Wiresk

Wiresk

QuickBooks – Manage Entities, Files, Emails

Estimated reading time: 12 min

What your automation will do…

A connection to your QuickBooks account is needed so we can sync it with our platform.
Refer to QuickBooks – connection.
You can include between 1 and 255 Methods to build complex Flows.
QUICKBOOK
The Payment Method resource provides the method of payment for received goods.

See Quickbooks Card API reference. 

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature.
Name*Create Payment Method
Connection*Select your connection or create one.
MAP FIELDS
Name*User recognizable name for the payment method.
ActiveIf true, this entity is currently enabled for use by QuickBooks.
TypeDefines the type of payment. Valid values include CREDIT CARD or NON CREDIT CARD.

(*) required field

Response example from Create Credit Card 
{
  "PaymentMethod": {
    "SyncToken": "0", 
    "domain": "QBO", 
    "Name": "Business Check", 
    "sparse": false, 
    "Active": true, 
    "Type": "NON_CREDIT_CARD", 
    "Id": "10", 
    "MetaData": {
      "CreateTime": "2015-07-24T15:37:44-07:00", 
      "LastUpdatedTime": "2015-07-24T15:37:44-07:00"
    }
  }, 
  "time": "2015-07-24T15:37:44.79-07:00"
}
Expand
Attach notes to objects using this endpoint. Adjust the value of the Attachable Reference element to target specific objects.
 
Tip: For Any Reference fields like Customer reference, Account reference or Vendor reference, etc…, get the Value ID and Name by using Wiresk Method “List” or Trigger “Get Records by Search String” to determine the appropriate object for this reference. 
 
See Quickbooks Attachable note API reference. 

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature.
Name*Create File Note
Connection*Select your connection or create one.
Entity*Set to File
Note*
 max 2000 chars		Enter the note.
MAP FIELDS
Attachable Reference*Specifies the transaction object to which this attachable file is to be linked.

[⊕ Element][⊕ Map] Add fields or Map it from a Data Source. See Field Mapping.
Additional custom field can be added as elements.

Element 1: Represents the first Attachable Reference.

IncludeOnSend*: True – False
Indicates whether or not the attachment is sent with the transaction when Save and Send button is clicked in the QuickBooks UI or when the Send endpoint (send email) is invoked for the object.

EntityRef*:
_Type*: Specify type of the target object
Customer – Vendor – Employee – Invoice – Estimate – SalesReceipt – Bill –Payment – CreditMemo – RefundReceipt.

_Value*: The ID for the referenced attachable.

(*) required field

Response example from Create File Note 
{
  "Attachable": {
    "SyncToken": "0", 
    "domain": "QBO", 
    "AttachableRef": [
      {
        "IncludeOnSend": false, 
        "EntityRef": {
          "type": "Invoice", 
          "value": "95"
        }
      }
    ], 
    "Note": "This is an attached note.", 
    "sparse": false, 
    "Id": "200900000000000008541", 
    "MetaData": {
      "CreateTime": "2015-11-17T11:05:15-08:00", 
      "LastUpdatedTime": "2015-11-17T11:05:15-08:00"
    }
  }, 
  "time": "2015-11-17T11:05:15.797-08:00"
}
Expand
This unified Method is used to delete various Entities in your Quickbooks account by providing it ID. 
 
Tip: Use Wiresk Method “List” or Trigger “Get Records by Search String” to get the IDs.

This Method allows you to delete: 
Invoice, Payment, Journal Entry, Bill, Sale Receipt, Estimate, Deposit, Credit Memo, Purchase Order, Purchase, Time Activity, Refund Receipt, File.

⚠️ If you need to delete an account, set the Active attribute to false in the Upsert Method. This makes it inactive. The account itself isn’t permanently deleted, but is hidden for display purposes. References to inactive objects remain intact.

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature.
Name*Delete
Connection*Select your connection or create one.
Entity*
(Set of data that contain records)		Select the available Entity to delete records:

Invoice, Payment, Journal Entry, Bill, Sale Receipt, Estimate, Deposit, Credit Memo, Purchase Order, Purchase, Time Activity, Refund Receipt, File.
MATCHING CRITERIA
ID*Unique Identifier of the Entity record to delete.

(*) required field

Response example from Delete (Void) Invoice 
{
  "Invoice": {
    "AllowOnlineACHPayment": false, 
    "domain": "QBO", 
    "TxnDate": "2014-11-09", 
    "PrintStatus": "NEED_TO_PRINT", 
    "SalesTermRef": {
      "value": "3"
    }, 
    "TotalAmt": 0, 
    "Line": [
      {
        "Description": "Sod", 
        "DetailType": "SALES_ITEM_LINE_DETAIL", 
        "SalesItemLineDetail": {
          "TaxCodeRef": {
            "value": "TAX"
          }, 
          "Qty": 0, 
          "ItemRef": {
            "name": "Sod", 
            "value": "14"
          }
        }, 
        "LineNum": 1, 
        "Amount": 0, 
        "Id": "1"
      }, 
      {
        "Description": "2 cubic ft. bag", 
        "DetailType": "SALES_ITEM_LINE_DETAIL", 
        "SalesItemLineDetail": {
          "TaxCodeRef": {
            "value": "TAX"
          }, 
          "Qty": 0, 
          "ItemRef": {
            "name": "Soil", 
            "value": "15"
          }
        }, 
        "LineNum": 2, 
        "Amount": 0, 
        "Id": "2"
      }, 
      {
        "Description": "Weekly Gardening Service", 
        "DetailType": "SALES_ITEM_LINE_DETAIL", 
        "SalesItemLineDetail": {
          "TaxCodeRef": {
            "value": "NON"
          }, 
          "Qty": 0, 
          "ItemRef": {
            "name": "Gardening", 
            "value": "6"
          }
        }, 
        "LineNum": 3, 
        "Amount": 0, 
        "Id": "3"
      }, 
      {
        "Description": "Rock Fountain", 
        "DetailType": "SALES_ITEM_LINE_DETAIL", 
        "SalesItemLineDetail": {
          "TaxCodeRef": {
            "value": "TAX"
          }, 
          "Qty": 0, 
          "ItemRef": {
            "name": "Rock Fountain", 
            "value": "5"
          }
        }, 
        "LineNum": 4, 
        "Amount": 0, 
        "Id": "4"
      }, 
      {
        "Description": "Fountain Pump", 
        "DetailType": "SALES_ITEM_LINE_DETAIL", 
        "SalesItemLineDetail": {
          "TaxCodeRef": {
            "value": "TAX"
          }, 
          "Qty": 0, 
          "ItemRef": {
            "name": "Pump", 
            "value": "11"
          }
        }, 
        "LineNum": 5, 
        "Amount": 0, 
        "Id": "5"
      }, 
      {
        "DetailType": "SUB_TOTAL_LINE_DETAIL", 
        "Amount": 0, 
        "SubTotalLineDetail": {}
      }
    ], 
    "DueDate": "2014-12-09", 
    "MetaData": {
      "CreateTime": "2014-11-09T13:15:36-08:00", 
      "LastUpdatedTime": "2016-03-16T12:27:10-07:00"
    }, 
    "DocNumber": "1036", 
    "PrivateNote": "Voided", 
    "sparse": false, 
    "CustomerMemo": {
      "value": "Thank you for your business and have a great day!"
    }, 
    "ProjectRef": {
      "value": "39298045"
    }, 
    "Deposit": 0, 
    "Balance": 0, 
    "CustomerRef": {
      "name": "0969 Ocean View Road", 
      "value": "8"
    }, 
    "TxnTaxDetail": {
      "TotalTax": 0
    }, 
    "AllowOnlineCreditCardPayment": false, 
    "SyncToken": "1", 
    "LinkedTxn": [], 
    "BillEmail": {
      "Address": "Sporting_goods@intuit.com"
    }, 
    "ShipAddr": {
      "City": "Middlefield", 
      "Line1": "370 Easy St.", 
      "PostalCode": "94482", 
      "Lat": "37.4031672", 
      "Long": "-122.0642815", 
      "CountrySubDivisionCode": "CA", 
      "Id": "8"
    }, 
    "EmailStatus": "NOT_SET", 
    "BillAddr": {
      "Line4": "Middlefield, CA  94482", 
      "Line3": "370 Easy St.", 
      "Line2": "Freeman Sporting Goods", 
      "Line1": "Sasha Tillou", 
      "Long": "INVALID", 
      "Lat": "INVALID", 
      "Id": "94"
    }, 
    "ApplyTaxAfterDiscount": false, 
    "CustomField": [
      {
        "DefinitionId": "1", 
        "StringValue": "105", 
        "Type": "STRING_TYPE", 
        "Name": "Crew #"
      }
    ], 
    "Id": "129", 
    "AllowOnlinePayment": false, 
    "AllowIPNPayment": false
  }, 
  "time": "2016-03-16T12:27:10.711-07:00"
}
Expand
This Method is used to Download Entities (document PDF) from your Quickbooks account by providing it ID. Wiresk will convert the PDF file into a base64 string.
 
Tip: Use Wiresk Method “List” or Trigger “Get Records by Search String” to get the IDs.

This Method allows you to download: 
Invoice, Payment, Sale Receipt, Estimate, File.

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature.
Name*Download
Connection*Select your connection or create one.
Entity*
(Set of data that contain records)		Select the available Entity to download the document:
Invoice, Payment, Sale Receipt, Estimate, File.
MATCHING CRITERIA
ID*Unique Identifier of the Entity.

(*) required field

Response example from Download Invoice 
{
  "file": "(Base64 String)...JVBERi0xjEyIDc5Ml0vUmVzb3VyY2VzPDwvRm9udDw8L0ZBQUFBSCA3IDAgUiysxGDQo="
}
Expand
Retrieve all information from an Entity like Invoice, Items, etc…,
▪️ Search invoice by DocNumber only.
▪️ Search Item by ID, if string (text) is entered, the Method will search in the name field.
▪️ Search other Entities by ID.
 
Tip: Use Wiresk Method “List” or Trigger “Get Records by Search String” to get the IDs.

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature.
Name*Find
Connection*Select your connection or create one.
Entity*
(Set of data that contain records)		Select the available Entity to retrieve data from:
Invoice, Item, Payment, Journal Entry, Bill, Sale Receipt, Estimate, Deposit, Credit Memo, Purchase Order, Customer, Vendor, Account, Purchase, Time Activity, Refund Receipt.
MATCHING CRITERIA
Search*Unique Identifier of the Entity.

(*) required field

Response example from Find Invoice 
{
  "QueryResponse": {
    "startPosition": 1, 
    "totalCount": 1, 
    "maxResults": 1, 
    "Invoice": [
      {
        "TxnDate": "2015-07-24", 
        "domain": "QBO", 
        "PrintStatus": "NeedToPrint", 
        "TotalAmt": 150.0, 
        "Line": [
          {
            "LineNum": 1, 
            "Amount": 150.0, 
            "SalesItemLineDetail": {
              "TaxCodeRef": {
                "value": "NON"
              }, 
              "ItemRef": {
                "name": "Services", 
                "value": "1"
              }
            }, 
            "Id": "1", 
            "DetailType": "SalesItemLineDetail"
          }, 
          {
            "DetailType": "SubTotalLineDetail", 
            "Amount": 150.0, 
            "SubTotalLineDetail": {}
          }
        ], 
        "DueDate": "2015-08-23", 
        "ApplyTaxAfterDiscount": false, 
        "DocNumber": "1070", 
        "sparse": false, 
        "ProjectRef": {
          "value": "39298034"
        }, 
        "Deposit": 0, 
        "Balance": 150.0, 
        "CustomerRef": {
          "name": "Amy's Bird Sanctuary", 
          "value": "1"
        }, 
        "TxnTaxDetail": {
          "TotalTax": 0
        }, 
        "SyncToken": "0", 
        "LinkedTxn": [], 
        "ShipAddr": {
          "City": "Bayshore", 
          "Line1": "4581 Finch St.", 
          "PostalCode": "94326", 
          "Lat": "INVALID", 
          "Long": "INVALID", 
          "CountrySubDivisionCode": "CA", 
          "Id": "109"
        }, 
        "EmailStatus": "NotSet", 
        "BillAddr": {
          "City": "Bayshore", 
          "Line1": "4581 Finch St.", 
          "PostalCode": "94326", 
          "Lat": "INVALID", 
          "Long": "INVALID", 
          "CountrySubDivisionCode": "CA", 
          "Id": "2"
        }, 
        "MetaData": {
          "CreateTime": "2015-07-24T10:35:08-07:00", 
          "LastUpdatedTime": "2015-07-24T10:35:08-07:00"
        }, 
        "CustomField": [
          {
            "DefinitionId": "1", 
            "Type": "StringType", 
            "Name": "Crew #"
          }
        ], 
        "Id": "239"
      }
    ]
  }, 
  "time": "2015-07-24T10:38:50.01-07:00"
}
Expand
List all records from an Entity (Set of data that contain records), for example : List Invoice, List Items, List payment, etc…
 
Tip: Use Wiresk Method “List” or Trigger “Get Records by Search String” to get the IDs.

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature.
Name*List
Connection*Select your connection or create one.
Entity*
(Set of data that contain records)		Select the available Entity to retrieve data from:
Invoice, Item, Payment, Journal Entry, Bill, Sale Receipt, Estimate, Deposit, Credit Memo, Purchase Order, Customer, Vendor, Account, Purchase, Time Activity, Refund Receipt.
MATCHING CRITERIA
Page*Define the page number of retrieve records.
Limit*Define Maximum record per page.

(*) required field

Response example from List Invoice 
[
  {
    "Id": "155",
    "SyncToken": "2",
    "MetaData": {
      "CreatedByRef": null,
      "CreateTime": "2024-05-23T03:19:00-07:00",
      "LastModifiedByRef": "9130357435627626",
      "LastUpdatedTime": "2025-02-16T22:41:33-08:00",
      "LastChangedInQB": null,
      "Synchronized": null
    },
    "CustomField": null,
    "AttachableRef": null,
    "domain": null,
    "status": null,
    "sparse": null,
    "DocNumber": "1042",
    "TxnDate": "2024-05-23",
    "DepartmentRef": null,
    "CurrencyRef": "USD",
    "ExchangeRate": null,
    "PrivateNote": null,
    "TxnStatus": null,
    "LinkedTxn": null,
    "Line": [
      {
        "Id": "1",
        "LineNum": "1",
        "Description": "Option 330ml -> Qty:1,Amount:2.0000",
        "Amount": "20.00",
        "Received": null,
        "LinkedTxn": null,
        "DetailType": "SalesItemLineDetail",
        "PaymentLineDetail": null,
        "DiscountLineDetail": null,
        "TaxLineDetail": null,
        "SalesItemLineDetail": {
          "ItemRef": "20",
          "ClassRef": null,
          "UnitPrice": null,
          "UnitCostPrice": null,
          "RatePercent": null,
          "PriceLevelRef": null,
          "MarkupInfo": null,
          "Qty": "1",
          "UOMRef": null,
          "ItemAccountRef": "7",
          "InventorySiteRef": null,
          "TaxCodeRef": "NON",
          "TaxClassificationRef": null,
          "ServiceDate": null,
          "TaxInclusiveAmt": null,
          "DiscountRate": null,
          "DiscountAmt": null,
          "DeferredRevenue": null,
          "SalesItemLineDetailEx": null
        },
        "DescriptionLineDetail": null,
        "ItemBasedExpenseLineDetail": null,
        "AccountBasedExpenseLineDetail": null,
        "ReimburseLineDetail": null,
        "DepositLineDetail": null,
        "PurchaseOrderItemLineDetail": null,
        "SalesOrderItemLineDetail": null,
        "ItemReceiptLineDetail": null,
        "JournalEntryLineDetail": null,
        "GroupLineDetail": null,
        "SubTotalLineDetail": null,
        "TDSLineDetail": null,
        "ItemAdjustmentLineDetail": null,
        "CustomField": null,
        "LineEx": null,
        "ProjectRef": null,
        "CostAmount": null,
        "HomeCostAmount": null
      },
      {
        "Id": "2",
        "LineNum": "2",
        "Description": null,
        "Amount": "1.00",
        "Received": null,
        "LinkedTxn": null,
        "DetailType": "SalesItemLineDetail",
        "PaymentLineDetail": null,
        "DiscountLineDetail": null,
        "TaxLineDetail": null,
        "SalesItemLineDetail": {
          "ItemRef": "20",
          "ClassRef": null,
          "UnitPrice": null,
          "UnitCostPrice": null,
          "RatePercent": null,
          "PriceLevelRef": null,
          "MarkupInfo": null,
          "Qty": "1",
          "UOMRef": null,
          "ItemAccountRef": "7",
          "InventorySiteRef": null,
          "TaxCodeRef": "NON",
          "TaxClassificationRef": null,
          "ServiceDate": null,
          "TaxInclusiveAmt": null,
          "DiscountRate": null,
          "DiscountAmt": null,
          "DeferredRevenue": null,
          "SalesItemLineDetailEx": null
        },
    "TxnTaxDetail": {
      "DefaultTaxCodeRef": null,
      "TxnTaxCodeRef": null,
      "TotalTax": "0",
      "TaxReviewStatus": null,
      "TaxLine": null,
      "UseAutomatedSalesTax": null
    },
    "TxnSource": null,
    "TaxFormType": null,
    "TaxFormNum": null,
    "TransactionLocationType": null,
    "Tag": null,
    "TxnApprovalInfo": null,
    "RecurDataRef": null,
    "RecurringInfo": null,
    "ProjectRef": null,
    "TotalCostAmount": null,
    "HomeTotalCostAmount": null,
    "AutoDocNumber": null,
    "CustomerRef": "64",
    "CustomerMemo": null,
    "BillAddr": null,
    "ShipAddr": null,
    "FreeFormAddress": "false",
    "ShipFromAddr": {
      "Id": "100",
      "Line1": "123 Sierra Way",
      "Line2": "San Pablo, CA  87999",
      "Line3": null,
      "Line4": null,
      "Line5": null,
      "City": null,
      "Country": null,
      "CountryCode": null,
      "County": null,
      "CountrySubDivisionCode": null,
      "PostalCode": null,
      "PostalCodeSuffix": null,
      "Lat": null,
      "Long": null,
      "Tag": null,
      "Note": null
    },
    "RemitToRef": null,
    "ClassRef": null,
    "SalesTermRef": null,
    "DueDate": "2024-06-22",
    "SalesRepRef": null,
    "PONumber": null,
    "FOB": null,
    "ShipMethodRef": null,
    "ShipDate": null,
    "TrackingNum": null,
    "GlobalTaxCalculation": null,
    "TotalAmt": "584.34",
    "HomeTotalAmt": null,
    "ApplyTaxAfterDiscount": "false",
    "ShippingTaxIncludedInTotalTax": null,
    "TemplateRef": null,
    "PrintStatus": "NeedToPrint",
    "EmailStatus": "NotSet",
    "BillEmail": null,
    "BillEmailCc": null,
    "BillEmailBcc": null,
    "ARAccountRef": null,
    "Balance": "584.34",
    "HomeBalance": null,
    "FinanceCharge": null,
    "PaymentMethodRef": null,
    "PaymentRefNum": null,
    "PaymentType": null,
    "CheckPayment": null,
    "CreditCardPayment": null,
    "DepositToAccountRef": null,
    "DeliveryInfo": null,
    "DiscountRate": null,
    "DiscountAmt": null,
    "GovtTxnRefIdentifier": null,
    "TaxExemptionRef": null,
    "Deposit": null,
    "AllowIPNPayment": "false",
    "AllowOnlinePayment": "false",
    "AllowOnlineCreditCardPayment": "false",
    "AllowOnlineACHPayment": "false",
    "AllowOnlinePayPalPayment": null,
    "EInvoiceStatus": null,
    "ECloudStatusTimeStamp": null,
    "CfdiUse": null,
    "Exportation": null,
    "GlobalInfo": null,
    "invoiceStatus": null,
    "callToAction": null,
    "invoiceStatusLog": null,
    "InvoiceEx": null,
    "LessCIS": null,
    "InvoiceLink": null,
    "PaymentDetailsMessage": null,
    "ConvenienceFeeDetail": null,
    "InvoiceLinkSecurityCode": null,
    "InvoiceLinkExpiryDate": null,
    "AutoPayEligible": null,
    "SchedulePayEligible": null,
    "ScheduledPaymentId": null,
    "GratuityEnabled": null,
    "FinancingProductType": null,
    "SubscriptionPaymentsSetting": null
  }
]
Expand
Send your Invoice, Payment, Sale Receipt, Estimate to an email address by specifying the document ID.
 
Tip: Use Wiresk Method “List” or Trigger “Get Records by Search String” to get the IDs.

Note:
▪️ The EmailStatus parameter is marked as EmailSent.▪️ The Invoice.DeliveryInfo element is populated with sending details such as:
"DeliveryInfo": {
"DeliveryType": "Email",
"DeliveryTime": "2014-12-17T11:50:52-08:00"

▪️ The Invoice BillEmailAddress parameter is modified to reflect the specified address from this Method.

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature.
Name*Send Email
Connection*Select your connection or create one.
Entity*
(Set of data that contain records)		Select the available Entity to send to an email address:
Invoice, Payment, Sale Receipt, Estimate.
MAP FIELDS
ID*Identifier of the the entity.
Email*Email address to send to.

(*) required field

Response example from Send Email 
{
  "Invoice": {
    "TxnDate": "2013-03-14", 
    "domain": "QBO", 
    "CurrencyRef": {
      "name": "United States Dollar", 
      "value": "USD"
    }, 
    "ShipDate": "2013-03-01", 
    "TrackingNum": "123456789", 
    "ClassRef": {
      "name": "Class 1", 
      "value": "200900000000000003901"
    }, 
    "PrintStatus": "NeedToPrint", 
    "SalesTermRef": {
      "value": "4"
    }, 
    "DeliveryInfo": {
      "DeliveryType": "Email", 
      "DeliveryTime": "2014-12-17T11:50:52-08:00"
    }, 
    "TotalAmt": 52.0, 
    "Line": [
      {
        "Description": "Sample invoice create request", 
        "DetailType": "SalesItemLineDetail", 
        "SalesItemLineDetail": {
          "TaxCodeRef": {
            "value": "TAX"
          }, 
          "Qty": 1, 
          "UnitPrice": 50, 
          "ServiceDate": "2013-03-04", 
          "ItemRef": {
            "name": "Hours", 
            "value": "2"
          }
        }, 
        "LineNum": 1, 
        "Amount": 50.0, 
        "Id": "1"
      }, 
      {
        "DetailType": "SubTotalLineDetail", 
        "Amount": 50.0, 
        "SubTotalLineDetail": {}
      }, 
      {
        "DetailType": "DiscountLineDetail", 
        "Amount": 5.0, 
        "DiscountLineDetail": {
          "DiscountAccountRef": {
            "name": "Discounts given", 
            "value": "30"
          }, 
          "PercentBased": true, 
          "DiscountPercent": 10
        }
      }, 
      {
        "DetailType": "SalesItemLineDetail", 
        "Amount": 2.0, 
        "SalesItemLineDetail": {
          "ItemRef": {
            "value": "SHIPPING_ITEM_ID"
          }
        }
      }
    ], 
    "DueDate": "2013-05-13", 
    "MetaData": {
      "CreateTime": "2013-03-14T01:42:16-07:00", 
      "LastUpdatedTime": "2014-12-17T11:50:58-08:00"
    }, 
    "DocNumber": "Sample_Inv#2", 
    "PrivateNote": "Summary for sample invoice", 
    "sparse": false, 
    "DepositToAccountRef": {
      "name": "Undeposited Funds", 
      "value": "4"
    }, 
    "CustomerMemo": {
      "value": "This is the customer message"
    }, 
    "EmailStatus": "EmailSent", 
    "ProjectRef": {
      "value": "39298037"
    }, 
    "Deposit": 12.0, 
    "Balance": 40.0, 
    "CustomerRef": {
      "name": "Mr V3 Service Customer Jr2", 
      "value": "15"
    }, 
    "TxnTaxDetail": {
      "TxnTaxCodeRef": {
        "value": "5"
      }, 
      "TotalTax": 5.0, 
      "TaxLine": [
        {
          "DetailType": "TaxLineDetail", 
          "Amount": 5.0, 
          "TaxLineDetail": {
            "NetAmountTaxable": 50.0, 
            "TaxPercent": 10, 
            "TaxRateRef": {
              "value": "2"
            }, 
            "PercentBased": true
          }
        }
      ]
    }, 
    "SyncToken": "0", 
    "BillEmail": {
      "Address": "test@intuit.com"
    }, 
    "ShipAddr": {
      "City": "San Jose", 
      "Country": "USA", 
      "Line5": "Cube 999", 
      "Line4": "Dept 12", 
      "Line3": "123 street", 
      "Line2": "Building 1", 
      "Line1": "Intuit", 
      "PostalCode": "95123", 
      "Lat": "37.2374847", 
      "Long": "-121.8277925", 
      "CountrySubDivisionCode": "CA", 
      "Id": "36"
    }, 
    "DepartmentRef": {
      "name": "Mountain View", 
      "value": "1"
    }, 
    "ShipMethodRef": {
      "name": "UPS", 
      "value": "UPS"
    }, 
    "BillAddr": {
      "City": "Mountain View", 
      "Country": "USA", 
      "Line5": "Cube 999", 
      "Line4": "Dept 12", 
      "Line3": "123 street", 
      "Line2": "Building 1", 
      "Line1": "Google", 
      "PostalCode": "95123", 
      "Lat": "37.2374847", 
      "Long": "-121.8277925", 
      "CountrySubDivisionCode": "CA", 
      "Id": "35"
    }, 
    "ApplyTaxAfterDiscount": false, 
    "CustomField": [
      {
        "StringValue": "Custom1", 
        "Type": "StringType", 
        "Name": "Custom 1"
      }, 
      {
        "StringValue": "Custom2", 
        "Type": "StringType", 
        "Name": "Custom 2"
      }, 
      {
        "StringValue": "Custom3", 
        "Type": "StringType", 
        "Name": "Custom 3"
      }
    ], 
    "Id": "96"
  }, 
  "time": "2013-03-14T13:32:04.895-07:00"
}
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This Method is used to Upload a file to your Quickbooks account and attach it to an object with it Entity Reference.
⚠️ Convert your file into a base64 string beforehand.

This Method allows you to upload files that must not exceed 100 MB in size.
Supported File Type:
Ai, csv, doc, docx, eps, gif, jpeg, jpg, ods, pdf, png, rtf ,tif, txt, xls, xlsx, xml

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature.
Name*Upload File
Connection*Select your connection or create one.
Entity*
(Set of data that contain records)		Select the available Entity to download the document:
Invoice, Payment, Sale Receipt, Estimate, File.
MAP FIELDS
File*
Base64 encoding file.		File Name: name of the encoded file
Extension: extension of the encoded file, e.g., docx.
Content: String of the base64 encoded file.
Attachable Reference*Specifies the transaction object to which this attachable file is to be linked.

[⊕ Element][⊕ Map] Add fields or Map it from a Data Source. See Field Mapping.
Additional custom field can be added as elements.

Element 1: Represents the first Attachable Reference.

EntityRef*:
_Type*: Specify type of the target object
Customer – Vendor – Employee – Invoice – Estimate – SalesReceipt – Bill –Payment – CreditMemo – RefundReceipt.
_Value*: The ID for the referenced attachable.

IncludeOnSend*: True – False
Indicates whether or not the attachment is sent with the transaction when Save and Send button is clicked in the QuickBooks UI or when the Send endpoint (send email) is invoked for the object.

(*) required field

Response example from Upload a file 
{
  "AttachableResponse": [
    {
      "Attachable": {
        "SyncToken": "0", 
        "domain": "QBO", 
        "FileAccessUri": "...", 
        "ThumbnailFileAccessUri": "...", 
        "AttachableRef": [
          {
            "IncludeOnSend": false, 
            "EntityRef": {
              "type": "Invoice", 
              "value": "95"
            }
          }
        ], 
        "TempDownloadUri": "https://...", 
        "MetaData": {
          "CreateTime": "2015-11-16T10:59:02-08:00", 
          "LastUpdatedTime": "2015-11-16T10:59:02-08:00"
        }, 
        "sparse": false, 
        "ContentType": "image/jpeg", 
        "FileName": "receipt_nov15.jpg", 
        "Id": "100000000004190865", 
        "Size": 1594261
      }
    }
  ], 
  "time": "2015-11-16T10:58:58.100-08:00"
}
Expand

Once your Flow is configured, you can test or automate it using the Run panel or by managing Triggers from the Flow Management screen.

  • Run Flow: Manually runs the Flow once using sample data. Ideal for testing logic and field mapping. See How to Run a Flow.
  • Run Scheduler: Force-runs the Trigger immediately using live input. This bypasses the recurrence rule and is useful for verifying real data mapping. Learn more in Wiresk Scheduler – The Fundamentals.

From the Trigger management panel (clock icon), you can:

  • Activate or deactivate Triggers
  • Force-run the scheduler
  • Copy Routing Keys (for HTTP Triggers)

If your Flow uses a Webhook Trigger, it runs automatically on each incoming webhook—no scheduler required. It remains active until you manually deactivate it.