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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_ref_value
    4. Optional- Configure customer_ref_name
    5. Optional- Configure currency_ref_value
    6. Optional- Configure currency_ref_name
    7. Optional- Configure minorversion
  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

Details

This is a pre-built, open source 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.
Version:0.1.1
Key:quickbooks-create-invoice

Code

// legacy_hash_id: a_m8ij6m
import { axios } from "@pipedream/platform";

export default {
  key: "quickbooks-create-invoice",
  name: "Create Invoice",
  description: "Creates an invoice.",
  version: "0.1.1",
  type: "action",
  props: {
    quickbooks: {
      type: "app",
      app: "quickbooks",
    },
    line_items: {
      type: "any",
      description: "The minimum line item required for the request is one of the following: \n* `SalesItemLine` type\n* `GroupLine` type\nand Inline subtotal using `DescriptionOnlyLine`",
    },
    customer_ref_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`.",
    },
    customer_ref_name: {
      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.DisplayName ` from that object for `CustomerRef.name`.",
      optional: true,
    },
    currency_ref_value: {
      type: "string",
      description: "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.\nMulticurrency is enabled for the company if `Preferences.MultiCurrencyEnabled` is set to `true`. Read more about multicurrency support [here](https://developer.intuit.com/docs?RedirectID=MultCurrencies). Required if multicurrency is enabled for the company.",
      optional: true,
    },
    currency_ref_name: {
      type: "object",
      description: "The full name of the currency.",
      optional: true,
    },
    minorversion: {
      type: "string",
      description: "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:\n`https://quickbooks.api.intuit.com/v3/company/<realmId>/journalentry/entityId?minorversion=1`",
      optional: true,
    },
  },
  async run({ $ }) {
  // See Quickbooks API docs at: https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/invoice#create-an-invoice

    if (!this.line_items || !this.customer_ref_value) {
      throw new Error("Must provide line_items, and customer_ref_value parameters.");
    }

    return await axios($, {
      method: "post",
      url: `https://quickbooks.api.intuit.com/v3/company/${this.quickbooks.$auth.company_id}/invoice`,
      headers: {
        "Authorization": `Bearer ${this.quickbooks.$auth.oauth_access_token}`,
        "accept": "application/json",
        "content-type": "application/json",
      },
      data: {
        Line: this.line_items,
        CustomerRef: {
          value: this.customer_ref_value,
          name: this.customer_ref_name,
        },
        CurrencyRef: {
          value: this.currency_ref_value,
          name: this.currency_ref_name,
        },
      },
      params: {
        minorversion: this.minorversion,
      },
    });
  },
};

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_itemsany

The minimum line item required for the request is one of the following:

  • SalesItemLine type
  • GroupLine type
    and Inline subtotal using DescriptionOnlyLine
customer_ref_valuestring

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_ref_namestring

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_ref_valuestring

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_ref_nameobject

The full name of the currency.

minorversionstring

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