I may be missing something in the OSR, but what query do I use to retrieve a customer statement? I cant seem to identify the right query.
Would greatly appreciate some insight.
Regards
None of the QuickBooks APIs (QBFC and QBXML included) support fetching customer statements.
You could probably build your own by querying for the customers invoices, payments, etc. and displaying the summary data.
Related
Our company has a mongodb collection of millions merchants and billions of products.
A merchant can choose to go hidden after which their products shouldn't be visible to the public.
I am wondering the best way to implement this:
I could update all the products of the user to have a hidden status.
I could update the merchant to have a hidden status and read the status of the merchant for every product request to know if to show or not.
What has been your experiences if you have encountered this dilemma or what would you suggest is the best engineering approach.
Since it's the merchant who's going hidden and not individual products, you should put the status on the merchant.
So option 2 in your question.
If you haven't yet implemented 'hidden' in your db, add it to your table as NULLable with a default of FALSE. Then in your query to find products of visible merchants, you can just put where NOT merchant.hidden OR merchant.hidden IS NULL. That way, when you add it to your db, you don't need to update it for the millions of others merchants who are non-hidden.
Often Mongo design depends on how you are going to access the data.
if you select a merchant then their products put the hidden field in the merchant.
If you select a sub set of products independent of the merchant you will need it in the product table.
The "country" field in the PayPal transaction history CSV exports is almost always empty. However, PayPal must know the country where a transaction originates, and in fact tools such as Putler can display the country for nearly all transactions.
I wish to obtain this data myself, but since the export doesn't appear to have it, should I obtain it by using the API? And which of the APIs wold be appropriate to use for this purpose?
Thanks in advance.
Yes you can probably do this using the API. First you'll need to search your account's transaction history. After that you'll get a list of transaction ID's, you can then retrieve information about a specific ID which includes the country code of the buyer.
You can see more details here: https://developer.paypal.com/docs/classic/express-checkout/ht_searchRetrieveTransactionData-curl-etc/
I want to list all the items ordered in alphabetical order on the email confirmation and also in invoice (email version). In addition, I would love to list the products in this list by category, if that's possible. Any ideas how to do this? I would of thought it would be fairly easy, but I'm struggling to work it out. Thanks in advance!
I am trying to insert an invoice, credit memo, and invoice using IPP.Net. How do I know what the AccountID, ClassID, or EntityID is? When I used the Web Connector to write a previous interface, I was able to specify these things by FullName. Do I need to do some type of query to get all of the IDs for future use? If I do that, will the IDs ever change through any processes, such as re-indexing, or is the ID permanent?
If you're integrating with QuickBooks Online:
Yes, the IPP APIs for QuickBooks Online only accept Id values. You will have to query for the objects so that you can get their Id values to use them in future invoice/credit memo add requests.
If you're integrating with QuickBooks for Windows:
The IPP APIs for QuickBooks desktop for Windows can accept either Name values, or Id values. So you could either query to get the Id values, or just use the Names like you do in the SDK.
A few things worth noting:
The next version of data services Intuit is releasing (v3) will likely be released summer/fall 2013. v3 data services will only accept Id values like QuickBooks Online does in v2. So, if you want to plan ahead for the future, start querying. :-)
Regarding this:
If I do that, will the IDs ever change through any processes, such as re-indexing, or is the ID permanent?
The Id values are permanent - they should never change. The one exception to this is if something gets really fubar'd on Intuit's end and they reset someone's Sync Manager to force QuickBooks to sync to a new online realm. But this generally shouldn't happen in production.
I tried a few things, and I seem to have found the answer. The Id property does not bind on its own through Autogenerate of the gridview. That seems to be because it is a class and not a simple property. You have to specifically bind Id.value.
discoverAndAddAccounts will create customers and deleteCustomer will remove them. As I was testing I created customers and now I don't have their IDs so I can't delete them.
I don't see a method for that on https://ipp.developer.intuit.com/index.php?title=0010_Intuit_Partner_Platform/0020_Aggregation_%26_Categorization_Apps/AggCat_API/0020_API_Documentation
No, there is not an API to get this information. You will need to keep track of them.
Please submit a support ticket and we will have to get the information for you.
William
Have you tried using getCustomerAccounts.
getCustomerAccounts