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BillLeoutsakosvl346 merged 5 commits into from
Aug 3, 2026
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feat(quickbooks): add accountant filters #6208

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2b966f9
feat(quickbooks): add safe n8n parity tools
Aug 3, 2026
68ae7b1
feat(quickbooks): expose accountant parity options
Aug 3, 2026
705bce5
fix(quickbooks): address parity review findings
Aug 3, 2026
c95c426
fix(quickbooks): require recipient for payment email
Aug 3, 2026
1fe0e0b
chore(quickbooks): sync parity catalog
Aug 3, 2026
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114 changes: 111 additions & 3 deletions apps/docs/content/docs/en/integrations/quickbooks.mdx
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Original file line number Diff line number Diff line change
Expand Up @@ -80,6 +80,7 @@ List or read one account, class, customer, department, employee, item, or vendor
| `recordId` | string | No | QuickBooks record ID, required for by-ID reads |
| `startPosition` | number | No | One-based position of the first list record to return |
| `maxResults` | number | No | Number of list records to request \(1–100\) |
| `activeStatus` | string | No | List records using the QuickBooks default, active, or inactive status |

#### Output

Expand Down Expand Up @@ -116,7 +117,7 @@ List or read one account, class, customer, department, employee, item, or vendor
| ↳ `BillAddr` | json | Customer or vendor billing address |
| ↳ `ShipAddr` | json | Customer shipping address |
| ↳ `Balance` | number | Customer or vendor balance |
| ↳ `PrintOnCheckName` | string | Name printed on checks |
| ↳ `PrintOnCheckName` | string | Vendor or employee name printed on checks |
| ↳ `Vendor1099` | boolean | Whether the vendor is tracked for 1099 reporting |
| ↳ `AcctNum` | string | Vendor account number |
| ↳ `Description` | string | Item sales description |
Expand All @@ -138,6 +139,8 @@ List or read one account, class, customer, department, employee, item, or vendor
| ↳ `InvStartDate` | string | Inventory tracking start date |
| ↳ `PrimaryAddr` | json | Employee primary address |
| ↳ `BillableTime` | boolean | Whether employee time is billable |
| ↳ `domain` | string | QuickBooks domain |
| ↳ `sparse` | boolean | Whether this is a sparse entity |
| ↳ `SubClass` | boolean | Whether the Class is nested under another Class |
| ↳ `SubDepartment` | boolean | Whether the Department is nested under another Department |
| `items` | array | QuickBooks master-data records returned by a list read |
Expand Down Expand Up @@ -170,7 +173,7 @@ List or read one account, class, customer, department, employee, item, or vendor
| ↳ `BillAddr` | json | Customer or vendor billing address |
| ↳ `ShipAddr` | json | Customer shipping address |
| ↳ `Balance` | number | Customer or vendor balance |
| ↳ `PrintOnCheckName` | string | Name printed on checks |
| ↳ `PrintOnCheckName` | string | Vendor or employee name printed on checks |
| ↳ `Vendor1099` | boolean | Whether the vendor is tracked for 1099 reporting |
| ↳ `AcctNum` | string | Vendor account number |
| ↳ `Description` | string | Item sales description |
Expand All @@ -192,6 +195,8 @@ List or read one account, class, customer, department, employee, item, or vendor
| ↳ `InvStartDate` | string | Inventory tracking start date |
| ↳ `PrimaryAddr` | json | Employee primary address |
| ↳ `BillableTime` | boolean | Whether employee time is billable |
| ↳ `domain` | string | QuickBooks domain |
| ↳ `sparse` | boolean | Whether this is a sparse entity |
| ↳ `SubClass` | boolean | Whether the Class is nested under another Class |
| ↳ `SubDepartment` | boolean | Whether the Department is nested under another Department |
| `startPosition` | number | One-based position of the first record in this page |
Expand Down Expand Up @@ -296,6 +301,94 @@ Sparse-update a customer in the connected QuickBooks Online company
| ↳ `value` | string | QuickBooks entity ID |
| ↳ `name` | string | QuickBooks entity display name |

### `quickbooks_create_employee`

Create a non-payroll employee profile in the connected QuickBooks Online company

#### Input

| Parameter | Type | Required | Description |
| --------- | ---- | -------- | ----------- |
| `displayName` | string | Yes | Unique employee display name |
| `givenName` | string | No | Employee given name |
| `familyName` | string | No | Employee family name |
| `primaryEmail` | string | No | Employee primary email address |
| `primaryPhone` | string | No | Employee primary phone number |
| `primaryAddress` | json | No | Employee primary address |
| `printOnCheckName` | string | No | Employee name printed on checks |
| `billableTime` | boolean | No | Whether employee time is billable |
| `requestId` | string | No | Optional Intuit idempotency request ID, up to 50 characters |

#### Output

| Parameter | Type | Description |
| --------- | ---- | ----------- |
| `recordId` | string | ID of the created or updated QuickBooks entity |
| `syncToken` | string | Latest sync token required for a subsequent update |
| `time` | string | QuickBooks response timestamp |
| `record` | json | Created QuickBooks Employee record |
| ↳ `Id` | string | QuickBooks entity ID |
| ↳ `SyncToken` | string | Entity sync token |
| ↳ `Active` | boolean | Whether the entity is active |
| ↳ `MetaData` | json | Entity creation and update timestamps |
| ↳ `CreateTime` | string | Entity creation timestamp |
| ↳ `LastUpdatedTime` | string | Entity last-updated timestamp |
| ↳ `DisplayName` | string | Employee display name |
| ↳ `GivenName` | string | Given name |
| ↳ `FamilyName` | string | Family name |
| ↳ `PrintOnCheckName` | string | Employee name printed on checks |
| ↳ `PrimaryEmailAddr` | json | Employee primary email address |
| ↳ `PrimaryPhone` | json | Employee primary phone number |
| ↳ `PrimaryAddr` | json | Employee primary address |
| ↳ `BillableTime` | boolean | Whether employee time is billable |
| ↳ `domain` | string | QuickBooks domain |
| ↳ `sparse` | boolean | Whether this is a sparse entity |

### `quickbooks_update_employee`

Sparse-update a non-payroll employee profile in the connected QuickBooks Online company

#### Input

| Parameter | Type | Required | Description |
| --------- | ---- | -------- | ----------- |
| `employeeId` | string | Yes | ID of the employee to update |
| `syncToken` | string | Yes | Current employee sync token |
| `displayName` | string | No | Replacement employee display name |
| `givenName` | string | No | Replacement employee given name |
| `familyName` | string | No | Replacement employee family name |
| `primaryEmail` | string | No | Replacement employee primary email address |
| `primaryPhone` | string | No | Replacement employee primary phone number |
| `primaryAddress` | json | No | Replacement employee primary address |
| `printOnCheckName` | string | No | Replacement employee name printed on checks |
| `billableTime` | boolean | No | Whether employee time is billable |
| `activeStatus` | string | No | Employee status change: unchanged, active, or inactive |

#### Output

| Parameter | Type | Description |
| --------- | ---- | ----------- |
| `recordId` | string | ID of the created or updated QuickBooks entity |
| `syncToken` | string | Latest sync token required for a subsequent update |
| `time` | string | QuickBooks response timestamp |
| `record` | json | Updated QuickBooks Employee record |
| ↳ `Id` | string | QuickBooks entity ID |
| ↳ `SyncToken` | string | Entity sync token |
| ↳ `Active` | boolean | Whether the entity is active |
| ↳ `MetaData` | json | Entity creation and update timestamps |
| ↳ `CreateTime` | string | Entity creation timestamp |
| ↳ `LastUpdatedTime` | string | Entity last-updated timestamp |
| ↳ `DisplayName` | string | Employee display name |
| ↳ `GivenName` | string | Given name |
| ↳ `FamilyName` | string | Family name |
| ↳ `PrintOnCheckName` | string | Employee name printed on checks |
| ↳ `PrimaryEmailAddr` | json | Employee primary email address |
| ↳ `PrimaryPhone` | json | Employee primary phone number |
| ↳ `PrimaryAddr` | json | Employee primary address |
| ↳ `BillableTime` | boolean | Whether employee time is billable |
| ↳ `domain` | string | QuickBooks domain |
| ↳ `sparse` | boolean | Whether this is a sparse entity |

### `quickbooks_create_vendor`

Create a vendor in the connected QuickBooks Online company
Expand Down Expand Up @@ -524,6 +617,9 @@ List or read one estimate, invoice, sales receipt, payment, credit memo, or refu
| `transactionId` | string | No | QuickBooks transaction ID, required for by-ID reads |
| `startPosition` | number | No | One-based position of the first list record to return |
| `maxResults` | number | No | Number of list records to request \(1–100\) |
| `startDate` | string | No | List transactions on or after this date in YYYY-MM-DD format |
| `endDate` | string | No | List transactions on or before this date in YYYY-MM-DD format |
| `customerId` | string | No | List transactions for one QuickBooks customer ID |

#### Output

Expand Down Expand Up @@ -1417,6 +1513,9 @@ List or read one purchase order, bill, bill payment, vendor credit, or purchase
| `transactionId` | string | No | QuickBooks transaction ID, required for by-ID reads |
| `startPosition` | number | No | One-based position of the first list record to return |
| `maxResults` | number | No | Number of list records to request \(1–100\) |
| `startDate` | string | No | List transactions on or after this date in YYYY-MM-DD format |
| `endDate` | string | No | List transactions on or before this date in YYYY-MM-DD format |
| `vendorId` | string | No | List transactions for one supported QuickBooks vendor ID |

#### Output

Expand Down Expand Up @@ -2282,6 +2381,8 @@ List or read one journal entry, deposit, or transfer
| `transactionId` | string | No | QuickBooks transaction ID, required for by-ID reads |
| `startPosition` | number | No | One-based position of the first list record to return |
| `maxResults` | number | No | Number of list records to request \(1–100\) |
| `startDate` | string | No | List transactions on or after this date in YYYY-MM-DD format |
| `endDate` | string | No | List transactions on or before this date in YYYY-MM-DD format |

#### Output

Expand Down Expand Up @@ -2537,6 +2638,13 @@ Run a fixed QuickBooks financial report with verified accountant-focused filters
| `departmentId` | string | No | Single QuickBooks department ID filter |
| `agingMethod` | string | No | Age open balances from the report date or current date |
| `agingDays` | number | No | Positive number of days in each aging period |
| `transactionType` | string | No | Transaction type filter for Transaction List |
| `groupBy` | string | No | Grouping dimension for Transaction List |
| `accountsPayablePaid` | string | No | Accounts-payable paid status for Transaction List |
| `accountsReceivablePaid` | string | No | Accounts-receivable paid status for Transaction List |
| `clearedStatus` | string | No | Cleared status filter for Transaction List |
| `documentNumber` | string | No | Document number filter for Transaction List |
| `sourceAccountType` | string | No | Source account type filter for Transaction List |

#### Output

Expand Down Expand Up @@ -2584,7 +2692,7 @@ Send a supported QuickBooks transaction by email. This causes an external email
| --------- | ---- | -------- | ----------- |
| `transactionType` | string | Yes | Supported transaction type to email |
| `transactionId` | string | Yes | QuickBooks transaction ID |
| `recipient` | string | No | Optional single recipient override; otherwise QuickBooks uses the stored recipient |
| `recipient` | string | No | Required for Customer Payments; otherwise an optional single recipient override |
| `confirmSend` | boolean | Yes | Explicit confirmation that an external email should be sent |

#### Output
Expand Down
24 changes: 24 additions & 0 deletions apps/sim/app/api/tools/quickbooks/documents.test.ts
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Original file line number Diff line number Diff line change
Expand Up @@ -153,6 +153,30 @@ describe('QuickBooks document API routes', () => {
expect(String(mockFetch.mock.calls[0][0])).toContain('/invoice/A%2FB/pdf')
})

it('accepts Payment through the canonical PDF route contract', async () => {
mockFetch.mockResolvedValueOnce(
new Response('%PDF-1.4 fixture', {
headers: { 'content-type': 'application/pdf' },
})
)

const response = await downloadTransactionPdf(
createMockRequest('POST', {
...auth,
transactionType: 'payment',
transactionId: '42',
})
)

expect(response.status).toBe(200)
await expect(response.json()).resolves.toMatchObject({
success: true,
output: { transactionType: 'payment', transactionId: '42' },
})
expect(mockFetch).toHaveBeenCalledTimes(1)
expect(String(mockFetch.mock.calls[0][0])).toContain('/payment/42/pdf')
})

it('rejects non-PDF and oversized PDF responses', async () => {
mockFetch.mockResolvedValueOnce(
new Response('not a PDF', { headers: { 'content-type': 'text/plain' } })
Expand Down
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