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Create Profit and Loss Detail Report with QuickBooks API

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Create Profit and Loss Detail Report with the QuickBooks API
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Getting Started

Create a workflow to Create Profit and Loss Detail Report 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 Profit and Loss Detail Report action
    1. Connect your QuickBooks account
    2. Optional- Select one or more Customer Ids
    3. Optional- Select one or more Account Ids
    4. Optional- Select a Accounting Method
    5. Optional- Select a Date Macro
    6. Optional- Configure Start Date
    7. Optional- Configure End Date
    8. Optional- Select a Adjusted Gain Loss
    9. Optional- Select one or more Class Ids
    10. Optional- Select a Payment Method
    11. Optional- Select one or more Employee Ids
    12. Optional- Select one or more Department Ids
    13. Optional- Select one or more Vendor Ids
    14. Optional- Select a Account Type
    15. Optional- Select a Sort By
    16. Optional- Select one or more Columns
  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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Create Profit and Loss Detail Report with QuickBooks API on New Submission (Instant) from Jotform API
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Create Profit and Loss Detail Report with QuickBooks API on New Scheduled Tasks from Pipedream API
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Create Profit and Loss Detail Report with QuickBooks 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.

Create Profit and Loss Detail Report on QuickBooks
Description:Creates a profit and loss report in Quickbooks Online. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/profitandloss#query-a-report)
Version:0.0.1
Key:quickbooks-create-pl-report

Code

import quickbooks from "../../quickbooks.app.mjs";
import {
  DATE_MACRO_OPTIONS, PAYMENT_METHOD_OPTIONS, ACCOUNT_TYPE_OPTIONS, PROFIT_LOSS_REPORT_COLUMNS,
} from "../../common/constants.mjs";

export default {
  key: "quickbooks-create-pl-report",
  name: "Create Profit and Loss Detail Report",
  description: "Creates a profit and loss report in Quickbooks Online. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/profitandloss#query-a-report)",
  version: "0.0.1",
  type: "action",
  props: {
    quickbooks,
    customerIds: {
      propDefinition: [
        quickbooks,
        "customer",
      ],
      type: "string[]",
      label: "Customer Ids",
      description: "Filters report contents to include information for specified customers",
      optional: true,
    },
    accountIds: {
      propDefinition: [
        quickbooks,
        "accountIds",
      ],
    },
    accountingMethod: {
      propDefinition: [
        quickbooks,
        "accountingMethod",
      ],
    },
    dateMacro: {
      type: "string",
      label: "Date Macro",
      description: "Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the `start_date` and `end_date` to cover an explicit report date range",
      options: DATE_MACRO_OPTIONS,
      optional: true,
    },
    startDate: {
      type: "string",
      label: "Start Date",
      description: "The start date of the report, in the format `YYYY-MM-DD`. `start_date` must be less than `end_date`",
      optional: true,
    },
    endDate: {
      type: "string",
      label: "End Date",
      description: "The end date of the report, in the format `YYYY-MM-DD`. `start_date` must be less than `end_date`",
      optional: true,
    },
    adjustedGainLoss: {
      type: "string",
      label: "Adjusted Gain Loss",
      description: "Specifies whether unrealized gain and losses are included in the report",
      options: [
        "true",
        "false",
      ],
      optional: true,
    },
    classIds: {
      propDefinition: [
        quickbooks,
        "classIds",
      ],
    },
    paymentMethod: {
      type: "string",
      label: "Payment Method",
      description: "Filters report contents based on payment method",
      options: PAYMENT_METHOD_OPTIONS,
      optional: true,
    },
    employeeIds: {
      propDefinition: [
        quickbooks,
        "employeeIds",
      ],
    },
    departmentIds: {
      propDefinition: [
        quickbooks,
        "departmentIds",
      ],
    },
    vendorIds: {
      propDefinition: [
        quickbooks,
        "vendorIds",
      ],
    },
    accountType: {
      type: "string",
      label: "Account Type",
      description: "Account type from which transactions are included in the report",
      options: ACCOUNT_TYPE_OPTIONS,
      optional: true,
    },
    sortBy: {
      type: "string",
      label: "Sort By",
      description: "The column type used in sorting report rows",
      options: PROFIT_LOSS_REPORT_COLUMNS,
      optional: true,
    },
    columns: {
      propDefinition: [
        quickbooks,
        "columns",
      ],
      options: PROFIT_LOSS_REPORT_COLUMNS,
    },
  },
  async run({ $ }) {
    const response = await this.quickbooks.getProfitLossReport({
      $,
      params: {
        customer: this.customerIds,
        account: this.accountIds,
        accounting_method: this.accountingMethod,
        date_macro: this.dateMacro,
        start_date: this.startDate,
        end_date: this.endDate,
        adjusted_gain_loss: this.adjustedGainLoss,
        class: this.classIds,
        payment_method: this.paymentMethod,
        employee: this.employeeIds,
        department: this.departmentIds,
        vendor: this.vendorIds,
        account_type: this.accountType,
        sort_by: this.sortBy,
        columns: this.columns,
      },
    });
    if (response) {
      $.export("summary", "Successfully created Profit and Loss Detail Report");
    }
    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.
Customer IdscustomerIdsstring[]Select a value from the drop down menu.
Account IdsaccountIdsstring[]Select a value from the drop down menu.
Accounting MethodaccountingMethodstringSelect a value from the drop down menu:CashAccrual
Date MacrodateMacrostringSelect a value from the drop down menu:TodayYesterdayThis WeekLast WeekThis Week-to-dateLast Week-to-dateNext WeekNext 4 WeeksThis MonthLast MonthThis Month-to-dateLast Month-to-dateNext MonthThis Fiscal QuarterLast Fiscal QuarterThis Fiscal Quarter-to-dateLast Fiscal Quarter-to-dateNext Fiscal QuarterThis Fiscal YearLast Fiscal YearThis Fiscal Year-to-dateLast Fiscal Year-to-dateNext Fiscal Year
Start DatestartDatestring

The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date

End DateendDatestring

The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date

Adjusted Gain LossadjustedGainLossstringSelect a value from the drop down menu:truefalse
Class IdsclassIdsstring[]Select a value from the drop down menu.
Payment MethodpaymentMethodstringSelect a value from the drop down menu:CashCheckDinners ClubAmerican ExpressDiscoverMasterCardVisa
Employee IdsemployeeIdsstring[]Select a value from the drop down menu.
Department IdsdepartmentIdsstring[]Select a value from the drop down menu.
Vendor IdsvendorIdsstring[]Select a value from the drop down menu.
Account TypeaccountTypestringSelect a value from the drop down menu:AccountsPayableAccountsReceivableBankCostOfGoodsSoldCreditCardEquityExpenseFixedAssetIncomeLongTermLiabilityNonPostingOtherAssetOtherCurrentAssetOtherCurrentLiabilityOtherExpenseOtherIncome
Sort BysortBystringSelect a value from the drop down menu:create_bycreate_datedoc_numlast_mod_bylast_mod_datememonamepmt_mthdsplit_acctx_datetxn_typetax_codeklass_namedept_namedebt_amtcredit_amtnat_open_balsubt_nat_amountsubt_nat_amount_ntrbal_nat_amountrbal_nat_amount_nttax_amountnet_amountdebt_home_amtcredit_home_amtcurrencyexch_ratenat_home_open_balnat_foreign_open_balsubt_nat_home_amountsubt_nat_amount_home_ntrbal_nat_home_amountrbal_nat_amount_home_nthome_tax_amounthome_net_amount
Columnscolumnsstring[]Select a value from the drop down menu:create_bycreate_datedoc_numlast_mod_bylast_mod_datememonamepmt_mthdsplit_acctx_datetxn_typetax_codeklass_namedept_namedebt_amtcredit_amtnat_open_balsubt_nat_amountsubt_nat_amount_ntrbal_nat_amountrbal_nat_amount_nttax_amountnet_amountdebt_home_amtcredit_home_amtcurrencyexch_ratenat_home_open_balnat_foreign_open_balsubt_nat_home_amountsubt_nat_amount_home_ntrbal_nat_home_amountrbal_nat_amount_home_nthome_tax_amounthome_net_amount

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

About QuickBooks

QuickBooks Online is designed to help you manage your business finances with ease.

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New Invoice Updated from the QuickBooks API

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New Item Created from the QuickBooks API

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