quickbooks
Send quote to QuickBooks
Sends the confirmed and validated Filmo quote to QuickBooks only once: uses the link, adopts the quote already bearing its number, or creates it with the customer, taxes and expiry date, and checks that QuickBooks calculates the same total. If it does not match, removes it from QuickBooks.
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
quoteIdstringRequired
Outputs
quoteIdstring
outcomeenum<string>
Available options: linked, adopted, created
externalIdstring
docNumberstring
totalnumber
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