QBO Connector by Meridian

Create any registry-supported QuickBooks entity immediately, preserving caller fields and resolving only registered human-readable references by exact match. Inline data requires a stable operation_id; staged data uses payload_resource_id as its retry key. Intuit validates native field writability. When data contains DocNumber, the number returned by QuickBooks is authoritative and is confirmed in the result. QuickBooks name-list entities cannot be hard-deleted later; call describe_entity first when cleanup or reversibility matters.

create_entity

Create one custom QuickBooks TaxCode and its TaxRate associations immediately through the dedicated TaxService endpoint. Each detail either references an existing rate or creates a new rate for an existing TaxAgency. Automated Sales Tax may override custom codes, and the built-in TAX/NON pseudo codes cannot be created.

create_tax_code_with_rates

Create a QuickBooks Sales Receipt immediately. This is a simplified common-fields schema; use create_entity with entity_type "SalesReceipt" for full-fidelity QuickBooks JSON. Meridian resolves explicit references and maps these fields, while QuickBooks applies accounting validation. When document_number is supplied, the number returned by QuickBooks is authoritative and is confirmed in the result.

create_sales_receipt

Create a QuickBooks Vendor Credit immediately. This is a simplified common-fields schema; use create_entity with entity_type "VendorCredit" for full-fidelity QuickBooks JSON. Meridian resolves explicit references and maps these fields, while QuickBooks applies accounting validation.

create_vendor_credit

Deactivate a QuickBooks customer immediately using the caller-provided current SyncToken. QuickBooks may append ' (deleted)' to DisplayName; reactivation may not restore the prior name.

deactivate_customer

Immediately and permanently delete a QuickBooks attachment. This cannot be undone. Supply a stable operation_id, then call get_attachment immediately beforehand and pass its attachment.sync_token as expected_sync_token.

delete_attachment

Permanently and irreversibly delete a registry-supported, delete-capable QuickBooks entity using a stable operation_id. This requires expected_sync_token from a get_entity read immediately before deletion; for RecurringTransaction, use the nested concrete transaction's SyncToken. Prefer void_entity for transactions that support voiding because it preserves audit history. QuickBooks name-list entities, including Customer, Vendor, Account, and Item, cannot be hard-deleted; use set_entity_active with active=false instead. Call describe_entity and require capabilities.delete=true.

delete_entity

Permanently delete an Invoice, Bill, expense (QuickBooks Online Purchase), SalesReceipt, Deposit, VendorCredit, or JournalEntry immediately after reading its SyncToken with get_transaction. Deletion cannot be undone; prefer void_invoice for an Invoice when preserving audit history is appropriate. This compatibility convenience tool does not cover every delete-capable QuickBooks entity; use delete_entity for BillPayment and other types.

delete_transaction

Describe a registry-supported QuickBooks entity, including operations, query fields, human-readable references, and native-input guidance. Execute this tool and consume its result before constructing a generic or batch mutation; do not plan discovery and mutation in parallel. Its capabilities.delete, capabilities.deactivate, and capabilities.batch flags are authoritative.

describe_entity

Fetch one supported QuickBooks Online report using report-specific filters. Return the resolved native report parameters as quickbooks_request and Intuit's complete parsed JSON body as quickbooks_response, without deriving balances, summarizing values, restructuring rows, or discarding fields. References may use exact business names, account numbers, or QuickBooks Online IDs; a failed exact name returns partial candidates for retry. delivery=auto returns inline when the complete envelope fits and otherwise downloads; delivery=download always returns an authenticated short-lived JSON download.

fetch_quickbooks_report

Return an aged accounts payable report for the selected company. Returns run_report's compact provider-display projection without connector accounting math. On continuation, supply cursor and company_id if needed; omitted settings reuse the saved report. Use fetch_quickbooks_report when the complete native Intuit response is required.

get_aged_payables

Return an aged accounts receivable report for the selected company. Returns run_report's compact provider-display projection without connector accounting math. On continuation, supply cursor and company_id if needed; omitted settings reuse the saved report. Use fetch_quickbooks_report when the complete native Intuit response is required.

get_aged_receivables

Get attachment metadata and a short clickable connector URL that redirects to a fresh QuickBooks-hosted download and expires after 15 minutes. The connector does not retain or proxy file bytes. Note-only Attachables return metadata only.

get_attachment

Return a balance sheet for the selected company. Returns run_report's compact provider-display projection without connector accounting math. On continuation, supply cursor and company_id if needed; omitted settings reuse the saved report. Use fetch_quickbooks_report when the complete native Intuit response is required.

get_balance_sheet

Return a statement of cash flows for the selected company. Returns run_report's compact provider-display projection without connector accounting math. On continuation, supply cursor and company_id if needed; omitted settings reuse the saved report. Use fetch_quickbooks_report when the complete native Intuit response is required.

get_cash_flow

Read QuickBooks Change Data Capture for registry-supported entity types within the 30-day lookback window.

get_changed_entities

Get basic details for one connected QuickBooks company.

get_company_info

Return customer balances. Returns run_report's compact provider-display projection without connector accounting math. On continuation, supply cursor and company_id if needed; omitted settings reuse the saved report. Use fetch_quickbooks_report when the complete native Intuit response is required.

get_customer_balance

Return sales summarized by customer. Returns run_report's compact provider-display projection without connector accounting math. On continuation, supply cursor and company_id if needed; omitted settings reuse the saved report. Use fetch_quickbooks_report when the complete native Intuit response is required.

get_customer_sales

Read one existing QuickBooks expense (Purchase) by ID within the authenticated user's connected private companies. Always requests enhanced custom fields and returns the full native record, including CustomField values and DefinitionId when present; no include flag is needed. The company and expense IDs select this fixed read operation; no public search or arbitrary destinations.

get_expense

Return the general ledger for the selected company. Returns run_report's compact provider-display projection without connector accounting math. On continuation, supply cursor and company_id if needed; omitted settings reuse the saved report. Use fetch_quickbooks_report when the complete native Intuit response is required.

get_general_ledger

Return a short-lived authenticated URL that proxies a QuickBooks invoice PDF without retaining a connector copy.

get_invoice_pdf

Return a profit and loss statement for the selected company. Returns run_report's compact provider-display projection without connector accounting math. On continuation, supply cursor and company_id if needed; omitted settings reuse the saved report. Use fetch_quickbooks_report when the complete native Intuit response is required.

get_profit_and_loss

Read an entity only within the authenticated user's connected private QuickBooks companies, with no public search or arbitrary URLs. Use ID, singleton, or ExchangeRate source currency/date; aliases accepted. Set include=enhancedAllCustomFields for native custom-field values and DefinitionId. Never guess field IDs; confirm CustomField updates with an enhanced read.

get_entity

Read a transaction by ID/type only within the authenticated user's connected private QuickBooks companies, with no public search or arbitrary URLs. Summary includes Purchase PaymentType; preserve it on updates. Set include=enhancedAllCustomFields with detail_level=full for native custom-field values and DefinitionId. Confirm CustomField updates with an enhanced read.

get_transaction

Return a trial balance for the selected company. Returns run_report's compact provider-display projection without connector accounting math. On continuation, supply cursor and company_id if needed; omitted settings reuse the saved report. Use fetch_quickbooks_report when the complete native Intuit response is required.

get_trial_balance

Return vendor balances. Returns run_report's compact provider-display projection without connector accounting math. On continuation, supply cursor and company_id if needed; omitted settings reuse the saved report. Use fetch_quickbooks_report when the complete native Intuit response is required.

get_vendor_balance

Return expenses summarized by vendor. Returns run_report's compact provider-display projection without connector accounting math. On continuation, supply cursor and company_id if needed; omitted settings reuse the saved report. Use fetch_quickbooks_report when the complete native Intuit response is required.

get_vendor_expenses

Immediately link an existing QuickBooks attachment to another supported entity, or update IncludeOnSend for an existing link. Requires operation_id for safe retries and expected_sync_token from a fresh get_attachment read; the connector does not silently select the latest version.

link_attachment

List the QuickBooks companies available to the authenticated connector user and return company_id values for other tools.

list_companies

Read QuickBooks' system-managed sales-tax classification tree with resumable pagination. Omit parent_id to list a level (level 1 by default), or provide a parent TaxClassification ID to list its children. Results use stable QuickBooks ID order so continuation pages cannot skip or duplicate records if Intuit changes the inventory order between calls. Follow continuation_cursor until absent for a complete result. These classifications can be referenced by Items but cannot be created or changed through the Accounting API.

list_tax_classifications

Run one native, read-only SELECT through the QuickBooks Online Accounting API Query operation (Intuit syntax: https://developer.intuit.com/app/developer/qbo/docs/learn/explore-the-quickbooks-online-api/data-queries). Supports SELECT *, SELECT COUNT(*), WHERE with AND, ORDERBY, and resumable pagination; it does not support joins, OR, grouping, or mutations. For SELECT *, follow the top-level has_more and continuation_cursor fields; MAXRESULTS caps the complete logical result across those pages, while page_size controls each call. Intuit's nested query_response.totalCount may be page-relative. Use SELECT COUNT(*) where supported for a fixed count.

query

Generic compact report tool. Supply report_type initially; on continuation, supply cursor and company_id if needed and omit the original settings to reuse them. Explicit setting changes are rejected. For dynamic report selection, Aged Receivables Detail, A/P Aging Detail, Transaction List with native cleared-status filtering, or filters unavailable in named tools, such as an account-filtered General Ledger. Otherwise use the matching named tool. Returns Intuit display values and optional paginated structural rows without parsing numbers, inferring totals, deriving balances, or reconciling. Treat Columns metadata and ColData IDs as authoritative because QuickBooks Online report rows and sections are not fixed relational records. projection_warnings flags unexpected omissions; use fetch_quickbooks_report for native JSON.

run_report

Search the QuickBooks chart of accounts using supported filters.

search_accounts

Search QuickBooks attachment metadata by exact filename, content type, or category.

search_attachments

Search QuickBooks classes or departments.

search_dimensions

Search QuickBooks customers using supported filters.

search_customers

Search QuickBooks products and services using supported filters.

search_items

Search any queryable QuickBooks entity with structured filters. Entity aliases are accepted; filter and sort fields are validated against the entity registry. TotalAmt accepts finite decimal comparisons only and is unavailable on purchases, deposits, and journal entries.

search_entities

Search one QuickBooks transaction type using supported filters. Amount filtering is available for invoices, bills, sales receipts, vendor credits, and bill payments; QuickBooks does not support it for expenses, deposits, or journal entries.

search_transactions