qb_query_transactions
Retrieve transaction records by type (Check, Deposit, etc.) with optional date range, account, and entity filters. Returns normalized data including date, amount, payee, account, memo, and identifiers.
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.
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 |