Finds a client by an exact name or contact-email match. Backs the Find or Create Client action.

Create a new bill, optionally tied to a customer.

Create a new bill, optionally tied to a customer (with line item support).

Creates a new employee.

Adds a new customer.

Creates a new expense using check, cash, or credit card.

Creates a new journal entry.

Adds a new sales receipt (with line item support).

Creates a new purchase order.

Sends an estimate.

Send an existing sales receipt.

Updates an existing bill.

Updates an existing estimate.

Updates an existing product.

Updates an existing sales receipt.

Adds a new vendor.

Void an invoice.

Find an account by name.

Find a customer by name or email address.

Finds a class based on name or ID.

Finds an employee based on display name or ID.

Find products by names (with line item support)

Finds a sales receipt by ID, Customer Name or Sales Receipt Number.

Find a product by name or sku

Finds or creates a specific customer v2.

Finds or creates a specific sales receipt.

Finds or creates a specific vendor.

Finds a client by an exact name or contact-email match, creating one if none exists.

Triggers when an invoice becomes due within a specified number of days.

Attach a file or note to a QuickBooks record, or upload a standalone file without linking it to a record

Create a new bill, optionally tied to a customer (with line item support).

Creates a new deposit in QuickBooks.

Creates a new credit memo.

Create a new estimate (with line item support).

Creates a new product or service.

Adds a new invoice (with line item and bundle item support).

Creates a new payment, optionally linked to an invoice.

Creates a new refund receipt.