Summary
Add three entity groups to close open bookkeeper questions and fix Stripe PDF links:
- CompanyInfo (
get_company_info) — subscription plan tier (gates Class/Dept/PO/TimeActivity), fiscal year start month, multicurrency status, country
- Preferences (
get_preferences) — accrual vs cash basis default, Class/Dept tracking on/off, POEnabled
- Attachable (
create_attachable, get_attachable, search_attachables, delete_attachable) — upload Stripe invoice PDFs as real QBO file attachments linked to invoices, replacing freetext in PrivateNote
Motivation (from bookkeeper analysis, Jun 2026)
- Bookkeeper currently guesses at subscription plan, fiscal year start, and multicurrency status — CompanyInfo closes all three
- 12 invoices have Stripe invoice PDF URLs buried in PrivateNote;
create_attachable moves them to QBO's document viewer as downloadable attachments
- Accrual/cash basis default unknown; Preferences closes this
Summary
Add three entity groups to close open bookkeeper questions and fix Stripe PDF links:
get_company_info) — subscription plan tier (gates Class/Dept/PO/TimeActivity), fiscal year start month, multicurrency status, countryget_preferences) — accrual vs cash basis default, Class/Dept tracking on/off, POEnabledcreate_attachable,get_attachable,search_attachables,delete_attachable) — upload Stripe invoice PDFs as real QBO file attachments linked to invoices, replacing freetext in PrivateNoteMotivation (from bookkeeper analysis, Jun 2026)
create_attachablemoves them to QBO's document viewer as downloadable attachments