Aident Loadout を通じて QuickBooks Tools の Quickbooks Customer Balance Report を使用します。実行前に入力、出力、設定、料金、リスクを確認できます。
Generate a customer balance report in QuickBooks showing outstanding balances for customers. Can filter by specific customers, date ranges, payment status, and accounting method. Returns a hierarchical report with customer names, IDs, and their current balance amounts.
qzurlstringSpecifies whether Quick Zoom URL information should be generated for rows in the report.
arpaidstringFilter by payment status. 'All' includes all balances, 'Paid' shows only paid invoices, 'Unpaid' shows only outstanding balances. If not specified, defaults to showing all.
date_macrostringPredefined 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_orderstringThe sort order.
report_datestringStart date to use for the report, in the format YYYY-MM-DD.
customer_idsarrayList of customer IDs to filter the report. If not provided, the report includes all customers. Each ID should be the Customer.Id value from the Customer object (e.g., ['1', '2', '10']).
department_idsarrayOne or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_methodstringThe accounting method used in the report.
summarize_column_bystringThe criteria by which to group the report results.
data必須Data from the action execution
errorstringError if any occurred during the execution of the action
successful必須booleanWhether or not the action execution was successful or not
OAuth 接続。リスクレベル 2/5。
無料 Action
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