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title: Quickbooks Online Connector Reference
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# Quickbooks Online Connector Reference

> For the full documentation index, see: https://docs.mulesoft.com/llms.txt

MuleSoft Composer’s QuickBooks Online Connector automates financial data synchronization between
QuickBooks and other business systems. You can create, update, and retrieve accounting records, sync
customer and vendor information, and streamline financial reporting workflows. The connector
integrates seamlessly with QuickBooks Online’s API to keep your financial data accurate and up to
date across all applications.

QuickBooks Online Connector uses
[API minor version 62](https://developer.intuit.com/app/developer/qbo/docs/learn/explore-the-quickbooks-online-api/minor-versions).

## Connections

To connect to a system, whether it is a source of data or the target where you are sending data, you
must create a connection with that system’s required credentials. You typically connect to different
systems within a flow and can reuse each connection every time you need to connect.

This system requires the following credential information for its connections:

Connection Name

Enter a connection name that will help you remember the details of this connection. You can reuse
connections multiple times in a single flow, and in more than one flow, and the credentials are
hidden after you create the connection. Therefore, it’s helpful to provide a name that easily
identifies this connection from others.

Only you can see the connection. Other users in your Composer app must create their own connections.

Username

The OAuth username that you use to log in to QuickBooks Online.

Password

The OAuth password that you use to log in to QuickBooks Online.

## Triggers

Each flow starts with either a _scheduler_ or a _trigger_. Schedulers are set to a default frequency
of 15 minutes. Triggers, such as "each time a new record is created", are defined by you and provide
multiple options related to the data in your system.

Triggers use a polling process to actively check for new updates from an external system. The
polling frequency is 15 seconds.

This system provides the following trigger options:

New Invoice

Triggers when a new invoice is created.

New or Updated Invoice

Triggers when an invoice is created or when an existing invoice is updated.

New Customer

Triggers when a new customer is created.

New or Updated Customer

Triggers when a customer is created or when an existing customer is updated.

New Item

Triggers when a new item is created.

New or Updated Item

Triggers when an item is created or when an existing item is updated.

New Estimate

Triggers when an estimate is created.

New or Updated Estimate

Triggers when an estimate is created or when an existing estimate is updated.

### Polling Frequency

For triggers in this connector, the **Polling Frequency** field is required. This field enables you
to select how often Composer makes a request to the underling system API to look for changes to
records in active flows. You can select a different polling frequency for each flow in your
organization. With a shorter frequency, the flow executes more often; however, a shorter frequency
consumes more [API calls](https://docs.mulesoft.com/general/automation-credits-usage-and-rates). For example, if you have
an order management flow, you might require nearly real-time updates, which can be achieved with a
15-second polling interval (which equates to 5760 API calls per day). In contrast, if your flow
updates a pricing catalog, you could poll the flow every hour (which equates to 24 API calls per
day).

## Actions

After you connect to a system and define the trigger or configure a scheduler, you define the
actions that the flow performs. For example, you can copy a record between different systems, such
as Workday and Salesforce. The actions you can perform depend on which system you are connected to.

This system provides the following actions:

Create Invoice

Creates a new invoice. Provide a value for **Customer ID**.

Update Invoice

Updates an existing invoice. Provide a value for **Invoice ID**.

Create Customer

Creates a new customer.

Update Customer

Updates an existing customer. Provide a value for **Customer ID**.

Create Item

Creates a new item. The following fields are required:

- **Name**

- **Type**

- If the value in the **Track Quantity on Hand** is equal to `True`, the following fields are
  required:

  - **Asset Account Reference**

  - **Invoice Start Date**

  - **Quantity on Hand**

Update Item

Updates an existing item. The following fields are required:

- **Item ID**

- If the value in the **Track Quantity on Hand** is equal to `True`, the following fields are
  required:

  - **Asset Account Reference**

  - **Invoice Start Date**

  - **Quantity on Hand**

Query Invoice

Searches for an existing invoice. One or more of the following fields must be populated to return
results:

- **Invoice ID Equals**

- **Customer ID Equals**

- **Due Date Greater Or Equal**

- **Date Created Greater or Equal**

- **Last Updated Date Greater or Equal**

Query Customer

Searches for an existing customer. One or more of the following fields must be populated to return
results:

- **Customer ID Equals**

- **Customer Display Name Equals**

- **Customer Display Name Like**

- **Active Equals**

- **Primary Email Address Equals**

- **Primary Email Address Like**

- **Balance Greater Or Equal**

- **Date Created Greater or Equal**

- **Last Updated Date Greater or Equal**

Query Item

Searches for an existing item. One or more of the following fields must be populated to return
results:

- **Item ID Equals**

- **Name Equals**

- **Name Like**

- **Active Equals**

- **Type Equals**

- **Date Created Greater or Equal**

- **Last Updated Date Greater or Equal**

Get Invoice

Returns an invoice. Provide a value for **Customer ID**.

Get Customer

Returns a customer. Provide a value for **Customer ID**.

Get Item

Returns an item. Provide a value for **Item ID**.

Create Estimate

Creates an estimate record. Provide a value for the following fields:

- **Customer ID**

- **Estimate Parameters**

Get Estimate

Returns an estimate. Provide a value for **Estimate ID**.

Update Estimate

Updates the estimate record. Provide a value for the following fields:

- **Estimate ID**

- **Estimate Parameters**

## Custom Fields

Using MuleSoft Composer, you can access custom field values for actions and triggers that you set in
the Quickbooks Online record.

Note that the QuickBooks Online API only returns the first three custom fields created for the type
`string`. Any subsequent custom string fields or any fields of another data type, such as `date` or
`picklist`, are not writable fields within Composer. For more information, see the
[Quickbooks Online documentation](https://developer.intuit.com/app/developer/qbo/docs/workflows/create-custom-fields).

## See Also

- [Mulesoft Composer: Overview](https://docs.mulesoft.com/composer/ms_composer_overview)

- [MuleSoft Composer: Getting Started](https://docs.mulesoft.com/composer/ms_composer_prerequisites)

- [Composer Connector Reference](https://docs.mulesoft.com/composer/ms_composer_reference)

- [Knowledge Articles](https://help.salesforce.com/s/)
