I was pleasantly surprised recently to find that there is a package published for automating Quickbooks Online. I’ve been doing this on my own through point and click through the UI, but I’m excited about what appears to be an API connection to make these things more reliable.
I have added UiPath.QuickBooksOnline.IntegrationService.Activities to my project, and have added and configured a Quickbooks Online Scope.
I’m trying to add an invoice through the “Insert Record” activity, but the documentation on how to do this is lacking. When I configure the Insert Record activity, I get this:
But there’s no guidance on what information I need to provide to define the invoice object.
I assume I will have to provide the Client, Product, Price, and Due date, but… how?
Would appreciate being pointed in the right direction.
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Hi @kevinpscott ,
QBO Invoice Create.zip
I followed the API docs here: Intuit Developer and created a workflow as an example to create a stand alone invoice in QBO. You can add more fields from the API documentation directly.
You can actually refer the QuickBooks Online API docs for creating/updating any object.
Attaching a short clip and the WF for you take a look.
@Samrat_Dutta, thank you very much for this response. In the 8 months since I posted this original question, I’ve gotten a lot better at interacting with APIs directly, but I’m certain this will be most helpful to people who come here with the same question I had originally.
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