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QuickBooks Component

QuickBooks

Create and manage customers and invoices within Intuit QuickBooks

Component key: quickbooks

Description​

QuickBooks is an accounting and payment platform for individuals and businesses. This component allows you to generate invoices, manage customers, and more within the QuickBooks platform.

The QuickBooks Sandbox allows developers to develop and test integrations without affecting real customer data. You can point your integrations at this sandbox as you assemble them.

Connections​

QuickBooks OAuth 2.0​

QuickBooks uses OAuth 2.0 to authenticate requests against the QuickBooks Online API. To configure an OAuth 2.0 credential through QuickBooks, you will need to create an app within the Intuit developer portal. When you create your app, be sure to enter Prismatic's OAuth callback URL - https://oauth2.prismatic.io/callback - as a Callback URL. Consult QuickBooks to determine the proper OAuth Scopes to assign. Once the app has been created, you will be provided with a Client ID and Client Secret. Now, configure OAuth 2.0 settings in Prismatic. Create a new credential of type OAuth 2.0 - Authorization Code.

  • Enter the Client ID and Client Secret that you received from the Intuit developer portal.
  • Set Scopes to any of the values in this list.

Actions​

Create a refund receipt​

Create a new Refund Receipt in QuickBooks | key: createRefundReceipt

Create a sales receipt​

Create a new Sales Receipt in QuickBooks | key: createReceipt

Create Invoice​

Create an Invoice with the specified data | key: createInvoice

Create Note Attachment​

Use this endpoint to attach a note to an object. | key: createNoteAttachment

Create Purchase Order​

Create a new Purchase Order | key: createPurchaseOrder

Output Example Payload​

{
  "data": {
    "PurchaseOrder": {
      "DocNumber": "1005",
      "SyncToken": "0",
      "POEmail": {
        "Address": "send_email@intuit.com"
      },
      "APAccountRef": {
        "name": "Accounts Payable (A/P)",
        "value": "33"
      },
      "CurrencyRef": {
        "name": "United States Dollar",
        "value": "USD"
      },
      "TxnDate": "2015-07-28",
      "TotalAmt": 25,
      "ShipAddr": {
        "Line4": "Half Moon Bay, CA  94213",
        "Line3": "65 Ocean Dr.",
        "Id": "121",
        "Line1": "Grace Pariente",
        "Line2": "Cool Cars"
      },
      "domain": "QBO",
      "Id": "257",
      "POStatus": "Open",
      "sparse": false,
      "EmailStatus": "NotSet",
      "VendorRef": {
        "name": "Hicks Hardware",
        "value": "41"
      },
      "Line": [
        {
          "DetailType": "ItemBasedExpenseLineDetail",
          "Amount": 25,
          "Id": "1",
          "ItemBasedExpenseLineDetail": {
            "ItemRef": {
              "name": "Garden Supplies",
              "value": "38"
            },
            "CustomerRef": {
              "name": "Cool Cars",
              "value": "3"
            },
            "Qty": 1,
            "TaxCodeRef": {
              "value": "NON"
            },
            "BillableStatus": "NotBillable",
            "UnitPrice": 25
          }
        }
      ],
      "CustomField": [
        {
          "DefinitionId": "1",
          "Type": "StringType",
          "Name": "Crew #"
        },
        {
          "DefinitionId": "2",
          "Type": "StringType",
          "Name": "Sales Rep"
        }
      ],
      "VendorAddr": {
        "Line4": "Middlefield, CA  94303",
        "Line3": "42 Main St.",
        "Id": "120",
        "Line1": "Geoff Hicks",
        "Line2": "Hicks Hardware"
      },
      "MetaData": {
        "CreateTime": "2015-07-28T16:01:47-07:00",
        "LastUpdatedTime": "2015-07-28T16:01:47-07:00"
      }
    },
    "time": "2015-07-28T16:04:49.874-07:00"
  }
}

Create Resource​

Create a new Resource in QuickBooks | key: createResource

Delete a refund receipt​

Delete an existing Refund Receipt in QuickBooks | key: deleteRefundReceipt

Delete Attachable​

This operation deletes an attachable object. | key: deleteAttachable

Delete Purchase Order​

Delete an existing Purchase Order | key: deletePurchaseOrder

Output Example Payload​

{
  "data": {
    "PurchaseOrder": {
      "status": "Deleted",
      "domain": "QBO",
      "Id": "125"
    },
    "time": "2015-05-26T14:08:39.858-07:00"
  }
}

Download Attachment​

Retrieves a temporary download URL to the specified attachableID. | key: downloadAttachment

Find Resource by Id​

Returns a full Resource in QuickBooks | key: findResource

Get a refund receipt​

Get the value of an existing Refund Receipt in QuickBooks | key: getRefundReceipt

Get a refund receipt as PDF​

Get the value of an existing Refund Receipt in QuickBooks as a PDF | key: getRefundReceiptAsPDF

Get Company Info​

Retrieve information about the company | key: getCompanyInfo

Output Example Payload​

{
  "data": {
    "CompanyName": "Example Corp",
    "Id": "1234",
    "SyncToken": "exampleSyncToken",
    "CompanyAddr": {
      "City": "Mountain View",
      "Country": "USA",
      "CountrySubDviisionCode": "CA",
      "Line1": "2500 Garcia Ave",
      "PostalCode": "94043"
    }
  }
}

Get Customer By Display Name​

Retrieve information about the Customer which matches the given Display Name | key: getCustomerByDisplayName

Output Example Payload​

{
  "data": {
    "Id": "exampleId",
    "SyncToken": "asdf123",
    "MetaData": {},
    "EmailMessagesPrefs": {},
    "ProductAndServicesPrefs": {},
    "ReportPrefs": {}
  }
}

Get Customer By Id​

Retrieve information about the Customer which matches the given id | key: getCustomerById

Output Example Payload​

{
  "data": {
    "Id": "exampleId",
    "SyncToken": "asdf123",
    "MetaData": {},
    "EmailMessagesPrefs": {},
    "ProductAndServicesPrefs": {},
    "ReportPrefs": {}
  }
}

Get Invoice By Id​

Retrieve information about the Invoice which matches the given id | key: getInvoiceById

Get Resource​

Retrieve a QuickBooks resource using their SQL-like data query language | key: queryResource

This action allows for sending queries to the Query endpoint. Please refer to QuickBooks' documentation for building custom queries.

Get Sales Receipt​

Get the information and metadata of a Sales Receipt by Id | key: getReceipt

Get Vendor Expenses​

Retrieve information about vendor expenses | key: queryVendorExpenses

This action wraps QuickBooks' Query a Report API endpoint. Query parameters can be added to filter results by customer, vendor, department, accounting_method, or class. Keys summarize_column_by and sort_order determine how the result should be structured. You can also specify a date_macro, or a combination of a start_date and end_date (both need to be specified) to get expenses from a particular date range.

Raw Request​

Send a raw HTTP request to QuickBooks API | key: rawRequest

Read an Attachable​

Read one attachable | key: readAnAttachable

Send a refund receipt​

send an existing Refund Receipt to the email saved in QuickBooks | key: sendRefundReceipt

Send a refund receipt​

Send an existing Refund Receipt in QuickBooks to any email | key: sendRefundReceiptToEmail

Update Attachable​

Update any of the writable fields of an existing attachable object. | key: updateAttachable

Update Purchase Order​

Update an existing Purchase Order | key: updatePurchaseOrder

Output Example Payload​

{
  "data": {
    "PurchaseOrder": {
      "DocNumber": "1005",
      "SyncToken": "0",
      "POEmail": {
        "Address": "send_email@intuit.com"
      },
      "APAccountRef": {
        "name": "Accounts Payable (A/P)",
        "value": "33"
      },
      "CurrencyRef": {
        "name": "United States Dollar",
        "value": "USD"
      },
      "TxnDate": "2015-07-28",
      "TotalAmt": 25,
      "ShipAddr": {
        "Line4": "Half Moon Bay, CA  94213",
        "Line3": "65 Ocean Dr.",
        "Id": "121",
        "Line1": "Grace Pariente",
        "Line2": "Cool Cars"
      },
      "domain": "QBO",
      "Id": "257",
      "POStatus": "Open",
      "sparse": false,
      "EmailStatus": "NotSet",
      "VendorRef": {
        "name": "Hicks Hardware",
        "value": "41"
      },
      "Line": [
        {
          "DetailType": "ItemBasedExpenseLineDetail",
          "Amount": 25,
          "Id": "1",
          "ItemBasedExpenseLineDetail": {
            "ItemRef": {
              "name": "Garden Supplies",
              "value": "38"
            },
            "CustomerRef": {
              "name": "Cool Cars",
              "value": "3"
            },
            "Qty": 1,
            "TaxCodeRef": {
              "value": "NON"
            },
            "BillableStatus": "NotBillable",
            "UnitPrice": 25
          }
        }
      ],
      "CustomField": [
        {
          "DefinitionId": "1",
          "Type": "StringType",
          "Name": "Crew #"
        },
        {
          "DefinitionId": "2",
          "Type": "StringType",
          "Name": "Sales Rep"
        }
      ],
      "VendorAddr": {
        "Line4": "Middlefield, CA  94303",
        "Line3": "42 Main St.",
        "Id": "120",
        "Line1": "Geoff Hicks",
        "Line2": "Hicks Hardware"
      },
      "MetaData": {
        "CreateTime": "2015-07-28T16:01:47-07:00",
        "LastUpdatedTime": "2015-07-28T16:01:47-07:00"
      }
    },
    "time": "2015-07-28T16:04:49.874-07:00"
  }
}

Update refund receipt​

Update the contents of an existing Refund Receipt in QuickBooks | key: updateRefundReceipt

Update Resource​

Updates a Resource in QuickBooks | key: updateResource

Upload Attachment​

Upload one attachment | key: uploadAttachment

Void Invoice​

Voids an Invoice | key: voidInvoice