I’m trying to set up a simple scenario to send email or messages to someone (this could expand to other things)
But the key would be to get Transaction in the Quickbook Module… Right now the “Search for Purchases” works fine except that it only pulls in transactions that have been categorized. I’m guessing it doesn’t recognize uncategorized transactions as purchases.
I’m looking for a similar solution. I need checks posted to bank accounts only. Does anyone know how to configure the Quickbooks Make an API module to pull all transactions? I could then use a filter to grab the checks within a date range.
Hi @FDM,
i’m not too familiar with the Quickbooks API, but this endpoint looks like the right one:
https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/transactionlist
I solved my problem. You have to use the Make an API Call Module.
URL: /reports/TransactionList
Query Strings (Key | value)
Minor version | 73
query | select * from TransactionList
date_macro | This Calendar Year-to-date
source_account_type | Bank
transaction_type | Check
@Jerry_B “Purchases” isn’t a transaction type. Here is the full list of transaction types you can query
CreditCardCharge, Check, Invoice, ReceivePayment, JournalEntry, Bill, CreditCardCredit, VendorCredit, Credit, BillPaymentCheck, BillPaymentCreditCard, Charge, Transfer, Deposit, Statement, BillableCharge, TimeActivity, CashPurchase, SalesReceipt, CreditMemo, CreditRefund, Estimate, InventoryQuantityAdjustment, PurchaseOrder, GlobalTaxPayment, GlobalTaxAdjustment, Service Tax Refund, Service Tax Gross Adjustment, Service Tax Reversal, Service Tax Defer, Service Tax Partial Utilisation
I think you are trying to pull sales, so you could query your sales income account using the Search Accounts Module and filter for that specific account. If you are trying to locate purchases you made, it depends on how it was paid for, for example you can search for payment type: credit card. Hope that helps.
blueprint.json (56.3 KB)