Zynk Workflow Documentation

This task will insert new and update existing sales receipts in Quickbooks Online, from an XML file. The logic surrounding inserting/updating sales receipts works as follows:

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

Upload Sales Receipts

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.

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.

Examples

Sample input file:

    <?xml version="1.0" encoding="utf-8"?>
    <ArrayOfSalesReceipt xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
      <RecordOfSalesReceipt>
        <ExternalId>114</ExternalId>
        <Data domain="QBO" xmlns="http://schema.intuit.com/finance/v3">
          <AutoDocNumber>true</AutoDocNumber>
          <CurrencyRef name="United States Dollar">GBP</CurrencyRef>
          <PrivateNote>this is a memo</PrivateNote>
          <BillAddr>
            <Line1>Zynk Software</Line1>
            <Line2>Nelson House</Line2>
            <Line3>Jesmond</Line3>
            <City>Newcastle</City>
            <CountrySubDivisionCode>Tyne &amp;amp; Wear</CountrySubDivisionCode>
            <Country>England</Country>
            <PostalCode>NE2 3AE</PostalCode>
          </BillAddr>
          <ShipAddr>
            <Line1>Zynk Software</Line1>
            <Line2>Nelson House</Line2>
            <Line3>Jesmond</Line3>
            <City>Newcastle</City>
            <CountrySubDivisionCode>Tyne &amp;amp; Wear</CountrySubDivisionCode>
            <Country>England</Country>
            <PostalCode>NE2 3AE</PostalCode>
          </ShipAddr>
          <Line>
            <Id>1</Id>
            <LineNum>1</LineNum>
            <Description>Catering -- food &amp;amp; beverage</Description>
            <Amount>50</Amount>
            <DetailType>SalesItemLineDetail</DetailType>
            <SalesItemLineDetail>
              <ItemRef name="Catering"></ItemRef>
              <UnitPrice>50</UnitPrice>
              <Qty>1</Qty>
              <TaxCodeRef name="20.0% S"></TaxCodeRef>
            </SalesItemLineDetail>
          </Line>
          <CustomerRef name="Zynk Software"></CustomerRef>
          <CustomerMemo>this is a message</CustomerMemo>
          <BillEmail>
            <Address>support@zynk.com</Address>
          </BillEmail>
          <PaymentMethodRef name="Cash"></PaymentMethodRef>
          <PaymentRefNum>abc123</PaymentRefNum>
          <DepositToAccountRef name="Current"></DepositToAccountRef>
        </Data>
      </RecordOfSalesReceipt>
    </ArrayOfSalesReceipt>


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