required for update operations.
Name	string	✅	—	Updated name of the department. Maximum length is 100 characters.
Active	boolean		—	Whether the department is active. Inactive departments may be hidden from most display purposes.
sparse	boolean		—	Set to true to perform a partial update (only specified fields are updated). Defaults to true for update operations.
ParentRef	object		—	Reference to the parent department if this is a sub-department. Contains 'value' (ID) and optionally 'name'.
SyncToken	string	✅	—	Version token for optimistic locking, obtained from a prior GET request. Prevents concurrent update conflicts.
SubDepartment	boolean		—	Whether this department is a sub-department. If true, ParentRef should be provided.

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Quickbooks Update Full Invoice

Integration name: QUICKBOOKS_UPDATE_FULL_INVOICE

Tool to fully replace an Invoice. Use when you need to update all aspects of an existing invoice in a single operation.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
invoice	object	✅	—	Full Invoice JSON payload to update; must include Id and SyncToken. Any writable field omitted will be cleared. Do not set sparse=true.
requestid	string		—	Optional idempotency key (<=50 chars) to prevent duplicate writes on retries.
minorversion	integer		—	Optional QuickBooks API minorversion to access newer fields (e.g., 63).

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Quickbooks Update Payment Method

Integration name: QUICKBOOKS_UPDATE_PAYMENT_METHOD

Tool to update an existing payment method in QuickBooks Online. Use when you need to modify the name, status, or type of a payment method. Requires the payment method Id and current SyncToken.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
Id	string	✅	"2"	Unique identifier of the payment method to update. Required for updates.
Name	string	✅	"Business Check-Updated"	User-recognizable name for the payment method (e.g., 'Business Check', 'Cash', 'Credit Card'). Maximum length is 31 characters.
Type	string		"NON_CREDIT_CARD"	Type of payment method. Valid values: 'CREDIT_CARD', 'NON_CREDIT_CARD'. If not specified, defaults to 'NON_CREDIT_CARD'.
Active	boolean		—	Whether the payment method is active. Default is true.
SyncToken	string	✅	"0"	Version number for optimistic locking. Must match the current version in QuickBooks to prevent conflicts. Required for updates.

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Quickbooks Update Preferences

Integration name: QUICKBOOKS_UPDATE_PREFERENCES

Update company preferences in QuickBooks Online. Requires Id and SyncToken from a previous read. Use sparse=true for partial updates (only specified fields are changed) or sparse=false/omitted for full replacement.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
Id	string	✅	—	ID of the preferences object, typically '1' for company preferences.
sparse	boolean		—	Set to true for sparse (partial) update, updating only provided fields. Set to false or omit for full update.
TaxPrefs	object		—	Tax preferences.
SyncToken	string	✅	—	Version number for optimistic locking. Required to prevent concurrent update conflicts.
OtherPrefs	object		—	Other miscellaneous preferences.
ReportPrefs	object		—	Report preferences.
minorversion	integer		—	QuickBooks API minor version to use (e.g., 65, 70, 75). Uses default if not specified.
CurrencyPrefs	object		—	Currency preferences.
SalesFormsPrefs	object		—	Sales forms preferences.
TimeTrackingPrefs	object		—	Time tracking preferences.
EmailMessagesPrefs	object		—	Email message preferences for various transaction types.
AccountingInfoPrefs	object		—	Accounting information preferences.
ProductAndServicesPrefs	object		—	Product and services preferences.
VendorAndPurchasesPrefs	object		—	Vendor and purchases preferences.

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Quickbooks Update Sparse Invoice

Integration name: QUICKBOOKS_UPDATE_SPARSE_INVOICE

Tool to perform a sparse update of an existing invoice. Use when you need to update only specific invoice fields without overwriting other data.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
invoice	object	✅	—	Invoice object containing Id, SyncToken, sparse flag, and fields to update

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Quickbooks Update Term

Integration name: QUICKBOOKS_UPDATE_TERM

Tool to update an existing payment term in QuickBooks Online. Use when you need to modify the name, status, type, or payment conditions of a payment term. Requires the payment term Id and current SyncToken.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
Id	string	✅	"1"	Unique identifier of the payment term to update. Required for updates.
Name	string	✅	"Net 30"	User-recognizable name for the payment term (e.g., 'Net 30', 'Due on receipt'). Maximum length 31 characters.
Type	string	✅	"STANDARD"	Type of the sales term. Valid values: 'STANDARD' (if dueDays is not null) or 'DATEDRIVEN' (if dueDays is null).
Active	boolean		—	Whether the payment term is active. Default is true.
DueDays	integer		0	Number of days until payment is due. If specified, Type should be 'STANDARD'. Use 0 for 'Due on receipt'.
SyncToken	string	✅	"0"	Version number for optimistic locking. Must match the current version in QuickBooks to prevent conflicts. Required for updates.
DiscountDays	integer		0	Number of days within which payment must be made to receive the discount. Used with discount_percent for early payment discounts.
DayOfMonthDue	integer		—	Specific day of the month when payment is due. Used for DATEDRIVEN type terms. Valid range: 1-31.
DiscountPercent	number		0	Discount percentage available if paid within the discount days. Valid range: 0 to 100.
DueNextMonthDays	integer		—	Number of days in the month before the due date shifts to the next month. Used for DATEDRIVEN type terms.
DiscountDayOfMonth	integer		—	Specific day of the month when discount is available. Used for DATEDRIVEN type terms. Valid range: 1-31.

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Quickbooks Update Transfer

Integration name: QUICKBOOKS_UPDATE_TRANSFER

Tool to update an existing transfer in QuickBooks Online. Use when you need to modify a transfer between accounts. Requires the transfer Id and current SyncToken to prevent concurrent update conflicts.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
Id	string	✅	—	The unique identifier of the transfer to update. Required for update operations.
Amount	string	✅	—	The monetary amount to transfer between accounts. Specified as a string (e.g., '35.00').
TxnDate	string		—	The date of the transfer transaction in YYYY-MM-DD format. Defaults to current date if not specified.
SyncToken	string	✅	—	Version token for optimistic locking, obtained from a prior GET request. Prevents concurrent update conflicts.
CurrencyRef	object		—	Reference to a currency for multi-currency transactions.
PrivateNote	string		—	Internal note about the transfer that is not visible to customers.
ExchangeRate	—		—	Exchange rate for multi-currency transactions. Default is 1 for home currency. Only applicable when using non-home currency.
ToAccountRef	object	✅	—	Reference to the destination account to which funds are transferred.
DepartmentRef	object		—	Reference to a department for location tracking.
FromAccountRef	object	✅	—	Reference to the source account from which funds are transferred.

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Quickbooks Vendor Balance Detail

Integration name: QUICKBOOKS_VENDOR_BALANCE_DETAIL

Generate a balance detail report for a vendor in QuickBooks with the given vendor ID.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
arpaid	string		—	Filter by payment status. Use 'All' for all balances, 'Paid' for fully paid balances, or 'Unpaid' for outstanding balances.
columns	string		—	Column types to be shown in the report. Supported Values: bill_addr, create_by, create_date, vend_bill_email, vend_comp_name, vend_msg, vend_phone_other, vend_tel, vend_name, deliv_addr, doc_num*, due_date*, last_mod_by, last_mod_date, memo*, vendor_sent_state, ship_addr, ship_date, term_name, tracking_num, tx_date*, txn_type*. Additional columns with custom fields enabled: purchase_vend1, purchase_vend2, purchase_vend3. Additional columns with location tracking enabled: dept_name*
sort_by	string		—	The column type used in sorting report rows. Specify a column type as defined with the columns query parameter.
term_ids	array		—	One or more comma separated term IDs. Filters report contents based on term or terms supplied.
date_macro	string		—	Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
sort_order	string		—	The sort order.
vendor_ids	array		—	One or more comma separated vendor IDs. Filters report contents to include information for specified vendors.
end_duedate	string		—	The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
num_periods	integer		—	Number of aging periods to display in the report. Each period represents a time bucket for aging calculations (e.g., 0-30 days, 31-60 days).
report_date	string		—	Start date to use for the report, in the format YYYY-MM-DD.
aging_method	string		—	Method for calculating age of payables. 'Report_Date' calculates age based on the report date, while 'Current' calculates age based on the current date.
aging_period	integer		—	Number of days per aging period. Default is typically 30 days. For example, setting this to 30 creates buckets like 0-30, 31-60, 61-90 days.
duedate_macro	string		—	Predefined date range of due dates for balances to include in the report; otherwise, use the start_duedate and end_duedate to cover an explicit report date range.
start_duedate	string		—	The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
department_ids	array		—	One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_method	string		—	The accounting method used in the report.

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Quickbooks Vendor Balance Report

Integration name: QUICKBOOKS_VENDOR_BALANCE_REPORT

Retrieve a vendor balance report from QuickBooks showing outstanding balances for vendors. This report displays the total amount owed to each vendor, providing a summary of accounts payable. You can filter by specific vendors, date ranges, payment status, and customize the report with various grouping and sorting options.

Parameters

Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.

Parameter	Type	Required	Example	Description
qzurl	string		—	Specifies whether Quick Zoom URL information should be generated for rows in the report.
appaid	string		—	Filters vendors by payment status. Use 'All' for all vendors, 'Paid' for vendors with fully paid balances, or 'Unpaid' for vendors with outstanding balances.
date_macro	string		—	Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
sort_order	string		—	The sort order.
vendor_ids	array		—	Filters report contents to include information for specified vendors. Supported Values: One or more comma separated vendor IDs as returned in the attribute, Vendor.Id, of the Vendor object response code.
report_date	string		—	Start date to use for the report, in the format YYYY-MM-DD.
department_ids	array		—	One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_method	string		—	The accounting method used in the report.
summarize_column_by	string		—	The criteria by which to group the report results.

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