qb_query_transactions
Query QuickBooks Desktop transactions by type and date range. Retrieve normalized records with date, amount, payee, account, memo, and transaction ID for reconciliation or reporting.
Instructions
Queries transactions of one type (Check, Deposit, CreditCardCharge, CreditCardCredit, Transfer, JournalEntry). date_from/date_to as YYYY-MM-DD. Returns normalized records: date, amount, payee, account (first line), memo, txn_id, edit_sequence.
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": {
"txn_type": "<txn_type>"
},
"name": "qb_query_transactions"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| entity | No | ||
| account | No | ||
| date_to | No | ||
| txn_type | Yes | ||
| date_from | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |