qb_check_duplicate
Checks whether a transaction with the same date and amount already exists in the QuickBooks company file within a date tolerance, preventing double-entry before you post a payment, transfer, or journal entry.
Instructions
Checks whether a transaction with this date+amount already exists somewhere in the company file, within a tolerance window (banks don't always post the two sides of a transfer/payment on the exact same date). Use this before posting anything, to avoid double-entry -- especially for payments/transfers, where the same real-world event can get recorded from either side of a linked account. By default it looks at Check, Deposit, CreditCardCharge, CreditCardCredit, Transfer, Invoice, ReceivePayment and JournalEntry.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"date": "<date>",
"amount": "<amount>"
},
"name": "qb_check_duplicate"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | Yes | ||
| amount | Yes | ||
| account | No | ||
| txn_types | No | ||
| date_tolerance_days | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |