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QuickBooks features several innovative functions such as remote access capabilities, remote payroll assistance and outsourcing, electronic payment functions, online banking and reconciliation, mapping features through integration with Google Maps, marketing options through Google, and improved e-mail functionality through Microsoft Outlook and Outlook Express. In addition, you can import data from Excel spreadsheets, use additional employee time tracking optionsto track, and make use of pre-authorization of electronic funds.
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Field (Account) Information
While configuring the Source or Destination of a Template or Transaction, you need to create an account to configure your application with Adeptia Connect. While creating an account, you need to specify the location from where Adeptia Connect will access the data.
Click to add an account.
Specify the following information for QuickBooks:
Field Name | Description |
|---|---|
Account Name | A short, descriptive name that helps you re-use this account in future. |
Enter a name and click Continue. The QuickBooks login screen appears:
Field Name | Description |
|---|---|
Email or user ID | Email address or User ID to log in to your QuickBooks account. |
Password | Password to log in to your QuickBooks account. |
If you do not have a QuickBooks account, click Sign up now link to register for an account.
Triggers
A trigger Trigger specifies when a particular Transaction will Transaction will start executing. While configuring the Source application, you find a Trigger drop-down list. When QuickBooks is the Source application, the following triggers are available:of a Template, you need to choose an event.
Following triggers are available for QuickBooks at Source.
Trigger Name | Description |
|---|---|
New Account | Triggers when a new account is created |
New or Updated Account | Triggers when a new account is created or an existing account is modified |
| All Accounts | Retrieves the details of all account objects that has have been created |
| New Attachable | Triggers when a new attachable item is created |
| New or Updated Attachable | Triggers when a new attachable item is created or an existing attachable item is modified |
| All Attachables | Retrieves the details of all attachable item that has been created |
| New Bill | Triggers when a new bill is created |
| New or Updated Bill | Triggers when a new bill is created or an existing bill is modified |
| All Bills | Retrieves the details of all bills that has have been created |
| New Bill Payment | Triggers when a new bill payment is created |
| New or Updated Bill Payment | Triggers when a new bill payment is created or an existing bill payment is modified |
| All Bill Payments | Retrieves the details of all bill payments that has have been created |
| New Budget | Triggers when a new budget is set up in the user's company file |
| New or Updated Budget | Triggers when a new budget is created or an existing budget is modified in the user's company file |
| All Budgets | Retrieves the details of the current state of budgets already set up in the user's company file |
| New Class | Triggers when a new class is defined |
| New or Updated Class | Triggers when a new class is defined or an existing class is modified |
| All Classes | Retrieves the details of all class objects that has have been created |
| New Company Currency | Triggers when a new company currency is created |
| New or Updated Company Currency | Triggers when a new company currency is created or an existing company currency is modified |
| All Company Currencies | Retrieves the details of all company currency objects that has have been created |
| New Credit Memo | Triggers when a new credit memo is created |
| New or Updated Credit Memo | Triggers when a new credit memo is created or an existing credit memo is modified |
| All Credit Memos | Retrieves the details of all credit memos that has have been created |
New Customer | Triggers when a new customer is added |
New or Updated Customer | Triggers when a new customer is added or an existing customer is modified |
| All Customers | Retrieves the details of all customer objects that has have been created |
New Department | Triggers when a new department is created |
New or Updated Department | Triggers when a new department is created or an existing department is modified |
| All Departments | Retrieves the details of all department objects that has have been created |
| New Deposit | Triggers when a new deposit is created |
| New or Updated Deposit | Triggers when a new deposit is created or an existing deposit is modified |
| All Deposits | Retrieves the details of all deposit objects that has have been created |
| New Employee | Triggers when a new employee is created |
| New or Updated Employee | Triggers when a new employee is created or an existing employee is modified |
| All Employees | Retrieves the details of all employees objects that has have been created |
| New Estimate | Triggers when a new estimate is created |
| New or Updated Estimate | Triggers when a new estimate is created or an existing estimate is modified |
| All Estimates | Retrieves the details of all estimates that has been created |
| New Exchange Rate | Triggers when a new exchange rate is created |
| New or Updated Exchange Rate | Triggers when a new exchange rate is created or an existing exchange rate is modified |
| All Exchange Rates | Retrieves the details of all exchange rates for the specified currency code and as of date combination |
| New Invoice | Triggers when a new invoice is created |
| New or Updated Invoice | Triggers when a new invoice is created or an existing invoice is modified |
| All Invoices | Retrieves the details of all invoices that has have been created |
| New Item | Triggers when a new item is created |
| New or Updated Item | Triggers when a new item is created or an existing item is modified |
| All Items | Retrieves the details of all item objects that has have been created |
| New Journal Code | Triggers when a new journal code is created. This is applicable only for France locale companies (FR locale) |
| New or Updated Journal Code | Triggers when a new journal code is created or an existing journal code is modified. This is applicable only for France locale companies (FR locale) |
| All Journal Codes | Retrieves the details of all journal code objects that has have been created. This is applicable only for France locale companies (FR locale) |
| New Journal Entry | Triggers when a new journal entry is created |
| New or Updated Journal Entry | Triggers when a new journal entry is created or an existing journal entry is modified |
| All Journal Entries | Retrieves the details of all journal entries that has have been created |
| New Payment | Triggers when a new payment is created |
| New or Updated Payment | Triggers when a new payment is created or an existing payment is modified |
| All Payments | Retrieves the details of all payments that has have been created |
| New Payment Method | Triggers when a new payment method is created |
| New or Updated Payment Method | Triggers when a new payment method is created or an existing payment method is modified |
| All Payment Methods | Retrieves the details of all payment method objects that has have been created |
| New Purchase | Triggers when a new purchase is made |
| New or Updated Purchase | Triggers when a new purchase is created or an existing purchase is modified |
| All Purchases | Retrieves the details of all purchase objects that has have been created |
| New Purchase Order | Triggers when a new purchase order is created |
| New or Updated Purchase Order | Triggers when a new purchase order is created or an existing purchase order is modified |
| All Purchase Orders | Retrieves the details of all purchase order objects that has have been created |
| New Refund Receipt | Triggers when a new refund receipt is created |
| New or Updated Refund Receipt | Triggers when a new refund receipt is created or an existing refund receipt is modified |
| All Refund Receipts | Retrieves the details of all refund receipts that has been created |
| New Sales Receipt | Triggers when a new sales receipt is created |
| New or Updated Sales Receipt | Triggers when a new sales receipt is created or an existing sales receipt is modified |
| All Sales Receipts | Retrieves the details of all sales receipt objects that has been created |
| New Tax Agency | Triggers when a new tax agency is created |
| New or Updated Tax Agency | Triggers when a new tax agency is created or an existing tax agency is modified |
| All Tax Agencies | Retrieves the details of all tax agency objects that has been created |
| New Tax Code | Triggers when a new tax code is created |
| New or Updated Tax Code | Triggers when a new tax code is created or an existing tax code is modified |
| All Tax Codes | Retrieves the details of all tax code objects that has been created |
| New Tax Rate | Triggers when a new tax rate is created |
| New or Updated Tax Rate | Triggers when a new tax rate is created or an existing tax rate is modified |
| All Tax Rates | Retrieves the details of all tax rate objects that has been created |
| New Term | Triggers when a new term is created |
| New or Updated Term | Triggers when a new term is created or an existing term is modified |
| All Terms | Retrieves the details of all term objects that has been created |
| New Time Activity | Triggers when a new time activity is created |
| New or Updated Time Activity | Triggers when a new time activity is created or an existing time activity is modified |
| All Time Activities | Retrieves the details of all time activity objects that has been created |
| New Transfer | Triggers when a new transfer is made |
| New or Updated Transfer | Triggers when a new transfer is made or an existing transfer is modified |
| All Transfers | Retrieves the details of all transfer objects that has been created |
| New Vendor | Triggers when a new vendor is created |
| New or Updated Vendor | Triggers when a new vendor is created or an existing vendor is modified |
| All Vendors | Retrieves the details of all vendor objects that has been created |
New Vendor Credit | Triggers when a new vendor credit is created |
New or Updated Vendor Credit | Triggers when a new vendor credit is created or an existing vendor credit is modified |
All Vendor Credits | Retrieves the details of all vendor credit objects that has been created |
Actions
An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) application, you find an Action drop-down list. When QuickBooks is the destination application, the following actions are available:of a Template, you need to choose an action.
Following actions are available for QuickBooks at Destination.
Create Account | Creates a new account. |
| Update Account (Full) | Updates an existing account. Only elements specified in the request are updated. Missing elements are set to NULL. |
Add Attachment | Adds an attachment to an entity. |
| Update Attachable (Full) | Updates an existing attachable. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Delete Attachable | Deletes the attachable object specified in the request body. |
Create Bill | Creates a new bill. |
| Update Bill (Full) | Updates an existing bill. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Delete Bill | Deletes the bill object specified in the request body. |
Create Bill Payment | Creates a new bill payment. |
| Update Bill Payment (Full) | Updates an existing bill payment. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Delete Bill Payment | Deletes the bill payment object specified in the request body. |
| Create Class | Creates a new class. |
| Update Class (Full) | Updates an existing class. Only elements specified in the request are updated. Missing elements are set to NULL. |
Create Company Currency | Creates a new company currency. |
| Update Company Currency (Full) | Updates an existing company currency. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Delete Company Currency | Deletes the company currency object specified in the request body. |
Create Credit Memo | Creates a new credit memo. |
| Update Credit Memo (Full) | Updates an existing credit memo. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Delete Credit Memo | Deletes the credit memo object specified in the request body. |
| Create Customer | Creates a new customer. |
| Update Customer (Partial) | Updates an existing customer. Only elements specified in the request are updated. |
| Update Customer (Full) | Updates an existing customer. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Create Department | Creates a new department. |
| Update Department (Full) | Updates an existing department. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Create Deposit | Creates a new deposit. |
| Update Deposit (Partial) | Updates an existing deposit. Only elements specified in the request are updated. |
| Update Deposit (Full) | Updates an existing deposit. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Delete Deposit | Deletes the deposit deposited object specified in the request body. |
| Create Employee | Creates a new employee. |
| Update Employee (Full) | Updates an existing employee. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Create Estimate | Creates a new estimate. |
| Update Estimate (Partial) | Updates an existing estimate. Only elements specified in the request are updated. |
| Update Estimate (Full) | Updates an existing estimate. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Delete Estimate | Deletes the estimate estimated object specified in the request body. |
| Update Exchange Rate(Full) | Updates an existing exchange rate. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Create Invoice | Creates a new invoice. |
| Update Invoice (Partial) | Updates an existing invoice. Only elements specified in the request are updated. |
| Update Invoice (Full) | Updates an existing invoice. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Delete Invoice | Deletes the invoice object specified in the request body. |
| Create Item | Creates a new item. |
| Update Item (Full) | Updates an existing item. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Create Journal Code | Creates a new journal code. |
| Update Journal Code (Full) | Updates an existing journal code. Only elements specified in the request are updated. Missing elements are set to NULL. This is applicable only for France-locale companies (FR locale). |
| Create Journal Entry | Creates a new journal entry. |
| Update Journal Entry (Partial) | Updates an existing journal entry. Only elements specified in the request are updated. |
| Update Journal Entry (Full) | Updates an existing journal entry. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Delete Journal Entry | Deletes the journal entry object specified in the request body. |
| Create Payment | Creates a new payment. |
| Update Payment (Full) | Updates an existing payment. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Delete Payment | Deletes the payment object specified in the request body. |
| Create Payment Method | Creates a new payment method. |
| Update Payment Method (Full) | Updates an existing payment method. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Create Purchase | Creates a new purchase. |
| Update Purchase (Full) | Updates an existing purchase. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Delete Purchase | Deletes the purchase object specified in the request body. |
| Create Purchase Order | Creates a new purchase order. |
| Update Purchase Order (Full) | Updates an existing purchase order. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Delete Purchase Order | Deletes the purchase order object specified in the request body. |
| Create Refund Receipt | Creates a new refund receipt. |
| Update Refund Receipt (Partial) | Updates an existing refund receipt. Only elements specified in the request are updated. |
| Update Refund Receipt (Full) | Updates an existing refund receipt. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Delete Refund Receipt | Deletes the refund receipt object specified in the request body. |
| Create Sales Receipt | Creates a new sales receipt. |
| Update Sales Receipt (Partial) | Updates an existing sales receipt. Only elements specified in the request are updated. |
| Update Sales Receipt (Full) | Updates an existing sales receipt. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Delete Sales Receipt | Deletes the sales receipt object specified in the request body. |
| Create Tax Agency | Creates a new tax agency. |
| Create Tax Service | Creates a new tax service. |
| Create Term | Creates a new term. |
| Update Term (Full) | Updates an existing term. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Create Time Activity | Creates a new time activity. |
| Update Time Activity (Full) | Updates an existing time activity. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Delete Time Activity | Deletes the time activity object specified in the request body. |
| Create Transfer | Creates a new transfer |
| Update Transfer (Partial) | Updates an existing transfer. Only elements specified in the request are updated. |
| Update Transfer (Full) | Updates an existing transfer. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Delete Transfer | Deletes the transfer object specified in the request body. |
| Create Vendor | Creates a new vendor |
| Update Vendor (Full) | Updates an existing vendor. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Create Vendor Credit | Creates a new vendor credit. |
| Update Vendor Credit (Full) | Updates an existing vendor credit. Only elements specified in the request are updated. Missing elements are set to NULL. |
| Delete Vendor Credit | Deletes the vendor credit object specified in the request body. |
Action Name | Description |
|---|