get transaction list by customer
get_transaction_list_by_customerRead-only
Generate the QuickBooks transaction list by customer report. Returns { columns, column_types, rows }: each row has a type (section | data | total), a depth, and values aligned to columns (Money cells as numbers, first cell is the label on summary reports); id is the label cell's QuickBooks record id (e.g. the account); on detail reports ids aligns to values instead. All-zero rows are omitted and counted in hidden_zero_rows. filters lists the filters QuickBooks confirms it applied (a parameter it ignored is absent), and no_data: true means the period has nothing to report.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| params | No | QuickBooks report query parameters: start_date, end_date (YYYY-MM-DD) or date_macro (Today, Yesterday, This Week, Last Week, This Month, Last Month, This Month-to-date, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, ...); start_duedate, end_duedate (YYYY-MM-DD); customer, department; transaction_type (Invoice, ReceivePayment, Bill, BillPaymentCheck, Check, CreditCardCharge, Deposit, JournalEntry, Transfer, SalesReceipt, CreditMemo, Estimate, PurchaseOrder, VendorCredit, ...), source_account_type (Bank, AccountsReceivable, AccountsPayable, Income, Expense, CreditCard, ...), docnum, memo, cleared (Cleared|Uncleared|Reconciled), arpaid/appaid (All|Paid|Unpaid), bothamount (an exact amount), payment_method, term, group_by (Name|Account|Transaction Type|Customer|Vendor|Employee|Location|Payment Method|Day|Week|Month|Quarter|Year|None), start_createdate/end_createdate, start_moddate/end_moddate; sort_by (tx_date,txn_type,doc_num,name,memo,account_name,other_account,due_date,pmt_mthd,is_cleared,dept_name), sort_order (ascend|descend); this report does not accept a columns parameter. | |
| company | No | Which connected QuickBooks company to use (name, realm id, or connection id). Optional when only one company is connected. |