A Python library for accessing the QuickBooks API.
Project description
python-quickbooks
A Python 3 library for accessing the Quickbooks API. Complete rework of quickbooks-python.
These instructions were written for a Django application. Make sure to change it to whatever framework/method you’re using. You can find additional examples of usage in Integration tests folder.
For information about contributing, see the Contributing Page.
QuickBooks OAuth
This library requires intuit-oauth. Follow the OAuth 2.0 Guide for installation and to get connected to QuickBooks API.
Accessing the API
Set up an AuthClient passing in your CLIENT_ID
and CLIENT_SECRET
.
from intuitlib.client import AuthClient
auth_client = AuthClient(
client_id='CLIENT_ID',
client_secret='CLIENT_SECRET',
environment='sandbox',
redirect_uri='http://localhost:8000/callback',
)
Then create a QuickBooks client object passing in the AuthClient, refresh token, and company id:
from quickbooks import QuickBooks
client = QuickBooks(
auth_client=auth_client,
refresh_token='REFRESH_TOKEN',
company_id='COMPANY_ID',
)
If you need to access a minor version (See Minor versions for details) pass in minorversion when setting up the client:
client = QuickBooks(
auth_client=auth_client,
refresh_token='REFRESH_TOKEN',
company_id='COMPANY_ID',
minorversion=4
)
Object Operations
List of objects:
from quickbooks.objects.customer import Customer
customers = Customer.all(qb=client)
Note: The maximum number of entities that can be returned in a response is 1000. If the result size is not specified, the default number is 100. (See Intuit developer guide for details)
Filtered list of objects:
customers = Customer.filter(Active=True, FamilyName="Smith", qb=client)
Filtered list of objects with ordering:
# Get customer invoices ordered by TxnDate
invoices = Invoice.filter(CustomerRef='100', order_by='TxnDate', qb=client)
# Same, but in reverse order
invoices = Invoice.filter(CustomerRef='100', order_by='TxnDate DESC', qb=client)
# Order customers by FamilyName then by GivenName
customers = Customer.all(order_by='FamilyName, GivenName', qb=client)
Filtered list of objects with paging:
customers = Customer.filter(start_position=1, max_results=25, Active=True, FamilyName="Smith", qb=client)
List Filtered by values in list:
customer_names = ['Customer1', 'Customer2', 'Customer3']
customers = Customer.choose(customer_names, field="DisplayName", qb=client)
List with custom Where Clause (do not include the "WHERE"
):
customers = Customer.where("Active = True AND CompanyName LIKE 'S%'", qb=client)
List with custom Where and ordering
customers = Customer.where("Active = True AND CompanyName LIKE 'S%'", order_by='DisplayName', qb=client)
List with custom Where Clause and paging:
customers = Customer.where("CompanyName LIKE 'S%'", start_position=1, max_results=25, qb=client)
Filtering a list with a custom query (See Intuit developer guide for supported SQL statements):
customers = Customer.query("SELECT * FROM Customer WHERE Active = True", qb=client)
Filtering a list with a custom query with paging:
customers = Customer.query("SELECT * FROM Customer WHERE Active = True STARTPOSITION 1 MAXRESULTS 25", qb=client)
Get record count (do not include the "WHERE"
):
customer_count = Customer.count("Active = True AND CompanyName LIKE 'S%'", qb=client)
Get single object by Id and update:
customer = Customer.get(1, qb=client)
customer.CompanyName = "New Test Company Name"
customer.save(qb=client)
Create new object:
customer = Customer()
customer.CompanyName = "Test Company"
customer.save(qb=client)
Batch Operations
The batch operation enables an application to perform multiple operations in a single request (See Intuit Batch Operations Guide for full details).
Batch create a list of objects:
from quickbooks.batch import batch_create
customer1 = Customer()
customer1.CompanyName = "Test Company 1"
customer2 = Customer()
customer2.CompanyName = "Test Company 2"
customers = []
customers.append(customer1)
customers.append(customer2)
results = batch_create(customers, qb=client)
Batch update a list of objects:
from quickbooks.batch import batch_update
customers = Customer.filter(Active=True)
# Update customer records
results = batch_update(customers, qb=client)
Batch delete a list of objects:
from quickbooks.batch import batch_delete
customers = Customer.filter(Active=False)
results = batch_delete(customers, qb=client)
Review results for batch operation:
# successes is a list of objects that were successfully updated
for obj in results.successes:
print "Updated " + obj.DisplayName
# faults contains list of failed operations and associated errors
for fault in results.faults:
print "Operation failed on " + fault.original_object.DisplayName
for error in fault.Error:
print "Error " + error.Message
Change Data Capture
Change Data Capture returns a list of objects that have changed since a given time (see Change data capture for more details):
from quickbooks.cdc import change_data_capture
from quickbooks.objects import Invoice
cdc_response = change_data_capture([Invoice], "2017-01-01T00:00:00", qb=client)
for invoice in cdc_response.Invoice:
# Do something with the invoice
Querying muliple entity types at the same time:
from quickbooks.objects import Invoice, Customer
cdc_response = change_data_capture([Invoice, Customer], "2017-01-01T00:00:00", qb=client)
If you use a datetime
object for the timestamp, it is automatically converted to a string:
from datetime import datetime
cdc_response = change_data_capture([Invoice, Customer], datetime(2017, 1, 1, 0, 0, 0), qb=client)
Attachments
See Attachable documentation for list of valid file types, file size limits and other restrictions.
Attaching a note to a customer:
attachment = Attachable()
attachable_ref = AttachableRef()
attachable_ref.EntityRef = customer.to_ref()
attachment.AttachableRef.append(attachable_ref)
attachment.Note = 'This is a note'
attachment.save(qb=client)
Attaching a file to customer:
attachment = Attachable()
attachable_ref = AttachableRef()
attachable_ref.EntityRef = customer.to_ref()
attachment.AttachableRef.append(attachable_ref)
attachment.FileName = 'Filename'
attachment._FilePath = '/folder/filename' # full path to file
attachment.ContentType = 'application/pdf'
attachment.save(qb=client)
Other operations
Void an invoice:
invoice = Invoice()
invoice.Id = 7
invoice.void(qb=client)
If your consumer_key never changes you can enable the client to stay running:
QuickBooks.enable_global()
You can disable the global client like so:
QuickBooks.disable_global()
Working with JSON data
All objects include to_json
and from_json
methods.
Converting an object to JSON data:
account = Account.get(1, qb=client)
json_data = account.to_json()
Loading JSON data into a quickbooks object:
account = Account()
account.from_json(
{
"AccountType": "Accounts Receivable",
"Name": "MyJobs"
}
)
account.save(qb=client)
Date formatting
When setting date or datetime fields, Quickbooks requires a specific format. Formating helpers are available in helpers.py. Example usage:
date_string = qb_date_format(date(2016, 7, 22))
date_time_string = qb_datetime_format(datetime(2016, 7, 22, 10, 35, 00))
date_time_with_utc_string = qb_datetime_utc_offset_format(datetime(2016, 7, 22, 10, 35, 00), '-06:00')
Exception Handling
The QuickbooksException object contains additional QBO error code information.
from quickbooks.exceptions import QuickbooksException
try:
# perform a Quickbooks operation
except QuickbooksException as e:
e.message # contains the error message returned from QBO
e.error_code # contains the
e.detail # contains additional information when available
Note: Objects and object property names match their Quickbooks counterparts and do not follow PEP8.
Note: This is a work-in-progress made public to help other developers access the QuickBooks API. Built for a Django project.
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