Is there anyway to get at my clients Tax Agencies when creating an invoice?
I'm using the C# IPP DevKit against QBO.
I don't see it mentioned in the documentation, however I can't imagine I'll be required to hard code all my clients tax tables into my app as that is silly.
What you're looking for (the list of tax rates) is not really what you're asking for (tax agencies).
In any case, this thread answers your question:
https://idnforums.intuit.com/messageview.aspx?catid=87&threadid=18930&enterthread=y
Unfortunately, the answer is:
In the current SDK or Services V2, this is a limitation that the tax code Id is not retained due to tax model changes. This limitation will be addressed in QBO Service V3.
Thus, what you're trying to do can't be done right now.
I am not sure if you are using QuickBooks Online or for Windows.
Either way, the Tax Agency would most likely be a Vendor in the customer's QuickBooks file.
So use the vendor query in the devkit to pull the list of vendor's and you can later use the CDCasOf filter to get the new or modified vendors to keep things up to date.
The supported objects and operations are listed here for future reference.
QBO:link
QBD:link
regards,
Jarred
Related
Business Model:
This business makes handmade specialty items from a large inventory of photo examples on the web site. The owner does not want to bill until the item is ready to ship.
I'm sure the business model itself can keep us debating for days, but please do not question his approach as that is not really the point here. It is simply how he wants to run his business.
Design:
I have developed a system for him which manages his transactions (no financial information) until he is ready, whereupon he selects the transactions by checking the ones he wants from a query-select-list of unprocessed orders. I can then convert each ordered item to an HTML stream, REST objects, or whatever. The customer should receive the invoice email and click on a button to take him to PayPal for payment.
I want to use the REST API object model to send all the required information to PayPal, describe the invoice and then send the email/invoice to the customer via the API. It is not uncommon to have multiple items ordered at once.
Q1 - The API looks like it supports this usage but can anyone experienced with its use tell me if there is a show stopper I have not discovered yet?
Q2 - I have already developed an HTML template for this purpose. Perhaps prematurely. Does REST API allow for the use of templates? I do not see how yet but hoping there is a way.
Many thanks.
2K
After some more research and a half hour with Integration Support:
A1: There are no show stoppers in the scenario described above. The REST API (and PayPal) supports the usage I have in mind. If anyone desires I will post back results in a few days after code complete and a bit of testing.
A2: I was informed that my own HTML templates are supported but I still do not see how. With the spirit of "Trust, but verify" I will continue with my efforts and ask for Integration Support at that point if I need it.
My cup and my Stack both overflow. I am fortunate.
2kTech
In reference to a previous question of mine:
qbfc CustomerQuery based on email address?
Is it possible to create a custom detail report of customers, and using a custom field to "filter" the report. I must admit, I am not really clued in on CustomDetailReports, as I have no need for implementing them, and never had.
It does however look like its supposed to do just what it says, a custom report feeding you info form quickbooks?
What I am attempting to do, is get a list of customers in a detailed report, and filtering that report based on a custom field value. This way I can narrow down my possibilities of customers I need to check for, and get their ListID's or FullNames.
Currently I am returning all the customers using a customerquery, and iterating through them one by one to get the guy I am looking for. This is becoming a slow process as the customers increase.
I can store my own reference in an external DB, and use that to reference an email address to a customer ListID, but I would really like to achieve this with the data stored in Quickbooks only, as per the Quickbooks philosophy of, "Store Data Once"
Before I spend resources on trying to implement a custom report, can something like the above be achieved with Custom Detail Reports?
Thanks in advance.
Is it possible to create a custom detail report of customers, and using a custom field to "filter" the report.
Nope. QuickBooks does not support this.
It does however look like its supposed to do just what it says, a custom report feeding you info form quickbooks?
It will display a custom report, yes... but it won't allow you to filter it by custom fields.
Currently I am returning all the customers using a customerquery, and iterating through them one by one to get the guy I am looking for. This is becoming a slow process as the customers increase.
Have you considered instead caching the customers in your app? That would be much faster. Then you can just periodically run a query against QuickBooks to get customers that have been updated since the last time you ran the query (e.g. incremental sync of data).
I can store my own reference in an external DB, and use that to reference an email address to a customer ListID, but I would really like to achieve this with the data stored in Quickbooks only, as per the Quickbooks philosophy of, "Store Data Once"
My personal experience has been that, unfortunately, the query syntax that QuickBooks allows/uses is too restrictive for that to be realistic.
I'm interested in using the intuit-partner-platform rest API to automatically generate invoices into our QuickBooks Online account, from an in house database. Although it would be interesting to eventually create an application that I could sell to other parties, I'm mainly trying to get my feet wet with this specific internal need.
Is there any problem with using the Intuit-partner-platform in this way?
Would my company be able to continue to use this application even if it is not sold to other consumers?
IPP Intuit Anywhere is the new platform only for SaaS applications.
Ref - https://developer.intuit.com/docs/0025_quickbooksapi/0058_faq#What_types_of_applications_are_supported_with_QuickBooks_API.3F
Dev docs - https://developer.intuit.com/docs/0025_quickbooksapi/0010_getting_started
QBO API docs - https://developer.intuit.com/docs/0025_quickbooksapi/0050_data_services/v2/0400_quickbooks_online
Intuit still provides the traditional QBSDK SDK v12, which is useful if you are creating a custom integration for one company, or focused entirely on desktop scenarios only.
QBSDK Ref - https://developer.intuit.com/docs/0025_quickbooksapi/0055_devkits/0250_qb
Thanks
I have created a dialog that creates a quote in CRM 2011 Online and now I am trying to have a child process start another dialog to fill that quote with quote products. Sadly quote products does not initially appear in the drop down of entities that can be created within a workflow/dialog.
Does anyone know how to create a quote product from a dialog?
Unfortunately Dialogs & Workflows cannot create Quote Products (nor invoice/order/opportunity products). This has been the case since the early days and is still the case with CRM 2011.
I've been told it's due to the heavy logic that is triggered upon save of these records (rolling up totals to the parent record etc) however I struggle to see why this prevents workflows from automatically creating this data. It's something that I hope is fixed in the next major version of CRM.
As an alternative, if you use a tool like Scribe to import the data (assuming you calculate the header fields yourself) everything works just fine.
To address this limitation in CRM we have built a custom workflow step that enables you to create quote products, as well as opportunity products, orders products and invoice products. The workflow step is very easy to install, just import the managed solution and you're ready to create your dialogs and workflows. You can download the solution from our web site. There you'll also find all the documentation you need. To get a free demo license (valid for a month), send us an email.
We have created a solution with a workflow that creates order products, opportunity, quote and invoice products as well.
http://www.cartagena.no/#!mscrm-addons/l2y55
Andreas, Cartagena
I have a customer who runs an event ticket sales site. The site uses several APIs that interface with ticket sales companies. Users view ticket/seat availability for a specific event in the form of a Google Map that plots seat availaiblity on the venue image for the event.
The site was written using ASP.NET 3.5 and deployed to the customer's server without source code. Some changes were made by a previous developer by de-compiliing the existing DLL and making subsequent changes. Thus, the original source code is not usable and not available.
My customer is interested in URL routing as an enhancment and use of "friendly" URLs instead of the long query string for each event.
What are some good benefits of using ASP.NET MVC2 for the redevelopment of the site? Besides URL Routing, what other improvements can we site in a non-technical way?
Thanks much for your help!!
http://weblogs.asp.net/scottgu/archive/2007/10/14/asp-net-mvc-framework.aspx
Key Point In My Opinion:
It will enable you to easily maintain separation of concerns in your applications, as well as facilitate clean testing and TDD.
Hi you can read all in this article http://weblogs.asp.net/shijuvarghese/archive/2008/07/09/asp-net-mvc-vs-asp-net-web-form.aspx