Unable to set RefNumber via QuickBooks XML (qbXML version 11.0) - quickbooks

I've tried both CheckAdd and CheckMod, and have been unable to set the RefNumber using QuickBooks Pro 2012 on Windows XP. I searched for RefNumber in the QuickBooks SDK Concepts Manual and didn't see anything that might address this problem. On the web, I did see a QODBC post on the topic.
Here's the CheckMod I tried. I don't receive an error when I issue this request; the RefNumber just isn't set.
<?xml version="1.0" encoding="utf-8"?>
<?qbxml version="11.0"?>
<QBXML>
<QBXMLMsgsRq onError="stopOnError">
<CheckModRq>
<CheckMod> <!-- required -->
<TxnID >85-1388374219</TxnID> <!-- required -->
<EditSequence >1388374219</EditSequence> <!-- required -->
<RefNumber>12345678901</RefNumber>
</CheckMod>
</CheckModRq>
</QBXMLMsgsRq>
</QBXML>

I had the same issue, only using QBFC. I fixed it by changing the line :
requestMsgSet = sessionManager.CreateMsgSetRequest("US", 2, 0)
To:
requestMsgSet = sessionManager.CreateMsgSetRequest("US", 13, 0)
So by referencing QBXMLMajorVersion that was older they changed something so it would stop saving the refnumber. Changing it to the 13 fixed it.

One thing to keep in mind is if the check is marked "To Be Printed" (or "Print Later" in later versions of QuickBooks), you'll need to mod this to false in order for the RefNum to save. I tested using the following request (my TxnID and EditSequence will of course be different):
<?xml version="1.0" encoding="utf-8"?>
<?qbxml version="11.0"?>
<QBXML>
<QBXMLMsgsRq onError = "stopOnError">
<CheckModRq requestID = "0">
<CheckMod>
<TxnID>3CF-1389105873</TxnID>
<EditSequence>1389106557</EditSequence>
<RefNumber>12345678901</RefNumber>
<IsToBePrinted>0</IsToBePrinted>
</CheckMod>
</CheckModRq>
</QBXMLMsgsRq>
</QBXML>

Related

XML Error while Modifying Sales Order in QB Desktop

I am trying to modify a sales order created in QB Desktop. But it gives me XML error
0x80040400: QuickBooks found an error when parsing the provided XML text stream.
Here is my XML Request
<?xml version="1.0" encoding="ISO-8859-1"?>
<?qbxml version="11.0"?>
<QBXML>
<QBXMLMsgsRq onError="stopOnError">
<SalesOrderModRq>
<SalesOrderMod>
<TxnID>1-1672737866</TxnID>
<EditSequence>1672737866</EditSequence>
<CustomerRef>
<FullName>156004 Loose Bee Ln</FullName>
</CustomerRef>
<TxnDate>2023-01-03</TxnDate>
<BillAddress>
<Addr1>123</Addr1>
<Addr2></Addr2>
<City>Gity</City>
<State>Ritham</State>
<PostalCode>5555</PostalCode>
<Country>Universe</Country>
</BillAddress>
<PONumber>4444444</PONumber>
<Other>Southshore Bay</Other>
<SalesOrderLineMod>
<TxnID>3-1672737866</TxnID
<ItemRef>
<FullName>Single Family - One Story</FullName>
</ItemRef>
<Desc>Foundation</Desc>
<Quantity>1</Quantity>
<Amount>85.00</Amount>
<DataExtMod>
<OwnerID>0</OwnerID>
<DataExtName>Lot</DataExtName>
<DataExtValue>8/98</DataExtValue>
</DataExtMod>
<DataExtMod>
<OwnerID>0</OwnerID>
<DataExtName>Address</DataExtName>
<DataExtValue>156004 Loose Bee Ln</DataExtValue>
</DataExtMod>
</SalesOrderLineMod>
</SalesOrderMod>
</SalesOrderModRq>
</QBXMLMsgsRq>
</QBXML>
Any help is highly appreciatable..
Whenever you get this error:
0x80040400: QuickBooks found an error when parsing the provided XML text stream
It means you used an XML tag incorrectly, an unsupported XML tag, or an XML tag in the wrong order.
You can refer to the documentation to see what supported tags, their order, etc. are:
https://developer.intuit.com/app/developer/qbdesktop/docs/api-reference/qbdesktop/salesordermod
At least at first glance, I can see that TxnID inside SalesOrderLineMod is not correct (maybe you meant TxnLineID instead?):
<SalesOrderLineMod>
<TxnID>3-1672737866</TxnID
It may also be worth double-checking those DataExtMod tags too.

QBXML SalesOrderAdd issue

I am trying to create SalesOrder through QBWebConnector (backend - Rails + qbwc), following Onscreen Reference for Intuit Software Development Kits, and it says that SalesOrderAdd requires only CustomerRef attribute, but QBXML validator says:
Line: 10
LinePos: 9
Src Text: </SalesOrderAdd>
Reason: Element content is incomplete according to the DTD/Schema.
Expecting: ClassRef, TemplateRef, TxnDate, RefNumber, BillAddress, ShipAddress, PONumber, TermsRef, DueDate, SalesRepRef, FOB, ShipDate.
QBXML Request is:
<?xml version="1.0" encoding="ISO-8859-1"?>
<?qbxml version="7.0"?>
<QBXML>
<QBXMLMsgsRq onError="stopOnError">
<SalesOrderAddRq>
<SalesOrderAdd>
<CustomerRef>
<FullName>Test customer</FullName>
</CustomerRef>
</SalesOrderAdd>
</SalesOrderAddRq>
</QBXMLMsgsRq>
</QBXML>
Why is that? Can I change this behavior somehow (omit all tags except pointed as required in Onscreen Reference)?
The OSR is... less than perfect. But it does indicate there are additional required fields.
You need to add at least one line item or group line.

Quickbook SalesOrderQueryRq xml provide QuickBooks found an error when parsing the provided XML text stream

I want to get sales order from Quickbook Desktop.
From Quickbook reference i am using Salesorderquery(2.1)
Below is the XML i am using
<?xml version="1.0" encoding="utf-8"?>
<?qbxml version="13.0"?>
<QBXML>
<QBXMLMsgsRq onError="stopOnError">
<SalesOrderQueryRq metaData="ENUMTYPE" iterator="ENUMTYPE" iteratorID="UUIDTYPE"/>
</QBXMLMsgsRq>
</QBXML>
but when i try to test the xml request via SDKTESTPLUS3 i am getting below error
QuickBooks found an error when parsing the provided XML text stream.
Can you please tell me what i am doing wrong in this request.
You have a few problems here:
metaData="ENUMTYPE" - This is an enum (https://en.wikipedia.org/wiki/Enumerated_type), and ENUMTYPE is not a valid value for the enum. Either remove this attribute, or specify a valid type.
iterator="ENUMTYPE" - This is also an enum, same deal.
iteratorID="UUIDTYPE" - This is supposed to be a UUID. If you aren't continuing an iterator, you should leave this attribute out. Otherwise, use the UUID for the iterator.
Also, some versions of QuickBooks use an XML parser that doesn't like self-closed tags. Try this instead:
<?xml version="1.0" encoding="utf-8"?>
<?qbxml version="13.0"?>
<QBXML>
<QBXMLMsgsRq onError="stopOnError">
<SalesOrderQueryRq></SaalesOrderQueryRq>
</QBXMLMsgsRq>
</QBXML>

How to open the QuickBooks Desktop UI and prefill an invoice with items?

I'm using Intuit QuickBooks Pro 2015.
With QBXMLRP2 and with the following XML file I can open the QuickBooks UI and prefill a new invoice with the desired customer, on this case: George Clooney.
<?xml version="1.0" ?>
<?qbxml version="4.0"?>
<QBXML>
<QBXMLMsgsRq onError="stopOnError">
<TxnDisplayAddRq requestID = "1">
<TxnDisplayAddType>Invoice</TxnDisplayAddType>
<EntityRef>
<FullName>George Clooney</FullName>
</EntityRef>
</TxnDisplayAddRq>
</QBXMLMsgsRq>
</QBXML>
Until here everything is OK.
My problem is that I need to add items to this invoice.
Then, I try something like:
<?xml version="1.0" ?>
<?qbxml version="4.0"?>
<QBXML>
<QBXMLMsgsRq onError="stopOnError">
<TxnDisplayAddRq requestID = "1">
<TxnDisplayAddType>Invoice</TxnDisplayAddType>
<EntityRef>
<FullName>George Clooney</FullName>
</EntityRef>
<InvoiceLineAdd>
<Desc>For the house</Desc>
<Quantity>1</Quantity>
<Rate>120.00</Rate>
</InvoiceLineAdd>
</TxnDisplayAddRq>
</QBXMLMsgsRq>
</QBXML>
but I get the following error:
Exception: QuickBooks found an error when parsing the provided XML text stream.
On the Programmer's Guide I don't find the way to do this:
https://developer-static.intuit.com/qbSDK-current/doc/PDF/QBSDK_ProGuide.pdf
Here are the available XML examples:
https://github.com/IntuitDeveloper/QBXML_SDK13_Samples/tree/master/xmlfiles/legacy
For my example I used specifically, the file: TxnDisplayAdd_Invoice.xml.
My question: How do I add items to this new invoice?
Thanks.
You should refer to the QuickBooks OSR for qbXML reference:
https://developer-static.intuit.com/qbsdk-current/common/newosr/index.html
The supported XML request nodes look like this:
<?xml version="1.0" encoding="utf-8"?>
<?qbxml version="13.0"?>
<QBXML>
<QBXMLMsgsRq onError="stopOnError">
<TxnDisplayAddRq>
<!-- TxnDisplayAddType may have one of the following values: Bill, BillPayment, BuildAssembly, Charge, Check, CreditCardCharge, CreditCardCredit, CreditMemo, Deposit, Estimate, InventoryAdjustment, Invoice, ItemReceipt, JournalEntry, PurchaseOrder, ReceivePayment, SalesOrder, SalesReceipt, SalesTaxPaymentCheck, VendorCredit -->
<TxnDisplayAddType >ENUMTYPE</TxnDisplayAddType> <!-- required -->
<EntityRef> <!-- optional -->
<ListID >IDTYPE</ListID> <!-- optional -->
<FullName >STRTYPE</FullName> <!-- optional -->
</EntityRef>
</TxnDisplayAddRq>
</QBXMLMsgsRq>
</QBXML>
In short - you can't do what you're trying to do. QuickBooks doesn't support it.
The only thing you can pre-fill is the entity (customer).

Using QBWeb Connector to Sync Customers

I am facing this issue, when i am trying to create new customer in Quick Books.
I was having actual name of Customer at my php side was "IbáñezOmar" and when it converts to UTF-8 encoding, it becomes "IbáñezOmar".
But when this customer created in Quick Books the name totally changes to "Ib????ezOmar"
Please can anyone help how can i fix this issue?
<?xml version="1.0" encoding="utf-8"?><?qbxml version="11.0"?>
<QBXML>
<QBXMLMsgsRq onError="continueOnError">
<CustomerAddRq>
<CustomerAdd>
<Name >IbáñezOmar</Name>
<IsActive >1</IsActive>
<CompanyName >IbáñezOmar</CompanyName>
<Salutation ></Salutation>
<FirstName >Omar</FirstName>
<LastName >Ibáñez</LastName>
<Contact >Omar Ibáñez</Contact>
</CustomerAdd>
</CustomerAddRq>
</QBXMLMsgsRq>
</QBXML>

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