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Overview

The first time you add a Quickbooks card to a FLO, you need to set up a configuration for that Connector. Setting up a configuration will allow you to connect to your Quickbooks account, save the information, and reuse that configuration next time you build a FLO with the connector. That way, you don’t have to sign in every time you want to build a FLO with this Connector. After you’ve set up one configuration, you can choose to use that configuration again, or set up a new one.

You can set up and save multiple configurations and share them with your teammates. Here’s how to set up a new configuration in Quickbooks:

  1. Add the Quickbooks card you would like to use to your FLO. If you already have configurations set up, you will have to select Add Account to create a new configuration. If you don’t have any configurations set up, you will automatically be taken to the next step.
  2. Choose a nickname for your configuration. Choose something unique, since you may need to be able to tell multiple configurations apart in the future.
  3. Find your Quickbooks company ID. It’s a 15-digit number separated by spaces (e.g. 1234 5678 9123 456). To find the company ID, log into your Quickbooks account, go to Settings > Your Account > Billing Info, and copy the Company ID:

  4. Enter your Comany ID without spaces (e.g. 123456789123456)

  5. Click Next.

  6. Quickbooks will now open a popup window that will allow you to log into their service. Follow the instructions to complete authentication.

    Events

    • New Invoice

      This event triggers when a new invoice is created in Quickbooks

      Output Fields

      • Invoice
        • Invoice ID (text): a unique identifier for the invoice in the Quickbooks system
        • Invoice Number (text): a reference number for the invoice
        • Version Number (text): version number of the invoice
        • Time Created (text): time when the invoice was created
        • Time Updated (text): time when the invoice was last updated
        • Email Status (text): email status of the invoice; can be NotSet, NeedToSend, EmailSent
        • Deposit Amount (number): the deposit made towards this invoice
        • Tracking Number (text): shipping provider’s tracking number
        • Tax Code (text): the transaction tax code
        • Total Tax (number): total tax calculated for the transaction
        • Customer ID (text): ID of the customer associated with the invoice
        • Customer Name (text): name of the customer associated with the invoice
        • Customer Memo (text): user-entered message to the customer
        • Statement Memo (text): user-entered organization private note about the invoice
        • Sales Term ID (text): ID of the sales terms for the invoice
        • Due Date (text): date when the payment is due
        • Transaction Date (text): date entered by the user for when the transaction occurred
        • Ship Via (text): the shipping method for this invoice
        • Shipping Date (text): date for delivery of the goods or service
        • Total Amount (number): total amount of the invoice
        • Account Balance (number): balance reflecting payments made against the invoice
      • Lines (collection)
        • ID (text): id of the line item
        • Line Number (number): a number that specifies the position of the line in the collection of transaction lines
        • Line Description (text): description of the line item that appears in the printed record
        • Detail (text): detail type of the line item
        • Service/Product ID (text):
        • Amount (number): amount of the line item
        • Service Date (text): date when the service was performed
        • Unit Price (number): unit price of the item
        • Quantity (number): number of items for the line
        • Class ID (text): id of the class of the line item
        • Class Name (text): name of the class of the line item
        • Tax Code (text): the tax code for the item
      • Custom Fields: These fields are dynamically generated based on the fields custom fields created in your Quickbooks account.
      • Billing Address
        • Billing Email (text): email address where the invoice is sent
        • Billing Line 1 (text): 1st line of the billing address
        • Billing Line 2 (text): 2nd line of the billing address
        • Billing City (text): city of the billing address
        • Billing State/Region (text): state/region of the billing address
        • Billing Country (text): country of the billing address
        • Billing Postal Code (text): postal code of the billing address
      • Shipping Address
        • Shipping Line 1 (text): 1st line of the shipping address
        • Shipping Line 2 (text): 2nd line of the shipping address
        • Shipping City (text): city of the shipping address
        • Shipping State/Region (text): state/region of the shipping address
        • Shipping Country (text): country of the shipping address
        • Shipping Postal Code (text): postal code of the shipping address
    • New Payment

      Start a FLO when a payment is made

    • Updated Invoice

    Actions

    • Add Line Item To Invoice

      This card adds a Line Item to an invoice by Invoice ID.

      Options & Input Field

      • Line Item Type (dropdown) : This option will generate input fields according to its type. There are 4 total input types.

        • Sales Line Item : This is the basic line item type.

          • Line Number (number - Required) : Specifies the position of the line in the collection of transaction lines.
          • Description (text - Required) : Free-form text description of the line item that appears in the printed record. (Max 4000 characters).
          • Amount (number - Required) : The amount of the line item. (Max 15 digits).
          • Quantity (number - Required) : The quantity of the line item.
          • Item Ref Value (text) : The ID for the referenced object as found in the Id field of the object payload. The context is set by the type of reference and is specific to the QuickBooks company file.
          • Item Ref Name (text) : An identifying name for the object being referenced by value that is derived from the field that holds the common name of that object. This varies by context and specific type of object referenced.
          • Class Ref Value (text) : The ID for the referenced object as found in the Id field of the object payload. The context is set by the type of reference and is specific to the QuickBooks company file.
          • Class Ref Name (text) : An identifying name for the object being referenced by value that is derived from the field that holds the common name of that object. This varies by context and specific type of object referenced.
          • Unit Price (number) : The price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item. If used for unit price, the monetary value of the service or product, as expressed in the home currency. You can override the unit price of the subject item by supplying a new value with create or update operations. If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
          • Markup Info (text) : Used to define markup when this line represents a billable expense on the invoice. Markup information for the billable expense line.
          • Markup Percent (text) : Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
          • Tax Code (text) : Reference to the TaxCode for this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference.
          • Service Date (text) : Date when the service is performed.
        • Description Only

          • Line Number (number - Required) : Specifies the position of the line in the collection of transaction lines.
          • Description (text - Required) : Free-form text description of the line item that appears in the printed record. (Max 4000 characters).
          • Amount (number - Required) : The amount of the line item. (Max 15 digits).
          • Service Date (text) : Date when the service is performed.
          • Tax Code (text) : Reference to the TaxCode for this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference.
        • Discount Line

          • Line Number (number - Required) : Specifies the position of the line in the collection of transaction lines.
          • Description (text - Required) : Free-form text description of the line item that appears in the printed record. (Max 4000 characters).
          • Amount (number) : The amount of the line item. (Max 15 digits).
          • Class Ref Value (text) : The ID for the referenced object as found in the Id field of the object payload. The context is set by the type of reference and is specific to the QuickBooks company file.
          • Class Ref Name (text) : An identifying name for the object being referenced by value and is derived from the field that holds the common name of that object. This varies by context and specific type of object referenced.
          • Tax Code (text) : Reference to the TaxCode for this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference.
          • Discount Percent (number - Required): Percentage by which the amount due is reduced, from 0% to 100%. To enter a discount of 8.5% use 8.5, not 0.085.
          • Discount Account ID : Income account used to track discounts. The ID for the referenced object as found in the Id field of the object payload. The context is set by the type of reference and is specific to the QuickBooks company file.
        • Subtotal Line : This Line item will sum the amount of all previous line items, until the first item or the previous Subtotal Line.

      • Invoice

        • Invoice ID (text - Required): The unique indentifier of all invoice, this oculd be found on the url of a invoice. For example the URL https://c50.sandbox.qbo.intuit.com/app/invoice?txnId=228 will have an id of 228.

      Output

      This card doens’t have any output.

    • Create Invoice

      This card will create a line item formatted object according to quickbook specification.

      Options & Input Field

      • Line Item Type (dropdown) : This option will generate input fields according to its type.

        • Sales Line Item

          • Line Number (number) : Specifies the position of the line in the collection of transaction lines.
          • Description (text) : Free-form text description of the line item that appears in the printed record. (Max 4000 characters).
          • Amount (number) : The amount of the line item. (Max 15 digits).
          • Item Ref Value (text) : The ID for the referenced object as found in the Id field of the object payload. The context is set by the type of reference and is specific to the QuickBooks company file.
          • Item Ref Name (text) : An identifying name for the object being referenced by value that is derived from the field that holds the common name of that object. This varies by context and specific type of object referenced.
          • Class Ref Value (text) : The ID for the referenced object as found in the Id field of the object payload. The context is set by the type of reference and is specific to the QuickBooks company file.
          • Class Ref Name (text) : An identifying name for the object being referenced by value that is derived from the field that holds the common name of that object. This varies by context and specific type of object referenced.
          • Unit Price (number) : The price of the subject item as referenced by ItemRef. Corresponds to the Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item. If used for unit price, the monetary value of the service or product, as expressed in the home currency. You can override the unit price of the subject item by supplying a new value with create or update operations. If used for a discount or tax rate, express the percentage as a fraction. For example, specify 0.4 for 40% tax.
          • Markup Info (text) : Used to define markup when this line represents a billable expense on the invoice. Markup information for the billable expense line.
          • Markup Percent (text) : Markup amount expressed as a percent of charges already entered in the current transaction. To enter a rate of 10% use 10.0, not 0.01.
          • Tax Code (text) : Reference to the TaxCode for this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference.
          • Service Date (text) : Date when the service is performed.
        • Description Only

          • Line Number (number) : Specifies the position of the line in the collection of transaction lines.
          • Description (text) : Free-form text description of the line item that appears in the printed record. (Max 4000 characters).
          • Amount (number) : The amount of the line item. (Max 15 digits).
          • Service Date (text) : Date when the service is performed.
          • Tax Code (text) : Reference to the TaxCode for this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference.
        • Discount Line

          • Line Number (number) : Specifies the position of the line in the collection of transaction lines.
          • Description (text) : Free-form text description of the line item that appears in the printed record. (Max 4000 characters).
          • Amount (number) : The amount of the line item. (Max 15 digits).
          • Class Ref Value (text) : The ID for the referenced object as found in the Id field of the object payload. The context is set by the type of reference and is specific to the QuickBooks company file.
          • Class Ref Name (text) : An identifying name for the object being referenced by value and is derived from the field that holds the common name of that object. This varies by context and specific type of object referenced.
          • Tax Code (text) : Reference to the TaxCode for this item. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference.
          • Discount Percent (number): Percentage by which the amount due is reduced, from 0% to 100%. To enter a discount of 8.5% use 8.5, not 0.085.
          • Discount Account ID : Income account used to track discounts.. The ID for the referenced object as found in the Id field of the object payload. The context is set by the type of reference and is specific to the QuickBooks company file.
        • Subtotal Line : used for overall transaction.

          • Line Number (number) : Specifies the position of the line in the collection of transaction lines.
          • Description (text) : Free-form text description of the line item that appears in the printed record. (Max 4000 characters).
          • Amount (number) : The amount of the line item. (Max 15 digits).
          • Item Ref Value (text) : The ID for the referenced object as found in the Id field of the object payload. The context is set by the type of reference and is specific to the QuickBooks company file.
          • Item Ref Name (text) :An identifying name for the object being referenced by value and is derived from the field that holds the common name of that object. This varies by context and specific type of object referenced.

      Output Fields

      • Line Line Item : A Line item object for invoice object, this was constucted from the inputed data in the input field. This Line item object will be formatted according to the line item format on the quickbook specified format. for more information.
    • Create Customer

      Creates a New Customer

    • Create Invoice

      Create Invoice

      This action creates a new invoice in Quickbooks.

      NOTE: In order to create an invoice you must specify Customer ID and at least one Line Item. Use the “Build Line Item for Invoice” card in order to create line item objects for this card.

      Input Fields

      • Invoice
        • Invoice Number (text): a reference number for the invoice
        • Tax Code (text): the transaction tax code
        • Customer ID (text): ID of the customer associated with the invoice
        • Due Date (text): date when the payment is due
        • Shipping Date (text): date for delivery of the goods or service
        • Tracking Number (text): shipping provider’s tracking number
        • Transaction Date (text): date entered by the user for when the transaction occurred
        • Department ID (text): ID of the department associated with the invoice
        • Currency (text): currency that the invoice is using
        • Statement Memo (text): user-entered organization private note about the invoice
        • Customer Memo (text): user-entered message to the customer
        • Class ID (text): ID of the class associated with the invoice
        • Sales Term ID (text): ID of the sales terms for the invoice
        • Apply Tax after Discount (boolean): true/false - whether or not to apply a tax after a discount is applied
        • Email Address (text): email address associated with the invoice
        • Email Status (text): email status of the invoice; can be NotSet, NeedToSend, EmailSent
        • Deposit (number): the deposit made towards this invoice
        • Line Item (collection of line items in the invoice)
          • Must be created using the “Build Line Item for Invoice” card first
      • Custom Fields: These fields are dynamically generated based on the fields custom fields created in your Quickbooks account.
      • Shipping Address
        • Line 1 (text): 1st line of the shipping address
        • Line 2 (text): 2nd line of the shipping address
        • City (text): city of the shipping address
        • State/Region (text): state/region of the shipping address
        • Country (text): country of the shipping address
        • Postal Code (text): postal code of the shipping address
      • Billing Address
        • Line 1 (text): 1st line of the billing address
        • Line 2 (text): 2nd line of the billing address
        • City (text): city of the billing address
        • State/Region (text): state/region of the billing address
        • Country (text): country of the billing address
        • Postal Code (text): postal code of the billing address

      Output Fields

      • Invoice
        • Invoice ID (text): a unique identifier for the invoice in the Quickbooks system
        • Time Created (text): time when the invoice was created
    • Read Customer

      Read the details of existing Customer by Customer ID

    • Read Invoice

      Read the details of existing Invoice using Invoice ID

    • Read Product or Service

      Read the details of existing product/service by ID

    • Search Customers

      Search for a Customer by certain fields

    • Search Invoices

      Searche for an invoice by certain fields

    • Search Products and Services

      Search for an Item by certain fields

    • Update Customer

      Updates the details of the Customer by Customer ID

    • Update Invoice

      Update an existing Invoice using Invoice ID

    • Update Invoice Line Item