QuickBooks Online MCP server by Intuit: setup, read-only switches and what it can change

• Runs your profit and loss report for any date range

  Runs a Profit and Loss (income statement) report showing income, expenses and net profit for the period you choose.

  Try: “What is my profit and loss for this year?”

  Read · get_profit_and_loss

• Runs your balance sheet: assets, liabilities and equity

  Runs a Balance Sheet report showing what the business owns, owes and its equity on a given date.

  Try: “Show me my balance sheet as of the end of last month.”

  Read · get_balance_sheet

• Runs your statement of cash flows

  Runs a Statement of Cash Flows report showing money coming in and going out over a period.

  Try: “Show me my cash flow for last month.”

  Read · get_cash_flow

• Shows which customers owe you money and how overdue it is

  Runs an A/R Aging report listing unpaid customer invoices grouped by how long they are overdue.

  Try: “Who owes me money and how late are they?”

  Read · get_aged_receivables

• Shows which bills you owe and how overdue they are

  Runs an A/P Aging report listing unpaid vendor bills grouped by how long they are overdue.

  Try: “Which bills are overdue right now?”

  Read · get_aged_payables

• Shows the open balance for each customer

  Runs a Customer Balance report listing the outstanding balance for every customer.

  Try: “What does each customer owe me right now?”

  Read · get_customer_balance

• Shows the open balance you owe each vendor

  Runs a Vendor Balance report listing the outstanding balance you owe each vendor.

  Try: “How much do I owe each vendor?”

  Read · get_vendor_balance

• Breaks down your sales by customer

  Runs a Sales by Customer report showing how much each customer bought over a period.

  Try: “Who were my top 10 customers by sales this year?”

  Read · get_customer_sales

• Breaks down your spending by vendor

  Runs an Expenses by Vendor report showing how much you spent with each vendor over a period.

  Try: “Which vendors did I spend the most with last quarter?”

  Read · get_vendor_expenses

• Pulls the general ledger with every transaction by account

  Runs a General Ledger report listing every transaction posted to each account over a period.

  Try: “Show me the general ledger for the Office Supplies account in March.”

  Read · get_general_ledger

• Runs a trial balance of every account

  Runs a Trial Balance report showing the debit and credit balance of every account on a date.

  Try: “Run a trial balance as of December 31.”

  Read · get_trial_balance

• Finds invoices that match filters you describe

  Searches the invoices in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “Show me all unpaid invoices over $1,000.”

  Read · search_invoices

• Opens one invoice with all its details

  Looks up an invoice by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me invoice 1042.”

  Read · read_invoice

• Finds customers that match filters you describe

  Searches the customers in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “Find customers with 'Acme' in the name.”

  Read · search_customers

• Opens one customer with all its details

  Looks up a customer record by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me Acme Corp's customer details.”

  Read · get_customer

• Finds customer payments that match filters you describe

  Searches the customer payments in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “List customer payments received this week.”

  Read · search_payments

• Opens one customer payment with all its details

  Looks up a payment received from a customer by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me Acme's last payment.”

  Read · get_payment

• Finds bills that match filters you describe

  Searches the bills in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “List bills due in the next 7 days.”

  Read · search_bills

• Opens one bill with all its details

  Looks up a bill from a vendor by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me the latest Staples bill.”

  Read · get-bill

• Finds vendors that match filters you describe

  Searches the vendors in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “Find vendors in Portland.”

  Read · search_vendors

• Opens one vendor with all its details

  Looks up a vendor (supplier) record by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me Staples' vendor details.”

  Read · get-vendor

• Finds estimates that match filters you describe

  Searches the estimates in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “List estimates sent this month that are still pending.”

  Read · search_estimates

• Opens one estimate with all its details

  Looks up an estimate or quote by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me estimate 204.”

  Read · get_estimate

• Finds expenses and purchases that match filters you describe

  Searches the expenses and purchases in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “Find card purchases over $200 this month.”

  Read · search_purchases

• Opens one expense or purchase with all its details

  Looks up an expense, check or card purchase by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me yesterday's Home Depot purchase.”

  Read · get_purchase

• Finds products and services that match filters you describe

  Searches the products and services in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “Find products and services with 'consulting' in the name.”

  Read · search_items

• Opens one product or service with all its details

  Looks up a product or service item by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me the Consulting item and its rate.”

  Read · read_item

• Finds accounts that match filters you describe

  Searches the accounts in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “List all my expense accounts.”

  Read · search_accounts

• Opens one account with all its details

  Looks up an account in your chart of accounts by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me the details of the Office Supplies account.”

  Read · get_account

• Finds sales receipts that match filters you describe

  Searches the sales receipts in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “List sales receipts from today.”

  Read · search_sales_receipts

• Opens one sales receipt with all its details

  Looks up a sales receipt for a sale paid on the spot by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me sales receipt 310.”

  Read · get_sales_receipt

• Finds journal entries that match filters you describe

  Searches the journal entries in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “Find journal entries posted to Depreciation this year.”

  Read · search_journal_entries

• Opens one journal entry with all its details

  Looks up a journal entry by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me journal entry 88.”

  Read · get_journal_entry

• Finds bill payments that match filters you describe

  Searches the bill payments in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “List bill payments made last month.”

  Read · search_bill_payments

• Opens one bill payment with all its details

  Looks up a payment you made against a bill by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me the payment for the Staples bill.”

  Read · get_bill_payment

• Finds bank deposits that match filters you describe

  Searches the bank deposits in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “List bank deposits from last week.”

  Read · search_deposits

• Opens one bank deposit with all its details

  Looks up a bank deposit by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me Friday's deposit.”

  Read · get_deposit

• Finds transfers between accounts that match filters you describe

  Searches the transfers between accounts in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “List transfers between accounts this month.”

  Read · search_transfers

• Opens one transfer between accounts with all its details

  Looks up a transfer between two of your accounts by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me the last transfer to savings.”

  Read · get_transfer

• Finds credit memos that match filters you describe

  Searches the credit memos in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “List open credit memos.”

  Read · search_credit_memos

• Opens one credit memo with all its details

  Looks up a credit memo that reduces what a customer owes by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me credit memo 12.”

  Read · get_credit_memo

• Finds refund receipts that match filters you describe

  Searches the refund receipts in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “List refunds issued this month.”

  Read · search_refund_receipts

• Opens one refund receipt with all its details

  Looks up a refund receipt for money paid back to a customer by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me the refund to Jane Smith.”

  Read · get_refund_receipt

• Finds purchase orders that match filters you describe

  Searches the purchase orders in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “List open purchase orders.”

  Read · search_purchase_orders

• Opens one purchase order with all its details

  Looks up a purchase order to a vendor by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me PO 3001.”

  Read · get_purchase_order

• Finds vendor credits that match filters you describe

  Searches the vendor credits in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “List vendor credits I have not used yet.”

  Read · search_vendor_credits

• Opens one vendor credit with all its details

  Looks up a credit a vendor owes you by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me the Staples credit.”

  Read · get_vendor_credit

• Finds employees that match filters you describe

  Searches the employees in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “List all active employees.”

  Read · search_employees

• Opens one employee with all its details

  Looks up an employee record by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me Jane Smith's employee record.”

  Read · get_employee

• Finds time entries that match filters you describe

  Searches the time entries in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “Show me all time entries for Jane this week.”

  Read · search_time_activities

• Opens one time entry with all its details

  Looks up a time entry for billable or payroll hours by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me Jane's Monday time entry.”

  Read · get_time_activity

• Finds attachments that match filters you describe

  Searches the attachments in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “Find attachments on bills from last month.”

  Read · search_attachables

• Opens one attachment with all its details

  Looks up a file attached to a record, such as a receipt by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me the receipt attached to bill 55.”

  Read · get_attachable

• Finds classes that match filters you describe

  Searches the classes in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “List all my classes.”

  Read · search_classes

• Opens one class with all its details

  Looks up a class used to track income and expenses by segment by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me the Retail class.”

  Read · get_class

• Finds locations and departments that match filters you describe

  Searches the locations and departments in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “List all my locations.”

  Read · search_departments

• Opens one location or department with all its details

  Looks up a location or department used for tracking by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me the Portland location.”

  Read · get_department

• Finds payment terms that match filters you describe

  Searches the payment terms in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “List my payment terms.”

  Read · search_terms

• Opens one payment term with all its details

  Looks up a payment term such as Net 30 by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me the Net 30 term.”

  Read · get_term

• Finds payment methods that match filters you describe

  Searches the payment methods in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “List my payment methods.”

  Read · search_payment_methods

• Opens one payment method with all its details

  Looks up a payment method such as check or card by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me the Venmo payment method.”

  Read · get_payment_method

• Finds sales tax codes that match filters you describe

  Searches the sales tax codes in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “List my sales tax codes.”

  Read · search_tax_codes

• Opens one sales tax code with all its details

  Looks up a sales tax code by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me the California tax code.”

  Read · get_tax_code

• Finds sales tax rates that match filters you describe

  Searches the sales tax rates in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “List my sales tax rates.”

  Read · search_tax_rates

• Opens one sales tax rate with all its details

  Looks up a sales tax rate by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me the 8.25% tax rate.”

  Read · get_tax_rate

• Finds tax agencies that match filters you describe

  Searches the tax agencies in your QuickBooks company using filters such as name, date or amount, and lists the matches.

  Try: “List the tax agencies I file with.”

  Read · search_tax_agencies

• Opens one tax agency with all its details

  Looks up a tax agency you file with by its ID and shows every detail QuickBooks holds for it.

  Try: “Show me the details of my state tax agency.”

  Read · get_tax_agency

• Finds your budgets and their monthly amounts

  Searches the budgets set up in QuickBooks and returns their amounts by account and month. Budgets can only be read, not changed.

  Try: “Show me this year's budget for marketing.”

  Read · search_budgets

• Shows your company name, address and other details

  Looks up the company details QuickBooks holds, such as legal name, address and fiscal year.

  Try: “What address does QuickBooks have for my company?”

  Read · get_company_info

• Downloads an invoice as a PDF

  Downloads a QuickBooks invoice as a PDF file, returned in the chat or saved to a folder on your computer when one is set.

  Try: “Download invoice 1042 as a PDF.”

  Files · get_invoice_pdf

• Creates a new invoice in your books

  Creates an invoice in your QuickBooks company from the details you give.

  Try: “Create an invoice for Acme Corp for $1,200 for consulting.”

  Write · create_invoice

• Creates a new customer in your books

  Creates a customer record in your QuickBooks company from the details you give.

  Try: “Add a new customer: Jane Smith, jane@smithco.com.”

  Write · create_customer

• Creates a new customer payment in your books

  Creates a payment received from a customer in your QuickBooks company from the details you give.

  Try: “Record a $1,200 payment from Acme Corp for invoice 1042.”

  Write · create_payment

• Creates a new bill in your books

  Creates a bill from a vendor in your QuickBooks company from the details you give.

  Try: “Enter a $340 bill from Staples for office supplies, due in 30 days.”

  Write · create-bill

• Creates a new vendor in your books

  Creates a vendor (supplier) record in your QuickBooks company from the details you give.

  Try: “Add a new vendor: Bright Electric, 555-0100.”

  Write · create-vendor

• Creates a new estimate in your books

  Creates an estimate or quote in your QuickBooks company from the details you give.

  Try: “Draft an estimate for the Henderson remodel: $4,500 labor and $2,800 materials.”

  Write · create_estimate

• Creates a new expense or purchase in your books

  Creates an expense, check or card purchase in your QuickBooks company from the details you give.

  Try: “Record a $86 Home Depot card purchase for supplies.”

  Write · create_purchase

• Creates a new product or service in your books

  Creates a product or service item in your QuickBooks company from the details you give.

  Try: “Create a service called Car repair at $150 an hour.”

  Write · create_item

• Creates a new account in your books

  Creates an account in your chart of accounts in your QuickBooks company from the details you give.

  Try: “Create an expense account called Software Subscriptions.”

  Write · create_account

• Creates a new sales receipt in your books

  Creates a sales receipt for a sale paid on the spot in your QuickBooks company from the details you give.

  Try: “Create a sales receipt for a $75 cash sale to Jane Smith.”

  Write · create_sales_receipt

• Creates a new journal entry in your books

  Creates a journal entry in your QuickBooks company from the details you give.

  Try: “Record a $500 depreciation journal entry for this month.”

  Write · create_journal_entry

• Creates a new bill payment in your books

  Creates a payment you made against a bill in your QuickBooks company from the details you give.

  Try: “Record a payment of the Staples bill from checking.”

  Write · create_bill_payment

• Creates a new bank deposit in your books

  Creates a bank deposit in your QuickBooks company from the details you give.

  Try: “Record a $2,500 deposit to checking.”

  Write · create_deposit

• Creates a new transfer between accounts in your books

  Creates a transfer between two of your accounts in your QuickBooks company from the details you give.

  Try: “Move $2,000 from checking to savings.”

  Write · create_transfer

• Creates a new credit memo in your books

  Creates a credit memo that reduces what a customer owes in your QuickBooks company from the details you give.

  Try: “Give Acme Corp a $100 credit memo for a late delivery.”

  Write · create_credit_memo

• Creates a new refund receipt in your books

  Creates a refund receipt for money paid back to a customer in your QuickBooks company from the details you give.

  Try: “Record a $40 refund to Jane Smith by card.”

  Write · create_refund_receipt

• Creates a new purchase order in your books

  Creates a purchase order to a vendor in your QuickBooks company from the details you give.

  Try: “Create a purchase order to Staples for 10 boxes of paper.”

  Write · create_purchase_order

• Creates a new vendor credit in your books

  Creates a credit a vendor owes you in your QuickBooks company from the details you give.

  Try: “Record a $50 credit from Staples for a returned chair.”

  Write · create_vendor_credit

• Creates a new employee in your books

  Creates an employee record in your QuickBooks company from the details you give.

  Try: “Add a new employee, Sam Lee, starting Monday.”

  Write · create_employee

• Creates a new time entry in your books

  Creates a time entry for billable or payroll hours in your QuickBooks company from the details you give.

  Try: “Log 6 hours of consulting for Jane on Monday for Acme Corp.”

  Write · create_time_activity

• Creates a new class in your books

  Creates a class used to track income and expenses by segment in your QuickBooks company from the details you give.

  Try: “Create a class called Wholesale.”

  Write · create_class

• Creates a new location or department in your books

  Creates a location or department used for tracking in your QuickBooks company from the details you give.

  Try: “Create a location called Seattle.”

  Write · create_department

• Creates a new payment term in your books

  Creates a payment term such as Net 30 in your QuickBooks company from the details you give.

  Try: “Create a Net 45 payment term.”

  Write · create_term

• Creates a new payment method in your books

  Creates a payment method such as check or card in your QuickBooks company from the details you give.

  Try: “Add Venmo as a payment method.”

  Write · create_payment_method

• Changes an existing invoice

  Edits an invoice that already exists in QuickBooks.

  Try: “Change the due date on invoice 1042 to next Friday.”

  Write · update_invoice

• Changes an existing customer

  Edits a customer record that already exists in QuickBooks.

  Try: “Change Acme Corp's billing email to billing@acme.com.”

  Write · update_customer

• Changes an existing customer payment

  Edits a payment received from a customer that already exists in QuickBooks.

  Try: “Change the deposit account on Acme's last payment.”

  Write · update_payment

• Changes an existing bill

  Edits a bill from a vendor that already exists in QuickBooks. It reads the current record and changes only the fields you name.

  Try: “Change the due date on the Staples bill to the 15th.”

  Write · update-bill

• Changes an existing vendor

  Edits a vendor (supplier) record that already exists in QuickBooks.

  Try: “Update Staples' phone number to 555-0199.”

  Write · update-vendor

• Changes an existing estimate

  Edits an estimate or quote that already exists in QuickBooks.

  Try: “Extend estimate 204 by two weeks.”

  Write · update_estimate

• Changes an existing expense or purchase

  Edits an expense, check or card purchase that already exists in QuickBooks.

  Try: “Change the category on the Home Depot purchase to Repairs.”

  Write · update_purchase

• Changes an existing product or service

  Edits a product or service item that already exists in QuickBooks.

  Try: “Raise the Consulting rate to $175 an hour.”

  Write · update_item

• Changes an existing account

  Edits an account in your chart of accounts that already exists in QuickBooks.

  Try: “Rename the Misc account to Other Expenses.”

  Write · update_account

• Changes an existing sales receipt

  Edits a sales receipt for a sale paid on the spot that already exists in QuickBooks.

  Try: “Add a line to sales receipt 310.”

  Write · update_sales_receipt

• Changes an existing journal entry

  Edits a journal entry that already exists in QuickBooks.

  Try: “Change the memo on journal entry 88.”

  Write · update_journal_entry

• Changes an existing bill payment

  Edits a payment you made against a bill that already exists in QuickBooks.

  Try: “Change the date on the Staples bill payment.”

  Write · update_bill_payment

• Changes an existing bank deposit

  Edits a bank deposit that already exists in QuickBooks.

  Try: “Change the memo on Friday's deposit.”

  Write · update_deposit

• Changes an existing transfer between accounts

  Edits a transfer between two of your accounts that already exists in QuickBooks.

  Try: “Change the amount of the last transfer to $1,500.”

  Write · update_transfer

• Changes an existing credit memo

  Edits a credit memo that reduces what a customer owes that already exists in QuickBooks.

  Try: “Change the amount on credit memo 12 to $120.”

  Write · update_credit_memo

• Changes an existing refund receipt

  Edits a refund receipt for money paid back to a customer that already exists in QuickBooks.

  Try: “Update the memo on the refund to Jane Smith.”

  Write · update_refund_receipt

• Changes an existing purchase order

  Edits a purchase order to a vendor that already exists in QuickBooks.

  Try: “Add two toner cartridges to PO 3001.”

  Write · update_purchase_order

• Changes an existing vendor credit

  Edits a credit a vendor owes you that already exists in QuickBooks.

  Try: “Change the Staples credit to $60.”

  Write · update_vendor_credit

• Changes an existing employee

  Edits an employee record that already exists in QuickBooks.

  Try: “Update Jane Smith's address.”

  Write · update_employee

• Changes an existing time entry

  Edits a time entry for billable or payroll hours that already exists in QuickBooks.

  Try: “Change Jane's Monday entry to 5 hours.”

  Write · update_time_activity

• Attaches a file such as a receipt to a record

  Uploads a file, from your computer, a web link or the chat, and attaches it to a record such as a bill or invoice.

  Try: “Attach this receipt to bill 55.”

  Write · create_attachable

• Renames or re-notes an attachment, without replacing the file

  Changes an attachment's file name, note or category. It cannot replace the file itself.

  Try: “Add the note "Paid by card" to the receipt on bill 55.”

  Write · update_attachable

• Changes an existing class

  Edits a class used to track income and expenses by segment that already exists in QuickBooks.

  Try: “Rename the Retail class to Stores.”

  Write · update_class

• Changes an existing location or department

  Edits a location or department used for tracking that already exists in QuickBooks.

  Try: “Rename the Portland location to Portland East.”

  Write · update_department

• Changes an existing payment term

  Edits a payment term such as Net 30 that already exists in QuickBooks.

  Try: “Change Net 45 to Net 60.”

  Write · update_term

• Changes an existing payment method

  Edits a payment method such as check or card that already exists in QuickBooks.

  Try: “Rename the Card payment method to Credit card.”

  Write · update_payment_method

• Changes your company name, address or contact details

  Edits the company details stored in QuickBooks, such as address, phone or email.

  Try: “Change my company address to 123 Main St, Portland.”

  Write · update_company_info

• Voids an invoice

  Voids an invoice in QuickBooks so it no longer counts in your books.

  Try: “Void invoice 1042.”

  Delete · delete_invoice

• Removes a customer by marking it inactive

  Removes a customer record from use by marking it inactive in QuickBooks.

  Try: “Remove the duplicate customer Acme Corp (old).”

  Delete · delete_customer

• Voids a customer payment

  Voids a payment received from a customer in QuickBooks so it no longer counts in your books.

  Try: “Void Acme's duplicate payment.”

  Delete · delete_payment

• Deletes a bill

  Deletes a bill from a vendor from QuickBooks.

  Try: “Delete the duplicate Staples bill from yesterday.”

  Delete · delete-bill

• Deletes a vendor

  Deletes a vendor (supplier) record from QuickBooks. An open issue reports this tool currently always fails.

  Try: “Remove the vendor Bright Electric.”

  Delete · delete-vendor

• Voids an estimate

  Voids an estimate or quote in QuickBooks so it no longer counts in your books.

  Try: “Void estimate 204.”

  Delete · delete_estimate

• Removes an expense or purchase by marking it inactive

  Removes an expense, check or card purchase from use by marking it inactive in QuickBooks.

  Try: “Remove the duplicate Home Depot purchase.”

  Delete · delete_purchase

• Removes a product or service by marking it inactive

  Removes a product or service item from use by marking it inactive in QuickBooks.

  Try: “Mark the old Car repair item inactive.”

  Delete · delete_item

• Voids a sales receipt

  Voids a sales receipt for a sale paid on the spot in QuickBooks so it no longer counts in your books.

  Try: “Void sales receipt 310.”

  Delete · delete_sales_receipt

• Removes a journal entry by marking it inactive

  Removes a journal entry from use by marking it inactive in QuickBooks.

  Try: “Remove journal entry 88.”

  Delete · delete_journal_entry

• Removes a bill payment by marking it inactive

  Removes a payment you made against a bill from use by marking it inactive in QuickBooks.

  Try: “Delete the Staples bill payment I entered twice.”

  Delete · delete_bill_payment

• Deletes a bank deposit

  Deletes a bank deposit from QuickBooks.

  Try: “Delete Friday's duplicate deposit.”

  Delete · delete_deposit

• Deletes a transfer between accounts

  Deletes a transfer between two of your accounts from QuickBooks.

  Try: “Delete the last transfer to savings.”

  Delete · delete_transfer

• Voids a credit memo

  Voids a credit memo that reduces what a customer owes in QuickBooks so it no longer counts in your books.

  Try: “Void credit memo 12.”

  Delete · delete_credit_memo

• Voids a refund receipt

  Voids a refund receipt for money paid back to a customer in QuickBooks so it no longer counts in your books.

  Try: “Void the refund to Jane Smith.”

  Delete · delete_refund_receipt

• Deletes a purchase order

  Deletes a purchase order to a vendor from QuickBooks.

  Try: “Delete PO 3001.”

  Delete · delete_purchase_order

• Deletes a vendor credit

  Deletes a credit a vendor owes you from QuickBooks.

  Try: “Delete the Staples credit.”

  Delete · delete_vendor_credit

• Removes an employee by marking them inactive

  Removes an employee record from use by marking it inactive in QuickBooks.

  Try: “Mark Sam Lee as inactive.”

  Delete · delete_employee

• Deletes a time entry

  Deletes a time entry for billable or payroll hours from QuickBooks.

  Try: “Delete Jane's Monday time entry.”

  Delete · delete_time_activity

• Deletes an attachment

  Deletes a file attached to a record, such as a receipt from QuickBooks.

  Try: “Remove the wrong receipt from bill 55.”

  Delete · delete_attachable

• Used by the assistant behind the scenes

  Checks company settings like accounting method and tracking

  Reads company settings such as cash or accrual accounting and whether classes, locations and purchase orders are turned on, so the assistant fills records in correctly.

  Try: “Is my company set to cash or accrual accounting?”

  Read · get_preferences

Watch out for

• It can create, change and void transactions

  All create, update and delete tools are on by default, including invoices, payments, bills and journal entries. Turn on the three disable switches unless you need edits. github.com

• Your app keys and sign-in token sit on disk

  The client secret and refresh token live in a file on your computer. Anyone who copies them can reach your books until you disconnect the app in QuickBooks. github.com

• Production sign-in is currently broken

  An open issue reports the sign-in script fails with production keys. Try it on a sandbox company first. github.com

• A failed change can look like it worked

  Errors come back as normal text, so your assistant may say it saved something it did not. Check every change in QuickBooks. github.com

• Old vulnerable dependencies were fixed

  A July 2026 audit found 15 vulnerable dependencies; a retest in August found none. Use the current version. github.com

Security advisories

In their words