Upgrading and Migrating Quickbooks Connector to Version 2.0 - Mule 4

Upgrade Anypoint Connector for Quickbooks (Quickbooks Connector) to version 2.x.

Supported Upgrade Paths

From Version	To Version
1.x	2.x

From Version

To Version

1.x

2.x

Changes in This Release

This release contains the following changes:

Made the following changes to some operations:
- Changed operation names
- The Get query operation now makes an HTTP GET request instead of an HTTP POST request to the /query endpoint
- The Get invoice by invoice id operation now makes an HTTP GET request instead of an HTTP POST request to the /invoice/{invoiceId} endpoint
- The Upload operation now has the File_content_0-Body parameter, the File_content_0-Filename parameter, and the File_metadata_0-Body parameter
- Removed the Content type parameter from all operations
- Removed the Accept parameter from all operations
- Added the Body parameter to some operations
Added sources

Changed Operations

The following table shows changes to operation names:

Quickbooks 1.x Operation	Changes in Quickbooks 2.0
Account Post2	Operation is now called Create account.
Account Update	Operation is now called Create account update.
Attachable Post3	Operation is now called Create attachable.
Batch Post	Operation is now called Create batch.
Bill Post3	Operation is now called Create bill.
Billpayment Post3	Operation is now called Create billpayment.
Class Post3	Operation is now called Create class.
Creditmemo Post3	Operation is now called Create creditmemo.
Customer Post3	Operation is now called Create customer.
Department Post3	Operation is now called Create department.
Deposit Post3	Operation is now called Create deposit.
Employee Post3	Operation is now called Create employee.
Estimate Post3	Operation is now called Create estimate.
Invoice Post4	Operation is now called Create invoice.
Item Post3	Operation is now called Create item.
Journalentry Post3	Operation is now called Create journalentry.
Payment Post3	Operation is now called Create payment.
Paymentmethod Post3	Operation is now called Create paymentmethod.
Preferences Post	Operation is now called Create preferences.
Purchase Post3	Operation is now called Create purchase.
Purchaseorder Post3	Operation is now called Create purchaseorder.
Query Post32	Operation is now called Get query.
Refundreceipt Post3	Operation is now called Create refundreceipt.
Salesreceipt Post4	Operation is now called Create salesreceipt.
Taxagency Post	Operation is now called Create taxagency.
Taxservice Taxcode Post	Operation is now called Create taxservice taxcode.
Term Post3	Operation is now called Create term.
Timeactivity Post4	Operation is now called Create timeactivity.
Transfer Post3	Operation is now called Create transfer.
Upload Post	Operation is now called Create upload.
Vendor Post3	Operation is now called Create vendor.
Vendorcredit Post3	Operation is now called Create vendorcredit.
Account Get	Operation is now called Get account by account id.
Attachable Get	Operation is now called Get attachable by attachable id.
Bill Get	Operation is now called Get bill by bill id.
Billpayment Get	Operation is now called Get billpayment by billpayment id.
Cdc Get	Operation is now called Get cdc.
Class Get	Operation is now called Get class by class id.
Companyinfo By Companyid Get	Operation is now called Get companyinfo by company id.
Creditmemo Get	Operation is now called Get creditmemo by creditmemo id.
Customer Get	Operation is now called Get customer by customer id.
Department Get	Operation is now called Get department by department id.
Deposit Get	Operation is now called Get deposit by deposit id.
Employee Get	Operation is now called Get employee by employee id.
Estimate Get	Operation is now called Get estimate by estimate id.
Exchangerate Get	Operation is now called Get exchangerate.
Invoice Get	Operation is now called Get invoice by invoice id.
Item ID Get	Operation is now called Get item by item id.
Journalentry Get	Operation is now called Get journalentry by journalentry id.
Payment174Get	Operation is now called Get payment by payment id.
Paymentmethod Get	Operation is now called Get paymentmethod by paymentmethod id.
Preferences Get	Operation is now called Get preferences.
Purchase Get	Operation is now called Get purchase by purchase id.
Purchaseorder Get	Operation is now called Get purchaseorder by purchaseorder id.
Refundreceipt Get	Operation is now called Get refundreceipt by refundreceipt id.
Reports Account List Get	Operation is now called Get reports account list.
Reports Aged Payable Detail Get	Operation is now called Get reports aged payable detail.
Reports Aged Payables Get	Operation is now called Get reports aged payables.
Reports Aged Receivable Detail Get	Operation is now called Get reports aged receivable detail.
Reports Aged Receivables Get	Operation is now called Get reports aged receivables.
Reports Balance Sheet Get	Operation is now called Get reports balance sheet.
Reports Cash Flow Get	Operation is now called Get reports cash flow.
Reports Class Sales Get	Operation is now called Get reports class sales.
Reports Customer Balance Get	Operation is now called Get reports customer balance.
Reports Customer Balance Detail Get	Operation is now called Get reports customer balance detail.
Reports Customer Income Get	Operation is now called Get reports customer income.
Reports Customer Sales Get	Operation is now called Get reports customer sales.
Reports Department Sales Get	Operation is now called Get reports department sales.
Reports General Ledger Get	Operation is now called Get reports general ledger.
Reports Inventory Valuation Summary Get	Operation is now called Get reports inventory valuation summary.
Reports Item Sales Get	Operation is now called Get reports item sales.
Reports Profit And Loss Get	Operation is now called Get reports profit and loss.
Reports Profit And Loss Detail Get	Operation is now called Get reports profit and loss detail.
Reports Transaction List Get	Operation is now called Get reports transaction list.
Reports Trial Balance Get	Operation is now called Get reports trial balance.
Reports Vendor Balance Get	Operation is now called Get reports vendor balance.
Reports Vendor Balance Detail Get	Operation is now called Get reports vendor balance detail.
Reports Vendor Expenses Get	Operation is now called Get reports vendor expenses.
Salesreceipt Get	Operation is now called Get salesreceipt by salesreceipt id.
Taxagency Get	Operation is now called Get taxagency by taxagency id.
Taxcode Get	Operation is now called Get taxcode by taxcode id.
Taxrate Get	Operation is now called Get taxrate by taxrate id.
Term Get	Operation is now called Get term by term id.
Transfer Get	Operation is now called Get transfer by transfer id.
Vendor Get	Operation is now called Get vendor by vendor id.
Vendorcredit Get	Operation is now called Get vendorcredit by vendorcredit id.

Quickbooks 1.x Operation

Changes in Quickbooks 2.0

Account Post2

Operation is now called Create account.

Account Update

Operation is now called Create account update.

Attachable Post3

Operation is now called Create attachable.

Batch Post

Operation is now called Create batch.

Bill Post3

Operation is now called Create bill.

Billpayment Post3

Operation is now called Create billpayment.

Class Post3

Operation is now called Create class.

Creditmemo Post3

Operation is now called Create creditmemo.

Customer Post3

Operation is now called Create customer.

Department Post3

Operation is now called Create department.

Deposit Post3

Operation is now called Create deposit.

Employee Post3

Operation is now called Create employee.

Estimate Post3

Operation is now called Create estimate.

Invoice Post4

Operation is now called Create invoice.

Item Post3

Operation is now called Create item.

Journalentry Post3

Operation is now called Create journalentry.

Payment Post3

Operation is now called Create payment.

Paymentmethod Post3

Operation is now called Create paymentmethod.

Preferences Post

Operation is now called Create preferences.

Purchase Post3

Operation is now called Create purchase.

Purchaseorder Post3

Operation is now called Create purchaseorder.

Query Post32

Operation is now called Get query.

Refundreceipt Post3

Operation is now called Create refundreceipt.

Salesreceipt Post4

Operation is now called Create salesreceipt.

Taxagency Post

Operation is now called Create taxagency.

Taxservice Taxcode Post

Operation is now called Create taxservice taxcode.

Term Post3

Operation is now called Create term.

Timeactivity Post4

Operation is now called Create timeactivity.

Transfer Post3

Operation is now called Create transfer.

Upload Post

Operation is now called Create upload.

Vendor Post3

Operation is now called Create vendor.

Vendorcredit Post3

Operation is now called Create vendorcredit.

Account Get

Operation is now called Get account by account id.

Attachable Get

Operation is now called Get attachable by attachable id.

Bill Get

Operation is now called Get bill by bill id.

Billpayment Get

Operation is now called Get billpayment by billpayment id.

Cdc Get

Operation is now called Get cdc.

Class Get

Operation is now called Get class by class id.

Companyinfo By Companyid Get

Operation is now called Get companyinfo by company id.

Creditmemo Get

Operation is now called Get creditmemo by creditmemo id.

Customer Get

Operation is now called Get customer by customer id.

Department Get

Operation is now called Get department by department id.

Deposit Get

Operation is now called Get deposit by deposit id.

Employee Get

Operation is now called Get employee by employee id.

Estimate Get

Operation is now called Get estimate by estimate id.

Exchangerate Get

Operation is now called Get exchangerate.

Invoice Get

Operation is now called Get invoice by invoice id.

Item ID Get

Operation is now called Get item by item id.

Journalentry Get

Operation is now called Get journalentry by journalentry id.

Payment174Get

Operation is now called Get payment by payment id.

Paymentmethod Get

Operation is now called Get paymentmethod by paymentmethod id.

Preferences Get

Operation is now called Get preferences.

Purchase Get

Operation is now called Get purchase by purchase id.

Purchaseorder Get

Operation is now called Get purchaseorder by purchaseorder id.

Refundreceipt Get

Operation is now called Get refundreceipt by refundreceipt id.

Reports Account List Get

Operation is now called Get reports account list.

Reports Aged Payable Detail Get

Operation is now called Get reports aged payable detail.

Reports Aged Payables Get

Operation is now called Get reports aged payables.

Reports Aged Receivable Detail Get

Operation is now called Get reports aged receivable detail.

Reports Aged Receivables Get

Operation is now called Get reports aged receivables.

Reports Balance Sheet Get

Operation is now called Get reports balance sheet.

Reports Cash Flow Get

Operation is now called Get reports cash flow.

Reports Class Sales Get

Operation is now called Get reports class sales.

Reports Customer Balance Get

Operation is now called Get reports customer balance.

Reports Customer Balance Detail Get

Operation is now called Get reports customer balance detail.

Reports Customer Income Get

Operation is now called Get reports customer income.

Reports Customer Sales Get

Operation is now called Get reports customer sales.

Reports Department Sales Get

Operation is now called Get reports department sales.

Reports General Ledger Get

Operation is now called Get reports general ledger.

Reports Inventory Valuation Summary Get

Operation is now called Get reports inventory valuation summary.

Reports Item Sales Get

Operation is now called Get reports item sales.

Reports Profit And Loss Get

Operation is now called Get reports profit and loss.

Reports Profit And Loss Detail Get

Operation is now called Get reports profit and loss detail.

Reports Transaction List Get

Operation is now called Get reports transaction list.

Reports Trial Balance Get

Operation is now called Get reports trial balance.

Reports Vendor Balance Get

Operation is now called Get reports vendor balance.

Reports Vendor Balance Detail Get

Operation is now called Get reports vendor balance detail.

Reports Vendor Expenses Get

Operation is now called Get reports vendor expenses.

Salesreceipt Get

Operation is now called Get salesreceipt by salesreceipt id.

Taxagency Get

Operation is now called Get taxagency by taxagency id.

Taxcode Get

Operation is now called Get taxcode by taxcode id.

Taxrate Get

Operation is now called Get taxrate by taxrate id.

Term Get

Operation is now called Get term by term id.

Transfer Get

Operation is now called Get transfer by transfer id.

Vendor Get

Operation is now called Get vendor by vendor id.

Vendorcredit Get

Operation is now called Get vendorcredit by vendorcredit id.

New Sources

Quickbooks Source	Description	Parameters
On new customer	Triggers an event for every new customer.	Configuration Created time Config Ref Primary Node Only Scheduling Strategy Streaming Strategy Redelivery Policy Reconnection Strategy
On new invoice	Triggers an event for every new invoice.	Configuration Created time Config Ref Primary Node Only Scheduling Strategy Streaming Strategy Redelivery Policy Reconnection Strategy
On new item	Triggers an event for every new item.	Configuration Created time Config Ref Primary Node Only Scheduling Strategy Streaming Strategy Redelivery Policy Reconnection Strategy
On updated customer	Triggers an event for every updated customer.	Configuration Last Updated Time Config Ref Primary Node Only Scheduling Strategy Streaming Strategy Redelivery Policy Reconnection Strategy
On updated invoice	Triggers an event for every updated invoice.	Configuration Last Updated Time Config Ref Primary Node Only Scheduling Strategy Streaming Strategy Redelivery Policy Reconnection Strategy
On updated item	Triggers an event for every updated item.	Configuration Last Updated Time Config Ref Primary Node Only Scheduling Strategy Streaming Strategy Redelivery Policy Reconnection Strategy

Quickbooks Source

Description

Parameters

On new customer

Triggers an event for every new customer.

Configuration
Created time
Config Ref
Primary Node Only
Scheduling Strategy
Streaming Strategy
Redelivery Policy
Reconnection Strategy

On new invoice

Triggers an event for every new invoice.

Configuration
Created time
Config Ref
Primary Node Only
Scheduling Strategy
Streaming Strategy
Redelivery Policy
Reconnection Strategy

On new item

Triggers an event for every new item.

Configuration
Created time
Config Ref
Primary Node Only
Scheduling Strategy
Streaming Strategy
Redelivery Policy
Reconnection Strategy

On updated customer

Triggers an event for every updated customer.

Configuration
Last Updated Time
Config Ref
Primary Node Only
Scheduling Strategy
Streaming Strategy
Redelivery Policy
Reconnection Strategy

On updated invoice

Triggers an event for every updated invoice.

Configuration
Last Updated Time
Config Ref
Primary Node Only
Scheduling Strategy
Streaming Strategy
Redelivery Policy
Reconnection Strategy

On updated item

Triggers an event for every updated item.

Configuration
Last Updated Time
Config Ref
Primary Node Only
Scheduling Strategy
Streaming Strategy
Redelivery Policy
Reconnection Strategy

Upgrade Prerequisites

Before you perform the upgrade, you must:

Create a backup of your files, data, and configuration in case you need to restore to the previous version.
Install Quickbooks Connector v2.x to replace the Quickbooks operations that were previously included in Quickbooks Connector v1.x.

Upgrade Steps

Follow these steps to perform the upgrade:

In Anypoint Studio, create a Mule project.
In Mule Palette, click Search in Exchange.
In Add Dependencies to Project, enter quickbooks in the search field.
In Available modules, select Quickbooks Connector - Mule 4 and click Add.
Click Finish.
Verify that the quickbooks-connector dependency version is 2.x.x in the pom.xml file in the Mule project.

Studio upgrades the connector automatically.

Verify the Upgrade

After you install the latest version of the connector, follow these steps to verify the upgrade:

In Studio, verify that there are no errors in the Problems or Console views.
Verify that there are no problems in the project pom.xml file.
Test the connection to verify that the operations work.

Troubleshooting

If there are problems with caching the parameters and caching the metadata, try restarting Studio.

Revert the Upgrade

If it is necessary to revert to the previous version of Quickbooks Connector, change the quickbooks-connector dependency version in the project’s pom.xml file to the previous version.

You must update the project’s pom.xml file in Anypoint Studio.

Gartner names MuleSoft a Leader

Unleash the power of Salesforce Customer 360 through integration

Anypoint Platform Fundamentals

MuleSoft at World Tour