← Quickbooks Sandbox

Update Customer with Quickbooks Sandbox API

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Update Customer with the Quickbooks Sandbox API
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Getting Started

Create a workflow to Update Customer with the Quickbooks Sandbox API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Update Customer action
    1. Connect your Quickbooks Sandbox account
    2. Select a Customer Reference
    3. Optional- Configure Display Name
    4. Optional- Configure Title
    5. Optional- Configure Given Name
    6. Optional- Configure Middle Name
    7. Optional- Configure Family Name
    8. Optional- Configure Suffix
    9. Optional- Select a Currency Code
    10. Optional- Configure Active
    11. Optional- Configure Alternate Phone Free Form Number
    12. Optional- Select a AR Account Ref Value
    13. Optional- Configure Bill Addr City
    14. Optional- Configure Bill Addr Country
    15. Optional- Configure Bill Addr Country Sub Division Code
    16. Optional- Configure Bill Addr Late
    17. Optional- Configure Bill Addr Line 1
    18. Optional- Configure Bill Addr Line 2
    19. Optional- Configure Bill Addr Line 3
    20. Optional- Configure Bill Addr Line 4
    21. Optional- Configure Bill Addr Line 5
    22. Optional- Configure Bill Addr Long
    23. Optional- Configure Bill Addr Postal Code
    24. Optional- Configure Bill With Parent
    25. Optional- Configure Business Number
    26. Optional- Configure Company Name
    27. Optional- Select a Customer Type
    28. Optional- Configure Default Tax Code Value
    29. Optional- Configure Fax Free Form Number
    30. Optional- Configure G S T I N
    31. Optional- Select a Gst Registration Type
    32. Optional- Configure Job
    33. Optional- Configure Mobile Free Form Number
    34. Optional- Configure Notes
    35. Optional- Select a Payment Method
    36. Optional- Select a Preferred Delivery Method
    37. Optional- Configure Primary Email Addr
    38. Optional- Configure Primary Phone Free Form Number
    39. Optional- Configure Primary Tax Identifier
    40. Optional- Configure Print On Check Name
    41. Optional- Configure Resale Num
    42. Optional- Select a Term IDs
    43. Optional- Configure Secondary Tax Identifier
    44. Optional- Configure Ship Addr City
    45. Optional- Configure Ship Addr Country
    46. Optional- Configure Ship Addr Country Sub Division Code
    47. Optional- Configure Ship Addr Id
    48. Optional- Configure Ship Addr Late
    49. Optional- Configure Ship Addr Line 1
    50. Optional- Configure Ship Addr Line 2
    51. Optional- Configure Ship Addr Line 3
    52. Optional- Configure Ship Addr Line 4
    53. Optional- Configure Ship Addr Line 5
    54. Optional- Configure Ship Addr Long
    55. Optional- Configure Ship Addr Postal Code
    56. Optional- Configure Taxable
    57. Optional- Select a Tax Exemption Reason Id
    58. Optional- Configure Web Addr
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

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Update Customer with Quickbooks Sandbox API on New Submission (Instant) from Jotform API
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Update Customer with Quickbooks Sandbox API on New Scheduled Tasks from Pipedream API
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Update Customer with Quickbooks Sandbox API on New Download Counts from npm API
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Update Customer on Quickbooks Sandbox
Description:Updates a customer. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/customer#full-update-a-customer)
Version:0.0.1
Key:quickbooks_sandbox-update-customer

Code

import app from "../../quickbooks_sandbox.app.mjs";
import common from "../../../quickbooks/actions/update-customer/update-customer.mjs";

import { adjustPropDefinitions } from "../../common/utils.mjs";

const {
  name, description, type, ...others
} = common;
const props = adjustPropDefinitions(others.props, app);

export default {
  ...others,
  key: "quickbooks_sandbox-update-customer",
  version: "0.0.1",
  name,
  description,
  type,
  props: {
    quickbooks: app,
    ...props,
  },
};

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
Quickbooks SandboxquickbooksappThis component uses the Quickbooks Sandbox app.
Customer ReferencecustomerIdstringSelect a value from the drop down menu.
Display NamedisplayNamestring

The name of the person or organization as displayed. Must be unique across all Customer, Vendor, and Employee objects. Cannot be removed with sparse update. If not supplied, the system generates DisplayName by concatenating customer name components supplied in the request from the following list: Title, GivenName, MiddleName, FamilyName, and Suffix.

Titletitlestring

Title of the person. This tag supports i18n, all locales. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, Suffix, or FullyQualifiedName attributes are required during create.

Given NamegivenNamestring

Given name or first name of a person. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.

Middle NamemiddleNamestring

Middle name of the person. The person can have zero or more middle names. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.

Family NamefamilyNamestring

Family name or the last name of the person. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.

Suffixsuffixstring

Suffix of the name. For example, Jr. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.

Currency CodecurrencyRefValuestringSelect a value from the drop down menu.
Activeactiveboolean

If true, this entity is currently enabled for use by QuickBooks. If there is an amount in Customer.Balance when setting this Customer object to inactive through the QuickBooks UI, a CreditMemo balancing transaction is created for the amount.

Alternate Phone Free Form NumberalternatePhoneFreeFormNumberstring

Specifies the alternate phone number in free form.

AR Account Ref ValuearAccountRefValuestringSelect a value from the drop down menu.
Bill Addr CitybillAddrCitystring

City name for the billing address.

Bill Addr CountrybillAddrCountrystring

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

Bill Addr Country Sub Division CodebillAddrCountrySubDivisionCodestring

Region within a country for the billing address. For example, state name for USA, province name for Canada.

Bill Addr LatebillAddrLatestring

Latitude coordinate of Geocode (Geospacial Entity Object Code). INVALID is returned for invalid addresses.

Bill Addr Line 1billAddrLine1string

First line of the billing address.

Bill Addr Line 2billAddrLine2string

Second line of the billing address.

Bill Addr Line 3billAddrLine3string

Third line of the billing address.

Bill Addr Line 4billAddrLine4string

Fourth line of the billing address.

Bill Addr Line 5billAddrLine5string

Fifth line of the billing address.

Bill Addr LongbillAddrLongstring

Longitude coordinate of Geocode (Geospacial Entity Object Code). INVALID is returned for invalid addresses.

Bill Addr Postal CodebillAddrPostalCodestring

Postal code for the billing address. For example, zip code for USA and Canada.

Bill With ParentbillWithParentboolean

If true, this Customer object is billed with its parent. If false, or null the customer is not to be billed with its parent. This attribute is valid only if this entity is a Job or sub Customer.

Business NumberbusinessNumberstring

Also called, PAN (in India) is a code that acts as an identification for individuals, families and corporates, especially for those who pay taxes on their income.

Company NamecompanyNamestring

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

Customer TypecustomerTypeRefValuestringSelect a value from the drop down menu.
Default Tax Code ValuedefaultTaxCodeValuestring

ID of the default tax code associated with this Customer object. Reference is valid if Customer.Taxable is set to true; otherwise, it is ignored. If automated sales tax is enabled (Preferences.TaxPrefs.PartnerTaxEnabled is set to true) the default tax code is set by the system and can not be overridden. Query the TaxCode name list resource to determine the appropriate TaxCode object for this reference. Use TaxCode.Id from that object for DefaultTaxCodeRef.value.

Fax Free Form NumberfaxFreeFormNumberstring

Specifies the fax number in free form.

G S T I NGSTINstring

GSTIN is an identification number assigned to every GST registered business.

Gst Registration TypegstRegistrationTypestringSelect a value from the drop down menu:GST_REG_REGGST_REG_COMPGST_UNREGCONSUMEROVERSEASSEZDEEMED
Jobjobboolean

If true, this is a Job or sub-customer. If false or null, this is a top level customer, not a Job or sub-customer.

Mobile Free Form NumbermobileFreeFormNumberstring

Specifies the mobile phone number in free form.

Notesnotesstring

Free form text describing the Customer.

Payment MethodpaymentMethodRefValuestringSelect a value from the drop down menu.
Preferred Delivery MethodpreferredDeliveryMethodstringSelect a value from the drop down menu:PrintEmailNone
Primary Email AddrprimaryEmailAddrstring

Primary email address.

Primary Phone Free Form NumberprimaryPhoneFreeFormNumberstring

Specifies the primary phone number in free form.

Primary Tax IdentifierprimaryTaxIdentifierstring

Also called Tax Reg. No in ( UK ) , ( CA ) , ( IN ) , ( AU ) represents the tax ID of the Person or Organization. This value is masked in responses, exposing only last five characters. For example, the ID of 123-45-6789 is returned as XXXXXX56789.

Print On Check NameprintOnCheckNamestring

Name of the person or organization as printed on a check. If not provided, this is populated from DisplayName. Constraints: Cannot be removed with sparse update.

Resale NumresaleNumstring

Resale number or some additional info about the customer.

Term IDssaleTermRefValuestringSelect a value from the drop down menu.
Secondary Tax IdentifiersecondaryTaxIdentifierstring

Also called UTR No. in ( UK ) , CST Reg No. ( IN ) also represents the tax registration number of the Person or Organization. This value is masked in responses, exposing only last five characters. For example, the ID of 123-45-6789 is returned as XXXXXX56789

Ship Addr CityshipAddrCitystring

City name for the shipping address.

Ship Addr CountryshipAddrCountrystring

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

Ship Addr Country Sub Division CodeshipAddrCountrySubDivisionCodestring

Region within a country for the shipping address. For example, state name for USA, province name for Canada.

Ship Addr IdshipAddrIdstring

Unique identifier of the QuickBooks object for the shipping address, used for modifying the address.
The ShippingAddr object represents the default shipping address. If a physical address is updated from within the transaction object, the QuickBooks Online API flows individual address components differently into the Line elements of the transaction response then when the transaction was first created:

  • Line1 and Line2 elements are populated with the customer name and company name.
  • Original Line1 through Line5 contents, City, SubDivisionCode, and PostalCode flow into Line3 through Line5 as a free format strings.
Ship Addr LateshipAddrLatestring

Latitude coordinate of Geocode (Geospacial Entity Object Code). INVALID is returned for invalid addresses.

Ship Addr Line 1shipAddrLine1string

First line of the shipping address.

Ship Addr Line 2shipAddrLine2string

Second line of the shipping address.

Ship Addr Line 3shipAddrLine3string

Third line of the shipping address.

Ship Addr Line 4shipAddrLine4string

Fourth line of the shipping address.

Ship Addr Line 5shipAddrLine5string

Fifth line of the shipping address.

Ship Addr LongshipAddrLongstring

Longitude coordinate of Geocode (Geospacial Entity Object Code). INVALID is returned for invalid addresses.

Ship Addr Postal CodeshipAddrPostalCodestring

Postal code for the shipping address. For example, zip code for USA and Canada.

Taxabletaxableboolean

If true, transactions for this customer are taxable. Default behavior with minor version 10 and above: true, if DefaultTaxCodeRef is defined or false if TaxExemptionReasonId is set.

Tax Exemption Reason IdtaxExemptionReasonIdstringSelect a value from the drop down menu:123456789101112131415
Web AddrwebAddrstring

Website address.

Authentication

Quickbooks Sandbox uses OAuth authentication. When you connect your Quickbooks Sandbox account, Pipedream will open a popup window where you can sign into Quickbooks Sandbox and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Quickbooks Sandbox API.

Pipedream requests the following authorization scopes when you connect your account:

com.intuit.quickbooks.accountingopenidprofileemail

About Quickbooks Sandbox

Online accounting software

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Create Customer with the Quickbooks Sandbox API

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