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Intuit QuickBooks for Business 图标

QuickBooks Online 数据 API：发票、银行回单与损益

Intuit Inc · 企业办公

在 Google Play 中打开

Intuit QuickBooks for Business 是 Intuit Inc. 为 QuickBooks Online 做的 Android 客户端。这家山景城公司把云端记账卖给中小企业：店主在首页开具发票和报价单、拍收据记费用、匹配银行与信用卡回单、收取卡或 ACH 款项、跑工资，并查看损益与现金流，不必坐在桌面端。同一套公司账本与已经在网页版 QuickBooks Online 上做账的会计师、记账员共享，出门在外的店主和事务所对着同一本账。Play 上架名为 Intuit QuickBooks for Business（安装包自称 QuickBooks Online），是 Intuit 以美国中小企业为主的记账产品的手机入口，也覆盖印度、法国、墨西哥等 QuickBooks Online 地区，对标 Xero、FreshBooks、Sage 与 Zoho Books 的手机记账。

未结发票上的 Balance 与 DueDate 紧挨 DocNumber、TotalAmt 和客户 DisplayName；发票列表还给出 openTotalAmount、overdueTotalCount 与应收 status。科目表行带 CurrentBalance、AccountType 以及银行回单里的 bankBalance、totalMoneyIn、totalMoneyOut；现金流窗口补上 moneyIn、moneyOut 与 endingBalance，损益合计则拆成收入、费用与利润的 value。

催收团队可以用未结与逾期合计做账龄，资金台账可以把账面余额对上银行回单，FP&A 工具也能直接画损益和现金流跨度，不必再手工倒账。openData Studio 把这套公司账本做成可调用的开放数据。

应用截图

  • Intuit QuickBooks for Business 应用截图 1
  • Intuit QuickBooks for Business 应用截图 2
  • Intuit QuickBooks for Business 应用截图 3
  • Intuit QuickBooks for Business 应用截图 4
  • Intuit QuickBooks for Business 应用截图 5
  • Intuit QuickBooks for Business 应用截图 6
  • Intuit QuickBooks for Business 应用截图 7
  • Intuit QuickBooks for Business 应用截图 8

API 端点一览

以下端点与请求/响应示例均依据应用界面推导重构，为示意说明，并非实际抓包。

  • 查询公司实体（QBO v3）

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

    对已登录公司运行 QuickBooks Online v3 查询语言，返回 Invoice、Customer、Account、Payment、Item、Vendor 等 QueryResponse 集合。

    认证方式： Intuit 身份登录下发的 OAuth 2 Bearer（Authorization 请求头）。公司范围由 realmId 限定；来源应用头标明 Android 客户端。

    • 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
  }
}

  • 登记客户收款

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

    把客户收款过账到未结发票，并可选择通过 Payments Hub 处理卡或 ACH。

    认证方式： Intuit 身份登录下发的 OAuth 2 Bearer（Authorization 请求头）。公司范围由 realmId 限定；来源应用头标明 Android 客户端。

    • 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"
  }
}

  • 运行公司报表

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

    按 reportEndPoint 执行 QuickBooks Online 命名报表（如 ProfitAndLoss），以行列网格返回给报表界面。

    认证方式： Intuit 身份登录下发的 OAuth 2 Bearer（Authorization 请求头）。公司范围由 realmId 限定；来源应用头标明 Android 客户端。

    • 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"}]}}
  ]}
}

  • 下载交易 PDF

    GET /v1/books/{companyId}/txns/{txnKind}/{txnId}/file opendata

    从分享/打印页拉取发票、报价单、销售收据等交易的可打印 PDF。

    认证方式： Intuit 身份登录下发的 OAuth 2 Bearer（Authorization 请求头）。公司范围由 realmId 限定；来源应用头标明 Android 客户端。

    • 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
}

  • 创建销售收据

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

    创建已全额收款的销售收据（柜台销售）并过入账面账户。

    认证方式： Intuit 身份登录下发的 OAuth 2 Bearer（Authorization 请求头）。公司范围由 realmId 限定；来源应用头标明 Android 客户端。

    • 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"}
  }
}

  • 列出发票（GetInvoices）

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

    分页拉取公司销售单据供发票列表使用，含应收余额、到期日与在线收款开关。

    认证方式： Intuit 身份登录下发的 OAuth 2 Bearer（Authorization 请求头）。公司范围由 realmId 限定；来源应用头标明 Android 客户端。

    • 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"}
          }
        }]
      }
    }
  }
}

  • 发票未结/逾期合计

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

    返回发票列表摘要条：未结、已付与逾期的笔数和金额。

    认证方式： Intuit 身份登录下发的 OAuth 2 Bearer（Authorization 请求头）。公司范围由 realmId 限定；来源应用头标明 Android 客户端。

    • 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"
          }
        }]
      }
    }
  }
}

  • 创建发票（createSales_Sale）

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

    从手机新建发票表单创建销售发票，返回行项目与未结应收。

    认证方式： Intuit 身份登录下发的 OAuth 2 Bearer（Authorization 请求头）。公司范围由 realmId 限定；来源应用头标明 Android 客户端。

    • 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"}}}]}
        }
      }
    }
  }
}

  • 列出客户

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

    搜索客户目录，返回未结应收余额、邮箱、电话与账单地址，供客户界面使用。

    认证方式： Intuit 身份登录下发的 OAuth 2 Bearer（Authorization 请求头）。公司范围由 realmId 限定；来源应用头标明 Android 客户端。

    • 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"}}
      }]
    }
  }
}

  • 列出供应商

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

    分页拉取账单与费用所用的供应商联系人，含支票打印名与启用中的供应商档案。

    认证方式： Intuit 身份登录下发的 OAuth 2 Bearer（Authorization 请求头）。公司范围由 realmId 限定；来源应用头标明 Android 客户端。

    • 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}}
          }
        }]
      }
    }
  }
}

  • 损益合计

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

    返回期间损益合计及与上期对比——利润表首页卡片上的数字。

    认证方式： Intuit 身份登录下发的 OAuth 2 Bearer（Authorization 请求头）。公司范围由 realmId 限定；来源应用头标明 Android 客户端。

    • 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}}}}
    }
  }
}

  • 现金流摘要

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

    返回现金流小组件与 12 个月预测所用的资金流入、流出与期末现金余额。

    认证方式： Intuit 身份登录下发的 OAuth 2 Bearer（Authorization 请求头）。公司范围由 realmId 限定；来源应用头标明 Android 客户端。

    • 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"}
      ]
    }
  }
}

  • 银行回单账户余额

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

    读取科目表中的银行/信用卡科目，以及网上银行（OLB）回单余额与资金进出，供银行首页使用。

    认证方式： Intuit 身份登录下发的 OAuth 2 Bearer（Authorization 请求头）。公司范围由 realmId 限定；来源应用头标明 Android 客户端。

    • 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}
              }]}
            }
          }]}
        }]
      }
    }
  }
}

  • 按类别的费用合计

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

    按类别拆分费用并与上期对比，供费用分析卡片使用。

    认证方式： Intuit 身份登录下发的 OAuth 2 Bearer（Authorization 请求头）。公司范围由 realmId 限定；来源应用头标明 Android 客户端。

    • 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"}}
        }
      }
    ]
  }
}

数据类别

  • 发票
  • 客户
  • 供应商
  • 收款
  • 科目表
  • 银行回单
  • 现金流
  • 损益
  • 费用
  • 销售收据

数据使用场景与案例

  • 应收催收看板

    催收机器人分页拉取 GetInvoices 中 Open 单据，读取 receivable.balance 与 dueDate，并对照 InvoiceTotals 的 overdueTotalAmount 做账龄，店主无需导出表格即可看到谁逾期。

  • 银行回单对账

    夜间任务把 olbAccounts.bankBalance、totalMoneyIn/totalMoneyOut 与银行科目账面 CurrentBalance 对比，并在店主打开银行首页前标出 transactionCount 异常。

  • 客户授信核验

    B2B 授信界面在放账前查询 DisplayName、companyName 与 Customer.balance.totalAmount（以及 PrimaryEmailAddr），字段与发票表单上的客户卡片一致。

  • 现金与账面对照

    FP&A 工具把 GetCashflowSummary 的 moneyIn、moneyOut、endingBalance 与 ProfitAndLoss 的收入/费用/利润 value 画在同一公司账套上。

常见问题

QuickBooks 安卓端除了 PDF，能读出发票余额吗？

可以。GetInvoices 返回每张销售单据的 referenceNumber、amount、receivable.balance 与 dueDate；InvoiceTotals 补充 openTotalAmount 与 overdueTotalCount；v3 query 则给出发票列表所用的 Balance、DocNumber、DueDate。

能读到已连接银行账户的余额吗？

accountsSummary 的 GraphQL 文档在每个银行/信用卡账面科目下嵌套 olbAccounts，含 bankBalance、totalMoneyIn、totalMoneyOut 与 transactionCount，正是银行首页刷新回单后展示的数字。

应用如何鉴权公司级调用？

Intuit 身份登录后，客户端携带 OAuth 2 Bearer（AuthInterceptor 写入 Authorization），用 realmId 限定公司，并在 QBO v3 REST 与 v4 GraphQL 上发送 X-Intuit-Originating-App: QBO_ANDROID。

这是 Intuit 对外的开发者 API 吗？

路径与 QuickBooks Online 的公司 v3 REST、v4 GraphQL 一致，但它们是安卓客户端登录后的第一方调用，而不是另行开通的开发者应用。令牌应视为已登录用户的公司会话。

更多企业办公类应用

相关主题

  • QuickBooks Online API
  • QuickBooks 发票 Balance
  • QuickBooks 客户 DisplayName
  • QuickBooks 银行回单 bankBalance
  • QuickBooks 损益
  • QuickBooks 现金流 moneyIn
  • Intuit QBO GraphQL
  • QuickBooks v3 query

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