← QuickBooks

Create Sales Receipt with QuickBooks API

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Create Sales Receipt with the QuickBooks API
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Getting Started

Create a workflow to Create Sales Receipt 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 Sales Receipt action
    1. Connect your QuickBooks account
    2. Configure Line Items
    3. Optional- Configure Currency Reference Value
    4. Optional- Configure Currency Reference Name
  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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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 Sales Receipt on QuickBooks
Description:Creates a sales receipt. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/salesreceipt#create-a-salesreceipt)
Version:0.0.2
Key:quickbooks-create-sales-receipt

Code

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

export default {
  key: "quickbooks-create-sales-receipt",
  name: "Create Sales Receipt",
  description: "Creates a sales receipt. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/salesreceipt#create-a-salesreceipt)",
  version: "0.0.2",
  type: "action",
  props: {
    quickbooks,
    lineItems: {
      propDefinition: [
        quickbooks,
        "lineItems",
      ],
    },
    currencyRefValue: {
      propDefinition: [
        quickbooks,
        "currencyRefValue",
      ],
      optional: true,
    },
    currencyRefName: {
      propDefinition: [
        quickbooks,
        "currencyRefName",
      ],
      optional: true,
    },
  },
  methods: {
    async createSalesReceipt({
      $, data,
    }) {
      return this.quickbooks._makeRequest(`company/${this.quickbooks._companyId()}/salesreceipt`, {
        method: "post",
        data,
      }, $);
    },
  },
  async run({ $ }) {
    try {
      if (typeof (this.lineItems) === "string") {
        this.lineItems = JSON.parse(this.lineItems);
      } else {
        this.lineItems = this.lineItems.map((lineItem) => typeof lineItem === "string"
          ? JSON.parse(lineItem)
          : lineItem);
      }
    } catch (error) {
      throw new ConfigurationError(`An error occurred while trying to parse the LineItems. Error: ${error}`);
    }

    const response = await this.createSalesReceipt({
      $,
      data: {
        Line: this.lineItems,
        CurrencyRef: this.currencyRefValue && {
          value: this.currencyRefValue,
          name: this.currencyRefName,
        },
      },
    });

    if (response) {
      $.export("summary", `Successfully created sales receipt with id ${response.SalesReceipt.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": "AccountBasedExpenseLineDetail", "Amount": 100.0, "AccountBasedExpenseLineDetail": { "AccountRef": { "name": "Meals and Entertainment", "value": "10" } } } ]

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.

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.

More Ways to Use QuickBooks

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