Access Transactions in Quickbooks Online - quickbooks

I'm using trying to interface with Quickbooks Online for an internal application that will push and pull transactions using qbXML. My problem is that I can't figure out which message I need to send in order to list and add the items listed under the "Banking" > "Registers" page. I've gone through the messages listed in the Onscreen Reference for Intuit Software Development Kits and none of them seem to give me this information.
Also, does anyone know of a list that explains what each message does?

If you're in a bank account register, you're writing checks. There are 3 kinds of checks in QuickBooks:
Expense checks - if you added a check directly in the register window, you would be adding an expense check.
Bill payment checks - these appear in a check register, but you can only add them with a bill payment operation.
Payroll checks - these appear in the check register, but they can only be added using the Intuit Payroll Service or by enabling manual payroll (almost no one does manual payroll in actual practice, but it is good to know about for testing purposes).
The first 2 types of checks have their own message type: the Add/Mod Check and Add/Mod BillPayment messages respectively. Payroll checks can't be added by the SDK. You can query all 3 types using a Transaction query message. I should also mention that it's possible to add an entry in any register using a journal entry, but that's not a good idea unless you are certain you know what you're doing.
I hate to tell you this, but the best reference for QuickBooks messages is the one you're already using. There are also XML files in the <sdk root>\docs directory that describe SDK operations. But there is really no substitute for understanding how QuickBooks operates from a user's perspective.
If you're going to be working with QuickBooks integration, it's a good idea to make friends with one or more QuickBooks Pro Advisors so you can run these kinds of issue by them. The relationship is generally mutually beneficial, since QuickBooks Pro Advisors often find it handy to have access to an SDK programmer.

Related

Lookup Twitter Spaces created by accounts I follow

According to this page,
you can lookup Spaces created by accounts followed by a specific user. Given a single user ID, a dedicated endpoint will traverse the user’s followings and return live or upcoming Spaces created by any of these users.
I would like to check periodically for Spaces scheduled by any of the ~10k accounts I follow, but I can't find the "dedicated endpoint."
Unfortunately this is an error in the Twitter developer documentation - this functionality does not exist in the API. You'd need to build this via a much more manual process of calling the lookup endpoint by creator ID - the endpoint can support up to 100 user IDs at a time, so that will take some time to cover your larger number of accounts followed.
(side note, I've asked for the documentation to be updated to correct this confusing statement)

Anonymous contact form iOS app

I currently work at a school and have an idea to create an app that allows students to contact a grown up (for example, the principle) anonymously through an app. The app would quite simply consist of a contact form. I am trying to find out the best, and easiest way to achieve this without setting up servers with a separate API. Does anyone have a suggestion on how to achieve it? Is there any way to set up an e-mail form with a pre set recipient and a built in sender-account? Please guide me in the right direction.
You would need to implement an SMTP client. You can use open source code like skpsmtpmessage
It's likely that their example app could be your solution.
Your biggest problem will be the deployment. You definitely need to pay an $99/y developer account and add all the students device ID's to your account (with a maximum of 100 devices/y) or register all of them as beta tester (I don't know the limitations).
Probably this isn't doable so easily, as it seems you don't have iOS developing experience so far. Maybe you can find something on the app store that works with self hosted databases. But you definitely need to host some kind of webApp/API.
You may want to give Appygram a try to handle the back-end if you are able to set up the contact form itself. While it's a separate hosted API, at least you don't have to build/manage it.
Appygram is a free web service that would allow you to configure all the details such as which adults could be contacted, their point(s) of contact (i.e. email address), and it would process and send all the submissions for you. All your app needs to do is send a form post request.
A nice thing about having this information outside of the iOS app itself is that you can change the contact details on the fly without requiring an update to the iOS app itself. Whether you use Appygram (which, since I contribute to it, I am slightly biased toward!) or something similar, I would say that since this is for students, I would recommend a solution that would allow you to update your configuration without requiring app updates.
Finally, I'd second what Julian said. The challenge here could be with deployment. One possible alternative would be to make this a mobile-friendly web page accessible only via student login or on the school network (or both). Would probably be easier development-wise and wouldn't require installs nor the hurdles that Julian described with device registration, etc. And, Appygram would still work with this setup as well.
Good luck!

QBSDK: Access all transactions of all clients (date period)

I need to look at the "audit" log for quickbooks using the SDK. I am basically looking to sync quickbooks transactions to a 3rd party platform (for reference purposes)
I cant find a reference to the audit log in the OSR, but I do see "TransactionsQuery". What is not clear to me is if this will be "all" transactions, or if you need to specify a specific customer?
Any ideas?
As William indicated in his answer, the audit log is accessible via a GeneralDetailReport.
As far as actual transactions goes, TransactionQuery will get you all transactions. You do not need to specify a customer.
However, it will only get you summary details of all transactions (e.g. no line items on the invoices, etc.) so if you need detailed information for each transaction, it won't work for you.
If you need details for each transaction, you have to do individual queries for each transaction type (e.g. InvoiceQuery, ReceivePaymentQuery, BillQuery, etc. etc. etc.) so that you get back the details/lines for each.
Look at the GeneralDetailReport, with the GeneralDetailReportType set to AuditTrail.

Paypal recurring payments with variable amount

First, notice I have read many post regarding this topic, but the info provided is not enough for me or is not accurate.
I´m developing a website with AngularJS and Ruby on Rails that offers different services. Users can subscribe to these services (one or many) and they get a Paypal Recurring Payment (through a profile) to pay these services (using merchant API). For a fixed amount the service is working ok for me.
The problem is, the amount can be different from one period to another, depending on the number of services the user is subscribed.
I have read Paypal docs, but It´s still not clear to me what is the right approach.
My approaches are:
Once a user subscribes a new service, I can remove the existing recurring payment profile (with fixed amount) and create a new one. This would be ok, but I have read I can´t delete a profile automatically from my application. I can only create. In order to delete an existing profile, I have to do it manually, by login in my business paypal account and delete it. If true, then this is not a solution for me, because I can´t do all flow automatically. However, this is quite strange for me. Is this true? If not, could you please let me know how to do it?
Although, I have not read deep on it, I read on a post I can use Reference transactions to implement this. Is this right?
UPDATE
https://developer.paypal.com/docs/classic/express-checkout/integration-guide/ECReferenceTxns/#recurringreftxns
As far as I understood, Reference transactions let me vary the amount to get from the buyer when I run it, but the problem is that this operation does not executes recurring (managed by Paypal). I should keep the logic in order to execute it from my application. Right?
Any other approach or clarification is welcome.
UPDATE
My first approach is to create just one variable recurring payment with the amount of all services subscribed. But, maybe the solution is to create a recurring payment profile per each service?
1) This is true if you're using Standard Subscription buttons, but if you're working with the Recurring Payments API you can cancel the profile using ManageRecurringPaymentsProfileStatus.
2) Yes, with reference transactions you can charge any amount you need to at any time, but it would be left up to you to build your own recurring payments system, basically, utilizing reference transactions. You could have a script run each day that goes through all your accounts and processes due payments accordingly.
Another option would be to have your users create a Preapproval profile and then use the Pay API to process payments using the preapproval keys. This is very similar to reference transactions.

getting the balance right between SBEs and other product documentation

Reading online material (e.g. Fowler, Gerard), it seems that Specification By Example stories should not be complete specifications of functionality.
Question 1: How does one starting off with SBE's decide how comprehensive their stories need to be in terms of describing all of the functionality of a system? I.e. when can I stop writing stories because I have captured enough?
Question 2: In an organisation where test teams verify products against the product documentation, if the stores are not a complete specification, am I correct in thinking that 'other' product documentation needs to contain all the cases that are not covered by the SBE's?
Regarding question 1:
The most important part of developing any system is that the development team has a conversation with the product owner. First find out the crux of the feature which they require. I'll answer this question by working through an example; let us say that the product owner may want a facility to login to their new website. This requirement could be written as:
In order to gain access to the website's facilities
As a user
I want to be able to login to the website
(Note that I'm using the Gherkin domain specific language for writing the scenarios and features in this answer)
With the product owner's key requirement specified, you should now discuss with them how you think this feature should be implemeneted from a users perspective (keep it high-level, don't use technical jargon, discuss with the business to find out what they want). So the first "happy path" scenario you might identify could be:
Given a user is on the login screen
When they submit valid login credentials
Then they gain access to the main website
After further discussion with the product owner they tell you that as the website contains extremely sensitive information, and that any failed log-in attempts should be reported to a system administrator. This would result in another scenario:
Given a user is on the login screen
When they submit invalid login credentials
Then the system administrator is informed of the failed log-in attempt
And the user is informed that their login attempt failed
At this point the product owner might say that these are the only scenarios they want for logging into the system. So from the development teams perspective no more investigation would need to be done regarding this feature (so you wouldn't need to write any more user stories). Sure, at a later point in the projects development, the product owner might also tell you that they'd like to inform a user when they last logged into their site before reaching the main website, but you'd only need to worry about this when they ask for it.
Regarding question 2:
The organisation should be verifying the products against "living" documentation e.g. using Cucumber(for example) which generates tests from the scenarios detailed above.
Also as I said in the answer to question 1, you should identify "just enough" of the scenarios/use cases to satisfy the product owner. What the product owner asks for is the complete specification. Don't try and second guess what the product owner might want because this may result in be a classic case of YAGNI.

Resources