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.
The 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
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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
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The OAuth username that you use to log in to QuickBooks Online.
- Password
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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
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Triggers when a new invoice is created.
- Updated Invoice
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Triggers when an existing invoice is updated.
- New Customer
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Triggers when a new customer is created.
- Updated Customer
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Triggers when an existing customer is updated.
- New Item
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Triggers when a new item is created.
- Updated Item
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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
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Creates a new invoice. The following field is required: Customer ID.
- Update Invoice
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Updates an existing invoice. The following field is required: Invoice ID.
- Create Customer
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Creates a new customer.
- Update Customer
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Updates an existing customer. The following field is required: Customer ID.
- Create Item
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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
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Invoice Start Date
-
Quantity on Hand
-
-
- Update Item
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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
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Searches for an existing invoice. One or more of the following fields must be populated to return results:
-
Invoice ID Equals
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Customer ID Equals
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Due Date Greater Or Equal
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Date Created Greater or Equal
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Last Updated Date Greater or Equal
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- Query Customer
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Searches for an existing customer. One or more of the following fields must be populated to return results:
-
Customer ID Equals
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Customer Display Name Equals
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Customer Display Name Like
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Active Equals
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Primary Email Address Equals
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Primary Email Address Like
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Balance Greater Or Equal
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Date Created Greater or Equal
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Last Updated Date Greater or Equal
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- 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
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Last Updated Date Greater or Equal
-
- Get Invoice
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Returns an invoice. The following field is required: Customer ID.
- Get Customer
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Returns a customer. The following field is required: Customer ID.
- Get Item
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Returns an item. The following field is required: Item ID.