返回 QuickBooks Invoices

將 Knoon AI 與 QuickBooks Invoices (QuickBooks) 連接以自動化 AI 工作流程。

Create a new QuickBooks invoice and send it through QuickBooks when a billing email is present.
quickBooksInvoiceCreate
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內部
權限
  • com.intuit.quickbooks.accounting
可選權限
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參數
名稱類型說明必填
customerIdmustache Customer ID for the invoice.是的
lineItemsJsonmustache JSON array of QBO Line objects (e.g. [{"DetailType":"SalesItemLineDetail","Amount":120,"SalesItemLineDetail":{"ItemRef":{"value":"123"}}}]).是的
defaultTaxCodeIdfile Optional default QuickBooks tax code. Applied only to line items without TaxCodeRef.
txnDatemustache Optional transaction date (YYYY-MM-DD).
dueDatemustache Optional due date (YYYY-MM-DD).
docNumbermustache Optional document number.
privateNotemustache Optional private note.
billEmailmustache Optional billing email. When present on the created invoice, QuickBooks emails the invoice automatically.
billEmailCcmustache Optional comma-separated CC email addresses for the QuickBooks invoice email.
billEmailBccmustache Optional comma-separated BCC email addresses for the QuickBooks invoice email.
currencyCodemustache Optional currency code.
minorVersionmustache Optional QuickBooks minor version (defaults to 75).
payloadJsonmustache Optional full Invoice JSON. If provided, it is merged with the fields above and takes precedence.
退貨
名稱類型說明
idstring Invoice ID.
docNumberstring Document number.
customerIdstring Customer ID.
txnDatestring Transaction date.
dueDatestring Due date.
totalAmountnumber Total amount.
balancenumber Open balance.
privateNotestring Private note.
billEmailstring Billing email address.
billEmailCcstring CC billing email addresses.
billEmailBccstring BCC billing email addresses.
emailStatusstring QuickBooks email delivery status.
emailSentboolean Whether QuickBooks reports the invoice email as sent.
emailErrorstring Email delivery error for this action, when present.
invoiceLinkstring Public QuickBooks link for the customer to view and pay the invoice, when available.
currencyCodestring Currency code.
syncTokenstring Sync token for updates.