QuickBooks Online is designed to help you manage your business finances with ease.
65 actions Leo can use in the apps and agents it builds for you: 45 that read QuickBooks data, 20 that create or update it.
Retrieves available options for the Vendor Reference field.
Retrieves available options for the Vendor IDs field.
Retrieves available options for the Time Activity ID field.
Retrieves available options for the Term IDs field.
Retrieves available options for the Tax Code ID field.
Retrieves available options for the Tax Classification ID field.
Retrieves available options for the Sales Receipt ID field.
Retrieves available options for the Purchase Order ID field.
Retrieves available options for the Purchase ID field.
Retrieves available options for the Payment Method field.
Retrieves available options for the Payment ID field.
Retrieves available options for the Item ID field.
Retrieves available options for the Invoice ID field.
Retrieves available options for the Estimate ID field.
Retrieves available options for the Employee IDs field.
Retrieves available options for the Department IDs field.
Retrieves available options for the Customer Type field.
Retrieves available options for the Customer Reference field.
Retrieves available options for the Currency Code field.
Retrieves available options for the Class IDs field.
Retrieves available options for the Bill ID field.
Retrieves available options for the Account IDs field.
Lists open invoices whose due date is before today in the company's time zone (from CompanyInfo.DefaultTimeZone when available). Optionally supply a full Invoice query to override the default filter.
Docs ↗Lists invoices with an outstanding balance (open invoices). Optionally supply a full query to override the default filter.
Docs ↗Searches for vendors.
Docs ↗Searches for time activities.
Docs ↗Search for services.
Docs ↗Performs a search query against a Quickbooks entity.
Docs ↗Searches for purchases.
Docs ↗Search for products.
Docs ↗Searches for items.
Docs ↗Searches for invoices.
Docs ↗Searches for customers.
Docs ↗Search for accounts.
Docs ↗Returns info about an activity.
Docs ↗Returns details about a sales receipt.
Docs ↗Returns info about a purchase.
Docs ↗Returns details about a purchase order.
Docs ↗Returns info about a payment.
Docs ↗Gets info about a company.
Docs ↗Returns info about an invoice.
Docs ↗Returns info about a customer.
Docs ↗Retrieves the cash flow report from Quickbooks Online.
Docs ↗Returns info about a bill.
Docs ↗Retrieves the balance sheet report from Quickbooks Online.
Docs ↗Voids an invoice.
Docs ↗Updates an item.
Docs ↗Updates an invoice.
Docs ↗Updates an estimate.
Docs ↗Updates a customer.
Docs ↗Sparse updating provides the ability to update a subset of properties for a given object; only elements specified in the request are updated. Missing elements are left untouched. The ID of the object to update is specified in the request body.
Docs ↗Sends an invoice by email.
Docs ↗Sends an estimate by email.
Docs ↗Delete a specific purchase.
Docs ↗Creates a sales receipt.
Docs ↗Creates a new purchase.
Docs ↗Creates a purchase order.
Docs ↗Creates a profit and loss report in Quickbooks Online.
Docs ↗Creates a payment.
Docs ↗Creates an invoice.
Docs ↗Creates an estimate.
Docs ↗Creates a customer.
Docs ↗Creates a bill.
Docs ↗Creates an AP aging report in Quickbooks Online.
Docs ↗Searches for invoices. See docs here
Leo connects QuickBooks to the ERP your business already runs on: the records it reads in QuickBooks land in your ERP, and what changes in the ERP flows back.
Authorize QuickBooks once, in a couple of clicks. Leo only gets the permissions you grant.
In plain language: the dashboard, portal or agent you want across QuickBooks and your ERP. No code, no mapping spreadsheets.
Leo builds it, you review, it goes live. Agents run on a schedule or on events, under the guardrails you set.
