Overview
Activities
IntelliBuddies QuickBooks Online activities enable you to automate your processes around QuickBooks Online. You can connect to your QuickBooks using QuickBooks Online Context and perform actions such as creating and modifying QuickBooks entities, Uploading and downloading Attachments. Here is the list of activities supported by IntelliBuddies to automate your QuickBooks processes.
| Activity | Description |
|---|---|
| QuickBooks Online Context | Create a context by connecting to Quickbooks Online so that other QuickBooks Activities can utilize this context and perform the corresponding operations on QuickBooks Online Entities. |
| Add Attachment | Adds the specified Attachment to the given QuickBooks Online entity. |
| Download Attachment | Downloads the specified attachment into the specified folder. |
| Get Attachment By Name | Retrieves the specified Attachment by its name from the QuickBooks Online attachment repository. |
| Get Attachment | Retrieves the specified Attachment from the QuickBooks Online attachment repository. |
| Remove Attachment | Removes the reference of the given Attachment from the specified Entity. |
| Upload Attachment | Upload the specified file as an attachment to the specified Entity. |
| Create Entity | Creates a new entity of the selected entity type with the associated values provided. |
| Create Line Item | Adds the created line item to the entity record by assigning the line items to the Lines property of the Create Entity activity |
| Create Line Items | Creates Category / Line items inside the supported entities |
| Delete Entities | Deletes the entities of the selected entity type based on the specified criteria. |
| Get Entities | Retrieves one or more entities from the selected entity type based on the specified criteria. |
| Get Entities By Id | Retrieves the specified Entity by its ID from the specified entity type. |
| Update Entities | Updates the entities of the selected entity type with the new values provided. |
Limitations
- You can only execute two QBO jobs concurrently if you satisfy the requirements for concurrent jobs execution.
- The QBO Refresh Token retrieved from the OAuth Playground is only valid for 101 days. Once it crosses its validity, the process will throw the Refresh Token Expired exception. You must manually provide the new set of credential tokens once the refresh token expires.
Refresh Token Expired Exception
- The QBO process will throw this exception once the refresh token in the provided credential file expires and QuickBooks Online API throws an 'invalid_grant' exception.
- The exception message: The provided refresh token has expired. Please reconfigure the QuickBooks Online Context.