create_sales_receipt
Create a sales receipt in QuickBooks by specifying items, customer, and department names; auto-looks up IDs and returns a link to view the receipt.
Instructions
Create a sales receipt. Accepts item/customer/department names (will lookup IDs automatically). Lines reference items (products/services) not accounts. Returns receipt details and a link to view in QuickBooks.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| txn_date | Yes | Transaction date in YYYY-MM-DD format | |
| customer_name | No | Customer display name (e.g., 'Cash Sales'). Will be looked up to get ID. | |
| customer_id | No | Customer ID (use if you already know it, otherwise use customer_name) | |
| deposit_to_account | No | Bank account name or number to deposit into (e.g., 'Undeposited Funds', '1000'). Will be looked up to get ID. | |
| department_name | No | Header-level department/location name (e.g., '20358', 'Cotati'). Will be looked up to get ID. | |
| department_id | No | Header-level department/location ID (use if you already know it, otherwise use department_name) | |
| memo | No | Private memo for the sales receipt | |
| doc_number | No | Reference number for the sales receipt (optional) | |
| lines | Yes | Array of line items. Each line references an item (product/service). Provide item_name OR item_id (name preferred). | |
| draft | No | If true, validate and show preview without creating (default: true) |