Add jobs to a customer in QuickBooks DeskTop using QBFC - quickbooks

I have a C# application and I want to add jobs to a customer using QBFC 12.0.
To explain further, say I have an object Customer with a nested object Jobs (here jobs are 5 lets say), first the customer syncs on QuickBooks Desktop and then its corresponding Jobs.

To add a job to a customer using QBFC you need to use a CustomerAdd object of QBFC. For entering job you need to add the listID of parent or ParentFullName of the job. QBFC will take care of generating the sublevel for the job you need to enter.
ICustomerAdd CustQ = default(ICustomerAdd);
CustQ = requestSet.AppendCustomerAddRq();
CustQ.Name.SetValue(jobName);
CustQ.ParentRef.FullName.SetValue(parentFullName);
IMsgSetResponse responseSet = sessionManager.DoRequests(requestSet);

Related

Tasks by Planner and To Do is not picking up the name which are already created via api

Here, I am building the plan in Microsoft Teams Planner from my codebase using Microsoft API's
Also, we can create a plan from the UI which Microsoft provides.
So, the confusion here is, let say I create a new plan with the name Plan from my codebase. With that, I can still create the plan from Tasks by Planner and To Do tab UI with the same name as Plan.
Also, I create two plans with the case for example Tasks and tasks are considered as different.
So, the above is normal behaviour or something is wrong with my interpretation?
Plan names are not required to be unique within a team. We also don't require all plans to show up as tabs. Tab names however are unique. When you create a plan in the API, it is not automatically added as a tab. When you create a new plan from the UI by adding a tab, it creates a new plan and a new tab linked to that plan. If you use same names in both actions, you'll end up with 2 plans with the same name, and one tab that connects to the plan created with the tab. You can rename plans in the (API or Planner UI) to help users to differentiate them easier.

Oracle SOA Process for orders management

This is about Oracle Oracle SOA 12c & BPEL Process
Actually, I work in project which allows the management of customer orders, each order passes through a seem of states. The project consisting of two parts :
Frontend/Backend application witch allow users to manage orders (create, change order state, ...)
Oracle SOA project witch contains different process
My objective is create new Oracle SOA Process (BPEL) in order to manage orders states:
Order states
Workflow :
After the creation of new order in the application Frontend/Backend, a new instance of Oracle BPEL process must be launched with the state : UNCONFIRMED
After each change of the created order state, the Oracle BPEL launched process (linked to the order) must change the state.
I note that many orders can be launched in the same time, so each process must be linked with a single order.
Questions :
How can I implement this Oracle Process ? with which component can I represent order states ? How can I link a created Order with an instance of Process ? with which mechanism can I change the state of process (linked with order)
Thanks

QuickBooks Create Jobs QBFC

Does anyone know if there is a way to add customer Jobs through QuickBooks desktop SDK? I see that I can add Customer and as part of that I can specify the Job info but that endpoint doesn't have other job info that goes with Job creation.
Jobs in QuickBooks are just Customers with a parent customer. e.g. Customers and Jobs are the same thing except that Jobs belong to a Customer.
So, create a Job exactly how you'd create a Customer, except make sure you set these fields:
ParentRef/ListID
Or
ParentRef/FullName
Which attach the job to a specific customer.

Quickbooks Desktop C# Integration

I am new to Quickbooks and given task of integrating Quickbooks desktop and web application(c#) via webconnector.I have written Webservice and communicated between Quickbooks and web application throught qbfc and qbxml.My doubts are,
Whenever a record is updated/inserted say for eg.Customer data ,I need it to be updated automatically to my webapplication..Is that possible?
How will I know that record is updated/inserted ?
Can someone please help me out?
Whenever a record is updated/inserted say for eg.Customer data ,I need
it to be updated automatically to my webapplication..Is that possible?
Yes.
How will I know that record is updated/inserted ?
Query QuickBooks by the TimeModified timestamp. That will give you a list of objects that have changed since the given date/time.
If you simply need one way integration ie. Whenever a new customer is created in Quickbooks add it to your database, then you can either write a windows service or a scheduled exe that runs every x minutes and updates the data.

Quickbooks QBXML and customerAdd

I am working with the Intuit Web Connector.
I am able to add customers using "customerAdd" and by using "openBalance" it creates an invoice.
I have tried everything to make it create an invoice number (the invoice that gets created has no number, just blank).
I would also like to have the item, qty and description.
Is this a job for "invoiceAdd"?
Thanks for looking.
If you're trying to create an Invoice, you should be using InvoiceAdd.
The only time you should be using OpenBalance is if the customer has an outstanding balance that's not the result of an invoice that you'll have in QuickBooks. e.g. if you're migrating from another accounting platform, you might have an open balance for someone when moving from the other system.
Beyond that, you should never be creating customers with an OpenBalance.
Instead, create an actual invoice. Here are some examples:
qbXML examples
InvoiceAdd example

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