Added value: +"https://json-schema.org/draft/2020-12/schema"

Previous value: -"Only these accounts (Account.Id list). For one account's transactions run GeneralLedger with accountIds. Works on: ProfitAndLoss, GeneralLedger, ProfitAndLossDetail."New value: +"P&L, GeneralLedger, P&L detail."

Previous value: -"Deleted or live accounts. Works on: AccountList."New value: +"AccountList."

Previous value: -"Only accounts of this type. Works on: AccountList, GeneralLedger, ProfitAndLossDetail."New value: +"AccountList, GeneralLedger, P&L detail."

Previous value: -"Omit for the company default basis (qbCompanyProfile reportBasis). BudgetVsActuals defaults to Accrual. Refused on the agings, balances, transaction lists, JournalReport, AccountList and inventory: same numbers either way."New value: +"Omit for the company basis."

Previous value: -"Multi-currency companies: include unrealized gains and losses. Works on: ProfitAndLoss, ProfitAndLossByClass, BalanceSheet, ProfitAndLossDetail."New value: +"Multi-currency P&L and BalanceSheet."

Previous value: -"Days per aging bucket (default 30). Works on: AgedReceivablesDetail, AgedPayablesDetail, AgedReceivables, AgedPayables."New value: +"Days per bucket (30)."

Removed value: -"Exact transaction amount. Works on: the transaction lists except WithSplits."

Previous value: -"Payable documents: All, Paid or Unpaid. Works on: the transaction lists except WithSplits, VendorBalance, VendorBalanceDetail."New value: +"Also VendorBalance[Detail]."

Previous value: -"Receivable documents: All, Paid or Unpaid. Works on: the transaction lists except WithSplits, CustomerBalance, CustomerBalanceDetail."New value: +"Also CustomerBalance[Detail]."

Previous value: -"BudgetVsActuals only. Omit to use the one active budget covering the period; when several or none do, the result lists the budgets to pick from."New value: +"BudgetVsActuals; omit for the active budget."

Removed value: -"Only these classes (Class.Id list; needs class tracking)."

Removed value: -"Bank-reconciliation status. Works on: the transaction lists."

Previous value: -"Column keys to return, in QuickBooks' own order. The money key differs per report: subt_nat_amount (TransactionList, GeneralLedger, ProfitAndLossDetail), amount (TransactionListByCustomer, TransactionListWithSplits), nat_amount (TransactionListByVendor), debt_amt/credit_amt (JournalReport). TransactionList has no split or other-account column: use TransactionListWithSplits, or GeneralLedger, where split_acc stands in for account_name (as on ProfitAndLossDetail). Choosing columns on GeneralLedger/ProfitAndLossDetail drops the subtotal rows. Works on: the transaction lists, the aging and balance details, AccountList, GeneralLedger, JournalReport, ProfitAndLossDetail."New value: +"Detail/list reports; drops subtotals."

Added value: +{
+  "type": "string"
+}

Removed value: -"Only these customers (Customer.Id list)."

Removed value: -"Only these locations/departments (Department.Id list; needs location tracking)."

Previous value: -"The dimension to total by. Works on: SalesByDimension."New value: +"SalesByDimension."

Removed value: -"Document/reference number to match. Works on: the transaction lists, GeneralLedger, JournalReport."

Previous value: -"Only documents due on or before this date. Works on: the transaction lists except WithSplits, the aging and balance details."New value: +"Also agings/balance details."

Previous value: -"Only documents due on or after this date. Works on: the transaction lists except WithSplits, the aging and balance details."New value: +"Also agings/balance details."

Previous value: -"Only these employees (Employee.Id list). Works on: ProfitAndLossDetail."New value: +"P&L detail."

Removed value: -"Period end, or the as-of date on an as-of report. YYYY-MM-DD. Required except on AccountList."

Added value: +{
+  "enum": [
+    "text",
+    "json"
+  ],
+  "type": "string"
+}

Removed value: -"Group rows into sections by this field; None = a flat list. Works on: the transaction lists."

Removed value: -"Only these products/services (Item.Id list)."

Removed value: -"Rows per page (default 500)."

Removed value: -"Memo text to match. GeneralLedger has no text, status or amount filter: pull the account's ledger and filter the rows yourself. Works on: the transaction lists except WithSplits."

Previous value: -"Only records last modified on or before this date. Works on: the transaction lists except WithSplits, AccountList."New value: +"Also AccountList."

Previous value: -"Only records last modified on or after this date. Works on: the transaction lists except WithSplits, AccountList."New value: +"Also AccountList."

Previous value: -"Only these names: any Customer, Vendor or Employee Id. Works on: the transaction lists, GeneralLedger, JournalReport."New value: +"Customer, vendor or employee ids."

Previous value: -"Number of aging buckets (default 4). Works on: AgedReceivablesDetail, AgedPayablesDetail, AgedReceivables, AgedPayables."New value: +"Buckets (4)."

Previous value: -"Only documents at least this many days past due. Works on: AgedReceivablesDetail, AgedPayablesDetail."New value: +"Aged details."

Previous value: -"Payment method NAME as QuickBooks shows it (Cash, Check, Visa, ...), not an id. Works on: the transaction lists, ProfitAndLossDetail."New value: +"Method NAME. Also P&L detail."

Removed value: -"Whether checks were printed. Works on: the transaction lists except WithSplits."

Removed value: -"The report to run."

Removed value: -"0-based row offset for the next page. A page can start mid-section, so [Section] headers from earlier pages still apply."

Previous value: -"Shipping method name as stored on the invoice. Works on: AgedReceivablesDetail, CustomerBalanceDetail."New value: +"AR aging/balance details."

Previous value: -"Detail/list reports: column key to sort by. A money column sorts alphabetically, not numerically; AccountList ignores account_bal (sort by account_name or detail_acc_type)."New value: +"Money columns sort alphabetically."

Removed value: -"ascend or descend, with or without sortBy."

Previous value: -"Only postings whose source bank/credit-card account is one of these. Works on: GeneralLedger."New value: +"GeneralLedger."

Removed value: -"Only transactions whose source account is of this type. Works on: the transaction lists, GeneralLedger, JournalReport."

Removed value: -"Period start, YYYY-MM-DD. Period reports only: refused on AccountList, ignored on as-of reports."

Removed value: -"One column per period or entity, plus a Total column. Only on the reports the description lists."

Previous value: -"Only documents on these payment terms (Term.Id list). Works on: the transaction lists except WithSplits, the aging and balance details."New value: +"Also agings/balance details."

Previous value: -"Only this transaction type (one value; a list is rejected). Works on: the transaction lists, GeneralLedger, JournalReport."New value: +"One value."

Removed value: -"Only these vendors (Vendor.Id list)."

Previous value: -{
-  "additionalProperties": false,
-  "properties": {
-    "company": {
-      "additionalProperties": false,
-      "description": "The company this result came from. Read it back to the user by name.",
-      "properties": {
-        "name": {
-          "description": "DeepLedger client name.",
-          "type": "string"
-        },
-        "organizationId": {
-          "description": "DeepLedger organization id the call operated on.",
-          "type": "string"
-        },
-        "qbCompanyName": {
-          "description": "QuickBooks company name, when connected.",
-          "type": "string"
-        },
-        "setAt": {
-          "description": "When the active company was last set (source \"active\" only).",
-          "type": "string"
-        },
-        "setBy": {
-          "description": "Who last set the active company (source \"active\" only).",
-          "enum": [
-            "mcp",
-            "portal",
-            "backfill"
-          ],
-          "type": "string"
-        },
-        "source": {
-          "description": "How the company was chosen: \"active\" = the user's switchable active company; \"pinned\" = fixed by the credential; \"header\" = fixed by X-Organization-Id; \"system\" = an unattended routine credential.",
-          "enum": [
-            "system",
-            "header",
-            "pinned",
-            "active"
-          ],
-          "type": "string"
-        }
-      },
-      "required": [
-        "organizationId"
-      ],
-      "type": "object"
-    },
-    "count": {
-      "description": "Number of rows returned in this response (after maxRows/rowOffset paging)",
-      "type": "number"
-    },
-    "data": {
-      "additionalProperties": false,
-      "description": "Report data with columns and rows",
-      "properties": {
-        "columns": {
-          "description": "Pipe-separated column headers. Authoritative EXCEPT on SalesByProduct, where QuickBooks declares two columns over eight-wide rows and the tool substitutes the real header list.",
-          "type": "string"
-        },
-        "rows": {
-          "description": "Pipe-separated row data",
-          "items": {
-            "type": "string"
-          },
-          "type": "array"
-        }
-      },
-      "required": [
-        "columns",
-        "rows"
-      ],
-      "type": "object"
-    },
-    "errorCode": {
-      "description": "Stable code when success=false — QuickBooks codes (e.g. 5020) or one of MISSING_END_DATE, MISSING_START_DATE, INVALID_DATE, DATE_RANGE_INVERTED, PARAM_NOT_SUPPORTED, INVALID_PARAM, DATES_NOT_ALLOWED, MISSING_DIMENSION_ID, DIMENSION_NOT_FOUND, NO_BUDGETS, MULTIPLE_BUDGETS, NO_BUDGET_FOR_PERIOD, BUDGET_NOT_FOUND, BUDGET_TYPE_UNSUPPORTED, BUDGET_LOOKUP_FAILED, REPORT_FAILED, QB_NOT_CONNECTED, TOKEN_EXPIRED. Branch on this instead of parsing the message.",
-      "type": "string"
-    },
-    "message": {
-      "type": "string"
-    },
-    "reportDate": {
-      "description": "Report date range",
-      "type": "string"
-    },
-    "reportName": {
-      "description": "Report name from QuickBooks",
-      "type": "string"
-    },
-    "success": {
-      "type": "boolean"
-    },
-    "summary": {
-      "anyOf": [
-        {
-          "additionalProperties": false,
-          "properties": {
-            "accountCount": {
-              "description": "GeneralLedger: number of accounts in the report. TrialBalance: number of accounts listed. NOT a row count — see totalRows for that.",
-              "type": "number"
-            },
-            "balanced": {
-              "description": "TrialBalance only: whether total debits equal total credits.",
-              "type": "boolean"
-            },
-            "beginningCash": {
-              "type": "number"
-            },
-            "classCount": {
-              "type": "number"
-            },
-            "customerCount": {
-              "type": "number"
-            },
-            "departmentCount": {
-              "type": "number"
-            },
-            "documents": {
-              "description": "SalesByDimension: documents.",
-              "type": "number"
-            },
-            "endingCash": {
-              "type": "number"
-            },
-            "financingCash": {
-              "type": "number"
-            },
-            "grossProfit": {
-              "description": "Income minus cost of goods sold. QuickBooks emits a Gross Profit line on every P&L, so on a company with no COGS section this equals totalIncome.",
-              "type": "number"
-            },
-            "investingCash": {
-              "type": "number"
-            },
-            "net": {
-              "description": "SalesByDimension: net sales.",
-              "type": "number"
-            },
-            "netAssets": {
-              "description": "GB-style statutory balance sheets have no Total Assets/Total Liabilities lines; net assets (= equity) is the bottom line instead.",
-              "type": "number"
-            },
-            "netCashChange": {
-              "type": "number"
-            },
-            "netIncome": {
-              "description": "The bottom line (Net Income; \"Net Revenue\" on a nonprofit). Equals totalIncome - totalCogs - totalExpenses + totalOtherIncome - totalOtherExpenses, NOT totalIncome - totalExpenses: the Other Income and Other Expenses sections sit below Net Operating Income and are excluded from those two.",
-              "type": "number"
-            },
-            "netIncomeActual": {
-              "type": "number"
-            },
-            "netIncomeBudget": {
-              "type": "number"
-            },
-            "netIncomeVariance": {
-              "type": "number"
-            },
-            "netOperatingIncome": {
-              "description": "grossProfit - totalExpenses (\"Net Operating Revenue\" on a nonprofit).",
-              "type": "number"
-            },
-            "netOtherIncome": {
-              "description": "totalOtherIncome - totalOtherExpenses.",
-              "type": "number"
-            },
-            "notTagged": {
-              "description": "SalesByDimension: on untagged lines.",
-              "type": "number"
-            },
-            "operatingCash": {
-              "type": "number"
-            },
-            "productCount": {
-              "type": "number"
-            },
-            "rowCount": {
-              "type": "number"
-            },
-            "tagged": {
-              "description": "SalesByDimension: on tagged lines.",
-              "type": "number"
-            },
-            "totalAssetValue": {
-              "description": "InventoryValuationSummary: total inventory asset value as of endDate.",
-              "type": "number"
-            },
-            "totalAssets": {
-              "type": "number"
-            },
-            "totalCogs": {
-              "description": "Total Cost of Goods Sold. Absent when the company has no COGS section.",
-              "type": "number"
-            },
-            "totalCredits": {
-              "type": "number"
-            },
-            "totalDebits": {
-              "type": "number"
-            },
-            "totalEquity": {
-              "type": "number"
-            },
-            "totalExpenses": {
-              "description": "Total of the Expenses section only; Other Expenses is reported separately in totalOtherExpenses.",
-              "type": "number"
-            },
-            "totalExpensesActual": {
-              "type": "number"
-            },
-            "totalExpensesBudget": {
-              "type": "number"
-            },
-            "totalIncome": {
-              "description": "Total of the Income section only; Other Income is reported separately in totalOtherIncome.",
-              "type": "number"
-            },
-            "totalIncomeActual": {
-              "type": "number"
-            },
-            "totalIncomeBudget": {
-              "type": "number"
-            },
-            "totalLiabilities": {
-              "type": "number"
-            },
-            "totalOtherExpenses": {
-              "description": "Total Other Expenses. Absent when the company has no such section.",
-              "type": "number"
-            },
-            "totalOtherIncome": {
-              "description": "Total Other Income (released from restriction, in-kind, interest, gains). Absent when the company has no such section.",
-              "type": "number"
-            },
-            "totalOutstanding": {
-              "type": "number"
-            },
-            "type": {
-              "type": "string"
-            },
-            "vendorCount": {
-              "type": "number"
-            }
-          },
-          "type": "object"
-        },
-        {
-          "type": "null"
-        }
-      ],
-      "description": "Key metrics extracted from report. null when QuickBooks returned no rows at all."
-    },
-    "totalRows": {
-      "description": "Total data rows in the full report. When totalRows > count, page with rowOffset.",
-      "type": "number"
-    },
-    "warning": {
-      "description": "Present once after the active company was changed by something other than this connection (the portal, or another AI client). Confirm the company with the user before writing.",
-      "type": "string"
-    }
-  },
-  "required": [
-    "success",
-    "message"
-  ],
-  "type": "object"
-}New value: +null

Added value: +9007199254740991

Previous value: -[
-  {
-    "anyOf": [
-      {
-        "not": {}
-      },
-      {
-        "additionalProperties": false,
-        "properties": {
-          "accountCount": {
-            "description": "GeneralLedger: number of accounts in the report. TrialBalance: number of accounts listed. NOT a row count — see totalRows for that.",
-            "type": "number"
-          },
-          "balanced": {
-            "description": "TrialBalance only: whether total debits equal total credits.",
-            "type": "boolean"
-          },
-          "beginningCash": {
-            "type": "number"
-          },
-          "classCount": {
-            "type": "number"
-          },
-          "customerCount": {
-            "type": "number"
-          },
-          "departmentCount": {
-            "type": "number"
-          },
-          "documents": {
-            "description": "SalesByDimension: documents.",
-            "type": "number"
-          },
-          "endingCash": {
-            "type": "number"
-          },
-          "financingCash": {
-            "type": "number"
-          },
-          "grossProfit": {
-            "description": "Income minus cost of goods sold. QuickBooks emits a Gross Profit line on every P&L, so on a company with no COGS section this equals totalIncome.",
-            "type": "number"
-          },
-          "investingCash": {
-            "type": "number"
-          },
-          "net": {
-            "description": "SalesByDimension: net sales.",
-            "type": "number"
-          },
-          "netAssets": {
-            "description": "GB-style statutory balance sheets have no Total Assets/Total Liabilities lines; net assets (= equity) is the bottom line instead.",
-            "type": "number"
-          },
-          "netCashChange": {
-            "type": "number"
-          },
-          "netIncome": {
-            "description": "The bottom line (Net Income; \"Net Revenue\" on a nonprofit). Equals totalIncome - totalCogs - totalExpenses + totalOtherIncome - totalOtherExpenses, NOT totalIncome - totalExpenses: the Other Income and Other Expenses sections sit below Net Operating Income and are excluded from those two.",
-            "type": "number"
-          },
-          "netIncomeActual": {
-            "type": "number"
-          },
-          "netIncomeBudget": {
-            "type": "number"
-          },
-          "netIncomeVariance": {
-            "type": "number"
-          },
-          "netOperatingIncome": {
-            "description": "grossProfit - totalExpenses (\"Net Operating Revenue\" on a nonprofit).",
-            "type": "number"
-          },
-          "netOtherIncome": {
-            "description": "totalOtherIncome - totalOtherExpenses.",
-            "type": "number"
-          },
-          "notTagged": {
-            "description": "SalesByDimension: on untagged lines.",
-            "type": "number"
-          },
-          "operatingCash": {
-            "type": "number"
-          },
-          "productCount": {
-            "type": "number"
-          },
-          "rowCount": {
-            "type": "number"
-          },
-          "tagged": {
-            "description": "SalesByDimension: on tagged lines.",
-            "type": "number"
-          },
-          "totalAssetValue": {
-            "description": "InventoryValuationSummary: total inventory asset value as of endDate.",
-            "type": "number"
-          },
-          "totalAssets": {
-            "type": "number"
-          },
-          "totalCogs": {
-            "description": "Total Cost of Goods Sold. Absent when the company has no COGS section.",
-            "type": "number"
-          },
-          "totalCredits": {
-            "type": "number"
-          },
-          "totalDebits": {
-            "type": "number"
-          },
-          "totalEquity": {
-            "type": "number"
-          },
-          "totalExpenses": {
-            "description": "Total of the Expenses section only; Other Expenses is reported separately in totalOtherExpenses.",
-            "type": "number"
-          },
-          "totalExpensesActual": {
-            "type": "number"
-          },
-          "totalExpensesBudget": {
-            "type": "number"
-          },
-          "totalIncome": {
-            "description": "Total of the Income section only; Other Income is reported separately in totalOtherIncome.",
-            "type": "number"
-          },
-          "totalIncomeActual": {
-            "type": "number"
-          },
-          "totalIncomeBudget": {
-            "type": "number"
-          },
-          "totalLiabilities": {
-            "type": "number"
-          },
-          "totalOtherExpenses": {
-            "description": "Total Other Expenses. Absent when the company has no such section.",
-            "type": "number"
-          },
-          "totalOtherIncome": {
-            "description": "Total Other Income (released from restriction, in-kind, interest, gains). Absent when the company has no such section.",
-            "type": "number"
-          },
-          "totalOutstanding": {
-            "type": "number"
-          },
-          "type": {
-            "type": "string"
-          },
-          "vendorCount": {
-            "type": "number"
-          }
-        },
-        "type": "object"
-      }
-    ]
-  },
-  {
-    "type": "null"
-  }
-]New value: +[
+  {
+    "additionalProperties": false,
+    "properties": {
+      "accountCount": {
+        "description": "GeneralLedger: number of accounts in the report. TrialBalance: number of accounts listed. NOT a row count — see totalRows for that.",
+        "type": "number"
+      },
+      "balanced": {
+        "description": "TrialBalance only: whether total debits equal total credits.",
+        "type": "boolean"
+      },
+      "beginningCash": {
+        "type": "number"
+      },
+      "classCount": {
+        "type": "number"
+      },
+      "customerCount": {
+        "type": "number"
+      },
+      "departmentCount": {
+        "type": "number"
+      },
+      "documents": {
+        "description": "SalesByDimension: documents.",
+        "type": "number"
+      },
+      "endingCash": {
+        "type": "number"
+      },
+      "financingCash": {
+        "type": "number"
+      },
+      "grossProfit": {
+        "description": "Income minus cost of goods sold. QuickBooks emits a Gross Profit line on every P&L, so on a company with no COGS section this equals totalIncome.",
+        "type": "number"
+      },
+      "investingCash": {
+        "type": "number"
+      },
+      "net": {
+        "description": "SalesByDimension: net sales.",
+        "type": "number"
+      },
+      "netAssets": {
+        "description": "GB-style statutory balance sheets have no Total Assets/Total Liabilities lines; net assets (= equity) is the bottom line instead.",
+        "type": "number"
+      },
+      "netCashChange": {
+        "type": "number"
+      },
+      "netIncome": {
+        "description": "The bottom line (Net Income; \"Net Revenue\" on a nonprofit). Equals totalIncome - totalCogs - totalExpenses + totalOtherIncome - totalOtherExpenses, NOT totalIncome - totalExpenses: the Other Income and Other Expenses sections sit below Net Operating Income and are excluded from those two.",
+        "type": "number"
+      },
+      "netIncomeActual": {
+        "type": "number"
+      },
+      "netIncomeBudget": {
+        "type": "number"
+      },
+      "netIncomeVariance": {
+        "type": "number"
+      },
+      "netOperatingIncome": {
+        "description": "grossProfit - totalExpenses (\"Net Operating Revenue\" on a nonprofit).",
+        "type": "number"
+      },
+      "netOtherIncome": {
+        "description": "totalOtherIncome - totalOtherExpenses.",
+        "type": "number"
+      },
+      "notTagged": {
+        "description": "SalesByDimension: on untagged lines.",
+        "type": "number"
+      },
+      "operatingCash": {
+        "type": "number"
+      },
+      "productCount": {
+        "type": "number"
+      },
+      "rowCount": {
+        "type": "number"
+      },
+      "tagged": {
+        "description": "SalesByDimension: on tagged lines.",
+        "type": "number"
+      },
+      "totalAssetValue": {
+        "description": "InventoryValuationSummary: total inventory asset value as of endDate.",
+        "type": "number"
+      },
+      "totalAssets": {
+        "type": "number"
+      },
+      "totalCogs": {
+        "description": "Total Cost of Goods Sold. Absent when the company has no COGS section.",
+        "type": "number"
+      },
+      "totalCredits": {
+        "type": "number"
+      },
+      "totalDebits": {
+        "type": "number"
+      },
+      "totalEquity": {
+        "type": "number"
+      },
+      "totalExpenses": {
+        "description": "Total of the Expenses section only; Other Expenses is reported separately in totalOtherExpenses.",
+        "type": "number"
+      },
+      "totalExpensesActual": {
+        "type": "number"
+      },
+      "totalExpensesBudget": {
+        "type": "number"
+      },
+      "totalIncome": {
+        "description": "Total of the Income section only; Other Income is reported separately in totalOtherIncome.",
+        "type": "number"
+      },
+      "totalIncomeActual": {
+        "type": "number"
+      },
+      "totalIncomeBudget": {
+        "type": "number"
+      },
+      "totalLiabilities": {
+        "type": "number"
+      },
+      "totalOtherExpenses": {
+        "description": "Total Other Expenses. Absent when the company has no such section.",
+        "type": "number"
+      },
+      "totalOtherIncome": {
+        "description": "Total Other Income (released from restriction, in-kind, interest, gains). Absent when the company has no such section.",
+        "type": "number"
+      },
+      "totalOutstanding": {
+        "type": "number"
+      },
+      "type": {
+        "type": "string"
+      },
+      "vendorCount": {
+        "type": "number"
+      }
+    },
+    "type": "object"
+  },
+  {
+    "type": "null"
+  }
+]

Previous value: -"Only these accounts (Account.Id list): the ledger of one or a few accounts."New value: +"Only these accounts (Account.Id list). For one account's transactions run GeneralLedger with accountIds. Works on: ProfitAndLoss, GeneralLedger, ProfitAndLossDetail."

Previous value: -"AccountList: deleted or live accounts."New value: +"Deleted or live accounts. Works on: AccountList."

Previous value: -"Only accounts of this type."New value: +"Only accounts of this type. Works on: AccountList, GeneralLedger, ProfitAndLossDetail."

Previous value: -"Omit for the company default basis (qbCompanyProfile reportBasis). BudgetVsActuals defaults to Accrual."New value: +"Omit for the company default basis (qbCompanyProfile reportBasis). BudgetVsActuals defaults to Accrual. Refused on the agings, balances, transaction lists, JournalReport, AccountList and inventory: same numbers either way."

Previous value: -"Multi-currency companies: include unrealized gains and losses."New value: +"Multi-currency companies: include unrealized gains and losses. Works on: ProfitAndLoss, ProfitAndLossByClass, BalanceSheet, ProfitAndLossDetail."

Previous value: -"Aging reports: days per bucket (default 30)."New value: +"Days per aging bucket (default 30). Works on: AgedReceivablesDetail, AgedPayablesDetail, AgedReceivables, AgedPayables."

Previous value: -"Exact transaction amount."New value: +"Exact transaction amount. Works on: the transaction lists except WithSplits."

Previous value: -"Payable documents: All, Paid or Unpaid."New value: +"Payable documents: All, Paid or Unpaid. Works on: the transaction lists except WithSplits, VendorBalance, VendorBalanceDetail."

Previous value: -"Receivable documents: All, Paid or Unpaid."New value: +"Receivable documents: All, Paid or Unpaid. Works on: the transaction lists except WithSplits, CustomerBalance, CustomerBalanceDetail."

Previous value: -"Bank-reconciliation status."New value: +"Bank-reconciliation status. Works on: the transaction lists."

Previous value: -"Detail/list reports: QuickBooks column keys to return (tx_date, txn_type, doc_num, name, memo, account_name, subt_nat_amount, ...). They come back in QuickBooks' order, not yours; on GeneralLedger and ProfitAndLossDetail choosing columns also drops the subtotal rows."New value: +"Column keys to return, in QuickBooks' own order. The money key differs per report: subt_nat_amount (TransactionList, GeneralLedger, ProfitAndLossDetail), amount (TransactionListByCustomer, TransactionListWithSplits), nat_amount (TransactionListByVendor), debt_amt/credit_amt (JournalReport). TransactionList has no split or other-account column: use TransactionListWithSplits, or GeneralLedger, where split_acc stands in for account_name (as on ProfitAndLossDetail). Choosing columns on GeneralLedger/ProfitAndLossDetail drops the subtotal rows. Works on: the transaction lists, the aging and balance details, AccountList, GeneralLedger, JournalReport, ProfitAndLossDetail."

Previous value: -"SalesByDimension: the dimension to total by."New value: +"The dimension to total by. Works on: SalesByDimension."

Previous value: -"Document/reference number to match."New value: +"Document/reference number to match. Works on: the transaction lists, GeneralLedger, JournalReport."

Previous value: -"Only documents due on or before this date."New value: +"Only documents due on or before this date. Works on: the transaction lists except WithSplits, the aging and balance details."

Previous value: -"Only documents due on or after this date."New value: +"Only documents due on or after this date. Works on: the transaction lists except WithSplits, the aging and balance details."

Previous value: -"Only these employees (Employee.Id list). ProfitAndLossDetail."New value: +"Only these employees (Employee.Id list). Works on: ProfitAndLossDetail."

Previous value: -"Transaction lists: group rows into sections by this field; None = a flat list."New value: +"Group rows into sections by this field; None = a flat list. Works on: the transaction lists."

Previous value: -"Memo text to match."New value: +"Memo text to match. GeneralLedger has no text, status or amount filter: pull the account's ledger and filter the rows yourself. Works on: the transaction lists except WithSplits."

Previous value: -"Only records last modified on or before this date."New value: +"Only records last modified on or before this date. Works on: the transaction lists except WithSplits, AccountList."

Previous value: -"Only records last modified on or after this date."New value: +"Only records last modified on or after this date. Works on: the transaction lists except WithSplits, AccountList."

Previous value: -"Only these names: any Customer, Vendor or Employee Id."New value: +"Only these names: any Customer, Vendor or Employee Id. Works on: the transaction lists, GeneralLedger, JournalReport."

Previous value: -"Aging reports: number of buckets (default 4)."New value: +"Number of aging buckets (default 4). Works on: AgedReceivablesDetail, AgedPayablesDetail, AgedReceivables, AgedPayables."

Previous value: -"Aging details: only documents at least this many days past due."New value: +"Only documents at least this many days past due. Works on: AgedReceivablesDetail, AgedPayablesDetail."

Previous value: -"Payment method NAME as QuickBooks shows it (Cash, Check, Visa, ...), not an id."New value: +"Payment method NAME as QuickBooks shows it (Cash, Check, Visa, ...), not an id. Works on: the transaction lists, ProfitAndLossDetail."

Previous value: -"Whether checks were printed."New value: +"Whether checks were printed. Works on: the transaction lists except WithSplits."

Previous value: -"Shipping method name as stored on the invoice."New value: +"Shipping method name as stored on the invoice. Works on: AgedReceivablesDetail, CustomerBalanceDetail."

Previous value: -"GeneralLedger: only postings whose source bank/credit-card account is one of these."New value: +"Only postings whose source bank/credit-card account is one of these. Works on: GeneralLedger."

Previous value: -"Only transactions whose source account is of this type."New value: +"Only transactions whose source account is of this type. Works on: the transaction lists, GeneralLedger, JournalReport."

Previous value: -"Period start, YYYY-MM-DD. Period reports only (see the description)."New value: +"Period start, YYYY-MM-DD. Period reports only: refused on AccountList, ignored on as-of reports."

Previous value: -"Only documents on these payment terms (Term.Id list)."New value: +"Only documents on these payment terms (Term.Id list). Works on: the transaction lists except WithSplits, the aging and balance details."

Previous value: -"Only this transaction type (one value; a list is rejected)."New value: +"Only this transaction type (one value; a list is rejected). Works on: the transaction lists, GeneralLedger, JournalReport."

Added value: +{
+  "description": "SalesByDimension: the dimension to total by.",
+  "pattern": "^[0-9A-Za-z_:-]+$",
+  "type": "string"
+}

Previous value: -[
-  "ProfitAndLoss",
-  "ProfitAndLossByClass",
-  "BalanceSheet",
-  "CashFlow",
-  "AgedReceivables",
-  "AgedPayables",
-  "AgedReceivablesDetail",
-  "AgedPayablesDetail",
-  "TrialBalance",
-  "CustomerIncome",
-  "VendorExpenses",
-  "TransactionList",
-  "GeneralLedger",
-  "ProfitAndLossDetail",
-  "SalesByCustomer",
-  "SalesByProduct",
-  "VendorBalance",
-  "CustomerBalance",
-  "BudgetVsActuals",
-  "AccountList",
-  "CustomerBalanceDetail",
-  "VendorBalanceDetail",
-  "JournalReport",
-  "TransactionListByCustomer",
-  "TransactionListByVendor",
-  "TransactionListWithSplits",
-  "SalesByClass",
-  "SalesByDepartment",
-  "InventoryValuationSummary"
-]New value: +[
+  "ProfitAndLoss",
+  "ProfitAndLossByClass",
+  "BalanceSheet",
+  "CashFlow",
+  "AgedReceivables",
+  "AgedPayables",
+  "AgedReceivablesDetail",
+  "AgedPayablesDetail",
+  "TrialBalance",
+  "CustomerIncome",
+  "VendorExpenses",
+  "TransactionList",
+  "GeneralLedger",
+  "ProfitAndLossDetail",
+  "SalesByCustomer",
+  "SalesByProduct",
+  "VendorBalance",
+  "CustomerBalance",
+  "BudgetVsActuals",
+  "AccountList",
+  "CustomerBalanceDetail",
+  "VendorBalanceDetail",
+  "JournalReport",
+  "TransactionListByCustomer",
+  "TransactionListByVendor",
+  "TransactionListWithSplits",
+  "SalesByClass",
+  "SalesByDepartment",
+  "InventoryValuationSummary",
+  "SalesByDimension"
+]

Removed value: -{
-  "description": "QuickBooks realm id, when connected.",
-  "type": "string"
-}

Previous value: -"Stable code when success=false — QuickBooks codes (e.g. 5020) or one of MISSING_END_DATE, MISSING_START_DATE, INVALID_DATE, DATE_RANGE_INVERTED, PARAM_NOT_SUPPORTED, INVALID_PARAM, DATES_NOT_ALLOWED, NO_BUDGETS, MULTIPLE_BUDGETS, NO_BUDGET_FOR_PERIOD, BUDGET_NOT_FOUND, BUDGET_TYPE_UNSUPPORTED, BUDGET_LOOKUP_FAILED, REPORT_FAILED, QB_NOT_CONNECTED, TOKEN_EXPIRED. Branch on this instead of parsing the message."New value: +"Stable code when success=false — QuickBooks codes (e.g. 5020) or one of MISSING_END_DATE, MISSING_START_DATE, INVALID_DATE, DATE_RANGE_INVERTED, PARAM_NOT_SUPPORTED, INVALID_PARAM, DATES_NOT_ALLOWED, MISSING_DIMENSION_ID, DIMENSION_NOT_FOUND, NO_BUDGETS, MULTIPLE_BUDGETS, NO_BUDGET_FOR_PERIOD, BUDGET_NOT_FOUND, BUDGET_TYPE_UNSUPPORTED, BUDGET_LOOKUP_FAILED, REPORT_FAILED, QB_NOT_CONNECTED, TOKEN_EXPIRED. Branch on this instead of parsing the message."

Previous value: -[
-  {
-    "anyOf": [
-      {
-        "not": {}
-      },
-      {
-        "additionalProperties": false,
-        "properties": {
-          "accountCount": {
-            "description": "GeneralLedger: number of accounts in the report. TrialBalance: number of accounts listed. NOT a row count — see totalRows for that.",
-            "type": "number"
-          },
-          "balanced": {
-            "description": "TrialBalance only: whether total debits equal total credits.",
-            "type": "boolean"
-          },
-          "beginningCash": {
-            "type": "number"
-          },
-          "classCount": {
-            "type": "number"
-          },
-          "customerCount": {
-            "type": "number"
-          },
-          "departmentCount": {
-            "type": "number"
-          },
-          "endingCash": {
-            "type": "number"
-          },
-          "financingCash": {
-            "type": "number"
-          },
-          "grossProfit": {
-            "description": "Income minus cost of goods sold. QuickBooks emits a Gross Profit line on every P&L, so on a company with no COGS section this equals totalIncome.",
-            "type": "number"
-          },
-          "investingCash": {
-            "type": "number"
-          },
-          "netAssets": {
-            "description": "GB-style statutory balance sheets have no Total Assets/Total Liabilities lines; net assets (= equity) is the bottom line instead.",
-            "type": "number"
-          },
-          "netCashChange": {
-            "type": "number"
-          },
-          "netIncome": {
-            "description": "The bottom line (Net Income; \"Net Revenue\" on a nonprofit). Equals totalIncome - totalCogs - totalExpenses + totalOtherIncome - totalOtherExpenses, NOT totalIncome - totalExpenses: the Other Income and Other Expenses sections sit below Net Operating Income and are excluded from those two.",
-            "type": "number"
-          },
-          "netIncomeActual": {
-            "type": "number"
-          },
-          "netIncomeBudget": {
-            "type": "number"
-          },
-          "netIncomeVariance": {
-            "type": "number"
-          },
-          "netOperatingIncome": {
-            "description": "grossProfit - totalExpenses (\"Net Operating Revenue\" on a nonprofit).",
-            "type": "number"
-          },
-          "netOtherIncome": {
-            "description": "totalOtherIncome - totalOtherExpenses.",
-            "type": "number"
-          },
-          "operatingCash": {
-            "type": "number"
-          },
-          "productCount": {
-            "type": "number"
-          },
-          "rowCount": {
-            "type": "number"
-          },
-          "totalAssetValue": {
-            "description": "InventoryValuationSummary: total inventory asset value as of endDate.",
-            "type": "number"
-          },
-          "totalAssets": {
-            "type": "number"
-          },
-          "totalCogs": {
-            "description": "Total Cost of Goods Sold. Absent when the company has no COGS section.",
-            "type": "number"
-          },
-          "totalCredits": {
-            "type": "number"
-          },
-          "totalDebits": {
-            "type": "number"
-          },
-          "totalEquity": {
-            "type": "number"
-          },
-          "totalExpenses": {
-            "description": "Total of the Expenses section only; Other Expenses is reported separately in totalOtherExpenses.",
-            "type": "number"
-          },
-          "totalExpensesActual": {
-            "type": "number"
-          },
-          "totalExpensesBudget": {
-            "type": "number"
-          },
-          "totalIncome": {
-            "description": "Total of the Income section only; Other Income is reported separately in totalOtherIncome.",
-            "type": "number"
-          },
-          "totalIncomeActual": {
-            "type": "number"
-          },
-          "totalIncomeBudget": {
-            "type": "number"
-          },
-          "totalLiabilities": {
-            "type": "number"
-          },
-          "totalOtherExpenses": {
-            "description": "Total Other Expenses. Absent when the company has no such section.",
-            "type": "number"
-          },
-          "totalOtherIncome": {
-            "description": "Total Other Income (released from restriction, in-kind, interest, gains). Absent when the company has no such section.",
-            "type": "number"
-          },
-          "totalOutstanding": {
-            "type": "number"
-          },
-          "type": {
-            "type": "string"
-          },
-          "vendorCount": {
-            "type": "number"
-          }
-        },
-        "type": "object"
-      }
-    ]
-  },
-  {
-    "type": "null"
-  }
-]New value: +[
+  {
+    "anyOf": [
+      {
+        "not": {}
+      },
+      {
+        "additionalProperties": false,
+        "properties": {
+          "accountCount": {
+            "description": "GeneralLedger: number of accounts in the report. TrialBalance: number of accounts listed. NOT a row count — see totalRows for that.",
+            "type": "number"
+          },
+          "balanced": {
+            "description": "TrialBalance only: whether total debits equal total credits.",
+            "type": "boolean"
+          },
+          "beginningCash": {
+            "type": "number"
+          },
+          "classCount": {
+            "type": "number"
+          },
+          "customerCount": {
+            "type": "number"
+          },
+          "departmentCount": {
+            "type": "number"
+          },
+          "documents": {
+            "description": "SalesByDimension: documents.",
+            "type": "number"
+          },
+          "endingCash": {
+            "type": "number"
+          },
+          "financingCash": {
+            "type": "number"
+          },
+          "grossProfit": {
+            "description": "Income minus cost of goods sold. QuickBooks emits a Gross Profit line on every P&L, so on a company with no COGS section this equals totalIncome.",
+            "type": "number"
+          },
+          "investingCash": {
+            "type": "number"
+          },
+          "net": {
+            "description": "SalesByDimension: net sales.",
+            "type": "number"
+          },
+          "netAssets": {
+            "description": "GB-style statutory balance sheets have no Total Assets/Total Liabilities lines; net assets (= equity) is the bottom line instead.",
+            "type": "number"
+          },
+          "netCashChange": {
+            "type": "number"
+          },
+          "netIncome": {
+            "description": "The bottom line (Net Income; \"Net Revenue\" on a nonprofit). Equals totalIncome - totalCogs - totalExpenses + totalOtherIncome - totalOtherExpenses, NOT totalIncome - totalExpenses: the Other Income and Other Expenses sections sit below Net Operating Income and are excluded from those two.",
+            "type": "number"
+          },
+          "netIncomeActual": {
+            "type": "number"
+          },
+          "netIncomeBudget": {
+            "type": "number"
+          },
+          "netIncomeVariance": {
+            "type": "number"
+          },
+          "netOperatingIncome": {
+            "description": "grossProfit - totalExpenses (\"Net Operating Revenue\" on a nonprofit).",
+            "type": "number"
+          },
+          "netOtherIncome": {
+            "description": "totalOtherIncome - totalOtherExpenses.",
+            "type": "number"
+          },
+          "notTagged": {
+            "description": "SalesByDimension: on untagged lines.",
+            "type": "number"
+          },
+          "operatingCash": {
+            "type": "number"
+          },
+          "productCount": {
+            "type": "number"
+          },
+          "rowCount": {
+            "type": "number"
+          },
+          "tagged": {
+            "description": "SalesByDimension: on tagged lines.",
+            "type": "number"
+          },
+          "totalAssetValue": {
+            "description": "InventoryValuationSummary: total inventory asset value as of endDate.",
+            "type": "number"
+          },
+          "totalAssets": {
+            "type": "number"
+          },
+          "totalCogs": {
+            "description": "Total Cost of Goods Sold. Absent when the company has no COGS section.",
+            "type": "number"
+          },
+          "totalCredits": {
+            "type": "number"
+          },
+          "totalDebits": {
+            "type": "number"
+          },
+          "totalEquity": {
+            "type": "number"
+          },
+          "totalExpenses": {
+            "description": "Total of the Expenses section only; Other Expenses is reported separately in totalOtherExpenses.",
+            "type": "number"
+          },
+          "totalExpensesActual": {
+            "type": "number"
+          },
+          "totalExpensesBudget": {
+            "type": "number"
+          },
+          "totalIncome": {
+            "description": "Total of the Income section only; Other Income is reported separately in totalOtherIncome.",
+            "type": "number"
+          },
+          "totalIncomeActual": {
+            "type": "number"
+          },
+          "totalIncomeBudget": {
+            "type": "number"
+          },
+          "totalLiabilities": {
+            "type": "number"
+          },
+          "totalOtherExpenses": {
+            "description": "Total Other Expenses. Absent when the company has no such section.",
+            "type": "number"
+          },
+          "totalOtherIncome": {
+            "description": "Total Other Income (released from restriction, in-kind, interest, gains). Absent when the company has no such section.",
+            "type": "number"
+          },
+          "totalOutstanding": {
+            "type": "number"
+          },
+          "type": {
+            "type": "string"
+          },
+          "vendorCount": {
+            "type": "number"
+          }
+        },
+        "type": "object"
+      }
+    ]
+  },
+  {
+    "type": "null"
+  }
+]

Previous value: -"Only these accounts (Account.Id list). GeneralLedger and ProfitAndLossDetail: the ledger of one or a few accounts."New value: +"Only these accounts (Account.Id list): the ledger of one or a few accounts."

Previous value: -"AccountList only: Deleted or Not_Deleted accounts."New value: +"AccountList: deleted or live accounts."

Previous value: -"Only accounts of this type. AccountList, GeneralLedger and ProfitAndLossDetail."New value: +"Only accounts of this type."

Previous value: -"Accrual or Cash. Honoured by ProfitAndLoss, ProfitAndLossByClass, ProfitAndLossDetail, BalanceSheet, CashFlow, TrialBalance, CustomerIncome, VendorExpenses, GeneralLedger, SalesByCustomer, SalesByProduct. REFUSED on the four aging reports, VendorBalance, CustomerBalance and TransactionList: QuickBooks accepts it there and returns the accrual numbers either way (proven identical), so passing it would promise a cash-basis answer it never gives. On BudgetVsActuals the default is Accrual (a budget is an accrual figure); pass Cash to compare cash-basis actuals instead."New value: +"Omit for the company default basis (qbCompanyProfile reportBasis). BudgetVsActuals defaults to Accrual."

Previous value: -"Multi-currency companies only: include unrealized gains and losses. P&L family, BalanceSheet and ProfitAndLossDetail (documented by Intuit; not verifiable on the single-currency sandboxes)."New value: +"Multi-currency companies: include unrealized gains and losses."

Previous value: -"The four aging reports: days per aging bucket (QuickBooks default 30)."New value: +"Aging reports: days per bucket (default 30)."

Previous value: -"Exact transaction amount to match. TransactionList, ByCustomer, ByVendor."New value: +"Exact transaction amount."

Previous value: -"Payable side: All, Paid or Unpaid. VendorBalance/Detail and TransactionList, ByCustomer, ByVendor."New value: +"Payable documents: All, Paid or Unpaid."

Previous value: -"Receivable side: All, Paid or Unpaid. CustomerBalance/Detail and TransactionList, ByCustomer, ByVendor."New value: +"Receivable documents: All, Paid or Unpaid."

Previous value: -"QuickBooks Budget ID. BudgetVsActuals only (refused on any other type). Omit it to let the tool pick the single active budget whose date range covers startDate to endDate. When several cover it (errorCode MULTIPLE_BUDGETS) or none does (NO_BUDGET_FOR_PERIOD) the tool returns the budget list (id|name|startDate|endDate|type|active) so you can retry with budgetId set; an unknown id is BUDGET_NOT_FOUND with the same list."New value: +"BudgetVsActuals only. Omit to use the one active budget covering the period; when several or none do, the result lists the budgets to pick from."

Previous value: -"Only these classes (Class.Id list; needs class tracking on). Works on the P&L family, BalanceSheet, CashFlow, CustomerIncome, GeneralLedger, ProfitAndLossDetail, the sales reports and VendorExpenses. For one column PER class use summarizeBy=Classes instead."New value: +"Only these classes (Class.Id list; needs class tracking)."

Previous value: -"TransactionList, ByCustomer, ByVendor: bank-reconciliation status of the transaction."New value: +"Bank-reconciliation status."

Previous value: -"Which columns to return, by QuickBooks column key (tx_date, txn_type, doc_num, name, memo, account_name, subt_nat_amount, create_by, last_mod_date, ...). Only the detail and list reports take it; a key that is not a column of the report is refused with the allowed list. QuickBooks returns the chosen columns in its own order, not yours, and on GeneralLedger and ProfitAndLossDetail choosing columns also drops the subtotal rows, leaving a flat list."New value: +"Detail/list reports: QuickBooks column keys to return (tx_date, txn_type, doc_num, name, memo, account_name, subt_nat_amount, ...). They come back in QuickBooks' order, not yours; on GeneralLedger and ProfitAndLossDetail choosing columns also drops the subtotal rows."

Previous value: -"Only these customers (Customer.Id list). Works on the P&L family, BalanceSheet, CashFlow, CustomerIncome, GeneralLedger, ProfitAndLossDetail, the sales reports, VendorExpenses, the receivable agings, CustomerBalance/Detail, TransactionList and TransactionListByCustomer."New value: +"Only these customers (Customer.Id list)."

Previous value: -"Only these departments/locations (Department.Id list; needs location tracking on). Works on the statements, the sales reports, the summary agings, the balance reports and the transaction lists."New value: +"Only these locations/departments (Department.Id list; needs location tracking)."

Previous value: -"Document/reference number to match (an invoice number, check number). The transaction lists."New value: +"Document/reference number to match."

Previous value: -"Only documents due on or after this date. The aging and balance detail reports, SalesByProduct and TransactionList, ByCustomer, ByVendor."New value: +"Only documents due on or after this date."

Previous value: -"Only these employees (Employee.Id list). ProfitAndLossDetail only."New value: +"Only these employees (Employee.Id list). ProfitAndLossDetail."

Previous value: -"End date in YYYY-MM-DD format (e.g., 2025-12-31). Do NOT use natural language dates. REQUIRED for every report except AccountList (refused there: no period). For the as-of reports (VendorBalance, CustomerBalance, AgedReceivables, AgedPayables, AgedReceivablesDetail, AgedPayablesDetail, CustomerBalanceDetail, VendorBalanceDetail, InventoryValuationSummary) this is the as-of date (QuickBooks ignores end_date on those, so the tool sends it as report_date instead)."New value: +"Period end, or the as-of date on an as-of report. YYYY-MM-DD. Required except on AccountList."

Previous value: -"The transaction lists only: group rows into sections by this field (Account, Customer, Vendor, Transaction Type, Month, ...); None for a flat list."New value: +"Transaction lists: group rows into sections by this field; None = a flat list."

Previous value: -"Only these products/services (Item.Id list). Works on the P&L family, BalanceSheet, CashFlow, the sales reports and InventoryValuationSummary."New value: +"Only these products/services (Item.Id list)."

Previous value: -"Maximum data rows returned per call (default 500). Detail reports (GeneralLedger, TransactionList, ProfitAndLossDetail) can run to thousands of rows and overflow result-size limits — page through them with rowOffset. summary is always computed from the FULL report regardless of paging."New value: +"Rows per page (default 500)."

Previous value: -"Memo text to match. TransactionList, ByCustomer, ByVendor."New value: +"Memo text to match."

Previous value: -"Only records last modified on or after this date. AccountList and TransactionList, ByCustomer, ByVendor."New value: +"Only records last modified on or after this date."

Previous value: -"Only these names, any of Customer.Id, Vendor.Id or Employee.Id. The transaction lists only."New value: +"Only these names: any Customer, Vendor or Employee Id."

Previous value: -"The four aging reports: how many aging buckets (QuickBooks default 4)."New value: +"Aging reports: number of buckets (default 4)."

Previous value: -"AgedReceivablesDetail and AgedPayablesDetail: keep only documents at least this many days past due."New value: +"Aging details: only documents at least this many days past due."

Previous value: -"Payment method NAME as QuickBooks shows it (Cash, Check, Visa, ...). ProfitAndLossDetail and the transaction lists."New value: +"Payment method NAME as QuickBooks shows it (Cash, Check, Visa, ...), not an id."

Previous value: -"TransactionList, ByCustomer, ByVendor: whether checks were printed."New value: +"Whether checks were printed."

Previous value: -"Type of report: ProfitAndLoss, ProfitAndLossByClass, BalanceSheet, CashFlow, AgedReceivables, AgedPayables, AgedReceivablesDetail, AgedPayablesDetail, TrialBalance, CustomerIncome, VendorExpenses, TransactionList, GeneralLedger, ProfitAndLossDetail, SalesByCustomer, SalesByProduct, VendorBalance, CustomerBalance, BudgetVsActuals, AccountList, CustomerBalanceDetail, VendorBalanceDetail, JournalReport, TransactionListByCustomer, TransactionListByVendor, TransactionListWithSplits, SalesByClass, SalesByDepartment, InventoryValuationSummary"New value: +"The report to run."

Previous value: -"0-based row offset for paging. When the message says more rows remain, call again with rowOffset advanced by the number of rows returned. Rows are a window into one flat list — a page may start mid-section, so [Section] headers from earlier pages still apply."New value: +"0-based row offset for the next page. A page can start mid-section, so [Section] headers from earlier pages still apply."

Previous value: -"Shipping method name as stored on the invoice. AgedReceivablesDetail and CustomerBalanceDetail."New value: +"Shipping method name as stored on the invoice."

Previous value: -"Column key to sort rows by (see columns). The detail and list reports only: AccountList, GeneralLedger, JournalReport, ProfitAndLossDetail, the balance details and the transaction lists. Sorting a money column is alphabetical, not numeric. On AccountList sort by account_name or detail_acc_type; account_bal is ignored."New value: +"Detail/list reports: column key to sort by. A money column sorts alphabetically, not numerically; AccountList ignores account_bal (sort by account_name or detail_acc_type)."

Previous value: -"ascend or descend, on the same detail and list reports as sortBy (alone it reverses the default order). Ignored by QuickBooks on every summary report, so refused there."New value: +"ascend or descend, with or without sortBy."

Previous value: -"Only postings whose source (bank/credit-card) account is one of these (Account.Id list). GeneralLedger only."New value: +"GeneralLedger: only postings whose source bank/credit-card account is one of these."

Previous value: -"The transaction lists only: keep transactions whose source account is of this type (Bank, CreditCard, AccountsReceivable, ...)."New value: +"Only transactions whose source account is of this type."

Previous value: -"Start date in YYYY-MM-DD format (e.g., 2025-01-01). Do NOT use natural language dates. REQUIRED for the period reports: ProfitAndLoss, ProfitAndLossByClass, CashFlow, TrialBalance, CustomerIncome, VendorExpenses, TransactionList, GeneralLedger, ProfitAndLossDetail, SalesByCustomer, SalesByProduct, BudgetVsActuals, JournalReport, TransactionListByCustomer, TransactionListByVendor, TransactionListWithSplits, SalesByClass, SalesByDepartment. Not used for the as-of reports (VendorBalance, CustomerBalance, AgedReceivables, AgedPayables, AgedReceivablesDetail, AgedPayablesDetail, CustomerBalanceDetail, VendorBalanceDetail, InventoryValuationSummary). Refused on AccountList, which has no period."New value: +"Period start, YYYY-MM-DD. Period reports only (see the description)."

Previous value: -"Split the report into one column per period or entity. Only these report types honour it: ProfitAndLoss, ProfitAndLossByClass, BalanceSheet, CashFlow, TrialBalance, VendorExpenses, SalesByCustomer, SalesByProduct, SalesByClass, SalesByDepartment, BudgetVsActuals — on any other type QuickBooks silently ignores it and returns the unsummarized report, so the tool refuses it there instead. ProfitAndLossByClass is the ready-made per-class P&L; summarizeBy=Classes does the same thing on any supported report."New value: +"One column per period or entity, plus a Total column. Only on the reports the description lists."

Previous value: -"Only documents on these payment terms (Term.Id list). The aging and balance detail reports, CustomerIncome and the transaction lists."New value: +"Only documents on these payment terms (Term.Id list)."

Previous value: -"Keep only this transaction type (one value; QuickBooks rejects a list). The transaction lists, GeneralLedger and JournalReport."New value: +"Only this transaction type (one value; a list is rejected)."

Previous value: -"Only these vendors (Vendor.Id list). Works on the P&L family, BalanceSheet, CashFlow, CustomerIncome, GeneralLedger, ProfitAndLossDetail, VendorExpenses, the payable agings, VendorBalance/Detail, TransactionList and TransactionListByVendor."New value: +"Only these vendors (Vendor.Id list)."