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Quickbooks Online Connector Reference

QuickBooks Online provides cloud-based accounting software that enables organizations to manage core business processes, ERP financials, e-commerce, inventory, and more.

QuickBooks Online Connector uses API minor version 62.

Connections

To connect to a system, whether it is a source of data or the target where you are sending data, you must create a connection with that system’s required credentials. You typically connect to different systems within a flow and can reuse each connection every time you need to connect.

This system requires the following credential information for its connections:

Connection Name

Enter a connection name that will help you remember the details of this connection. You can reuse connections multiple times in a single flow, and in more than one flow, and the credentials are hidden after you create the connection. Therefore, it’s helpful to provide a name that easily identifies this connection from others.

Only you can see the connection. Other users in your Composer app must create their own connections.

Username

The OAuth username that you use to log in to QuickBooks Online.

Password

The OAuth password that you use to log in to QuickBooks Online.

Triggers

Each flow starts with a scheduler that specifies a time span for how frequently the flow starts or with a trigger that you define, such as "each time a new record is created." Triggers provide multiple options related to the data in your system.

Triggers execute every ten minutes.

This system provides the following trigger options:

New Invoice

Triggers when a new invoice is created.

Updated Invoice

Triggers when an existing invoice is updated.

New Customer

Triggers when a new customer is created.

Updated Customer

Triggers when an existing customer is updated.

New Item

Triggers when a new item is created.

Updated Item

Triggers when an existing item is updated.

Actions

After you connect to a system and define the trigger or configure a scheduler, you define the actions that the flow performs, such as copying a record from Workday to Salesforce. The actions you can perform depend on which system you are connected to.

This system provides the following actions:

Create Invoice

Creates a new invoice. The following field is required: Customer ID.

Update Invoice

Updates an existing invoice. The following field is required: Invoice ID.

Create Customer

Creates a new customer.

Update Customer

Updates an existing customer. The following field is required: Customer ID.

Create Item

Creates a new item. The following fields are required:

  • Name

  • Type

  • If the value in the Track Quantity on Hand is equal to True, the following fields are required:

    • Asset Account Reference

    • Invoice Start Date

    • Quantity on Hand

Update Item

Updates an existing item. The following fields are required:

  • Item ID

  • If the value in the Track Quantity on Hand is equal to True, the following fields are required:

    • Asset Account Reference

    • Invoice Start Date

    • Quantity on Hand

Query Invoice

Searches for an existing invoice. One or more of the following fields must be populated to return results:

  • Invoice ID Equals

  • Customer ID Equals

  • Due Date Greater Or Equal

  • Date Created Greater or Equal

  • Last Updated Date Greater or Equal

Query Customer

Searches for an existing customer. One or more of the following fields must be populated to return results:

  • Customer ID Equals

  • Customer Display Name Equals

  • Customer Display Name Like

  • Active Equals

  • Primary Email Address Equals

  • Primary Email Address Like

  • Balance Greater Or Equal

  • Date Created Greater or Equal

  • Last Updated Date Greater or Equal

Query Item

Searches for an existing item. One or more of the following fields must be populated to return results:

  • Item ID Equals

  • Name Equals

  • Name Like

  • Active Equals

  • Type Equals

  • Date Created Greater or Equal

  • Last Updated Date Greater or Equal

Get Invoice

Returns an invoice. The following field is required: Customer ID.

Get Customer

Returns a customer. The following field is required: Customer ID.

Get Item

Returns an item. The following field is required: Item ID.

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