Quickbooks online insert records activities

Help Studio
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Continuing the discussion from Adding invoice through Quickbooks Online Scope:

Disappoint to see there is no help yet on insert records activities that how and what to put in if one want to insert item, invoice or customer.

Please help!

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I am also disappointed to see that it’s been 7 months since my original post with no response other than from a bot.

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Did you find any way to create/insert record with these activities?
I was researching on API way to insert records into quickbooks using UiPath’s http activities.

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Hi @Aakash_Singh_Rawat ,
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.

For creating a basic customer and an item, you can find curated activities within the QuickBooks Online package which should have the most commonly used properties.
image


QBO Invoice Create.zip (13.7 KB)

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@Harshita_Ramesh Its something related to you.

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Hi @Samrat_Dutta,

Really appreciates the work and guide you have shared.
Btw I just found that Quickbooks online and Desktop are two different things.
I have to put data to Desktop via UiPath, Is it possible to do it with HTTP as there is no REST way for Quickbook Desktop unlike Quickbooks Online.

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Hi @Aakash_Singh_Rawat,
Correct, QuickBooks Online and QuickBooks Desktop are two different applications and has different ways of connecting to the APIs. If I remember correctly, it going to be an SDK route and hence I am not too sure if the regular http is going to work for the QuickBooks desktop version.
Curious to know, are you trying to creating the automation for QuickBooks desktop or the Online version? Or, both?

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Hi @Samrat_Dutta,
I’m creating the automation for QuickBooks desktop, seems I have to go for desktop automation but not HTTP way…

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Okay, please feel free to close this thread if all your queries for QuickBooks Online was addressed :slightly_smiling_face:
Thank you @Aakash_Singh_Rawat

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I can enter the records to QB normally but then now I need to enter the records to QB based on validation condition

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@Harshita_Ramesh you can consultant with @Aakash_Singh_Rawat

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