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Create Invoice with Quickbooks API

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Create Invoice with the Quickbooks API
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Getting Started

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

  1. Configure the Create Invoice action
    1. Connect your Quickbooks account
    2. Configure Line Items
    3. Configure Customer Reference Value
    4. Optional- Configure Customer Reference Name
    5. Optional- Configure Currency Reference Value
    6. Optional- Configure Currency Reference Name
    7. Optional- Configure Minor Version
  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

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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.

Create Invoice on Quickbooks
Description:Creates an invoice. [See docs here](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/invoice#create-an-invoice)
Version:0.1.2
Key:quickbooks-create-invoice

Code

import { ConfigurationError } from "@pipedream/platform";
import quickbooks from "../../quickbooks.app.mjs";

export default {
  key: "quickbooks-create-invoice",
  name: "Create Invoice",
  description: "Creates an invoice. [See docs here](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/invoice#create-an-invoice)",
  version: "0.1.2",
  type: "action",
  props: {
    quickbooks,
    lineItems: {
      propDefinition: [
        quickbooks,
        "lineItems",
      ],
    },
    customerRefValue: {
      label: "Customer Reference Value",
      type: "string",
      description: "Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use `Customer.Id` from that object for `CustomerRef.value`.",
    },
    customerRefName: {
      propDefinition: [
        quickbooks,
        "customerRefName",
      ],
    },
    currencyRefValue: {
      propDefinition: [
        quickbooks,
        "currencyRefValue",
      ],
    },
    currencyRefName: {
      propDefinition: [
        quickbooks,
        "currencyRefName",
      ],
    },
    minorVersion: {
      propDefinition: [
        quickbooks,
        "minorVersion",
      ],
    },
  },
  async run({ $ }) {
    if (!this.lineItems || !this.customerRefValue) {
      throw new ConfigurationError("Must provide lineItems, and customerRefValue parameters.");
    }

    try {
      this.lineItems = this.lineItems.map((lineItem) => typeof lineItem === "string"
        ? JSON.parse(lineItem)
        : lineItem);
    } catch (error) {
      throw new ConfigurationError(`We got an error trying to parse the LineItems. Error: ${error}`);
    }

    const response = await this.quickbooks.createInvoice({
      $,
      data: {
        Line: this.lineItems,
        CustomerRef: {
          value: this.customerRefValue,
          name: this.customerRefName,
        },
        CurrencyRef: {
          value: this.currencyRefValue,
          name: this.currencyRefName,
        },
      },
      params: {
        minorversion: this.minorVersion,
      },
    });

    if (response) {
      $.export("summary", `Successfully created invoice with id ${response.Invoice.Id}`);
    }

    return response;
  },
};

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
QuickbooksquickbooksappThis component uses the Quickbooks app.
Line ItemslineItemsstring[]

Individual line items of a transaction. Valid Line types include: ItemBasedExpenseLine and AccountBasedExpenseLine. One minimum line item required for the request to succeed. E.g [ { "DetailType": "SalesItemLineDetail", "Amount": 100.0, "SalesItemLineDetail": { "ItemRef": { "name": "Services", "value": "1" } } } ]

Customer Reference ValuecustomerRefValuestring

Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use Customer.Id from that object for CustomerRef.value.

Customer Reference NamecustomerRefNamestring

Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use Customer.DisplayName from that object for CustomerRef.name.

Currency Reference ValuecurrencyRefValuestring

A three letter string representing the ISO 4217 code for the currency. For example, USD, AUD, EUR, and so on. This must be defined if multicurrency is enabled for the company.
Multicurrency is enabled for the company if Preferences.MultiCurrencyEnabled is set to true. Read more about multicurrency support here. Required if multicurrency is enabled for the company.

Currency Reference NamecurrencyRefNamestring

The full name of the currency.

Minor VersionminorVersionstring

Use the minorversion query parameter in REST API requests to access a version of the API other than the generally available version. For example, to invoke minor version 1 of the JournalEntry entity, issue the following request:
https://quickbooks.api.intuit.com/v3/company/<realmId>/journalentry/entityId?minorversion=1

Authentication

Quickbooks uses OAuth authentication. When you connect your Quickbooks account, Pipedream will open a popup window where you can sign into Quickbooks 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 API.

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

com.intuit.quickbooks.accounting

About Quickbooks

Online accounting software

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