QuickBooks Online

One chart-of-accounts entry with type and balance.

Chart of accounts with type, classification and current balance.

Outstanding customer balances by ageing bucket.

Assets, liabilities and equity at the end of a period.

Records that supplier bills were already paid by cheque or credit card, and applies the payment to them. QuickBooks sends no money for this record.

One bill payment with the bills it settles.

Payments recorded against vendor bills by cheque or credit card.

Creates a vendor bill with item or account expense lines.

One vendor bill with expense lines and open balance.

Vendor bills with expense lines and open balances.

Sparse update of a bill using its Id and current SyncToken.

Records of the chosen entity types created, updated or deleted since a time in the last 30 days.

One class.

Classes used to segment transactions.

Company name, legal name, country and fiscal year start for the connected company.

Records a credit owed to a customer, for example for returned goods or a pricing correction. QuickBooks can apply it to the customer's open invoices; no money is refunded by this record.

One credit memo with lines and remaining credit.

Customer credit memos with remaining credit.

Open balance per customer at a date.

Creates a customer, or a sub-customer (job) when a parent is given, for example a care client billed to a funder.

One customer or sub-customer with contact, address, balance and terms.

List operation for Customers.

Customers by ID, status, open balance or change time. Use updatedSince for incremental sync.

Sparse update of a customer using its Id and current SyncToken.

Upsert operation for Customers.

One location, called a department in the API.

Locations, called departments in the API.

Records funds already received into a bank account: undeposited customer payments and other income. No money is moved or collected.

One bank deposit with its lines.

Bank deposits recorded in QuickBooks, with the payments and other funds they include.

One employee, for example a carer whose time is billed.

Employees for time tracking and expense attribution.

Creates a customer estimate.

One estimate with lines, status and expiry.

Quotes and estimates with status, expiry and lines.

Estimates by ID, customer, document number, date range or change time.

Sparse update of an estimate using its Id and current SyncToken.

The rate QuickBooks uses for one currency on a date (today when no date is given).

Exchange rates QuickBooks holds for foreign currencies against the home currency, optionally for one date or currency.

Sets the rate QuickBooks uses to convert a foreign currency to the home currency on a date. Setting the same rate again changes nothing.

Creates a sales invoice for a customer.

One invoice with lines, balance, SyncToken and linked transactions.

Sales invoices with lines, balances, linked payments and custom fields.

Invoices by ID, customer, document number, transaction or due date range, location, class, open balance or change time.

Sparse update of an invoice using its Id and current SyncToken.

Creates a service, non-inventory or inventory item.

One product or service, for example a care visit rate.

Products and services with prices, accounts and quantity on hand.

Sparse update of an item using its Id and current SyncToken.

Posts a balanced journal entry; debits must equal credits.

Manual journal entries with debit and credit lines.

Payment methods such as cash, cheque, BACS or card.

Records a payment already received from a customer and applies it to invoices. No money is collected.

One received customer payment and the invoices it settles.

Received customer payments and the invoices they settle.

Income and expenses for a period, optionally by customer, location or class.

Creates a purchase order for a vendor.

Purchase orders with status and lines.

Sparse update of a purchase order using its Id and current SyncToken.

One refund receipt with its lines (read only).

Refunds given to customers at the time of return, with lines (read only).

Records a sale that was already paid. No card or bank payment is processed by this operation.

Sales paid at the time of sale.

One tax code with its sales and purchase rates.

Sales and purchase tax codes.

One tax rate.

Tax rates (for example UK VAT 20% or 5%) with agency and rate value.

One payment term.

Payment terms such as Net 30 or due on a day of the month.

Records time worked by an employee or vendor.

One time record with worker, customer, service item and billable status.

Time recorded by employees or vendors, with billable status.

Time records by ID, date range or change time.

Sparse update of a time record using its Id and current SyncToken, for example to correct visit hours.

One recorded transfer between accounts (read only).

Transfers recorded between two balance sheet accounts (read only).

Records a credit received from a supplier, for example for returned goods. It can then be applied to that supplier's bills in QuickBooks.

One supplier credit with its lines.

Credits received from suppliers, with expense lines and remaining balance.

Creates a supplier.

One supplier.

Suppliers with contact details, balances and 1099 status.

Sparse update of a vendor using its Id and current SyncToken.