Query and list all customers in QuickBooks. Use this to find customers by name, email, or other criteria. Supports filtering with SQL-like WHERE clauses (e.g., "Active = true"). Returns basic customer information including display name, email, phone, and billing address. Maximum 1000 results per query.

Retrieve detailed information about a specific customer by ID. Returns complete customer details including contact information, billing/shipping addresses, balance, payment terms, and custom fields. Use this when you have a customer ID and need their full profile.

Create a new customer in QuickBooks. At minimum, you must provide DisplayName. Optionally include contact details (email, phone), billing/shipping addresses, payment terms, and tax information. Returns the newly created customer with its assigned ID.

Update an existing customer in QuickBooks. You must provide the customer ID and SyncToken (use Get Customer to retrieve current SyncToken). Only include fields you want to change - QuickBooks uses sparse update. Returns the updated customer information.

Query and list invoices in QuickBooks. Use this to find invoices by customer, date range, status, or amount. Supports SQL-like filtering (e.g., "TotalAmt > '1000'"). Returns invoice summary including customer, date, total amount, balance, and status. Use Get Invoice for complete line item details.

Retrieve complete details of a specific invoice by ID. Returns full invoice information including all line items, customer details, amounts, taxes, payment status, and custom fields. Use this to get the full invoice with all its line item details.

Create a new invoice in QuickBooks. Required fields: CustomerRef (customer ID) and at least one Line item. Line items need Amount and either DetailType of 'SalesItemLineDetail' with ItemRef (product/service ID) or 'DescriptionOnly'. Optionally specify due date, terms, memo, and email delivery. Returns the created invoice with assigned invoice number.

Download an invoice as a PDF file. Returns the PDF content of the specified invoice. Use this to get a printable or emailable version of the invoice. The response will be a PDF document.

Query and list all vendors in QuickBooks. Use this to find vendors by name or status. Supports SQL-like filtering (e.g., "Active = true"). Returns vendor information including display name, email, phone, and address. Use this for vendor management and bill payment workflows.

Retrieve detailed information about a specific vendor by ID. Returns complete vendor details including contact information, payment terms, tax ID, and account numbers. Use this when you need full vendor profile for bill payment or purchase order creation.