QuickBooks

QuickBooks icon

QuickBooks is small business accounting software using to manage income, expenses, cash flow, and more.

Triggers

Trigger

Configuration fields

Data type

Required?

Account created - A new account was added

 

 

 

Bill created - A new bill was added

 

 

 

Customer created - A new customer was added

 

 

 

Estimate created - A new estimate was added

 

 

 

Expense created - A new expense was added

 

 

 

Invoice created - A new invoice was added

 

 

 

Payment created - A new payment was received

 

 

 

Purchase order created - A new purchase order was added

 

 

 

Sales receipt created - A new sales receipt was added

 

 

 

Vendor created - A new vendor was added

 

 

 

Actions

Action

Configuration fields

Data type

Required?

Create journal entry - Add a new journal entry

Class reference - A class reference associated with the transaction

Choice

 

Class reference - A class reference associated with the transaction

Choice

 

Department reference - A reference to a Department object specifying the location of the transaction

Choice

 

Department reference - A reference to a Department object specifying the location of the transaction

Choice

 

Credit account - The credit account

Choice

Checkmark icon, required field

Credit amount - The credit amount

Number

Checkmark icon, required field

Debit account - The debit account

Choice

Checkmark icon, required field

Debit amount - The debit amount

Number

Checkmark icon, required field

Create bill payment - Add a new bill payment

Bank Account - Account ID

Choice

 

Credit Card Account - Account ID

Choice

 

Lines - Line items for the bill payment

 

 

Pay type - The payment type

Choice

Checkmark icon, required field

Total amount - Total amount

Number

Checkmark icon, required field

Vendor - Vendor ID

Choice

Checkmark icon, required field

Create invoice - Add a new invoice.

Line items - Add line items for the invoice

 

Checkmark icon, required field

Message - Enter a message for the customer

String

 

Due date - Enter the date when the payment for the transaction is due

 

 

Invoice number - Enter the invoice number for the transaction

String

 

Billing address state - Enter the state abbreviation

For example: CA

String

 

Shipping address state - Enter the state abbreviation

For example: CA

String

 

Transaction class ID - Select the class ID for the transaction

Choice

 

Terms - Select the sales terms of the transaction

Choice

 

Allow online credit card payment - Specify if online credit card payments are allowed for this invoice. This corresponds to the <b>Cards</b> online payment check box in the QuickBooks user interface.

Boolean

 

Allow online ACH payment - Specify if this invoice can be paid with online bank transfers. This corresponds to the <b>Free bank transfer</b> online payment check box in the QuickBooks user interface.

Boolean

 

Customer name - The name of the customer

Choice

Checkmark icon, required field

Billing address city

String

 

Billing address country

String

 

Billing address line 1

String

 

Billing address postal code

String

 

Shipping address city

String

 

Shipping address country

String

 

Shipping address line 1

String

 

Shipping address line 2

String

 

Shipping address postal code

String

 

Update customer - Update the information about a customer

Alternate phone - Alternate phone number

String

 

Family name - Family name or first name of a person

String

 

Fax phone - Fax phone number

String

 

Fully qualified name - Fully qualified name of the object

Warning  Takes the form of Customer:Job:Sub-job

String

 

Given name - Given name or first name of a person

String

 

Active - If true, this entity is currently enabled for use by QuickBooks

Boolean

 

Middle name - Middle name of the person. The person can have zero or more middle names.

String

 

Mobile phone - Mobile phone number

String

 

Print on check name - Name of the person or organization as printed on a check

String

 

Email address - Primary email address

String

 

Primary phone - Primary phone number

String

 

Suffix - Suffix of the name

String

 

Customer ID - The ID of the customer

String

Checkmark icon, required field

Company name - The name of the company associated with the person or organization

String

 

Display name - The name of the person or organization as displayed

Warning  Must be unique across all Customer, Vendor, and Employee objects. Cannot be removed with sparse update.

String

 

Title - Title of the person

String

 

Sync token - Version number of the object

String

Checkmark icon, required field

Website address - Website address

URL

 

Create refund receipt - Add a new refund receipt

Account - Bank or other current asset account from which payment money is refunded

Choice

Checkmark icon, required field

Message - Enter a message for the customer

String

 

Invoice number - Enter the invoice number for the transaction

String

 

Lines - Line items for the refund receipt

 

Checkmark icon, required field

Customer name - The name of the customer

Choice

Checkmark icon, required field

Create customer - Add a new customer

Billing address city - City

String

 

Billing address country - Country

String

 

Billing address county subdivision code - Country subdivision code

String

 

Family name - Family name or first name of a person

String

 

Given name - Given name or first name of a person

String

 

Billing address line 1 - Line 1

String

 

Middle name - Middle name of the person. The person can have zero or more middle names.

String

 

Billing address postal code - Postal code

String

 

Suffix - Suffix of the name

String

 

Company name - The name of the company associated with the person

String

 

Display name - The name of the person or organization as displayed

Warning  Must be unique across all Customer, Vendor, and Employee objects. Cannot be removed with sparse update.

String

Checkmark icon, required field

Title - Title of the person

String

 

Create employee - Add a new employee

Billing address city - City

String

 

Billing address country - Country

String

 

Billing address county subdivision code - Country subdivision code

String

 

Family name - Family name

String

Checkmark icon, required field

Given name - Given name

String

Checkmark icon, required field

Billing address line 1 - Line 1

String

 

Billing address postal code - Postal code

String

 

Get general ledger detail - Return a general ledger detail report

Columns - Comma separated, eg: account_name,subt_nat_amount

String

 

Account - Filters report contents to include information for specified accounts. Supported Values: One or more comma separated account IDs.

String

 

Class - Filters report contents to include information for specified classes if so configured in the company file. Supported Values: One or more comma separated class IDs.

String

 

Customer - Filters report contents to include information for specified customers. Supported Values: One or more comma separated customer IDs.

String

 

Department - Filters report contents to include information for specified departments if so configured in the company file. Supported Values: One or more comma separated department IDs.

String

 

Source account - Filters report contents to include information for specified source accounts. Supported Values: One or more comma separated account IDs.

String

 

Vendor - Filters report contents to include information for specified vendors. Supported Values: One or more comma separated vendor IDs.

String

 

End date - If not specified, the value of Date range is used. The start date and end date of the report is in the format YYYY-MM-DD.

YYYY-MM-DD

String

 

Start date - If not specified, the value of Date range is used. The start date and end date of the report is in the format YYYY-MM-DD.

YYYY-MM-DD

String

 

Sort order

Choice

 

Source account type

Choice

 

Account type - The account type

String

 

Accounting method - The accounting method used in the report

Choice

 

Sort by - The column type used in sorting report rows. Default is txn_type

String

 

Date range - The predefined date range. The default is This Fiscal Year-to-date.

Choice

 

Create credit memo - Add a new credit memo

Customer - Customer ID

Choice

Checkmark icon, required field

Lines - Line items for the bill

 

Checkmark icon, required field

Create estimate - Add a new estimate

Customer - Customer ID

Choice

Checkmark icon, required field

Lines - Line items for the estimate

 

Checkmark icon, required field

Create sales receipt - Add a new sales receipt

Message - Enter a message for the customer

String

 

Invoice number - Enter the invoice number for the transaction

String

 

Lines - Line items for the sales receipt

 

Checkmark icon, required field

Customer name - The name of the customer

Choice

Checkmark icon, required field

Create inventory or service - Add a new inventory or service

Name - Enter a name (must be unique)

String

Checkmark icon, required field

Asset Account ID - The ID of the asset account

Choice

 

Expense account - The ID of the expense account

Choice

 

Income account - The ID of the income account

Choice

 

Type - The type of the item

Choice

Checkmark icon, required field

Create vendor - Add a new vendor

Title - Enter a prefix title

String

Checkmark icon, required field

Billing address country subdivision code - Enter a subdivision code

String

 

Suffix - Enter a suffix for the vendor name

String

 

Billing address - Enter the address of the vendor

String

 

Billing address city - Enter the city

String

 

Company name - Enter the company name

String

 

Billing address country - Enter the country

String

 

Family name - Enter the family name or last name of the vendor. A given name or a family name is required.

String

 

Given or first name - Enter the given or first name of the vendor. A given name or a family name is required.

String

Checkmark icon, required field

Middle name - Enter the middle name of the vendor. A middle name is optional.

String

 

Display name - Enter the name of the vendor as it will be displayed

Warning  Must be unique across all customer, vendor, and employee objects. Cannot be removed with a sparse update.

String

 

Billing address postal code - Enter the postal code

String

 

Update invoice - Update information about an invoice

Due date - Enter the date when the payment for the transaction is due

 

 

Lines - Line items for the invoice

 

Checkmark icon, required field

Transaction class ID - Select the class ID for the transaction.

Choice

 

Allow online credit card payment - Specify if online credit card payments are allowed for this invoice. This corresponds to the <b>Cards</b> online payment check box in the QuickBooks user interface.

Boolean

 

Allow online ACH payment - Specify if this invoice can be paid with online bank transfers. This corresponds to the <b>Free bank transfer</b> online payment check box in the QuickBooks user interface.

Boolean

 

Customer ID - The ID of the customer

Choice

Checkmark icon, required field

Invoice ID - The ID of the invoice

Choice

Checkmark icon, required field

Sync token - Version number of the object. It is used to lock an object for use by one app at a time.

Number

Checkmark icon, required field

Add employee time - Create a time activity for an employee

End time

Date

Checkmark icon, required field

Start time

Date

Checkmark icon, required field

Employee ID - The ID of the employee

Choice

Checkmark icon, required field

Add vendor time - Create a time activity for a vendor

End time

Date

Checkmark icon, required field

Start time

Date

Checkmark icon, required field

Vendor ID - The ID of the vendor

Choice

Checkmark icon, required field

Create bill - Add a new bill

Lines - Line items for the bill

 

Checkmark icon, required field

Vendor - Vendor ID

Choice

Checkmark icon, required field

Create expense - Add a new expense

Lines - Line items for the expense

 

Checkmark icon, required field

Account ID - The ID of the account

Choice

Checkmark icon, required field

Payment type - The type of payment for the expense

Choice

Checkmark icon, required field

Create purchase order - Add a new purchase order

Lines - Line items for the refund receipt

 

Checkmark icon, required field

AP Account - The ID of the AP account

Choice

Checkmark icon, required field

Vendor ID - The ID of the vendor

Choice

Checkmark icon, required field

Create class - Add a new class

Parent class - The ID for the referenced object

Warning  Required if this object is a subclass

Choice

 

Name - User recognizable name for the class

String

Checkmark icon, required field

Create payment - Add a new payment

Customer ID - The ID of the customer

Choice

Checkmark icon, required field

Total amount - The total amount of the payment

Number

 

Create transfer - Add a new account transfer

From Account ID - The ID of the From account

Choice

Checkmark icon, required field

To Account - The ID of the To account

Choice

Checkmark icon, required field

Amount - The transfer amount

Number

Checkmark icon, required field

Find customer by ID - Return a customer using their ID

Customer ID - The ID of the customer

String

Checkmark icon, required field

Find item by ID - Return an item using its Quickbooks ID

Item ID - Enter the ID of the item

String

Checkmark icon, required field

Email sales receipt - Send a sales receipt by email

Email address - Enter the destination email

Email

Checkmark icon, required field

Sales receipt ID - Select the ID of the receipt

Choice

Checkmark icon, required field

Email invoice - Send an invoice by email

Email - The destination email

Email

Checkmark icon, required field

Invoice ID - The ID for the invoice

Choice

Checkmark icon, required field

Query by account ID - Use a query to return data for an account

Select statement - Enter the select statement for the query

select * from Account Where Metadata.LastUpdatedTime > '2021-01-01'

String

Checkmark icon, required field

Get data by query - Use a query to return data for an entity

Select statement - Enter the select statement for the query

select * from Customer Where Metadata.LastUpdatedTime > '2021-01-01'

String

Checkmark icon, required field