Export Purchase Orders From QuickBooks Online
This task will download purchase orders from Quickbooks Online to a Quickbooks Online Purchase Order XML file.
Download Purchase Orders
Connection
Required
Select a connection to the Quickbooks Online company you want to use. See Connecting to QuickBooks Online
Export Settings -> Date Created
Required
When the 'Export Modified, New or All Records' setting is set to 'New', only records created after this date will be exported. The date will update automatically each time the task runs, to ensure that only records created since the task last ran will be exported.
Export Settings -> Date Modified
Required
When the 'Export Modified, New or All Records' setting is set to 'Modified', only records created or updated after this date will be exported. The date will update automatically each time the task runs, to ensure that only records modified since the task last ran will be exported.
Export Settings -> Export Modified, New or All Records
Required
Used to choose which records should be included in the export. The available options are:
- All - All records will be exported, regardless of whether or not they have been created or updated since the task last ran.
- New - Only records created since the task last ran will be exported.
- Modified - Only records created or updated since the task last ran will be exported.
Filter
Optional
Allows a filter to be set to limit the data that is returned. The following operators are supported by Quickbooks Online:
- Equals (e.g.
CustomerRef = '123'
) - Greater than (e.g.
TxnDate > '2016-01-01'
) - Greater than or equal to(e.g.
TxnDate >= '2016-01-01'
) - Less than (e.g.
TxnDate < '2016-01-01'
) - Less than or equal to (e.g.
TxnDate <= '2016-01-01'
) - In (e.g.
CustomerId IN ('1', '2')
) - Like (e.g.
GivenName LIKE 'Fred%'
) - And (e.g.
Active = true AND GivenName LIKE 'Fred%'
)
Output File
Required
The file save exported records to.
Page Size
Required
The number of records to include in each page of results exported from Quickbooks. Increasing this value will speed up the export, but will use more memory. Defaults to 100.
Zynk Settings
Available Filters
- Id
- DocNumber
- TxnDate
- APAccountRef
- DueDate
Examples
Sample output 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>3794</ExternalId>
<Data
domain="QBO" sparse="false"
xmlns="http://schema.intuit.com/finance/v3">
<Id>17</Id>
<SyncToken>3</SyncToken>
<MetaData>
<CreateTime>2016-04-19T17:18:38+01:00</CreateTime>
<LastUpdatedTime>2016-04-20T22:18:49+01:00</LastUpdatedTime>
</MetaData>
<DocNumber>1002</DocNumber>
<TxnDate>2015-07-29T00:00:00</TxnDate>
<CurrencyRef name="Hong Kong Dollar">HKD</CurrencyRef>
<ExchangeRate>0.080028</ExchangeRate>
<LinkedTxn>
<TxnId>157</TxnId>
<TxnType>Bill</TxnType>
</LinkedTxn>
<Line>
<Id>1</Id>
<Description>Water bottles -- generic</Description>
<Amount>6617.17</Amount>
<DetailType>ItemBasedExpenseLineDetail</DetailType>
<ItemBasedExpenseLineDetail>
<ItemRef name="Water Bottles">19</ItemRef>
<UnitPrice>66.1717023</UnitPrice>
<Qty>100</Qty>
<TaxCodeRef>3</TaxCodeRef>
<CustomerRef name="Oxon Insurance Agency:Oxon - Holiday Party">55</CustomerRef>
<BillableStatus>NotBillable</BillableStatus>
</ItemBasedExpenseLineDetail>
</Line>
<TxnTaxDetail>
<TaxLine>
<Amount>1323.43</Amount>
<DetailType>TaxLineDetail</DetailType>
<TaxLineDetail>
<TaxRateRef>3</TaxRateRef>
<PercentBased>true</PercentBased>
<TaxPercent>20</TaxPercent>
<NetAmountTaxable>6617.17</NetAmountTaxable>
</TaxLineDetail>
</TaxLine>
</TxnTaxDetail>
<VendorRef name="Hall's Promo Items">57</VendorRef>
<APAccountRef name="Creditors">71</APAccountRef>
<TotalAmt>7940.6</TotalAmt>
<GlobalTaxCalculation>TaxExcluded</GlobalTaxCalculation>
<ShipAddr>
<Id>57</Id>
<Line1>Long for Successful Events -- Sample Company</Line1>
<Line2>2500 Garcia Ave</Line2>
<Line3>SomeCity</Line3>
<Line4>CR2 6XH</Line4>
<Lat>INVALID</Lat>
<Long>INVALID</Long>
</ShipAddr>
<POStatus>Closed</POStatus>
</Data>
</RecordOfPurchaseOrder>
</ArrayOfPurchaseOrder>