Create Payment with QuickBooks API

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Create Payment with the QuickBooks API

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Getting Started#

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

Configure the Create Payment action
1. Connect your QuickBooks account
2. Configure Total Amount
3. Configure Customer Reference Value
4. Optional- Configure Customer Reference Name
5. Optional- Configure Currency Reference Value
6. Optional- Configure Currency Reference Name
Select a trigger to run your workflow on HTTP requests, schedules or app events
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

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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 Payment on QuickBooks

Description:Creates a payment. [See docs here](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/payment#create-a-payment)

Version:0.0.5

Key:quickbooks-create-payment

View on GitHub

Code#

import quickbooks from "../../quickbooks.app.mjs";

export default {
  key: "quickbooks-create-payment",
  name: "Create Payment",
  description: "Creates a payment. [See docs here](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/payment#create-a-payment)",
  version: "0.0.5",
  type: "action",
  props: {
    quickbooks,
    totalAmount: {
      label: "Total Amount",
      description: "Indicates the total amount of the transaction. This includes the total of all the charges, allowances, and taxes. E.g. 25.0",
      type: "string",
    },
    customerRefValue: {
      label: "Customer Reference Value",
      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`.",
      type: "string",
    },
    customerRefName: {
      propDefinition: [
        quickbooks,
        "customerRefName",
      ],
    },
    currencyRefValue: {
      propDefinition: [
        quickbooks,
        "currencyRefValue",
      ],
    },
    currencyRefName: {
      propDefinition: [
        quickbooks,
        "currencyRefName",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.quickbooks.createPayment({
      $,
      data: {
        TotalAmt: this.totalAmount,
        CustomerRef: {
          value: this.customerRefValue,
          name: this.customerRefName,
        },
        CurrencyRef: {
          value: this.currencyRefValue,
          name: this.currencyRefName,
        },
      },
    });

    if (response) {
      $.export("summary", `Successfully created payment with id ${response.Payment.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.

Label	Prop	Type	Description
QuickBooks	`quickbooks`	`app`	This component uses the QuickBooks app.
Total Amount	`totalAmount`	`string`	Indicates the total amount of the transaction. This includes the total of all the charges, allowances, and taxes. E.g. 25.0
Customer Reference Value	`customerRefValue`	`string`	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 Name	`customerRefName`	`string`	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 Value	`currencyRefValue`	`string`	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 Name	`currencyRefName`	`string`	The full name of the currency.

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.accountingopenidprofileemail