How to create a recurring invoice in Quickbooks using 'Make API call'

Questions & Answers
1

How do you create a recurring invoice with Make API in Quickbooks Online?

It’s referenced here:

2

Will you please share the scenario you created to create the recurring invoices with make in QBO? I am not finding any information about this. I want to do this. My invoices only have one line item at this point.

3

Hi. The top branch is one line item. the lower branch is two lines.

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The API endpoint I used is /recurringtransaction - Enter a path relative to https://quickbooks.api.intuit.com/ VERSION/company/YOUR-COMPANY/ . For example: /preferences .

The hard bit was the body code for the endpoint. this is the one line code. double handlebars “{{90.PrimaryEmailAddr.Address}}” are mapped fields. It might make more sense if you paste it into CodeWriter or similar software.

{
“Invoice”: {
“AllowOnlineACHPayment”: false,
“AllowOnlineCreditCardPayment”: false,
“PrintStatus”: “NeedToPrint”,
“BillEmail”: {
“Address”: “{{90.PrimaryEmailAddr.Address}}”
},

“Line”: [
{
“Id”: “1”,
“LineNum”: 1,
“Description”: “{{77.Line.Description}}”,
“Amount”: {{77.Line.Amount}},
“DetailType”: “SalesItemLineDetail”,
“SalesItemLineDetail”: {
“ItemRef”: {
“value”: “{{77.Line.SalesItemLineDetail.ItemRef.value}}”,
“name”: “{{77.Line.SalesItemLineDetail.ItemRef.name}}”
},
“UnitPrice”: {{77.Line.SalesItemLineDetail.UnitPrice}},
“Qty”: 1,
“ItemAccountRef”: {
“value”: “{{77.Line.SalesItemLineDetail.ItemAccountRef.value}}”,
“name”: “{{77.Line.SalesItemLineDetail.ItemAccountRef.name}}”
},
“TaxCodeRef”: {
“value”: “TAX”
}
}
},
{
“Amount”: {{77.Line.Amount}},
“DetailType”: “SubTotalLineDetail”,
“SubTotalLineDetail”: {}
}
],

"CustomerRef": {
  "name": "{{77.CustomerRef.name}}", 
  "value": "{{77.CustomerRef.value}}"
}, 
"TxnTaxDetail": 		{
		"TxnTaxCodeRef":{
		"value":	6
						},
  "TotalTax": 0
} ,

"LinkedTxn": [], 
"RecurringInfo": {			
  "Active": true, 			
  "RecurType": "Automated", 
  "ScheduleInfo": {
    "StartDate": "{{86.bf_start}}", 
    
    "IntervalType": "Monthly", 
    "DaysBefore": 2, 
   
    "NumInterval": 1, 
    "DayOfMonth": {{86.day}}
  }, 
  "Name": "{{94.name}}"		
}, 
"SalesTermRef": {
        "value": "7"
      }, 
"PrivateNote":"{{77.PrivateNote}}",
"DepartmentRef": {
         "value": 3,
         "name": "Recurring Transaction"
             },

“ClassRef”: {
“value”: “{{88.output}}”,
“name”: “{{87.output}}”
},

"EmailStatus": "NeedToSend", 

"AllowOnlinePayment": false, 
"AllowIPNPayment": false

}
}

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