Caribooks

Save a user's bookkeeping preference for a connected company: a categorization, vendor fact, preference or procedure. For example, a categorization can associate a payee with an expense account. A rule explicitly stated by the user takes effect immediately and replaces an active rule with the same matcher. A rule inferred from a pattern becomes a proposal awaiting user approval. stated_by_user records that distinction. Rules are company-specific business data; they never change access permissions or confirmation requirements.

remember_rule

Retire a saved bookkeeping rule or decline a proposed rule by id, following the user's request. The rule remains in history but is no longer active.

retire_rule

Activate an existing paused bookkeeping loop by id after the user approves its configuration. Sets the next run from its schedule. Depending on its approved configuration, a loop can change bookkeeping records or email invoice reminders to external recipients. Preview mode requires approval of proposed actions. The Caribooks portal provides pause controls and approval of proposed changes.

activate_loop

Create an account in QuickBooks Online.

create_account

Create a text note attached to a QuickBooks record. Does not upload a file or render a PDF.

create_attachable

Create a bill in QuickBooks Online.

create_bill

Create a bill payment in QuickBooks Online. An accounting record of a payment to a vendor. It does not initiate a bank or card payment.

create_bill_payment

Create a budget in QuickBooks Online. A profit-and-loss budget with one amount per account per period.

create_budget

Create a class in QuickBooks Online.

create_class

Create a company currency in QuickBooks Online. The currencies the company transacts in; only meaningful with multicurrency enabled.

create_company_currency

Create a credit card payment txn in QuickBooks Online. An accounting record of a bank payment toward a credit card balance. It does not move money.

create_credit_card_payment_txn

Create a credit memo in QuickBooks Online.

create_credit_memo

Create a customer in QuickBooks Online.

create_customer

Create a department in QuickBooks Online.

create_department

Create a deposit in QuickBooks Online.

create_deposit

Create an employee in QuickBooks Online.

create_employee

Create an estimate in QuickBooks Online.

create_estimate

Create an inventory adjustment in QuickBooks Online. Changes the quantity on hand of inventory items and books the valuation difference; US companies on Plus or Advanced only.

create_inventory_adjustment

Create an invoice in QuickBooks Online.

create_invoice

Create an item in QuickBooks Online.

create_item

Create a journal entry in QuickBooks Online.

create_journal_entry

Create a payment in QuickBooks Online. An accounting record of a customer payment already received. Payment processing is not supported; ProcessPayment must be omitted or false.

create_payment

Create a payment method in QuickBooks Online.

create_payment_method

Create a purchase in QuickBooks Online.

create_purchase

Create a purchase order in QuickBooks Online.

create_purchase_order

Create a recurring transaction in QuickBooks Online. A template QuickBooks uses to create a transaction on a schedule, or on request.

create_recurring_transaction

Create a refund receipt in QuickBooks Online.

create_refund_receipt

Create a sales receipt in QuickBooks Online.

create_sales_receipt

Create a tax agency in QuickBooks Online.

create_tax_agency

Create a sales tax code in QuickBooks Online, with new or existing tax rates attached to it. Cannot be undone; only on an explicit request.

create_tax_service

Create a term in QuickBooks Online.

create_term

Create a time activity in QuickBooks Online.

create_time_activity

Create a transfer in QuickBooks Online. An accounting entry recording a transfer between accounts. It does not move money between bank accounts.

create_transfer

Create a vendor in QuickBooks Online.

create_vendor

Create a vendor credit in QuickBooks Online.

create_vendor_credit

Permanently delete an attachable from QuickBooks Online. Requires explicit user confirmation.

delete_attachable

Permanently delete a bill from QuickBooks Online. Requires explicit user confirmation.

delete_bill

Permanently delete a bill payment from QuickBooks Online. Requires explicit user confirmation.

delete_bill_payment

Permanently delete a budget from QuickBooks Online. Requires explicit user confirmation.

delete_budget

Deactivate a company currency in QuickBooks Online. Existing transaction references remain intact. Requires explicit user confirmation.

delete_company_currency