QuickBooks

The QuickBooks plugin brings essential accounting capabilities directly into your ToolJet applications. It lets you create and update customers, generate invoices, record payments, manage vendors, and access financial reports and other QuickBooks data from one connected interface.

NOTE

Before following this guide, it is assumed that you have already completed the process of Using Marketplace plugins.

Connection

To connect to QuickBooks, the following credentials are required:

• Client ID: Enter your Client ID. This identifies your ToolJet application to QuickBooks.
• Client Secret: Enter your Client Secret. This secret will be stored in the encrypted form.
• Scope(s): Scope defines the permissions your ToolJet app will have in QuickBooks. You can modify the scopes based on your use case.
  note

  Ensure the scopes entered in the ToolJet data source configuration exactly match the scopes configured in your QuickBooks application settings. Any mismatch between the configured scopes and the requested scopes may cause the OAuth authentication flow to fail or restrict access to certain QuickBooks resources.

• Redirect URI: ToolJet automatically generates a Redirect URI. This redirect URI is required for completing the OAuth authentication flow.
• Username: QuickBooks account username used for authentication, if required by the configured flow or environment.
• Password: Password associated with the QuickBooks account used during authentication.
• Company ID: Unique identifier of the QuickBooks company account whose resources and financial data will be accessed.

info

For detailed steps to generate the Client ID and Client Secret, refer to the QuickBooks documentation.

Supported Operations

ToolJet supports multiple QuickBooks operations through REST API calls, enabling you to manage customers, invoices, payments, vendors, accounts, reports, and other QuickBooks resources directly within your application.

COMPANY

All QuickBooks API endpoints require a Company ID, which uniquely identifies the QuickBooks company account associated with the request. Queries are executed against the specified company's data.

Method	API Endpoint	Description
POST	/v3/company/{companyid}/account	Update an account
GET	/v3/company/{companyid}/account/{id}	Account Read by Id
POST	/v3/company/{companyid}/query	Vendor Credit - Read All
POST	/v3/company/{companyid}/attachable	Attachable Delete
GET	/v3/company/{companyid}/attachable/{id}	Attachable Read by Id
POST	/v3/company/{companyid}/upload	Upload Attachments
POST	/v3/company/{companyid}/batch	Batch
POST	/v3/company/{companyid}/bill	Bill Delete
GET	/v3/company/{companyid}/bill/{id}	Bill- Get by Id
POST	/v3/company/{companyid}/billpayment	Bill Payment Update
GET	/v3/company/{companyid}/billpayment/{id}	Bill Payment Read by Id
GET	/v3/company/{companyid}/cdc	CDC Read
POST	/v3/company/{companyid}/class	Class Delete
GET	/v3/company/{companyid}/class/{id}	Class Read by Id
GET	/v3/company/{companyid}/companyinfo/{companyid}	Company Info Read by Id
POST	/v3/company/{companyid}/creditmemo	Credit Memo Delete
GET	/v3/company/{companyid}/creditmemo/{id}	Credit Memo Read by Id
POST	/v3/company/{companyid}/customer	Customer Delete
GET	/v3/company/{companyid}/customer/{id}	Customer Read by Id
POST	/v3/company/{companyid}/department	Department Delete
GET	/v3/company/{companyid}/department/{id}	Department Read by Id
POST	/v3/company/{companyid}/deposit	Deposit Delete
GET	/v3/company/{companyid}/deposit/{id}	Deposit Read by Id
POST	/v3/company/{companyid}/employee	Employee Delete
GET	/v3/company/{companyid}/employee/{id}	Employee Read by Id
POST	/v3/company/{companyid}/estimate	Estimate Delete
GET	/v3/company/{companyid}/estimate/{id}	Estimate Read by Id
GET	/v3/company/{companyid}/exchangerate	Exchange Rate - Get Details
POST	v3/company/{companyid}/inventoryadjustment	Create Inventory Adjustment Copy
POST	/v3/company/{companyid}/invoice	Invoice Delete
GET	/v3/company/{companyid}/invoice/{id}	Invoice Read by Id
POST	/v3/company/{companyid}/item	Item Delete
GET	/v3/company/{companyid}/item/<id>	Item Read by Id
POST	/v3/company/{companyid}/journalentry	Journal Entry Delete
GET	/v3/company/{companyid}/journalentry/{id}	Journal Entry Read by Id
POST	/v3/company/{companyid}/payment	Payment Delete
GET	/v3/company/{companyid}/payment/{id}	Payment Read by Id
POST	/v3/company/{companyid}/paymentmethod	Payment Method Delete
GET	/v3/company/{companyid}/paymentmethod/{id}	Payment Method Read by Id
GET	/v3/company/{companyid}/preferences	Preferences Read
POST	/v3/company/{companyid}/preferences	Preferences Update
POST	/v3/company/{companyid}/purchase	Purchase Delete
GET	/v3/company/{companyid}/purchase/{id}	Purchase Read by Id
POST	/v3/company/{companyid}/purchaseorder	Purchase Order Delete
GET	/v3/company/{companyid}/purchaseorder/{id}	Purchase Order Read by Id
POST	/v3/company/{companyid}/refundreceipt	Refund Receipt Delete
GET	/v3/company/{companyid}/refundreceipt/{id}	Refund Recipt- Read by Id
GET	/v3/company/{companyid}/reports/AccountList	Report Account List
GET	/v3/company/{companyid}/reports/AgedPayablesDetail	Report Aged Payables Detail
GET	/v3/company/{companyid}/reports/AgedPayables	Report Aged Payables
GET	/v3/company/{companyid}/reports/AgedReceivableDetail	Report Aged Receivable Detail
GET	/v3/company/{companyid}/reports/AgedReceivables	Report Aged Receivables
GET	/v3/company/{companyid}/reports/BalanceSheet	Report Balance Sheet
GET	/v3/company/{companyid}/reports/CashFlow	Report Cash Flow
GET	/v3/company/{companyid}/reports/ClassSales	Report Class Sales
GET	/v3/company/{companyid}/reports/CustomerBalance	Report Customer Balance
GET	/v3/company/{companyid}/reports/CustomerBalanceDetail	Report Customer Balance Detail
GET	/v3/company/{companyid}/reports/CustomerIncome	Report Customer Income
GET	/v3/company/{companyid}/reports/CustomerSales	Report Customer Sales
GET	/v3/company/{companyid}/reports/DepartmentSales	Report Department Sales
GET	/v3/company/{companyid}/reports/GeneralLedger	Report General Ledger
GET	/v3/company/{companyid}/reports/InventoryValuationSummary	Report Inventory Valuation Summary
GET	/v3/company/{companyid}/reports/ItemSales	Report Item Sales
GET	/v3/company/{companyid}/reports/ProfitAndLoss	Report Profit And Loss
GET	/v3/company/{companyid}/reports/ProfitAndLossDetail	Report Profit And Loss Detail
GET	/v3/company/{companyid}/reports/TrialBalance	Report Trial Balance
GET	/v3/company/{companyid}/reports/TransactionList	Report Transaction List
GET	/v3/company/{companyid}/reports/VendorBalance	Report Vendor Balance
GET	/v3/company/{companyid}/reports/VendorBalanceDetail	Report Vendor Balance Detail
GET	/v3/company/{companyid}/reports/VendorExpenses	Report Vendor Expenses
POST	/v3/company/{companyid}/salesreceipt	Sales Receipt-Void
GET	/v3/company/{companyid}/salesreceipt/{id}	Sales Receipt Read by Id
POST	/v3/company/{companyid}/taxagency	Tax Agency Create
GET	/v3/company/{companyid}/taxagency/{id}	Tax Agency Read by Id
GET	/v3/company/{companyid}/taxcode/{id}	Tax Code Read by Id
GET	/v3/company/{companyid}/taxrate/{id}	Tax Rate Read by Id
POST	/v3/company/{companyid}/taxservice/taxcode	Tax Service Create
POST	/v3/company/{companyid}/term	Term Delete
GET	/v3/company/{companyid}/term/{id}	Term Read by Id
POST	/v3/company/{companyid}/timeactivity	Time Activity Delete
POST	/v3/company/{companyid}/transfer	Transfer delete
GET	/v3/company/{companyid}/transfer/{id}	Transfer Read by Id
POST	/v3/company/{companyid}/vendor	Vendor Delete
GET	/v3/company/{companyid}/vendor/{id}	Vendor Read by Id
POST	/v3/company/{companyid}/vendorcredit	Vendor Credit Delete
GET	/v3/company/{companyid}/vendorcredit/{id}	Vendor Credit Read by Id

Example Queries

Get Account Details

Operation : GET /v3/company/{companyid}/account/{id}

This query retrieves the account details for the account with the given id. It can be used to fetch information such as account type, balance, classification, and other account-related metadata from QuickBooks. The companyid is not entered here — it is taken automatically from the Company ID configured on the data source connection.

Required Parameter:

• id

Optional Parameter:

• minorversion

Response Example

{
  "Account": {
    "Name": "Services",
    "SubAccount": false,
    "FullyQualifiedName": "Services",
    "Active": true,
    "Classification": "Revenue",
    "AccountType": "Income",
    "AccountSubType": "ServiceFeeIncome",
    "CurrentBalance": 0,
    "CurrentBalanceWithSubAccounts": 0,
    "CurrencyRef": {
      "value": "AUD",
      "name": "Australian Dollar"
    },
    "domain": "QBO",
    "sparse": false,
    "Id": "1",
    "SyncToken": "0",
    "MetaData": {
      "CreateTime": "2025-12-07T15:27:58-08:00",
      "LastUpdatedTime": "2025-12-07T15:27:58-08:00"
    }
  },
  "time": "2026-05-22T03:45:46.022-07:00"
}

Update an Account

Operation : POST /v3/company/{companyid}/account

This query creates or updates an account in QuickBooks. It can be used to modify existing account information such as account name, account type, classification, or other account properties. The companyid is not entered here — it is taken automatically from the Company ID configured on the datasource connection.

Optional Parameters:

• minorversion
• requestbody

Response Example

{
  "Account": {
    "Name": "MyJobs_testing",
    "SubAccount": false,
    "FullyQualifiedName": "MyJobs_testing",
    "Active": true,
    "Classification": "Asset",
    "AccountType": "Accounts Receivable",
    "AccountSubType": "AccountsReceivable",
    "CurrentBalance": 0,
    "CurrentBalanceWithSubAccounts": 0,
    "CurrencyRef": {
      "value": "AUD",
      "name": "Australian Dollar"
    },
    "domain": "QBO",
    "sparse": false,
    "Id": "1150040002",
    "SyncToken": "0",
    "MetaData": {
      "CreateTime": "2026-05-22T03:49:10-07:00"
    }
  },
  "time": "2026-05-22T03:49:10.529-07:00"
}