QuickBooks Desktop (via Conductor) MCP
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QuickBooks Desktop (via Conductor) Triggers
New or Updated Invoice
Fires when an invoice is created or updated (e.g. line items, balance, or payment status changed) in QuickBooks Desktop. One event per invoice change, not create-only.
New Payment
Fires once when a new customer payment is recorded (Accounts Receivable) in QuickBooks Desktop — a "Receive Payment" transaction, e.g. from the Record Payment action's Customer Payment mode. Create-only: editing an existing payment does not re-fire it. Vendor bill payments (Accounts Payable) do not fire this trigger.
QuickBooks Desktop (via Conductor) Actions
Upsert Customer
Creates a customer in QuickBooks Desktop, or updates it if one with the same name already exists.
Upsert Vendor
Creates a vendor in QuickBooks Desktop, or updates it if one with the same name already exists.
Create Invoice
Creates an invoice for a customer in QuickBooks Desktop.
Create Bill
Creates a vendor bill (accounts payable) in QuickBooks Desktop, expensed against one or more accounts.
Record Payment
Records a customer payment against open invoices, or a vendor bill payment by check or credit card, in QuickBooks Desktop.
Query Transactions
Searches across all transaction types in QuickBooks Desktop (invoices, bills, payments, and more) with date and type filters.
List Items
Lists Service and Non-Inventory items from QuickBooks Desktop, for finding the exact item name to use in Create Invoice's line items.
Custom API Call
Make a custom API call to a specific endpoint
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