Posting on behalf of MicroPlanet
The Workato interface should make the QBO invoice status available so that data can be sent to the transaction system (e.g. Salesforce). The limitation is that current users will be only be able to get "Email Status" but not Invoice status like Open, Overdue, Closed, Paid, Etc.
In addition, it will be good to manage Terms (Net 15, Net 30, etc,) within Salesforce where customer records are managed, but this terms cannot be sent to Quickbooks as the field is not present, as it is currently restricted to Due Date, instead of Terms. However, QBO will include it if users transact the invoice within QBO, but if it is done via Workato, it doesn't populate.
Hi Bryant and Ron,
Unfortunately, the QuickBooks Invoice API does not provide us with the transaction status. See https://developer.intuit.com/docs/api/accounting/invoice. The way to tell that an invoice is paid is if the balance is zero and for an invoice to be overdue is if the balance is greater than zero and the current date later than invoice due date.
As for the management of Terms, this is possible that we will submit the request to add that in.
Hi Bryant, Ron,
Invoice Terms is now available as an Input Field in QuickBooks Invoice Actions.
Do give it a try and let me know if it works.
Hey Workato Team,
Any developments on the in the last 2 years. We are also looking to use Invoice Status = 'Closed' as a trigger to update fields in Sales Force. Have QBO developed their API to the point where this is possible yet?
Hi Alex, unfortunately, it seems that QuickBooks has not implemented this functionality to their API. You may want to bring it up to their attention, possibly through their forums as well. Thank you.
Send us a ticket, we will try our best to assist you with your problem