Zynk Workflow Documentation

The Upload Purchase Orders task allows you to create and update purchase orders in QuickBooks. Any fields not documented below are not currently supported by our upload.

Sample import file for creating a basic purchase order:

<?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>7440</ExternalId>
    <Data domain="QBO" xmlns="http://schema.intuit.com/finance/v3">
      <AutoDocNumber>true</AutoDocNumber>
      <Line>
        <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>
      <APAccountRef name="Creditors"></APAccountRef>
      <VendorRef name="Zynk Software Vendor"></VendorRef>
    </Data>
  </RecordOfPurchaseOrder>
</ArrayOfPurchaseOrder>

In each of the following sections most of the XML has been omitted to make the samples easier to read, you will need to provide the above as a minimum to create a purchase order. The whole structure from the root element down is shown in the samples below as a reference of where elements should appear in the object model.

Purchase Order Details

 XML Field QuickBooks Field  Example Field Type Field Length  Input Notes
Id - 1234 integer - Optional Used for matching to existing purchase orders.
ExternalId - 7440 string 255 Optional Used for matching to existing purchase orders, and duplicate prevention. The value provided will be stored in Zynk’s truth table, and used to lookup the Id of the purchase order.
DocNumber Purchase Order No. 1001 string 21 Dependant Used for matching to existing purchase orders. Can be auto generated when creating new purchase orders, by setting AutoDocNumber to true (requires custom transaction numbers to be disabled in QuickBooks).
AutoDocNumber - false boolean - Optional Set to true to generate a DocNumber automatically if not specified in the XML. AutoDocNumber will default to false if not specified.
TxnDate Purchase Order Date 2016-07-15 date - Optional Will default to the current date if not provided.
VendorRef Supplier 1 integer - Required If you don’t know the supplier ID, you can specify their name using the name attribute, and the task will perform a lookup.
DepartmentRef Department 1 integer - Optional Can only be set if department tracking is enabled in QuickBooks. If you don’t know the department ID, you can specify the name using the name attribute, and the task will perform a lookup.
ExchangeRate Exchange Rate 1.345 decimal - Optional Defaults to 1 if not specified. Can only be set if multi currency is enabled in QuickBooks.
PrivateNote Memo Example memo string 4000 Optional  
Memo Your Message To Supplier Example memo string 1000 Optional  
VendorAddr Mailing Address - - - Optional Will default to the supplier’s default address if not specified.
VendorAddr > Line 1 Mailing Address Zynk Software string 500 Optional  
VendorAddr > Line 2 Mailing Address Nelson House string 500 Optional  
VendorAddr > Line 3 Mailing Address Jesmond string 500 Optional  
VendorAddr > Line 4 Mailing Address string 500 Optional    
VendorAddr > Line 5 Mailing Address string 500 Optional    
VendorAddr > City Mailing Address Newcastle string 255 Optional  
VendorAddr > Country Mailing Address England string 255 Optional  
VendorAddr > CountrySubDivisionCode Mailing Address Tyne & Wear string 255 Optional  
VendorAddr > PostalCode Mailing Address NE2 3AE string 31 Optional  
ShipAddr Shipping Address  - - - Optional Will default to your companies default address if not specified.
ShipAddr > Line 1 Shipping Address Zynk Software string 500 Optional  
ShipAddr > Line 2 Shipping Address Nelson House string 500 Optional  
ShipAddr > Line 3 Shipping Address Jesmond string 500 Optional  
ShipAddr > Line 4 Shipping Address string 500 Optional    
ShipAddr > Line 5 Shipping Address string 500 Optional    
ShipAddr > City Shipping Address Newcastle string 255 Optional  
ShipAddr > Country Shipping Address England string 255 Optional  
ShipAddr > CountrySubDivisionCode Shipping Address Tyne & Wear string 255 Optional  
ShipAddr > PostalCode Shipping Address NE2 3AE string 31 Optional  
APAccountRef Account 1 integer - Required If you don’t know the account ID, you can specify the name using the name attribute, and the task will perform a lookup. The chosen account must have the classification ‘Liability’ and sub type ‘Accounts Payable’.
SalesTermRef Terms 1 integer - Optional If you don’t know the sales term ID, you can specify the name using the name attribute, and the task will perform a lookup.
DueDate Due Date 2016-07-15 date - Optional Will be set based on the SalesTermRef of not specified.
GlobalTaxCalculation Amounts are TaxExcluded enum - Optional Allowed values are TaxExcluded, TaxInclusive and NotApplicable.
ShipMethodRef Ship Via 1 integer - Optional If you don’t know the shipping method ID, you can specify the name using the name attribute, and the task will perform a lookup.
POStatus - Open enum - Optional Allowed values are Open and Closed. Defaults to Open if not provided.
<?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>7440</ExternalId>
    <Data domain="QBO" xmlns="http://schema.intuit.com/finance/v3">
      <Id>1234</Id>
      <DocNumber>1001</DocNumber>
      <AutoDocNumber>false</AutoDocNumber>
      <TxnDate>2016-07-15</TxnDate>
      <VendorRef name="Zynk Software Vendor">1</VendorRef>
      <DepartmentRef name="Sales">1</DepartmentRef>
      <ExchangeRate>1.345</ExchangeRate>
      <PrivateNote>Example memo</PrivateNote>
      <Memo>Example memo</Memo>
      <VendorAddr>
        <Line1>Zynk Software</Line1>
        <Line2>Nelson House</Line2>
        <Line3>Jesmond</Line3>
        <Line4></Line4>
        <Line5></Line5>
        <City>Newcastle</City>
        <Country>England</Country>
        <CountrySubDivisionCode>Tyne & Wear</CountrySubDivisionCode>
        <PostalCode>NE2 3AE</PostalCode>
      </VendorAddr>
      <ShipAddr>
        <Line1>Zynk Software</Line1>
        <Line2>Nelson House</Line2>
        <Line3>Jesmond</Line3>
        <Line4></Line4>
        <Line5></Line5>
        <City>Newcastle</City>
        <Country>England</Country>
        <CountrySubDivisionCode>Tyne & Wear</CountrySubDivisionCode>
        <PostalCode>NE2 3AE</PostalCode>
      </ShipAddr>
      <SalesTermRef name="Due on receipt">1</SalesTermRef>
      <DueDate>2016-07-15</DueDate>
      <GlobalTaxCalculation>TaxExcluded</GlobalTaxCalculation>
      <ShipMethodRef name="DHL">1</ShipMethodRef>
      <POStatus>Open</POStatus>
    </Data>
  </RecordOfPurchaseOrder>
</ArrayOfPurchaseOrder>

Purchase Order Details - Items

There are two types of item that can be added to a purchase order, as shown below. The item type is specified by the DetailType element in the XML.

Item Based Expense Line

 XML Field QuickBooks Field  Example Field Type Field Length  Input Notes
Id - 1234 integer - Dependant Used for matching to existing line items. Required when updating an existing item line.
LineNum - 1 integer - Optional Specifies the position of the line.
Description Description Water bottles string 4000 Optional  
Amount Amount 661.71 decimal - Required The total amount for the line.
DetailType - ItemBasedExpenseLineDetail enum - Required Set to ItemBasedExpenseLineDetail for this item type.
ItemBasedExpenseLineDetail > ItemRef Product/Service 1 integer - Optional If you don’t know the item ID, you can specify the SKU or name using the name attribute, and the task will perform a lookup. If an item ref is not provided, it is treated as documentation and the Amount will be ignored.
ItemBasedExpenseLineDetail > UnitPrice Rate 66.1717023 decimal - Optional  
ItemBasedExpenseLineDetail > MarkupInfo > PercentBased - true boolean - Optional  
ItemBasedExpenseLineDetail > MarkupInfo > Value - 40 decimal - Optional  
ItemBasedExpenseLineDetail > MarkupInfo > Percent - 80 decimal - Optional  
ItemBasedExpenseLineDetail > Qty Qty 10 decimal - Required  
ItemBasedExpenseLineDetail > TaxCodeRef Vat 13.24 integer - Optional If you don’t know the tax code ID, you can specify the name using the name attribute, and the task will perform a lookup.
ItemBasedExpenseLineDetail > CustomerRef Customer 1 integer - Optional If you don’t know the customer ID, you can specify the name using the name attribute, and the task will perform a lookup.
ItemBasedExpenseLineDetail > Billable Status -  Billable enum - Optional Allowed values are Billable, NotBillable and HasBeenBill.
<?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>
    <Data domain="QBO" xmlns="http://schema.intuit.com/finance/v3">
      <Line>
        <Id>1234</Id>
        <LineNum>1</LineNum>
        <Description>Water bottles</Description>
        <Amount>661.71</Amount>
        <DetailType>ItemBasedExpenseLineDetail</DetailType>
        <ItemBasedExpenseLineDetail>
          <ItemRef name="Water Bottles"></ItemRef>
          <UnitPrice>66.1717023</UnitPrice>
          <MarkupInfo>
            <PercentBased>true</PercentBased>
            <Value>52.9373618</Value>
            <Percent>80</Percent>
          </MarkupInfo>
          <Qty>10</Qty>
          <TaxCodeRef name="20.0% S">1</TaxCodeRef>
          <CustomerRef name="Zynk Software">1</CustomerRef>
          <BillableStatus>Billable</BillableStatus>
        </ItemBasedExpenseLineDetail>
      </Line>
    </Data>
  </RecordOfPurchaseOrder>
</ArrayOfPurchaseOrder>

Account Based Expense Line

 XML Field QuickBooks Field  Example Field Type Field Length  Input Notes
Id - 1234 integer - Dependant Used for matching to existing line items. Required when updating an existing item line.
LineNum - 1 integer - Optional Specifies the position of the line.
Description Description Expense string 4000 Optional  
Amount Amount 200.00 decimal - Required The total amount for the line.
DetailType - AccountBasedExpenseLineDetail enum - Required Set to AccountBasedExpenseLineDetail for this item type.
AccountBasedExpenseLineDetail > AccountRef Account 1 decimal - Required If you don’t know the account ID, you can specify the name using the name attribute, and the task will perform a lookup. The chosen account must have the type ‘Expense’.
ItemBasedExpenseLineDetail > MarkupInfo > PercentBased - true boolean - Optional  
ItemBasedExpenseLineDetail > MarkupInfo > Value - 150.00 decimal - Dependant Required when PercentBased is set to false.
ItemBasedExpenseLineDetail > MarkupInfo > Percent - 75 decimal - Dependant Required when PercentBased is set to true.
ItemBasedExpenseLineDetail > TaxAmount Vat 40 decimal - Optional  
ItemBasedExpenseLineDetail > TaxCodeRef Vat 1 integer - Optional If you don’t know the tax code ID, you can specify the name using the name attribute, and the task will perform a lookup.
ItemBasedExpenseLineDetail > CustomerRef Customer 1 integer - Optional If you don’t know the customer ID, you can specify the name using the name attribute, and the task will perform a lookup.
ItemBasedExpenseLineDetail > Billable Status -  Billable enum - Optional Allowed values are Billable, NotBillable and HasBeenBill.
<?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>
    <Data domain="QBO" xmlns="http://schema.intuit.com/finance/v3">
      <Line>
        <Id>1234</Id>
        <Description>Expense</Description>
        <Amount>200.00</Amount>
        <DetailType>AccountBasedExpenseLineDetail</DetailType>
        <AccountBasedExpenseLineDetail>
          <AccountRef name="Dues and Subscriptions">1</AccountRef>
          <TaxAmount>40</TaxAmount>
          <MarkupInfo>
            <PercentBased>true</PercentBased>
            <Value>150.00</Value>
            <Percent>75</Percent>
          </MarkupInfo>
          <TaxCodeRef name="20.0% S">1</TaxCodeRef>
          <CustomerRef name="Zynk Software">1</CustomerRef>
          <BillableStatus>Billable</BillableStatus>
        </AccountBasedExpenseLineDetail>
      </Line>
    </Data>
  </RecordOfPurchaseOrder>
</ArrayOfPurchaseOrder>

Custom Fields

QuickBooks supports up to 3 custom fields, which can be set as described below. The custom field must already exist in QuickBooks, the task will not automatically create custom fields.

 XML Field QuickBooks Field  Example Field Type Field Length  Input Notes
DefinitionId Name 1 integer - Dependant This is the number of the custom field, used for matching. Will be either 1, 2 or 3. Required if Name is not specified.
Name Name Sales Rep string 15 Dependant The name of the custom field, used for matching. Required if DefinitionId is not specified.
StringValue Value John Smith string 31 Optional  
<?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>
    <Data domain="QBO" xmlns="http://schema.intuit.com/finance/v3">
      <CustomField>
        <DefinitionId>1</DefinitionId>
        <Name>Sales Rep</Name>
        <StringValue>John Smith</StringValue>
      </CustomField>
    </Data>
  </RecordOfPurchaseOrder>
</ArrayOfPurchaseOrder>

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