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

Invoices are sent in to be indexed, reviewed, and approved. Once that is complete we move on to the receivables piece. With the QBO Invoice Save action we can take the invoice data from DocMgt and send it to QBO to create a new Invoice. 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 try 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 Invoice fields in QBO. If you use the standard QBO Invoices 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 invoice number

Customer - This is the ID number of the Customer. This must match one of the Customer values from QBO or the Invoice 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

Location - This is the location associated with the invoice


Line Item Fields

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

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

Description - This is a description of the line item.

Rate - This is the amount for each item.

Qty - This is the quantity of items.

Amount - This is the total amount of this line item.




    • Header/Line - Whether the data value is stored in the header data, the line item data or it is a custom field.