quickbooks-pinecone 0.8.7

A Python library for accessing the QuickBooks API.

python-quickbooks

A Python 3 library for accessing the Quickbooks API. Fork of python-quickbooks

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 = [customer1, 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:
   pass  # 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:
    pass  # 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.