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Original file line number Diff line number Diff line change
Expand Up @@ -5,7 +5,7 @@ export default {
key: "quickbooks-create-ap-aging-report",
name: "Create AP Aging Detail Report",
description: "Creates an AP aging report in Quickbooks Online. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/apagingdetail#query-a-report)",
version: "0.0.7",
version: "0.0.8",
annotations: {
destructiveHint: false,
openWorldHint: true,
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2 changes: 1 addition & 1 deletion components/quickbooks/actions/create-bill/create-bill.mjs
Original file line number Diff line number Diff line change
Expand Up @@ -6,7 +6,7 @@ export default {
key: "quickbooks-create-bill",
name: "Create Bill",
description: "Creates a bill. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/bill#create-a-bill)",
version: "0.1.12",
version: "0.1.13",
annotations: {
destructiveHint: false,
openWorldHint: true,
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Expand Up @@ -5,7 +5,7 @@ export default {
key: "quickbooks-create-customer",
name: "Create Customer",
description: "Creates a customer. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/customer#create-a-customer)",
version: "0.1.12",
version: "0.1.13",
annotations: {
destructiveHint: false,
openWorldHint: true,
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Expand Up @@ -9,7 +9,7 @@ export default {
key: "quickbooks-create-estimate",
name: "Create Estimate",
description: "Creates an estimate. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/estimate#create-an-estimate)",
version: "0.0.4",
version: "0.0.5",
annotations: {
destructiveHint: false,
openWorldHint: true,
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Expand Up @@ -6,7 +6,7 @@ export default {
key: "quickbooks-create-invoice",
name: "Create Invoice",
description: "Creates an invoice. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/invoice#create-an-invoice)",
version: "0.2.6",
version: "0.2.7",
annotations: {
destructiveHint: false,
openWorldHint: true,
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Expand Up @@ -4,7 +4,7 @@ export default {
key: "quickbooks-create-payment",
name: "Create Payment",
description: "Creates a payment. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/payment#create-a-payment)",
version: "0.0.11",
version: "0.0.12",
annotations: {
destructiveHint: false,
openWorldHint: true,
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Original file line number Diff line number Diff line change
Expand Up @@ -7,7 +7,7 @@ export default {
key: "quickbooks-create-pl-report",
name: "Create Profit and Loss Detail Report",
description: "Creates a profit and loss report in Quickbooks Online. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/profitandloss#query-a-report)",
version: "0.0.7",
version: "0.0.8",
annotations: {
destructiveHint: false,
openWorldHint: true,
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Original file line number Diff line number Diff line change
Expand Up @@ -9,7 +9,7 @@ export default {
key: "quickbooks-create-purchase-order",
name: "Create Purchase Order",
description: "Creates a purchase order. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/purchaseorder#create-a-purchaseorder)",
version: "0.0.4",
version: "0.0.5",
annotations: {
destructiveHint: false,
openWorldHint: true,
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Original file line number Diff line number Diff line change
Expand Up @@ -6,7 +6,7 @@ export default {
key: "quickbooks-create-purchase",
name: "Create Purchase",
description: "Creates a new purchase. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/purchase#create-a-purchase)",
version: "0.0.10",
version: "0.0.11",
annotations: {
destructiveHint: false,
openWorldHint: true,
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Original file line number Diff line number Diff line change
Expand Up @@ -6,7 +6,7 @@ export default {
key: "quickbooks-create-sales-receipt",
name: "Create Sales Receipt",
description: "Creates a sales receipt. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/salesreceipt#create-a-salesreceipt)",
version: "0.0.11",
version: "0.0.12",
annotations: {
destructiveHint: false,
openWorldHint: true,
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Original file line number Diff line number Diff line change
Expand Up @@ -4,7 +4,7 @@ export default {
key: "quickbooks-delete-purchase",
name: "Delete Purchase",
description: "Delete a specific purchase. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/purchase#delete-a-purchase)",
version: "0.0.10",
version: "0.0.11",
annotations: {
destructiveHint: true,
openWorldHint: true,
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Original file line number Diff line number Diff line change
@@ -0,0 +1,166 @@
import quickbooks from "../../quickbooks.app.mjs";
import { DATE_MACRO_OPTIONS } from "../../common/constants.mjs";
import {
commaSeparateArray,
booleanToString,
} from "../../common/utils.mjs";

export default {
key: "quickbooks-get-balance-sheet-report",
name: "Get Balance Sheet Report",
description: "Retrieves the balance sheet report from Quickbooks Online. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/balancesheet#query-a-report)",
version: "0.0.1",
type: "action",
annotations: {
destructiveHint: false,
openWorldHint: true,
readOnlyHint: true,
},
props: {
quickbooks,
customer: {
type: "string[]",
label: "Customer IDs",
description: "Filters report contents to include information for specified customers",
optional: true,
propDefinition: [
quickbooks,
"customer",
],
},
qzurl: {
type: "boolean",
label: "Include Quick Zoom URL",
description: "Specifies whether Quick Zoom URL information should be generated for rows in the report",
optional: true,
},
accountingMethod: {
propDefinition: [
quickbooks,
"accountingMethod",
],
},
dateMacro: {
type: "string",
label: "Date Macro",
description: "Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the **Start Date** and **End Date** to cover an explicit report date range",
options: DATE_MACRO_OPTIONS,
optional: true,
},
startDate: {
type: "string",
label: "Start Date",
description: "The start date of the report, in the format `YYYY-MM-DD`. **Start Date** must be less than **End Date**",
optional: true,
},
endDate: {
type: "string",
label: "End Date",
description: "The end date of the report, in the format `YYYY-MM-DD`. **Start Date** must be less than **End Date**",
optional: true,
},
adjustedGainLoss: {
type: "boolean",
label: "Adjusted Gain Loss",
description: "Specifies whether unrealized gain and losses are included in the report",
optional: true,
},
classIds: {
propDefinition: [
quickbooks,
"classIds",
],
},
item: {
type: "string[]",
label: "Item IDs",
description: "Filters report contents to include information for specified items",
optional: true,
propDefinition: [
quickbooks,
"itemId",
],
},
sortOrder: {
type: "string",
label: "Sort Order",
description: "The sort order for report results",
options: [
"ascend",
"descend",
],
optional: true,
},
summarizeColumnBy: {
type: "string",
label: "Summarize Column By",
description: "The criteria by which to group the report results",
options: [
"Total",
"Month",
"Week",
"Days",
"Quarter",
"Year",
"Customers",
"Vendors",
"Classes",
"Departments",
"Employees",
"ProductsAndServices",
],
optional: true,
},
department: {
propDefinition: [
quickbooks,
"departmentIds",
],
},
vendor: {
propDefinition: [
quickbooks,
"vendorIds",
],
},
},
async run({ $ }) {
const {
quickbooks,
customer,
qzurl,
accountingMethod,
dateMacro,
startDate,
endDate,
adjustedGainLoss,
classIds,
item,
sortOrder,
summarizeColumnBy,
department,
vendor,
} = this;

const response = await quickbooks.getBalanceSheetReport({
$,
params: {
customer: commaSeparateArray(customer),
qzurl: booleanToString(qzurl),
accounting_method: accountingMethod,
date_macro: dateMacro,
start_date: startDate,
end_date: endDate,
adjusted_gain_loss: booleanToString(adjustedGainLoss),
class: commaSeparateArray(classIds),
item: commaSeparateArray(item),
sort_order: sortOrder,
summarize_column_by: summarizeColumnBy,
department: commaSeparateArray(department),
vendor: commaSeparateArray(vendor),
},
});
$.export("$summary", "Successfully retrieved Balance Sheet Report");
return response;
},
};
2 changes: 1 addition & 1 deletion components/quickbooks/actions/get-bill/get-bill.mjs
Original file line number Diff line number Diff line change
Expand Up @@ -5,7 +5,7 @@ export default {
key: "quickbooks-get-bill",
name: "Get Bill",
description: "Returns info about a bill. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/bill#read-a-bill)",
version: "0.1.12",
version: "0.1.13",
annotations: {
destructiveHint: false,
openWorldHint: true,
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