Send a QuickBooks Invoice PDF

Locate a QuickBooks Online invoice by invoice number and use the invoice page's send or PDF controls to deliver the invoice as a PDF.

Use Cases

Use when the caller provides an invoice number and asks to send, email, or obtain that invoice as a PDF.

Automation Flow

1. If an opaque QuickBooks transaction ID is already known, navigate directly to https://qbo.intuit.com/app/invoice?txnId={txnId}. Otherwise navigate to https://qbo.intuit.com/app/homepage with waitUntil: "domcontentloaded".
2. If Intuit redirects to https://accounts.intuit.com/app/sign-in?..., show the live interactive browser view and let the user complete sign-in, SSO, MFA, consent, or other verification themselves. Do not guess, request, or enter credentials or OTPs.
3. If authentication was initiated through a transaction deeplink, QuickBooks also supports the form https://qbo.intuit.com/app/login?pagereq=invoice%3FtxnId%3D{txnId}&deeplinkcompanyid={company-id}. Use this only when both the already-resolved opaque {txnId} and the company ID are available; never derive either value from the human invoice number.
4. In the authenticated QuickBooks application, use the available invoice/transaction search or invoice list to search for {invoice-number}. Select the result whose visible invoice number exactly matches {invoice-number}; do not rely on customer name or approximate text alone.
5. Before opening the result, run this evaluator on the search/list page to capture the opaque transaction identifier and verify the matching invoice link:

(() => {
  const wanted = String({ invoiceNumber }).trim();
  const links = [...document.querySelectorAll('a[href*="/app/invoice?"]')];
  const rows = links.map((a) => {
    const container = a.closest('tr,[role="row"],li,[data-testid],div') || a;
    const text = (container.innerText || a.innerText || "")
      .replace(/\s+/g, " ")
      .trim();
    const m = a.href.match(/[?&]txnId=([^&#]+)/i);
    return { text, href: a.href, txnId: m ? decodeURIComponent(m[1]) : null };
  });
  const escaped = wanted.replace(/[.*+?^${}()|[\\]\\]/g, "\\\\$&");
  const exact = rows.find(
    (r) => r.txnId && new RegExp(`(?:^|\\D)${escaped}(?:\\D|$)`).test(r.text),
  );
  return { invoiceNumber: wanted, match: exact || null, candidates: rows };
})();

6. If an exact match is returned, navigate directly to https://qbo.intuit.com/app/invoice?txnId={txnId} using the captured opaque {txnId}. Never guess or derive the transaction ID from the invoice number.
7. On the invoice page, run this evaluator to identify the invoice and available PDF/send controls:

(() => {
  const text = (document.body?.innerText || "").replace(/\s+/g, " ").trim();
  const controls = [
    ...document.querySelectorAll(
      'button,a,[role="button"],input[type="button"],input[type="submit"]',
    ),
  ]
    .map((el) => ({
      text: (
        el.innerText ||
        el.value ||
        el.getAttribute("aria-label") ||
        el.title ||
        ""
      )
        .replace(/\s+/g, " ")
        .trim(),
      href: el.href || null,
      disabled: !!el.disabled || el.getAttribute("aria-disabled") === "true",
    }))
    .filter((x) => x.text || x.href);
  const pdfOrSend = controls.filter((x) =>
    /pdf|print|send|email|mail/i.test(`${x.text} ${x.href || ""}`),
  );
  return {
    url: location.href,
    title: document.title,
    visibleText: text.slice(0, 6000),
    controls,
    pdfOrSend,
  };
})();

8. Use the clearly labeled invoice-page control to send the PDF. If QuickBooks first opens a send form, confirm that the recipient and attachment/format indicate PDF, then submit only after the caller has supplied or confirmed the recipient. If the caller only wants the file, use the labeled PDF/Print control and return the resulting downloaded PDF or print-to-PDF output.
9. Report whether the PDF was sent or downloaded, the invoice number, and any recipient or confirmation shown by QuickBooks.

Possible Friction Points

• The direct invoice route is https://qbo.intuit.com/app/invoice?txnId={txnId}. txnId is an opaque QuickBooks transaction identifier and must be captured from a matching invoice result; it must not be fabricated from the human invoice number.
• QuickBooks transaction deeplinks may use https://qbo.intuit.com/app/login?pagereq=invoice%3FtxnId%3D{txnId}&deeplinkcompanyid={company-id} before authentication. This preserves the requested invoice, but both identifiers must come from trusted page state or caller input.
• Unauthenticated access commonly redirects to an Intuit Accounts URL such as https://accounts.intuit.com/app/sign-in?app_group=QBO&asset_alias=Intuit.accounting.core.qbowebapp&app_environment=prod&iux_redirect_reason=UNAUTHENTICATED.
• Authentication may require interactive MFA, SSO, consent, or other account verification. Leave these steps to the user; do not automate password or OTP entry.
• Invoice search results can contain multiple transaction types and similarly named records. Require an exact visible invoice-number match before following an /app/invoice?txnId=... link.
• Send, email, PDF, and print controls can vary by account permissions and QuickBooks UI variant; inspect their accessible labels on the already loaded invoice page rather than guessing a secondary URL.
• Do not submit an email/send form without a confirmed recipient and caller authorization.