> ## Documentation Index > Fetch the complete documentation index at: https://docs.conductor.is/llms.txt > Use this file to discover all available pages before exploring further. # Update a customer > Updates an existing customer. ## OpenAPI ````yaml POST /quickbooks-desktop/customers/{id} openapi: 3.1.0 info: title: Conductor API version: 0.0.1 servers: - url: https://api.conductor.is/v1 security: - BearerAuth: [] paths: /quickbooks-desktop/customers/{id}: post: summary: Update a customer description: Updates an existing customer. parameters: - in: path name: id description: The QuickBooks-assigned unique identifier of the customer to update. schema: type: string description: >- The QuickBooks-assigned unique identifier of the customer to update. example: 80000001-1234567890 required: true - in: header name: Conductor-End-User-Id description: The ID of the End-User to receive this request. schema: type: string description: The ID of the End-User to receive this request. example: end_usr_1234567abcdefg x-stainless-naming: typescript: method_argument: conductorEndUserId mcp: method_argument: conductorEndUserId required: true requestBody: required: true content: application/json: schema: type: object properties: revisionNumber: type: string description: >- The current QuickBooks-assigned revision number of the customer object you are updating, which you can get by fetching the object first. Provide the most recent `revisionNumber` to ensure you're working with the latest data; otherwise, the update will return an error. example: '1721172183' name: type: string maxLength: 41 description: >- The case-insensitive name of this customer. Not guaranteed to be unique because it does not include the names of its hierarchical parent objects like `fullName` does. For example, two customers could both have the `name` "Website Redesign Project", but they could have unique `fullName` values, such as "ABC Corporation:Website Redesign Project" and "Baker:Website Redesign Project". Maximum length: 41 characters. example: Website Redesign Project isActive: type: boolean description: >- Indicates whether this customer is active. Inactive objects are typically hidden from views and reports in QuickBooks. Defaults to `true`. example: true classId: type: string description: >- The customer's class. Classes can be used to categorize objects into meaningful segments, such as department, location, or type of work. In QuickBooks, class tracking is off by default. example: 80000001-1234567890 parentId: type: string description: >- The parent customer one level above this one in the hierarchy. For example, if this customer has a `fullName` of "ABC Corporation:Website Redesign Project", its parent has a `fullName` of "ABC Corporation". If this customer is at the top level, this field will be `null`. example: 80000001-1234567890 companyName: type: string description: >- The name of the company associated with this customer. This name is used on invoices, checks, and other forms. example: Acme Corporation salutation: type: string description: >- The formal salutation title that precedes the name of the contact person for this customer, such as "Mr.", "Ms.", or "Dr.". example: Dr. firstName: type: string maxLength: 25 description: |- The first name of the contact person for this customer. Maximum length: 25 characters. example: John middleName: type: string maxLength: 5 description: |- The middle name of the contact person for this customer. Maximum length: 5 characters. example: A. lastName: type: string maxLength: 25 description: |- The last name of the contact person for this customer. Maximum length: 25 characters. example: Doe jobTitle: type: string description: The job title of the contact person for this customer. example: Purchasing Manager billingAddress: type: object properties: line1: type: string maxLength: 41 description: >- The first line of the address (e.g., street, PO Box, or company name). Maximum length: 41 characters. example: Conductor Labs Inc. line2: type: string maxLength: 41 description: >- The second line of the address, if needed (e.g., apartment, suite, unit, or building). Maximum length: 41 characters. example: 540 Market St. line3: type: string maxLength: 41 description: |- The third line of the address, if needed. Maximum length: 41 characters. example: Suite 100 line4: type: string maxLength: 41 description: |- The fourth line of the address, if needed. Maximum length: 41 characters. example: '' line5: type: string maxLength: 41 description: |- The fifth line of the address, if needed. Maximum length: 41 characters. example: '' city: type: string maxLength: 31 description: >- The city, district, suburb, town, or village name of the address. Maximum length: 31 characters. example: San Francisco state: type: string maxLength: 21 description: >- The state, county, province, or region name of the address. Maximum length: 21 characters. example: CA postalCode: type: string maxLength: 13 description: |- The postal code or ZIP code of the address. Maximum length: 13 characters. example: '94110' country: type: string description: The country name of the address. example: United States note: type: string description: >- A note written at the bottom of the address in the form in which it appears, such as the invoice form. example: Conductor HQ additionalProperties: false description: The customer's billing address. shippingAddress: type: object properties: line1: type: string maxLength: 41 description: >- The first line of the address (e.g., street, PO Box, or company name). Maximum length: 41 characters. example: Conductor Labs Inc. line2: type: string maxLength: 41 description: >- The second line of the address, if needed (e.g., apartment, suite, unit, or building). Maximum length: 41 characters. example: 540 Market St. line3: type: string maxLength: 41 description: |- The third line of the address, if needed. Maximum length: 41 characters. example: Suite 100 line4: type: string maxLength: 41 description: |- The fourth line of the address, if needed. Maximum length: 41 characters. example: '' line5: type: string maxLength: 41 description: |- The fifth line of the address, if needed. Maximum length: 41 characters. example: '' city: type: string maxLength: 31 description: >- The city, district, suburb, town, or village name of the address. Maximum length: 31 characters. example: San Francisco state: type: string maxLength: 21 description: >- The state, county, province, or region name of the address. Maximum length: 21 characters. example: CA postalCode: type: string maxLength: 13 description: |- The postal code or ZIP code of the address. Maximum length: 13 characters. example: '94110' country: type: string description: The country name of the address. example: United States note: type: string description: >- A note written at the bottom of the address in the form in which it appears, such as the invoice form. example: Conductor HQ additionalProperties: false description: The customer's shipping address. alternateShippingAddresses: type: array items: type: object properties: name: type: string maxLength: 41 description: >- The case-insensitive unique name of this shipping address, unique across all shipping addresses. **NOTE**: Shipping addresses do not have a `fullName` field because they are not hierarchical objects, which is why `name` is unique for them but not for objects that have parents. Maximum length: 41 characters. example: Alternate shipping address line1: type: string maxLength: 41 description: >- The first line of the shipping address (e.g., street, PO Box, or company name). Maximum length: 41 characters. example: Conductor Labs Inc. line2: type: string maxLength: 41 description: >- The second line of the shipping address, if needed (e.g., apartment, suite, unit, or building). Maximum length: 41 characters. example: 540 Market St. line3: type: string maxLength: 41 description: |- The third line of the shipping address, if needed. Maximum length: 41 characters. example: Suite 100 line4: type: string maxLength: 41 description: |- The fourth line of the shipping address, if needed. Maximum length: 41 characters. example: '' line5: type: string maxLength: 41 description: |- The fifth line of the shipping address, if needed. Maximum length: 41 characters. example: '' city: type: string maxLength: 31 description: >- The city, district, suburb, town, or village name of the shipping address. Maximum length: 31 characters. example: San Francisco state: type: string maxLength: 21 description: >- The state, county, province, or region name of the shipping address. Maximum length: 21 characters. example: CA postalCode: type: string maxLength: 13 description: |- The postal code or ZIP code of the shipping address. Maximum length: 13 characters. example: '94110' country: type: string description: The country name of the shipping address. example: United States note: type: string description: >- A note written at the bottom of the shipping address in the form in which it appears, such as the invoice form. example: Conductor HQ isDefaultShippingAddress: type: boolean description: >- Indicates whether this shipping address is the default shipping address. example: true required: - name additionalProperties: false minItems: 1 description: >- A list of additional shipping addresses for this customer. Useful when the customer has multiple shipping locations. phone: type: string description: The customer's primary telephone number. example: +1-555-123-4567 alternatePhone: type: string description: The customer's alternate telephone number. example: +1-555-987-6543 fax: type: string description: The customer's fax number. example: +1-555-555-1212 email: type: string description: The customer's email address. example: customer@example.com ccEmail: type: string description: >- An email address to carbon copy (CC) on communications with this customer. example: manager@example.com contact: type: string description: The name of the primary contact person for this customer. example: Jane Smith alternateContact: type: string description: The name of a alternate contact person for this customer. example: Bob Johnson customContactFields: type: array items: type: object properties: name: type: string description: >- The name of the contact field (e.g., "old address", "secondary phone"). example: Main Phone value: type: string description: The value of the contact field. example: 555-123-4567 required: - name - value additionalProperties: false minItems: 1 description: >- Additional custom contact fields for this customer, such as phone numbers or email addresses. additionalContacts: type: array items: type: object properties: id: type: string description: >- The QuickBooks-assigned unique identifier of the contact to update. example: 80000001-1234567890 revisionNumber: type: string description: >- The current QuickBooks-assigned revision number of the contact object you are updating, which you can get by fetching the object first. Provide the most recent `revisionNumber` to ensure you're working with the latest data; otherwise, the update will return an error. example: '1721172183' salutation: type: string description: >- The contact's formal salutation title that precedes their name, such as "Mr.", "Ms.", or "Dr.". example: Dr. firstName: type: string maxLength: 25 description: |- The contact's first name. Maximum length: 25 characters. example: John middleName: type: string maxLength: 5 description: |- The contact's middle name. Maximum length: 5 characters. example: A. lastName: type: string maxLength: 25 description: |- The contact's last name. Maximum length: 25 characters. example: Doe jobTitle: type: string description: The contact's job title. example: Purchasing Manager customContactFields: type: array items: type: object properties: name: type: string description: >- The name of the contact field (e.g., "old address", "secondary phone"). example: Main Phone value: type: string description: The value of the contact field. example: 555-123-4567 required: - name - value additionalProperties: false minItems: 1 description: >- Additional custom contact fields for this contact, such as phone numbers or email addresses. required: - id - revisionNumber additionalProperties: false minItems: 1 description: Additional alternate contacts for this customer. customerTypeId: type: string description: >- The customer's type, used for categorizing customers into meaningful segments, such as industry or region. example: 80000001-1234567890 termsId: type: string description: >- The customer's payment terms, defining when payment is due and any applicable discounts. example: 80000001-1234567890 salesRepresentativeId: type: string description: >- The customer's sales representative. Sales representatives can be employees, vendors, or other names in QuickBooks. example: 80000001-1234567890 salesTaxCodeId: type: string description: >- The default sales-tax code for transactions with this customer, determining whether the transactions are taxable or non-taxable. This can be overridden at the transaction or transaction-line level. Default codes include "Non" (non-taxable) and "Tax" (taxable), but custom codes can also be created in QuickBooks. If QuickBooks is not set up to charge sales tax (via the "Do You Charge Sales Tax?" preference), it will assign the default non-taxable code to all sales. example: 80000001-1234567890 salesTaxItemId: type: string description: >- The sales-tax item used to calculate the actual tax amount for this customer's transactions by applying a specific tax rate collected for a single tax agency. Unlike `salesTaxCode`, which only indicates general taxability, this field drives the actual tax calculation and reporting. example: 80000001-1234567890 salesTaxCountry: type: string enum: - australia - canada - uk - us description: >- The country for which sales tax is collected for this customer. example: us resaleNumber: type: string description: >- The customer's resale number, used if the customer is purchasing items for resale. This number does not affect sales tax calculations or reports in QuickBooks. example: '123456789' accountNumber: type: string description: >- The customer's account number, which appears in the QuickBooks chart of accounts, reports, and graphs. Note that if the "Use Account Numbers" preference is turned off in QuickBooks, the account number may not be visible in the user interface, but it can still be set and retrieved through the API. example: '1010' creditLimit: type: string description: >- The customer's credit limit, represented as a decimal string. This is the maximum amount of money this customer can spend before being billed. If `null`, there is no credit limit. example: '5000.00' preferredPaymentMethodId: type: string description: >- The customer's preferred payment method (e.g., cash, check, credit card). example: 80000001-1234567890 creditCard: type: object properties: number: type: string description: >- The credit card number. Must be masked with lower case "x" and no dashes. example: xxxxxxxxxxxx1234 expirationMonth: type: number description: The month when the credit card expires. example: 12 expirationYear: type: number description: The year when the credit card expires. example: 2024 name: type: string description: The cardholder's name on the card. example: John Doe address: type: string description: The card's billing address. example: 1234 Main St, Anytown, USA, 12345 postalCode: type: string description: The card's billing address ZIP or postal code. example: '12345' additionalProperties: false description: >- The customer's credit card information, including card type, number, and expiration date, used for processing credit card payments. jobStatus: type: string enum: - awarded - closed - in_progress - none - not_awarded - pending description: >- The status of this customer's job, if this object is a job (i.e., sub-customer). example: in_progress jobStartDate: type: string format: date description: >- The date when work on this customer's job began, if applicable, in ISO 8601 format (YYYY-MM-DD). example: '2024-01-15' jobProjectedEndDate: type: string format: date description: >- The projected completion date for this customer's job, if applicable, in ISO 8601 format (YYYY-MM-DD). example: '2024-12-31' jobEndDate: type: string format: date description: >- The actual completion date of this customer's job, if applicable, in ISO 8601 format (YYYY-MM-DD). example: '2024-11-30' jobDescription: type: string description: >- A brief description of this customer's job, if this object is a job (i.e., sub-customer). example: Kitchen renovation project for residential client. jobTypeId: type: string description: >- The type or category of this customer's job, if this object is a job (i.e., sub-customer). Useful for classifying into meaningful segments (e.g., repair, installation, consulting). example: 80000001-1234567890 note: type: string description: A note or comment about this customer. example: Our favorite customer. additionalNotes: type: array items: type: object properties: id: type: number description: The ID of the note to update. example: 1 note: type: string description: The text of this note. example: This is a fun note. required: - id - note additionalProperties: false minItems: 1 description: Additional notes about this customer. preferredDeliveryMethod: type: string enum: - email - mail - none description: >- The preferred method for delivering invoices and other documents to this customer. example: email priceLevelId: type: string description: >- The customer's custom price level that QuickBooks automatically applies to calculate item rates in new transactions (e.g., invoices, sales receipts, sales orders, and credit memos) for this customer. While applied automatically, this can be overridden when creating individual transactions. Note that transactions will not show the price level itself, only the final `rate` calculated from it. example: 80000001-1234567890 taxRegistrationNumber: type: string description: >- The customer's tax registration number, for use in Canada or the UK. example: GB123456789 currencyId: type: string description: >- The customer's currency. For built-in currencies, the name and code are standard ISO 4217 international values. For user-defined currencies, all values are editable. example: 80000001-1234567890 required: - revisionNumber additionalProperties: false responses: '200': description: Returns the updated customer. headers: Conductor-Request-Id: schema: type: string description: The unique identifier for this API request. example: req_1234567abcdefg required: true content: application/json: schema: $ref: '#/components/schemas/qbd_customer' security: - BearerAuth: [] x-codeSamples: - lang: JavaScript source: >- import Conductor from 'conductor-node'; const conductor = new Conductor({ apiKey: process.env['CONDUCTOR_SECRET_KEY'], // This is the default and can be omitted }); const customer = await conductor.qbd.customers.update('80000001-1234567890', { revisionNumber: '1721172183', conductorEndUserId: 'end_usr_1234567abcdefg', }); console.log(customer.id); - lang: Python source: |- import os from conductor import Conductor conductor = Conductor( api_key=os.environ.get("CONDUCTOR_SECRET_KEY"), # This is the default and can be omitted ) customer = conductor.qbd.customers.update( id="80000001-1234567890", revision_number="1721172183", conductor_end_user_id="end_usr_1234567abcdefg", ) print(customer.id) components: schemas: qbd_customer: type: object properties: id: type: string description: >- The unique identifier assigned by QuickBooks to this customer. This ID is unique across all customers but not across different QuickBooks object types. example: 80000001-1234567890 objectType: type: string const: qbd_customer description: The type of object. This value is always `"qbd_customer"`. example: qbd_customer createdAt: type: string description: >- The date and time when this customer was created, in ISO 8601 format (YYYY-MM-DDThh:mm:ss±hh:mm), which QuickBooks Desktop interprets in the local timezone of the end-user's computer. example: '2025-01-01T12:34:56.000Z' updatedAt: type: string description: >- The date and time when this customer was last updated, in ISO 8601 format (YYYY-MM-DDThh:mm:ss±hh:mm), which QuickBooks Desktop interprets in the local timezone of the end-user's computer. example: '2025-02-01T12:34:56.000Z' revisionNumber: type: string description: >- The current QuickBooks-assigned revision number of this customer object, which changes each time the object is modified. When updating this object, you must provide the most recent `revisionNumber` to ensure you're working with the latest data; otherwise, the update will return an error. example: '1721172183' name: type: string description: >- The case-insensitive name of this customer. Not guaranteed to be unique because it does not include the names of its hierarchical parent objects like `fullName` does. For example, two customers could both have the `name` "Website Redesign Project", but they could have unique `fullName` values, such as "ABC Corporation:Website Redesign Project" and "Baker:Website Redesign Project". example: Website Redesign Project fullName: type: string description: >- The case-insensitive fully-qualified unique name of this customer, formed by combining the names of its hierarchical parent objects with its own `name`, separated by colons. For example, if a customer is under "ABC Corporation" and has the `name` "Website Redesign Project", its `fullName` would be "ABC Corporation:Website Redesign Project". **NOTE**: Unlike `name`, `fullName` is guaranteed to be unique across all customer objects. However, `fullName` can still be arbitrarily changed by the QuickBooks user when they modify the underlying `name` field. **IMPORTANT**: If this object is a job (i.e., a sub-customer), this value would likely be the job's `name` prefixed by the customer's `name`. example: ABC Corporation:Website Redesign Project isActive: type: boolean description: >- Indicates whether this customer is active. Inactive objects are typically hidden from views and reports in QuickBooks. Defaults to `true`. example: true class: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The customer's class. Classes can be used to categorize objects into meaningful segments, such as department, location, or type of work. In QuickBooks, class tracking is off by default. example: id: 80000001-1234567890 fullName: Consulting parent: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The parent customer one level above this one in the hierarchy. For example, if this customer has a `fullName` of "ABC Corporation:Website Redesign Project", its parent has a `fullName` of "ABC Corporation". If this customer is at the top level, this field will be `null`. example: id: 80000001-1234567890 fullName: ABC Corporation sublevel: type: number description: >- The depth level of this customer in the hierarchy. A top-level customer has a `sublevel` of 0; each subsequent sublevel increases this number by 1. For example, a customer with a `fullName` of "ABC Corporation:Website Redesign Project" would have a `sublevel` of 1. When `sublevel` is 0, this object is a customer; when `sublevel` is greater than 0, this object is typically a job (i.e., a sub-customer). example: 1 companyName: type: - string - 'null' description: >- The name of the company associated with this customer. This name is used on invoices, checks, and other forms. example: Acme Corporation salutation: type: - string - 'null' description: >- The formal salutation title that precedes the name of the contact person for this customer, such as "Mr.", "Ms.", or "Dr.". example: Dr. firstName: type: - string - 'null' description: The first name of the contact person for this customer. example: John middleName: type: - string - 'null' description: The middle name of the contact person for this customer. example: A. lastName: type: - string - 'null' description: The last name of the contact person for this customer. example: Doe jobTitle: type: - string - 'null' description: The job title of the contact person for this customer. example: Purchasing Manager billingAddress: oneOf: - $ref: '#/components/schemas/qbd_address' - type: 'null' description: The customer's billing address. shippingAddress: oneOf: - $ref: '#/components/schemas/qbd_address' - type: 'null' description: The customer's shipping address. alternateShippingAddresses: type: array items: $ref: '#/components/schemas/qbd_shipping_address' description: >- A list of additional shipping addresses for this customer. Useful when the customer has multiple shipping locations. phone: type: - string - 'null' description: The customer's primary telephone number. example: +1-555-123-4567 alternatePhone: type: - string - 'null' description: The customer's alternate telephone number. example: +1-555-987-6543 fax: type: - string - 'null' description: The customer's fax number. example: +1-555-555-1212 email: type: - string - 'null' description: The customer's email address. example: customer@example.com ccEmail: type: - string - 'null' description: >- An email address to carbon copy (CC) on communications with this customer. example: manager@example.com contact: type: - string - 'null' description: The name of the primary contact person for this customer. example: Jane Smith alternateContact: type: - string - 'null' description: The name of a alternate contact person for this customer. example: Bob Johnson customContactFields: type: array items: $ref: '#/components/schemas/qbd_custom_contact_field' description: >- Additional custom contact fields for this customer, such as phone numbers or email addresses. additionalContacts: type: array items: $ref: '#/components/schemas/qbd_contact' description: Additional alternate contacts for this customer. customerType: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The customer's type, used for categorizing customers into meaningful segments, such as industry or region. example: id: 80000001-1234567890 fullName: Retail Customer terms: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The customer's payment terms, defining when payment is due and any applicable discounts. example: id: 80000001-1234567890 fullName: Net 30 salesRepresentative: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The customer's sales representative. Sales representatives can be employees, vendors, or other names in QuickBooks. example: id: 80000001-1234567890 fullName: Jane Doe balance: type: - string - 'null' description: >- The current balance owed by this customer, excluding balances from any jobs (i.e., sub-customers), represented as a decimal string. Compare with `totalBalance`. A positive number indicates money owed by the customer. example: '1000.00' totalBalance: type: - string - 'null' description: >- The combined balance of this customer and all of this customer's jobs (i.e., sub-customers), represented as a decimal string. If there are no sub-customers, `totalBalance` and `balance` are equal. A positive number indicates money owed by the customer. example: '5000.00' salesTaxCode: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The default sales-tax code for transactions with this customer, determining whether the transactions are taxable or non-taxable. This can be overridden at the transaction or transaction-line level. Default codes include "Non" (non-taxable) and "Tax" (taxable), but custom codes can also be created in QuickBooks. If QuickBooks is not set up to charge sales tax (via the "Do You Charge Sales Tax?" preference), it will assign the default non-taxable code to all sales. example: id: 80000001-1234567890 fullName: Non salesTaxItem: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The sales-tax item used to calculate the actual tax amount for this customer's transactions by applying a specific tax rate collected for a single tax agency. Unlike `salesTaxCode`, which only indicates general taxability, this field drives the actual tax calculation and reporting. example: id: 80000001-1234567890 fullName: State Sales Tax salesTaxCountry: type: - string - 'null' enum: - australia - canada - uk - us - null description: The country for which sales tax is collected for this customer. example: us resaleNumber: type: - string - 'null' description: >- The customer's resale number, used if the customer is purchasing items for resale. This number does not affect sales tax calculations or reports in QuickBooks. example: '123456789' accountNumber: type: - string - 'null' description: >- The customer's account number, which appears in the QuickBooks chart of accounts, reports, and graphs. Note that if the "Use Account Numbers" preference is turned off in QuickBooks, the account number may not be visible in the user interface, but it can still be set and retrieved through the API. example: '1010' creditLimit: type: - string - 'null' description: >- The customer's credit limit, represented as a decimal string. This is the maximum amount of money this customer can spend before being billed. If `null`, there is no credit limit. example: '5000.00' preferredPaymentMethod: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The customer's preferred payment method (e.g., cash, check, credit card). example: id: 80000001-1234567890 fullName: Credit Card creditCard: oneOf: - $ref: '#/components/schemas/qbd_credit_card' - type: 'null' description: >- The customer's credit card information, including card type, number, and expiration date, used for processing credit card payments. jobStatus: type: - string - 'null' enum: - awarded - closed - in_progress - none - not_awarded - pending - null description: >- The status of this customer's job, if this object is a job (i.e., sub-customer). example: in_progress jobStartDate: type: - string - 'null' format: date description: >- The date when work on this customer's job began, if applicable, in ISO 8601 format (YYYY-MM-DD). example: '2024-01-15' jobProjectedEndDate: type: - string - 'null' format: date description: >- The projected completion date for this customer's job, if applicable, in ISO 8601 format (YYYY-MM-DD). example: '2024-12-31' jobEndDate: type: - string - 'null' format: date description: >- The actual completion date of this customer's job, if applicable, in ISO 8601 format (YYYY-MM-DD). example: '2024-11-30' jobDescription: type: - string - 'null' description: >- A brief description of this customer's job, if this object is a job (i.e., sub-customer). example: Kitchen renovation project for residential client. jobType: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The type or category of this customer's job, if this object is a job (i.e., sub-customer). Useful for classifying into meaningful segments (e.g., repair, installation, consulting). example: id: 80000001-1234567890 fullName: Installation note: type: - string - 'null' description: A note or comment about this customer. example: Our favorite customer. additionalNotes: type: array items: $ref: '#/components/schemas/qbd_note' description: Additional notes about this customer. preferredDeliveryMethod: type: - string - 'null' enum: - email - mail - none - null description: >- The preferred method for delivering invoices and other documents to this customer. example: email priceLevel: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The customer's custom price level that QuickBooks automatically applies to calculate item rates in new transactions (e.g., invoices, sales receipts, sales orders, and credit memos) for this customer. While applied automatically, this can be overridden when creating individual transactions. Note that transactions will not show the price level itself, only the final `rate` calculated from it. example: id: 80000001-1234567890 fullName: Gold Member Pricing externalId: type: - string - 'null' description: >- A globally unique identifier (GUID) you, the developer, can provide for tracking this object in your external system. This field is immutable and can only be set during object creation. example: 12345678-abcd-1234-abcd-1234567890ab taxRegistrationNumber: type: - string - 'null' description: The customer's tax registration number, for use in Canada or the UK. example: GB123456789 currency: type: - object - 'null' properties: id: type: - string - 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: type: - string - 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The customer's currency. For built-in currencies, the name and code are standard ISO 4217 international values. For user-defined currencies, all values are editable. example: id: 80000001-1234567890 fullName: USD customFields: type: array items: $ref: '#/components/schemas/qbd_custom_field' description: >- The custom fields for the customer object, added as user-defined data extensions, not included in the standard QuickBooks object. required: - id - objectType - createdAt - updatedAt - revisionNumber - name - fullName - isActive - class - parent - sublevel - companyName - salutation - firstName - middleName - lastName - jobTitle - billingAddress - shippingAddress - alternateShippingAddresses - phone - alternatePhone - fax - email - ccEmail - contact - alternateContact - customContactFields - additionalContacts - customerType - terms - salesRepresentative - balance - totalBalance - salesTaxCode - salesTaxItem - salesTaxCountry - resaleNumber - accountNumber - creditLimit - preferredPaymentMethod - creditCard - jobStatus - jobStartDate - jobProjectedEndDate - jobEndDate - jobDescription - jobType - note - additionalNotes - preferredDeliveryMethod - priceLevel - externalId - taxRegistrationNumber - currency - customFields additionalProperties: false title: The Customer object x-conductor-object-type: other x-conductor-sidebar-group-name: Customers / Jobs summary: >- A customer record in QuickBooks Desktop represents either a business or individual who purchases goods or services, or a specific job/project being performed for that customer. Jobs are treated as sub-customers and inherit billing information from their parent customer while allowing for job-specific details to be tracked. qbd_address: type: object properties: line1: type: - string - 'null' description: >- The first line of the address (e.g., street, PO Box, or company name). example: Conductor Labs Inc. line2: type: - string - 'null' description: >- The second line of the address, if needed (e.g., apartment, suite, unit, or building). example: 540 Market St. line3: type: - string - 'null' description: The third line of the address, if needed. example: Suite 100 line4: type: - string - 'null' description: The fourth line of the address, if needed. example: '' line5: type: - string - 'null' description: The fifth line of the address, if needed. example: '' city: type: - string - 'null' description: The city, district, suburb, town, or village name of the address. example: San Francisco state: type: - string - 'null' description: The state, county, province, or region name of the address. example: CA postalCode: type: - string - 'null' description: The postal code or ZIP code of the address. example: '94110' country: type: - string - 'null' description: The country name of the address. example: United States note: type: - string - 'null' description: >- A note written at the bottom of the address in the form in which it appears, such as the invoice form. example: Conductor HQ required: - line1 - line2 - line3 - line4 - line5 - city - state - postalCode - country - note additionalProperties: false title: The Address object x-conductor-object-type: nested qbd_shipping_address: type: object properties: name: type: - string - 'null' description: >- The case-insensitive unique name of this shipping address, unique across all shipping addresses. **NOTE**: Shipping addresses do not have a `fullName` field because they are not hierarchical objects, which is why `name` is unique for them but not for objects that have parents. example: Alternate shipping address line1: type: - string - 'null' description: >- The first line of the shipping address (e.g., street, PO Box, or company name). example: Conductor Labs Inc. line2: type: - string - 'null' description: >- The second line of the shipping address, if needed (e.g., apartment, suite, unit, or building). example: 540 Market St. line3: type: - string - 'null' description: The third line of the shipping address, if needed. example: Suite 100 line4: type: - string - 'null' description: The fourth line of the shipping address, if needed. example: '' line5: type: - string - 'null' description: The fifth line of the shipping address, if needed. example: '' city: type: - string - 'null' description: >- The city, district, suburb, town, or village name of the shipping address. example: San Francisco state: type: - string - 'null' description: The state, county, province, or region name of the shipping address. example: CA postalCode: type: - string - 'null' description: The postal code or ZIP code of the shipping address. example: '94110' country: type: - string - 'null' description: The country name of the shipping address. example: United States note: type: - string - 'null' description: >- A note written at the bottom of the shipping address in the form in which it appears, such as the invoice form. example: Conductor HQ isDefaultShippingAddress: type: - boolean - 'null' description: >- Indicates whether this shipping address is the default shipping address. example: true required: - name - line1 - line2 - line3 - line4 - line5 - city - state - postalCode - country - note - isDefaultShippingAddress additionalProperties: false title: The Shipping Address object x-conductor-object-type: nested qbd_custom_contact_field: type: object properties: name: type: string description: >- The name of the contact field (e.g., "old address", "secondary phone"). example: Main Phone value: type: - string - 'null' description: The value of the contact field. example: 555-123-4567 required: - name - value additionalProperties: false title: The Custom Contact Field object x-conductor-object-type: nested qbd_contact: type: object properties: id: type: string description: >- The unique identifier assigned by QuickBooks to this contact. This ID is unique across all contacts but not across different QuickBooks object types. example: 80000001-1234567890 objectType: type: string const: qbd_contact description: The type of object. This value is always `"qbd_contact"`. example: qbd_contact createdAt: type: string description: >- The date and time when this contact was created, in ISO 8601 format (YYYY-MM-DDThh:mm:ss±hh:mm), which QuickBooks Desktop interprets in the local timezone of the end-user's computer. example: '2025-01-01T12:34:56.000Z' updatedAt: type: string description: >- The date and time when this contact was last updated, in ISO 8601 format (YYYY-MM-DDThh:mm:ss±hh:mm), which QuickBooks Desktop interprets in the local timezone of the end-user's computer. example: '2025-02-01T12:34:56.000Z' revisionNumber: type: string description: >- The current QuickBooks-assigned revision number of this contact object, which changes each time the object is modified. When updating this object, you must provide the most recent `revisionNumber` to ensure you're working with the latest data; otherwise, the update will return an error. example: '1721172183' name: type: - string - 'null' description: The contact's full name. example: Jane Smith salutation: type: - string - 'null' description: >- The contact's formal salutation title that precedes their name, such as "Mr.", "Ms.", or "Dr.". example: Dr. firstName: type: string description: The contact's first name. example: John middleName: type: - string - 'null' description: The contact's middle name. example: A. lastName: type: - string - 'null' description: The contact's last name. example: Doe jobTitle: type: - string - 'null' description: The contact's job title. example: Purchasing Manager customContactFields: type: array items: $ref: '#/components/schemas/qbd_custom_contact_field' description: >- Additional custom contact fields for this contact, such as phone numbers or email addresses. required: - id - objectType - createdAt - updatedAt - revisionNumber - name - salutation - firstName - middleName - lastName - jobTitle - customContactFields additionalProperties: false title: The Contact object x-conductor-object-type: nested qbd_credit_card: type: object properties: number: type: - string - 'null' description: >- The credit card number. Must be masked with lower case "x" and no dashes. example: xxxxxxxxxxxx1234 expirationMonth: type: - number - 'null' description: The month when the credit card expires. example: 12 expirationYear: type: - number - 'null' description: The year when the credit card expires. example: 2024 name: type: - string - 'null' description: The cardholder's name on the card. example: John Doe address: type: - string - 'null' description: The card's billing address. example: 1234 Main St, Anytown, USA, 12345 postalCode: type: - string - 'null' description: The card's billing address ZIP or postal code. example: '12345' required: - number - expirationMonth - expirationYear - name - address - postalCode additionalProperties: false title: The Credit Card object x-conductor-object-type: nested qbd_note: type: object properties: id: type: number description: >- The auto-incrementing identifier assigned by QuickBooks to this note. example: 1 date: type: - string - 'null' format: date description: >- The date this note was last updated, in ISO 8601 format (YYYY-MM-DD). example: '2024-01-01' note: type: string description: The text of this note. example: This is a fun note. required: - id - date - note additionalProperties: false title: The Note object x-conductor-object-type: nested qbd_custom_field: type: object properties: ownerId: type: string description: >- The identifier of the owner of the custom field, which QuickBooks internally calls a "data extension". For public custom fields visible in the UI, such as those added by the QuickBooks user, this is always "0". For private custom fields that are only visible to the application that created them, this is a valid GUID identifying the owning application. Internally, Conductor always fetches all public custom fields (those with an `ownerId` of "0") for all objects. example: '0' name: type: string description: >- The name of the custom field, unique for the specified `ownerId`. For public custom fields, this name is visible as a label in the QuickBooks UI. example: Customer Rating type: type: string enum: - amount_type - date_time_type - integer_type - percent_type - price_type - quantity_type - string_1024_type - string_255_type description: The data type of this custom field. example: string_1024_type value: type: string description: >- The value of this custom field. The maximum length depends on the field's data type. example: Premium required: - ownerId - name - type - value additionalProperties: false title: The Custom Field object x-conductor-object-type: nested securitySchemes: BearerAuth: type: http scheme: bearer description: >- Your Conductor secret key using Bearer auth (e.g., `"Authorization: Bearer {{YOUR_SECRET_KEY}}"`). ```` Built with [Mintlify](https://mintlify.com).