← Schedule + Quickbooks Sandbox integrations

Create Purchase with Quickbooks Sandbox API on Custom Interval from Schedule API

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Trigger workflow on
Custom Interval from the Schedule API
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Create Purchase 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 Custom Interval trigger
    1. Connect your Schedule account
    2. Configure Cron Schedule
  3. Configure the Create Purchase action
    1. Connect your Quickbooks Sandbox account
    2. Configure line_items
    3. Configure account_ref_value
    4. Select a payment_type
    5. Optional- Configure account_ref_name
    6. Optional- Configure currency_ref_value
    7. Optional- Configure currency_ref_name
    8. 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 every N hours, minutes or seconds.
Version:0.0.2
Key:schedule-custom-interval

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: "Custom Interval",
  version: "0.0.2",
  key: "schedule-custom-interval",
  type: "source",
  description: "Trigger your workflow every N hours, minutes or seconds.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
    },
  },
};

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 purchase.
Version:0.1.1
Key:quickbooks_sandbox-create-purchase

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_G1iL4w
import { axios } from "@pipedream/platform";

export default {
  key: "quickbooks_sandbox-create-purchase",
  name: "Create Purchase",
  description: "Creates a purchase.",
  version: "0.1.1",
  type: "action",
  props: {
    quickbooks_sandbox: {
      type: "app",
      app: "quickbooks_sandbox",
    },
    line_items: {
      type: "any",
      description: "Individual line items of a transaction. Valid `Line` type for create: `AccountBasedExpenseLine`",
    },
    account_ref_value: {
      type: "string",
      description: "Specifies the id of the account reference. Check must specify bank account, CreditCard must specify credit card account. Validation Rules:Valid and Active Account Reference of an appropriate type.",
    },
    payment_type: {
      type: "string",
      description: "Payment Type can be: `Cash`, `Check`, or `CreditCard`.",
      options: [
        "Cash",
        "Check",
        "CreditCard",
      ],
    },
    account_ref_name: {
      type: "string",
      description: "Specifies the name of the account reference. Check must specify bank account, CreditCard must specify credit card account. Validation Rules:Valid and Active Account Reference of an appropriate type.",
      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.account_ref_value) {
      throw new Error("Must provide line_items, and account_ref_value parameters.");
    }

    return await axios($, {
      method: "post",
      url: `https://sandbox-quickbooks.api.intuit.com/v3/company/${this.quickbooks_sandbox.$auth.company_id}/purchase`,
      headers: {
        "Authorization": `Bearer ${this.quickbooks_sandbox.$auth.oauth_access_token}`,
        "accept": "application/json",
        "content-type": "application/json",
      },
      data: {
        PaymentType: this.payment_type,
        AccountRef: {
          value: this.account_ref_value,
          name: this.account_ref_name,
        },
        Line: this.line_items,
        CurrencyRef: {
          value: this.currency_ref_value,
          name: this.currency_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.
line_itemsline_itemsany

Individual line items of a transaction. Valid Line type for create: AccountBasedExpenseLine

account_ref_valueaccount_ref_valuestring

Specifies the id of the account reference. Check must specify bank account, CreditCard must specify credit card account. Validation Rules:Valid and Active Account Reference of an appropriate type.

payment_typepayment_typestringSelect a value from the drop down menu:CashCheckCreditCard
account_ref_nameaccount_ref_namestring

Specifies the name of the account reference. Check must specify bank account, CreditCard must specify credit card account. Validation Rules:Valid and Active Account Reference of an appropriate type.

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.

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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