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Geoffrey Gerhard

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  1. Productive Computing updated the link to the original OSR in their documentation, but for anyone still looking for it... https://static.developer.intuit.com/qbSDK-current/common/newosr/index.html Long-time FMP/QB integrators will likely prefer the familiar views and behavior of the above link, but it's worth noting that the link Bruce posted above... https://developer.intuit.com/app/developer/qbdesktop/docs/api-reference ...is a new version of the OR that puts the descriptive information about each Request, including context for how its behaviors equate to those found in th
  2. Just found the page Bruce linked and came here to share it. It may grow on me, but first impression is not great. If you find it, PCI Pal, please post a link. ( If you know the name of the downloaded file, please post that. ) Thanks! Geoffrey Gerhard Creative Solutions Incorporated 14000 Creekside Drive Matthews, NC 28105 704.814.6852
  3. Same problem. Productive Computing had, once upon a time, a downloadable version that you could open in your browser and it worked great. I can't find any reference to it on their web site now, nor remember the file's name to find it on my computer. Kinda stuck on some development work right now.
  4. This may be the result of an Auto-Update in QB. One of my clients reported on Monday that he was seeing my "Can't connect to QB" error message. The only change was the update to QB, and logging into it as Admin, deleting the certificate, and then running the QB Connection script from FMP fixed the issue. He approved the API connection in QB when prompted, and all was good again. Geoffrey Gerhard Creative Solutions Incorporated 14000 Creekside Drive Matthews, NC 28105 704.814.6852
  5. Make sure any FMP scripts that interact with QB do so only for the user/credential on that one computer. Will the user on that computer be working within the QB UI? If so that user should log into QB using a credential with sufficient privileges to perform all of the automated tasks. QB, just like FMP, is a database and will lock a record when a user begins editing. That can lead to an error if one of your scripts attempts to edit a "locked" QB record, so make sure you're sharing error messages with your user. HTH! Geoffrey Gerhard Creative Solutions Incorporated 14000 Creek
  6. You identified the right fields: Either a ListID or FullName value identifies the Customer/CustomerJob. (You only need one, has you send both QB uses ListID and ignores the FullName value.) When you identify the Customer/Job and identify BillableStatus as True, QuickBooks will ask, when adding an Invoice via the UI, whether to display the list of BillItems not yet Invoiced to the Customer/Job for inclusion on the new Invoice. You can also use it for generating reports in QB. In FMP/QB integrations, there may not be much value to in identifying the Customer/CustomerJob if most of the
  7. Is this really required, PCIPal? The OSR identifies the GUID element as optional in a ItemNonInventoryAddRequest.
  8. What error message is produced? Your screenshot leaves out a lot of detail, not least of which is the line that calls the PCQB_RqNew( "ItemNonInventoryAdd" ; ... ) function. It also shows no reference to either the SalesOrPurchase or the SalesAndPurchase aggregate. If I recall correctly, you must add the elements for one of those aggregates. HTH! Geoffrey Gerhard Creative Solutions Incorporated 14000 Creekside Drive Matthews, NC 28105 704.814.6852
  9. I do relatively little work in QBO, so grain of salt... The message makes it appear that the math is wrong. Is it? ( I'd look closely at whether there are rounding issues, as sometimes FMP produces a different value than FMP when doing math and rounding decimal places. ) If not: Can you exclude either Amount or UnitPrice? QB desktop allows this, and does the Algebra necessary to solve for x. HTH! Geoffrey Gerhard Creative Solutions Incorporated 14000 Creekside Drive Matthews, NC 28105 704.814.6852
  10. That's a lot of new pieces at once. Here are a couple things to consider in this situation: Is the problem isolated to a single Invoice among several sent from the same computer in the same FileMaker session? Have you tried voiding a "problem Invoice" in QB and sending it again from FMP? If so, is the subsequent attempt successful? The InvoiceAddRs contains the details of every LineItem on the Invoice. You can parse the Response to determine whether or not they contain the expected detail, and take appropriate action if they do not. For troubleshooting purposes, you co
  11. I wondered about the lack of ItemRef, but presumed it was truly optional given Kyle's initial post that said it worked with a single PO LineItem. I also presumed--despite never encountering one in 15+ years of FMP/QB integration projects--that his client has a valid reason for pushing PO records from FMP to QB. I've found that adding Sales and Purchase Orders to QB don't add much (if any) value for the client, and advocate pushing only the Invoices Vendor Bills to QB. Geoffrey Gerhard Creative Solutions Incorporated 14000 Creekside Drive Matthews, NC 28105 704.814.6852
  12. I haven't used the plug-in functions as script steps, but the basic structure appears correct: AddRelatedRecord at the start and CloseRelatedRecord at the end of each iteration. Someone at PCI will have to weigh in on whether the script step parameters look right. Is there an Error number/description returned when there's more than one Purchase Line Item, or do you mean it doesn't work correctly but no indication of why from the plug-in? Geoffrey Gerhard Creative Solutions Incorporated 14000 Creekside Drive Matthews, NC 28105 704.814.6852
  13. Have you confirmed that this now works? It's been awhile and I may have tried this only in the previous version of the API, but IIRC a CustomerAddRq with more than two Contact nodes--and assuming no AdditionalContactRef nodes--would create the Customer record and add the first two Contact iterations only while ignoring additional repetitions.
  14. I believe the API does not allow you to Add/Mod Contacts beyond the primary Contact and AltContact records. In addition, I think a CustomerQuery will only return the first two Contacts, and characterizer them as Contact and AltContact, regardless of how they were entered in the UI. The OSR displays different values on the Request Tab than the XMLOps tab for Contacts: Request shows a "ContactsList" node, while XMLOps shows a "Contacts" node. This inconsistency appears to support my recollection that Intuit never fully implemented the functionality. Please post again if you find anythi
  15. It's strangely coincidental that the value of Quantity is 0.6. Have you checked the Form Editor in QB to be sure that the "% XXX" columns are really custom fields and not just labels? I've never encountered a situation where Custom Fields defined within the QB UI ( or via the plug-in ) have failed to return the DataExt node(s) when OwnerID = 0 and the DataExtValue is not empty. HTH! Geoffrey Gerhard Creative Solutions Incorporated 14000 Creekside Drive Matthews, NC 28105 704.814.6852
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