Get customer
Retrieve selected customer identity/contact fields and recorded balance.
Connector library
QuickBooks Online connector.
Read QuickBooks Online customers and invoices, including balances and linked transactions, using bounded vendor query pagination and an authorized company ID.
Connector download
Download QuickBooks Online
Versioned ZIP for your CXFabric tenant.
Use this connector in a flow
- Register the ZIP in your tenant, or add a new version if the connector is already installed.
- Create or select a credential if the action requires one.
- In a Draft flow, add an available action, choose its version, connect it, and map inputs.
- Test the step and flow; review output and failures before activation.
See readme.md in the ZIP for settings and limitations.
- Version
v0.2.0.1 Choose version
- Release
- 2026-10-03
- Package
- Implemented source
- Schema credentials
- Bearer token
- Connection settings
- API Base URL
- Package size
- 9 KB
- SHA-256
cd2f300703c913feabad660aa5949e99fe2ad4002624ffeed0dbc7063742485e
Version history
What's new
- v0.2.0.1Latest · 2026-10-03 · Implemented source
Improves action labels, mapping hints and connection groups while retaining the existing parameter keys, types, defaults, credentials and result contracts.
- v0.2.0.0Earlier · 2026-10-03 · Implemented source
Read QuickBooks Online customers and invoices, including balances and linked transactions, using bounded vendor query pagination and an authorized company ID.
- v0.1.1.0Earlier · 2026-10-02 · Starter scaffold
Retained immutable historical scaffold archive.
Included in this version
Included actions
Implemented in v0.2.0.1. Use a separate flow trigger; no webhook trigger is included.
List active customers
Retrieve one bounded page of active customer summaries.
Get invoice balance and lines
Retrieve an invoice and original line/linked-transaction mappings.
List invoices
Retrieve one bounded page, optionally filtered by an exact customer ID.
Vendor API
API and access
Implementation considerations
- Accounting APIs usually require tenant/company-file authorization and careful handling of tax, currency, and line-item rules.
- Start with explicit get/create/update operations before automating complex reconciliation or journal behavior.
- Store vendor IDs, invoice IDs, payment IDs, and sync status for audit and duplicate prevention.
- QuickBooks Online API entities correspond to familiar accounting forms, lists, and tools such as invoices, bills, payments, and refunds.
- CXFabric accounting workflows should confirm company file access, object IDs, minor version behavior, and payment or invoice lifecycle rules.
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