A comprehensive guide on how to use the QuickBooks Online Connector effectively for managing customers, bills, employees, estimates, invoices, and more.
Overview
The QuickBooks Online Connector allows you to automate tasks within QuickBooks and integrate its capabilities with other applications. This guide outlines the various operations supported by QuickBooks, including customer management and bill processing.
Credentials
Before using the QuickBooks Connector, ensure that you have set up your QuickBooks credentials. Refer to QuickBooks' documentation for guidance on authentication.
Operations
Customer Management
The QuickBooks Connector supports various operations related to customer management:
-
Query a Customer
- API Endpoint: Query a Customer
- Use this operation to retrieve customer information based on specific queries.
-
Read a Customer
- API Endpoint: Read a Customer
- This operation allows you to fetch detailed information about a specific customer.
-
Update Customer
- API Endpoint: Update Customer
- Modify existing customer details as needed.
Bill Management
The connector also provides functionalities for managing bills:
- Create Bill
- Delete Bill
- Get Bill
- Get All Bills
- Update Bill
Employee Management
Operations for managing employees include:
- Create Employee
- Get Employee
- Get All Employees
- Update Employee
Estimate Management
Manage estimates effectively with the following operations:
- Create Estimate
- Delete Estimate
- Get Estimate
- Get All Estimates
- Send Estimate
- Update Estimate
Invoice Management
Operations for invoices include:
- Create Invoice
- Delete Invoice
- Get Invoice
- Get All Invoices
- Send Invoice
- Update Invoice
- Void Invoice
Additional Operations
The QuickBooks Connector also supports:
- Item Management: Get and retrieve all items.
- Payment Management: Create, delete, get, and send payments, as well as void payments.
- Purchase Management: Get and retrieve all purchases.
- Transaction Management: Get transaction reports.
- Vendor Management: Create, get, update, and retrieve all vendors.
Trigger Capability
The QuickBooks Connector also includes trigger functionality, allowing you to set up triggers based on specific events or conditions in your QuickBooks account. This feature enables you to define how often you want to call and trigger data updates. By configuring these triggers, you can automate data retrieval and processing according to your operational needs, ensuring that your application stays in sync with QuickBooks.
Handling Unsupported Operations
If the QuickBooks Connector does not support a specific operation you need, you can use the HTTP Request Node to call the QuickBooks API directly.
How to Use the HTTP Request Node
- Select Authentication: In the HTTP Request node, choose Authentication > Predefined Credential Type.
- Choose Service: Select QuickBooks from the list of services you want to connect to.
- Select Credential: Choose the credentials you created for QuickBooks.
Refer to the relevant documentation for more information on custom API operations.
This document provides a comprehensive guide on how to use the QuickBooks Online Connector effectively for managing customers, bills, employees, estimates, invoices, and more. If you have any further questions or require additional assistance, please feel free to reach out!