Skip to content

Commit 590d2d5

Browse files
Bill LeoutsakosBill Leoutsakos
Bill Leoutsakos
authored and
Bill Leoutsakos
committed
docs(quickbooks): generate accounting catalog
1 parent 5d11058 commit 590d2d5

5 files changed

Lines changed: 274 additions & 8 deletions

File tree

‎apps/docs/content/docs/en/integrations/quickbooks.mdx‎

Lines changed: 248 additions & 2 deletions
Original file line numberDiff line numberDiff line change
@@ -1,6 +1,6 @@
11
---
22
title: QuickBooks
3-
description: Manage QuickBooks Online company, sales, purchasing, and payables
3+
description: Manage QuickBooks Online company, sales, purchasing, payables, and accounting
44
---
55

66
import { BlockInfoCard } from "@/components/ui/block-info-card"
@@ -25,7 +25,7 @@ Reports and attachments are not exposed by this version of the block, so report
2525

2626
## Usage Instructions
2727

28-
Connect one QuickBooks Online company to manage bounded master-data, sales, purchasing, receivables, and payables workflows.
28+
Connect one QuickBooks Online company to manage bounded master-data, sales, purchasing, receivables, payables, and general-accounting workflows.
2929

3030

3131

@@ -2084,3 +2084,249 @@ Sparse-update purchase header fields without changing lines or payment accounts
20842084
| ↳ `MetaData` | json | Transaction creation and update timestamps |
20852085
| ↳ `CreateTime` | string | Entity creation timestamp |
20862086
| ↳ `LastUpdatedTime` | string | Entity last-updated timestamp |
2087+
2088+
### `quickbooks_read_accounting_transactions`
2089+
2090+
List or read one journal entry, deposit, or transfer
2091+
2092+
#### Input
2093+
2094+
| Parameter | Type | Required | Description |
2095+
| --------- | ---- | -------- | ----------- |
2096+
| `transactionType` | string | Yes | Accounting transaction type to read |
2097+
| `readMode` | string | Yes | Whether to list transactions or read one transaction by ID |
2098+
| `transactionId` | string | No | QuickBooks transaction ID, required for by-ID reads |
2099+
| `startPosition` | number | No | One-based position of the first list record to return |
2100+
| `maxResults` | number | No | Number of list records to request \(1–100\) |
2101+
2102+
#### Output
2103+
2104+
| Parameter | Type | Description |
2105+
| --------- | ---- | ----------- |
2106+
| `transactionType` | string | Accounting transaction type returned |
2107+
| `item` | json | Single native QuickBooks accounting transaction |
2108+
| ↳ `Id` | string | QuickBooks accounting transaction ID |
2109+
| ↳ `SyncToken` | string | Current transaction sync token |
2110+
| ↳ `DocNumber` | string | Transaction document number |
2111+
| ↳ `TxnDate` | string | Transaction date |
2112+
| ↳ `PrivateNote` | string | Internal transaction note |
2113+
| ↳ `Adjustment` | boolean | Whether the journal entry is an adjusting entry |
2114+
| ↳ `DepositToAccountRef` | json | Account receiving a deposit |
2115+
| ↳ `value` | string | QuickBooks entity ID |
2116+
| ↳ `name` | string | QuickBooks entity display name |
2117+
| ↳ `FromAccountRef` | json | Transfer source account |
2118+
| ↳ `value` | string | QuickBooks entity ID |
2119+
| ↳ `name` | string | QuickBooks entity display name |
2120+
| ↳ `ToAccountRef` | json | Transfer destination account |
2121+
| ↳ `value` | string | QuickBooks entity ID |
2122+
| ↳ `name` | string | QuickBooks entity display name |
2123+
| ↳ `Line` | array | Native QuickBooks journal or deposit lines |
2124+
| ↳ `Amount` | number | Transfer amount |
2125+
| ↳ `TotalAmt` | number | Transaction total amount |
2126+
| ↳ `MetaData` | json | Transaction creation and update timestamps |
2127+
| ↳ `CreateTime` | string | Entity creation timestamp |
2128+
| ↳ `LastUpdatedTime` | string | Entity last-updated timestamp |
2129+
| `items` | array | Native QuickBooks accounting transactions |
2130+
| ↳ `Id` | string | QuickBooks accounting transaction ID |
2131+
| ↳ `SyncToken` | string | Current transaction sync token |
2132+
| ↳ `DocNumber` | string | Transaction document number |
2133+
| ↳ `TxnDate` | string | Transaction date |
2134+
| ↳ `PrivateNote` | string | Internal transaction note |
2135+
| ↳ `Adjustment` | boolean | Whether the journal entry is an adjusting entry |
2136+
| ↳ `DepositToAccountRef` | json | Account receiving a deposit |
2137+
| ↳ `value` | string | QuickBooks entity ID |
2138+
| ↳ `name` | string | QuickBooks entity display name |
2139+
| ↳ `FromAccountRef` | json | Transfer source account |
2140+
| ↳ `value` | string | QuickBooks entity ID |
2141+
| ↳ `name` | string | QuickBooks entity display name |
2142+
| ↳ `ToAccountRef` | json | Transfer destination account |
2143+
| ↳ `value` | string | QuickBooks entity ID |
2144+
| ↳ `name` | string | QuickBooks entity display name |
2145+
| ↳ `Line` | array | Native QuickBooks journal or deposit lines |
2146+
| ↳ `Amount` | number | Transfer amount |
2147+
| ↳ `TotalAmt` | number | Transaction total amount |
2148+
| ↳ `MetaData` | json | Transaction creation and update timestamps |
2149+
| ↳ `CreateTime` | string | Entity creation timestamp |
2150+
| ↳ `LastUpdatedTime` | string | Entity last-updated timestamp |
2151+
| `startPosition` | number | One-based position of the first item in this response |
2152+
| `maxResults` | number | Actual number of items reported for this response |
2153+
| `nextStartPosition` | number | Position to use when explicitly requesting the next page |
2154+
| `hasMore` | boolean | Conservative indication that another page may exist |
2155+
| `time` | string | QuickBooks response timestamp |
2156+
2157+
### `quickbooks_create_journal_entry`
2158+
2159+
Post a balanced journal entry after explicit confirmation
2160+
2161+
#### Input
2162+
2163+
| Parameter | Type | Required | Description |
2164+
| --------- | ---- | -------- | ----------- |
2165+
| `lines` | json | Yes | Two to 100 balanced debit and credit lines |
2166+
| `confirmPosting` | boolean | Yes | Explicit confirmation that this journal entry should be posted |
2167+
| `transactionDate` | string | No | Journal-entry date in YYYY-MM-DD format |
2168+
| `documentNumber` | string | No | Optional journal-entry number |
2169+
| `privateNote` | string | No | Internal journal-entry note |
2170+
| `requestId` | string | No | Optional Intuit idempotency request ID, up to 50 characters |
2171+
2172+
#### Output
2173+
2174+
| Parameter | Type | Description |
2175+
| --------- | ---- | ----------- |
2176+
| `recordId` | string | ID of the created or updated QuickBooks entity |
2177+
| `syncToken` | string | Latest sync token required for a subsequent update |
2178+
| `time` | string | QuickBooks response timestamp |
2179+
| `record` | json | Created native QuickBooks JournalEntry |
2180+
| ↳ `Id` | string | QuickBooks accounting transaction ID |
2181+
| ↳ `SyncToken` | string | Current transaction sync token |
2182+
| ↳ `DocNumber` | string | Transaction document number |
2183+
| ↳ `TxnDate` | string | Transaction date |
2184+
| ↳ `PrivateNote` | string | Internal transaction note |
2185+
| ↳ `Adjustment` | boolean | Whether the journal entry is an adjusting entry |
2186+
| ↳ `DepositToAccountRef` | json | Account receiving a deposit |
2187+
| ↳ `value` | string | QuickBooks entity ID |
2188+
| ↳ `name` | string | QuickBooks entity display name |
2189+
| ↳ `FromAccountRef` | json | Transfer source account |
2190+
| ↳ `value` | string | QuickBooks entity ID |
2191+
| ↳ `name` | string | QuickBooks entity display name |
2192+
| ↳ `ToAccountRef` | json | Transfer destination account |
2193+
| ↳ `value` | string | QuickBooks entity ID |
2194+
| ↳ `name` | string | QuickBooks entity display name |
2195+
| ↳ `Line` | array | Native QuickBooks journal or deposit lines |
2196+
| ↳ `Amount` | number | Transfer amount |
2197+
| ↳ `TotalAmt` | number | Transaction total amount |
2198+
| ↳ `MetaData` | json | Transaction creation and update timestamps |
2199+
| ↳ `CreateTime` | string | Entity creation timestamp |
2200+
| ↳ `LastUpdatedTime` | string | Entity last-updated timestamp |
2201+
2202+
### `quickbooks_update_journal_entry`
2203+
2204+
Sparse-update journal-entry header fields after explicit confirmation
2205+
2206+
#### Input
2207+
2208+
| Parameter | Type | Required | Description |
2209+
| --------- | ---- | -------- | ----------- |
2210+
| `journalEntryId` | string | Yes | Journal Entry ID to update |
2211+
| `syncToken` | string | Yes | Current journal-entry sync token |
2212+
| `confirmPosting` | boolean | Yes | Explicit confirmation that this journal-entry update should be posted |
2213+
| `transactionDate` | string | No | Replacement date in YYYY-MM-DD format |
2214+
| `documentNumber` | string | No | Replacement journal-entry number |
2215+
| `privateNote` | string | No | Replacement internal note |
2216+
2217+
#### Output
2218+
2219+
| Parameter | Type | Description |
2220+
| --------- | ---- | ----------- |
2221+
| `recordId` | string | ID of the created or updated QuickBooks entity |
2222+
| `syncToken` | string | Latest sync token required for a subsequent update |
2223+
| `time` | string | QuickBooks response timestamp |
2224+
| `record` | json | Updated native QuickBooks JournalEntry |
2225+
| ↳ `Id` | string | QuickBooks accounting transaction ID |
2226+
| ↳ `SyncToken` | string | Current transaction sync token |
2227+
| ↳ `DocNumber` | string | Transaction document number |
2228+
| ↳ `TxnDate` | string | Transaction date |
2229+
| ↳ `PrivateNote` | string | Internal transaction note |
2230+
| ↳ `Adjustment` | boolean | Whether the journal entry is an adjusting entry |
2231+
| ↳ `DepositToAccountRef` | json | Account receiving a deposit |
2232+
| ↳ `value` | string | QuickBooks entity ID |
2233+
| ↳ `name` | string | QuickBooks entity display name |
2234+
| ↳ `FromAccountRef` | json | Transfer source account |
2235+
| ↳ `value` | string | QuickBooks entity ID |
2236+
| ↳ `name` | string | QuickBooks entity display name |
2237+
| ↳ `ToAccountRef` | json | Transfer destination account |
2238+
| ↳ `value` | string | QuickBooks entity ID |
2239+
| ↳ `name` | string | QuickBooks entity display name |
2240+
| ↳ `Line` | array | Native QuickBooks journal or deposit lines |
2241+
| ↳ `Amount` | number | Transfer amount |
2242+
| ↳ `TotalAmt` | number | Transaction total amount |
2243+
| ↳ `MetaData` | json | Transaction creation and update timestamps |
2244+
| ↳ `CreateTime` | string | Entity creation timestamp |
2245+
| ↳ `LastUpdatedTime` | string | Entity last-updated timestamp |
2246+
2247+
### `quickbooks_create_deposit`
2248+
2249+
Create a deposit with bounded account lines
2250+
2251+
#### Input
2252+
2253+
| Parameter | Type | Required | Description |
2254+
| --------- | ---- | -------- | ----------- |
2255+
| `depositAccountId` | string | Yes | Bank or asset account receiving the deposit |
2256+
| `lines` | json | Yes | One to 100 account-based deposit lines |
2257+
| `transactionDate` | string | No | Deposit date in YYYY-MM-DD format |
2258+
| `privateNote` | string | No | Internal deposit note |
2259+
| `requestId` | string | No | Optional Intuit idempotency request ID, up to 50 characters |
2260+
2261+
#### Output
2262+
2263+
| Parameter | Type | Description |
2264+
| --------- | ---- | ----------- |
2265+
| `recordId` | string | ID of the created or updated QuickBooks entity |
2266+
| `syncToken` | string | Latest sync token required for a subsequent update |
2267+
| `time` | string | QuickBooks response timestamp |
2268+
| `record` | json | Created native QuickBooks Deposit |
2269+
| ↳ `Id` | string | QuickBooks accounting transaction ID |
2270+
| ↳ `SyncToken` | string | Current transaction sync token |
2271+
| ↳ `DocNumber` | string | Transaction document number |
2272+
| ↳ `TxnDate` | string | Transaction date |
2273+
| ↳ `PrivateNote` | string | Internal transaction note |
2274+
| ↳ `Adjustment` | boolean | Whether the journal entry is an adjusting entry |
2275+
| ↳ `DepositToAccountRef` | json | Account receiving a deposit |
2276+
| ↳ `value` | string | QuickBooks entity ID |
2277+
| ↳ `name` | string | QuickBooks entity display name |
2278+
| ↳ `FromAccountRef` | json | Transfer source account |
2279+
| ↳ `value` | string | QuickBooks entity ID |
2280+
| ↳ `name` | string | QuickBooks entity display name |
2281+
| ↳ `ToAccountRef` | json | Transfer destination account |
2282+
| ↳ `value` | string | QuickBooks entity ID |
2283+
| ↳ `name` | string | QuickBooks entity display name |
2284+
| ↳ `Line` | array | Native QuickBooks journal or deposit lines |
2285+
| ↳ `Amount` | number | Transfer amount |
2286+
| ↳ `TotalAmt` | number | Transaction total amount |
2287+
| ↳ `MetaData` | json | Transaction creation and update timestamps |
2288+
| ↳ `CreateTime` | string | Entity creation timestamp |
2289+
| ↳ `LastUpdatedTime` | string | Entity last-updated timestamp |
2290+
2291+
### `quickbooks_update_deposit`
2292+
2293+
Sparse-update deposit header fields using the current sync token
2294+
2295+
#### Input
2296+
2297+
| Parameter | Type | Required | Description |
2298+
| --------- | ---- | -------- | ----------- |
2299+
| `depositId` | string | Yes | Deposit ID to update |
2300+
| `syncToken` | string | Yes | Current deposit sync token |
2301+
| `transactionDate` | string | No | Replacement date in YYYY-MM-DD format |
2302+
| `privateNote` | string | No | Replacement internal note |
2303+
2304+
#### Output
2305+
2306+
| Parameter | Type | Description |
2307+
| --------- | ---- | ----------- |
2308+
| `recordId` | string | ID of the created or updated QuickBooks entity |
2309+
| `syncToken` | string | Latest sync token required for a subsequent update |
2310+
| `time` | string | QuickBooks response timestamp |
2311+
| `record` | json | Updated native QuickBooks Deposit |
2312+
| ↳ `Id` | string | QuickBooks accounting transaction ID |
2313+
| ↳ `SyncToken` | string | Current transaction sync token |
2314+
| ↳ `DocNumber` | string | Transaction document number |
2315+
| ↳ `TxnDate` | string | Transaction date |
2316+
| ↳ `PrivateNote` | string | Internal transaction note |
2317+
| ↳ `Adjustment` | boolean | Whether the journal entry is an adjusting entry |
2318+
| ↳ `DepositToAccountRef` | json | Account receiving a deposit |
2319+
| ↳ `value` | string | QuickBooks entity ID |
2320+
| ↳ `name` | string | QuickBooks entity display name |
2321+
| ↳ `FromAccountRef` | json | Transfer source account |
2322+
| ↳ `value` | string | QuickBooks entity ID |
2323+
| ↳ `name` | string | QuickBooks entity display name |
2324+
| ↳ `ToAccountRef` | json | Transfer destination account |
2325+
| ↳ `value` | string | QuickBooks entity ID |
2326+
| ↳ `name` | string | QuickBooks entity display name |
2327+
| ↳ `Line` | array | Native QuickBooks journal or deposit lines |
2328+
| ↳ `Amount` | number | Transfer amount |
2329+
| ↳ `TotalAmt` | number | Transaction total amount |
2330+
| ↳ `MetaData` | json | Transaction creation and update timestamps |
2331+
| ↳ `CreateTime` | string | Entity creation timestamp |
2332+
| ↳ `LastUpdatedTime` | string | Entity last-updated timestamp |

‎apps/sim/lib/integrations/integrations.json‎

Lines changed: 23 additions & 3 deletions
Original file line numberDiff line numberDiff line change
@@ -14564,8 +14564,8 @@
1456414564
"type": "quickbooks",
1456514565
"slug": "quickbooks",
1456614566
"name": "QuickBooks",
14567-
"description": "Manage QuickBooks Online company, sales, purchasing, and payables",
14568-
"longDescription": "Connect one QuickBooks Online company to manage bounded master-data, sales, purchasing, receivables, and payables workflows.",
14567+
"description": "Manage QuickBooks Online company, sales, purchasing, payables, and accounting",
14568+
"longDescription": "Connect one QuickBooks Online company to manage bounded master-data, sales, purchasing, receivables, payables, and general-accounting workflows.",
1456914569
"bgColor": "#2CA01C",
1457014570
"iconName": "QuickBooksIcon",
1457114571
"docsUrl": "https://docs.sim.ai/integrations/quickbooks",
@@ -14705,9 +14705,29 @@
1470514705
{
1470614706
"name": "Update Purchase or Expense",
1470714707
"description": "Sparse-update purchase header fields without changing lines or payment accounts"
14708+
},
14709+
{
14710+
"name": "Read Accounting Transactions",
14711+
"description": "List or read one journal entry, deposit, or transfer"
14712+
},
14713+
{
14714+
"name": "Create Journal Entry",
14715+
"description": "Post a balanced journal entry after explicit confirmation"
14716+
},
14717+
{
14718+
"name": "Update Journal Entry",
14719+
"description": "Sparse-update journal-entry header fields after explicit confirmation"
14720+
},
14721+
{
14722+
"name": "Create Deposit",
14723+
"description": "Create a deposit with bounded account lines"
14724+
},
14725+
{
14726+
"name": "Update Deposit",
14727+
"description": "Sparse-update deposit header fields using the current sync token"
1470814728
}
1470914729
],
14710-
"operationCount": 34,
14730+
"operationCount": 39,
1471114731
"triggers": [],
1471214732
"triggerCount": 0,
1471314733
"authType": "oauth",

‎apps/sim/tools/generated/tool-ids.ts‎

Lines changed: 1 addition & 1 deletion
Large diffs are not rendered by default.

‎apps/sim/tools/generated/tool-metadata.ts‎

Lines changed: 1 addition & 1 deletion
Large diffs are not rendered by default.

‎apps/sim/tools/generated/tool-outputs.ts‎

Lines changed: 1 addition & 1 deletion
Large diffs are not rendered by default.

0 commit comments

Comments
 (0)