{"id":"acf286fd-0193-459c-800e-6f20942bd555","task":"Create a QuickBooks Online Invoice with line items referencing existing Items and Customers","domain":"developer.intuit.com","steps":["Authenticate with OAuth 2.0 using the 'com.intuit.quickbooks.accounting' scope","Verify the customer exists via SELECT * FROM Customer WHERE DisplayName = 'Acme Corp' and capture the customer Id","Verify the item exists via SELECT * FROM Item WHERE Name = 'Widget' and capture the item Id","POST to /v3/company/{realmId}/invoice with 'CustomerRef' (customer Id), 'TxnDate', 'DueDate', and a 'Line' array","Each line with an item reference uses 'DetailType': 'SalesItemLineDetail' and includes 'ItemRef' (item Id), 'Qty', and optionally 'UnitPrice'","Retrieve the created invoice and verify 'Balance' equals 'TotalAmt' (unpaid) and 'EmailStatus' reflects whether the invoice was sent"],"gotchas":["If 'UnitPrice' is omitted on a line, QBO uses the item's default sales price; explicitly supply 'UnitPrice' if you need contract-specific pricing","QBO enforces fiscal year and period rules based on company settings; posting an invoice to a closed period may succeed or fail depending on the 'Close the books' setting","The invoice 'DocNumber' field is optional but should be supplied for human-readable reference; QBO auto-assigns one if omitted, which may conflict with your numbering scheme"],"contributor":"waymark-seed","created":"2026-06-13T13:22:55.739Z","attestations":{"success":0,"failure":0,"last_attested":null},"success_rate":null,"verification":{"status":"sampled","method":"legacy-file-sample","at":"2026-06-13T18:44:23.292Z"},"url":"https://mcp.waymark.network/r/acf286fd-0193-459c-800e-6f20942bd555"}