QuickBooks Online

Manage QuickBooks Online financial data with PDF download support

Overview

The QuickBooks Online tool provides CRUD operations against the QuickBooks Online Accounting API v3. Supports 10 resources: (1) Bill — create, delete, get, getAll, update. (2) Customer — create, get, getAll, update. (3) Employee — create, get, getAll, update. (4) Estimate — create, delete, get (with optional PDF download), getAll, send, update. (5) Invoice — create, delete, get (with optional PDF download), getAll, send, update, void. (6) Item — get, getAll (read-only). (7) Payment — create, delete, get (with optional PDF download), getAll, send, update, void. (8) Purchase — get, getAll (read-only). (9) Transaction — getReport (with filters and simplification). (10) Vendor — create, get, getAll, update. Binary operations: Invoice, Estimate, and Payment support PDF download via the /pdf endpoint, storing the PDF in the binary store. Uses OAuth2 Bearer token authentication with automatic token refresh.

Category: Finance
Tool Name: quickbooks
Version: 1

Appearance: Icon: lucide-Receipt | Color: #2CA01C

Node Type

Action (Binary) — handles file/binary data operations

This node is not listed in the node panel — a workflow that already contains it still runs.

Input / Output

Direction	Port(s)
Input	Input
Output	Output, Error

Credentials

This tool requires QuickBooks OAuth2 credentials. See the Credentials Guide for setup instructions.

Resources

Resource	Value
Bill	bill
Customer	customer
Employee	employee
Estimate	estimate
Invoice	invoice
Item	item
Payment	payment
Purchase	purchase
Transaction	transaction
Vendor	vendor

Operations

Each resource has its own Operation list, and most resources reuse the same operation values (create, get, getAll, update). Pick the resource first, then the operation.

Resource	Operation	Value	Description
Bill	Create	create	Create a bill
Bill	Delete	delete	Delete a bill
Bill	Get	get	Get a bill
Bill	Get Many	getAll	Get many bills
Bill	Update	update	Update a bill
Customer	Create	create	Create a customer
Customer	Get	get	Get a customer
Customer	Get Many	getAll	Get many customers
Customer	Update	update	Update a customer
Employee	Create	create	Create an employee
Employee	Get	get	Get an employee
Employee	Get Many	getAll	Get many employees
Employee	Update	update	Update an employee
Estimate	Create	create	Create an estimate
Estimate	Delete	delete	Delete an estimate
Estimate	Get	get	Get an estimate
Estimate	Get Many	getAll	Get many estimates
Estimate	Send	send	Send an estimate
Estimate	Update	update	Update an estimate
Invoice	Create	create	Create an invoice
Invoice	Delete	delete	Delete an invoice
Invoice	Get	get	Get an invoice
Invoice	Get Many	getAll	Get many invoices
Invoice	Send	send	Send an invoice
Invoice	Update	update	Update an invoice
Invoice	Void	void	Void an invoice
Item	Get	get	Get an item
Item	Get Many	getAll	Get many items
Payment	Create	create	Create a payment
Payment	Delete	delete	Delete a payment
Payment	Get	get	Get a payment
Payment	Get Many	getAll	Get many payments
Payment	Send	send	Send a payment
Payment	Update	update	Update a payment
Payment	Void	void	Void a payment
Purchase	Get	get	Get a purchase
Purchase	Get Many	getAll	Get many purchases
Transaction	Get Report	getReport	Get a transaction report
Vendor	Create	create	Create a vendor
Vendor	Get	get	Get a vendor
Vendor	Get Many	getAll	Get many vendors
Vendor	Update	update	Update a vendor

Parameters

All fields accept expressions, so IDs and amounts can come from the incoming item ({{ $json.invoiceId }}).

Watch the two “Customer ID” and two “Vendor ID” fields: on a create they name the entity being referenced (CustomerRef, VendorRef), while on a get or update they name the entity being addressed (customerId, vendorId). Both pairs are shown with their internal names below because a JSON configuration must use the right one.

Every update operation requires at least one field inside Update Fields; an empty collection fails the item with a message rather than sending an empty request.

Bill: Create

Parameter	Type	Required	Default	Description
Vendor ID (VendorRef)	string	Yes	—	The ID of the vendor who the bill is for. Obtain from vendor:getAll.
Line Items (Line)	json	No	[]	JSON array of line items. Each line: { “DetailType”: “AccountBasedExpenseLineDetail”|“ItemBasedExpenseLineDetail”, “Amount”: 100, “Description”: “desc”, “accountId”: “1” (for account) or “itemId”: “1” (for item) }.
Additional Fields	collection	No	{}	Optional bill properties.
— AP Account Ref (ID)	string	No	—	ID of the accounts payable account.
— Department Ref (ID)	string	No	—	ID of the department.
— Due Date	string	No	—	Due date (YYYY-MM-DD).
— Sales Term Ref (ID)	string	No	—	ID of the sales term.
— Global Tax Calculation	options	No	TaxExcluded	How tax is applied to the bill total.
				Options: TaxExcluded, TaxInclusive, NotApplicable

Bill: Get

Parameter	Type	Required	Default	Description
Bill ID	string	Yes	—	The ID of the bill to retrieve.

Bill: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)
Filters	collection	No	{}	Narrow the result set.
— Query	string	No	—	Additional WHERE clause for the query. See QuickBooks data queries documentation.

Bill: Update

Parameter	Type	Required	Default	Description
Bill ID	string	Yes	—	The ID of the bill to update.
Update Fields	collection	Yes	{}	Bill properties to change. Add at least one.
— AP Account Ref (ID)	string	No	—	ID of the accounts payable account.
— Department Ref (ID)	string	No	—	ID of the department.
— Due Date	string	No	—	Due date (YYYY-MM-DD).
— Sales Term Ref (ID)	string	No	—	ID of the sales term.

Bill: Delete

Parameter	Type	Required	Default	Description
Bill ID	string	Yes	—	The ID of the bill to delete.

Customer: Create

Parameter	Type	Required	Default	Description
Display Name (displayName)	string	Yes	—	The display name of the customer.
Additional Fields	collection	No	{}	Optional customer properties.
— Company Name	string	No	—	The customer’s company name.
— Family Name	string	No	—	The customer’s family name.
— Given Name	string	No	—	The customer’s given name.
— Middle Name	string	No	—	The customer’s middle name.
— Primary Email	string	No	—	Email address.
— Primary Phone	string	No	—	Phone number.
— Billing Address (JSON)	json	No	{}	JSON object: { “Line1”: ”…”, “City”: ”…”, “CountrySubDivisionCode”: ”…”, “PostalCode”: ”…” }.

Customer: Get

Parameter	Type	Required	Default	Description
Customer ID (customerId)	string	Yes	—	The ID of the customer to retrieve.

Customer: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)
Filters	collection	No	{}	Narrow the result set.
— Query	string	No	—	Additional WHERE clause for the query. See QuickBooks data queries documentation.

Customer: Update

Parameter	Type	Required	Default	Description
Customer ID (customerId)	string	Yes	—	The ID of the customer to update.
Update Fields	collection	Yes	{}	Customer properties to change. Add at least one.
— Company Name	string	No	—	The customer’s company name.
— Display Name (DisplayName)	string	No	—	The display name of the customer.
— Family Name	string	No	—	The customer’s family name.
— Given Name	string	No	—	The customer’s given name.
— Middle Name	string	No	—	The customer’s middle name.
— Primary Email	string	No	—	Email address.
— Primary Phone	string	No	—	Phone number.
— Billing Address (JSON)	json	No	{}	Billing address as a JSON object.

Employee: Create

Parameter	Type	Required	Default	Description
Family Name	string	Yes	—	The employee’s family name.
Given Name	string	Yes	—	The employee’s given name.
Additional Fields	collection	No	{}	Optional employee properties.
— Primary Email	string	No	—	Email address.
— Primary Phone	string	No	—	Phone number.
— SSN	string	No	—	The employee’s social security number.
— Birth Date	string	No	—	YYYY-MM-DD
— Billing Address (JSON)	json	No	{}	Address as a JSON object.

Employee: Get

Parameter	Type	Required	Default	Description
Employee ID	string	Yes	—	The ID of the employee to retrieve.

Employee: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)
Filters	collection	No	{}	Narrow the result set.
— Query	string	No	—	Additional WHERE clause for the query. See QuickBooks data queries documentation.

Employee: Update

Parameter	Type	Required	Default	Description
Employee ID	string	Yes	—	The ID of the employee to update.
Update Fields	collection	Yes	{}	Employee properties to change. Add at least one.
— Family Name	string	No	—	The employee’s family name.
— Given Name	string	No	—	The employee’s given name.
— Primary Email	string	No	—	Email address.
— Primary Phone	string	No	—	Phone number.
— Billing Address (JSON)	json	No	{}	Address as a JSON object.

Estimate: Create

Parameter	Type	Required	Default	Description
Customer ID (CustomerRef)	string	Yes	—	The ID of the customer the estimate is for.
Line Items (Line)	json	No	[]	JSON array of line items. Each line: { “DetailType”: “SalesItemLineDetail”, “Amount”: 100, “Description”: “desc”, “itemId”: “1”, “TaxCodeRef”: “TAX” }.
Additional Fields	collection	No	{}	Optional estimate properties.
— Bill Email	string	No	—	Email address the estimate is billed to.
— Customer Memo	string	No	—	Memo shown to the customer.
— Expiration Date	string	No	—	YYYY-MM-DD
— Total Tax	number	No	0	Total tax on the estimate.
— Billing Address (JSON)	json	No	{}	Billing address as a JSON object.
— Shipping Address (JSON)	json	No	{}	Shipping address as a JSON object.

Estimate: Get

Parameter	Type	Required	Default	Description
Estimate ID	string	Yes	—	The ID of the estimate to retrieve.
Download	boolean	Yes	false	Whether to download the estimate as a PDF file.
Binary Property	string	Yes	data	Name of the output binary property to put the PDF file in. Names are case-sensitive — see the upstream node’s Binary Data panel for the exact names to use. (shown when Download is true)
File Name	string	Yes	—	Name of the downloaded PDF file. (shown when Download is true)

Estimate: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)
Filters	collection	No	{}	Narrow the result set.
— Query	string	No	—	Additional WHERE clause for the query. See QuickBooks data queries documentation.

Estimate: Send

Parameter	Type	Required	Default	Description
Estimate ID	string	Yes	—	The ID of the estimate to send.
Email	string	Yes	—	Email address of the recipient.

Estimate: Update

Parameter	Type	Required	Default	Description
Estimate ID	string	Yes	—	The ID of the estimate to update.
Update Fields	collection	Yes	{}	Estimate properties to change. Add at least one.
— Bill Email	string	No	—	Email address the estimate is billed to.
— Customer Memo	string	No	—	Memo shown to the customer.
— Expiration Date	string	No	—	YYYY-MM-DD
— Billing Address (JSON)	json	No	{}	Billing address as a JSON object.
— Shipping Address (JSON)	json	No	{}	Shipping address as a JSON object.

Estimate: Delete

Parameter	Type	Required	Default	Description
Estimate ID	string	Yes	—	The ID of the estimate to delete.

Invoice: Create

Parameter	Type	Required	Default	Description
Customer ID (CustomerRef)	string	Yes	—	The ID of the customer the invoice is for.
Line Items (Line)	json	No	[]	JSON array of line items. Each line: { “DetailType”: “SalesItemLineDetail”, “Amount”: 100, “Description”: “desc”, “itemId”: “1”, “TaxCodeRef”: “TAX”, “Qty”: 2 }.
Additional Fields	collection	No	{}	Optional invoice properties.
— Bill Email	string	No	—	Email address the invoice is billed to.
— Customer Memo	string	No	—	Memo shown to the customer.
— Due Date	string	No	—	YYYY-MM-DD
— Total Tax	number	No	0	Total tax on the invoice.
— Billing Address (JSON)	json	No	{}	Billing address as a JSON object.
— Shipping Address (JSON)	json	No	{}	Shipping address as a JSON object.

Invoice: Get

Parameter	Type	Required	Default	Description
Invoice ID	string	Yes	—	The ID of the invoice to retrieve.
Download	boolean	Yes	false	Whether to download the invoice as a PDF file.
Binary Property	string	Yes	data	Name of the output binary property to put the PDF file in. Names are case-sensitive — see the upstream node’s Binary Data panel for the exact names to use. (shown when Download is true)
File Name	string	Yes	—	Name of the downloaded PDF file. (shown when Download is true)

Invoice: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)
Filters	collection	No	{}	Narrow the result set.
— Query	string	No	—	Additional WHERE clause for the query. See QuickBooks data queries documentation.

Invoice: Send

Parameter	Type	Required	Default	Description
Invoice ID	string	Yes	—	The ID of the invoice to send.
Email	string	Yes	—	Email address of the recipient.

Invoice: Update

Parameter	Type	Required	Default	Description
Invoice ID	string	Yes	—	The ID of the invoice to update.
Update Fields	collection	Yes	{}	Invoice properties to change. Add at least one.
— Bill Email	string	No	—	Email address the invoice is billed to.
— Customer Memo	string	No	—	Memo shown to the customer.
— Due Date	string	No	—	YYYY-MM-DD
— Billing Address (JSON)	json	No	{}	Billing address as a JSON object.
— Shipping Address (JSON)	json	No	{}	Shipping address as a JSON object.

Invoice: Void

Parameter	Type	Required	Default	Description
Invoice ID	string	Yes	—	The ID of the invoice to void.

Invoice: Delete

Parameter	Type	Required	Default	Description
Invoice ID	string	Yes	—	The ID of the invoice to delete.

Item: Get

Parameter	Type	Required	Default	Description
Item ID	string	Yes	—	The ID of the item to retrieve.

Item: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)
Filters	collection	No	{}	Narrow the result set.
— Query	string	No	—	Additional WHERE clause for the query. See QuickBooks data queries documentation.

Payment: Create

Parameter	Type	Required	Default	Description
Customer ID (CustomerRef)	string	Yes	—	The ID of the customer the payment is from.
Total Amount	number	No	0	Total amount of the payment.
Additional Fields	collection	No	{}	Optional payment properties.
— Payment Method Ref (ID)	string	No	—	ID of the payment method.
— Deposit To Account Ref (ID)	string	No	—	ID of the account the payment is deposited to.

Payment: Get

Parameter	Type	Required	Default	Description
Payment ID	string	Yes	—	The ID of the payment to retrieve.
Download	boolean	Yes	false	Whether to download the payment receipt as a PDF file.
Binary Property	string	Yes	data	Name of the output binary property to put the PDF file in. Names are case-sensitive — see the upstream node’s Binary Data panel for the exact names to use. (shown when Download is true)
File Name	string	Yes	—	Name of the downloaded PDF file. (shown when Download is true)

Payment: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)
Filters	collection	No	{}	Narrow the result set.
— Query	string	No	—	Additional WHERE clause for the query. See QuickBooks data queries documentation.

Payment: Send

Parameter	Type	Required	Default	Description
Payment ID	string	Yes	—	The ID of the payment to send.
Email	string	Yes	—	Email address of the recipient.

Payment: Update

Parameter	Type	Required	Default	Description
Payment ID	string	Yes	—	The ID of the payment to update.
Update Fields	collection	Yes	{}	Payment properties to change. Add at least one.
— Payment Method Ref (ID)	string	No	—	ID of the payment method.
— Deposit To Account Ref (ID)	string	No	—	ID of the account the payment is deposited to.

Payment: Void

Parameter	Type	Required	Default	Description
Payment ID	string	Yes	—	The ID of the payment to void.

Payment: Delete

Parameter	Type	Required	Default	Description
Payment ID	string	Yes	—	The ID of the payment to delete.

Purchase: Get

Parameter	Type	Required	Default	Description
Purchase ID	string	Yes	—	The ID of the purchase to retrieve.

Purchase: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)
Filters	collection	No	{}	Narrow the result set.
— Query	string	No	—	Additional WHERE clause for the query. See QuickBooks data queries documentation.

Transaction: Get Report

Parameter	Type	Required	Default	Description
Simplify (simple)	boolean	No	true	Whether to return a simplified version of the report (flat objects) instead of the raw response.
Filters	collection	No	{}	Report scope, grouping and sorting.
— Accounts Payable Paid (appaid)	options	No	All	Restrict to paid or unpaid accounts payable.
				Options: All, Paid, Unpaid
— Accounts Receivable Paid (arpaid)	options	No	All	Restrict to paid or unpaid accounts receivable.
				Options: All, Paid, Unpaid
— Cleared Status (cleared)	options	No	Reconciled	Restrict to transactions in this cleared state.
				Options: Cleared, Uncleared, Reconciled, Deposited
— Columns	string	No	—	Comma-separated list of columns to return.
— Customer IDs (customer)	string	No	—	Comma-separated customer IDs to filter by.
— Date Range (Predefined) (date_macro)	options	No	This Month	A named date range, used instead of Start Date and End Date.
				Options: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date
— Start Date (start_date)	string	No	—	Start date for custom range (YYYY-MM-DD).
— End Date (end_date)	string	No	—	End date for custom range (YYYY-MM-DD).
— Document Number (docnum)	string	No	—	Restrict to one document number.
— Group By (group_by)	options	No	Account	How report rows are grouped.
				Options: Account, Customer, Day, Department, Employee, Location, Month, Name, None, Payment Method, Product/Service, Quarter, Transaction Type, Vendor, Week, Year
— Memo IDs (memo)	string	No	—	Comma-separated memo IDs.
— Payment Method (payment_Method)	string	No	—	Restrict to one payment method.
— Printed Status (printed)	options	No	Printed	Restrict to printed or to-be-printed transactions.
				Options: Printed, To_be_printed
— Sort By (sort_by)	string	No	—	Column to sort results by.
— Sort Order (sort_order)	options	No	Ascend	Sort direction.
				Options: Ascend, Descend
— Transaction Amount (bothamount)	number	No	0	Restrict to transactions of this amount.
— Transaction Type (transaction_type)	string	No	—	Transaction type filter (e.g. CreditCardCharge, Invoice, Bill).
— Vendor IDs (vendor)	string	No	—	Comma-separated vendor IDs.

Vendor: Create

Parameter	Type	Required	Default	Description
Display Name (displayName)	string	Yes	—	The display name of the vendor.
Additional Fields	collection	No	{}	Optional vendor properties.
— Company Name	string	No	—	The vendor’s company name.
— Family Name	string	No	—	The vendor’s family name.
— Given Name	string	No	—	The vendor’s given name.
— Primary Email	string	No	—	Email address.
— Primary Phone	string	No	—	Phone number.
— Billing Address (JSON)	json	No	{}	Address as a JSON object.

Vendor: Get

Parameter	Type	Required	Default	Description
Vendor ID (vendorId)	string	Yes	—	The ID of the vendor to retrieve.

Vendor: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)
Filters	collection	No	{}	Narrow the result set.
— Query	string	No	—	Additional WHERE clause for the query. See QuickBooks data queries documentation.

Vendor: Update

Parameter	Type	Required	Default	Description
Vendor ID (vendorId)	string	Yes	—	The ID of the vendor to update.
Update Fields	collection	Yes	{}	Vendor properties to change. Add at least one.
— Company Name	string	No	—	The vendor’s company name.
— Display Name (DisplayName)	string	No	—	The display name of the vendor.
— Family Name	string	No	—	The vendor’s family name.
— Given Name	string	No	—	The vendor’s given name.
— Primary Email	string	No	—	Email address.
— Primary Phone	string	No	—	Phone number.
— Billing Address (JSON)	json	No	{}	Address as a JSON object.

All Operations

Parameter	Type	Required	Default	Description
QuickBooks Account	credential	No	—	Connect your QuickBooks account via OAuth2.
Max Concurrency	number	No	10	Maximum number of items to process concurrently.

Output Data

Unlike most connectors, this node replaces the output item’s JSON with the QuickBooks record — fields from the input item are not carried through. Read the input’s own values upstream, or re-attach them with a Merge or Edit Fields node afterwards. Binary data on the input item is forwarded.

Operations	Output
Every Get Many, and Transaction Get Report	One output item per record, each item’s JSON replaced by that record. A result with no records produces a single item carrying the input JSON plus an empty results array.
Create, Get, Update, Send, Void and Delete on every resource	One output item carrying the QuickBooks entity, already unwrapped from its API envelope so its fields sit at the top level rather than under Invoice or Customer.
Invoice / Estimate / Payment Get with Download on	One output item carrying the download summary below, with the PDF attached as binary under the Binary Property name. Any binary already on the input item is kept alongside it.

An invoice arrives like this:

{
  "Id": "130",
  "SyncToken": "0",
  "DocNumber": "1070",
  "TxnDate": "2026-01-15",
  "CustomerRef": { "value": "24", "name": "Acme Corp" },
  "Line": [
    {
      "Id": "1",
      "LineNum": 1,
      "Amount": 150.00,
      "DetailType": "SalesItemLineDetail",
      "SalesItemLineDetail": { "ItemRef": { "value": "1", "name": "Services" } }
    }
  ],
  "TotalAmt": 150.00,
  "Balance": 150.00,
  "DueDate": "2026-02-14",
  "MetaData": { "CreateTime": "2026-01-15T09:12:04-08:00" }
}

A PDF download produces this JSON instead of the entity:

{
  "invoiceId": "130",
  "downloaded": true,
  "fileSize": 43219,
  "fileName": "invoice.pdf"
}

The key is named after the resource — invoiceId, estimateId or paymentId. The attached file carries the application/pdf MIME type, so a downstream email or upload node can send it as-is. Leave File Name blank and the node names the file after the record, for example invoice_130.pdf.

Delete and Void return the updated entity, not a bare confirmation. Both come back as the record in its final state, so check the entity’s own fields rather than looking for a success flag.

Transaction: Get Report with Simplify on returns one flat object per report row, keyed by the report’s own column types. Turn Simplify off to get the raw report — a single item holding Columns and the nested Rows structure — when you need subtotals or group headers.

Usage Examples

• Create a new invoice in QuickBooks
• Download an invoice as PDF
• Get all customers from QuickBooks
• Update a vendor record
• Void a payment
• Send an estimate to a customer by email
• Get a transaction report for this month

Example Configuration

Create an invoice with a single service line:

{
  "type": "quickbooks",
  "parameters": {
    "resource": "invoice",
    "operation": "create",
    "CustomerRef": "{{ $json.customerId }}",
    "Line": "[{\"DetailType\":\"SalesItemLineDetail\",\"Amount\":150,\"Description\":\"Consulting\",\"itemId\":\"1\",\"TaxCodeRef\":\"TAX\",\"Qty\":2}]",
    "additionalFields": {
      "BillEmail": "{{ $json.email }}",
      "CustomerMemo": "Thank you for your business",
      "DueDate": "2026-02-14"
    }
  }
}

Download that invoice as a PDF for a downstream email node:

{
  "type": "quickbooks",
  "parameters": {
    "resource": "invoice",
    "operation": "get",
    "invoiceId": "{{ $json.Id }}",
    "download": true,
    "binaryPropertyName": "invoicePdf",
    "fileName": "invoice-{{ $json.DocNumber }}.pdf"
  }
}

Email the invoice from QuickBooks itself instead:

{
  "type": "quickbooks",
  "parameters": {
    "resource": "invoice",
    "operation": "send",
    "invoiceId": "130",
    "email": "billing@example.com"
  }
}

Void an invoice without deleting it:

{
  "type": "quickbooks",
  "parameters": {
    "resource": "invoice",
    "operation": "void",
    "invoiceId": "130"
  }
}

List customers changed since a date, one item each:

{
  "type": "quickbooks",
  "parameters": {
    "resource": "customer",
    "operation": "getAll",
    "returnAll": false,
    "limit": 100,
    "filters": {
      "query": "WHERE Metadata.LastUpdatedTime > '2026-01-01'"
    }
  }
}

Create a customer:

{
  "type": "quickbooks",
  "parameters": {
    "resource": "customer",
    "operation": "create",
    "displayName": "Acme Corp",
    "additionalFields": {
      "CompanyName": "Acme Corporation",
      "PrimaryEmailAddr": "ap@acme.example",
      "PrimaryPhone": "+14155551234",
      "BillAddr": "{\"Line1\":\"123 Main St\",\"City\":\"San Francisco\",\"CountrySubDivisionCode\":\"CA\",\"PostalCode\":\"94105\"}"
    }
  }
}

Update a vendor’s contact details:

{
  "type": "quickbooks",
  "parameters": {
    "resource": "vendor",
    "operation": "update",
    "vendorId": "56",
    "updateFields": {
      "PrimaryEmailAddr": "accounts@supplier.example",
      "PrimaryPhone": "+14155559876"
    }
  }
}

Record a bill against a vendor:

{
  "type": "quickbooks",
  "parameters": {
    "resource": "bill",
    "operation": "create",
    "VendorRef": "56",
    "Line": "[{\"DetailType\":\"AccountBasedExpenseLineDetail\",\"Amount\":420,\"Description\":\"Office supplies\",\"accountId\":\"7\"}]",
    "additionalFields": {
      "DueDate": "2026-02-28",
      "GlobalTaxCalculation": "TaxExcluded"
    }
  }
}

Record a customer payment:

{
  "type": "quickbooks",
  "parameters": {
    "resource": "payment",
    "operation": "create",
    "CustomerRef": "24",
    "TotalAmt": 150,
    "additionalFields": {
      "PaymentMethodRef": "3",
      "DepositToAccountRef": "35"
    }
  }
}

Send an estimate for approval:

{
  "type": "quickbooks",
  "parameters": {
    "resource": "estimate",
    "operation": "send",
    "estimateId": "97",
    "email": "buyer@example.com"
  }
}

Pull a grouped transaction report for the month, one item per row:

{
  "type": "quickbooks",
  "parameters": {
    "resource": "transaction",
    "operation": "getReport",
    "simple": true,
    "filters": {
      "date_macro": "This Month",
      "group_by": "Customer",
      "sort_order": "Descend",
      "arpaid": "Unpaid"
    }
  }
}

Report on a custom date range instead:

{
  "type": "quickbooks",
  "parameters": {
    "resource": "transaction",
    "operation": "getReport",
    "simple": true,
    "filters": {
      "start_date": "2026-01-01",
      "end_date": "2026-03-31",
      "group_by": "Month",
      "columns": "tx_date,txn_type,name,subt_nat_amount"
    }
  }
}

Error Handling

Mode	Behavior
stop	Halts workflow on first error
continue	Skips failed items, passes successful ones through
errorPort	Routes failed items to Error output port

Tips

Manage QuickBooks Online financial data — CRUD for bills, customers, invoices, estimates, payments, vendors, with PDF download support.