QuickBooks Sales Receipt icon

QuickBooks Sales Receipt

Create and delete sales receipts in QuickBooks Online
Join our community

Actions2

Overview

This node integrates with QuickBooks Online to create sales receipts. It is useful for automating the recording of sales transactions for customers, including detailed line items and additional transaction information. For example, it can be used to generate sales receipts automatically after a sale is made in an e-commerce platform or point-of-sale system.

Use Case Examples

  1. Creating a sales receipt for a customer with multiple line items, specifying item details, quantities, and amounts.
  2. Adding billing and shipping addresses, custom fields, and payment method information to a sales receipt.
  3. Automatically sending the sales receipt to the customer's email after creation.

Properties

Name Meaning
CustomerRef The ID of the customer for whom the sales receipt is created. This is a required field and can be selected from a list or specified via an expression.
Line Collection of individual line items for the sales receipt, each including amount, description, detail type, item ID, position, tax code reference, and quantity.
additionalFields Optional additional fields for the sales receipt, including billing and shipping addresses, billing email, customer memo, custom fields, deposit account, document number, email and print status, payment method, private note, and transaction date.

Output

JSON

  • Id - Unique identifier of the created sales receipt.
  • CustomerRef
    • value - ID of the customer associated with the sales receipt.
  • Line - Array of line items included in the sales receipt, each with details such as amount, description, item ID, quantity, and tax code.
  • BillAddr - Billing address details if provided.
  • ShipAddr - Shipping address details if provided.
  • DocNumber - Reference number for the transaction.
  • TxnDate - Date of the transaction.
  • EmailStatus - Status of the email sent for the sales receipt.
  • PaymentMethodRef - Payment method used for the sales receipt.
  • PrivateNote - Internal note for the transaction.

Dependencies

  • QuickBooks Online API
  • OAuth2 API credentials for QuickBooks

Troubleshooting

  • Ensure at least one line item is provided with detail type, amount, and description; otherwise, the node throws an error.
  • Each line item with 'SalesItemLineDetail' detail type must have an item ID specified.
  • Check that OAuth2 credentials for QuickBooks are correctly configured and valid.
  • If the node fails, verify that the customer ID and other referenced IDs exist in QuickBooks.
  • Common error messages include missing required fields or invalid IDs; resolving them involves providing complete and correct input data.

Links

Discussion