Search customers
search_customersFind QuickBooks customers by name prefix, exact email, or active status. Retrieve a customer ID from known details or verify an existing record before creating a new customer.
Instructions
Find customers by display-name prefix, exact primary email, or active flag. Use it to turn a name or email an agent was given into a customer Id, and to check for an existing record before create_customer. Read-only. Filters combine with AND, and name_contains is a prefix match because the QuickBooks query language only supports a trailing wildcard. Calling it with no filters returns the whole roster one page at a time.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| No | Exact primary email address to match. Partial or domain-only matching is not supported. | ||
| active | No | Filter on the QuickBooks Active flag: true returns only active customers, false only deactivated ones, and omitting it returns both. | |
| max_results | No | Maximum rows to return in this page, between 1 and 1000. QuickBooks serves at most 1000 rows per query, so larger result sets need several calls. | |
| name_contains | No | Start of the customer display name. QuickBooks matches with a trailing wildcard only, so substring and suffix matches are not supported. | |
| start_position | No | One-based index of the first row to return. Page by adding max_results to it: with max_results 20, the second page starts at 21. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ok | Yes | ||
| count | No | ||
| error | No | ||
| customers | No | ||
| max_results | No | ||
| start_position | No |