# QuickBooks — Pipedream Connect

> QuickBooks Online is designed to help you manage your business finances with ease.

- API slug: `quickbooks` (use in MCP headers and tool keys)
- Auth: OAuth (Pipedream-managed)
- Categories: Commerce
- Website: https://quickbooks.com
- Managed OAuth scopes: `com.intuit.quickbooks.accounting` · `openid` · `profile` · `email`
- This page (HTML): https://pipedream.com/apps/quickbooks
- Tools: 65 actions · 10 triggers

## Connect via MCP (recommended)

- Endpoint: `https://remote.mcp.pipedream.net/v3`
- Headers: `Authorization: Bearer <token>` · `x-pd-project-id` · `x-pd-environment` · `x-pd-external-user-id` · `x-pd-app-slug: quickbooks`

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
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 accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_PROJECT_ID!,
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "quickbooks",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Create AP Aging Detail Report:
const result = await mcp.callTool({
  name: "quickbooks-create-ap-aging-report",
  arguments: {
    shipvia: "Ship Via",
    termIds: ["Term IDs"],
  },
})
```

Docs: [MCP guide](https://pipedream.com/docs/connect/mcp/developers.md)

## API proxy

For a QuickBooks endpoint with no pre-built tool, the proxy forwards your request with the connected user's credentials attached.

```bash
# The path segment is the target URL, URL-safe base64 encoded:
# https://api.example.com/v1/me

curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkuZXhhbXBsZS5jb20vdjEvbWU?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
  -H "Authorization: Bearer {access_token}" \
  -H "x-pd-environment: production"
```

Docs: [API proxy guide](https://pipedream.com/docs/connect/api-proxy.md)

## SDK

```ts
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-create-ap-aging-report",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    quickbooks: { authProvisionId: "apn_xxxxxxx" },
    shipvia: "Ship Via",
    termIds: ["Term IDs"],
  },
})
```

Docs: [Managed auth guide](https://pipedream.com/docs/connect/managed-auth/quickstart.md) · [Tools guide](https://pipedream.com/docs/connect/components.md)

## Actions (65)

### `quickbooks-create-ap-aging-report` — Create AP Aging Detail Report (Write)

Creates an AP aging report in Quickbooks Online. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/create-ap-aging-report.md

### `quickbooks-create-bill` — Create Bill (Write)

Creates a bill. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/create-bill.md

### `quickbooks-create-customer` — Create Customer (Write)

Creates a customer. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/create-customer.md

### `quickbooks-create-estimate` — Create Estimate (Write)

Creates an estimate. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/create-estimate.md

### `quickbooks-create-invoice` — Create Invoice (Write)

Creates an invoice. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/create-invoice.md

### `quickbooks-create-payment` — Create Payment (Write)

Creates a payment. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/create-payment.md

### `quickbooks-create-pl-report` — Create Profit and Loss Detail Report (Write)

Creates a profit and loss report in Quickbooks Online. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/create-pl-report.md

### `quickbooks-create-purchase` — Create Purchase (Write)

Creates a new purchase. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/create-purchase.md

### `quickbooks-create-purchase-order` — Create Purchase Order (Write)

Creates a purchase order. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/create-purchase-order.md

### `quickbooks-create-sales-receipt` — Create Sales Receipt (Write)

Creates a sales receipt. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/create-sales-receipt.md

### `quickbooks-delete-purchase` — Delete Purchase (Write)

Delete a specific purchase. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/delete-purchase.md

### `quickbooks-get-balance-sheet-report` — Get Balance Sheet Report (Read-only)

Retrieves the balance sheet report from Quickbooks Online. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/get-balance-sheet-report.md

### `quickbooks-get-bill` — Get Bill (Read-only)

Returns info about a bill. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/get-bill.md

### `quickbooks-get-cash-flow-report` — Get Cash Flow Report (Read-only)

Retrieves the cash flow report from Quickbooks Online. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/get-cash-flow-report.md

### `quickbooks-get-customer` — Get Customer (Read-only)

Returns info about a customer. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/get-customer.md

### `quickbooks-get-invoice` — Get Invoice (Read-only)

Returns info about an invoice. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/get-invoice.md

### `quickbooks-get-my-company` — Get My Company (Read-only)

Gets info about a company. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/get-my-company.md

### `quickbooks-get-payment` — Get Payment (Read-only)

Returns info about a payment. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/get-payment.md

### `quickbooks-get-purchase` — Get Purchase (Read-only)

Returns info about a purchase. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/get-purchase.md

### `quickbooks-get-purchase-order` — Get Purchase Order (Read-only)

Returns details about a purchase order. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/get-purchase-order.md

### `quickbooks-get-sales-receipt` — Get Sales Receipt (Read-only)

Returns details about a sales receipt. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/get-sales-receipt.md

### `quickbooks-get-time-activity` — Get Time Activity (Read-only)

Returns info about an activity. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/get-time-activity.md

### `quickbooks-list-account-ids-options` — List Account IDs Options (Read-only)

Retrieves available options for the Account IDs field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-account-ids-options.md

### `quickbooks-list-bill-id-options` — List Bill ID Options (Read-only)

Retrieves available options for the Bill ID field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-bill-id-options.md

### `quickbooks-list-class-ids-options` — List Class IDs Options (Read-only)

Retrieves available options for the Class IDs field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-class-ids-options.md

### `quickbooks-list-currency-options` — List Currency Code Options (Read-only)

Retrieves available options for the Currency Code field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-currency-options.md

### `quickbooks-list-customer-options` — List Customer Reference Options (Read-only)

Retrieves available options for the Customer Reference field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-customer-options.md

### `quickbooks-list-customer-type-options` — List Customer Type Options (Read-only)

Retrieves available options for the Customer Type field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-customer-type-options.md

### `quickbooks-list-department-ids-options` — List Department IDs Options (Read-only)

Retrieves available options for the Department IDs field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-department-ids-options.md

### `quickbooks-list-employee-ids-options` — List Employee IDs Options (Read-only)

Retrieves available options for the Employee IDs field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-employee-ids-options.md

### `quickbooks-list-estimate-id-options` — List Estimate ID Options (Read-only)

Retrieves available options for the Estimate ID field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-estimate-id-options.md

### `quickbooks-list-invoice-id-options` — List Invoice ID Options (Read-only)

Retrieves available options for the Invoice ID field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-invoice-id-options.md

### `quickbooks-list-item-id-options` — List Item ID Options (Read-only)

Retrieves available options for the Item ID field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-item-id-options.md

### `quickbooks-list-open-invoices` — List Open Invoices (Read-only)

Lists invoices with an outstanding balance (open invoices). Optionally supply a full query to override the default filter. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/list-open-invoices.md

### `quickbooks-list-past-due-invoices` — List Past Due Invoices (Read-only)

Lists open invoices whose due date is before today in the company's time zone (from CompanyInfo.DefaultTimeZone when available). Optionally supply a full Invoice query to override the default filter. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/list-past-due-invoices.md

### `quickbooks-list-payment-id-options` — List Payment ID Options (Read-only)

Retrieves available options for the Payment ID field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-payment-id-options.md

### `quickbooks-list-payment-method-options` — List Payment Method Options (Read-only)

Retrieves available options for the Payment Method field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-payment-method-options.md

### `quickbooks-list-purchase-id-options` — List Purchase ID Options (Read-only)

Retrieves available options for the Purchase ID field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-purchase-id-options.md

### `quickbooks-list-purchase-order-id-options` — List Purchase Order ID Options (Read-only)

Retrieves available options for the Purchase Order ID field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-purchase-order-id-options.md

### `quickbooks-list-sales-receipt-id-options` — List Sales Receipt ID Options (Read-only)

Retrieves available options for the Sales Receipt ID field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-sales-receipt-id-options.md

### `quickbooks-list-tax-classification-id-options` — List Tax Classification ID Options (Read-only)

Retrieves available options for the Tax Classification ID field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-tax-classification-id-options.md

### `quickbooks-list-tax-code-id-options` — List Tax Code ID Options (Read-only)

Retrieves available options for the Tax Code ID field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-tax-code-id-options.md

### `quickbooks-list-term-ids-options` — List Term IDs Options (Read-only)

Retrieves available options for the Term IDs field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-term-ids-options.md

### `quickbooks-list-time-activity-id-options` — List Time Activity ID Options (Read-only)

Retrieves available options for the Time Activity ID field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-time-activity-id-options.md

### `quickbooks-list-vendor-ids-options` — List Vendor IDs Options (Read-only)

Retrieves available options for the Vendor IDs field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-vendor-ids-options.md

### `quickbooks-list-vendor-options` — List Vendor Reference Options (Read-only)

Retrieves available options for the Vendor Reference field.

Full schema: https://pipedream.com/apps/quickbooks/actions/list-vendor-options.md

### `quickbooks-search-accounts` — Search Accounts (Read-only)

Search for accounts. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/search-accounts.md

### `quickbooks-search-customers` — Search Customers (Read-only)

Searches for customers. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/search-customers.md

### `quickbooks-sandbox-search-invoices` — Search Invoices (Write)

Searches for invoices. See docs here

Full schema: https://pipedream.com/apps/quickbooks/actions/sandbox-search-invoices.md

### `quickbooks-search-invoices` — Search Invoices (Read-only)

Searches for invoices. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/search-invoices.md

### `quickbooks-search-items` — Search Items (Read-only)

Searches for items. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/search-items.md

### `quickbooks-search-products` — Search Products (Read-only)

Search for products. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/search-products.md

### `quickbooks-search-purchases` — Search Purchases (Read-only)

Searches for purchases. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/search-purchases.md

### `quickbooks-search-query` — Search Query (Read-only)

Performs a search query against a Quickbooks entity. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/search-query.md

### `quickbooks-search-services` — Search Services (Read-only)

Search for services. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/search-services.md

### `quickbooks-search-time-activities` — Search Time Activities (Read-only)

Searches for time activities. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/search-time-activities.md

### `quickbooks-search-vendors` — Search Vendors (Read-only)

Searches for vendors. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/search-vendors.md

### `quickbooks-send-estimate` — Send Estimate (Write)

Sends an estimate by email. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/send-estimate.md

### `quickbooks-send-invoice` — Send Invoice (Write)

Sends an invoice by email. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/send-invoice.md

### `quickbooks-sparse-update-invoice` — Sparse Update Invoice (Write)

Sparse updating provides the ability to update a subset of properties for a given object; only elements specified in the request are updated. Missing elements are left untouched. The ID of the object to update is specified in the request body.​ See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/sparse-update-invoice.md

### `quickbooks-update-customer` — Update Customer (Write)

Updates a customer. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/update-customer.md

### `quickbooks-update-estimate` — Update Estimate (Write)

Updates an estimate. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/update-estimate.md

### `quickbooks-update-invoice` — Update Invoice (Write)

Updates an invoice. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/update-invoice.md

### `quickbooks-update-item` — Update Item (Write)

Updates an item. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/update-item.md

### `quickbooks-void-invoice` — Void Invoice (Write)

Voids an invoice. See the documentation

Full schema: https://pipedream.com/apps/quickbooks/actions/void-invoice.md

## Triggers (10)

### `quickbooks-new-customer-created` — New Customer Created (Polling)

Emit new event when a new customer is created.

Full schema: https://pipedream.com/apps/quickbooks/triggers/new-customer-created.md

### `quickbooks-new-customer-updated` — New Customer Updated (Polling)

Emit new event when a customer is updated.

Full schema: https://pipedream.com/apps/quickbooks/triggers/new-customer-updated.md

### `quickbooks-new-employee-created` — New Employee Created (Polling)

Emit new event when a new employee is created.

Full schema: https://pipedream.com/apps/quickbooks/triggers/new-employee-created.md

### `quickbooks-new-employee-updated` — New Employee Updated (Polling)

Emit new event when an employee is updated.

Full schema: https://pipedream.com/apps/quickbooks/triggers/new-employee-updated.md

### `quickbooks-new-invoice-created` — New Invoice Created (Polling)

Emit new event when a new invoice is created.

Full schema: https://pipedream.com/apps/quickbooks/triggers/new-invoice-created.md

### `quickbooks-new-invoice-updated` — New Invoice Updated (Polling)

Emit new event when an invoice is updated.

Full schema: https://pipedream.com/apps/quickbooks/triggers/new-invoice-updated.md

### `quickbooks-new-item-created` — New Item Created (Polling)

Emit new event when a new item is created.

Full schema: https://pipedream.com/apps/quickbooks/triggers/new-item-created.md

### `quickbooks-new-item-updated` — New Item Updated (Polling)

Emit new event when an item is updated.

Full schema: https://pipedream.com/apps/quickbooks/triggers/new-item-updated.md

### `quickbooks-new-purchase-created` — New Purchase Created (Polling)

Emit new event when a new purchase is created.

Full schema: https://pipedream.com/apps/quickbooks/triggers/new-purchase-created.md

### `quickbooks-new-purchase-updated` — New Purchase Updated (Polling)

Emit new event when a purchase is updated.

Full schema: https://pipedream.com/apps/quickbooks/triggers/new-purchase-updated.md

---

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- Pipedream docs for agents: https://pipedream.com/docs/llms.txt