Creating the Posted Data for Importing Invoice on Reckon Accounts Hosted

Hi Guys,

Good day.

I just want to ask on how can I be able to send invoices from my application to Reckon Accounts Hosted via API.

I was able to set up a test company provided from the SDK Development Tools and was able to initiate connection to it, now my problem is on how to send my invoice data to the RAH via API.

Do I need to create a QBXML file? Then send it via POST Method (Submit Request 2 as per AZURE PORTAL)? If yes, can you redirect me some link on how to create a QBXML file? I already have some articles here on how to create it, I just want to know if you can recommend some articles that is much informative than what I currently have here.

Hoping for your quick response.
Thanks for reading.

Comments

Jason Hollis

You should ensure the item exists Jerwin - yes. If not, create it first.

Items are linked to chart of accounts, so they need to exist first also.

Before creating an invoice in the UI you generally need (as a minimum - and lets forget tax codes for this example):

Chart of accounts
Items
Customers

Then optionals like TERMS etc...

Jerwin Ollica Plaquia

Hi Guys,

Good day, Just to give you an update.

I was finally able to create an Invoice using the API. Thanks for all of your help.

Although I still have some concern, sorry for this.

1) How do we create a Credit Note? Because as per the link Mehrnoosh gave, I can't seem to see a sample code on how to request a Credit Note.

2) How can I apply a payment to an Invoice using the API? Same reason as point 1.

3) I am trying to set up another company file, apparently when I tried sending the first request for Authorizing the API as per below. It works fine, I am getting a 200 response which is good.

{
"CountryVersion": "2015.R2.AU",
"FileName": "Q:\DevTestRAH\Cougar Enterprises.QBW",
"Operation": "<?xml version="1.0\""?><?qbxml version=\""6.1\""?><QBXML><QBXMLMsgsRq onError=\""continueOnError\""><CompanyQueryRq /></QBXMLMsgsRq></QBXML>"",
""UserName"": ""Admin"",
""Password"": ""admin""
}

However, upon proceeding to step four as per this link https://reckon.helpdocsonline.com/https-//reckon-helpdocsonline-com/api-reckon-accounts-hosted-autho... which should sent the new request with the new credentials set up on the Integrated Application preferences as per below. I am now getting a 400 Bad Request error.

{
""CountryVersion"": ""2015.R2.AU"",
""FileName"": ""Q:\DevTestRAH\Cougar Enterprises.QBW"",
""Operation"": ""<?xml version=\""1.0\""?><?qbxml version=\""6.1\""?><QBXML><QBXMLMsgsRq onError=\""continueOnError\""><CompanyQueryRq /></QBXMLMsgsRq></QBXML>"",
""UserName"": ""GlassApp"",
""Password"": ""1234""
}

Hope you can help me on this one.
Sorry I haven't created a new thread.

Thanks for reading."

Jason Hollis

Did you get our 700+ page doc on the Intuit SDK Jerwin? You just need to read it unfortunately as we don't generally go to the level of showing each call. It's all in the doc.

Let us know if you dont have it - it should have been emailed to you (a link) when you signed on.

Make sure your user you are logged in with in the UI isn't the one you are sending in the call. eg. GlassApp and that you are in multi-user mode.

Jason Hollis

Also look at CREDIT MEMO for invoice credit and RECEIVE PAYMENT for the receiving of payments and matching to the invoice.

Jerwin Ollica Plaquia

Hi Jason,

Yep saw that on the PDF document for Intuit SDK. Thanks.

Still got the 400 Bad Request error though. Using the same request above.

I also made sure that the User logged in in the UI is not the same as the user I am using on the API Call. I am also in Multi user mode.

I even tried logging out on the UI. Just to make sure, but still no luck.

Thanks,

Jerwin Ollica Plaquia

Hi Guys,

Just need some help again.

I am trying to set up the Reckon to a Customer, apparently it is a shared file.

When trying to Authorise the API. I am getting this error.

here is the request that I am sending.
{
"CountryVersion": "2015.R2.AU",
"FileName": "\\RAH-FSS-16-AP2B\044636-346869-MMMCptyltd\mycompany.QBW",
"Operation": "<?xml version="1.0\""?><?qbxml version=\""6.1\""?><QBXML><QBXMLMsgsRq onError=\""continueOnError\""><CompanyQueryRq /></QBXMLMsgsRq></QBXML>"",
""UserName"": ""Admin"",
""Password"": ""Admin""
}

Hope you can help me on this one.
Hoping for your quick response as well.
As this is a bit urgent.

Sorry for this."

Mehrnoosh

Hi Jerwin,

I think you are using a wrong shared folder path in your request. The response is unable to find a folder which you are looking for.

Mehrnoosh

Hi Jason,

Could you please give me a favour? Where should I sign up to receive "700+ page doc on the Intuit SDK "?

Thanks,

Jason Hollis

You only need this Jerwin. \\MMCptyltd\mycompany.QBW

You'll find more info on shared file on the online help site with a image of what the folder looks like in the hosted file browser.

Jason Hollis

Send us a request at Reckon API Mehrnosh. You should already have received the link when you signed up as a developer partner. Also include the email you would have signed up with.

Thanks,
Jason

Jerwin Ollica Plaquia

Hi Mehrmoosh,

Thanks for the response.
Apparently, I already check it on the "File>Audit Company File" to check for the shared file path. And the path I am sending on the request is correct.

I even double check as of this writing. But I beg to insists the path I am sending on the request is correct.

Jason Hollis

This will help you determine the correct prefix Jerwin. It's hard for us to tell without seeing your shared folders.

ps. Can you start new threads for new topics? Will make it easier for developers to find what they need next time. Thx

Ref: https://reckon.helpdocsonline.com/api-reckon-accounts-hosted-overview

sakthi

How could I capture Sale Rep in below payload?

RAH/v2?

{"CountryVersion":"2019.R2.AU","FileName":"","Operation":"<?xml version=\"1.0\"?><?qbxml version=\"6.1\"?><QBXML><QBXMLMsgsRq onError=\"continueOnError\"><InvoiceAddRq requestID='169'><InvoiceAdd><CustomerRef><ListID>8000002F-1467243717</ListID></CustomerRef><TxnDate>2020-11-09</TxnDate><RefNumber>169</RefNumber><PONumber></PONumber><Other></Other ><InvoiceLineAdd><ItemRef><ListID>80000304-1467243715</ListID></ItemRef><Desc>Bacon 2.0 kg R/Less Diced</Desc><Quantity>1.00</Quantity><Rate>19.30</Rate><SalesTaxCodeRef><FullName>CAG</FullName></SalesTaxCodeRef></InvoiceLineAdd></InvoiceAdd></InvoiceAddRq></QBXMLMsgsRq></QBXML>",}

PhuongDo

Country version is now 2020.R2.AU

To add Sales Rep, add <SalesRepRef><FullName> (or <ListID>) </SalesRepRef> right after your <PONumber> tag (before the Other tag)

sakthi

@PhuongDo Thanks for your response. Where I can get the API documents, or Link plz?

PhuongDo

They are all mentioned in Reckon API support doc. But for this specific purpose, you can have a look at this link: https://static.developer.intuit.com/qbSDK-current/common/newosr/index.html

Make sure to change the Max SDK version to 6.0 and tick Allow CA & UK if you want to see supported fields for Reckon Desktop.