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AppsQuickBooks ToolsQuickbooks Get Reports
QuickBooks Tools

Quickbooks Get Reports

Retrieve QuickBooks reports such as TransactionList, BalanceSheet, ProfitAndLoss, and others. Use when you need to access standardized financial or transaction reports with flexible filtering options.

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Use Quickbooks Get Reports

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Inputs

  • vendorstring
    Vendor ID or comma-separated list of vendor IDs to filter the report. Only transactions related to these vendors will be included. Use Vendor.Id value from the Vendor object.
  • clearedstring
    Filter for transaction cleared status. Options: 'All', 'Cleared', 'Uncleared', 'Reconciled'. Note that 'cleared' can only be used as a filter parameter, not as a column in the result.
  • columnsstring
    Comma-separated list of column types to include in the report. For example: 'tx_date,txn_type,doc_num,name,memo,account,amount'. If not specified, the report uses default columns.
  • sort_bystring
    Column type to use for sorting report rows. Common values include 'tx_date', 'txn_type', 'amount', etc. Must be a column that exists in the report.
  • customerstring
    Customer ID or comma-separated list of customer IDs to filter the report. Only transactions related to these customers will be included. Use Customer.Id value from the Customer object.
  • end_datestring
    Report end date in YYYY-MM-DD format. Used to filter transactions or data up to this date. If not provided, the report uses its default end date or date_macro setting.
  • group_bystring
    Column type to use for grouping report rows. Common values include 'Customer', 'Vendor', 'Account', etc. Groups transactions by the specified entity type.
  • date_macrostring
    Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
  • sort_orderstring
    The sort order.
  • start_datestring
    Report start date in YYYY-MM-DD format. Used to filter transactions or data from this date onwards. If not provided, the report uses its default start date or date_macro setting.
  • report_datestring
    Start date to use for the report, in the format YYYY-MM-DD.
  • report_namestring
    Required
    The name of the report to retrieve. For example: 'TransactionList', 'BalanceSheet', 'ProfitAndLoss', 'CashFlow', etc. This is the report type identifier used in the QuickBooks API endpoint.

Observable output

  • data
    Required
    Data from the action execution
  • errorstring
    Error if any occurred during the execution of the action
  • successfulboolean
    Required
    Whether or not the action execution was successful or not

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