Skill: Get Uncleared Transactions

The Get Uncleared Transactions skill retrieves transactions that have not yet been cleared (reconciled) in QuickBooks Online. This is commonly used for bank reconciliation, cash flow analysis, and identifying pending payments.

Parameters

Parameter	Type	Required	Description
start_date	string	No	Start of the date range in YYYY-MM-DD format. Defaults to 30 days ago if not provided.
end_date	string	No	End of the date range in YYYY-MM-DD format. Defaults to today if not provided.
customer_id	string	No	QuickBooks customer ID to filter transactions for a specific customer. If omitted, returns uncleared transactions for all customers.

Note

To find a customer’s ID, use the Query Customer skill first. The agent typically handles this automatically — when a user says “Show uncleared transactions for Acme Corp,” the agent will first look up Acme Corp’s customer ID, then pass it to this skill.

Example usage

A user might trigger this skill by saying:

“What transactions haven’t cleared in the last two weeks?”

The agent would invoke this skill with:

• start_date: 2026-03-04
• end_date: 2026-03-18

Or for a specific customer:

“Show me all pending transactions for Acme Corp this month.”

The agent would first query the customer to get the ID, then invoke this skill with:

• start_date: 2026-03-01
• end_date: 2026-03-18
• customer_id: 12345

Response structure

The skill returns a list of uncleared transactions, each containing:

• Transaction type — invoice, payment, expense, transfer, etc.
• Date — the transaction date.
• Amount — the transaction amount.
• Customer/Vendor — the associated entity.
• Memo/Description — any notes attached to the transaction.
• Account — the bank or ledger account.

The agent typically presents these as a sorted table, highlighting any items that are significantly past their expected clearing date.

API endpoint

POST /api/quickbooks/v1.0/get-uncleared-transactions

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Related skills: Query Customer | Search Invoices | Profit & Loss Report