Commerce

QuickBooks

57min
with quickbooks modules in make, you can manage the invoices, bills, sales receipts, estimates, journal entries, payments, deposits, credit memos, customers, purchase orders, items, vendors, files, accounts, purchases, time activities, refund receipts, and events in your quickbooks account to use the quickbooks modules, you must have a quickbooks account you can create an account at quickbooks com https //quickbooks intuit com/ refer to the quickbooks api documentation https //developer intuit com/app/developer/qbo/docs/develop for a list of available endpoints connect quickbooks to make to establish the connection in make log in to your make account, add a quickbooks module to a {{scenario singular lowercase}} , and click create a connection optional in the connection name field, enter a name for the connection optional to connect with your own custom app, click show advanced settings , enter the client credentials from your app , and select if you want to use sandbox for connection click save if prompted, authenticate your account and confirm access you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more quickbooks modules if your connection requires reauthorization at any point, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz create custom app and client credentials in quickbooks to connect your own quickbooks app to make, you must create a custom app in your quickbooks developer account and select the relevant platform and scopes log in to your quickbooks developer account https //developer intuit com/ click on the dashboard tab click create an app select the platform to create the app enter a name for the app, select the scope, and click create app click on keys & credentials under the development settings or production settings section in the sidebar, depending on your settings scroll down to the redirect uris section, add the following links, and click save https //www make com/oauth/cb/quickbooks https //www integromat com/oauth/cb/quickbooks copy your client id and client secret and save them in a safe place you now have the client credentials to connect to make invoice create an invoice creates a new invoice for the customer connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see the quickbooks online invoice api reference update an invoice updates an existing invoice connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e invoice id enter (map) the id of the invoice whose details you want to update for the field descriptions, see the quickbooks online invoice api reference https //developer intuit com/app/developer/qbo/docs/api/accounting/all entities/invoice#full update an invoice fields that are left empty will be omitted (not updated) delete an invoice deletes an existing invoice you must unlink any linked transactions associated with the invoice object before deleting it connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e invoice id enter (map) the id of the invoice you want to delete get an invoice retrieves invoice details connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e invoice id enter (map) the id of the invoice you want to retrieve details about search for invoices performs a search for invoices based on the filter settings or a specified search query diacritics are not supported please use the ascii() function to remove the diacritics, if needed connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e 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 download an invoice downloads an invoice in the pdf file connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e invoice id enter (map) the id of the invoice you want to download send an invoice sends an invoice to the specified email address connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e invoice id enter (map) the id of the invoice you want to send send to enter the email you want to send the invoice bill you can create, update, delete, search, and retrieve bills using the following modules create a bill creates a new bill connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see the quickbooks online bill api reference https //developer intuit com/app/developer/qbo/docs/api/accounting/all entities/bill#create a bill update a bill updates an existing invoice connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e bill id enter (map) the id of the bill you want to update for the field descriptions, see the quickbooks online bill api reference delete a bill deletes an existing bill you must unlink any linked transactions associated with the bill object before deleting it connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e invoice id enter (map) the id of the bill you want to delete get a bill retrieves bill details connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e invoice id enter (map) the id of the bill you want to retrieve details about search for bills performs a search for a bill based on the filter settings or a specified search query connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e 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 field option only sales receipt create a sales receipt creates a sales receipt connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see the quickbooks online sales receipt api reference https //developer intuit com/app/developer/qbo/docs/api/accounting/all entities/salesreceipt#create a salesreceipt update a sales receipt updates an existing sales receipt connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e sales receipt id enter (map) the id of the sales receipt you want to update for the field descriptions, see the quickbooks online sales receipt api reference get a sales receipt retrieves sales receipt details connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e sales receipt id enter (map) the id of the sales receipt you want to retrieve details about search for sales receipts performs a search for sales receipts based on the filter settings or a specified search query connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e 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 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 download a sales receipt downloads a sales receipt in the pdf file connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e invoice id enter (map) the id of the sales receipt you want to download send a sales receipt sends a sales receipt to the specified email address connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e invoice id enter (map) the id of the sales receipt you want to send send to enter the email you want to send the sales receipt estimate you can create, update, retrieve, send, download, delete, and search estimates using the following modules create an estimate creates a new estimate globaltax model if the model inclusive of tax, exclusive of taxes or not applicable connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see the quickbooks online estimate api reference https //developer intuit com/app/developer/qbo/docs/api/accounting/all entities/estimate#create an estimate update an estimate updates an existing estimate connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e estimate id enter (map) the id of the estimate whose details you want to update delete an estimate deletes an estimate connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e estimate id enter (map) the id of the estimate you want to delete download an estimate downloads an estimate in the pdf file connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e estimate id enter (map) the id of the invoice you want to download send and estimate sends an estimate to the specified email address connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e estimate id enter (map) the id of the estimate you want to send send to enter the email you want send the estimate to get an estimate retrieves estimate details connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e estimate id enter (map) the id of the estimate whose details you want to retrieve search for estimates performs a search for estimate based on the filter settings or a specified search query connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e 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 field option only journal entry create a journal entry creates a journal entry connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see the quickbooks online journal entry api reference https //developer intuit com/app/developer/qbo/docs/api/accounting/all entities/journalentry#create a journalentry update a journal entry updates an existing journal entry connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e journal entry id enter (map) the id of the journal entry you want to update for the field descriptions, see the quickbooks online journal entry api reference delete a journal entry deletes a journal entry connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e journal entry id enter (map) the id of the journal entry you want to delete get a journal entry retrieves a journal entry connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e journal entry id enter (map) the id of the journal entry whose details you want to retrieve search for journal entries performs a search for journal entries based on the filter settings or a specified search query connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e 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 field option only payment create a payment creates a payment connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e update a payment creates a payment connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e payment id enter (map) the payment id whose details you want to update for the field descriptions, see the quickbooks online payment api reference watch payments triggers when a new payment is created connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e watch payments select the option to watch the payments by created time by updated time search by select the option to search the payments you want to watch query field query enter a word or phrase to watch the payments that match the specified query field select the fields to filter the payments limit set the maximum number of payments make will return during one execution cycle the default value is 2 download a payment downloads an payment in the pdf file connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e payment id enter (map) the id of the payment you want to download send a payment sends an payment to the specified email address connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e payment id enter (map) the id of the payment you want to send send to enter the email you want send the payment to search for payments performs a search for payments based on the filter settings or a specified search query connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e 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 field option only deposit you can create, update, delete, retrieve, and search deposits using the following modules create a deposit creates a deposit connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see the quickbooks online deposit api reference update a deposit updates an existing deposit connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e deposit id enter (map) the id of the payment whose details you want to update for the field descriptions, see the quickbooks online deposit api reference delete a deposit deletes a deposit connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e deposit id enter (map) the id of the deposit you want to delete get a deposit retrieves deposit details connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e deposit id enter (map) the id of the deposit you want to retrieve details about search for deposits performs a search for deposits based on the filter settings or a defined search query connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e 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 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 field option only credit memo a 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 you can create, update, delete, retrieve, and search credit memos using the following modules create a credit memo creates a credit memo connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see the quickbooks online credit memo api reference https //developer intuit com/app/developer/qbo/docs/api/accounting/all entities/creditmemo#create a credit memo update a credit memo updates an existing credit memo connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e credit memo id enter (map) the id of the credit memo whose details you want to update for the field descriptions, see the quickbooks online credit memo api reference delete a credit memo deletes a credit memo connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e credit memo id enter (map) the id of the credit memo you want to delete get a credit memo retrieves credit memo details connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e credit memo id enter (map) the id of the credit memo you want to retrieve details about search for credit memos performs a search for credit memos based on the filter settings or a defined search query connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e search by select the option to search the credit memos 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 field option only the default value is 2 customers create a customer creates a new customer connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e update a customer updates a customer connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e customer id enter (map) the id of the customer you want to update for the field descriptions, see the quickbooks online customer api reference https //developer intuit com/app/developer/qbo/docs/api/accounting/all entities/customer#full update a customer get a customer retrieves customer details connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e customer id enter (map) the id of the customer you want to retrieve details about search for customers performs a search for customers based on the filter settings or a defined search query connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e 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 field option only purchase orders you can create, update, retrieve, search, and delete purchase orders using the following modules create a purchase order creates purchase orders, 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 quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see the quickbooks online purchase order api reference https //developer intuit com/app/developer/qbo/docs/api/accounting/all entities/purchaseorder#create a purchase order update a purchase order updates an existing purchase order connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e purchase order id enter (map) the id of the purchase you want to update for the field descriptions, see the quickbooks online purchase order api reference https //developer intuit com/app/developer/qbo/docs/api/accounting/all entities/purchaseorder#full update a purchase order get a purchase order retrieves purchase order details connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e purchase order id enter (map) the id of the purchase order you want to retrieve details about search for purchase orders performs a search for purchase orders based on the filter settings or a defined search query connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e 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 field option only delete a purchase order deletes a purchase order connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e purchase order id enter (map) the id of the purchase order you want to delete item create an item creates a new item connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see the quickbooks online item api reference https //developer intuit com/app/developer/qbo/docs/api/accounting/all entities/item#create an item update an item updates an item connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e item id enter (map) the id of the item you want to update get an item retrieves item details connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e item id enter (map) the id of the item you want to retrieve details about search for items performs a search for items based on the filter settings or a defined search query connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e 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 field option only vendor create a vendor creates a new vendor connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see quickbooks online vendor api reference update a vendor updates a vendor connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e vendor id enter (map) the id of the vendor you want to update get a vendor retrieves vendor details connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e vendor id enter (map) the id of the customer you want to retrieve details about search for vendors performs a search for vendors based on the filter settings or a defined search query connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e 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 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 file you can create, search, and delete the attachments, upload, and download files using the following modules create a text attachment creates a note connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e 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 upload a file uploads a file connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e 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 download a file downloads a file attachment connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e attachment id enter the id of the attachment you want to download delete an attachment deletes a file attachment connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e attachment id enter the id of the attachment you want to delete search for attachments performs a search for attachments based on the filter settings or a defined search query connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e 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 field option only account you can create, update, search, and retrieve accounts using the following modules create an account creates an account connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e update an account updates an account connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e account id enter (map) the id of the account you want to update please find the descriptions of the fields in the quickbooks online account api reference get an account retrieves account details connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e account id enter (map) the id of the account whose details you want to retrieve search for accounts performs a search for accounts based on the filter settings or a defined search query connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e 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 field option only purchase create a purchase creates a purchase connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e for the field descriptions, see the quickbooks online purchase api reference https //developer intuit com/app/developer/qbo/docs/api/accounting/all entities/purchase#create a purchase update a purchase updates an existing purchase connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e purchase id enter (map) the id of the purchase you want to update please find the descriptions of the fields in the quickbooks online purchase api reference https //developer intuit com/app/developer/qbo/docs/api/accounting/all entities/purchase#full update a purchase fields that are left empty will be omitted (not updated) delete a purchase deletes an existing purchase connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e purchase id enter (map) the id of the purchase you want to delete get a purchase retrieves purchase details connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e purchase id enter (map) the id of the purchase you want details you want to retrieve search for purchases performs a search for purchase based on the filter settings or a specified search query connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e 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 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 field option only time activity a record of time worked by a vendor or employee create a time activity creates a time activity connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e 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 dd utc yyyy mm dd specific time zone yyyy mm dd+/ hh\ mm end time time that work ends required if hours and minutes not specified local timezone yyyy mm dd utc yyyy mm dd specific 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 update a time activity updates a time activity connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e update time activity id enter (map) the id of the time activity you want to update get a time activity retrieves time activity details connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e time activity id enter (map) the id of the time activity you want to retrieve details about search for a time activity retrieves time activity details connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e 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 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 refund receipt create a refund receipt creates a refund receipt connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e update a refund receipt updates an existing refund receipt connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e refund receipt id enter (map) the id of the refund receipt you want to update get a refund receipt retrieves refund receipt details connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e refund receipt id enter (map) the id of the refund receipt you want to retrieve details about search for refund receipts performs a search for refund receipts based on the filter settings or a specified search query connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e 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 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 events you can trigger events using the following module new event 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 https //www make com/en/help/apps/commerce/quickbooks html#search for invoices action and get information about the invoice (object) by its id make automatically creates a webhook in quickbooks once you add an instant trigger to your scenario webhook name enter the name for the webhook connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e quickbooks webhooks are usually a bit delayed the list of events that are supported by the new event module create update delete merge void 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 you can call apis and retrieve the company details using the following modules get my company retrieves details about your company connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e make an api call allows you to perform a custom api call for the list of available endpoints, refer to the quickbooks online api documentation https //developer intuit com/app/developer/qbo/docs/api/accounting/all entities/account connection quickbooks docid\ ouo1jk xdjbfh6xf2lb9e url enter a path relative to https //quickbooks api intuit com/version/company/your company/ for example, /preferences method select the http method you want to use get post put patch delete 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 common issues new invoice number there are 2 options to generate an invoice number 1 set variable or value in the doc number field in the quickbooks module interface 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 click the gear icon select account and settings click sales under sales form content , uncheck the checkbox next to custom transaction numbers click save click done 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)