Quickbooks

These elements are required for the templates below to work

• Intuit OAuth Remote Site Setting

  Remote Site Setting enabling access to the Authentication URL

• Intuit Appcenter Remote Site Setting

  Remote Site Setting enabling access to the Authentication URL

• Intuit QB Sandbox Remote Site Setting

  Remote Site Setting enabling access to the Quickbooks Sandbox API base URL

• Intuit QB Production Remote Site Setting

  Remote Site Setting enabling access to the Quickbooks Production API base URL

• Quickbooks API Auth Provider Class

  Authentication Provider Class used to authenticate into Quickbooks API. Used by Authentication Provider below.

• Quickbooks API Authentication Provider

  Authentication Provider used to authenticate into Quickbooks API. Uses the apex class above.

• Quickbooks Named Credentials for Sandboxes

  Quickbooks Named Credentials for use with a sanbox Quickbooks instance

• Quickbooks Named Credentials for Production

  Quickbooks Named Credentials for use with a production Quickbooks instance

An Account object is a component of a Chart Of Accounts, and is part of a ledger. It is used to record a total monetary amount allocated against a specific use. Accounts are one of five basic types: asset, liability, revenue (income), expenses, or equity. Delete is achieved by setting the Active attribute to false in an object update request; thus, making it inactive. In this type of delete, the record is not permanently deleted, but is hidden for display purposes. References to inactive objects are left intact.

• Quickbooks - Account Create

  Create a new Account

• Quickbooks - Account ReadById

  Get the Account which has accountId as 1

• Quickbooks - Account Update

  Update an account

This page covers the Attachable, Upload, and Download resources used for attachment management. Attachments are supplemental information linked to a transaction or Item object. They can be files, notes, or a combination of both.

• Quickbooks - Attachable Create

  Create an attachable object

• Quickbooks - Attachable ReadById

  Retrieve an attachable object by Id

• Quickbooks - Attachable Update

  Update an attachable object by Id

• Quickbooks - Attachable Delete

  Delete an attachable object by Id

• Quickbooks - Upload Attachments

  Uploading and linking new attachments

The batch operation enables an application to perform multiple operations in a single request. For example, in a single batch request an application can create a customer, update an invoice, and read an account. Compared to multiple requests, a single batch request can improve an application's performance by decreasing network roundtrips and increasing throughput. The individual operations within a batch request are called BatchItemRequest objects.

• Quickbooks - Batch

  Multiple operations using batch query

A Bill object is an AP transaction representing a request-for-payment from a third party for goods/services rendered and/or received.

• Quickbooks - Bill Create

  Create a bill

• Quickbooks - Bill GetById

  Retrieve a bill by Id

• Quickbooks - Bill Update

  Update a bill

• Quickbooks - Bill Delete

  Update a bill

A BillPayment object represents the payment transaction for a bill that the business owner receives from a vendor for goods or services purchased from the vendor. QuickBooks Online supports bill payments through a credit card or a checking account.

• Quickbooks - BillPayment Create

  Create a BillPayment against a pre-created bill

• Quickbooks - BillPayment ReadById

  Retrieve BillPayment by Id

• Quickbooks - BillPayment Delete

  Delete a BillPayment object

• Quickbooks - BillPayment Update

  Update a BillPayment

The change data capture (cdc) operation returns a list of objects that have changed since a specified time. This operation is for an app that periodically polls data services in order to refresh its local copy of object data. The app calls the cdc operation, specifying a comma separated list of object types and a date-time stamp specifying how far to look back. Data services returns all objects specified by entityList that have changed since the specified date-time. Look-back time can be up to 30 days.

• Quickbooks - CDC Read

  Retrive changed Bill and invoice objects since Aug10,2016

Class objects provide a way to track different segments of the business so they're not tied to a particular client or project. For example, you can define classes to break down the income and expenses for each business segment. Classes are available to the entire transaction or to individual detail lines of a transaction.

• Quickbooks - Class Create

  Create a Class object

• Quickbooks - Class ReadById

  Read a Class object by Id

• Quickbooks - Class Update

  Update a Class object by Id

• Quickbooks - Class Delete

  Delete a Class entry

The CompanyInfo object contains basic company information. In QuickBooks, company info and preferences are displayed in the same place under preferences, so it may be confusing to figure out from user interface which fields may belong to this object. But in general, properties such as company addresses or name are considered company information. Some attributes may exist in both CompanyInfo and Preferences objects.

• Quickbooks - CompanyInfo ReadById

  Method : GET

The CreditMemo object is a financial transaction representing a refund or credit of payment or part of a payment for goods or services that have been sold.

• Quickbooks - CreditMemo Create

  Create a credit memo

• Quickbooks - CreditMemo ReadById

  Read a credit memo by Id

• Quickbooks - CreditMemo Update

  Update a credit memo

• Quickbooks - CreditMemo Delete

  Delete a credit memo by Id

A customer is a consumer of the service or product that your business offers. The Customer object allows you to categorize customers according to your business requirements. To create a job, you must first create a customer and then create a job referencing that customer as a parent with the ParentRef attribute.

• Quickbooks - Customer Create

  Create a customer

• Quickbooks - Customer ReadById

  Read a customer entry by Id

• Quickbooks - Customer Update

  Update a customer

• Quickbooks - Customer Delete

  Delete a customer by Id

The Department resource provides a way to track transactions based on physical locations such as stores, sales regions, or countries. As you create sales and expense transactions, consistently designate the department to which they belong.

• Quickbooks - Department Create

  Create a department object

• Quickbooks - Department Update

  Update a department object

• Quickbooks - Department ReadById

  Read a department object

• Quickbooks - Department Delete

  Delete a department object

A deposit object is a transaction that records one or more deposits of the following types: A customer payment, originally held in the Undeposited Funds account, into the Asset Account specified by the Deposit.DepositToAccountRef attribute. The Deposit.line.LinkedTxn element is used in this case to hold deposit information.A new, direct deposit specified by Deposit.Line.DepositLineDetail line detail.

• Quickbooks - Deposit Create

  Create a deposit object

• Quickbooks - Deposit ReadById

  Read a deposit object by Id

• Quickbooks - Deposit Update

  Update a deposit object

• Quickbooks - Deposit Delete

  Delete a deposit object by Id

An Employee object represents a person working for the company.

• Quickbooks - Employee Create

  Create an employee object

• Quickbooks - Employee ReadById

  Retrive an employee object by ID

• Quickbooks - Employee Update

  Update an employee object

• Quickbooks - Employee Delete

  Delete an employee object

Estimate represents a proposal for a financial transaction from a business to a customer for goods or services proposed to be sold, including proposed pricing.

• Quickbooks - Estimate Create

  Create an Estimate object

• Quickbooks - Estimate Update

  Update an Estimate object

• Quickbooks - Estimate ReadById

  Read an Estimate object by Id

• Quickbooks - Estimate Delete

  Delete an Estimate object by Id

Applicable only for those companies that enable multicurrency, the exchangerate resource provides the ability to query and set exchange rates available to the QuickBooks Online company. This entity works in combination with the companycurrency entity and the Currency Center in the QuickBooks Online UI to manage exchange rates for the company.

• Quickbooks - ExchangeRate GetDetails

  Get ExchangeRate

An Invoice represents a sales form where the customer pays for a product or service later.

• Quickbooks - Invoice Create

  Create an invoice object

• Quickbooks - Invoice ReadById

  Read an invoice object by Id

• Quickbooks - Invoice Update

  Update an invoice object

• Quickbooks - Invoice Delete

  Delete an invoice object by Id

• Quickbooks - Invoice Void

  Void an invoice object by Id

An item is a thing that your company buys, sells, or re-sells, such as products and services. An item is shown as a line on an invoice or other sales form.

• Quickbooks - Item Create

  Create an item object

• Quickbooks - Item ReadById

  Read an Item by Id

• Quickbooks - Item Update

  Update an item object

• Quickbooks - Item Delete

  Delete an item object

JournalEntry is a transaction in which: There are at least one pair of lines, a debit and a credit, called distribution lines. Each distribution line has an account from the Chart of Accounts. Query the Account resource for a listing of the Chart of Accounts. The total of the debit column equals the total of the credit column. When you record a transaction with a JournalEntry object, the QuickBooks Online UI labels the transaction as JRNL in the register and as General Journal on reports that list transactions.

• Quickbooks - JournalEntry Create

  Create an journalentry object

• Quickbooks - JournalEntry ReadById

  Read an journalentry object by Id

• Quickbooks - JournalEntry Update

  Update an journalentry object

• Quickbooks - JournalEntry Delete

  Delete an journalentry object

A Payment object records a payment in QuickBooks. The payment can be applied for a particular customer against multiple Invoices and Credit Memos. It can also be created without any Invoice or Credit Memo, by just specifying an amount.

• Quickbooks - Payment Create

  Create an payment object

• Quickbooks - Payment ReadByID

  Read a payment object by Id

• Quickbooks - Payment Update

  Update an payment object

• Quickbooks - Payment Delete

  Delete a payment object

The PaymentMethod resource provides the method of payment for received goods.

• Quickbooks - PaymentMethod Create

  Create a payment method

• Quickbooks - PaymentMethod ReadById

  Read a payment method

• Quickbooks - PaymentMethod Update

  Update a payment method

• Quickbooks - PaymentMethod Delete

  Delete a payment method

The Preferences resource represents a set of company preferences that control application behavior in QuickBooks Online. They are mostly exposed as read-only through the Preferences endpoint with only a very small subset of them available as writable. Preferences are not necessarily honored when making requests via the QuickBooks API because a lot of them control UI behavior in the application and may not be applicable for apps.

• Quickbooks - Preference Read

  Read the preference object

• Quickbooks - Preference Update

  Update the preference object endpoint

A Purchase object represents an expense, such as a purchase made from a vendor. There are three types of purchases: Cash, Check, and Credit Card.

• Quickbooks - Purchase Create

  Create a puchase object

• Quickbooks - Purchase Update

  Create a puchase object

• Quickbooks - Purchase ReadById

  Read a puchase object by Id

• Quickbooks - Purchase Delete

  Delete a puchase object

The PurchaseOrder object is a non-posting transaction representing a request to purchase goods or services from a third party.

• Quickbooks - PurchaseOrder Create

  Create a puchase-order object

• Quickbooks - PurchaseOrder Update

  Update a puchase-order object

• Quickbooks - PurchaseOrder ReadById

  Read a puchase-order object

• Quickbooks - PurchaseOrder Delete

  Delete a puchaseorder object

A RefundReceipt object represents a refund to the customer for a product or service that was provided.

• Quickbooks - RefundReceipt Create

  Create a refund-receipt object

• Quickbooks - RefundReceipt Update

  Update a refund-receipt object

• Quickbooks - RefundReceipt Delete

  Delete a refund-receipt object by Id

• Quickbooks - RefundReceipt ReadById

  Read a refund-receipt object

• Quickbooks - Report AccountList

  Report - Account list detail

• Quickbooks - Report AgedPayableDetail

  Report - AgedPayable aging detail

• Quickbooks - Report AgedPayables

  Report - AgedPayable aging summary

• Quickbooks - Report AgedReceivableDetail

  Report - AgedReceivableDetail aging detail

• Quickbooks - Report AgedReceivables

  Report - AgedReceivable aging summary

• Quickbooks - Report BalanceSheet

  Report - BalanceSheet

• Quickbooks - Report CashFlow

  Report - CashFlow

• Quickbooks - Report CashSales

  Report - CashSales

• Quickbooks - Report CustomerBalance

  Report - CustomerBalance

• Quickbooks - Report CustomerBalanceDetail

  Report - CustomerBalance Detail

• Quickbooks - Report CustomerIncome

  Report - Customer Income

• Quickbooks - Report CustomerSales

  Report - Customer Sales

• Quickbooks - Report DepartmentSales

  Report - Department Sales

• Quickbooks - Report GeneralLedger

  Report - General Ledger

• Quickbooks - Report InventoryValuationSummary

  Report - Inventory Valuation Summary

• Quickbooks - Report ItemSales

  Report - Item Sales

• Quickbooks - Report ProfitAndLoss

  Report - Profit and Loss

• Quickbooks - Report ProfitAndLossDetail

  Report - Profit and Loss Detail

• Quickbooks - Report TrialBalance

  Report - Trial Balance

• Quickbooks - Report TransactionList

  Report - Trial List

• Quickbooks - Report VendorBalance

  Report - Vendor Balance

• Quickbooks - Report VendorBalanceDetail

  Report - Vendor Balance Detail

• Quickbooks - Report VendorExpense

  Report - Vendor Expense

A SalesReceipt object represents the sales receipt that is given to a customer. A sales receipt is similar to an invoice. However, for a sales receipt, payment is received as part of the sale of goods and services. The sales receipt specifies a deposit account where the customer's payment is deposited. If the deposit account is not specified, the Undeposited Account is used.

• Quickbooks - SalesReceipt Create

  Create an salesreceipt object

• Quickbooks - SalesReceipt ReadByID

  Create an salesreceipt object

• Quickbooks - SalesReceipt Update

  Update a salesreceipt object

• Quickbooks - SalesReceipt Delete

  Delete a salesreceipt object

• Quickbooks - SalesReceipt Void

  Void a salesreceipt object

A TaxAgency object is associated with a tax rate and identifies the agency to which that tax rate applies, that is, the entity that collects those taxes.

• Quickbooks - TaxAgency Create

  Create a tax-agency object

• Quickbooks - TaxAgency ReadByID

  Get a tax-agency object by ID

A TaxCode object is used to track the taxable or non-taxable status of products, services, and customers. You can assign a sales tax code to each of your products, services, and customers based on their taxable or non-taxable status. You can then use these codes to generate reports that provide information to the tax agencies about the taxable or non-taxable status of certain sales.

• Quickbooks - TaxCode ReadById

  Read a taxcode by Id

A TaxRate object represents rate applied to calculate tax liability. Use the TaxService entity to create a taxrate. See Global tax model for more information about using TaxRate objects and the tax model in general.

• Quickbooks - TaxRate ReadById

  Read a taxRate by Id

The TaxService resource allows you to perform the following actions: Create a new TaxCode object and specify a list of existing tax rates to be associated to that tax code. To retrieve a list of existing TaxCode objects, query the TaxCode resource. Create a new TaxRate object, dynamically. To retrieve a list of existing tax rates, query the TaxRate resource.

• Quickbooks - TaxService Create

  Use TaxService to create taxcode and corresponding taxrates

A Term object represents the terms under which a sale is made, typically expressed in the form of days due after the goods are received. Optionally, a discount of the total amount may be applied if payment is made within a stipulated time. For example, net 30 indicates that payment is due within 30 days. A term of 2%/15 net 60 indicates that payment is due within 60 days, with a discount of 2% if payment is made within 15 days.

• Quickbooks - Term Create

  Create a term object

• Quickbooks - Term ReadById

  Read a term object by Id

• Quickbooks - Term Update

  Update a term object

• Quickbooks - Term Delete

  Update a term object

The TimeActivity object represents a record of time worked by a vendor or employee.

• Quickbooks - TimeActivity Create

  Create a term object

• Quickbooks - TimeActivity Update

  Update a term object

• Quickbooks - TimeActivity ReadById

  Read a term object by Id

• Quickbooks - TimeActivity Delete

  Delete a time-activity object by Id

A Transfer represents a transaction where funds are moved between two accounts from the company's QuickBooks chart of accounts.

• Quickbooks - Transfer Create

  Create a transfer object

• Quickbooks - Transfer ReadById

  Read a transfer object by Id

• Quickbooks - Transfer Update

  Update a transfer object

• Quickbooks - Transfer Delete

  Delete a transfer object

The Vendor object represents the seller from whom your company purchases any service or product.

• Quickbooks - Vendor Create

  Create a vendor object

• Quickbooks - Vendor Update

  Update a vendor object

• Quickbooks - Vendor ReadById

  Read a vendor object by Id

• Quickbooks - Vendor Delete

  Delete a vendor object

The VendorCredit object is an accounts payable transaction that represents a refund or credit of payment for goods or services. It is a credit that a vendor owes you for various reasons such as overpaid bill, returned merchandise, or other reasons.

• Quickbooks - VendorCredit Create

  Create a vendorcredit object

• Quickbooks - VendorCredit Update

  Update a vendorcredit object

• Quickbooks - VendorCredit ReadById

  Read a vendorcredit object by Id

• Quickbooks - VendorCredit Delete

  Delete a vendorcredit object by Id