QuickBooks: Query a report — transactionlistwithsplits query

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Contract 2026-10-20 · Operation quickbooks.transactionlistwithsplits.query_a_report

Provider route: GET /v3/company/{realmID}/reports/TransactionListWithSplits. Alter supplies the connection’s credentials and routing.

Call through Alter

Install @alter-ai/sdk @alter-ai/quickbooks with npm, or alter-sdk-quickbooks with pip. Supply your connected customer’s grant ID and the arguments described below.

import { App } from "@alter-ai/sdk";
import { QuickBooksIntegration } from "@alter-ai/quickbooks";

async function execute(input: Parameters<QuickBooksIntegration["transactionlistwithsplits"]["query"]>[0]) {
  const app = new App({ apiKey: process.env.ALTER_API_KEY! });
  try {
    const provider = new QuickBooksIntegration(app, { grantId: process.env.PROVIDER_GRANT_ID! });
    const call = await provider.transactionlistwithsplits.query(input);
    const result = await call.wait();
    return result.bodyJson();
  } finally {
    await app.close();
  }
}

import os
from alter_sdk import App
from alter_sdk_quickbooks import QuickBooksIntegration

async def execute(arguments):
    async with App(api_key=os.environ["ALTER_API_KEY"]) as app:
        provider = QuickBooksIntegration(app, {"grant_id": os.environ["PROVIDER_GRANT_ID"]})
        call = await provider.transactionlistwithsplits.query(arguments)
        result = await call.wait()
        return result.body_json()

Input

Field	Type	Presence	Description and constraints
$	object	Root	Additional keys: not allowed
query	object	Optional	Additional keys: not allowed
query.columns	string	Optional	Column types to be shown in the report. Supported Values: tx_date, txn_type, doc_num, is_no_post, account_name, memo, account_name, amount, is_adj, create_by, create_date, last_mod_date, last_mod_by, cust_name, vend_name, rate, quantity, item_name, emp_name, pmt_mthd, nat_open_bal, tax_type, is_billable, debt_amt, credit_amt, is_cleared, olb_status Additional columns when location tracking enabled: dept_name* Additional columns with location tracking enabled: dept_name* Multicurrency is enabled for the company if Preferences.MultiCurrencyEnabled is set to true . Read more about multicurrency support here .
query.date_macro	string	Optional	Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range. Supported Values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year
query.docnum	string	Optional	Filters report contents to include information for specified transaction number, as found in the docnum parameter of the transaction object.
query.end_date	string	Optional	The end date of the report, in the format YYYY-MM-DD . start_date must be less than end_date . Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
query.group_by	string	Optional	The field in the transaction by which to group results. Supported Values: Name, Account, Transaction Type
query.name	string	Optional	Filters report contents based on the specified comma separated list of ids for the name list customer, vendor, or employee objects. Query the Customer, Vendor, or Employee name list resource to determine the list of objects for this reference. Specify values found in Customer.Id , Vendor.Id , and Employee.Id . For example, name=1,4,7 includes data in the report for namelist ids 1, 4, and 7. vendor and employee objects
query.payment_method	string	Optional	Filters report contents based on payment method. Supported Values: Cash , Check , Dinners Club , American Express , Discover , MasterCard , Visa
query.sort_by	string	Optional	The column type used in sorting report rows. Specify a column type as defined with the columns query parameter. Supported Values: account_name, is_adj, create_by, create_date, tx_date, last_mod_date, last_mod_by, name, doc_num, pmt_mthd, is_no_post , txn_type
query.sort_order	string	Optional	The sort order. Supported Values: ascend , descend
query.source_account_type	string	Optional	Account type from which transactions are included in the report. Supported Values: AccountsPayable , AccountsReceivable , Bank , CostOfGoodsSold , CreditCard , Equity , Expense , FixedAsset , Income , LongTermLiability , NonPosting , OtherAsset , OtherCurrentAsset , OtherCurrentLiability , OtherExpense , OtherIncome
query.start_date	string	Optional	The start date of the report, in the format YYYY-MM-DD . start_date must be less than end_date . Use if you want the report to cover an explicit date range; otherwise, use date_macro to cover a standard report date range. If not specified value of date_macro is used
query.transaction_type	string	Optional	Filters report contents based transaction type. Supported values include: CreditCardCharge, Check, Invoice, ReceivePayment, JournalEntry, Bill, CreditCardCredit, VendorCredit, Credit, BillPaymentCheck, BillPaymentCreditCard, Charge, Transfer, Deposit, Statement, BillableCharge, TimeActivity, CashPurchase, SalesReceipt, CreditMemo, CreditRefund, Estimate, InventoryQuantityAdjustment, PurchaseOrder, GlobalTaxPayment, GlobalTaxAdjustment, Service Tax Refund, Service Tax Gross Adjustment, Service Tax Reversal, Service Tax Defer, Service Tax Partial Utilisation
query.minorversion	integer	Optional	Must equal: 75
query.requestid	string	Optional	Minimum length: 1

Response

Response media type: application/json. The table describes the pinned successful response. Referenced models link to their complete fields.

Field	Type	Presence	Description and constraints
$	Model	Root	Expand Query a report — taxsummary query — response body

Referenced models: Query a report — taxsummary query — response body

Policy, approvals and errors

SDK function policy ID: quickbooks.transactionlistwithsplits.query_a_report. Catalog operation: transactionlistwithsplits/query_a_report. Rules can name either ID; function rules distinguish managed calls and conservatively cover raw calls sharing the route. Existing grant permissions and policy rules apply. wait() returns an immediate result or waits for a required approval; it never approves the request itself. Persist the approval ID to resume after a restart.

Provider errors retain their response; JSON decoding raises ProviderAPIError for provider failures. ManagedOperationError identifies contract/input/retention errors. See error handling and provider-specific behavior. Sensitive input may be refused before approval storage. A decoding error never resubmits a write.

Official provider source