QuickBooks Online Data Targets
- 1 Overview
- 2 Configuration
- 3 Advanced
- 3.1 History Retention
- 3.2 Timeout (seconds)
- 3.3 Skip If No Records Found
- 3.4 Agent
- 3.5 Run As
- 3.6 Schedule & Presets
- 4 Templates
Overview
DataBlend supports the following data targets for creating and modifying records in QuickBooks Online
Customer
Invoice
Item
Journal Entry
Recurring Invoice
Recurring Sales Receipt
Sales Receipt
Configuration
Setting | Required/ Optional | Description |
|---|---|---|
Query | Required | Select the query that will generate the data for this target. |
Query Mode | Required | Select New unless you have a reason to select Latest or Specific. |
Credential | Required | Select a Blackline Credential from the list. |
Target Type | Required | Select Customer, Invoice, Item, Journal Entry, Recurring Invoice, Recurring Sales Receipt or Sales Receipt. |
Action | Required | If Create, the target will create a new record for each row in the resultset. If Update, the target will update existing records. if AutoUpsert, for each row in the resultset, the target will check for an existing record. If one is found, the record is updated. if one is not found, the record is created. |
Continue on Error | Optional | Each row of the query resultset is sent individually. If False, the target will stop processing rows when it encounters an error. Rows processed prior to the error can be assumed to have completed successfully; rows after the row which errors will not be processed. The state of the target will be Error. If True, the target will attempt to process all rows in the resultset. If any errors are encountered, they will be included in the log and the final state of the target will be Warning. |
To learn more about QuickBooks Online API requirements, please visit https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/account.
Advanced
History Retention
History Retention (Days) allows users to decide how long they want the information from their data targets to be stored. This field is optional.
Timeout (seconds)
The Timeout section allows users to determine if they would like to timeout collections taking longer than a set number of seconds to collect data.
Skip If No Records Found
The “Skip if No Records Found” button is used to eliminate sending information to Data Targets unnecessarily. Simply enable the “Skip if No Records Found” toggle. The use of this toggle is optional.
Agent
The Agent drop-down for users to select any agent they have established. This is optional.
Run As
Run As allows users to select from a drop-down list of users to run the Workflow. This is optional. Please note that Run As is only available to Admin users. If a user is set as the Run As and then demoted to a Member, the user which demoted the Run As user will instead be set as the Run As.
Schedule & Presets
Link to Schedule and Presents
Templates
Column headers are described in the document below.
-20211014-133755.png?api=v2){kind=link}