The QBO Bill Save action saves the current Record to QuickBooks Online as a Bill

Invoices are sent in to be indexed, reviewed, and approved. Once that is complete we move on to the payment piece. With the QBO Bill Save action we can take the invoice data from DocMgt and send it to QBO to create a new Bill. If there are any problems the system will generate an error for the user to see and the process will stop. They can correct the problem and trey the action again. This action type is normally used in a button so the feedback is immediate. 


Options


    • Integration Name (Enterprise Feature) - If you have multiple QBO integrations defined you can specify which one to use by its name. If you leave this blank then the system will use the first one. 


    • Fields - Use this to map the Invoice fields in DocMgt to the Bill fields in QBO. If you use the standard QBO Bills record type then the mapping is already correct. If you did not then you need to be sure you set the mappings correctly. 


      • DocMgt Field - The name of the field in DocMgt that you need to transfer to QBO


      • QBO Field - The name of the field in QBO that corresponds to the DocMgt field. Here is a list of the field names QBO is expecting. You MUST use their names in this column!


Header Fields

DocNumber - This is the vendor's invoice number 

Vendor - This is the ID number of the Vendor. This must match one of the Vendor values from QBO or the Bill will not save.

TotalAmt - This is the total invoice amount

InvoiceDate - This is the date the invoice was sent

DueDate - This is the date the invoice is due


Line Item Fields

Account - This is the Account for this item. This must match one of the Account values from QBO or the Bill will not save. *

Item - This is the Item of this item. This must match one of the Item values from QBO or the Bill will not save. *

Class - This is the class of the line item. This must match one of the Class values from QBO or the Bill will not save.

Customer - This is the customer to which this line applies.

Description - This is a description of the line item.

Amount - This is the amount of this line item.

Billable - Whether this line is billable (Yes, Y, True, T, 1, On or Checked is true, else false)

Taxable - Whether this line is taxable (Yes, Y, True, T, 1, On or Checked is true, else false)


* Each line can be Account based or Item based. If there is an Account in the line item then it will be counted as an Account based line item. If there is no Account but there is an Item then it will be counted as an Item based line item. If there is both Account and Item then it will be counted as an Account line item.


    • Header/Line - Whether the data value is stored in the header data or the line item data