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Quickbooks component

Quickbooks component

QuickBooks is a software to manage sales and expenses, and keep track of daily transactions.

Latest changelog

1.1.0 (January 30, 2020)

  • Update sailor version to 2.6.1

To see the full changelog please use the following link.

OAuth keys and credentials

Here is the information about how to retrieve OAuth keys.

The keys could be found by appending the application_id in the following way:

OAuth keys and credentials

Minor api version

This field represents current API minor version. For default it’s 26.

Working with dynamic metadata

To create custom fields on the Configure input step, you should first choose an entity (object) type you want to work with. Click on the Object type to… and wait for data uploading. Then you’ll see a list of entities which are available for this action or trigger. You should choose one.

Configure input - object type to upsert

Then you wait for uploading metadata (input object structure). After metadata uploaded you can complete input object to retrieve response sample.

Configure input - integrator mode

Structure of the input object will be based on entityType field content.


Polling Trigger

Allows to get entries by chosen type. On the first request, trigger provides all existing objects by current type. On the next iterations, trigger will provide ONLY objects which were changed since a previous request. This trigger supports all type of business entities.

This trigger supports response pagination. The maximum number of entities that can be returned in a response is 1000. If the result size is not specified, the default number is 1000. If a query returns many entities, fetch the entities in chunks. To set response size you you should set/change ‘Batch Size for request pagination’ field in trigger settings.


Insert Object

Allows to add a new entity to your company. To Insert entity you must provide mandatory fields and fields which you want to update. This action is available ONLY for entities which can’t be updated with API. This action contains dynamic metadata.

Upsert Object

Allows to add a new object or update one of the existing objects in your company. To add a new object you should provide business required fields in the request body. To update entity you should provide primary key and fields which you want to update. This action contains dynamic metadata.

Delete Object

Allows to remove existing entity in your division. To remove contact you need to provide a primary key in the request body. This action contains dynamic metadata.

General Update & Upsert Actions

To prevent problems with concurrent access QuickBooks API entities have SyncToken field. This field is required for update API request. If you provide wrong SyncToken your request will be rejected with 400 code.

Current Limitations

For now, API XSD description doesn’t have any information about required fields, so be careful while creating insert, update or upsert requests.

Entities metadata structure was created from v3_minor_version_26 XSD version. Be careful, metadata was created once from the XSD, and now is stored in the component schemas/io.

The QuickBooks API has some limitations for request number:

  • Sandbox servers: Throttled at 100 requests per minute, per individual app.
  • Production servers: Throttled to 500 requests per minute, per realm ID.

Here is more information about the request limitations.

Additional info