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QuickBooks Integrator
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Properties Methods Events Configuration Settings
A Customer is anyone who buys goods or services from the QuickBooks company.
NOTE: What follows is a very short description of the component interfaces. For more information, please consult the help files that come with the respective package.
A Customer is anyone who buys goods or services from the QuickBooks company. A Customer may also be used to represent a sub-customer or Job.
Required Fields (Add): CustomerName
Supported Methods: Add, Update (contact info only), Get (Id/Name), Delete
Online Edition: Leave out IsActive, ContactName, AltContactName, CustomerType*, SalesRep*, TaxCode*, TaxItem*, AccountNumber, and special fields related to job information.
Example (Adding a customer to QuickBooks)
Customer1.CustomerName = "John Doe" Customer1.Add()
Categorization and Financial Information: the following properties are not used in Update operations, and may only be modified from within the QuickBooks UI.
Tracking Customer Balances:
The Customer component may be used to track the outstanding balances of customers. After invoking Get, simply inspect the Balance property;. The OBJSEARCH component can be used to find unpaid and paid INVOICEs tied to this customer.
When a customer is added to QuickBooks, the CreditLimit may be set, and the OpeningBalance (special field) may be set, if there is one. Once a customer is added to QuickBooks, there is no way to modify Balance directly! Instead, INVOICEs or CREDITMEMOs should be added referencing this customer.
Sub-Customers (Jobs)
QuickBooks allows the user to define customers hierarchically. This allows the QuickBooks user to track transactions involving the Job separately.
To add a job to QuickBooks, set the Parent* property to the parent customer. Then, detailed job information may be provided using Config. When a job is retrieved from QuickBooks, Parent* will refer to the parent customer.
The following is the full list of the properties of the component with short descriptions. Click on the links for complete descriptions.
Method List The following is the full list of the methods of the component with short descriptions. Click on the links for complete descriptions. AXMExport Exports the object. AXMImport Imports the object. Add Adds the record into QuickBooks. CheckRequestStatus Checks whether or not the specified request was processed by QuickBooks. CloseQBConnection Closes a persistent connection to QuickBooks. Config Sets or retrieves a component configuration setting. Delete Deletes the record from QuickBooks. Get Gets a single record from QuickBooks. GetByName Gets a single record from QuickBooks. GetCustomField Gets a custom field value from QuickBooks. OpenQBConnection Opens a persistent connection to QuickBooks. Reset Resets all properties to their defaults. SetCustomField Sets a custom field value within QuickBooks. Update Updates the entity object in QuickBooks. WebExport Exports the object to a web client. Event List The following is the full list of the events fired by the component with short descriptions. Click on the links for complete descriptions. Error Information about errors during data delivery. Status Shows the progress of the QuickBooks connection. Warning Fired when a warning occurs. Configuration Settings The following is a list of configuration settings for the component with short descriptions. Click on the links for complete descriptions. AppendAfter Appends an xml tag after the specified QBXML element. AuthFlags Connection Flags (use for QuickBooks Simple Start). CodePage The system code page used for Unicode to Multibyte translations (Windows/COM only). EditSequence An identifier for this copy of the object. EnforceMaxLength Indicates whether to enforce max lengths for QB Fields FirstName A first name. FullName The name of the customer. GetHighestVersion Highest QBXMLVersion supported by the installed instance of Quickbooks. IgnoreQBOEWarnings Ignores warnings returned from QuickBooks Online. IsActive Indicates whether the object is currently enabled for use by QuickBooks. JobDescription Description of the job. JobEndDate Actual end date of the job, YYYY-MM-DD. JobProjectedEndDate Projected end date of the job, YYYY-MM-DD. JobStartDate Start date of the job, YYYY-MM-DD. JobStatus The status of the job JobTypeId Reference to the type of job. JobTypeName Reference to the type of job. LastName A last name. MiddleInitial A middle initial. NonInclusiveBalance The Balance of the Customer, not including sub-customers. OpeningBalance The opening balance for the customer or vendor. Not used in Update operations. OpeningBalanceDate The opening balance date for the customer or vendor. Not used in Update operations. PreferredPaymentMethodId The preferred method of payment. PreferredPaymentMethodName The preferred method of payment. PriceLevelId Reference to a price level for the customer. PriceLevelName Reference to a price level for the customer. SSLAcceptServerCert The SSL certificate being used by the Remote Connector SSLAcceptServerCertFile The SSL certificate file being used by the Remote Connector Salutation A salutation, such as Mr., Mrs., etc. SendRawXML Sends specified XML to quickbooks without modification. SeparateContact A contact person other than the person specified by Salutation, FirstName, MiddleInitial, and LastName. Sublevel The number of ancestors this Customer has. TimeCreated The time the object was created. TimeModified The time the object was created.
The following is the full list of the methods of the component with short descriptions. Click on the links for complete descriptions.
Event List The following is the full list of the events fired by the component with short descriptions. Click on the links for complete descriptions. Error Information about errors during data delivery. Status Shows the progress of the QuickBooks connection. Warning Fired when a warning occurs. Configuration Settings The following is a list of configuration settings for the component with short descriptions. Click on the links for complete descriptions. AppendAfter Appends an xml tag after the specified QBXML element. AuthFlags Connection Flags (use for QuickBooks Simple Start). CodePage The system code page used for Unicode to Multibyte translations (Windows/COM only). EditSequence An identifier for this copy of the object. EnforceMaxLength Indicates whether to enforce max lengths for QB Fields FirstName A first name. FullName The name of the customer. GetHighestVersion Highest QBXMLVersion supported by the installed instance of Quickbooks. IgnoreQBOEWarnings Ignores warnings returned from QuickBooks Online. IsActive Indicates whether the object is currently enabled for use by QuickBooks. JobDescription Description of the job. JobEndDate Actual end date of the job, YYYY-MM-DD. JobProjectedEndDate Projected end date of the job, YYYY-MM-DD. JobStartDate Start date of the job, YYYY-MM-DD. JobStatus The status of the job JobTypeId Reference to the type of job. JobTypeName Reference to the type of job. LastName A last name. MiddleInitial A middle initial. NonInclusiveBalance The Balance of the Customer, not including sub-customers. OpeningBalance The opening balance for the customer or vendor. Not used in Update operations. OpeningBalanceDate The opening balance date for the customer or vendor. Not used in Update operations. PreferredPaymentMethodId The preferred method of payment. PreferredPaymentMethodName The preferred method of payment. PriceLevelId Reference to a price level for the customer. PriceLevelName Reference to a price level for the customer. SSLAcceptServerCert The SSL certificate being used by the Remote Connector SSLAcceptServerCertFile The SSL certificate file being used by the Remote Connector Salutation A salutation, such as Mr., Mrs., etc. SendRawXML Sends specified XML to quickbooks without modification. SeparateContact A contact person other than the person specified by Salutation, FirstName, MiddleInitial, and LastName. Sublevel The number of ancestors this Customer has. TimeCreated The time the object was created. TimeModified The time the object was created.
The following is the full list of the events fired by the component with short descriptions. Click on the links for complete descriptions.
Configuration Settings The following is a list of configuration settings for the component with short descriptions. Click on the links for complete descriptions. AppendAfter Appends an xml tag after the specified QBXML element. AuthFlags Connection Flags (use for QuickBooks Simple Start). CodePage The system code page used for Unicode to Multibyte translations (Windows/COM only). EditSequence An identifier for this copy of the object. EnforceMaxLength Indicates whether to enforce max lengths for QB Fields FirstName A first name. FullName The name of the customer. GetHighestVersion Highest QBXMLVersion supported by the installed instance of Quickbooks. IgnoreQBOEWarnings Ignores warnings returned from QuickBooks Online. IsActive Indicates whether the object is currently enabled for use by QuickBooks. JobDescription Description of the job. JobEndDate Actual end date of the job, YYYY-MM-DD. JobProjectedEndDate Projected end date of the job, YYYY-MM-DD. JobStartDate Start date of the job, YYYY-MM-DD. JobStatus The status of the job JobTypeId Reference to the type of job. JobTypeName Reference to the type of job. LastName A last name. MiddleInitial A middle initial. NonInclusiveBalance The Balance of the Customer, not including sub-customers. OpeningBalance The opening balance for the customer or vendor. Not used in Update operations. OpeningBalanceDate The opening balance date for the customer or vendor. Not used in Update operations. PreferredPaymentMethodId The preferred method of payment. PreferredPaymentMethodName The preferred method of payment. PriceLevelId Reference to a price level for the customer. PriceLevelName Reference to a price level for the customer. SSLAcceptServerCert The SSL certificate being used by the Remote Connector SSLAcceptServerCertFile The SSL certificate file being used by the Remote Connector Salutation A salutation, such as Mr., Mrs., etc. SendRawXML Sends specified XML to quickbooks without modification. SeparateContact A contact person other than the person specified by Salutation, FirstName, MiddleInitial, and LastName. Sublevel The number of ancestors this Customer has. TimeCreated The time the object was created. TimeModified The time the object was created.
The following is a list of configuration settings for the component with short descriptions. Click on the links for complete descriptions.
