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QuickBooks Sandbox ACTION

Create Profit and Loss Detail Report

Creates a profit and loss report in Quickbooks Online. See the documentation
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's QuickBooks Sandbox account once, then configure and run Create Profit and Loss Detail Report from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "quickbooks_sandbox-create-pl-report",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    quickbooks_sandbox: { authProvisionId: "apn_xxxxxxx" },
    customerIds: ["Customer Ids"],
    accountIds: ["Account IDs"],
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create Profit and Loss Detail Report inputs
Property Type Description
customerIds Customer Ids string[]
Filters report contents to include information for specified customers
Optional Dynamic
accountIds Account IDs string[]
Filters report contents to include information for specified accounts
Optional Dynamic
accountingMethod Accounting Method string
The accounting method used in the report
Optional
dateMacro 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
Optional
startDate Start Date string
The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date
Optional
endDate End Date string
The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date
Optional
adjustedGainLoss Adjusted Gain Loss string
Specifies whether unrealized gain and losses are included in the report
Optional
classIds Class IDs string[]
Filters report contents to include information for specified classes if so configured in the company file
Optional Dynamic
paymentMethod Payment Method string
Filters report contents based on payment method
Optional
employeeIds Employee IDs string[]
Filters report contents to include information for specified employees
Optional Dynamic
departmentIds Department IDs string[]
Filters report contents to include information for specified departments if so configured in the company file
Optional Dynamic
vendorIds Vendor IDs string[]
Filters report contents to include information for specified vendors
Optional Dynamic
accountType Account Type string
Account type from which transactions are included in the report
Optional
sortBy Sort By string
The column type used in sorting report rows
Optional
columns Columns string[]
Column types to be shown in the report
Optional

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
quickbooks_sandbox-create-pl-report
Version
0.0.4
App
QuickBooks Sandbox
Authentication
OAuth
Behavior
May modify external data