QuickBooks
QuickBooks is a comprehensive accounting software that manages financial transactions, invoicing, and business reporting with robust API capabilities for automated bookkeeping.
Example Use Cases
Automated Invoice Processing
Automatically create invoices, track payments, and sync transaction data from other business systems.
Customer Management
Sync customer records between systems, maintain up-to-date contact information, and track customer billing details.
Supported Actions
Invoice Operations
- Create new invoices for customers with line items
- Retrieve list of all invoices with pagination
- Delete invoices
- Search invoices by specific criteria
Customer Operations
- Create new customers
- Update existing customer records
- Retrieve customer records with pagination
- Search customers by specific criteria
Financial Reporting
- Track expenses and payments
- Generate financial reports
Frequently Asked Questions
How does QuickBooks integration ensure data accuracy?
Durable validates all financial data before posting to QuickBooks, checks for duplicate transactions, and maintains detailed audit logs for compliance and reconciliation purposes.
Can I update existing customer information?
Yes! The create or update customer function automatically detects existing customers by ID and updates their information, or creates new ones if no ID is provided.
How are invoices structured?
Invoices require a customer reference and line items (products/services). Each line item includes descriptions, quantities, rates, and amounts, automatically calculating totals.
What search capabilities are available?
Both invoices and customers support criteria-based searches with pagination, allowing you to find specific records efficiently even with large datasets.
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