quickbooks
Record an invoice from QuickBooks in Filmo
Records an invoice created directly in QuickBooks as an externally issued mirror in Filmo, and updates it from QuickBooks (content, payments 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. |
| Add-on | Sales documents |
| Needs an accounting provider | QuickBooks |
| Destructive | Not declared |
Inputs
quickbooksInvoiceIdstringRequired
The invoice ID in QuickBooks, provided by the “Invoice created in QuickBooks” or “Invoice updated in QuickBooks” trigger.
Outputs
invoiceIdstring
documentNumberstring
outcomeenum<string>
Available options: created, updated, unchanged, skipped
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