Create Standard Book
create_standard_bookMakes one Standard Books document — a whole set of books: chart, journal, registers, parties and recorded documents — from one of two sources, and returns it sealed.
From a QuickBooks Online export: supply export_handle, the transfer handle of the export zip (add any report files exported beside it inside the zip; a bare workbook or CSV is refused), and currency, which an export never states. The book is built from the export's journal in code; judgment writes each account's description and instructions from the entries that post to it, and kinds any account nothing in the export places. No judgment sets or changes an amount, a date, an account or a link. The book is then proved against the export's own tables and reports: the result carries the export's trial balance and general ledger beside the book's, and every difference and question as an error with its evidence. Model-backed and metered; typically under a minute.
From a workspace chart: supply chart_id, and the book is the one this workspace holds for that chart — its chart, parties, registers and every posted entry — read from the workspace. No model.
The sealed book is behind a multi-read download handle; hand it to audit_standard_book, or keep it. For an export, report_handle names the rest: trial balances, general ledgers, errors, the account review and the proof against the export.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| chart_id | No | A chart this workspace holds (list_charts); the book is the workspace's for that chart. Exclusive with export_handle. | |
| currency | No | ISO 4217 code the export is kept in, e.g. USD. Required with export_handle: an export never states it. | |
| export_handle | No | Workspace-scoped transfer handle (upload:N) naming a QuickBooks Online export zip. Add any report files exported beside it (deposit detail, invoice list, aging) inside the zip. Exclusive with chart_id. | |
| workspace_tag | Yes | Active workspace id (the workspace_tag create_workspace and list_workspaces return). Scopes the call and its metered usage. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| book | Yes | Which book was made: identity, chart_identity, name, reporting_currency and its counts, as verify_standard_document reports them. | |
| engine | Yes | Stamped engine build/version identity for the tool result. | |
| handle | Yes | Multi-read download:N handle naming the sealed book package. | |
| report | No | Download descriptor for the conversion report (qbo_export). | |
| source | Yes | qbo_export or workspace_chart. | |
| status | Yes | book_created (from a workspace chart); for an export, reviewed, needs_information (errors or questions to answer) or unproved (the book differs from the export in a way it does not account for). | |
| chart_id | No | The chart the book was read for (workspace_chart). | |
| retained | Yes | Download descriptor for the sealed book: session_id, handle, file_name, media_type, byte_count, sha256, expires_at, download_program. | |
| error_codes | No | Errors per code (qbo_export). | |
| error_count | No | Errors and questions the book raises without a model (qbo_export). | |
| report_handle | No | Multi-read download:N handle naming the conversion report: status, reports (export and book trial balance and general ledger, and their differences), errors, chartAnalysis, chartImprovements, roundTrip (qbo_export). | |
| workspace_tag | Yes | Workspace scoped by the tool call. | |
| round_trip_proved | No | Whether the book reproduces the export's tables and reports (qbo_export). | |
| trial_balance_differences | No | Accounts where the export's trial balance and the book's differ (qbo_export). |