QuickBooks

Connect one QuickBooks Online company per credential. Create an app in the Intuit Developer Portal, register https://<your-sim-host>/api/auth/oauth2/callback/quickbooks as its redirect URI, then enter that app's client ID, client secret, and webhook verifier token in Sim and select its Sandbox or Production environment. Sim encrypts this app configuration on the credential and uses it for authorization, refresh, revocation, and webhook signature verification.

During OAuth, choose the company that the workflow should access. Intuit returns the realm ID in the callback, and Sim verifies that the issued token can read CompanyInfo through that company-scoped API path before binding it to the credential, so you do not enter a realm ID or API host. The CompanyInfo.Id field is a separate entity ID and is not used as the realm ID.

Master Data, Sales, and Purchasing transaction reads support List and By ID modes. List actions return at most one page. Use nextStartPosition in another workflow step when hasMore is true. Sim does not paginate, retry, or fetch related records automatically.

QuickBooks update actions require the record ID and its current SyncToken; provide only the fields you want to change. Sim uses Intuit's documented sparse-update mode where the entity supports it, and otherwise reads the current entity, merges the requested fields, and submits a full update. Use the latest SyncToken returned by a read or mutation. Voiding keeps the transaction in QuickBooks with a zeroed financial effect; it is not deletion and requires explicit confirmation. Create actions accept an optional requestId that QuickBooks uses for idempotency when the same request may be submitted again.

Sandbox credentials call only Intuit's sandbox API and are suitable for disposable test data. Production credentials call the production API and affect the selected live company.

QuickBooks triggers use Intuit's app-level webhook model. After adding a trigger and deploying the workflow once, copy the generated Webhook URL from the block into the matching Development or Production Webhooks settings for the same Intuit app. Enable the CloudEvents payload format and select every entity and operation needed by your deployed workflows. One Intuit endpoint can serve multiple connected companies; Sim verifies the raw-body intuit-signature with that app's encrypted verifier token and routes each event by both Intuit app and OAuth-derived realm ID.

Run Financial Report exposes verified financial statements, aging, balance, sales, and expense reports while preserving QuickBooks' native columns and nested rows. Advanced controls appear only where QuickBooks supports them. Use Read Master Data to discover customer, vendor, account, item, class, and department IDs for report filters. Intuit recommends report periods of six months or less for performance, though Sim does not forbid longer accounting periods.

Document actions can read attachment metadata, add one File or Note attachment, download an attachment file, and download supported transactions as PDFs. Downloaded files are stored as Sim files for downstream blocks. Attachment deletion, bulk upload/download, and bulk email remain outside this version of the block.

Usage Instructions

Connect one QuickBooks Online company to manage bounded master-data, sales, purchasing, receivables, payables, accounting, reports, transaction delivery, and document workflows.

Actions

QuickBooks Get Company Info

Get information about the connected QuickBooks Online company

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Output

QuickBooks Read Master Data

List or read one account, class, customer, department, employee, item, or vendor

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Output

QuickBooks Create Customer

Create a customer in the connected QuickBooks Online company

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Output

QuickBooks Update Customer

Sparse-update a customer in the connected QuickBooks Online company

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Output

QuickBooks Create Employee

Create a non-payroll employee profile in the connected QuickBooks Online company

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Output

QuickBooks Update Employee

Read, merge, and full-update a non-payroll employee profile

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Output

QuickBooks Create Vendor

Create a vendor in the connected QuickBooks Online company

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Output

QuickBooks Update Vendor

Read, merge, and full-update a vendor in QuickBooks Online

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Output

QuickBooks Create Item

Create a Service or Non-inventory item in QuickBooks Online

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Output

QuickBooks Update Item

Read, merge, and full-update an item without changing its type

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Output

QuickBooks Read Sales Transactions

List or read one estimate, invoice, sales receipt, payment, credit memo, or refund receipt

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Output

QuickBooks Create Estimate

Create an estimate with bounded item and description lines

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Output

QuickBooks Update Estimate

Sparse-update an estimate using its current sync token

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Output

QuickBooks Create Invoice

Create an invoice without emailing or collecting payment

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Output

QuickBooks Update Invoice

Sparse-update an invoice using its current sync token

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Output

QuickBooks Void Invoice

Void an invoice after explicit confirmation

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Output

QuickBooks Create Sales Receipt

Create a sales receipt for a completed customer sale

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Output

QuickBooks Update Sales Receipt

Sparse-update a sales receipt using its current sync token

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Output

QuickBooks Create Customer Payment

Record a customer payment with optional bounded invoice allocations

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Output

QuickBooks Update Customer Payment

Read, merge, and full-update a customer payment using its current sync token

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Output

QuickBooks Void Customer Payment

Void a customer payment after explicit confirmation

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Output

QuickBooks Create Credit Memo

Create a customer credit memo with bounded sales lines

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Output

QuickBooks Update Credit Memo

Read, merge, and full-update a credit memo using its current sync token

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Output

QuickBooks Create Refund Receipt

Create a customer refund receipt against a required deposit account

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Output

QuickBooks Update Refund Receipt

Read, merge, and full-update a refund receipt using its current sync token

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Output

QuickBooks Read Purchasing Transactions

List or read one purchase order, bill, bill payment, vendor credit, or purchase

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Output

QuickBooks Create Purchase Order

Create a purchase order with bounded expense lines

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Output

QuickBooks Update Purchase Order

Read, merge, and full-update purchase-order header fields

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Output

QuickBooks Create Bill

Create a vendor bill with optional Purchase Order line links without paying it

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Output

QuickBooks Update Bill

Read, merge, and full-update bill header fields using its current sync token

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Output

QuickBooks Create Bill Payment

Record a check or credit-card payment allocated to one or more bills

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Output

QuickBooks Update Bill Payment

Read, merge, and full-update a BillPayment without changing allocations

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Output

QuickBooks Create Vendor Credit

Create a vendor credit without applying it to a bill

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Output

QuickBooks Update Vendor Credit

Read, merge, and full-update vendor-credit header fields

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Output

QuickBooks Create Purchase

Record a cash, check, or credit-card purchase with bounded expense lines

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Output

QuickBooks Update Purchase

Read, merge, and full-update purchase header fields without changing lines

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Output

QuickBooks Read Accounting Transactions

List or read one journal entry, deposit, or transfer

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Output

QuickBooks Create Journal Entry

Post a balanced journal entry after explicit confirmation

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Output

QuickBooks Update Journal Entry

Sparse-update journal-entry header fields after explicit confirmation

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Output

QuickBooks Create Deposit

Create a deposit with bounded account lines

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Output

QuickBooks Update Deposit

Sparse-update deposit header fields using the current sync token and destination account

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Output

QuickBooks Run Financial Report

Run a fixed QuickBooks financial report with verified accountant-focused filters

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Output

QuickBooks Email Transaction

Send a supported QuickBooks transaction by email. This causes an external email and Intuit limits sandbox email delivery.

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Output

QuickBooks Download Transaction PDF

Download a supported QuickBooks transaction as a bounded PDF file

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Output

QuickBooks Read Attachments

List attachment metadata for a fixed QuickBooks entity or read one attachment by ID

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Output

QuickBooks Add Attachment

Attach one supported file or one note to a fixed QuickBooks entity

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Output

QuickBooks Download Attachment

Download a QuickBooks file attachment as a stored Sim file

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Output

Triggers

A Trigger is a block that starts a workflow when an event happens in this service.

QuickBooks Account Events

Trigger when selected Account events occur in QuickBooks

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Output

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QuickBooks Bill Events

Trigger when selected Bill events occur in QuickBooks

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Output

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QuickBooks Bill Payment Events

Trigger when selected Bill Payment events occur in QuickBooks

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Output

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QuickBooks Budget Events

Trigger when selected Budget events occur in QuickBooks

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QuickBooks Class Events

Trigger when selected Class events occur in QuickBooks

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QuickBooks Credit Memo Events

Trigger when selected Credit Memo events occur in QuickBooks

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Output

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QuickBooks Currency Events

Trigger when selected Currency events occur in QuickBooks

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QuickBooks Customer Events

Trigger when selected Customer events occur in QuickBooks

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Output

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QuickBooks Department Events

Trigger when selected Department events occur in QuickBooks

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Output

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QuickBooks Deposit Events

Trigger when selected Deposit events occur in QuickBooks

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QuickBooks Employee Events

Trigger when selected Employee events occur in QuickBooks

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Output

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QuickBooks Estimate Events

Trigger when selected Estimate events occur in QuickBooks

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Output

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QuickBooks Invoice Events

Trigger when selected Invoice events occur in QuickBooks

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Output

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QuickBooks Item Events

Trigger when selected Item events occur in QuickBooks

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Output

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QuickBooks Journal Code Events

Trigger when selected Journal Code events occur in QuickBooks

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QuickBooks Journal Entry Events

Trigger when selected Journal Entry events occur in QuickBooks

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QuickBooks Payment Events

Trigger when selected Payment events occur in QuickBooks

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Output

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QuickBooks Payment Method Events

Trigger when selected Payment Method events occur in QuickBooks

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QuickBooks Preferences Updated

Trigger when QuickBooks Preferences are updated

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QuickBooks Purchase Events

Trigger when selected Purchase events occur in QuickBooks

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Output

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QuickBooks Purchase Order Events

Trigger when selected Purchase Order events occur in QuickBooks

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Output

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QuickBooks Refund Receipt Events

Trigger when selected Refund Receipt events occur in QuickBooks

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Output

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QuickBooks Sales Receipt Events

Trigger when selected Sales Receipt events occur in QuickBooks

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Output

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QuickBooks Tax Agency Events

Trigger when selected Tax Agency events occur in QuickBooks

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QuickBooks Term Events

Trigger when selected Term events occur in QuickBooks

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QuickBooks Time Activity Events

Trigger when selected Time Activity events occur in QuickBooks

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QuickBooks Transfer Events

Trigger when selected Transfer events occur in QuickBooks

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QuickBooks Vendor Credit Events

Trigger when selected Vendor Credit events occur in QuickBooks

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Output

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QuickBooks Vendor Events

Trigger when selected Vendor events occur in QuickBooks

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Output