The QuickBooks Operation defines how to interact with the company file. The Operation represents a specific action (e.g. Add, Modify, Query, or Delete) to be performed against a specific QuickBooks record type or object (e.g. Purchase Order, Item Receipt, Customer, etc.). Not all actions are available for every object. You will need to create a separate Operation Component for each action/object combination required for your integration.
The Operation supports two types of actions:
- Get - Used to retrieve data from QuickBooks.
- Send - Used to send data to QuickBooks.
Action - Options Tab
Use the Import button to launch the Import Wizard which will help you configure the Operation. The wizard will automatically generate the Request and Response XML Profiles.
| Field |
Description |
Return Responses
(Send Action Only |
If unchecked (default), the Connector will automatically interrogate the response messages from QuickBooks and mark the individual Document(s) and Process as success or error. If checked, the Connector will not interrogate the response and return the response message to the next step in the Process. In this situation is your responsibility in the Process to interrogate the response (using a Decision step for example) and performed the desired actions, such as sending an email alert for example. Handling the response manually is often used if you need to update another system with newly created QuickBooks data such as the ListID or TxnID. |
| Request Profile |
Auto-generated XML Profile for the request message. |
| Response Profile |
Auto-generated XML Profile for the response message. |
Metadata
(Get Action Only |
This field is available for the Query object action only. Queries for records can return optional metadata information such as the total number of records selected.
- No Meta Data - Return only the data records.
- MetaData Only - Return only the record count and other metadata.
- MetaData and Response Data - Return both.
|
Import Wizard
Step 1 - QuickBooks Version
Choose the country and version of QuickBooks and click Next.
Step 2 - QuickBooks Object and Action
Choose the QuickBooks data object and action and click Next. Not all actions are available for every object.
Step 3 - Review
Review and click Finish.
The Request and Response Profiles are auto-generated.
Archiving Tab
Click here for more information on Archiving.
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