QuickBooks

QuickBooks is the #1 rated small business accounting software.

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 to track, and make use of pre-authorization of electronic funds.

For more information, click here.

Field (Account) Information

While configuring the Source or Destination of a Transaction, you find an Account option to configure your application with Adeptia Connect. Using Account configuration, you need to specify the location from where the data is to be accessed. In this process, provide the details of the application account to grant permission to access data.

Specify the following information for QuickBooks:

Field	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	Description
Email or user ID	Email address or User ID to log into your QuickBooks account.
Password	Password to log into your QuickBooks account.

If you do not have a QuickBooks account, click Sign up now link to register for an account.

Triggers

A trigger specifies when a particular 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:

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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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:

Action Name	Description
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 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 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.