What are QuickBooks IDs
QuickBooks Object IDs can be used for All Search, Update, and Get details action. These IDs uniquely identify each records in the application. One thing to note : IDs are not interchangeable. An ID from Salesforce cannot be used as an ID in QuickBooks. Each application stores their own record's identity in their own ID. Get details actions require you to input QuickBooks ID only.
How do I get the Document ID?
QuickBooks Document ID are usually located on your browser's link, specified as shown below :
Notice txnId=4. That means for this specific TimeActivity Record, its ID is 4.
When getting details for this specific TimeActivity using Workato, we will then need to specify 4 in the TimeSheet ID field.
Getting QuickBooks Document ID Dynamically.
Unless stored in a specific field that you know of, the most common way of getting a QuickBooks ID is from Search actions. No other ID from other applications will work.
1) Search for the object that you are looking for based on a few criteria.
Getting QuickBooks Document ID Dynamically.
Unless stored in a specific field that you know of, the most common way of getting a QuickBooks ID is from Search actions. No other ID from other applications will work.
2) In the next steps, the search action's output will appear on the App Data. Simply look for the ID data pill and place them in the field.