Help with QuickBooks SDK?

[Bruce Herbach]

I'm setting up a script to add a Bill to QuickBooks using the SDK BillAdd.  In the script it loops through and adds line items using SDK item from ItemLineAdd.   In QuickBooks when I display a bill the client has a field labled Customer:Job  You can see it in the attached jpg.   I am able to fill in the other fields in the ItemLineAdd and have them display correctly when adding a bill.  I don't see any way to to fill in this field from the fields listed in the SDK section for   BillAdd/ItemLineAdd.  There is a CustomerRef section with fields for ListID and FullName.

I am expecting to add one or more PCQB_RqAddFieldWithValue steps to the loop section of the script that adds the entries for ItemLineAdd.

Help determining the field name/names would be greatly appreciated.

 

 

 

[Geoffrey Gerhard]

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 reporting is done from FMP.

HTH!

Geoffrey Gerhard
Creative Solutions Incorporated
14000 Creekside Drive
Matthews, NC 28105
704.814.6852