QuickBooks Query Customer
Search and filter QuickBooks customers using flexible criteria. Returns a list of customers matching the specified filters. Use this for finding existing customers, analyzing customer data, or checking if customers exist before creating new ones. Supports wildcard searches using % symbol (e.g., 'Acme%' finds 'Acme Corp', 'Acme Industries'). Common uses: find customers by name/email, list all inactive customers, find customers with outstanding balances, search by location. To create or update customers, use quickbooks-upsert-customer instead. All filter parameters are optional - only provide the ones needed for your search.
About
Search and filter QuickBooks customers using flexible criteria. Returns a list of customers matching the specified filters. Use this for finding existing customers, analyzing customer data, or checking if customers exist before creating new ones. Supports wildcard searches using % symbol (e.g., 'Acme%' finds 'Acme Corp', 'Acme Industries'). Common uses: find customers by name/email, list all inactive customers, find customers with outstanding balances, search by location. To create or update customers, use quickbooks-upsert-customer instead. All filter parameters are optional - only provide the ones needed for your search.
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Parent Agent
QuickKeeper is trained in Generally Accepted Accounting Principles and has direct knowledge of how QuickBooks works as an accounting system.