QuickBooks Online API - Accounting Automation

API Integration

This actor connects to an external API service. You'll need valid API credentials from the service provider.

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API Integration

This actor connects to an external API service. You'll need valid API credentials from the service provider.

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Automate QuickBooks Online accounting workflows. Manage invoices, customers, payments, vendors, bills, and items. Perfect for invoice automation, payment tracking, financial reporting, and CRM integration.

Features

Company Info

• Get Company Info - Retrieve company details and settings

Customers

• List Customers - Get all customers
• Get Customer - Retrieve customer details
• Create Customer - Add new customer
• Update Customer - Modify customer info

Invoices

• List Invoices - Get all invoices with filtering
• Get Invoice - Retrieve invoice details
• Create Invoice - Create new invoice with line items
• Send Invoice - Email invoice to customer
• Void Invoice - Void an existing invoice

Payments

• List Payments - Get all payments
• Get Payment - Retrieve payment details
• Create Payment - Record new payment

Vendors

• List Vendors - Get all vendors
• Get Vendor - Retrieve vendor details
• Create Vendor - Add new vendor

Bills

• List Bills - Get all bills
• Get Bill - Retrieve bill details
• Create Bill - Create new bill

Items (Products/Services)

• List Items - Get all items
• Get Item - Retrieve item details
• Create Item - Add new item

Accounts

• List Accounts - Get chart of accounts
• Get Account - Retrieve account details

Estimates

• List Estimates - Get all estimates
• Get Estimate - Retrieve estimate details

Custom Queries

• Query - Execute SQL-like queries

Quick Start

{
  "input": "your input here"
}

Demo Mode

Set demoMode: true to test with sample data (no charges). When you're ready for real results, set demoMode: false or omit it.

{
  "demoMode": true,
  ...
}

Input Parameters

Parameter	Type	Required	Description
task	string	Yes	Operation to perform
accessToken	string	Yes*	OAuth 2.0 access token (*not needed for demoMode)
realmId	string	Yes*	Company/realm ID (*not needed for demoMode)
useSandbox	boolean	No	Use sandbox environment (default: false)
entityId	string	No	Entity ID for get/update operations
customerId	string	No	Customer ID for invoice/payment
vendorId	string	No	Vendor ID for bills
displayName	string	No	Name for customer/vendor
email	string	No	Email address
lineItems	array	No	Line items for invoice/bill
amount	number	No	Amount for payment
dueDate	string	No	Due date (YYYY-MM-DD)
query	string	No	SQL-like query string
maxResults	integer	No	Max results (default: 100)
webhookUrl	string	No	URL to send results
demoMode	boolean	No	Run with sample data (default: true)

Output Format

Results are saved to the default dataset:

Invoices List

{
  "task": "list_invoices",
  "success": true,
  "invoices": [
    {
      "Id": "101",
      "DocNumber": "1001",
      "CustomerRef": { "value": "1", "name": "Acme Corp" },
      "TotalAmt": 500.00,
      "Balance": 0,
      "DueDate": "2025-02-15",
      "EmailStatus": "Sent"
    }
  ],
  "total": 45
}

Customer Created

{
  "task": "create_customer",
  "success": true,
  "customer": {
    "Id": "123",
    "DisplayName": "Acme Corporation",
    "PrimaryEmailAddr": { "Address": "billing@acme.com" },
    "Active": true
  }
}

Pricing

This actor uses pay-per-event billing: Pay-per-event pricing:

Event	Price
get_company_info	$0.01
list_customers	$0.01
manage_customer	$0.02
list_invoices	$0.01
manage_invoice	$0.02
list_payments	$0.01
manage_payment	$0.02
list_vendors	$0.01
manage_vendor	$0.02
list_bills	$0.01
manage_bill	$0.02
list_items	$0.01
manage_item	$0.02
list_accounts	$0.005
list_estimates	$0.01
query	$0.02
get_reports	$0.02
get_profit_loss	$0.02

Use Cases

Invoice Automation

• Auto-generate invoices from orders
• Send invoice reminders
• Sync with e-commerce platforms

Payment Tracking

• Record payments automatically
• Match payments to invoices
• Track overdue accounts

Customer Sync

• Sync customers from CRM
• Update customer info bidirectionally
• Track customer purchase history

Financial Reporting

• Export transaction data
• Generate custom reports
• Sync with data warehouses

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Common Problems & Solutions

"Invalid API key" error

Cause: Your API key is wrong, expired, or doesn't have the right permissions. Fix: Double-check your API key. Make sure you copied it exactly without extra spaces.

"Rate limit exceeded" error

Cause: You've hit the API's rate limits. Fix: Wait a few minutes, then try again. Consider reducing the number of concurrent requests.

Empty or incomplete results

Cause: The target may have anti-scraping protection or the data doesn't exist. Fix:

• Check if the URL/search query is correct
• Try with different parameters
• Some sites may block automated access

Demo data showing instead of real results

Cause: demoMode is still set to true. Fix: Set demoMode: false and provide your API key(s).

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Built by John Rippy | Actor Arsenal