quickbooks
Record a credit note from QuickBooks in Filmo
Records a credit memo created directly in QuickBooks as an externally issued mirror credit note in Filmo, and updates it from QuickBooks (content and voiding). Documents sent by Filmo are skipped. A fixed-amount discount, tax-inclusive amounts, an unknown tax code, an ambiguous contact or a duplicate number makes the step fail with the reason.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Domain | quickbooks |
| Runs as | The owner of the workflow, with their permissions |
| Permission | Edit access to Sales. Administrators always pass; a module outside the plan blocks everyone. |
| Needs an accounting provider | QuickBooks |
| Destructive | Not declared |
Inputs
quickbooksCreditNoteIdstringRequired
The credit note ID in QuickBooks, provided by the “Credit note created in QuickBooks” or “Credit note updated in QuickBooks” trigger.
Outputs
creditNoteIdstring
documentNumberstring
outcomeenum<string>
Available options: created, updated, unchanged, skipped
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