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
Related
Is anyone knows how to create customized fileds in our Xero invoices? We are a tour company and we need to add the following fields.
Date of Sale, Booking ID, Guest Name, Tour Name, Children, Adults etc.
Our tour booking system is generating and sending the invoices automatically. I am using xero API to create the same invoice in Xero.
So I have to create an invoice using the API which would look like below
But I have only the following fields in Xero.
Description, Quantity, Unit price, Amount.
Because, I don't have fields such as booking id, guest name, tour name, I have to put all this information in the description so it looks like below when invoice is recorded in Xero.
The second issue is that the discount field is never shown on the xero invoice. We can see it inside the Xero when viewing an invoice it says Subtotal (includes a discount of 44.55) but this is never been shown on the actual invoice.
Also Every time I have to create a new line / item using the API if I have children attending to a tour. Please see the screenshot below.
This is a big issue for us as the invoice that is sent to a guest and the invoice that has been recorded in xero looks different. See the actual invoice below.
It will make my day if I could use the above mentioned fields in our invoices. Most importantly I should able to send the information for each field using the Xero API.
I am shocked that a famous online account system like Xero doesn't allow us to have this flexibility. Every business has their own unique data and for them to create their own fields means that a lot of the feature requests such as Order ID, Adults, Children etc. should be self defined. I would appreciate any comment and I would appreciate if you can tell me how to reach to Xero developer team as there is no phone number or email address on the offical xero website.
Xero simply does not provide this functionality in either their API or the native product. This should have been discovered during the due diligence phase when deciding what accounting package to use.
I need to create an INVOICE for a customer.
Invoice for existing customer and if not existed customer need to create for new customer.
I have been through this process,
[url]http://localhost/palmer_sdk/docs/example_app_ipp_v3/example_invoice_add.php[/url]
I'm stuck at this Error:
2500: [Invalid Reference Id, Invalid Reference Id : Line.SalesItemLineDetail.ItemRef]
Please can anyone help me regarding this issue.
Just like in the QuickBooks GUI, every line on a QuickBooks invoice links back to an ITEM/product/service type.
It looks like QuickBooks Online is telling you that the item you're referring to:
<ItemRef>8</ItemRef>
Does not exist.
Did you check to make sure that item exists?
If you query for that item (use the API Explorer if you need a quick way to do so what does the item XML response from Intuit look like?
I have now played with the QBO and QBD APIs and feel I have a fair understanding of how it thinks and how to interact with it. So now it is time to design the actual integration solution.
Inside my application you can create new customers, quote services, perform services, and soon, pass invoices to QuickBooks, sounds easy.
But what if the customer is not in QB yet? No problem - for each invoice I will look up the customer (need the id anyway) and if it doesn’t exist, add it. But if I have to look up the customer for each invoice it seems like it might be slow. I will likely have 30,000 customers and have 500-3000 invoices per day.
So my question is this; what are others doing?
a) Are you storing the QB id for each customer in your data?
b) How do you detect address changes (changed in your app and changed in QB)?
c) Is the batch submission interface so much faster I should use that?
Thanks for your help!
We often times do store the QB id in our database for use. If we post an invoice into QB, we'll then store the QB id for future use if we need to modify it.
As far as detecting changes on the customer record and other info, there's a couple ways to handle the conflict resolution. One is to keep a timestamp on your side as to when changes are made. You can then compare this with the timestamp of the last change on the QB record and then make your decision as to which one gets updated.
FreddyMac,
To detect changes on the Intuit side you can construct a query with a CDCasOf Filter, which will return only the data that has changed since a date you provide. (ChangeDataCapture as of)
https://ipp.developer.intuit.com/0010_Intuit_Partner_Platform/0050_Data_Services/0500_QuickBooks_Windows/0100_Calling_Data_Services/0015_Retrieving_Objects
You need to keep track of data changes on your side.
The batch submission is not faster, its just easier for you to write the code.
The IPP SDK can queue the API calls for your and aggregate the responses.
regards,
Jarred
I'm new to the Jira admin side of things after having used it in a previous company as an end-user for several years. We are using the standard Jira workflow. The scenario I'm struggling with is the following. I'm attempting to match some of the functionality of our old-proprietary issue database. Right now I'm using many of the standard Jira fields, with only two new custom fields (both single Select Lists populated manually by me):
1) Customer = customer name who sent the new issue email to our support team
2) Customer Contact = the main customer contact, currently populated by the custom list
I created these two custom fields because we have external customers who call or email issues they have using our hosted software. Currently our system creates a simple new issue when a customer sends an email to our support email account. Our support team then goes in and cleans up the data and makes sure that all the required Jira fields have data, the comments are good, reproducible steps, etc. (Currently we do not strip out the customer domain name to auto-populate the Customer custom field, but I might try doing that soon.)
Our support team is asking that I add the following two new customer fields:
3) Customer phone number
4) Customer connection / login info
What I would like to implement is a system that goes something like this:
Customer name gets inputted (either automatically by grabbing domain name of customer email address or manually by our support team) into the Customer custom field. Customer name selected should be "pushed" into the Customer Contact Select List to help sub-select values for that particular customer.
The Customer Contact Select list should be "smart" or dynamic in that some pre-processing is done where the Customer name is grabbed so that it doesn't show ALL customers contacts for the tech support person to select, it just shows them the customer contacts for the customer that was selected.
Along with the filtered customer contacts, I would want to only see the Customer phone number for the contact that was populated in the Customer Contact select list.
And finally I would want to see the Customer connection information for the particular Customer that was selected.I've done this type of smart combo boxes in the past when I created Java / Database applications, so I have a feeling that this is possible in Jira. I'm just looking for the easiest way to implement this. It seems like there might be some external plugins that might help do this (ex. the values for the Custom fields are stored in a database table so they can be queried and the proper filtered result sets can be populated into the select lists.), or maybe using post functions (update issue), etc. But before I spent more effort investigating, I know this sort of thing has to be somewhere common and wanted to ask the Jira admin experts what the best practice would be for this type of functionality in custom fields. Please share your experience with how to solve this type of scenario. Thanks in advance!
Here is the way that tells how to import multiple options at once. Probably that would help u.
https://answers.atlassian.com/questions/92385/importing-project-from-another-jira-instance-how-do-we-mass-import-custom-field-multi-select-options?page=1#92622
EDIT
and here is the complete code to update another select list using new select list.
How to add new values to select list field in jira dynamically or using plug-in
I have a strage requirement from a client, he needs to display a ramdom selection (100 - 200 items from mixed categories) of products for sale on & shipped by Amazon but ordered by price. The idea is to allow people find gift ideas based a user input price point.
I have been looking through the API docs but cannot see an obvious way to find search by price, I am thinking of writing a script to "copy" large parts of the amazon product catalogue into a local database & have it update every few weeks, then use this for user searches, but this does not feel right / their must be a better way.
Has anyone any experience with this type of problem? Thanks!
You would want to use the Amazon Product Advertising API. Using this API you would want to perform a SearchIndex-ItemSearch query. Possible parameters to ItemSearch are available on the API Docs here
You can see in the docs that you cannot query by MinimumPrice and MaximumPrice on SearchIndex: All. However, if you search specific indexes, it allows you to do a price related search.
I would guess that you can agree with your client which categories should the items be from. Then you can just query them one by one.
Amazon's database changes very often. Hence, caching data for a week without updating may not be desirable.