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Import Purchase Orders To QuickBooks Online

This task will insert new and update existing purchase orders in Quickbooks Online, from a Quickbooks Online Purchase Order XML file. The logic surrounding inserting/updating purchase orders works as follows:

  1. If an Id is provided for the purchase order, and a purchase order already exists in Quickbooks with this Id, the existing purchase order will be updated.
  2. If an ExternalId is provided for the purchase order, and a match is found in Zynk's truth table, the existing purchase order will be updated.
  3. If a DocNumber is provided for the purchase order, and a purchase order already exists in Quickbooks with this DocNumber, the existing purchase order will be updated.
  4. If none of the above conditions are fulfilled, a new purchase order will be created.

Upload Purchase Orders

Connection

Required
Select a connection to the Quickbooks Online company you want to use. See Connecting to QuickBooks Online

Fail File

Required
The XML file to output any records to which fail to import to Quickbooks.

Input File

Required
The XML file containing the records to import to Quickbooks. See below for a sample input file.

Success File

Required
The XML file to output any records to which are successfully imported to Quickbooks.

Batch Size

Required
The maximum number of records to include in each batch sent to QuickBooks Online. The value must be between 1 and 25. Defaults to 25.

Prevent Reprocessing

Required
Set to true to prevent the same records being imported to Quickbooks more than once. Only works on records where an ExternalId is provided in the input file.

Match Customers/Vendors On

Required
Select the field in Quickbooks to match the name attribute on the CustomerRef/VendorRef element to. The following options are available:

  • DisplayName
  • CompanyName
  • GivenName
  • MiddleName
  • FamilyName

Examples

Sample input file:

<?xml version="1.0" encoding="utf-8"?>
<ArrayOfPurchaseOrder
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <RecordOfPurchaseOrder>
    <ExternalId>12313</ExternalId>
    <Data
      domain="QBO"
      xmlns="http://schema.intuit.com/finance/v3">
      <TxnDate>2016-07-07T00:00:00</TxnDate>
      <VendorRef name="Zynk Software Vendor"></VendorRef>
      <CurrencyRef>GBP</CurrencyRef>
      <Line>
        <Id>1</Id>
        <Description>Water bottles -- generic</Description>
        <Amount>6617.17</Amount>
        <DetailType>ItemBasedExpenseLineDetail</DetailType>
        <ItemBasedExpenseLineDetail>
          <ItemRef name="Water Bottles"></ItemRef>
          <UnitPrice>66.1717023</UnitPrice>
          <Qty>10</Qty>
          <TaxCodeRef name="20.0% S"></TaxCodeRef>
          <CustomerRef name="Zynk Software"></CustomerRef>
          <BillableStatus>NotBillable</BillableStatus>
        </ItemBasedExpenseLineDetail>
      </Line>
      <APAccountRef name="Creditors"></APAccountRef>
      <BillAddr>
        <Line1>Nelson House</Line1>
        <Line2>Jesmond</Line2>
        <City>Newcastle</City>
        <CountrySubDivisionCode>Tyne &amp;amp; Wear</CountrySubDivisionCode>
        <Country>England</Country>
        <PostalCode>NE2 3AE</PostalCode>
      </BillAddr>
      <ShipAddr>
        <Line1>Nelson House</Line1>
        <Line2>Jesmond</Line2>
        <City>Newcastle</City>
        <CountrySubDivisionCode>Tyne &amp;amp; Wear</CountrySubDivisionCode>
        <Country>England</Country>
        <PostalCode>NE2 3AE</PostalCode>
      </ShipAddr>
    </Data>
  </RecordOfPurchaseOrder>
</ArrayOfPurchaseOrder>