feat(quickbooks): add accountant filters by BillLeoutsakosvl346 · Pull Request #6208 · simstudioai/sim

BillLeoutsakosvl346 · 2026-08-03T17:18:22Z

Summary

add bounded Create Employee and Update Employee operations without exposing payroll, tax, bank, or government-ID fields
add Transaction List reporting with typed accountant controls and extend existing readers with safe typed filters
support Customer Payment for email and PDF document operations
keep the integration bounded: fixed entities/endpoints, max 100 results, no raw queries, return-all, automatic pagination, deletes, or retries

This is stacked on feat/quickbooks-06-documents and must not be merged before its parent.

Validation

16 accumulated QuickBooks/OAuth/serializer/redaction/route test files: 469 tests passed locally
independent GPT-5.6 Sol max review against staging: clean approval after five findings were fixed
reviewer verification: 296 QuickBooks tests passed
full TypeScript type-check
tool metadata check (4,413 tools)
API validation (1,006/1,006 routes)
bare-icon and client-boundary checks
format and lint checks (only two existing unrelated terminal-session warnings)
git diff --check

Notes

no live Intuit sandbox calls were made by the implementation/review agents
the roadmap file lives outside the sim repository and was updated locally, so it is not part of this PR

vercel · 2026-08-03T17:18:29Z

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Project	Deployment	Actions	Updated (UTC)
docs	Ready	Preview	Aug 3, 2026 11:20pm

cursor · 2026-08-03T17:20:54Z

PR Summary

Medium Risk
Adds new QuickBooks mutations and list/report filters that affect live company data and external email/PDF delivery, but changes stay bounded with typed inputs and existing confirmation patterns.

Overview
Extends the QuickBooks block and docs with accountant-oriented read filters, non-payroll employee create/update, Transaction List reporting, and Customer Payment email/PDF support.

Read Master Data list mode gains an active status filter. Sales, purchasing, and accounting transaction list reads add optional start/end dates; sales lists can filter by customer ID, and purchasing lists by vendor ID (with purchase/expense vendor filtering intentionally not exposed).

Create Employee and Update Employee add bounded profile fields (contact, address, billable time, print-on-check name) without payroll or tax fields. Run Financial Report includes Transaction List with typed filters (transaction type, group by, A/P and A/R paid status, cleared status, document number, source account type).

Email Transaction and Download Transaction PDF now accept Customer Payment; recipient is required for payment emails. Integration metadata bumps the operation count to 47; docs and a PDF route test cover the new surface.

^{Reviewed by Cursor Bugbot for commit 1fe0e0b. Bugbot is set up for automated code reviews on this repo. Configure here.}

greptile-apps · 2026-08-03T17:23:37Z

Greptile Summary

The PR expands the bounded QuickBooks integration with employee create/update operations, typed accountant filters, Transaction List reporting, and Customer Payment document support.

Adds allowlisted non-payroll employee mutation tools with sanitized outputs.
Adds date, entity, active-status, and Transaction List report filters.
Extends Customer Payment support to PDF download and confirmed email delivery.
Updates block configuration, tool registration, generated metadata, tests, and documentation.

Confidence Score: 5/5

The PR appears safe to merge within the eligible follow-up-review scope.

No blocking failure remains.

Important Files Changed

Filename	Overview
apps/sim/blocks/blocks/quickbooks.ts	Adds UI controls and typed execution mappings for employee operations, filtered reads, Transaction List reports, and Customer Payment documents.
apps/sim/tools/quickbooks/utils.ts	Centralizes bounded query construction, Transaction List parameter mapping, list-only validation, and employee response sanitization.
apps/sim/tools/quickbooks/create_employee.ts	Adds an allowlisted non-payroll employee creation request with bounded response handling.
apps/sim/tools/quickbooks/update_employee.ts	Adds sparse employee updates with required identifiers, empty-update rejection, and allowlisted outputs.
apps/sim/tools/quickbooks/run_financial_report.ts	Exposes typed Transaction List report controls through the registered report tool.
apps/sim/tools/quickbooks/read_sales_transactions.ts	Adds bounded date and customer filters for list reads while rejecting filters in by-ID mode.
apps/sim/tools/quickbooks/read_purchasing_transactions.ts	Adds bounded date and supported vendor filters while excluding Purchase’s incompatible reference contract.
apps/sim/tools/quickbooks/read_master_data.ts	Adds active-status list filtering and reuses the strict employee sanitizer.
apps/sim/tools/quickbooks/email_transaction.ts	Supports Customer Payment email operations and requires an explicit recipient for that transaction type.
apps/sim/tools/quickbooks/types.ts	Extends QuickBooks contracts for employee mutations, filtered reads, Transaction List controls, and Payment documents.

Flowchart

%%{init: {'theme': 'neutral'}}%%
flowchart LR
  UI[QuickBooks block inputs] --> Map[Typed parameter mapping]
  Map --> Tools[Registered QuickBooks tools]
  Tools --> Employee[Employee create/update]
  Tools --> Reads[Filtered entity and transaction reads]
  Tools --> Reports[Transaction List reports]
  Tools --> Docs[Payment PDF and email operations]
  Employee --> Sanitize[Allowlisted employee output sanitizer]
  Reads --> QBO[QuickBooks Online API]
  Reports --> QBO
  Docs --> QBO
  Sanitize --> Workflow[Workflow outputs]
  QBO --> Workflow

_{Reviews (2): Last reviewed commit: "fix(quickbooks): require recipient for p..." | Re-trigger Greptile}

BillLeoutsakosvl346 · 2026-08-03T17:29:14Z

@cursor review

cursor

✅ Bugbot reviewed your changes and found no new issues!

1 issue from previous review remains unresolved.

Comment @cursor review or bugbot run to trigger another review on this PR

^{Reviewed by Cursor Bugbot for commit fc6fa6f. Configure here.}

BillLeoutsakosvl346 · 2026-08-03T17:40:44Z

@greptile-apps please review the latest commit ddc8766.

* feat(quickbooks): add document and attachment tools * feat(quickbooks): add bounded document file routes * feat(quickbooks): expose document workflows * fix(quickbooks): enforce attachment upload bounds * fix(quickbooks): tighten document handling * fix(quickbooks): align file response limits * test(quickbooks): cover missing PDF content type * test(quickbooks): cover attachment MIME fallback * fix(quickbooks): redact attachment access URLs * fix(quickbooks): store downloaded documents safely * fix(quickbooks): stop cancelled attachment downloads * fix(quickbooks): correct document schemas and upload bytes * chore(quickbooks): sync document catalog * feat(quickbooks): add accountant filters (#6208) * feat(quickbooks): add safe n8n parity tools * feat(quickbooks): expose accountant parity options * fix(quickbooks): address parity review findings * fix(quickbooks): require recipient for payment email * chore(quickbooks): sync parity catalog --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>

* feat(quickbooks): add verified financial report contracts * feat(quickbooks): expose reports in block and catalog * test(quickbooks): cover null report filters * fix(quickbooks): expose report header time * chore(quickbooks): sync reports catalog * feat(quickbooks): add documents and attachments (#6200) * feat(quickbooks): add document and attachment tools * feat(quickbooks): add bounded document file routes * feat(quickbooks): expose document workflows * fix(quickbooks): enforce attachment upload bounds * fix(quickbooks): tighten document handling * fix(quickbooks): align file response limits * test(quickbooks): cover missing PDF content type * test(quickbooks): cover attachment MIME fallback * fix(quickbooks): redact attachment access URLs * fix(quickbooks): store downloaded documents safely * fix(quickbooks): stop cancelled attachment downloads * fix(quickbooks): correct document schemas and upload bytes * chore(quickbooks): sync document catalog * feat(quickbooks): add accountant filters (#6208) * feat(quickbooks): add safe n8n parity tools * feat(quickbooks): expose accountant parity options * fix(quickbooks): address parity review findings * fix(quickbooks): require recipient for payment email * chore(quickbooks): sync parity catalog --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>

* feat(quickbooks): link bills to purchase order lines * docs(quickbooks): document observable bill linking * fix(quickbooks): document purchase order link identifiers * fix(quickbooks): keep shared line example valid * chore(quickbooks): sync bill linking catalog * feat(quickbooks): add accountant-focused financial reports (#6197) * feat(quickbooks): add verified financial report contracts * feat(quickbooks): expose reports in block and catalog * test(quickbooks): cover null report filters * fix(quickbooks): expose report header time * chore(quickbooks): sync reports catalog * feat(quickbooks): add documents and attachments (#6200) * feat(quickbooks): add document and attachment tools * feat(quickbooks): add bounded document file routes * feat(quickbooks): expose document workflows * fix(quickbooks): enforce attachment upload bounds * fix(quickbooks): tighten document handling * fix(quickbooks): align file response limits * test(quickbooks): cover missing PDF content type * test(quickbooks): cover attachment MIME fallback * fix(quickbooks): redact attachment access URLs * fix(quickbooks): store downloaded documents safely * fix(quickbooks): stop cancelled attachment downloads * fix(quickbooks): correct document schemas and upload bytes * chore(quickbooks): sync document catalog * feat(quickbooks): add accountant filters (#6208) * feat(quickbooks): add safe n8n parity tools * feat(quickbooks): expose accountant parity options * fix(quickbooks): address parity review findings * fix(quickbooks): require recipient for payment email * chore(quickbooks): sync parity catalog --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>

* feat(quickbooks): add accounting transaction tools * feat(quickbooks): expose accounting operations * docs(quickbooks): generate accounting catalog * fix(quickbooks): preserve accounting amount precision * fix(quickbooks): balance journal entries in exact cents * fix(quickbooks): include account in deposit updates * chore(quickbooks): sync accounting catalog * feat(quickbooks): add observable PO-to-bill linking (#6194) * feat(quickbooks): link bills to purchase order lines * docs(quickbooks): document observable bill linking * fix(quickbooks): document purchase order link identifiers * fix(quickbooks): keep shared line example valid * chore(quickbooks): sync bill linking catalog * feat(quickbooks): add accountant-focused financial reports (#6197) * feat(quickbooks): add verified financial report contracts * feat(quickbooks): expose reports in block and catalog * test(quickbooks): cover null report filters * fix(quickbooks): expose report header time * chore(quickbooks): sync reports catalog * feat(quickbooks): add documents and attachments (#6200) * feat(quickbooks): add document and attachment tools * feat(quickbooks): add bounded document file routes * feat(quickbooks): expose document workflows * fix(quickbooks): enforce attachment upload bounds * fix(quickbooks): tighten document handling * fix(quickbooks): align file response limits * test(quickbooks): cover missing PDF content type * test(quickbooks): cover attachment MIME fallback * fix(quickbooks): redact attachment access URLs * fix(quickbooks): store downloaded documents safely * fix(quickbooks): stop cancelled attachment downloads * fix(quickbooks): correct document schemas and upload bytes * chore(quickbooks): sync document catalog * feat(quickbooks): add accountant filters (#6208) * feat(quickbooks): add safe n8n parity tools * feat(quickbooks): expose accountant parity options * fix(quickbooks): address parity review findings * fix(quickbooks): require recipient for payment email * chore(quickbooks): sync parity catalog --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain>

* feat(quickbooks): add safe purchasing and payables tools * feat(quickbooks): expose purchasing and payables operations * docs(quickbooks): document purchasing and payables tools * fix(quickbooks): require current purchase payment type * fix(quickbooks): allow rounded purchasing line totals * fix(quickbooks): generate purchasing arrays correctly * fix(quickbooks): validate bill payment accounts * fix(quickbooks): validate bill allocations before account lookup * chore(tools): sync purchasing metadata * fix(quickbooks): sanitize bill payment faults * feat(quickbooks): add general accounting operations (#6185) * feat(quickbooks): add accounting transaction tools * feat(quickbooks): expose accounting operations * docs(quickbooks): generate accounting catalog * fix(quickbooks): preserve accounting amount precision * fix(quickbooks): balance journal entries in exact cents * fix(quickbooks): include account in deposit updates * chore(quickbooks): sync accounting catalog * feat(quickbooks): add observable PO-to-bill linking (#6194) * feat(quickbooks): link bills to purchase order lines * docs(quickbooks): document observable bill linking * fix(quickbooks): document purchase order link identifiers * fix(quickbooks): keep shared line example valid * chore(quickbooks): sync bill linking catalog * feat(quickbooks): add accountant-focused financial reports (#6197) * feat(quickbooks): add verified financial report contracts * feat(quickbooks): expose reports in block and catalog * test(quickbooks): cover null report filters * fix(quickbooks): expose report header time * chore(quickbooks): sync reports catalog * feat(quickbooks): add documents and attachments (#6200) * feat(quickbooks): add document and attachment tools * feat(quickbooks): add bounded document file routes * feat(quickbooks): expose document workflows * fix(quickbooks): enforce attachment upload bounds * fix(quickbooks): tighten document handling * fix(quickbooks): align file response limits * test(quickbooks): cover missing PDF content type * test(quickbooks): cover attachment MIME fallback * fix(quickbooks): redact attachment access URLs * fix(quickbooks): store downloaded documents safely * fix(quickbooks): stop cancelled attachment downloads * fix(quickbooks): correct document schemas and upload bytes * chore(quickbooks): sync document catalog * feat(quickbooks): add accountant filters (#6208) * feat(quickbooks): add safe n8n parity tools * feat(quickbooks): expose accountant parity options * fix(quickbooks): address parity review findings * fix(quickbooks): require recipient for payment email * chore(quickbooks): sync parity catalog --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local>

* feat(quickbooks): add bounded sales transaction reads * feat(quickbooks): add sales and receivables mutations * feat(quickbooks): expose sales operations in the block * fix(quickbooks): address independent sales review * fix(quickbooks): address final integration review * fix(quickbooks): clarify master data output metadata * fix(quickbooks): mark sales pagination outputs optional * fix(quickbooks): validate calculated sales amounts * fix(quickbooks): generate sales arrays correctly * fix(quickbooks): align sales metadata conditions * chore(tools): sync sales metadata * feat(quickbooks): add purchasing and payables (#6159) * feat(quickbooks): add safe purchasing and payables tools * feat(quickbooks): expose purchasing and payables operations * docs(quickbooks): document purchasing and payables tools * fix(quickbooks): require current purchase payment type * fix(quickbooks): allow rounded purchasing line totals * fix(quickbooks): generate purchasing arrays correctly * fix(quickbooks): validate bill payment accounts * fix(quickbooks): validate bill allocations before account lookup * chore(tools): sync purchasing metadata * fix(quickbooks): sanitize bill payment faults * feat(quickbooks): add general accounting operations (#6185) * feat(quickbooks): add accounting transaction tools * feat(quickbooks): expose accounting operations * docs(quickbooks): generate accounting catalog * fix(quickbooks): preserve accounting amount precision * fix(quickbooks): balance journal entries in exact cents * fix(quickbooks): include account in deposit updates * chore(quickbooks): sync accounting catalog * feat(quickbooks): add observable PO-to-bill linking (#6194) * feat(quickbooks): link bills to purchase order lines * docs(quickbooks): document observable bill linking * fix(quickbooks): document purchase order link identifiers * fix(quickbooks): keep shared line example valid * chore(quickbooks): sync bill linking catalog * feat(quickbooks): add accountant-focused financial reports (#6197) * feat(quickbooks): add verified financial report contracts * feat(quickbooks): expose reports in block and catalog * test(quickbooks): cover null report filters * fix(quickbooks): expose report header time * chore(quickbooks): sync reports catalog * feat(quickbooks): add documents and attachments (#6200) * feat(quickbooks): add document and attachment tools * feat(quickbooks): add bounded document file routes * feat(quickbooks): expose document workflows * fix(quickbooks): enforce attachment upload bounds * fix(quickbooks): tighten document handling * fix(quickbooks): align file response limits * test(quickbooks): cover missing PDF content type * test(quickbooks): cover attachment MIME fallback * fix(quickbooks): redact attachment access URLs * fix(quickbooks): store downloaded documents safely * fix(quickbooks): stop cancelled attachment downloads * fix(quickbooks): correct document schemas and upload bytes * chore(quickbooks): sync document catalog * feat(quickbooks): add accountant filters (#6208) * feat(quickbooks): add safe n8n parity tools * feat(quickbooks): expose accountant parity options * fix(quickbooks): address parity review findings * fix(quickbooks): require recipient for payment email * chore(quickbooks): sync parity catalog --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain>

* feat(quickbooks): add master data and CRUD tools * feat(quickbooks): expose compact master data operations * docs(quickbooks): document master data actions * fix(quickbooks): harden master data outputs * fix(redaction): preserve workflow state tokens * fix(quickbooks): address integration review findings * fix(quickbooks): align item updates and generated docs * fix(quickbooks): sanitize customer tax identifiers * fix(quickbooks): preserve read-write compatibility * fix(quickbooks): use action-first operation labels * test(quickbooks): align operation label expectations * fix(quickbooks): align catalog operation labels * fix(redaction): cover namespaced secret fields * fix(quickbooks): expose master data pagination metadata * fix(quickbooks): omit null optional values * fix(quickbooks): validate master data inputs * chore(tools): sync master data metadata * fix(redaction): anchor workflow token allowlist * feat(quickbooks): add sales and accounts receivable (#6130) * feat(quickbooks): add bounded sales transaction reads * feat(quickbooks): add sales and receivables mutations * feat(quickbooks): expose sales operations in the block * fix(quickbooks): address independent sales review * fix(quickbooks): address final integration review * fix(quickbooks): clarify master data output metadata * fix(quickbooks): mark sales pagination outputs optional * fix(quickbooks): validate calculated sales amounts * fix(quickbooks): generate sales arrays correctly * fix(quickbooks): align sales metadata conditions * chore(tools): sync sales metadata * feat(quickbooks): add purchasing and payables (#6159) * feat(quickbooks): add safe purchasing and payables tools * feat(quickbooks): expose purchasing and payables operations * docs(quickbooks): document purchasing and payables tools * fix(quickbooks): require current purchase payment type * fix(quickbooks): allow rounded purchasing line totals * fix(quickbooks): generate purchasing arrays correctly * fix(quickbooks): validate bill payment accounts * fix(quickbooks): validate bill allocations before account lookup * chore(tools): sync purchasing metadata * fix(quickbooks): sanitize bill payment faults * feat(quickbooks): add general accounting operations (#6185) * feat(quickbooks): add accounting transaction tools * feat(quickbooks): expose accounting operations * docs(quickbooks): generate accounting catalog * fix(quickbooks): preserve accounting amount precision * fix(quickbooks): balance journal entries in exact cents * fix(quickbooks): include account in deposit updates * chore(quickbooks): sync accounting catalog * feat(quickbooks): add observable PO-to-bill linking (#6194) * feat(quickbooks): link bills to purchase order lines * docs(quickbooks): document observable bill linking * fix(quickbooks): document purchase order link identifiers * fix(quickbooks): keep shared line example valid * chore(quickbooks): sync bill linking catalog * feat(quickbooks): add accountant-focused financial reports (#6197) * feat(quickbooks): add verified financial report contracts * feat(quickbooks): expose reports in block and catalog * test(quickbooks): cover null report filters * fix(quickbooks): expose report header time * chore(quickbooks): sync reports catalog * feat(quickbooks): add documents and attachments (#6200) * feat(quickbooks): add document and attachment tools * feat(quickbooks): add bounded document file routes * feat(quickbooks): expose document workflows * fix(quickbooks): enforce attachment upload bounds * fix(quickbooks): tighten document handling * fix(quickbooks): align file response limits * test(quickbooks): cover missing PDF content type * test(quickbooks): cover attachment MIME fallback * fix(quickbooks): redact attachment access URLs * fix(quickbooks): store downloaded documents safely * fix(quickbooks): stop cancelled attachment downloads * fix(quickbooks): correct document schemas and upload bytes * chore(quickbooks): sync document catalog * feat(quickbooks): add accountant filters (#6208) * feat(quickbooks): add safe n8n parity tools * feat(quickbooks): expose accountant parity options * fix(quickbooks): address parity review findings * fix(quickbooks): require recipient for payment email * chore(quickbooks): sync parity catalog --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain> --------- Co-authored-by: Bill Leoutsakos <billleoutsakos@Bills-MacBook-Pro.local> Co-authored-by: Bill Leoutsakos <billleoutsakos@Mac.localdomain>

BillLeoutsakosvl346 marked this pull request as ready for review August 3, 2026 17:20

waleedlatif1 changed the title ~~feat(quickbooks): add safe n8n parity and accountant filters~~ feat(quickbooks): add accountant filters Aug 3, 2026

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BillLeoutsakosvl346 force-pushed the feat/quickbooks-06-documents branch from af5a745 to 92f8d28 Compare August 3, 2026 22:10

BillLeoutsakosvl346 force-pushed the feat/quickbooks-07-n8n-parity branch from ddc8766 to dcd6881 Compare August 3, 2026 22:21

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Bill Leoutsakos added 5 commits August 3, 2026 16:13

feat(quickbooks): add safe n8n parity tools

2b966f9

feat(quickbooks): expose accountant parity options

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fix(quickbooks): address parity review findings

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fix(quickbooks): require recipient for payment email

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chore(quickbooks): sync parity catalog

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BillLeoutsakosvl346 merged commit 69d5c90 into feat/quickbooks-06-documents Aug 3, 2026
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feat(quickbooks): add accountant filters - #6208

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