QuickBooks Online integration reference
Things to know when synchronizing data with QuickBooks Online.
Note the following information when building your application using our QuickBooks Online integration.
Direct Incomes includes Sales Receipts and Refund Receipts from QuickBooks Online.
When pushing Direct Incomes to QuickBooks Online, you must enter Sales Receipts as positive amounts and Refund Receipts as negative amounts.
Invoice Line Items
When pushing an Invoice to QBO, you can create line items without referring to existing items in QBO. However, if you do not specify an existing item with an existing
itemID for the invoice line item, Codat uses the Default Item that is set for the company. This will also use the default
AccountRef associated with the Default Item.
When pulling Payment Methods from QuickBooks Online, the Payment Method
type is always
Field coverage for supported data types
Codat's data model supports a wide range of fields within each data type.
Sometimes a provider's API does not grant access to a field that exists in a Codat data type. Conversely, our data model sometimes does not support all the relevant fields on an object in a provider's API.
The following table highlights selected fields that are not available in data pulled and pushed from QuickBooks Online.
Unavailable provider fields
|Codat data type and field||Status|
|Bank Transactions||Bank account number is not available in the provider's API.|
Item bundles in QuickBooks Online are supported for Direct Incomes, Invoices, and Credit Notes only.