Accounts

In QuickBooks Desktop, an account is a record that tracks the money coming in and going out of your business. Accounts are organized into a chart of accounts which includes assets, liabilities, income, and expenses. Each account has specific properties and characteristics.

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Fetching accounts

Fetching accounts in QuickBooks Desktop is straightforward. You can use optional request parameters to filter the results as needed.

const accounts = await conductor.qbd.account.query("{{END_USER_ID}}");

const accounts = await conductor.qbd.account.query("{{END_USER_ID}}", {
  NameFilter: {
    MatchCriterion: "StartsWith",
    Name: "Test Account",
  },
});

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Creating accounts

Creating accounts is also straightforward. There are several optional request parameters available, but the only required ones are Name and AccountType.

const account = await conductor.qbd.account.add("{{END_USER_ID}}", {
  // Create a unique name for testing because QBD requires unique names.
  Name: "Test Account " + Date.now(),
  AccountType: "Expense",
});