← Schedule + Quickbooks Sandbox integrations

Create Bill Payment with Quickbooks Sandbox API on Weekly schedule from Schedule API

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Trigger workflow on
Weekly schedule from the Schedule API
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Create Bill Payment with the Quickbooks Sandbox API
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Getting Started

This integration creates a workflow with a Schedule trigger and Quickbooks Sandbox action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the Weekly schedule trigger
    1. Connect your Schedule account
    2. Configure Cron Schedule
  3. Configure the Create Bill Payment action
    1. Connect your Quickbooks Sandbox account
    2. Configure total_amt
    3. Configure vendor_ref_value
    4. Configure line
    5. Select a pay_type
    6. Optional- Configure vendor_ref_name
    7. Optional- Configure currency_ref_value
    8. Optional- Configure currency_ref_name
    9. Optional- Configure cc_account_ref_value
    10. Optional- Configure cc_account_ref_name
    11. Optional- Configure bank_account_ref_value
    12. Optional- Configure bank_account_ref_name
    13. Optional- Configure minorversion
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are 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.

Trigger

Description:Trigger your workflow on one or more days each week at a specific time (with timezone support).
Version:0.0.1
Key:schedule-weekly

Schedule Overview

With Schedule - A trigger provided by Pipedream - You can easily build
automated workflows that run on regular times or intervals. Some examples of
things that you can build using the Schedule API include:

  • Automated data retrieval from a third-party service, like pulling stats from
    your Salesforce account on a set schedule.
  • Uploading new data sets to a database with a predetermined interval.
  • Automatic emails to customers or leads at a certain time of the day.
  • Automating data analysis based on a set schedule.
  • Automatically optimizing social media postings according to a specified
    timeline.
  • Updating webpages at a certain interval with newly available content.
  • Re-running reports on a periodic basis.
  • Refreshing a cache of data at a given frequency.

Trigger Code

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

export default {
  name: "Weekly schedule",
  version: "0.0.1",
  key: "schedule-weekly",
  type: "source",
  description: "Trigger your workflow on one or more days each week at a specific time (with timezone support).",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 10 * * 1",
      },
    },
  },
};

Trigger 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
SchedulescheduleappThis component uses the Schedule app.
Cron Schedulecron$.interface.timer

Enter a cron expression

Trigger Authentication

The Schedule API does not require authentication.

About Schedule

Trigger workflows on an interval or cron schedule.

Action

Description:Creates a bill payment.
Version:0.1.1
Key:quickbooks_sandbox-create-payment

Quickbooks Sandbox Overview

QuickBooks Sandbox API provides a powerful and reliable platform to develop,
customize, and test applications related to accounting and finance. The API
allows developers to access a variety of features, such as:

  • Create, read, update and delete financial data.
  • Create and manage Invoices, Estimates, Orders, Payments and other objects.
  • Log in and manage customers, vendors, and suppliers.
  • Record and manage expenses, taxes, banking transactions and other financial
    transactions.

With the Quickbooks Sandbox API, you can build the following applications:

  • A financial record-keeping and reporting app.
  • An expense manager and budget tracker.
  • A customer, vendor & supplier management system.
  • A payments & receipts processing application.
  • An invoicing & estimate management system.
  • An accounts receivable & payable system.
  • A multi-currency payment processing system.
  • A tax calculation and reporting tool.
  • A virtual banking application.
  • A dynamic accounting dashboard.

Action Code

// legacy_hash_id: a_l0i8d0
import { axios } from "@pipedream/platform";

export default {
  key: "quickbooks_sandbox-create-payment",
  name: "Create Bill Payment",
  description: "Creates a bill payment.",
  version: "0.1.1",
  type: "action",
  props: {
    quickbooks_sandbox: {
      type: "app",
      app: "quickbooks_sandbox",
    },
    total_amt: {
      type: "string",
      description: "Indicates the total amount of the associated with this payment. This includes the total of all the payments from the BillPayment Details.",
    },
    vendor_ref_value: {
      type: "string",
      description: "The id of the vendor reference for this transaction.",
    },
    line: {
      type: "any",
      description: "Individual line items representing zero or more `Bill`, `VendorCredit`, and `JournalEntry` objects linked to this BillPayment object.. Valid Line type for create: `LinkedTxnLine`.",
    },
    pay_type: {
      type: "string",
      description: "The payment type. Valid values include: `Check`, `CreditCard`",
      options: [
        "Check",
        "CreditCard",
      ],
    },
    vendor_ref_name: {
      type: "string",
      description: "The name of the vendor reference for this transaction.",
      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,
    },
    cc_account_ref_value: {
      type: "string",
      description: "The id of the credit card account reference. Required when `PayType` is `CreditCard`. Query the Account name list resource to determine the appropriate Account object for this reference. Use `Account.Id` from that object for `CCAccountRef.value`. The specified account must have `Account.AccountType` set to `Credit Card` and `Account.AccountSubType` set to `CreditCard`. Inject with data only if the payment was transacted through Intuit Payments API.",
      optional: true,
    },
    cc_account_ref_name: {
      type: "string",
      description: "The name of the credit card account reference. Query the Account name list resource to determine the appropriate Account object for this reference. Use `Account.Name` from that object for `CCAccountRef.name`. The specified account must have `Account.AccountType` set to `Credit Card` and `Account.AccountSubType` set to `CreditCard`. Inject with data only if the payment was transacted through Intuit Payments API.",
      optional: true,
    },
    bank_account_ref_value: {
      type: "string",
      description: "The id of the bank account reference. Required when `PayType` is `Check`. Query the Account name list resource to determine the appropriate Account object for this reference. Use `Account.Id` from that object for `APAccountRef.value`. The specified account must have `Account.AccountType` set to `Bank` and `Account.AccountSubType` set to `Checking`.",
      optional: true,
    },
    bank_account_ref_name: {
      type: "string",
      description: "The name of the bank account reference. Query the Account name list resource to determine the appropriate Account object for this reference. Use `Account.Name` from that object for `APAccountRef.name`. The specified account must have `Account.AccountType` set to `Bank` and `Account.AccountSubType` set to `Checking`.",
      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/billpayment#create-a-billpayment

    if (!this.total_amt || !this.vendor_ref_value || !this.line || !this.pay_type) {
      throw new Error("Must provide total_amt, and vendor_ref_value, line, and pay_type parameters.");
    }

    return await axios($, {
      method: "post",
      url: `https://sandbox-quickbooks.api.intuit.com/v3/company/${this.quickbooks_sandbox.$auth.company_id}/billpayment`,
      headers: {
        "Authorization": `Bearer ${this.quickbooks_sandbox.$auth.oauth_access_token}`,
        "accept": "application/json",
        "content-type": "application/json",
      },
      data: {
        TotalAmt: this.total_amt,
        VendorRef: {
          value: this.vendor_ref_value,
          name: this.vendor_ref_name,
        },
        Line: this.line,
        PayType: this.pay_type,
        CurrencyRef: {
          value: this.currency_ref_value,
          name: this.currency_ref_name,
        },
        CreditCardPayment: {
          CCAccountRef: {
            value: this.cc_account_ref_value,
            name: this.cc_account_ref_name,
          },
        },
        CheckPayment: {
          BankAccountRef: {
            value: this.bank_account_ref_value,
            name: this.bank_account_ref_name,
          },
        },
      },
      params: {
        minorversion: this.minorversion,
      },
    });
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
Quickbooks Sandboxquickbooks_sandboxappThis component uses the Quickbooks Sandbox app.
total_amttotal_amtstring

Indicates the total amount of the associated with this payment. This includes the total of all the payments from the BillPayment Details.

vendor_ref_valuevendor_ref_valuestring

The id of the vendor reference for this transaction.

linelineany

Individual line items representing zero or more Bill, VendorCredit, and JournalEntry objects linked to this BillPayment object.. Valid Line type for create: LinkedTxnLine.

pay_typepay_typestringSelect a value from the drop down menu:CheckCreditCard
vendor_ref_namevendor_ref_namestring

The name of the vendor reference for this transaction.

currency_ref_valuecurrency_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_namecurrency_ref_nameobject

The full name of the currency.

cc_account_ref_valuecc_account_ref_valuestring

The id of the credit card account reference. Required when PayType is CreditCard. Query the Account name list resource to determine the appropriate Account object for this reference. Use Account.Id from that object for CCAccountRef.value. The specified account must have Account.AccountType set to Credit Card and Account.AccountSubType set to CreditCard. Inject with data only if the payment was transacted through Intuit Payments API.

cc_account_ref_namecc_account_ref_namestring

The name of the credit card account reference. Query the Account name list resource to determine the appropriate Account object for this reference. Use Account.Name from that object for CCAccountRef.name. The specified account must have Account.AccountType set to Credit Card and Account.AccountSubType set to CreditCard. Inject with data only if the payment was transacted through Intuit Payments API.

bank_account_ref_valuebank_account_ref_valuestring

The id of the bank account reference. Required when PayType is Check. Query the Account name list resource to determine the appropriate Account object for this reference. Use Account.Id from that object for APAccountRef.value. The specified account must have Account.AccountType set to Bank and Account.AccountSubType set to Checking.

bank_account_ref_namebank_account_ref_namestring

The name of the bank account reference. Query the Account name list resource to determine the appropriate Account object for this reference. Use Account.Name from that object for APAccountRef.name. The specified account must have Account.AccountType set to Bank and Account.AccountSubType set to Checking.

minorversionminorversionstring

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

Action Authentication

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

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

com.intuit.quickbooks.accounting

About Quickbooks Sandbox

Online accounting software

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