QuickBooks

The QuickBooks modules enable you to monitor new events, or create, update, retrieve and delete invoices, bills, sales receipts, estimates, journal entries, payments, deposits, credit memos, purchase orders, customers, items, vendors, files, accounts, purchases, time activities, and refund receipts in your QuickBooks account.

Getting Started with QuickBooks

Prerequisites

  • A QuickBooks account

In order to use QuickBooks with Make, it is necessary to have a QuickBooks account. If you do not have one, you can create a QuickBooks account at QuickBooks.

Caution

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting QuickBooks to Make

To connect your QuickBooks account to Make follow the general instructions for Connecting to services.

After you click the Continue button, Make will redirect you to the QuickBooks website where you will be prompted to grant Make access to your account.

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Confirm the dialog by clicking the Connect button.

Note

Fields in the QuickBook modules are country-specific. Therefore they are dynamically loaded according to your account location (country).

Caution

The descriptions of fields in this article correspond to a US account.

Invoice

Creates a new invoice for the customer.

Connection

Establish a connection to your QuickBooks account.

Customer

Select the customer you want to create an invoice for.

Lines

Enter at least one line item.

Amount

Enter the amount of the line item.

Description

Enter the text description of the line item that appears in the printed record. Max 4000 characters.

Quantity

Enter the number of line items.

Unit Price

Enter the unit price of the item. Can be used to specify discount or tax rate.

If used for a discount or tax rate, express the percentage as a fraction. For example, specif 0.4 for 40% tax.

Item

Select the item or enter the item ID.

Service Date

Enter the data in the YYYY-MM-DD format (for the local timezone) when the service is performed.

Tax Code

Select the tax code for the item.

Class

Select the reference to the class for the line item.

Tax code

Select the reference to the transaction tax code.

Total tax

Total tax calculated for the transaction, excluding any tax lines manually inserted into the transaction line list.

Department

Specify the location of the transaction.

Class

Select the class for the line item.

Sales term

Select the sales term associated with the transaction.

Deposit to Account

Select the account to which money is deposited.

Bill Email

Enter the carbon copy e-mail address where the invoice is sent.

Shipping method

Enter the shipping method associated with the transaction.

Doc number

To auto generate new number please see the New invoice number part of this article.

Transaction source

Private Note

Enter the private note about the transaction. This note will not appear on the transaction records by default.

Customer memo

Enter the message to the customer that appears in the invoice, and does appear in the printed invoice. The maximum length for the message is 1000 characters.

Due Date

Enter the date when the invoice is to be paid, not including any early-payment discount incentives, or late payment penalties. If the date is not supplied, the date specified in the Sales term is used. Please use the following date and time formats: Local timezone: YYYY-MM-DDUTC: YYYY-MM-DDSpecific time zone: YYYY-MM-DD+/-HH:MM

Transaction date

Enter the date when this transaction occurred. Often, it is the date when the transaction is created in the system. For "posting" transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used.

Ship date

Enter the date for delivery of goods or services. Please use the following date and time formats: Local timezone: YYYY-MM-DDUTC: YYYY-MM-DDSpecific time zone: YYYY-MM-DD+/-HH:MM

Tracking num

Enter the shipping provider's tracking number for the delivery of the goods associated with the transaction.

Custom field

Enter the value for the custom fields.

Shipping Address

Enter the shipping address details.

Identifies the address where the goods must be shipped. If Shipping Address is not specified, and a default ship-to address is specified in QuickBooks for this customer, the default ship-to address will be used by QuickBooks.

For international addresses - countries should be passed as 3 ISO alpha-3 characters or the full name of the country.

Billing Address

Enter the physical (postal) address details where the invoice is sent.

Discount

Specify the discount for the entire transaction. This is in contrast to a discount applied to a specific line. Select the way for how to apply the discount:

Amount

Enter the total amount of the discount.

Percent

Enter the percentage discount. For example, enter 0.2 to apply 20% discount.

Allow online ACH payment

Enable this option to allow ACH (Automated Clearing House) payment. If enabled the invoice can be paid with online bank transfers. If disabled, the online bank transfers are not allowed.

Allow online credit card payment

Enable this option to allow the customer to use eInvoicing(online payment -credit card) to pay the Invoice.

Currency

Define the currency in which all amounts on the associated transaction are expressed. This must be defined if multicurrency is enabled for the company.

Use the three letter string representing the ISO 4217 code for the currency. For example, USD, AUD, EUR, and so on.

Exchange Rate

Enter the currency exchange rate. Valid only if the company file is set up to use Multi-Currency feature. Exchange rates are always recorded as the number of home currency units it takes to equal one foreign currency unit.

The foreign unit is always 1 and the amount of home units that equal that 1 foreign unit is what QuickBooks uses as the exchange rate.

Apply tax after discount

If the No or Not defined option is selected, the sales tax is calculated first, and then the discount is applied. If the Yes option is selected, subtract the discount first and then calculate the sales tax.

Updates an existing invoice.

Connection

Establish a connection to your QuickBooks account.

Invoice ID

Enter (map) the ID of the invoice you want to update.

Please find the descriptions of the fields in the Create an Invoice section above.

Caution

Fields that are left empty will be omitted (not updated).

Deletes an existing invoice.

Caution

You must unlink any linked transactions associated with the invoice object before deleting it.

Connection

Establish a connection to your QuickBooks account.

Invoice ID

Enter (map) the ID of the invoice you want to delete.

Retrieves invoice details.

Connection

Establish a connection to your QuickBooks account.

Invoice ID

Enter (map) the ID of the invoice you want to retrieve details about.

Performs a search for invoice based on the filter settings or a specified search query.

Caution

Diacritics are not supported.

Please use the ascii() function to remove the diacritics, if needed.

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Connection

Establish a connection to your QuickBooks account.

Search by

Select whether to search by:

  • field

  • user-defined query

Filter

Select the invoice field, operator and desired value you want to search invoices by.

Query

Specify your search query. The syntax is similar to SQL. For example:

SELECT * FROM Customer WHERE Id = '123456'                        

Please see the Data queries documentation for more details.

Do not enter the maxresults directive. Make will add it automatically for you.

Limit

Set the maximum number of results Make will return during one execution cycle. Search by field option only.

Downloads an invoice in the PDF file.

Connection

Establish a connection to your QuickBooks account.

Invoice ID

Enter (map) the ID of the invoice you want to download.

Sends an invoice to the specified email address.

Connection

Establish a connection to your QuickBooks account.

Invoice ID

Enter (map) the ID of the invoice you want to send.

Send to

Enter the email you want send the invoice to.

Bill

Creates a new bill.

Connection

Establish a connection to your QuickBooks account.

Vendor

Select the vendor for this transaction.

Lines

Enter at least one line item.

Amount

Enter the amount of the line item.

Description

Enter the text description of the line item that appears in the printed record. Max 4000 characters.

Type

Select the type of the expense line:

  • Item based expense line

  • Account based expense line

Item/Account

Select the item or account you want to specify the line for.

Tax code

Select the tax code for the item/account.

Class

Select the class associated with the expense.

Customer

Select the customer associated with the expense.

Quantity

Enter the number of items.

Unit Price

Enter the unit price of the item. Can be used to specify discount or tax rate.

If used for a discount or tax rate, express the percentage as a fraction. For example, specif 0.4 for 40% tax.

Item

Select the item or enter the item ID.

Service Date

Enter the data in the YYYY-MM-DD format (for the local timezone) when the service is performed.

Billable status

Select the billable status of the expense.

AP Account ID

Specify which AP account the bill will be credited to. Many/most small businesses have a single AP account, so the account is implied. When specified, the account must be a Liability account, and further, the sub-type must be of type "Payables".

Transaction Date

The date entered by the user when this transaction occurred. Often, it is the date when the transaction is created in the system. For "posting" transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used.

Due date

The nominal date by which the bill must be paid, not including any early-payment discount incentives, or late payment penalties. Please use the following date and time formats: Local timezone: YYYY-MM-DDUTC: YYYY-MM-DDSpecific time zone: YYYY-MM-DD+/-HH:MM

Doc number

Enter number for the transaction (document number). If Doc Number is not provided, and the Custom Transaction Number is set to "Off", QuickBooks assigns a document number using the next-in-sequence algorithm for Sales transactions. Otherwise the value will remaining null. To auto generate new number please see the New invoice number part of this article.

Currency

Define the currency in which all amounts on the associated transaction are expressed. This must be defined if multi-currency is enabled for the company.

Use the three letter string representing the ISO 4217 code for the currency. For example, USD, AUD, EUR, and so on.

Exchange rate

Enter the currency exchange rate. Valid only if the company file is set up to use Multi-Currency feature. Exchange rates are always recorded as the number of home currency units it takes to equal one foreign currency unit. The foreign unit is always 1 and the amount of home units that equal that 1 foreign unit is what QuickBooks uses as the exchange rate.

Sales term

Select the sales term associated with the transaction.

Department

Select the location of the transaction, as defined using location tracking in QuickBooks.

Private Note

Enter the private note about the transaction. This note will not appear on the transaction records by default.

Updates an existing invoice.

Connection

Establish a connection to your QuickBooks account.

Bill ID

Enter (map) the ID of the bill you want to update.

Please find the descriptions of the fields in the Create a Bill section above.

Note

Fields that are left empty will be omitted (not updated).

Deletes an existing bill.

You must unlink any linked transactions associated with the bill object before deleting it.

Connection

Establish a connection to your QuickBooks account.

Invoice ID

Enter (map) the ID of the bill you want to delete.

Retrieves bill details.

Connection

Establish a connection to your QuickBooks account.

Invoice ID

Enter (map) the ID of the bill you want to retrieve details about.

Performs a search for a bill based on the filter settings or a specified search query.

Connection

Establish a connection to your QuickBooks account.

Search by

Select whether to search by:

  • field

  • user-defined query

Filter

Select the bill field, operator and desired value you want to search bills by.

Query

Specify your search query. The syntax is similar to SQL. For example:

SELECT * FROM Customer WHERE Id = '123456'

Please see the Data queries documentation for more details.

Do not enter the maxresults directive. Make will add it automatically for you.

Limit

Set the maximum number of results Make will return during one execution cycle. For Search by fieldoption only.

Sales Receipt

Creates a sales receipt.

Connection

Establish a connection to your QuickBooks account.

Customer

Select the customer for this transaction.

Lines

Enter at least one line item.

Amount

Enter the amount of the line item.

Quantity

Enter the number of items for the line.

Unit Price

Enter the unit price of the item. Can be used to specify discount or tax rate.

If used for a discount or tax rate, express the percentage as a fraction. For example, specif 0.4 for 40% tax.

Item

Select the purchased line item. Required.

Description

Enter the text description of the line item that appears in the printed record. Max 4000 characters.

Tax code

Select the tax code for the item/account.

Payment method

Select the type of payment.

Account

Select the asset account where the payment money is deposited. If you do not specify this account, QuickBooks uses the Undeposited Funds account.

Doc Number

Enter number for the transaction (document number). If Doc Number is not provided, and the Custom Transaction Number is set to "Off", QuickBooks assigns a document number using the next-in-sequence algorithm for Sales transactions. Otherwise the value will remaining null. To auto generate new number please see the New invoice number part of this article.

Private Note

Enter the private note about the transaction. This note will not appear on the transaction records by default.

Ship method

Enter the ship method associated with the transaction.

Customer memo

User-entered message to the customer; this message is visible to end user on their transactions. Max 1000 characters.

Transaction date

The date entered by the user when this transaction occurred. Often, it is the date when the transaction is created in the system. For "posting" transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used. Please use the following date and time formats: Local timezone: YYYY-MM-DDUTC: YYYY-MM-DDSpecific time zone: YYYY-MM-DD+/-HH:MM

Payment reference num

Enter the reference number for the payment received (I.e. Check # for a check, envelope # for a cash donation, CreditCardTransactionID for a credit card payment)

Currency

Define the currency in which all amounts on the associated transaction are expressed. This must be defined if multi-currency is enabled for the company.

Use the three letter string representing the ISO 4217 code for the currency. For example, USD, AUD, EUR, and so on.

Exchange rate

Enter the currency exchange rate. Valid only if the company file is set up to use Multi-Currency feature. Exchange rates are always recorded as the number of home currency units it takes to equal one foreign currency unit.

The foreign unit is always 1 and the amount of home units that equal that 1 foreign unit is what QuickBooks uses as the exchange rate.

Custom fields

Enter the values for the custom fields.

Shipping date

Enter the date for delivery of goods or services.

Shipping method

Tracking number

Enter the shipping provider's tracking number for the delivery of the goods associated with the transaction.

Apply Tax After Discount

If the No or Not defined option is selected, the sales tax is calculated first, and then the discount is applied. If the Yes option is selected, subtract the discount first and then calculate the sales tax.

Updates an existing sales receipt.

Connection

Establish a connection to your QuickBooks account.

Sales Receipt ID

Enter (map) the ID of the sales receipt you want to update.

Please find the descriptions of the fields in the Create a Sales Receipt section above.

Retrieves sales receipt details.

Connection

Establish a connection to your QuickBooks account.

Sales Receipt ID

Enter (map) the ID of the sales receipt you want to retrieve details about.

Performs a search for a sales receipts based on the filter settings or a specified search query.

Connection

Establish a connection to your QuickBooks account.

Search by

Select whether to search by:

  • field

  • user-defined query

Filter

Select the sales receipt field, operator and desired value you want to search sales receipts by.

Query

Specify your search query. The syntax is similar to SQL. For example:

SELECT * FROM Customer WHERE Id = '123456'

Please see the Data queries documentation for more details.

Caution

Do not enter the maxresults directive. Make will add it automatically for you.

Limit

Set the maximum number of results Make will return during one execution cycle. For Search by fieldoption only.

Downloads a sales receipt in the PDF file.

Connection

Establish a connection to your QuickBooks account.

Invoice ID

Enter (map) the ID of the sales receipt you want to download.

Sends an sales receipt to the specified email address.

Connection

Establish a connection to your QuickBooks account.

Invoice ID

Enter (map) the ID of the sales receipt you want to send.

Send to

Enter the email you want send the sales receipt to.

Estimate

Creates a new estimate.

GlobalTax model if the model inclusive of tax, exclusive of taxes or not applicable

Connection

Establish a connection to your QuickBooks account.

Customer

Select the customer you want to create an estimate for.

Lines

Enter at least one line item.

Amount

Enter the amount of the line item.

Description

Enter the text description of the line item that appears in the printed record. Max 4000 characters.

Quantity

Enter the number of line items.

Unit Price

Enter the unit price of the item. Can be used to specify discount or tax rate.

If used for a discount or tax rate, express the percentage as a fraction. For example, specif 0.4 for 40% tax.

Item

Select the item or enter the item ID.

Service Date

Enter the data in the YYYY-MM-DD format (for the local timezone) when the service is performed.

Tax Code

Select the tax code for the item.

Class

Select the reference to the class for the line item.

Doc number

To auto generate new number please see the New invoice number part of this article.

Private Note

Enter the private note about the transaction. This note will not appear on the transaction records by default.

Customer Memo

Enter the message to the customer that appears in the estimate. This message is visible to end user on their transactions. The maximum length for the message is 1000 characters.

Tax code

Select the reference to the transaction tax code.

Total tax

Total tax calculated for the transaction, excluding any tax lines manually inserted into the transaction line list.

Department

Specify the location of the transaction.

Class

Select the class for the line item.

Sales term

Select the sales term associated with the transaction.

Deposit to Account

Select the account to which money is deposited.

Bill Email

Enter the e-mail address where the estimate is sent. Max 100 characters.

Shipping method

Enter the shipping method associated with the transaction.

Due Date

Enter the date when the invoice is to be paid, not including any early-payment discount incentives, or late payment penalties. If the date is not supplied, the date specified in the Sales term is used. Please use the following date and time formats: Local timezone: YYYY-MM-DDUTC: YYYY-MM-DDSpecific time zone: YYYY-MM-DD+/-HH:MM

Ship date

Enter the date for delivery of goods or services. Please use the following date and time formats: Local timezone: YYYY-MM-DDUTC: YYYY-MM-DDSpecific time zone: YYYY-MM-DD+/-HH:MM

Shipping Address

Enter the shipping address details.

Identifies the address where the goods must be shipped. If Shipping Address is not specified, and a default ship-to address is specified in QuickBooks for this customer, the default ship-to address will be used by QuickBooks.

For international addresses - countries should be passed as 3 ISO alpha-3 characters or the full name of the country.

Billing Address

Enter the physical (postal) address details where the estimate is sent.

Transaction date

Enter the date when this transaction occurred. Often, it is the date when the transaction is created in the system. For "posting" transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used.

Expiration date

Enter the date by which estimate must be accepted before invalidation.

Transaction status

Select the status of the transaction.

Currency

Define the currency in which all amounts on the associated transaction are expressed. This must be defined if multicurrency is enabled for the company.

Use the three letter string representing the ISO 4217 code for the currency. For example, USD, AUD, EUR, and so on.

Exchange rate

Enter the currency exchange rate. Valid only if the company file is set up to use Multi-Currency feature. Exchange rates are always recorded as the number of home currency units it takes to equal one foreign currency unit. The foreign unit is always 1 and the amount of home units that equal that 1 foreign unit is what QuickBooks uses as the exchange rate.

Accepted by

Enter the name of the customer who accepted the estimate.

Accepted date

Enter the date the estimate was accepted. Please use the following date and time formats: Local timezone: YYYY-MM-DDUTC: YYYY-MM-DDSpecific time zone: YYYY-MM-DD+/-HH:MM

Custom fields

Enter the values for the custom fields.

Apply tax after discount

If the No or Not defined option is selected, the sales tax is calculated first, and then the discount is applied. If the Yes option is selected, subtract the discount first and then calculate the sales tax.

Updates an existing estimate.

Connection

Establish a connection to your QuickBooks account.

Estimate ID

Enter (map) the ID of the estimate you want to update.

Please find the descriptions of the fields in the Create an Estimate section above.

Deletes an estimate.

Connection

Establish a connection to your QuickBooks account.

Estimate ID

Enter (map) the ID of the estimate you want to delete.

Downloads an estimate in the PDF file.

Connection

Establish a connection to your QuickBooks account.

Estimate ID

Enter (map) the ID of the invoice you want to download.

Sends an estimate to the specified email address.

Connection

Establish a connection to your QuickBooks account.

Estimate ID

Enter (map) the ID of the estimate you want to send.

Send to

Enter the email you want send the estimate to.

Retrieves estimate details.

Connection

Establish a connection to your QuickBooks account.

Estimate ID

Enter (map) the ID of the estimate you want to retrieve details about.

Performs a search for estimate based on the filter settings or a specified search query.

Connection

Establish a connection to your QuickBooks account.

Search by

Select whether to search by:

  • field

  • user-defined query

Filter

Select the estimate field, operator and desired value you want to search estimates by.

Query

Specify your search query. The syntax is similar to SQL. For example:

SELECT * FROM Customer WHERE Id = '123456'

Please see the Data queries documentation for more details.

Do not enter the maxresults directive. Make will add it automatically for you.

Limit

Set the maximum number of results Make will return during one execution cycle. For Search by fieldoption only.

Journal Entry

Creates a journal entry.

Connection

Establish a connection to your QuickBooks account.

Lines

Enter at least two items.

Amount

Enter the amount of the line item.

Description

Enter the text description of the line item that appears in the printed record. Max 4000 characters.

Posting Type

Select whether this Journal Entry line is a debit or credit.

Entity

Select the vendor, employee, or customer.

Account

Enter the reference to the account associated with this line.

Class

Select the reference to the class for the line item.

Department

Select the location of the transaction, as defined using location tracking in QuickBooks

Select the Journal Code

Required for France locales.

Doc number

To auto generate new number please see the New invoice number part of this article.

Transaction date

Enter the date when this transaction occurred. Often, it is the date when the transaction is created in the system. For "posting" transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used.

Private Note

Enter the private note about the transaction. This note will not appear on the transaction records by default.

Transaction tax detail

Tax code

Select the reference to the transaction tax code.

Total tax

Total tax calculated for the transaction, excluding any tax lines manually inserted into the transaction line list.

Currency

Enter the currency in which all amounts on the associated transaction are expressed.

Exchange rate

Enter the currency exchange rate. Valid only if the company file is set up to use Multi-Currency feature. Exchange rates are always recorded as the number of home currency units it takes to equal one foreign currency unit. The foreign unit is always 1 and the amount of home units that equal that 1 foreign unit is what QuickBooks uses as the exchange rate.

Adjustment

Enable this option to indicate that the Journal Entry is after-the-fact entry to make changes to specific accounts.

Updates an existing journal entry.

Connection

Establish a connection to your QuickBooks account.

Journal entry ID

Enter (map) the ID of the journal entry you want to update.

Please find the descriptions of the fields in the Create a Journal Entry section above.

Deletes a journal entry.

Connection

Establish a connection to your QuickBooks account.

Journal entry ID

Enter (map) the ID of the journal entry you want to delete.

Retrieves a journal entry.

Connection

Establish a connection to your QuickBooks account.

Journal entry ID

Enter (map) the ID of the journal entry you want to retrieve details about.

Performs a search for journal entry based on the filter settings or a specified search query.

Connection

Establish a connection to your QuickBooks account.

Search by

Select whether to search by:

  • field

  • user-defined query

Filter

Select the journal entry field, operator and desired value you want to search journal entries by.

Query

Specify your search query. The syntax is similar to SQL. For example:

SELECT * FROM Customer WHERE Id = '123456'

Please see the Data queries documentation for more details.

Do not enter the maxresults directive. Make will add it automatically for you.

Limit

Set the maximum number of results Make will return during one execution cycle. For Search by fieldoption only.

Payment

Creates a payment.

Connection

Establish a connection to your QuickBooks account.

Total amount

Enter the total amount of the entity associated. This includes the total of all the payments from the Payment Details.

Customer

Select the customer.

Lines

Enter at least two items.

Amount

Enter the amount of the line item.

Linked Transactions

Transaction to which the current entity is related.

Transaction ID

Enter the transaction ID of the related transaction.

Transaction Type

Enter the transaction type of the linked object.

Private Note

Enter the private note about the transaction. This note will not appear on the transaction records by default.

Transaction date

Enter the date when this transaction occurred. Often, it is the date when the transaction is created in the system. For "posting" transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used.

Payment ref number

The reference number for the payment received. For example, Check # for a check, envelope # for a cash donation.

Payment method

Select the payment method associated with this transaction.

Account

Optional asset account specification to designate the account the payment money needs to be deposited to.

AR account ID

Enter the AR Account to be used for this Payment.

Currency

Specify the crrency in which all amounts on the associated transaction are expressed. Use the three letter string representing the ISO 4217 code for the currency. For example, USD, AUD, EUR, and so on.

Exchange rate

Enter the currency exchange rate. Valid only if the company file is set up to use Multi-Currency feature. Exchange rates are always recorded as the number of home currency units it takes to equal one foreign currency unit. The foreign unit is always 1 and the amount of home units that equal that 1 foreign unit is what QuickBooks uses as the exchange rate.

Updates an existing payment.

Connection

Establish a connection to your QuickBooks account.

Payment ID

Enter (map) the ID of the payment you want to update.

Please find the descriptions of the fields in the Create a Payment section above.

Deletes a payment.

Connection

Establish a connection to your QuickBooks account.

Payment ID

Enter (map) the ID of the payment you want to delete.

Downloads an payment in the PDF file.

Connection

Establish a connection to your QuickBooks account.

Payment ID

Enter (map) the ID of the payment you want to download.

Sends an payment to the specified email address.

Connection

Establish a connection to your QuickBooks account.

Payment ID

Enter (map) the ID of the payment you want to send.

Send to

Enter the email you want send the payment to.

Retrieves payment details.

Connection

Establish a connection to your QuickBooks account.

Payment ID

Enter (map) the ID of the payment you want to retrieve details about.

Performs a search for payments based on the filter settings or a specified search query.

Connection

Establish a connection to your QuickBooks account.

Search by

Select whether to search by:

  • field

  • user-defined query

Filter

Select the payment field, operator and desired value you want to search payments by.

Query

Specify your search query. The syntax is similar to SQL. For example:

SELECT * FROM Customer WHERE Id = '123456'

Please see the Data queries documentation for more details.

Do not enter the maxresults directive. Make will add it automatically for you.

Limit

Set the maximum number of results Make will return during one execution cycle. For Search by fieldoption only.

Deposit

Creates a deposit

Connection

Establish a connection to your QuickBooks account.

Account

Identifies the Asset Account (bank account) to be used for this Deposit.

Lines

Add individual line items comprising the deposit.

Line Type

Select Linked Transaction to add existing transaction or Deposit to specify new line item.

Amount

Enter the amount of the line item.

Description

Enter the text description of the line item that appears in the printed record. Max 4000 characters.

Account

Select the account where the funds are deposited.

Payment Method

Select the payment method associated with this transaction

Class

Select the tracking class.

Tax Code

Select the Sales/Purchase tax code associated with the Line.

Tax Applicable On

Select whether the tax applicable on the line is sales or purchase. Required if Tax Code is specified.

Transaction Type

Select the type of the payment transaction. For information purposes only.

Entity

Select a customer from which deposit was received.

Private Note

Enter the private note about the transaction. This note will not appear on the transaction records by default.

Currency

Define the currency in which all amounts on the associated transaction are expressed. This must be defined if multi-currency is enabled for the company.

Use the three letter string representing the ISO 4217 code for the currency. For example, USD, AUD, EUR, and so on.

Exchange Rate

Enter the currency exchange rate. Valid only if the company file is set up to use Multi-Currency feature. Exchange rates are always recorded as the number of home currency units it takes to equal one foreign currency unit.

The foreign unit is always 1 and the amount of home units that equal that 1 foreign unit is what QuickBooks uses as the exchange rate.

Department

Select the location of the transaction, as defined using location tracking in QuickBooks Online.

Tax Source

Used internally to specify originating source of a credit card transaction.

Transaction Date

The date entered by the user when this transaction occurred. Often, it is the date when the transaction is created in the system. For "posting" transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used.

Custom Fields

Enter values for the custom fields. Learn more about managing custom fields.

Cash Back

  • Account: The bank account into which the cashback amount is transferred.

  • Amount: Amount of the cash back transaction.

  • Memo: Memo associated with this cash back transaction.

Updates an existing deposit.

Connection

Establish a connection to your QuickBooks account.

Deposit ID

Enter (map) the ID of the payment you want to update.

Please find the descriptions of the fields in the Create a Deposit section above.

Deletes a deposit.

Connection

Establish a connection to your QuickBooks account.

Deposit ID

Enter (map) the ID of the deposit you want to delete.

Retrieves a deposit details.

Connection

Establish a connection to your QuickBooks account.

Deposit ID

Enter (map) the ID of the deposit you want to retrieve details about.

Performs a search for deposits based on the filter settings or a defined search query.

Connection

Establish a connection to your QuickBooks account.

Search by

Select whether to search by:

  • field

  • user-defined query

Filter

Select the deposit field, operator and desired value you want to search deposits by.

Query

Specify your search query. The syntax is similar to SQL. For example:

SELECT * FROM deposits

Please see the Data queries documentation for more details.

Do not enter the maxresults directive. Make will add it automatically for you.

Limit

Set the maximum number of results Make will return during one execution cycle. For Search by fieldoption only.

Credit Memo

Credit Memo is a financial transaction representing a refund or credit of payment or part of a payment for goods or services that have been sold.

Creates a credit memo.

Connection

Establish a connection to your QuickBooks account.

Lines

Enter at least one line item.

Amount

Enter the amount of the line item.

Description

Enter the text description of the line item that appears in the printed record. Max 4000 characters.

Quantity

Enter the number of line items.

Unit Price

Enter the unit price of the item. Can be used to specify discount or tax rate.

If used for a discount or tax rate, express the percentage as a fraction. For example, specif 0.4 for 40% tax.

Item

Select the item or enter the item ID.

Service Date

Enter the data in the YYYY-MM-DD format (for the local timezone) when the service is performed.

Tax Code

Select the tax code for the item.

Class

Select the reference to the class for the line item.

Customer

Select the customer you want to create a credit memo for.

Amount

Enter the amount of the line item.

Description

Enter the text description of the line item that appears in the printed record. Max 4000 characters.

Quantity

Enter the number of line items.

Unit Price

Enter the unit price of the item. Can be used to specify discount or tax rate.

If used for a discount or tax rate, express the percentage as a fraction. For example, specif 0.4 for 40% tax.

Item

Select the item or enter the item ID.

Service Date

Enter the data in the YYYY-MM-DD format (for the local timezone) when the service is performed.

Tax Code

Select the tax code for the item.

Class

Select the reference to the class for the line item.

Tax code

Select the reference to the transaction tax code.

Total tax

Total tax calculated for the transaction, excluding any tax lines manually inserted into the transaction line list.

Department

Specify the location of the transaction.

Class

Select the class for the line item.

Sales term

Select the sales term associated with the transaction.

Deposit to Account

Select the account to which money is deposited.

Bill Email

Enter the carbon copy e-mail address where the invoice is sent.

Shipping method

Enter the shipping method associated with the transaction.

Doc number

To auto generate new number please see the New invoice number part of this article.

Transaction source

Private Note

Enter the private note about the transaction. This note will not appear on the transaction records by default.

Customer memo

Enter the message to the customer that appears in the invoice, and does appear in the printed invoice. The maximum length for the message is 1000 characters.

Due Date

Enter the date when the invoice is to be paid, not including any early-payment discount incentives, or late payment penalties. If the date is not supplied, the date specified in the Sales term is used. Please use the following date and time formats: Local timezone: YYYY-MM-DDUTC: YYYY-MM-DDSpecific time zone: YYYY-MM-DD+/-HH:MM

Transaction date

Enter the date when this transaction occurred. Often, it is the date when the transaction is created in the system. For "posting" transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used.

Ship date

Enter the date for delivery of goods or services. Please use the following date and time formats: Local timezone: YYYY-MM-DDUTC: YYYY-MM-DDSpecific time zone: YYYY-MM-DD+/-HH:MM

Tracking num

Enter the shipping provider's tracking number for the delivery of the goods associated with the transaction.

Custom field

Enter the value for the custom fields.

Shipping Address

Enter the shipping address details.

Identifies the address where the goods must be shipped. If Shipping Address is not specified, and a default ship-to address is specified in QuickBooks for this customer, the default ship-to address will be used by QuickBooks.

For international addresses - countries should be passed as 3 ISO alpha-3 characters or the full name of the country.

Billing Address

Enter the physical (postal) address details where the invoice is sent.

Discount

Specify the discount for the entire transaction. This is in contrast to a discount applied to a specific line. Select the way for how to apply the discount:

Amount: Enter the total amount of the discount.

Percent: Enter the percentage discount. For example, enter 0.2 to apply 20% discount.

Allow online ACH payment

Enable this option to allow ACH (Automated Clearing House) payment. If enabled the invoice can be paid with online bank transfers. If disabled, the online bank transfers are not allowed.

Allow online credit card payment

Enable this option to allow the customer to use eInvoicing(online payment -credit card) to pay the Invoice.

Currency

Define the currency in which all amounts on the associated transaction are expressed. This must be defined if multicurrency is enabled for the company.

Use the three letter string representing the ISO 4217 code for the currency. For example, USD, AUD, EUR, and so on.

Exchange Rate

Enter the currency exchange rate. Valid only if the company file is set up to use Multi-Currency feature. Exchange rates are always recorded as the number of home currency units it takes to equal one foreign currency unit.

The foreign unit is always 1 and the amount of home units that equal that 1 foreign unit is what QuickBooks uses as the exchange rate.

Apply tax after discount

If the No or Not defined option is selected, the sales tax is calculated first, and then the discount is applied. If the Yes option is selected, subtract the discount first and then calculate the sales tax.

Updates an existing credit memo.

Connection

Establish a connection to your QuickBooks account.

Credit Memo ID

Enter (map) the ID of the Credit Memo you want to update.

Please find the descriptions of the fields in the Create a Credit Memo section above.

Deletes a credit memo.

Connection

Establish a connection to your QuickBooks account.

Credit Memo ID

Enter (map) the ID of the credit memo you want to delete.

Retrieves credit memo details.

Connection

Establish a connection to your QuickBooks account.

Credit Memo ID

Enter (map) the ID of the credit memo you want to retrieve details about.

Performs a search for credit memos based on the filter settings or a defined search query.

Connection

Establish a connection to your QuickBooks account.

Search by

Select whether to search by:

  • field

  • user-defined query

Filter

Select the credit memo field, operator and desired value you want to search credit memos by.

Query

Specify your search query. The syntax is similar to SQL. For example:

SELECT * FROM Customer WHERE Id = '123456'

Please see the Data queries documentation for more details.

Do not enter the maxresults directive. Make will add it automatically for you.

Limit

Set the maximum number of results Make will return during one execution cycle. For Search by fieldoption only.

Creates purchase order, the non-posting transaction representing a request to purchase goods or services from a third party.

Enter the private note about the transaction. This note will not appear on the transaction records by default.

Connection

Establish a connection to your QuickBooks account.

AP Account

Specify which AP account the bill will be credited to. Many/most small businesses have a single AP account, so the account is implied. When specified, the account must be a Liability account, and further, the sub-type must be of type "Payables".

Vendor

Select the vendor for this transaction.

Lines

Enter at least one line item.

Amount

Enter the amount of the line item.

Description

Enter the text description of the line item that appears in the printed record. Max 4000 characters.

Type

Select the type of the expense line:

  • Item based expense line

  • Account based expense line

Item/Account

Select the item or account you want to specify the line for.

Tax code

Select the tax code for the item/account.

Class

Select the class associated with the expense.

Customer

Select the customer associated with the expense.

Quantity

Enter the number of items.

Unit Price

Enter the unit price of the item. Can be used to specify discount or tax rate.

If used for a discount or tax rate, express the percentage as a fraction. For example, specif 0.4 for 40% tax.

Item

Select the item or enter the item ID.

Service Date

Enter the data in the YYYY-MM-DD format (for the local timezone) when the service is performed.

Billable status

Select the billable status of the expense.

Doc number

Enter number for the transaction (document number). If Doc Number is not provided, and the Custom Transaction Number is set to "Off", QuickBooks assigns a document number using the next-in-sequence algorithm for Sales transactions. Otherwise the value will remaining null.

The maximum length for Doc Number is 21 characters. The default value is an empty String. Filter support not provided for Payment.

To auto generate new number please see the New invoice number part of this article.

Transaction Date

The date entered by the user when this transaction occurred. Often, it is the date when the transaction is created in the system. For "posting" transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used

Class

Select the class associated with the expense.

Sales term

Select the sales term associated with the transaction.

Memo

Enter the memo to be visible to Payee.

Private Note

Enter the private note about the transaction. This note will not appear on the transaction records by default.

Due date

The nominal date by which the bill must be paid, not including any early-payment discount incentives, or late payment penalties. Please use the following date and time formats: Local timezone: YYYY-MM-DDUTC: YYYY-MM-DDSpecific time zone: YYYY-MM-DD+/-HH:MM

Shipping Address

Address to which the vendor shipped or will ship any goods associated with the purchase

Vendor Address

Enter the address to which the payment should be sent.

Transaction tax details

Details of taxes charged on the transaction as a whole. For US versions of QuickBooks, tax rates used in the detail section must not be used in any tax line appearing in the main transaction body. For international versions of QuickBooks, the TxnTaxDetail should provide the details of all taxes (sales or purchase) calculated for the transaction based on the tax codes referenced by the transaction. This can be calculated by QuickBooks business logic or you may supply it when adding a transaction. For US versions of QuickBooks you need only supply the tax code for the customer and the tax code (in the case of multiple rates) or tax rate (for a single rate) to apply for the transaction as a whole.

Tax code

Select the tax code for the purchase.

Shipping Method

Enter the shipping method.

Currency

Define the currency in which all amounts on the associated transaction are expressed. This must be defined if multi-currency is enabled for the company.

Use the three letter string representing the ISO 4217 code for the currency. For example, USD, AUD, EUR, and so on.

Exchange rate

Enter the currency exchange rate. Valid only if the company file is set up to use Multi-Currency feature. Exchange rates are always recorded as the number of home currency units it takes to equal one foreign currency unit. The foreign unit is always 1 and the amount of home units that equal that 1 foreign unit is what QuickBooks uses as the exchange rate.

Updates an existing purchase order.

Connection

Establish a connection to your QuickBooks account.

Purchase Order ID

Enter (map) the ID of the purchase you want to update.

Please find the descriptions of the fields in the Create a Purchase Order section above.

Deletes a purchase order

Connection

Establish a connection to your QuickBooks account.

Purchase Order ID

Enter (map) the ID of the purchase order you want to delete.

Retrieves purchase order details.

Connection

Establish a connection to your QuickBooks account.

Purchase Order ID

Enter (map) the ID of the purchase order you want to retrieve details about.

Performs a search for purchase orders based on the filter settings or a defined search query.

Connection

Establish a connection to your QuickBooks account.

Search by

Select whether to search by:

  • field

  • user-defined query

Filter

Select the purchase order field, operator and desired value you want to search purchase orders by.

Query

Specify your search query. The syntax is similar to SQL. For example:

SELECT * FROM Customer WHERE Id = '123456'

Please see the Data queries documentation for more details.

Do not enter the maxresults directive. Make will add it automatically for you.

Limit

Set the maximum number of results Make will return during one execution cycle. For Search by fieldoption only.

Creates a new customer.

Connection

Establish a connection to your QuickBooks account.

Display Name

Enter the unique name of the person or organization as displayed. If not supplied, the system generates Display name by concatenating customer name components supplied in the request from the following list: Title, Given name, Middle name, Family name, and Suffix.

Given name

Enter the given name or first name of a person. Max. length: 25 characters.

Middle name

Enter the middle name of the person. The person can have zero or more middle names. Max. length: 15 characters.

Family name

Enter the family name or the last name of the person. Max. length: 15 characters.

Title

Enter the title of the person. The person can have zero or more titles.

Suffix

Suffix appended to the name of a person. For example, Senior, Junior, etc.

Company name

Enter the name of the company associated with the person or organization.

Email

Enter the customer's email address.

Billing Address

Enter the default physical billing address.

Shipping Address

Enter the default physical shipping address.

Updates a customer.

Connection

Establish a connection to your QuickBooks account.

Customer ID

Enter (map) the ID of the customer you want to update.

Please find the descriptions of the fields in the Create a Customer section above.

Retrieves customer details.

Connection

Establish a connection to your QuickBooks account.

Customer ID

Enter (map) the ID of the customer you want to retrieve details about.

Performs a search for customers based on the filter settings or a defined search query.

Connection

Establish a connection to your QuickBooks account.

Search by

Select whether to search by:

  • field

  • user-defined query

Filter

Select the customer field, operator and desired value you want to search customers by.

Query

Specify your search query. The syntax is similar to SQL. For example:

SELECT * FROM Customer WHERE Id = '123456'

Please see the Data queries documentation for more details.

Do not enter the maxresults directive. Make will add it automatically for you.

Limit

Set the maximum number of results Make will return during one execution cycle. For Search by fieldoption only.

Item

Creates a new item.

Connection

Establish a connection to your QuickBooks account.

Name

Enter the user-recognizable name for the Item. Max. length: 15 characters.

Type

Select classification that specifies the use of this item.

  • Service: Used for non-tangible goods the company sells and buys that are not tracked as inventory. For example, specialized labor, consulting hours, and professional fees.

  • Inventory: Used for goods the company sells and buys that are tracked as inventory.

Account

Select the posting account, that is, the account that records the proceeds from the sale of this item.

Quantity on hand

Enter the current quantity of the inventory items available for sale.

Track quantity on hand

Select Yes if there is a quantity on hand to be tracked. Once this option is enabled, it cannot be disabled.

Inventory Start Date

Enter the date of opening balance for the inventory transaction in the following date and time format: Local timezone: YYYY-MM-DDUTC: YYYY-MM-DDSpecific time zone: YYYY-MM-DD+/-HH:MM

Description

Enter the description for the item that describes the details of the service or product. Max. length: 15 characters.

Unit Price

Monetary value of the service or product, as expressed in the home currency.

SKU

Enter the stock keeping unit (SKU) for this Item. This is a company-defined identifier for an item or product used in tracking inventory.

Sub item

If the Yes option is selected, this is a sub item. If No or Not defined, this is a top-level item. Creating inventory hierarchies with traditional inventory items is being phased out in lieu of using categories and sub categories.

Purchase desc

Enter the purchase description for the item.

Purchase cost

Enter the amount paid when buying or ordering the item, as expressed in the home currency.

Sales tax code

Select the sales tax code for the item.

Sales tax included

Enable this option if the sales tax is included in the item amount, and therefore is not calculated for the transaction.

Purchase tax included

Enable this option if the purchase tax is included in the item amount, and therefore is not calculated for the transaction.

Purchase tax code

Select the purchase tax code for the item.

Taxable

Enable this option if the item is subject to tax.

Updates an item.

Connection

Establish a connection to your QuickBooks account.

Item ID

Enter (map) the ID of the item you want to update.

Please find the descriptions of the fields in the Create an Item section above.

Retrieves item details.

Connection

Establish a connection to your QuickBooks account.

Item ID

Enter (map) the ID of the item you want to retrieve details about.

Performs a search for items based on the filter settings or a defined search query.

Connection

Establish a connection to your QuickBooks account.

Search by

Select whether to search by:

  • field

  • user-defined query

Filter

Select the item field, operator and desired value you want to search items by.

Query

Specify your search query. The syntax is similar to SQL. For example:

SELECT * FROM Customer WHERE Id = '123456'

Please see the Data queries documentation for more details.

Do not enter the maxresults directive. Make will add it automatically for you.

Limit

Set the maximum number of results Make will return during one execution cycle. For Search by fieldoption only.

Vendor

Creates a new vendor.

Connection

Establish a connection to your QuickBooks account.

Display Name

The name of the vendor as displayed. Must be unique across all Vendor, Customer, and Employee objects. Cannot be removed with Update a Vendor module.

Title

Enter the title of the person. The person can have zero or more titles.

Given name

Enter the given name or first name of a person. Max. length: 25 characters.

Middle name

Enter the middle name of the person. The person can have zero or more middle names. Max. length: 15 characters.

Family name

Enter the family name or the last name of the person. Max. length: 15 characters.

Suffix

Suffix appended to the name of a person. For example, Senior, Junior, etc.

Email

Enter the primary email address.

Billing Address

Enter the default physical billing address.

Sales term

Select the sales term associated with the transaction.

Fax

Enter the fax number.

Currency

Enter the currency all the business transactions created for or received from that vendor are created in. Once set, it cannot be changed. If specified currency is not currently in the company's currency list, it is added. If not specified, currency for this vendor is the home currency of the company. A three letter string representing the ISO 4217 code for the currency. For example, USD, AUD, EUR, and so on.

Mobile

Mobile phone number.

Primary phone

Primary phone number.

Alternate phone

Alternate phone number.

Active

If enabled, this entity is currently enabled for use by QuickBooks.

Vendor 1099

Enable if the vendor is an independent contractor, someone who is given a 1099-MISC form at the end of the year. The "1099 Vendor" is paid with regular checks, and taxes are not withhold on their behalf.

Bill Rate

Specify this vendor's hourly billing rate.

Web Address

Enter the website address (URI).

Balance

Specifies the open balance amount or the amount unpaid by the vendor. For the create operation, this represents the opening balance for the vendor. When returned in response to the query request it represents the current open balance (unpaid amount) for that vendor.

Company name

Enter the name of the company associated with the person or organization.

Tax Identifier

Enter the Tax ID of the Person or Organization.

Account Number

Enter the name or number of the account associated with this vendor. Max. 15 characters.

Print on check name

Enter the name of the person or organization as printed on a check. If not provided, this is populated from Full Name.

Updates a vendor.

Connection

Establish a connection to your QuickBooks account.

Vendor ID

Enter (map) the ID of the vendor you want to update.

Please find the descriptions of the fields in the Create a Vendor section above.

Retrieves vendor details.

Connection

Establish a connection to your QuickBooks account.

Vendor ID

Enter (map) the ID of the customer you want to retrieve details about.

Performs a search for vendors based on the filter settings or a defined search query.

Connection

Establish a connection to your QuickBooks account.

Search by

Select whether to search by:

  • field

  • user-defined query

Filter

Select the vendor field, operator and desired value you want to search vendors by.

Query

Specify your search query. The syntax is similar to SQL. For example:

SELECT * FROM Customer WHERE Id = '123456'

Please see the Data queries documentation for more details.

Caution

Do not enter the maxresults directive. Make will add it automatically for you.

Limit

Set the maximum number of results Make will return during one execution cycle. For Search by fieldoption only.

File

Creates a note.

Connection

Establish a connection to your QuickBooks account.

Objects

Add transaction object to which this attachable file is to be linked.

  • Entity: Enter the name of the object. For example, invoice, bill, item, etc.

  • Entity ID: Enter the ID of the object.

Note

Enter the note for the attachment or standalone note.

Latitude

Enter the latitude from where the attachment was requested.

Longitude

Enter the longitude from where the attachment was requested.

Place name

Enter the place name from where the attachment was requested.

Tag

Enter the tag name for the requested attachment.

Uploads a file.

Connection

Establish a connection to your QuickBooks account.

Source file

Map the file you want to upload from the previous module (e.g. HTTP > Get a File or Dropbox > Get a file), or enter the file name and file data manually.

  • File name: Enter the file name.

  • Data: Enter or map the file data.

Entities

Add the transaction objects to which this attachable file is to be linked.

  • Entity: Enter the name of the object. For example, invoice, bill, item, etc.

  • Entity ID: Enter the ID of the object.

  • Include on Send: This field indicates whether or not the attachment is sent with the transaction when Save and Send button is clicked in the QuickBooks UI or when the Send endpoint (send email) is invoked for the object.

Downloads a file attachment.

Connection

Establish a connection to your QuickBooks account.

Attachment ID

Enter the ID of the attachment you want to download.

Deletes a file attachment.

Connection

Establish a connection to your QuickBooks account.

Attachment ID

Enter the ID of the attachment you want to delete.

Performs a search for attachments based on the filter settings or a defined search query.

Connection

Establish a connection to your QuickBooks account.

Search by

Select whether to search by:

  • field

  • user-defined query

Filter

Select the attachment field, operator and desired value you want to search attachments by.

Query

Specify your search query. The syntax is similar to SQL. For example:

SELECT * FROM attachable

Please see the Data queries documentation for more details.

Do not enter the maxresults directive. Make will add it automatically for you.

Limit

Set the maximum number of results Make will return during one execution cycle. For Search by fieldoption only.

Account

Creates a new account.

Connection

Establish a connection to your QuickBooks account.

Name

Enter the user recognizable unique name for the Account.

Account Number

Enter the User account number to help the user in identifying the account within the chart-of-accounts and in deciding what should be posted to the account.

Account Type

Select the account type. A detailed account classification that specifies the use of this account. The type is based on the Classification. Required if Account sub type is not specified.

Account Sub Type

The account sub-type classification and is based on the Account Type value.

Required if Account Type is not specified.

Possible values:

  • Accounts Payable, Accounts Receivable, Bank, Cost of Goods Sold, Credit Card, Equity, Expense, Fixed Asset, Income, Long Term Liability, Other Asset, Other Current Asset, Other Current Liability, Other Expense, Other Income

Classification

Select the classification of an account. Not supported for non-posting accounts.

Parent Account

Select the Parent Account if this represents a Sub Account.

Description

Enter the description for the account, which may include user entered information to guide bookkeepers/accountants in deciding what journal entries to post to the account.

Currency

Enter the currency in which this account holds amounts. A three letter string representing the ISO 4217 code for the currency. For example, USD, AUD, EUR, and so on.

Updates an account.

Connection

Establish a connection to your QuickBooks account.

Account ID

Enter (map) the ID of the account you want to update.

Please find the descriptions of the fields in the Create an Account section above.

Retrieves account details.

Connection

Establish a connection to your QuickBooks account.

Account ID

Enter (map) the ID of the account you want to retrieve details about.

Performs a search for accounts based on the filter settings or a defined search query.

Connection

Establish a connection to your QuickBooks account.

Search by

Select whether to search by:

  • field

  • user-defined query

Filter

Select the account field, operator and desired value you want to search items by.

Query

Specify your search query. The syntax is similar to SQL. For example:

                           SELECT * FROM account
                        

Please see the Data queries documentation for more details.

Do not enter the maxresults directive. Make will add it automatically for you.

Limit

Set the maximum number of results Make will return during one execution cycle. For Search by fieldoption only.

Creates a purchase.

Connection

Establish a connection to your QuickBooks account.

Payment type

Select the purchase type. The expense type can be Cash, Check or Credit Card

Account

Specifies the account reference to which this purchase is applied based on the Payment Type. A type of Check should have bank account, Credit Card should specify credit card account, etc. Query the Account name list resource to determine the appropriate Account object for this reference.

Lines

Amount

Enter the amount of the line item.

Description

Enter the text description of the line item that appears in the printed record. Max 4000 characters.

Type

Select the type of the expense line:

  • Item based expense line

  • Account based expense line

Item/Account

Select the item or account you want to specify the line for.

Tax code

Select the tax code for the item/account.

Class

Select the class associated with the expense.

Customer

Select the customer associated with the expense.

Quantity

Enter the number of items.

Unit Price

Enter the unit price of the item. Can be used to specify discount or tax rate.

If used for a discount or tax rate, express the percentage as a fraction. For example, specif 0.4 for 40% tax.

Item

Select the item or enter the item ID.

Service Date

Enter the data in the YYYY-MM-DD format (for the local timezone) when the service is performed.

Billable status

Select the billable status of the expense.

Transaction Date

Enter the date when this transaction occurred. Often, it is the date when the transaction is created in the system. For "posting" transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used.

Doc number

Reference number for the transaction. If Doc Number is not provided, and the Custom Transaction Number is set to "Off", QuickBooks assigns a document number using the next-in-sequence algorithm for Sales transactions. Otherwise the value will remaing null.

To auto generate new number please see the New invoice number part of this article.

Transaction Source

Originating source of the Transaction.

Private Note

Enter the private note about the transaction. This note will not appear on the transaction records by default.

Payment method

Select the payment method.

Department

Location of the transaction, as defined using location tracking in QuickBooks.

Tax code

Select the reference to the transaction tax code.

Total tax

Total tax calculated for the transaction, excluding any tax lines manually inserted into the transaction line list.

Global Tax Calculation

Indicates the Global Tax model if the model inclusive of tax, exclusive of taxes or not applicable.

Entity

Specify the party to whom a expense is associated with.

Currency

Define the currency in which all amounts on the associated transaction are expressed. This must be defined if multicurrency is enabled for the company.

Use the three letter string representing the ISO 4217 code for the currency. For example, USD, AUD, EUR, and so on.

Exchange Rate

Enter the currency exchange rate. Valid only if the company file is set up to use Multi-Currency feature. Exchange rates are always recorded as the number of home currency units it takes to equal one foreign currency unit.

The foreign unit is always 1 and the amount of home units that equal that 1 foreign unit is what QuickBooks uses as the exchange rate.

Updates an existing purchase.

Connection

Establish a connection to your QuickBooks account.

Purchase ID

Enter (map) the ID of the purchase you want to update.

Please find the descriptions of the fields in the Create a Purchase section above.

Note

Fields that are left empty will be omitted (not updated).

Deletes an existing purchase.

Connection

Establish a connection to your QuickBooks account.

Purchase ID

Enter (map) the ID of the purchase you want to delete.

Retrieves purchase details.

Connection

Establish a connection to your QuickBooks account.

Purchse ID

Enter (map) the ID of the purchse you want to retrieve details about.

Performs a search for purchse based on the filter settings or a specified search query.

Connection

Establish a connection to your QuickBooks account.

Search by

Select whether to search by:

  • field

  • user-defined query

Filter

Select the purchase field, operator and desired value you want to search purchases by.

Query

Specify your search query. The syntax is similar to SQL. For example:

SELECT * FROM purchase

Please see the Data queries documentation for more details.

Do not enter the maxresults directive. Make will add it automatically for you.

Limit

Set the maximum number of results Make will return during one execution cycle. For Search by field option only.

Time Activity

A record of time worked by a vendor or employee.

Creates a time activity.

Connection

Establish a connection to your QuickBooks account.

Time Activity Type

Select a time activity type.

Vendor / Employee

Specify the vendor or employee whose time is being recorded.

Hours

Hours worked. Required if Start Time and End Time not specified.

Minutes

Minutes worked; valid values are 0 - 59. Required if Start Time and End Time not specified.

Start time

Time that work starts. Required if Hours and Minutes not specified. Local timezone: YYYY-MM-DDUTC: YYYY-MM-DDSpecific time zone: YYYY-MM-DD+/-HH:MM

End time

Time that work ends. Required if Hours and Minutes not specified. Local timezone: YYYY-MM-DDUTC: YYYY-MM-DDSpecific time zone: YYYY-MM-DD+/-HH:MM

Hourly Rate

Enter the hourly bill rate of the employee or vendor for this time activity.

Break Hours

Enter hours of break taken between start time and end time.

Break Minutes

Enter minutes of break taken between start time and end time. Valid values are 0 - 59.

Customer

Select the customer or job.

Updates a time activity.

Connection

Establish a connection to your QuickBooks account.

Update Time Activity ID

Enter (map) the ID of the time activity you want to update.

Please find the descriptions of the fields in the Create a Time Activity section above.

Retrieves time activity details.

Connection

Establish a connection to your QuickBooks account.

Time Activity ID

Enter (map) the ID of the time activity you want to retrieve details about.

Performs a search for time activities based on the filter settings or a defined search query.

Connection

Establish a connection to your QuickBooks account.

Search by

Select whether to search by:

  • field

  • user-defined query

Filter

Select the time activity field, operator and desired value you want to search time activities by.

Query

Specify your search query. The syntax is similar to SQL. For example:

SELECT * FROM timeactivity

Please see the Data queries documentation for more details.

Caution

Do not enter the maxresults directive. Make will add it automatically for you.

Limit

Set the maximum number of results Make will return during one execution cycle. For Search by fieldoption only.

Refund Receipt

Creates a refund receipt.

Connection

Establish a connection to your QuickBooks account.

Account

Account from which payment money is refunded.

Lines

Enter at least one line item.

Amount

Enter the amount of the line item.

Quantity

Enter the number of items for the line.

Unit Price

Enter the unit price of the item. Can be used to specify discount or tax rate.

If used for a discount or tax rate, express the percentage as a fraction. For example, specif 0.4 for 40% tax.

Item

Select the purchased line item. Required.

Description

Enter the text description of the line item that appears in the printed record. Max 4000 characters.

Service Date

Date when the service is performed.

String

Local timezone: YYYY-MM-DD UTC: YYYY-MM-DDZ Specific time zone: YYYY-MM-DD+/-HH:MM

Tax code

Select the tax code for the item/account.

Payment reference num

Enter the reference number for the payment received (I.e. Check # for a check, envelope # for a cash donation, CreditCardTransactionID for a credit card payment)

Bill Email

Identifies the e-mail address where the invoice is sent. At present, you can provide only one e-mail address.

Transaction Date

The date entered by the user when this transaction occurred. Often, it is the date when the transaction is created in the system. For "posting" transactions, this is the posting date that affects the financial statements. If the date is not supplied, the current date on the server is used. Please use the following date and time formats: Local timezone: YYYY-MM-DDUTC: YYYY-MM-DDSpecific time zone: YYYY-MM-DD+/-HH:MM

Class

Select the reference to the Class associated with the transaction.

Transaction source

Originating source of the Transaction.

Doc number

Enter number for the transaction (document number). If Doc Number is not provided, and the Custom Transaction Number is set to "Off", QuickBooks assigns a document number using the next-in-sequence algorithm for refund transactions. Otherwise the value will remaining null.

The maximum length for Doc Number is 21 characters. The default value is an empty String. Filter support not provided for Payment.

To auto generate new number please see the New invoice number part of this article.

Private note

Enter the private note about the transaction. This note will not appear on the transaction records by default.

Customer memo

User-entered message to the customer; this message is visible to end user on their transactions. Max 1000 characters.

Customer

Select the customer for this transaction.

Transaction tax detail

Tax code

Select the reference to the transaction tax code.

Total tax

Total tax calculated for the transaction, excluding any tax lines manually inserted into the transaction line list.

Shipping Address

Enter Shipping address of the Invoice.

Billing Address

Enter Bill-to address of the Invoice.

Discount

Specify the discount for the entire transaction. This is in contrast to a discount applied to a specific line. Select the way for how to apply the discount:

Amount

Enter the total amount of the discount.

Percent

Enter the percentage discount. For example, enter 0.2 to apply 20% discount.

Payment method

Select the type of payment.

Department

Location of the transaction, as defined using location tracking in QuickBooks Online.

Payment Type

Select the payment type.

Currency

Define the currency in which all amounts on the associated transaction are expressed. This must be defined if multi-currency is enabled for the company.

Use the three letter string representing the ISO 4217 code for the currency. For example, USD, AUD, EUR, and so on.

Exchange rate

Enter the currency exchange rate. Valid only if the company file is set up to use Multi-Currency feature. Exchange rates are always recorded as the number of home currency units it takes to equal one foreign currency unit.

The foreign unit is always 1 and the amount of home units that equal that 1 foreign unit is what QuickBooks uses as the exchange rate.

Apply Tax After Discount

If the No or Not defined option is selected, the refund tax is calculated first, and then the discount is applied. If the Yes option is selected, subtract the discount first and then calculate the refund tax.

Updates an existing refund receipt.

Connection

Establish a connection to your QuickBooks account.

refund Receipt ID

Enter (map) the ID of the refund receipt you want to update.

Please find the descriptions of the fields in the Create a Refund Receipt section above.

Retrieves refund receipt details.

Connection

Establish a connection to your QuickBooks account.

Refund Receipt ID

Enter (map) the ID of the refund receipt you want to retrieve details about.

Performs a search for a refund receipts based on the filter settings or a specified search query.

Connection

Establish a connection to your QuickBooks account.

Search by

Select whether to search by:

  • field

  • user-defined query

Filter

Select the refund receipt field, operator and desired value you want to search refund receipts by.

Query

Specify your search query. The syntax is similar to SQL. For example:

SELECT * FROM refundreceipt

Please see the Data queries documentation for more details.

Caution

Do not enter the maxresults directive. Make will add it automatically for you.

Limit

Set the maximum number of results Make will return during one execution cycle. For Search by fieldoption only.

Events

Triggers when an event in your QuickBooks account is performed.

Received webhooks contain Object ID, Object type, Operation, and Date. For example, when a new invoice is created, you will receive a webhook notification showing Invoice as the Object type and Create as Operation kind. If you wish to receive more information about a newly created invoice (or another object), you can use the Search for invoices action and get information about the invoice (object) by its ID.

Webhook name

Enter the name for the webhook.

Connection

Establish a connection to your QuickBooks account.

Caution

QuickBooks webhooks are usually a bit delayed

The list of events that are supported by the New Event module:

Note

If there is an event you want to use and no check mark () it means that QB support it but it is currently disabled by Make. Please contact us to add the missing event.

Create

Update

Delete

Merge

Void

Emailed

Account

Bill

Bill Payment

Budget

Class

CreditMemo

Currency

Customer

Department

Deposit

Employee

Estimate

Invoice

Item

JournalCode

JournalEntry

Payment

PaymentMethod

Preferences

Purchase

PurchaseOrder

RefundReceipt

SalesReceipt

TaxAgency

Term

TimeActivity

Transfer

Vendor

VendorCredit

Other

Retrieves details about your company.

Connection

Establish a connection to your QuickBooks account.

Allows you to perform a custom API call.

Connection

Establish a connection to your QuickBooks account.

URL

Enter a path relative to https://quickbooks.api.intuit.com/VERSION/company/YOUR-COMPANY/. E.g. /preferences

Note

For the list of available endpoints, refer to the QuickBooks Online API Documentation.

Method

Select the HTTP method you want to use:

  • GET: to retrieve information for an entry.

  • POST: to create a new entry.

  • PUT: to update/replace an existing entry.

  • PATCH: to make a partial entry update.

  • DELETE: to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns the all employees from your QuickBooks Online account:

URL:

query

Version:

v3

Method:

GET

Query String:

item 1 (predefined)

Key

minorversion

Value

41

item 2

Key

query

Value

select * from Employee

61d6acfecf559.png

Matches of the search can be found in the module's Output under Bundle > Body > QueryResponse > Employee.

In our example, 4 employees were returned:

61d6ad0003280.png

Common Issues

  1. Open https://developer.intuit.com/

  2. Click on "My apps" in the top right menu.

  3. Choose the "Just start coding" box and click the "Select APIs" button.

  4. Tick the "Accounting" button and click the "Create app" button.

  5. Click the "Keys" tab.

  6. Fill https://www.integromat.com/oauth/cb/quickbooks into the Redirect URI 1 field and click the "Save" button.

  7. Copy the content of the Client ID and Client Secret fields:

    mceclip2-15.png
  8. In Make, open the QuickBooks module's Connection setup, tick the "Show advanced settings" checkbox to reveal the Consumer key and Consumer Secret fields and paste the copied values:

    mceclip3-6.png
  9. Click the "Connect" button to create the connection.

There are 2 options to generate an invoice number:

1. Set variable or value in the Doc number field in the QuickBooks module interface:

61d6ad0122083.png

2. Automatically generate the invoice number as the number following the last created invoice in QuickBooks. To activate this option, you will need to disable the feature that allows you to edit invoice numbers under your QuickBooks settings. For this:

  1. Click the Gearicon.

  2. Select Account and Settings.

  3. Click Sales.

  4. Under Sales form content, uncheck the checkbox next to Custom transaction numbers.

  5. Click Save.

  6. Click Done.

61d6ad027b3f9.jpg

After this is set, the invoice number will be generated automatically in QuickBooks and you will no longer be able to customize your invoice numbers.

By default, it is set to on. So, an invoice generated without a doc number comes WITHOUT a number (the invoice number field is left empty).