create_customer
Create a customer or sub-customer in QuickBooks with name, contact, address, and hierarchy settings. Returns customer details and a link to view.
Instructions
Create a customer or sub-customer. Accepts name parts, contact info, addresses, and hierarchy settings. Use parent_ref to create sub-customers or jobs. Returns customer details and a link to view in QuickBooks.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| display_name | Yes | Primary display name (must be unique in QuickBooks) | |
| given_name | No | First/given name (optional) | |
| middle_name | No | Middle name (optional) | |
| family_name | No | Last/family name (optional) | |
| suffix | No | Name suffix, e.g., 'Jr.' (optional) | |
| company_name | No | Company name (optional) | |
| No | Primary email address (optional) | ||
| phone | No | Primary phone number (optional) | |
| mobile | No | Mobile phone number (optional) | |
| bill_address | No | Billing address (optional) | |
| ship_address | No | Shipping address (optional, same shape as bill_address) | |
| notes | No | Notes about the customer (optional) | |
| taxable | No | Whether the customer is taxable (optional) | |
| parent_ref | No | Parent customer name or ID to create a sub-customer or job. Will be looked up to get ID. | |
| job | No | Mark this customer as a job (default: false). Jobs track work for a parent customer. | |
| bill_with_parent | No | If true, invoices for this sub-customer are billed to the parent (default: false) | |
| preferred_delivery_method | No | How invoices are delivered: Print, Email, or None | |
| sales_term_ref | No | Default payment terms name (e.g., 'Net 30'). Will be looked up to get ID. | |
| draft | No | If true, validate and show preview without creating (default: true) |