QuickBooks Online data API: invoices, bank feeds and P&L

Intuit Inc · Business

Intuit QuickBooks for Business is Intuit Inc.'s Android client for QuickBooks Online, the cloud bookkeeping product the Mountain View company sells to small and mid-size businesses. From the home dashboard owners raise invoices and estimates, snap receipts for expenses, match bank and card feeds, take card or ACH payments, run payroll, and open profit-and-loss and cash-flow views without sitting at a desktop. The same company file is shared with bookkeepers and accountants who already work in QuickBooks Online on the web, so a shop owner on the road and a firm on the books stay on one ledger. Play-listed as Intuit QuickBooks for Business (the binary brands itself QuickBooks Online), it is the mobile front door for Intuit's US-centric SMB accounting franchise and also ships for QuickBooks Online companies in India, France and Mexico; it competes with Xero, FreshBooks, Sage and Zoho Books for phone-first bookkeeping.

Open-invoice Balance and DueDate ride on each sales document next to DocNumber, TotalAmt and the customer DisplayName, while the invoice list also returns openTotalAmount, overdueTotalCount and receivable status. Chart-of-accounts rows carry CurrentBalance, AccountType and linked bank-feed bankBalance, totalMoneyIn and totalMoneyOut; cash-flow windows add moneyIn, moneyOut and endingBalance, and P&L aggregates split income, expense and profit value.

Collections teams can age AR from those open and overdue totals, cash-ops dashboards can reconcile book balances against bank-feed figures, and FP&A tools can chart P&L and cash-flow spans without re-keying the company file. openData Studio turns that company-books surface into callable open data.

Screenshots

API surface

The endpoints and request/response examples below are reconstructed from the app's interface — illustrative, not a live capture.

Query company entities (QBO v3)

GET /v1/books/{companyId}/query openfinance

Runs QuickBooks Online's v3 query language against the signed-in company (Invoice, Customer, Account, Payment, Item, Vendor and other QueryResponse collections).

Auth: OAuth 2 Bearer from Intuit identity sign-in (Authorization header). Company scoped by realmId; originating-app header identifies the Android client.

Id
SyncToken
DocNumber
TxnDate
DueDate
TotalAmt
Balance
CustomerRef
BillEmail
AllowOnlineACHPayment
AllowOnlineCreditCardPayment
status

GET /v1/books/934145123456/query?query=SELECT%20*%20FROM%20Invoice%20WHERE%20Balance%20%3E%20%270%27%20STARTPOSITION%201%20MAXRESULTS%2020 HTTP/1.1
Authorization: Bearer <intuit_access_token>
Accept: application/json

{
  "QueryResponse": {
    "Invoice": [
      {
        "Id": "142",
        "SyncToken": "3",
        "DocNumber": "1042",
        "TxnDate": "2026-09-12",
        "DueDate": "2026-10-12",
        "TotalAmt": "1850.00",
        "Balance": "1850.00",
        "CustomerRef": {"value": "88", "name": "Harbor Mill Coffee"},
        "BillEmail": {"Address": "[email protected]"},
        "AllowOnlineACHPayment": true,
        "AllowOnlineCreditCardPayment": true,
        "status": "Open"
      }
    ],
    "maxResults": 20,
    "startPosition": 1
  }
}

Record customer payment

POST /v1/books/{companyId}/customer-payments openfinance

Posts a customer payment against open invoices and optionally processes card/ACH through Payments Hub.

Auth: OAuth 2 Bearer from Intuit identity sign-in (Authorization header). Company scoped by realmId; originating-app header identifies the Android client.

Id
CustomerRef
TotalAmt
UnappliedAmt
TxnDate
PaymentRefNum
DepositToAccountRef
ProcessPayment
LinkedTxn
status
TxnSource

POST /v1/books/934145123456/customer-payments HTTP/1.1
Authorization: Bearer <intuit_access_token>
Content-Type: application/json

{
  "CustomerRef": {"value": "88", "name": "Harbor Mill Coffee"},
  "TotalAmt": "1850.00",
  "TxnDate": "2026-10-01",
  "PaymentRefNum": "ACH-88421",
  "DepositToAccountRef": {"value": "35"},
  "ProcessPayment": true,
  "Line": [{"Amount": "1850.00", "LinkedTxn": [{"TxnId": "142", "TxnType": "Invoice"}]}]
}

{
  "Payment": {
    "Id": "901",
    "SyncToken": "0",
    "CustomerRef": {"value": "88", "name": "Harbor Mill Coffee"},
    "TotalAmt": "1850.00",
    "UnappliedAmt": "0",
    "TxnDate": "2026-10-01",
    "PaymentRefNum": "ACH-88421",
    "DepositToAccountRef": {"value": "35"},
    "status": "Completed",
    "TxnSource": "QBOMobile"
  }
}

Run company report

GET /v1/books/{companyId}/reports/{reportName} opendata

Executes a named QuickBooks Online report (ProfitAndLoss and other reportEndPoint values) as column/row grids for the reports screen.

Auth: OAuth 2 Bearer from Intuit identity sign-in (Authorization header). Company scoped by realmId; originating-app header identifies the Android client.

ReportName
StartPeriod
EndPeriod
Currency
ColTitle
ColType
group
ColData
value

GET /v1/books/934145123456/reports/ProfitAndLoss?start_date=2026-09-01&end_date=2026-09-30&accounting_method=Accrual HTTP/1.1
Authorization: Bearer <intuit_access_token>
Accept: application/json

{
  "Header": {"ReportName": "ProfitAndLoss", "StartPeriod": "2026-09-01", "EndPeriod": "2026-09-30", "Currency": "USD"},
  "Columns": {"Column": [{"ColTitle": "", "ColType": "Account"}, {"ColTitle": "Total", "ColType": "Money"}]},
  "Rows": {"Row": [
    {"group": "Income", "Summary": {"ColData": [{"value": "Income"}, {"value": "48210.00"}]}},
    {"group": "Expenses", "Summary": {"ColData": [{"value": "Expenses"}, {"value": "27140.00"}]}},
    {"group": "NetIncome", "Summary": {"ColData": [{"value": "Net Income"}, {"value": "21070.00"}]}}
  ]}
}

Download transaction PDF
GET /v1/books/{companyId}/txns/{txnKind}/{txnId}/file opendata
Fetches the printable PDF for an invoice, estimate, sales receipt or other transaction type from the share/print sheet.
Auth: OAuth 2 Bearer from Intuit identity sign-in (Authorization header). Company scoped by realmId; originating-app header identifies the Android client.
- contentType
- transactionType
- transactionId
- DocNumber
- fileName
- byteSize
```
GET /v1/books/934145123456/txns/invoice/142/file HTTP/1.1
Authorization: Bearer <intuit_access_token>
Accept: application/pdf
```
```
{
  "contentType": "application/pdf",
  "transactionType": "invoice",
  "transactionId": "142",
  "DocNumber": "1042",
  "fileName": "Invoice_1042.pdf",
  "byteSize": 86421
}
```

Create sales receipt

POST /v1/books/{companyId}/walk-in-sales openfinance

Creates a paid-in-full sales receipt (counter sale) and deposits it to a book account.

Auth: OAuth 2 Bearer from Intuit identity sign-in (Authorization header). Company scoped by realmId; originating-app header identifies the Android client.

Id
SyncToken
DocNumber
TxnDate
TotalAmt
Balance
CustomerRef
DepositToAccountRef
Line

POST /v1/books/934145123456/walk-in-sales HTTP/1.1
Authorization: Bearer <intuit_access_token>
Content-Type: application/json

{
  "DocNumber": "SR-221",
  "TxnDate": "2026-10-02",
  "CustomerRef": {"value": "88"},
  "TotalAmt": "64.50",
  "DepositToAccountRef": {"value": "35", "name": "Checking"},
  "Line": [{"Amount": "64.50", "Description": "Drip bar — 2 drinks", "DetailType": "SalesItemLineDetail"}]
}

{
  "SalesReceipt": {
    "Id": "310",
    "SyncToken": "0",
    "DocNumber": "SR-221",
    "TxnDate": "2026-10-02",
    "TotalAmt": "64.50",
    "Balance": "0",
    "CustomerRef": {"value": "88", "name": "Harbor Mill Coffee"},
    "DepositToAccountRef": {"value": "35", "name": "Checking"}
  }
}

List invoices (GetInvoices)

GET /v1/books/{companyId}/invoices openfinance

Pages the company's sales documents for the invoice list, with receivable balance, due date and online-payment flags.

Auth: OAuth 2 Bearer from Intuit identity sign-in (Authorization header). Company scoped by realmId; originating-app header identifies the Android client.

id
type
referenceNumber
status
amount
txnDate
balance
dueDate
displayName
enableCCPayment
enableBankPayment
totalTaxAmount
shareLink
endCursor

GET /v1/books/934145123456/invoices?status=Open&first=20&orderBy=txnDate%20DESC HTTP/1.1
Authorization: Bearer <intuit_access_token>
Accept: application/json

{
  "data": {
    "company": {
      "sales": {
        "pageInfo": {"hasNextPage": true, "endCursor": "Y3Vyc29yOjIw"},
        "edges": [{
          "node": {
            "id": "142",
            "type": "Invoice",
            "referenceNumber": "1042",
            "status": "Open",
            "amount": "1850.00",
            "txnDate": "2026-09-12",
            "receivable": {"balance": "1850.00", "dueDate": "2026-10-12", "onlinePaymentInfo": {"enableCCPayment": true, "enableBankPayment": true}},
            "contact": {"id": "88", "displayName": "Harbor Mill Coffee"},
            "tax": {"totalTaxAmount": "148.00"},
            "delivery": {"status": "EmailSent"}
          }
        }]
      }
    }
  }
}

Invoice open/overdue totals

GET /v1/books/{companyId}/invoices/rollups opendata

Returns the invoice-list summary chips: open, paid and overdue counts and amounts.

Auth: OAuth 2 Bearer from Intuit identity sign-in (Authorization header). Company scoped by realmId; originating-app header identifies the Android client.

openTotalCount
openTotalAmount
overallCount
overallAmount
paidTotalCount
paidTotalAmount
overdueTotalCount
overdueTotalAmount

GET /v1/books/934145123456/invoices/rollups?asOfDate=2026-10-05 HTTP/1.1
Authorization: Bearer <intuit_access_token>
Accept: application/json

{
  "data": {
    "company": {
      "saleSummary_getStats": {
        "edges": [{
          "node": {
            "openTotalCount": 14,
            "openTotalAmount": "12840.00",
            "overallCount": 86,
            "overallAmount": "94120.00",
            "paidTotalCount": 72,
            "paidTotalAmount": "81280.00",
            "overdueTotalCount": 3,
            "overdueTotalAmount": "2100.00"
          }
        }]
      }
    }
  }
}

Create invoice (createSales_Sale)

POST /v1/books/{companyId}/invoices openfinance

Creates a sales invoice from the mobile new-invoice form, returning line items and the open receivable.

Auth: OAuth 2 Bearer from Intuit identity sign-in (Authorization header). Company scoped by realmId; originating-app header identifies the Android client.

id
type
referenceNumber
status
amount
txnDate
balance
dueDate
description
quantity
rate
item

POST /v1/books/934145123456/invoices HTTP/1.1
Authorization: Bearer <intuit_access_token>
Content-Type: application/json

{
  "contactId": "88",
  "txnDate": "2026-10-05",
  "dueDate": "2026-11-04",
  "lines": [{"itemId": "12", "description": "Catering — 40 covers", "quantity": 1, "rate": "1850.00", "amount": "1850.00"}]
}

{
  "data": {
    "createSales_Sale": {
      "salesSaleEdge": {
        "node": {
          "id": "155",
          "type": "Invoice",
          "referenceNumber": "1043",
          "status": "Open",
          "amount": "1850.00",
          "txnDate": "2026-10-05",
          "receivable": {"balance": "1850.00", "dueDate": "2026-11-04"},
          "lines": {"edges": [{"node": {"id": "1", "description": "Catering — 40 covers", "quantity": 1, "rate": "1850.00", "amount": "1850.00", "item": {"id": "12", "name": "Catering"}}}]}
        }
      }
    }
  }
}

List customers

GET /v1/books/{companyId}/parties/customers opendata

Searches the customer directory with outstanding AR balance, emails, phones and billing address for the customers screen.

Auth: OAuth 2 Bearer from Intuit identity sign-in (Authorization header). Company scoped by realmId; originating-app header identifies the Android client.

id
displayName
firstName
lastName
companyName
active
totalAmount
address
number
city
state
postalCode
totalCount

GET /v1/books/934145123456/parties/customers?search=Harbor&offset=0&limit=25 HTTP/1.1
Authorization: Bearer <intuit_access_token>
Accept: application/json

{
  "data": {
    "contacts": {
      "totalCount": 1,
      "data": [{
        "id": "88",
        "displayName": "Harbor Mill Coffee",
        "firstName": "Maya",
        "lastName": "Chen",
        "companyName": "Harbor Mill Coffee LLC",
        "active": true,
        "balance": {"totalAmount": "1850.00"},
        "emailDirectory": {"primary": {"address": "[email protected]"}},
        "phoneDirectory": {"primary": {"number": "+1-415-555-0142"}},
        "addressDirectory": {"billing": {"city": "San Francisco", "state": "CA", "postalCode": "94107", "country": "US"}}
      }]
    }
  }
}

List vendors

GET /v1/books/{companyId}/parties/vendors opendata

Pages vendor contacts for bills and expenses, including print-on-check name and active vendor profile.

Auth: OAuth 2 Bearer from Intuit identity sign-in (Authorization header). Company scoped by realmId; originating-app header identifies the Android client.

id
displayName
companyName
givenName
familyName
printOnCheckName
emailAddress
number
active
realmId
localId

GET /v1/books/934145123456/parties/vendors?active=true&first=25 HTTP/1.1
Authorization: Bearer <intuit_access_token>
Accept: application/json

{
  "data": {
    "company": {
      "contacts": {
        "pageInfo": {"hasNextPage": false, "endCursor": null},
        "edges": [{
          "node": {
            "id": "44",
            "displayName": "Pacific Roasters",
            "companyName": "Pacific Roasters Inc",
            "person": {"givenName": "Luis", "familyName": "Ortega", "printOnCheckName": "Pacific Roasters Inc"},
            "contactMethods": {"emails": [{"emailAddress": "[email protected]", "primary": true}], "telephones": [{"number": "+1-510-555-0199"}]},
            "profiles": {"vendor": {"active": true}}
          }
        }]
      }
    }
  }
}

Profit and loss totals

GET /v1/books/{companyId}/pnl opendata

Returns period P&L aggregates with prior-period compare — the numbers on the profit-and-loss home card.

Auth: OAuth 2 Bearer from Intuit identity sign-in (Authorization header). Company scoped by realmId; originating-app header identifies the Android client.

income
expense
profit
value
count
diff
diffPercentage
percentCount
uncategorized

GET /v1/books/934145123456/pnl?startDate=2026-09-01&endDate=2026-09-30&accountingMethod=ACCRUAL&calendar=MONTH HTTP/1.1
Authorization: Bearer <intuit_access_token>
Accept: application/json

{
  "data": {
    "profitability": {
      "income": {"aggregate": {"total": {"value": "48210.00"}, "count": {"value": 86}}},
      "expense": {"aggregate": {"total": {"value": "27140.00"}, "count": {"value": 54}}},
      "profit": {"aggregate": {"total": {"value": "21070.00", "compareTo": {"value": "19840.00", "diff": "1230.00", "diffPercentage": "6.2"}}, "percentCount": {"value": "43.7"}}},
      "uncategorized": {"all": {"aggregate": {"count": {"value": 2}}}}
    }
  }
}

Cash-flow summary

GET /v1/books/{companyId}/cash-plan openfinance

Returns money-in / money-out and ending cash balances for the cash-flow widget and 12-month forecast.

Auth: OAuth 2 Bearer from Intuit identity sign-in (Authorization header). Company scoped by realmId; originating-app header identifies the Android client.

summaryStartDate
summaryEndDate
summarySpan
source
moneyIn
moneyOut
endingBalance
summaryType
startDate
endDate

GET /v1/books/934145123456/cash-plan?summaryStartDate=2026-10-01&summaryEndDate=2026-10-31&summarySpan=MONTH HTTP/1.1
Authorization: Bearer <intuit_access_token>
Accept: application/json

{
  "data": {
    "getCashflowSummary": {
      "summaryStartDate": "2026-10-01",
      "summaryEndDate": "2026-10-31",
      "summarySpan": "MONTH",
      "source": "BOOKS_AND_BANK",
      "summaryData": [
        {"startDate": "2026-10-01", "endDate": "2026-10-07", "moneyIn": "6240.00", "moneyOut": "4180.00", "endingBalance": "15210.00", "summaryType": "WEEK"},
        {"startDate": "2026-10-08", "endDate": "2026-10-14", "moneyIn": "5100.00", "moneyOut": "3900.00", "endingBalance": "16410.00", "summaryType": "WEEK"}
      ]
    }
  }
}

Bank-feed account balances

GET /v1/books/{companyId}/bank-links openbanking

Reads chart-of-accounts bank/credit-card rows plus online-banking (OLB) feed balances and money-in/out for the banking home.

Auth: OAuth 2 Bearer from Intuit identity sign-in (Authorization header). Company scoped by realmId; originating-app header identifies the Android client.

id
accountType
accountSubType
fullName
code
bankBalance
totalMoneyIn
totalMoneyOut
transactionCount
startDate
endDate

GET /v1/books/934145123456/bank-links?startDate=2026-10-01&endDate=2026-10-31 HTTP/1.1
Authorization: Bearer <intuit_access_token>
Accept: application/json

{
  "data": {
    "company": {
      "accountsSummary": {
        "accountGroups": [{
          "financialPeriod": {"startDate": "2026-10-01", "endDate": "2026-10-31"},
          "accounts": {"edges": [{
            "node": {
              "id": "35",
              "accountType": "Bank",
              "accountSubType": "Checking",
              "fullName": "Checking",
              "currencyInfo": {"code": "USD"},
              "olbAccounts": {"edges": [{
                "node": {"id": "olb-35", "bankBalance": "16410.55", "totalMoneyIn": "11340.00", "totalMoneyOut": "8080.00", "transactionCount": 47}
              }]}
            }
          }]}
        }]
      }
    }
  }
}

Expense totals by category

GET /v1/books/{companyId}/costs/by-category opendata

Breaks expenses by category with prior-period compare for the expenses analytics card.

Auth: OAuth 2 Bearer from Intuit identity sign-in (Authorization header). Company scoped by realmId; originating-app header identifies the Android client.

category
id
name
categorized
count
total
value
diffPercentage

GET /v1/books/934145123456/costs/by-category?startDate=2026-09-01&endDate=2026-09-30&compareTo=PREVIOUS_PERIOD&includeUncategorized=true HTTP/1.1
Authorization: Bearer <intuit_access_token>
Accept: application/json

{
  "data": {
    "expenses": [
      {
        "category": {"id": "61", "name": "Meals and Entertainment"},
        "categorized": true,
        "aggregate": {
          "count": {"value": 18, "compareTo": {"value": 14, "diffPercentage": "28.6"}},
          "total": {"value": "2140.00", "compareTo": {"value": "1680.00", "diffPercentage": "27.4"}}
        }
      }
    ]
  }
}

Where teams use this data

AR collections dashboard
A collections bot pages GetInvoices for Open documents, reads receivable.balance and dueDate, and ages them against InvoiceTotals overdueTotalAmount so a shop owner sees who is late without exporting a spreadsheet.
Bank-feed reconciliation
Nightly jobs compare olbAccounts.bankBalance and totalMoneyIn/totalMoneyOut with book CurrentBalance on Bank accounts, then flag unmatched transactionCount spikes before the owner opens the banking home.
Customer credit check
A B2B underwriting screen looks up DisplayName, companyName and Customer.balance.totalAmount (plus PrimaryEmailAddr) before extending terms, using the same customer card the invoice form already loads.
Cash-ops vs books
FP&A tools chart GetCashflowSummary moneyIn, moneyOut and endingBalance next to ProfitAndLoss income/expense/profit.value so cash and accrual views stay on one company file.

Frequently asked questions

Does the QuickBooks Android app expose invoice balances, not just a PDF?

Yes. The sales-document list returns referenceNumber, amount, receivable.balance and dueDate per invoice, the invoice rollup adds openTotalAmount and overdueTotalCount, and the company query returns the same Balance, DocNumber and DueDate fields used on the invoice list.

Can I read connected bank balances from the company file?

Linked bank rows nest online-banking accounts with bankBalance, totalMoneyIn, totalMoneyOut and transactionCount on each Bank or credit-card book account, which is what the banking home uses after a feed refresh.

How does the app authenticate company calls?

After Intuit identity sign-in the client attaches an OAuth 2 Bearer token in the Authorization header, scopes the company by realmId, and sends an originating-app header that identifies the Android client on REST and Graph-style company calls.

Is this the public Intuit Developer API?

The calls match what the first-party Android client makes after login for a signed-in QuickBooks Online company — not a separately provisioned developer app. Treat tokens as the signed-in user's company session.

More Business apps

Topics

QuickBooks Online API
QuickBooks invoice Balance DueDate
QuickBooks customer DisplayName
QuickBooks bank feed bankBalance
QuickBooks profit and loss
QuickBooks cash flow moneyIn
Intuit company books
QuickBooks company query

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QuickBooks Online data API: invoices, bank feeds and P&L

Screenshots

API surface

Query company entities (QBO v3)

Record customer payment

Run company report

Download transaction PDF

Create sales receipt

List invoices (GetInvoices)

Invoice open/overdue totals

Create invoice (createSales_Sale)

List customers

List vendors

Profit and loss totals

Cash-flow summary

Bank-feed account balances

Expense totals by category

Data categories

Where teams use this data

AR collections dashboard

Bank-feed reconciliation

Customer credit check

Cash-ops vs books

Frequently asked questions

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