QuickBooks Component

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.

QuickBooks 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.

Input	Default	Notes
Input Authorize URL string / Required Hidden Field	Default https://appcenter.intuit.com/connect/oauth2	Notes The OAuth 2.0 Authorization URL for Quickbooks
Input Client ID string / Required	Default	Notes
Input Client Secret password / Required	Default	Notes
Input Revoke URL string / Required Hidden Field	Default https://developer.api.intuit.com/v2/oauth2/tokens/revoke	Notes The OAuth 2.0 Revocation URL for Quickbooks
Input Scopes string / Required	Default com.intuit.quickbooks.accounting com.intuit.quickbooks.payment openid	Notes A space-delimited set of one or more scopes to get the user's permission to access.
Input Token URL string / Required Hidden Field	Default https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer	Notes The OAuth 2.0 Token URL for Quickbooks
Input Use Sandbox boolean / Required	Default	Notes Choose whether or not to use QuickBooks' sandbox. This is helpful for integration testing.

Actions#

Create a refund receipt#

Create a new Refund Receipt in Quickbooks | key: createRefundReceipt

Input	Default	Notes	Example
Input Account Id string	Default	Notes Provide a value for the Id of the account to which payment money is deposited. If you do not specify this account, payment is applied to the Undeposited Funds account.	Example 35
Input Account Name string	Default	Notes Provide a value for the name of the account to which payment money is deposited. If you do not specify this account, payment is applied to the Undeposited Funds account.	Example Checking
Input Billing Address Id string	Default	Notes Provide the unique identifier of the billing address.	Example 78
Input Custom Fields code	Default `[ { "DefinitionId": "1", "Type": "StringType", "Name": "Crew #" }]`	Notes Specify any optional custom fields to be attached. A custom field is a JavaScript Object that consists of a DefinitionId: String, Type: String, and Name: String. If you don't want to supply any custom fields, simply provide an empty JavaScript Array []	Example
Input Optional Values string Key Value List	Default	Notes The names of optional fields and their values to use when creating/updating a record. For example, if you have a custom configured field that is not represented as an input, here you are able to specify its key and assign it a value.	Example
Input Billing Latitude string	Default	Notes Provide a value for the latitude of the billing address.	Example 40.7489277
Input Billing Line 1 string	Default	Notes Provide a value for line 1 of the billing address.	Example Karen Pye
Input Billing Line 2 string	Default	Notes Provide a value for line 2 of the billing address.	Example Pye's Cakes
Input Billing Line 3 string	Default	Notes Provide a value for line 3 of the billing address.	Example 350 Mountain View Dr.
Input Billing Line 4 string	Default	Notes Provide a value for line 4 of the billing address.	Example South Orange, NJ 07079
Input Line Items code / Required	Default `[{ "DetailType": "SalesItemLineDetail", "Amount": 400.0, "SalesItemLineDetail": { "ItemRef": { "value": "21" } } }]`	Notes For each list item, provide a JavaScript Object that represents an individual line item. Please follow the shape provided in the example. For more information on the line item object refer to the quickbooks documentation: https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/salesreceipt#create-a-salesreceipt	Example
Input Billing Longitude string	Default	Notes Provide a value for the longitude of the billing address.	Example -74.2609903
Input Connection connection / Required	Default	Notes	Example

Create a sales receipt#

Create a new Sales Receipt in Quickbooks | key: createReceipt

Input	Default	Notes	Example
Input Account Id string	Default	Notes Provide a value for the Id of the account to which payment money is deposited. If you do not specify this account, payment is applied to the Undeposited Funds account.	Example 35
Input Account Name string	Default	Notes Provide a value for the name of the account to which payment money is deposited. If you do not specify this account, payment is applied to the Undeposited Funds account.	Example Checking
Input Apply Tax After Discount boolean / Required	Default false	Notes Specify weather or not to apply tax after discount.	Example
Input Create Time string	Default	Notes Provide a date time value for the point in time this record was created	Example 2014-09-16T14:59:48-07:00
Input Customer Id string	Default false	Notes Provide a value for the Id of the customer you would like to attach to the receipt.	Example 56
Input Customer Name string	Default	Notes Provide a value for the name of the customer that will show on the receipt.	Example John Doe
Input Custom Fields code	Default `[ { "DefinitionId": "1", "Type": "StringType", "Name": "Crew #" }]`	Notes Specify any optional custom fields to be attached. A custom field is a JavaScript Object that consists of a DefinitionId: String, Type: String, and Name: String. If you don't want to supply any custom fields, simply provide an empty JavaScript Array []	Example
Input Line Items code / Required	Default `[ { "Description": "Pest Control Services", "DetailType": "SalesItemLineDetail", "SalesItemLineDetail": { "TaxCodeRef": { "value": "NON" }, "Qty": 1, "UnitPrice": 35, "ItemRef": { "name": "Pest Control", "value": "10" } }, "LineNum": 1, "Amount": 35.0, "Id": "1" }, { "DetailType": "SubTotalLineDetail", "Amount": 337.5, "SubTotalLineDetail": {} }]`	Notes For each list item, provide a JavaScript Object that represents an individual line item. Please follow the shape provided in the example. For more information on the line item object refer to the quickbooks documentation: https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/salesreceipt#create-a-salesreceipt	Example
Input Payment Method Id string	Default	Notes Provide a value for the id of a payment method associated with this transaction.	Example 2
Input Payment Method Name string	Default	Notes Provide a value for the name of a payment method associated with this transaction.	Example Check
Input Connection connection / Required	Default	Notes	Example

Create Invoice#

Create an Invoice with the specified data | key: createInvoice

Input	Notes	Example
Input Data string / Required	Notes This is a string of JSON data that represents a QuickBooks invoice.	Example `{ "CustomerRef": { "value": "73", "name": "John Doe" }, "TotalAmt": 1100, "Line": [ { "Amount": 1100, "LinkedTxn": [ { "TxnId": "250", "TxnType": "CreditMemo" } ] } ]}`
Input Connection connection / Required	Notes	Example

Create Resource#

Create a new Resource in Quickbooks | key: createResource

Input	Notes
Input Connection connection / Required	Notes
Input Resource Attributes data Key Value List	Notes A list of attributes used to create a resource in Quickbooks
Input Resource Type string / Required	Notes

Delete a refund receipt#

Delete an existing Refund Receipt in Quickbooks | key: deleteRefundReceipt

Input	Notes	Example
Input Connection connection / Required	Notes	Example
Input Receipt Id string / Required	Notes Provide a value for the Id of the receipt.	Example 101
Input Sync Token string / Required	Notes The Sync Token of a resource in Quickbooks	Example

Find Resource by Id#

Returns a full Resource in Quickbooks | key: findResource

Input	Notes
Input Connection connection / Required	Notes
Input Id string / Required	Notes The Primary ID of a resource in Quickbooks
Input Resource Type string / Required	Notes

Get a refund receipt#

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

Input	Notes	Example
Input Connection connection / Required	Notes	Example
Input Receipt Id string / Required	Notes Provide a value for the Id of the receipt.	Example 101

Get a refund receipt as PDF#

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

Input	Notes	Example
Input Connection connection / Required	Notes	Example
Input Receipt Id string / Required	Notes Provide a value for the Id of the receipt.	Example 101

Get Company Info#

Retrieve information about the company | key: getCompanyInfo

Input	Notes
Input Connection connection / Required	Notes

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

Input	Notes	Example
Input Customer Display Name string / Required	Notes This represents the customer's display name	Example Smith Rocket Company
Input Connection connection / Required	Notes	Example

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

Input	Notes	Example
Input Id string / Required	Notes This represents a resource's unique ID. It must be an integer number.	Example 1234
Input Connection connection / Required	Notes	Example

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

Input	Notes	Example
Input Id string / Required	Notes This represents a resource's unique ID. It must be an integer number.	Example 1234
Input Connection connection / Required	Notes	Example

Get Resource#

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

Input	Notes	Example
Input API Minor Version string	Notes Provide the version of the API you would like to use.	Example 59
Input Query String string / Required	Notes Must be a valid query string as defined by the QuickBooks API. Single quotes must be escaped with a backslash.	Example select * from department
Input Connection connection / Required	Notes	Example

Get Sales Receipt#

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

Input	Notes	Example
Input Connection connection / Required	Notes	Example
Input Receipt Id string / Required	Notes Provide a value for the Id of the receipt.	Example 101

Get Vendor Expenses#

Retrieve information about vendor expenses | key: queryVendorExpenses

Input	Notes
Input Query Params string Key Value List	Notes Customize the information returned in the report by specifying query parameters with the query. Listed here are the query parameters available for this report: customer, vendor, end_date, date_macro, class, sort_order, summarize_column_id, department, accounting_method, and start_date
Input Connection connection / Required	Notes

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.

Send a refund receipt#

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

Input	Notes	Example
Input Connection connection / Required	Notes	Example
Input Receipt Id string / Required	Notes Provide a value for the Id of the receipt.	Example 101

Send a refund receipt#

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

Input	Notes	Example
Input Email string / Required	Notes Provide a valid email to send the receipt to.	Example someone@example.com
Input Connection connection / Required	Notes	Example
Input Receipt Id string / Required	Notes Provide a value for the Id of the receipt.	Example 101

Update refund receipt#

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

Input	Default	Notes	Example
Input Billing Address Id string	Default	Notes Provide the unique identifier of the billing address.	Example 78
Input Custom Fields code	Default `[ { "DefinitionId": "1", "Type": "StringType", "Name": "Crew #" }]`	Notes Specify any optional custom fields to be attached. A custom field is a JavaScript Object that consists of a DefinitionId: String, Type: String, and Name: String. If you don't want to supply any custom fields, simply provide an empty JavaScript Array []	Example
Input Optional Values string Key Value List	Default	Notes The names of optional fields and their values to use when creating/updating a record. For example, if you have a custom configured field that is not represented as an input, here you are able to specify its key and assign it a value.	Example
Input Billing Latitude string	Default	Notes Provide a value for the latitude of the billing address.	Example 40.7489277
Input Billing Line 1 string	Default	Notes Provide a value for line 1 of the billing address.	Example Karen Pye
Input Billing Line 2 string	Default	Notes Provide a value for line 2 of the billing address.	Example Pye's Cakes
Input Billing Line 3 string	Default	Notes Provide a value for line 3 of the billing address.	Example 350 Mountain View Dr.
Input Billing Line 4 string	Default	Notes Provide a value for line 4 of the billing address.	Example South Orange, NJ 07079
Input Line Items code / Required	Default [ { Description: "Refund - Pest control was ineffective", DetailType: "SalesItemLineDetail", SalesItemLineDetail: { TaxCodeRef: { value: "NON", }, Qty: 2.5, UnitPrice: 35, ItemRef: { name: "Pest Control", value: "10", }, }, LineNum: 1, Amount: 87.5, Id: "1", }, { DetailType: "SubTotalLineDetail", Amount: 87.5, SubTotalLineDetail: {}, }, ]	Notes For each list item, provide a JavaScript Object that represents an individual line item. Please follow the shape provided in the example. For more information on the line item object refer to the quickbooks documentation: https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/salesreceipt#create-a-salesreceipt	Example
Input Billing Longitude string	Default	Notes Provide a value for the longitude of the billing address.	Example -74.2609903
Input Connection connection / Required	Default	Notes	Example
Input Receipt Id string / Required	Default	Notes Provide a value for the Id of the receipt.	Example 101
Input Sync Token string / Required	Default	Notes The Sync Token of a resource in Quickbooks	Example
Input Total Amount string / Required	Default	Notes Provide a value for the total amount on the receipt.	Example 150

Update Resource#

Updates a Resource in Quickbooks | key: updateResource

Input	Notes
Input Connection connection / Required	Notes
Input Resource Attributes data Key Value List	Notes A list of attributes used to create a resource in Quickbooks
Input Resource Data data	Notes An optional full map of the resource data
Input Id string / Required	Notes The Primary ID of a resource in Quickbooks
Input Resource Type string / Required	Notes
Input Sync Token string / Required	Notes The Sync Token of a resource in Quickbooks

Void Invoice#

Voids an Invoice | key: voidInvoice

Input	Notes	Example
Input Id string / Required	Notes This represents a resource's unique ID. It must be an integer number.	Example 1234
Input Connection connection / Required	Notes	Example
Input Sync Token string / Required	Notes The Sync Token of a resource in Quickbooks	Example