find_transactions
Search QuickBooks Online transactions by type, date range, customer, vendor, or amount. Returns IDs and key fields for matching entries.
Instructions
Search QBO transactions by metadata, returning Id + key fields per match.
txn_type: one of Bill, Invoice, JournalEntry, Purchase, Deposit, CreditMemo, VendorCredit. Provide at least one filter. date_start/date_end define a TxnDate range (YYYY-MM-DD). customer is for Invoice/CreditMemo; vendor is for Bill/Purchase/VendorCredit.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| txn_type | Yes | ||
| doc_number | No | ||
| date | No | ||
| date_start | No | ||
| date_end | No | ||
| customer | No | ||
| vendor | No | ||
| amount | No | ||
| limit | No |