Customer Class

Properties Methods Events Config Settings Errors

A Customer is anyone who buys goods or services from the QuickBooks company.

Syntax

class inqb.Customer

Remarks

A Customer is anyone who buys goods or services from the QuickBooks company. A Customer may also be used to represent a sub-customer or Job.

Required Fields (Add): CustomerName

Supported Methods: Add, Update (contact info only), Get (Id/Name), Delete

Example (Adding a customer to QuickBooks) Customer1.CustomerName = "John Doe" Customer1.Add() Contact Information: Contact information may be added, retrieved, or changed. The key property is customer_name. company_name, contact_name, and alt_contact_name may be used to specify additional names/contacts for the customer. billing_address, shipping_address, fax, email, phone, and alt_phone may all be set or changed as well.

Categorization and Financial Information: the following properties are not used in update operations, and may only be modified from within the QuickBooks UI.


CustomerType*	The type of customer: residential, commercial, etc.
SalesRep*	A sales rep for the customer.
TaxItem, TaxCode	Taxation information for the customer.
Terms*	Terms on which the customer will be billed.

Tracking Customer Balances:

The Customer class may be used to track the outstanding balances of customers. After invoking get, simply inspect the balance property;. The ObjSearch class can be used to find unpaid and paid Invoices tied to this customer.

When a customer is added to QuickBooks, the credit_limit may be set, and the OpeningBalance (special field) may be set, if there is one. Once a customer is added to QuickBooks, there is no way to modify balance directly! Instead, Invoices or CreditMemos should be added referencing this customer.

Sub-Customers (Jobs)

QuickBooks allows the user to define customers hierarchically. This allows the QuickBooks user to track transactions involving the Job separately.

To add a job to QuickBooks, set the Parent* property to the parent customer. Then, detailed job information may be provided using config. When a job is retrieved from QuickBooks, Parent* will refer to the parent customer.

Property List

The following is the full list of the properties of the class with short descriptions. Click on the links for further details.


account_number	Account number for this entity.
alt_contact_name	Alternate contact person for entity.
alt_phone	Alternate phone number of entity.
balance	Money owed by this Customer , including sub-customers.
billing_address	Billing address for customer.
company_name	Company name of customer or vendor.
contact_name	Contact person for a customer or vendor.
credit_card_address	The address associated with the Number on file for this customer.
credit_card_exp_month	The expiration month associated with the Number on file for this customer.
credit_card_exp_year	The expiration year associated with the Number on file for this customer.
credit_card_name_on_card	The name as it appears on the customer's credit card Number .
credit_card_number	The credit card number on file for this customer.
credit_card_postal_code	The postal code associated with the Address and Number on file for this customer.
credit_limit	Credit limit for this entity.
customer_name	Customer's name.
customer_type_id	Reference to type of customer.
customer_type_name	Reference to type of customer.
email	Email address of entity.
fax	Fax number of entity.
is_active	Whether or not entity is active.
notes	Notes for this transaction.
parent_id	Reference to parent Customer .
parent_name	Reference to parent Customer .
phone	Phone number of entity.
qb_connection_string	An aggregate consisting of various QuickBooks connection properties.
qb_request_aggregate	The request aggregate.
qb_request_id	The Id of the next message to be sent to QuickBooks.
qb_request_mode	Defines whether the request is made online or stored offline.
qb_response_aggregate	The last QBXML response aggregate received from QuickBooks.
qbxml_version	The version of QBXML used in the outgoing message.
ref_id	An alphanumerical identifier generated by the server.
resale_number	Resale number.
sales_rep_id	Reference to (initials of) sales rep.
sales_rep_name	Reference to (initials of) sales rep.
shipping_address	Shipping address for customer.
tax_code_id	Whether or not transactions with customer are taxable.
tax_code_name	Whether or not transactions with customer are taxable.
tax_item_id	Reference to detailed taxation information.
tax_item_name	Reference to detailed taxation information.
terms_id	Reference to terms of payment.
terms_name	Reference to terms of payment.

Method List

The following is the full list of the methods of the class with short descriptions. Click on the links for further details.


add	Adds the record into QuickBooks.
check_request_status	Checks whether or not the specified request was processed by QuickBooks.
close_qb_connection	Closes a persistent connection to QuickBooks.
config	Sets or retrieves a configuration setting.
delete	Deletes the record from QuickBooks.
get	Gets a single record from QuickBooks.
get_by_name	Gets a single record from QuickBooks.
get_custom_field	Gets a custom field value from QuickBooks.
import_qbxml	Imports a QBXML response aggregate.
open_qb_connection	Opens a persistent connection to QuickBooks.
reset	Resets all properties to their defaults.
set_custom_field	Sets a custom field value within QuickBooks.
update	Updates the entity object in QuickBooks.

Event List

The following is the full list of the events fired by the class with short descriptions. Click on the links for further details.


on_error	Information about errors during data delivery.
on_ssl_server_authentication	Fired after the server presents its certificate to the client.
on_ssl_status	Shows the progress of the secure connection.
on_status	Shows the progress of the QuickBooks connection.
on_warning	Fired when a warning occurs.

Config Settings

The following is a list of config settings for the class with short descriptions. Click on the links for further details.


AdditionalContactRefContactName[i]	The name of the additional contact reference.
AdditionalContactRefContactValue[i]	The value of the additional contact reference.
AdditionalContactRefCount	The count of additional contact references returned.
AppendAfter	Appends an XML tag after the specified QBXML element.
AuthFlags	Connection Flags (use for QuickBooks Simple Start).
CurrencyId	The type of currency to use.
CurrencyName	The type of currency to use.
EditSequence	An identifier for this copy of the object.
EnforceMaxLength	Indicates whether to enforce max lengths for QB Fields.
FirstName	A first name.
FullName	The name of the customer.
GetHighestVersion	Highest QBXMLVersion supported by the installed instance of QuickBooks.
GetRequestProcessorDLLVersion	Returns the version of the QB Request Processor that is installed on your system.
GetSupportedVersions	Returns a list of QBXMLVersions that are supported by QuickBooks.
IncludePreferredDeliveryMethod	Whether to include the preferred delivery method.
IsActive	Indicates whether the object is currently enabled for use by QuickBooks.
IsReadOnly	This causes the QuickBooks authorization dialog to display text informing the user that its access will be read-only.
JobDescription	Description of the job.
JobEndDate	Actual end date of the job, YYYY-MM-DD.
JobProjectedEndDate	Projected end date of the job, YYYY-MM-DD.
JobStartDate	Start date of the job, YYYY-MM-DD.
JobStatus	The status of the job.
JobTypeId	Reference to the type of job.
JobTypeName	Reference to the type of job.
LastName	A last name.
MiddleInitial	A middle initial.
NonInclusiveBalance	The Balance of the Customer, not including sub-customers.
OpeningBalance	The opening balance for the customer or vendor. Not used in Update operations.
OpeningBalanceDate	The opening balance date for the customer or vendor. Not used in Update operations.
PersonalDataPref	Whether the connecting application will require access to personal data such as SSN or credit card information.
PreferredDeliveryMethod	The preferred delivery method.
PreferredPaymentMethodId	The preferred method of payment.
PreferredPaymentMethodName	The preferred method of payment.
PriceLevelId	Reference to a price level for the customer.
PriceLevelName	Reference to a price level for the customer.
QBConnectionMode	The mode of connection to QuickBooks.
QBFileStatus	The status of the company file as it pertains to accepting connections.
QBOpenCompanyFile	The file currently open in QuickBooks.
Salutation	A salutation, such as Mr., Mrs., etc.
SendRawXML	Sends specified XML to quickbooks without modification.
SeparateContact	A contact person other than the person specified by Salutation, FirstName, MiddleInitial, and LastName.
ShipToAddressAggregate	A list of all shipping addresses associated with a customer.
ShipToAddressCount	A count of all shipping addresses associated with a customer.
SSLAcceptServerCert	The SSL certificate being used by the QuickBooks Gateway (aka Remote Connector).
SSLAcceptServerCertFile	The SSL certificate file being used by the QuickBooks Gateway (aka Remote Connector).
StopOnError	Specifies how QuickBooks is to proceed if an error occurs in processing of the current request.
Sublevel	The number of ancestors this Customer has.
TimeCreated	The time the object was created.
TimeModified	The time the object was created.
UnattendedModePref	Whether connecting while QuickBooks is closed is required or optional for the user.
WarningCodes	A comma-separated list of QuickBooks warning codes that should not result in an exception.
BuildInfo	Information about the product's build.
CodePage	The system code page used for Unicode to Multibyte translations.
LicenseInfo	Information about the current license.
MaskSensitive	Whether sensitive data is masked in log messages.
ProcessIdleEvents	Whether the class uses its internal event loop to process events when the main thread is idle.
SelectWaitMillis	The length of time in milliseconds the class will wait when DoEvents is called if there are no events to process.
UseInternalSecurityAPI	Tells the class whether or not to use the system security libraries or an internal implementation.

account_number Property

Account number for this entity.

Syntax

def get_account_number() -> str: ...
def set_account_number(value: str) -> None: ...

account_number = property(get_account_number, set_account_number)

Default Value

Remarks

The account number for this customer, vendor, or employee.

alt_contact_name Property

Alternate contact person for entity.

Syntax

def get_alt_contact_name() -> str: ...
def set_alt_contact_name(value: str) -> None: ...

alt_contact_name = property(get_alt_contact_name, set_alt_contact_name)

Default Value

Remarks

An alternate contact person for the customer, vendor, or employee.

alt_phone Property

Alternate phone number of entity.

Syntax

def get_alt_phone() -> str: ...
def set_alt_phone(value: str) -> None: ...

alt_phone = property(get_alt_phone, set_alt_phone)

Default Value

Remarks

An alternate phone number for the customer, vendor, or employee.

balance Property

Money owed by this Customer , including sub-customers.

Syntax

def get_balance() -> str: ...

balance = property(get_balance, None)

Default Value

"0"

Remarks

The amount of money owed by this Customer. Includes money owed by sub-customers (jobs). The NonInclusiveBalance special field provides the balance excluding sub-customers.

The amount should be formatted as a string in dollars.

This property is read-only.

billing_address Property

Billing address for customer.

Syntax

def get_billing_address() -> str: ...
def set_billing_address(value: str) -> None: ...

billing_address = property(get_billing_address, set_billing_address)

Default Value

Remarks

The billing address for the customer.

The address is stored as a string, formatted as XML. It may be read and written directly, or with the Address component.

To read an address, set the Aggregate property of an Address class to this value, and read the values of the desired fields. To write an address, write the values of the desired Address fields and set this property to the Address's Aggregate.

To read and/or write directly, use the QBXML formatting: <Addr1>Line1</Addr1><Addr2>Line2</Addr2><Addr3>Line3</Addr3> <City>City</City><State>State</State><PostalCode>PostalCode</PostalCode> <Country>Country</Country>

company_name Property

Company name of customer or vendor.

Syntax

def get_company_name() -> str: ...
def set_company_name(value: str) -> None: ...

company_name = property(get_company_name, set_company_name)

Default Value

Remarks

The company name of the customer or vendor. If specified, can be identical to the customer_name or vendor_name property.

contact_name Property

Contact person for a customer or vendor.

Syntax

def get_contact_name() -> str: ...
def set_contact_name(value: str) -> None: ...

contact_name = property(get_contact_name, set_contact_name)

Default Value

Remarks

The name of a contact person for a customer or vendor.

The name will automatically be parsed and appear in two places in the QuickBooks user interface: in the Contact field, and in the First Name, M.I., Last Name, and Mr./Mrs./... fields. These fields may also be edited separately using config.

credit_card_address Property

The address associated with the Number on file for this customer.

Syntax

def get_credit_card_address() -> str: ...
def set_credit_card_address(value: str) -> None: ...

credit_card_address = property(get_credit_card_address, set_credit_card_address)

Default Value

Remarks

The address associated with the credit_card_number on file for this customer.

credit_card_exp_month Property

The expiration month associated with the Number on file for this customer.

Syntax

def get_credit_card_exp_month() -> int: ...
def set_credit_card_exp_month(value: int) -> None: ...

credit_card_exp_month = property(get_credit_card_exp_month, set_credit_card_exp_month)

Default Value

Remarks

The expiration month associated with the credit_card_number on file for this customer.

credit_card_exp_year Property

The expiration year associated with the Number on file for this customer.

Syntax

def get_credit_card_exp_year() -> int: ...
def set_credit_card_exp_year(value: int) -> None: ...

credit_card_exp_year = property(get_credit_card_exp_year, set_credit_card_exp_year)

Default Value

Remarks

The expiration year associated with the credit_card_number on file for this customer.

credit_card_name_on_card Property

The name as it appears on the customer's credit card Number .

Syntax

def get_credit_card_name_on_card() -> str: ...
def set_credit_card_name_on_card(value: str) -> None: ...

credit_card_name_on_card = property(get_credit_card_name_on_card, set_credit_card_name_on_card)

Default Value

Remarks

The name as it appears on the customer's credit card credit_card_number.

credit_card_number Property

The credit card number on file for this customer.

Syntax

def get_credit_card_number() -> str: ...
def set_credit_card_number(value: str) -> None: ...

credit_card_number = property(get_credit_card_number, set_credit_card_number)

Default Value

Remarks

The credit card number on file for this customer.

credit_card_postal_code Property

The postal code associated with the Address and Number on file for this customer.

Syntax

def get_credit_card_postal_code() -> str: ...
def set_credit_card_postal_code(value: str) -> None: ...

credit_card_postal_code = property(get_credit_card_postal_code, set_credit_card_postal_code)

Default Value

Remarks

The postal code associated with the credit_card_address and credit_card_number on file for this customer.

credit_limit Property

Credit limit for this entity.

Syntax

def get_credit_limit() -> str: ...
def set_credit_limit(value: str) -> None: ...

credit_limit = property(get_credit_limit, set_credit_limit)

Default Value

"0"

Remarks

The credit limit for this customer or vendor. If it is equal to 0, there is no credit limit.

The amount should be formatted as a string in dollars.

This property is allowed in Add operations, and not used in Update operations.

customer_name Property

Customer's name.

Syntax

def get_customer_name() -> str: ...
def set_customer_name(value: str) -> None: ...

customer_name = property(get_customer_name, set_customer_name)

Default Value

Remarks

The customer's name.

In Customer objects that are sub-customers or jobs the CustomerName will be different from the FullName. The FullName may be formed by combining CustomerName with the names of all ancestors, and separating with a colon: for example, "Parent Customer:Full Customer".

FullName is also available as a special field, and may be accessed via config.

This property is required in Add operations only.

customer_type_id Property

Reference to type of customer.

Syntax

def get_customer_type_id() -> str: ...
def set_customer_type_id(value: str) -> None: ...

customer_type_id = property(get_customer_type_id, set_customer_type_id)

Default Value

Remarks

CustomerType refers to a predefined customer type within QuickBooks. Typical customer types, if defined, might be "Commercial", "Residential", etc.

This property is allowed in Add operations, and not used in Update operations.

customer_type_name Property

Reference to type of customer.

Syntax

def get_customer_type_name() -> str: ...
def set_customer_type_name(value: str) -> None: ...

customer_type_name = property(get_customer_type_name, set_customer_type_name)

Default Value

Remarks

CustomerType refers to a predefined customer type within QuickBooks. Typical customer types, if defined, might be "Commercial", "Residential", etc.

This property is allowed in Add operations, and not used in Update operations.

email Property

Email address of entity.

Syntax

def get_email() -> str: ...
def set_email(value: str) -> None: ...

email = property(get_email, set_email)

Default Value

Remarks

The email address of the customer, vendor, or employee.

fax Property

Fax number of entity.

Syntax

def get_fax() -> str: ...
def set_fax(value: str) -> None: ...

fax = property(get_fax, set_fax)

Default Value

Remarks

The fax number of the customer or vendor.

is_active Property

Whether or not entity is active.

Syntax

def get_is_active() -> bool: ...
def set_is_active(value: bool) -> None: ...

is_active = property(get_is_active, set_is_active)

Default Value

TRUE

Remarks

This property indicates whether this object is currently enabled for use by QuickBooks.

This property is allowed in Add operations, and the qbxml_version must be set to "3.0" or higher for this to be used in Update operations.

notes Property

Notes for this transaction.

Syntax

def get_notes() -> str: ...
def set_notes(value: str) -> None: ...

notes = property(get_notes, set_notes)

Default Value

Remarks

This property may contain any notes you wish to make concerning the transaction.

parent_id Property

Reference to parent Customer .

Syntax

def get_parent_id() -> str: ...
def set_parent_id(value: str) -> None: ...

parent_id = property(get_parent_id, set_parent_id)

Default Value

Remarks

This is a reference to a parent Customer. If Parent is set to a nonempty string, then this Customer is a sub-customer or job of its Parent.

This property is allowed in Add operations, and not used in Update operations.

parent_name Property

Reference to parent Customer .

Syntax

def get_parent_name() -> str: ...
def set_parent_name(value: str) -> None: ...

parent_name = property(get_parent_name, set_parent_name)

Default Value

Remarks

This is a reference to a parent Customer. If Parent is set to a nonempty string, then this Customer is a sub-customer or job of its Parent.

This property is allowed in Add operations, and not used in Update operations.

phone Property

Phone number of entity.

Syntax

def get_phone() -> str: ...
def set_phone(value: str) -> None: ...

phone = property(get_phone, set_phone)

Default Value

Remarks

The phone number of the customer, vendor, or employee.

qb_connection_string Property

An aggregate consisting of various QuickBooks connection properties.

Syntax

def get_qb_connection_string() -> str: ...
def set_qb_connection_string(value: str) -> None: ...

qb_connection_string = property(get_qb_connection_string, set_qb_connection_string)

Default Value

Remarks

QBConnectionString allows the user to customize the application's interaction with QuickBooks.

The connection properties should be formatted in a sequence as follows:

propertyname = "propertyvalue" propertyname = "propertyvalue" ...

The order is irrelevant, and the whitespace around the equal sign is optional.

The following properties are currently supported:


ApplicationName	The name of the developer's application. This name will appear when the application first connects to QuickBooks; QuickBooks will display this name and prompt the user to grant or refuse access.
CompanyFile	The name of the company file to open. If QuickBooks is not currently open with a company file, QuickBooks will be automatically opened in the background with the file specified. Do not set CompanyFile when QuickBooks is open; if QuickBooks is open through the application UI, only that company file may be used. This setting is not applicable when communicating with QB Connector.
URL	The URL for the Remote Connector, e.g., 'http://localhost:2080'. If the URL is specified, the class will not communicate directly with QuickBooks, and will instead send a request to the specified web address. QuickBooks and the Remote Connector should be installed at the remote location, and if the connector is listening on the specified port, it will communicate the class's request to QuickBooks, and return the response.
User	A username for the Remote Connector connection (if required on the Connector side)
Password	A password for the Remote Connector connection (if required on the Connector side)
Timeout	A timeout, in seconds, for the Remote Connector connection. If the Connector does not finish and respond within the chosen length of time, the class will generate an exception instead of hanging.
DelayAfterClose	A delay, in milliseconds, to be applied after each time a connection to QuickBooks is closed. If QuickBooks is generating internal errors (in particular with automatic login) setting this delay to a positive value may solve the problem.
FirewallHost	Contains the name or IP address of firewall. If a FirewallHost is given, the requested connections will be authenticated through the specified firewall when connecting.
FirewallPassword	Contains a password if authentication is to be used when connecting through the firewall. If FirewallHost is specified, the FirewallUser and FirewallPassword configs are used to connect and authenticate to the given firewall. If the authentication fails, the class fails with an error.
FirewallPort	Contains the TCP port for the firewall FirewallHost. Note this is set automatically when FirewallType is set to a valid value.
FirewallType	Determines the type of firewall to connect through. Supported values are: 0 - no firewall (default), 1 - Tunneling proxy, 2 - SOCKS4 proxy, and 3 - SOCKS5 proxy. For the Tunneling proxy (1), the FirewallPort defaults to 80. For SOCKS4 (2) and SOCKS5 (3) the FirewallPort defaults to 1080.
FirewallUser	Contains a user name if authentication is to be used connecting through a firewall. If the FirewallHost is specified, the FirewallUser and FirewallPassword configs are used to connect and authenticate to the given firewall. If the authentication fails, the class fails with an error.
ProxyAuthorization	Supported values are 0 - Basic authorization, 1 - Digest authentication, 3 - No authentication, and 4 - NTLM authentication.
ProxyPassword	Contains a password if authentication is to be used for the proxy.
ProxyPort	Contains the TCP port for a ProxyServer; (default 80).
ProxySSL	Determines when to use SSL for the connection to the proxy. The applicable values are 0 - Automatic (SSL for https URLs, non-SSL for http URLs), 1 - The connection is always SSL-enabled, 2 - SSL is not enabled for any connection, and 3 - Connection is through a tunneling proxy.
ProxyServer	If a ProxyServer is specified, then the HTTP request is sent to the proxy instead of the server otherwise specified. If the ProxyServer is set to a Domain Name, a DNS request is initiated and upon successful termination of the request, the ProxyServer is set to the corresponding address. If the search is not successful, an error is returned.
ProxyUser	Contains a user name, if authentication is to be used for the proxy.
LocalHost	The name of the local host or user-assigned IP interface through which connections are initiated or accepted.
LocalPort	The TCP port in the local host where the class binds.
UseRDS	Whether to connect using Remote Data Sharing (RDS). If set to True, the class will attempt to connect using the RDS client installed on the machine. The RDS client and server must be configured separately. The default value is False.

qb_request_aggregate Property

The request aggregate.

Syntax

def get_qb_request_aggregate() -> str: ...
def set_qb_request_aggregate(value: str) -> None: ...

qb_request_aggregate = property(get_qb_request_aggregate, set_qb_request_aggregate)

Default Value

Remarks

This property will be populated when qb_request_mode is set to rmOffline and a method is called. This is used when working with the QBWCServer class to generate requests to be sent to QuickBooks Web Connector.

qb_request_id Property

The Id of the next message to be sent to QuickBooks.

Syntax

def get_qb_request_id() -> str: ...
def set_qb_request_id(value: str) -> None: ...

qb_request_id = property(get_qb_request_id, set_qb_request_id)

Default Value

Remarks

The next message Id to be sent to QuickBooks. Message Id's are used by check_request_status to check on the status of previously made requests.

This property allows the user to determine whether a previous request was successfully processed by QuickBooks. Ordinarily QuickBooks either processes requests successfully or returns an error, but in the event of a power outage or other system failure, QuickBooks might or might not have time to process a request before issuing a response.

QuickBooks stores internally a list of QBRequestIds for which it has processed a request, and updated its internal state accordingly. Use of this property in conjunction with check_request_status allows the user to query this internal list.

To enable error recovery, the user application should store the value of QBRequestId before submitting a request to QuickBooks. If a system failure occurs, check_request_status should be called with this value of QBRequestId to find whether the request was processed before the system failed.

Unique values for QBRequestId will be generated on startup and after each request to QuickBooks. The automatically generated value may be overwritten by the user. Error checking may be turned off by setting QBRequestId equal to the empty string. See check_request_status for more information on error recovery.

qb_request_mode Property

Defines whether the request is made online or stored offline.

Syntax

def get_qb_request_mode() -> int: ...
def set_qb_request_mode(value: int) -> None: ...

qb_request_mode = property(get_qb_request_mode, set_qb_request_mode)

Default Value

Remarks

This property defines the behavior of the class when calling a method. Possible values are:


0 (rmOnline - default)	The request is made normally.
1 (rmOffline)	The request is generated but not sent, and qb_request_aggregate is populated.

The use of offline mode is required when using the QBWCServer class. This allows requests to be generated and passed to QuickBooks Web Connector through the QBWCServer class.

For normal communication to QuickBooks either directly or through the QBConnector application use the default online mode.

qb_response_aggregate Property

The last QBXML response aggregate received from QuickBooks.

Syntax

def get_qb_response_aggregate() -> str: ...
def set_qb_response_aggregate(value: str) -> None: ...

qb_response_aggregate = property(get_qb_response_aggregate, set_qb_response_aggregate)

Default Value

Remarks

The last QBXML response aggregate received from QuickBooks. This property is set whenever a response is received from QuickBooks.

This property may also be set to a response aggregate. When set to a QBXML aggregate, such as a response from ObjSearch or QBWCServer the class will parse the response as if it had been received directly from QuickBooks and the applicable properties will be updated.

qbxml_version Property

The version of QBXML used in the outgoing message.

Syntax

def get_qbxml_version() -> str: ...
def set_qbxml_version(value: str) -> None: ...

qbxml_version = property(get_qbxml_version, set_qbxml_version)

Default Value

"3.0"

Remarks

The version of QBXML used in the outgoing message. Except as noted in the documentation, a value of "1.1" will suffice for all requests, and for all versions of QuickBooks which support integrated applications.

With each release of QuickBooks since 2002, a corresponding version of the QuickBooks SDK has also been released: 1.0 for QuickBooks 2002, 2.0 for QuickBooks 2003, 3.0 for QuickBooks 2004, etc., up to 8.0 for QuickBooks 2009. In addition, each release of QuickBooks continues to support all earlier versions of the SDK, meaning that requests using version 1.1 of the QuickBooks SDK are supported by all versions of QuickBooks. However, new requests and newer fields in existing requests are only supported in later versions of the QuickBooks SDK. As such, it is recommended that you set the QBXMLVersion property to correspond to the version of QuickBooks you are interacting with. These values are:


QuickBooks 2002	1.0, 1.1
QuickBooks 2003	2.0
QuickBooks 2004	3.0
QuickBooks 2005	4.0, 4.1
QuickBooks 2006	5.0
QuickBooks 2007	6.0
QuickBooks 2008	7.0
QuickBooks 2009	8.0
QuickBooks 2010	9.0
QuickBooks 2011	10.0
QuickBooks 2012	11.0
QuickBooks 2013	12.0
QuickBooks 2014	13.0
QuickBooks 2015	14.0
QuickBooks 2016	15.0

In addition, versions of QuickBooks outside of the U.S. released before Quickbooks 2008 adhere to a different version of the QuickBooks SDK. These versions were updated with less frequency than the U.S. SDK, and may omit features introduced in later releases:


QuickBooks Canadian 2003	CA2.0
QuickBooks Canadian 2004 to 2007	CA3.0
QuickBooks UK 2003	UK2.0
QuickBooks UK 2004 to 2007	UK3.0
QuickBooks Australian 2003	OZ2.0
QuickBooks Australian 2004 to 2007	AU3.0

With the exception of Province in Address (set State) or EligibleForT4A in Vendor (set EligibleFor1099), Canadian-only fields are read-only and may be accessed with config.

ref_id Property

An alphanumerical identifier generated by the server.

Syntax

def get_ref_id() -> str: ...

ref_id = property(get_ref_id, None)

Default Value

Remarks

A RefId is an alphanumerical identifier assigned by the server whenever an object is added to QuickBooks. It is guaranteed to be unique across all objects of the same type.

This property is required in Update operations, and not used in Add operations.

This property is read-only.

resale_number Property

Resale number.

Syntax

def get_resale_number() -> str: ...
def set_resale_number(value: str) -> None: ...

resale_number = property(get_resale_number, set_resale_number)

Default Value

Remarks

The resale number of the Customer, if he/she has one.

This property is allowed in Add operations, and not used in Update operations.

sales_rep_id Property

Reference to (initials of) sales rep.

Syntax

def get_sales_rep_id() -> str: ...
def set_sales_rep_id(value: str) -> None: ...

sales_rep_id = property(get_sales_rep_id, set_sales_rep_id)

Default Value

Remarks

A reference to a sales rep for the Customer. Sales reps should be referred to by their initials rather than their name.

Id/Name Reference Properties

This property is used to reference an object that is already done within QuickBooks. This may be done with its Id (this property) or its full Name, for which a corresponding property is defined.

Using the Id is recommended when feasible, as the Id is guaranteed to never change once defined.

Setting the value of this property will set the corresponding Name property to an empty string.

This property appears in the Customer class as well as some transaction classs. When found in a Customer class this property is unsupported for Update operations.

sales_rep_name Property

Reference to (initials of) sales rep.

Syntax

def get_sales_rep_name() -> str: ...
def set_sales_rep_name(value: str) -> None: ...

sales_rep_name = property(get_sales_rep_name, set_sales_rep_name)

Default Value

Remarks

A reference to a sales rep for the Customer. Sales reps should be referred to by their initials rather than their name.

Name/Id Reference Properties

This property is used to reference an object that is already done within QuickBooks. This may be done with its full Name (this property) or its Id, for which a corresponding property is defined. If Name is used, it must contain the full name of the object referred to, as generated by QuickBooks. For hierarchically defined objects, such as Customers, this includes the names of parent objects, and the full name can be determined by reading the FullName special field.

Setting the value of this property will set the corresponding Id property to an empty string.

This property appears in the Customer class as well as some transaction classs. When found in a Customer class this property is unsupported for Update operations.

shipping_address Property

Shipping address for customer.

Syntax

def get_shipping_address() -> str: ...
def set_shipping_address(value: str) -> None: ...

shipping_address = property(get_shipping_address, set_shipping_address)

Default Value

Remarks

The shipping address for the customer.

The address is stored as a string, formatted as XML. It may be read and written directly, or with the Address component.

tax_code_id Property

Whether or not transactions with customer are taxable.

Syntax

def get_tax_code_id() -> str: ...
def set_tax_code_id(value: str) -> None: ...

tax_code_id = property(get_tax_code_id, set_tax_code_id)

Default Value

Remarks

This is a reference to a sales tax code predefined within QuickBooks.

By default, two standard TaxCodes exist: "TAX", or Taxable Sales, and "NON", or Non-Taxable Sales. The QuickBooks user may also define custom tax codes.

Id/Name Reference Properties

This property is used to reference an object that is already done within QuickBooks. This may be done with its Id (this property) or its full Name, for which a corresponding property is defined.

Using the Id is recommended when feasible, as the Id is guaranteed to never change once defined.

Setting the value of this property will set the corresponding Name property to an empty string.

Not used with Canadian editions of QuickBooks.

This property is allowed in Add operations, and not used in Update operations.

tax_code_name Property

Whether or not transactions with customer are taxable.

Syntax

def get_tax_code_name() -> str: ...
def set_tax_code_name(value: str) -> None: ...

tax_code_name = property(get_tax_code_name, set_tax_code_name)

Default Value

Remarks

This is a reference to a sales tax code predefined within QuickBooks.

By default, two standard TaxCodes exist: "TAX", or Taxable Sales, and "NON", or Non-Taxable Sales. The QuickBooks user may also define custom tax codes.

Name/Id Reference Properties

Setting the value of this property will set the corresponding Id property to an empty string.

Not used with Canadian editions of QuickBooks.

This property is allowed in Add operations, and not used in Update operations.

tax_item_id Property

Reference to detailed taxation information.

Syntax

def get_tax_item_id() -> str: ...
def set_tax_item_id(value: str) -> None: ...

tax_item_id = property(get_tax_item_id, set_tax_item_id)

Default Value

Remarks

A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency. For example, a tax_item might represent sales tax for a particular city.

Id/Name Reference Properties

This property is used to reference an object that is already done within QuickBooks. This may be done with its Id (this property) or its full Name, for which a corresponding property is defined.

Using the Id is recommended when feasible, as the Id is guaranteed to never change once defined.

Setting the value of this property will set the corresponding Name property to an empty string.

This property appears in the Customer class as well as some transaction classs. When found in a Customer class this property is unsupported for Update operations.

Not used with Canadian editions of QuickBooks.

tax_item_name Property

Reference to detailed taxation information.

Syntax

def get_tax_item_name() -> str: ...
def set_tax_item_name(value: str) -> None: ...

tax_item_name = property(get_tax_item_name, set_tax_item_name)

Default Value

Remarks

A sales tax item refers to a single sales tax that is collected at a specified rate and paid to a single agency. For example, a tax_item might represent sales tax for a particular city.

Name/Id Reference Properties

Setting the value of this property will set the corresponding Id property to an empty string.

This property appears in the Customer class as well as some transaction classs. When found in a Customer class this property is unsupported for Update operations.

terms_id Property

Reference to terms of payment.

Syntax

def get_terms_id() -> str: ...
def set_terms_id(value: str) -> None: ...

terms_id = property(get_terms_id, set_terms_id)

Default Value

Remarks

A reference to terms of payment for this Customer or Vendor. A typical example might be "2% 10 Net 60", i.e., payment due within 60 days, with a 2% discount if payment is made within 10 days.

Id/Name Reference Properties

This property is used to reference an object that is already done within QuickBooks. This may be done with its Id (this property) or its full Name, for which a corresponding property is defined.

Using the Id is recommended when feasible, as the Id is guaranteed to never change once defined.

Setting the value of this property will set the corresponding Name property to an empty string.

This property is allowed in Add operations, and not used in Update operations.

terms_name Property

Reference to terms of payment.

Syntax

def get_terms_name() -> str: ...
def set_terms_name(value: str) -> None: ...

terms_name = property(get_terms_name, set_terms_name)

Default Value

Remarks

A reference to terms of payment for this Customer or Vendor. A typical example might be "2% 10 Net 60", i.e., payment due within 60 days, with a 2% discount if payment is made within 10 days.

Name/Id Reference Properties

Setting the value of this property will set the corresponding Id property to an empty string.

This property is allowed in Add operations, and not used in Update operations.

add Method

Adds the record into QuickBooks.

Syntax

def add() -> None: ...

Remarks

Add is used to add the object to QuickBooks.

If QuickBooks is able to add the object, it will return a copy of the object, and the values of all properties will be reset from the QuickBooks response. The qb_response_aggregate property will also be set to the entire QBXML aggregate received from QuickBooks.

For example, read-only properties such as ref_ids will be assigned. In transaction objects, line item information will be filled out, and ItemGroups will be broken up into their respective Items. Also, a total will be calculated.

If QuickBooks is not able to add the object, a trappable error will occur.

check_request_status Method

Checks whether or not the specified request was processed by QuickBooks.

Syntax

def check_request_status(request_id: str) -> str: ...

Remarks

This method allows the user to determine whether a previous request was successfully processed by QuickBooks. Ordinarily QuickBooks either processes requests successfully or returns an error, but in the event of a power outage or other system failure, QuickBooks might or might not have time to process a request before issuing a response.

QuickBooks stores internally a list of qb_request_ids for which it has processed a request, and updated its internal state accordingly. Use of this method allows the user to query the list for any RequestId whose value is known.

The method returns a string corresponding to the result of the query. If the request was processed successfully, an empty string ("") will be returned. If the request was not processed, the string "Request not processed." will be returned. If the request was processed but an error occurred, a string containing the error code and a description will be returned; for example, "801: A QuickBooks internal error has occurred."

See qb_request_id for more information on error recovery.

close_qb_connection Method

Closes a persistent connection to QuickBooks.

Syntax

def close_qb_connection() -> None: ...

Remarks

Invoking close_qb_connection closes the QuickBooks connection specified in qb_connection_string. After the connection has been closed, the class will revert to its default behavior, and a new connection will be established for each request until qb_connection_string is invoked again.

In case the connection is already closed invoking close_qb_connection will have no effect. Moreover, if multiple connections are open close_qb_connection will only close the connection specified in qb_connection_string.

Be sure to always invoke this method after calling open_qb_connection.

config Method

Sets or retrieves a configuration setting.

Syntax

def config(configuration_string: str) -> str: ...

Remarks

config is a generic method available in every class. It is used to set and retrieve configuration settings for the class.

These settings are similar in functionality to properties, but they are rarely used. In order to avoid "polluting" the property namespace of the class, access to these internal properties is provided through the config method.

To set a configuration setting named PROPERTY, you must call Config("PROPERTY=VALUE"), where VALUE is the value of the setting expressed as a string. For boolean values, use the strings "True", "False", "0", "1", "Yes", or "No" (case does not matter).

To read (query) the value of a configuration setting, you must call Config("PROPERTY"). The value will be returned as a string.

delete Method

Deletes the record from QuickBooks.

Syntax

def delete() -> None: ...

Remarks

Delete causes the object to be deleted in QuickBooks. After this method is called, the values of all fields will be reset to their defaults.

The object deleted in QuickBooks is the one specified by ref_id. This read-only property may be assigned either by calling get or by assigning the value of qb_response_aggregate.

A typical example: Customer.GetByName("John Smith") 'this will assign the RefId Customer.Delete() Deleting entity objects (Customer, Employee, and Vendor) requires that QuickBooks be open in single-user mode. Transaction objects, however, may be deleted while QuickBooks is in any mode.

Use this method with caution, as there is no way to recover deleted objects.

get Method

Gets a single record from QuickBooks.

Syntax

def get(id: str) -> None: ...

Remarks

Get may be used to retrieve a single object from QuickBooks, based on its ref_id. When the method is called, a search will be initiated for the requested object. If it is found, all properties of the class will be set to the information retrieved from QuickBooks. The qb_response_aggregate property will also be set to the entire QBXML aggregate received from QuickBooks.

The ref_id of any class, or the Id of any reference property, may be used for the parameter. So for example, the following pseudocode would get customer information for a Customer listed on an Invoice:

Customer.Get( Invoice.CustomerId )

The GetByName method, present only in entity objects (Customer, Vendor, and Employee) and QBObject, may be used to get an object based on its Name. To retrieve multiple objects, to retrieve transaction objects whose ref_id is not known, or to perform more advanced searches the ObjSearch class may be used.

get_by_name Method

Gets a single record from QuickBooks.

Syntax

def get_by_name(full_name: str) -> None: ...

Remarks

GetByName may be used to retrieve a single object from QuickBooks, based on its full Name. For Employee and Vendor objects, and for most Customer objects, the full name is given by the Name (CustomerName, VendorName, or EmployeeName property. For Customer objects that represent jobs or sub-customers, the full name will include the parent objects' name(s), and is given by the FullName special field. When the method is called, a search will be initiated for the requested object. If it is found, all properties of the class will be set to the information retrieved from QuickBooks. The qb_response_aggregate property will also be set to the entire QBXML aggregate received from QuickBooks.

The full name of any class may be used for the parameter. So, for example, the following pseudocode would get customer information for a Customer listed on an Invoice:

Customer.GetByName( Invoice.CustomerName )

The GetByName method, present only in entity objects (Customer, Vendor, and Employee) and QBObject, may be used to get an object based on its Name. To retrieve multiple objects, to retrieve transaction objects whose name is not known, or to perform more advanced searches the ObjSearch class may be used.

get_custom_field Method

Gets a custom field value from QuickBooks.

Syntax

def get_custom_field(field_name: str) -> str: ...

Remarks

This method will get the value of a custom field, which has been defined by the user from within the QuickBooks UI.

To read the values of custom fields, be sure to set qbxml_version to at least "2.0" when retrieving data from QuickBooks. Then, QuickBooks will return custom field information, and it will be accessible through this method.

You may also invoke config to read the value of custom fields. However, to set the value of custom fields you must set qbxml_version to at least "3.0" and invoke set_custom_field.

import_qbxml Method

Imports a QBXML response aggregate.

Syntax

def import_qbxml(xml_data: str) -> None: ...

Remarks

This method imports a QBXML response aggregate. When called with a QBXML aggregate, such as a response from ObjSearch or QBWCServer the class will parse the response as if it had been received directly from QuickBooks and the applicable properties will be updated.

open_qb_connection Method

Opens a persistent connection to QuickBooks.

Syntax

def open_qb_connection() -> None: ...

Remarks

Invoking open_qb_connection will open a persistent connection to QuickBooks. After invoking open_qb_connection, all requests such as get, add, etc. will use the established connection until close_qb_connection is invoked.

The effect of open_qb_connection is to increase performance. If open_qb_connection is not invoked, a connection to QuickBooks will automatically be created and destroyed each time the class communicates with QuickBooks. Using open_qb_connection will be faster, particularly in the case of automatic login.

After open_qb_connection is invoked, QuickBooks will issue a connection ticket, and it will be stored in qb_connection_string. When close_qb_connection is invoked the ticket will be invalidated, and any further attempts to use it will fail.

Be sure to invoke close_qb_connection when you have finished communicating with QuickBooks. Leaving an open QuickBooks connection may lock out other integrated applications, affect QuickBooks performance, or cause other problems.

reset Method

Resets all properties to their defaults.

Syntax

def reset() -> None: ...

Remarks

This method resets the values of all properties (and all special fields) to their defaults.

After calling this method, the class may be reused as if it were newly created.

set_custom_field Method

Sets a custom field value within QuickBooks.

Syntax

def set_custom_field(field_name: str, field_value: str) -> None: ...

Remarks

This method requires QuickBooks 2004 or above, with qbxml_version set to at least "3.0".

This method will immediately set the value of a QuickBooks custom field, which has been defined by the user from within the QuickBooks UI. Before calling this method, the preceding operation must retrieve the object from QuickBooks, using get, ObjSearch, etc. Then, you may use set_custom_field to set custom field values (the fields will be modified or added, as appropriate).

Note that invoking this method will create a connection to QuickBooks if one is not already in place.

update Method

Updates the entity object in QuickBooks.

Syntax

def update() -> None: ...

Remarks

This method is used to update entity (Customer, Vendor, and Employee) records in QuickBooks.

When the method is called, an Update request will be submitted to QuickBooks. The object represented by ref_id will have its information updated based on the various property values.

If QuickBooks is able to update the object, it will return a copy of the object, and the values of all properties will be reset from the QuickBooks response. The qb_response_aggregate property will also be set to the entire QBXML aggregate received from QuickBooks.

One condition must be met for an Update operation to succeed: QuickBooks checks a property called EditSequence. EditSequence is similar to ref_id, but is changed every time the object is changed. When an Updateoperation is submitted, the server compares EditSequence with its own EditSequence for the object. If they match, this means that the client program has the latest copy of the object, and the Update operation is permitted. If they don't match, an error will be returned.

If this object represents a value returned from QuickBooks (i.e., a get or add call has been made, or the qb_response_aggregate property has been set), the EditSequence will be automatically set. Otherwise this value may be accessed through config.

on_error Event

Information about errors during data delivery.

Syntax

class CustomerErrorEventParams(object):
  @property
  def error_code() -> int: ...

  @property
  def description() -> str: ...

# In class Customer:
@property
def on_error() -> Callable[[CustomerErrorEventParams], None]: ...
@on_error.setter
def on_error(event_hook: Callable[[CustomerErrorEventParams], None]) -> None: ...

Remarks

The on_error event is fired in case of exceptional conditions during message processing.

ErrorCode contains an error code and Description contains a textual description of the error. For a list of valid error codes and their descriptions, please refer to the Error Codes section.

on_ssl_server_authentication Event

Fired after the server presents its certificate to the client.

Syntax

class CustomerSSLServerAuthenticationEventParams(object):
  @property
  def cert_encoded() -> bytes: ...

  @property
  def cert_subject() -> str: ...

  @property
  def cert_issuer() -> str: ...

  @property
  def status() -> str: ...

  @property
  def accept() -> bool: ...
  @accept.setter
  def accept(value) -> None: ...

# In class Customer:
@property
def on_ssl_server_authentication() -> Callable[[CustomerSSLServerAuthenticationEventParams], None]: ...
@on_ssl_server_authentication.setter
def on_ssl_server_authentication(event_hook: Callable[[CustomerSSLServerAuthenticationEventParams], None]) -> None: ...

Remarks

This event is where the client can decide whether to continue with the connection process or not. The Accept parameter is a recommendation on whether to continue or close the connection. This is just a suggestion: application software must use its own logic to determine whether to continue or not.

When Accept is False, Status shows why the verification failed (otherwise, Status contains the string "OK"). If it is decided to continue, you can override and accept the certificate by setting the Accept parameter to True.

on_ssl_status Event

Shows the progress of the secure connection.

Syntax

class CustomerSSLStatusEventParams(object):
  @property
  def message() -> str: ...

# In class Customer:
@property
def on_ssl_status() -> Callable[[CustomerSSLStatusEventParams], None]: ...
@on_ssl_status.setter
def on_ssl_status(event_hook: Callable[[CustomerSSLStatusEventParams], None]) -> None: ...

Remarks

The event is fired for informational and logging purposes only. Used to track the progress of the connection.

on_status Event

Shows the progress of the QuickBooks connection.

Syntax

class CustomerStatusEventParams(object):
  @property
  def message() -> str: ...

# In class Customer:
@property
def on_status() -> Callable[[CustomerStatusEventParams], None]: ...
@on_status.setter
def on_status(event_hook: Callable[[CustomerStatusEventParams], None]) -> None: ...

Remarks

The event is fired for informational and logging purposes only. Used to track the progress of the connection.

on_warning Event

Fired when a warning occurs.

Syntax

class CustomerWarningEventParams(object):
  @property
  def code() -> int: ...

  @property
  def description() -> str: ...

# In class Customer:
@property
def on_warning() -> Callable[[CustomerWarningEventParams], None]: ...
@on_warning.setter
def on_warning(event_hook: Callable[[CustomerWarningEventParams], None]) -> None: ...

Remarks

The Warning event is fired when the class has produced, or will produce, possibly unexpected results.

Warnings may be generated by QuickBooks or the class. Starred warning codes correspond to warnings and warning codes generated by QuickBooks.


510*	Object added successfully, but cannot now be read.
520*	Insufficient permissions to get all data.
801	Unable to update field (name).
802	Unable to parse name.

Unlisted QuickBooks warnings will cause the class to throw an exception instead.

Warning 801 will be thrown if the user attempts to Update properties that cannot be updated. For example, the following code will cause this warning to be fired: Customer1.GetByName("Joe Smith") Customer1.Email = "joe@abc.com" 'ok Customer1.CreditLimit = "200.00" 'Not used in Update operations! Customer1.Update() Only the email address will be updated, and the credit limit will be unchanged. Each property description for entity objects lists whether or not it is used in Update operations.

Customer Config Settings

The class accepts one or more of the following configuration settings. Configuration settings are similar in functionality to properties, but they are rarely used. In order to avoid "polluting" the property namespace of the class, access to these internal properties is provided through the config method.

Customer Config Settings

AdditionalContactRefContactName[i]: The name of the additional contact reference.

This configuration setting returns the name of the additional contact reference (e.g. Mobile Phone, Fax, etc.).

The size of the array is controlled by AdditionalContactRefCount

qbxml_version must be 12.0 or higher to return these values.

AdditionalContactRefContactValue[i]: The value of the additional contact reference.

This configuration setting returns the value of the additional contact reference (e.g. Mobile Phone, Fax, etc.).

The size of the array is controlled by AdditionalContactRefCount

qbxml_version must be 12.0 or higher to return these values.

AdditionalContactRefCount: The count of additional contact references returned.

This configuration setting returns the number of additional contact references returned in the response from QuickBooks.

qbxml_version must be 12.0 or higher to return these values.

AppendAfter: Appends an XML tag after the specified QBXML element.

Write-only; Appends the specified text after the specified QBXML element (whether the QBXML element is present). This may be useful to extend the functionality of the component beyond what is provided. Example: Control1.Config("AppendAfter:ListID=<WeirdNewField>abc</WeirdNewField>")

AuthFlags: Connection Flags (use for QuickBooks Simple Start).

Since 2006, QuickBooks has allowed AuthFlags to be set before connecting to QuickBooks. By default, the class can connect to Pro, Premier, and Enterprise editions of QuickBooks. However, because QuickBooks Simple Start contains only a subset of the functionality that other desktop versions provide, Intuit does not allow COM connection to Simple Start unless these AuthFlags explicitly indicate you wish to support it.

A list of allowable AuthFlags is provided below.


"" or 0	Do not send any auth flags
0x01	Support QB Simple Start
0x02	Support QB Pro
0x04	Support QB Premier
0x08	Support QB Enterprise
0x80000000	Force Auth Dialog

To specify support for multiple editions, OR together the values for each edition.

NOTE: If the version of QuickBooks being used does not support AuthFlags, the contents of this config will be ignored. However, if QuickBooks does support this feature, setting "AuthFlags=1" (Support for Simple Start only) on a machine running QuickBooks 2013 Pro will result in an error message indicating that the Request Processor cannot be found.

CurrencyId: The type of currency to use.

Refers to the Id of a Currency object. qbxml_version must be 8.0 or higher to use this configuration setting.

CurrencyName: The type of currency to use.

Refers to the name of a Currency object. qbxml_version must be 8.0 or higher to use this configuration setting.

EditSequence: An identifier for this copy of the object.

Indicates the state of an object when doing an Update.

EnforceMaxLength: Indicates whether to enforce max lengths for QB Fields.

If you change this setting to False, the class will no longer check (or error) when the length of a property exceeds the maximum length specified in the QuickBooks SDK.

FirstName: A first name.

FullName: The name of the customer.

This configuration setting indicates the name of the Customer, including any ancestors. If this object has a Parent, this is the version of the name that should be used in get operations. This setting is read-only.

GetHighestVersion: Highest QBXMLVersion supported by the installed instance of QuickBooks.

If QuickBooks is installed on the system, this setting will retrieve the highest qbxml_version that may be used for sending transactions to QuickBooks.

GetRequestProcessorDLLVersion: Returns the version of the QB Request Processor that is installed on your system.

GetSupportedVersions: Returns a list of QBXMLVersions that are supported by QuickBooks.

If QuickBooks is installed on the system, this setting will retrieve a list of all supported qbxml_versions that may be used for sending transactions to QuickBooks. While GetHighestVersion config returns only the highest qbxml_version supported, this config returns ALL supported qbxml_versions. The list is delimited with '\n' (linefeed) characters.

IncludePreferredDeliveryMethod: Whether to include the preferred delivery method.

The PreferredDeliveryMethod value of "Mail" is valid for responses received from QuickBooks, but not valid for requests made to some versions of QuickBooks.

The default value of this setting is False which means the PreferredDeliveryMethod is not included in the add or update request. To include the PreferredDeliveryMethod in the request set this to True.

Note: This is only applicable when qbxml_version is 12.0 or higher.

IsActive: Indicates whether the object is currently enabled for use by QuickBooks.

The default value is true.

IsReadOnly: This causes the QuickBooks authorization dialog to display text informing the user that its access will be read-only.

The default value is false.

JobDescription: Description of the job.

JobEndDate: Actual end date of the job, YYYY-MM-DD.

JobProjectedEndDate: Projected end date of the job, YYYY-MM-DD.

JobStartDate: Start date of the job, YYYY-MM-DD.

JobStatus: The status of the job.

Valid values include: "None" (1), "Pending" (2), "Awarded" (3), "InProgress" (4), "Closed" (5), or "NotAwarded" (6).

JobTypeId: Reference to the type of job.

JobTypeName: Reference to the type of job.

LastName: A last name.

MiddleInitial: A middle initial.

NonInclusiveBalance: The Balance of the Customer, not including sub-customers.

This setting is read-only.

The following special fields are defined for Customer class's that represent jobs (typically, these will have a Parent). None are used in Update operations.

OpeningBalance: The opening balance for the customer or vendor. Not used in Update operations.

OpeningBalanceDate: The opening balance date for the customer or vendor. Not used in Update operations.

PersonalDataPref: Whether the connecting application will require access to personal data such as SSN or credit card information.

This setting allows you to let the user know immediately whether your application requires access to personal data or not.

A list of available values is provided below.


pdpOptional	Causes the QuickBooks authorization dialog to display a checkbox for user selection asking whether the user wants to allow the application to access personal data.
pdpRequired	Causes the QuickBooks authorization dialog to not display the personal information checkbox for user selection, and instead display a warning that the application needs to access personal data.
pdpNotNeeded	Causes the QuickBooks authorization dialog to not display the personal information checkbox for user selection, and instead display an informational message that the application will NOT access personal data.

The default value is pdpOptional.

PreferredDeliveryMethod: The preferred delivery method.

Refers to the customer's preferred delivery method. qbxml_version must be 12.0 or higher to use this configuration setting. Possible values are "Email", "None", and "Mail".

PreferredPaymentMethodId: The preferred method of payment.

Refers to the Id of a PaymentMethod object. qbxml_version must be 3.0 or higher to use this configuration setting.

PreferredPaymentMethodName: The preferred method of payment.

Refers to the name of a PaymentMethod object. qbxml_version must be 3.0 or higher to use this configuration setting.

PriceLevelId: Reference to a price level for the customer.

qbxml_version must be 4.0 or higher to use this configuration setting.

PriceLevelName: Reference to a price level for the customer.

qbxml_version must be 4.0 or higher to use this configuration setting.

QBConnectionMode: The mode of connection to QuickBooks.

Specifies whether the integrated application logs in using single-user or multi-user mode.

The following values are permitted:


0	Don't Care
1	Single-User Mode
2	Multi-User Mode

About Single-User and Multi-User Modes

If the connection to QuickBooks is made in single-user mode, QuickBooks will give exclusive access to the connecting application. It will lock out all other integrated applications; if QuickBooks and the company file are not already open in single-user mode by the QuickBooks user, the user will be locked out as well.

If the connection is made in multi-user mode, QuickBooks will allow all other integrated applications access. QuickBooks end users on other machines will also be allowed to access the file. However, if the application (rather than the end user) starts QuickBooks automatically, end users on the same machine will still be locked out.

If cmDontCare is specified, an appropriate connection mode will be chosen automatically. If a company file is open in either single-user or multi-user mode, the integrated application will accept that connection mode. If no company file is open, QuickBooks will login automatically in multi-user mode.

About Integrated and Automatic Login

Note that your application's login to QuickBooks might be either automatic or interactive. Interactive login is used when QuickBooks is already open. Access will be shared between the integrated application and the QuickBooks end user, and if multi-user mode is specified, other applications and users will have access as well. When a connection is made, QuickBooks will show a dialog window to the user, and ask the user if he/she wants to permit the connection.

Automatic login is used when QuickBooks is not already open. QuickBooks will be opened in the background, and will run until your application has finished its connection with QuickBooks. The QuickBooks user interface will not be displayed, and end-users on the same machine will be locked out. End-users on other machines, however, will be allowed access if multi-user mode is specified.

By default integrated applications do not have permission to login automatically. The first time an application interacts with QuickBooks, it must do so interactively, with QuickBooks and the company file open. The QuickBooks end user may then grant automatic login permission through Edit Preferences - Integrated Applications in the QuickBooks user interface. Click on the name of the application and then "Properties", and you may allow the application to login automatically.

For automatic login the CompanyFile must be specified. CompanyFile, ApplicationName, and other properties relating to the QuickBooks connection may be edited through qb_connection_string.

QBFileStatus: The status of the company file as it pertains to accepting connections.

This setting may be queried before attempting to connect to QuickBooks to determine the current company file status. When queried the class will attempt to determine whether a subsequent connection using the provided qb_connection_string value would succeed. Possible return values are:


0	The company file will accept the connection. This indicates that no company file is open, or the desired company file is already open.
1	The company file will not accept the connection. This indicates a different company file is already open.

QBOpenCompanyFile: The file currently open in QuickBooks.

The name of the file currently open in QuickBooks, specified completely with the path. This field is read-only.

A query is submitted to QuickBooks when the value of this property is read. The empty string will be returned if no file is open, if QuickBooks is open in an access mode incompatible with QBConnectionMode, or if an error occurs.

If the value of this property is nonempty, the class may interact exclusively with the open file.

Salutation: A salutation, such as Mr., Mrs., etc.

SendRawXML: Sends specified XML to quickbooks without modification.

Available for write only. Immediately sends the specified XML over the current or default QuickBooks connection (as specified elsewhere), and returns the QBXML response. Syntax: Control1.Config("SendRawXML=<?xml version="1.0" ?>...")

SeparateContact: A contact person other than the person specified by Salutation, FirstName, MiddleInitial, and LastName.

ShipToAddressAggregate: A list of all shipping addresses associated with a customer.

This will return the aggregate response from QuickBooks containing all available shipping addresses associated with a customer. You can access each address individually with ShipToAddressAggregate[i]. These aggregates can be assigned to the Aggregate property of an Address component. qbxml_version must be 12.0 or higher to use this configuration setting.

ShipToAddressCount: A count of all shipping addresses associated with a customer.

This will return the number of available shipping addresses associated with a customer. qbxml_version must be 12.0 or higher to use this configuration setting.

SSLAcceptServerCert: The SSL certificate being used by the QuickBooks Gateway (aka Remote Connector).

The Base-64 encoded certificate being used by the Remote Connector (you may get this certificate from the Remote Connector by going to the Security tab, and clicking Export.)

This is only necessary if using a self-signed certificate, or any other certificate that has not been signed by a Certificate Authority (CA) trusted by the system.

SSLAcceptServerCertFile: The SSL certificate file being used by the QuickBooks Gateway (aka Remote Connector).

If your public key certificate is stored in a file, you may set this configuration setting to the full path of the certificate, and it will be immediately read from disk and stored in SSLAcceptServerCert. Equivalent to setting SSLAcceptServerCert to file contents.

Reading the value of this setting will return an empty string.

StopOnError: Specifies how QuickBooks is to proceed if an error occurs in processing of the current request.

If StopOnError is True (default), QuickBooks will stop processing when an error occurs. Requests that have already been processed will not be rolled back. An error is returned for the operation that caused the error condition. If StopOnError is False, QuickBooks will continue processing the remaining requests if an error occurs.

Sublevel: The number of ancestors this Customer has.

This setting is read-only.

TimeCreated: The time the object was created.

This config setting is read-only.

TimeModified: The time the object was created.

This config setting is read-only.

UnattendedModePref: Whether connecting while QuickBooks is closed is required or optional for the user.

This setting allows you to let the user know immediately whether your application requires the ability to access QuickBooks while QuickBooks is closed.

A list of available values is provided below.


umpOptional	Causes the QuickBooks authorization dialog to display its default selections and let the user pick. Use this setting if you do not need unattended mode.
umpRequired	Causes the QuickBooks authorization dialog to display only the selection choices of "No" (no authorization) or "Yes, allow access even if QuickBooks is not running" (authorize unattended mode).

The default value is umpOptional.

WarningCodes: A comma-separated list of QuickBooks warning codes that should not result in an exception.

By default, the class will throw an exception when a status code with severity "Warn" is returned in a QuickBooks response. Set this field to a comma-separated list of status codes that should not throw an exception if returned. Note that the QuickBooks response code is not necessarily the same as the exception code from the resulting exception.

Base Config Settings

BuildInfo: Information about the product's build.

When queried, this setting will return a string containing information about the product's build.

CodePage: The system code page used for Unicode to Multibyte translations.

The default code page is Unicode UTF-8 (65001).

The following is a list of valid code page identifiers:


Identifier	Name
037	IBM EBCDIC - U.S./Canada
437	OEM - United States
500	IBM EBCDIC - International
708	Arabic - ASMO 708
709	Arabic - ASMO 449+, BCON V4
710	Arabic - Transparent Arabic
720	Arabic - Transparent ASMO
737	OEM - Greek (formerly 437G)
775	OEM - Baltic
850	OEM - Multilingual Latin I
852	OEM - Latin II
855	OEM - Cyrillic (primarily Russian)
857	OEM - Turkish
858	OEM - Multilingual Latin I + Euro symbol
860	OEM - Portuguese
861	OEM - Icelandic
862	OEM - Hebrew
863	OEM - Canadian-French
864	OEM - Arabic
865	OEM - Nordic
866	OEM - Russian
869	OEM - Modern Greek
870	IBM EBCDIC - Multilingual/ROECE (Latin-2)
874	ANSI/OEM - Thai (same as 28605, ISO 8859-15)
875	IBM EBCDIC - Modern Greek
932	ANSI/OEM - Japanese, Shift-JIS
936	ANSI/OEM - Simplified Chinese (PRC, Singapore)
949	ANSI/OEM - Korean (Unified Hangul Code)
950	ANSI/OEM - Traditional Chinese (Taiwan; Hong Kong SAR, PRC)
1026	IBM EBCDIC - Turkish (Latin-5)
1047	IBM EBCDIC - Latin 1/Open System
1140	IBM EBCDIC - U.S./Canada (037 + Euro symbol)
1141	IBM EBCDIC - Germany (20273 + Euro symbol)
1142	IBM EBCDIC - Denmark/Norway (20277 + Euro symbol)
1143	IBM EBCDIC - Finland/Sweden (20278 + Euro symbol)
1144	IBM EBCDIC - Italy (20280 + Euro symbol)
1145	IBM EBCDIC - Latin America/Spain (20284 + Euro symbol)
1146	IBM EBCDIC - United Kingdom (20285 + Euro symbol)
1147	IBM EBCDIC - France (20297 + Euro symbol)
1148	IBM EBCDIC - International (500 + Euro symbol)
1149	IBM EBCDIC - Icelandic (20871 + Euro symbol)
1200	Unicode UCS-2 Little-Endian (BMP of ISO 10646)
1201	Unicode UCS-2 Big-Endian
1250	ANSI - Central European
1251	ANSI - Cyrillic
1252	ANSI - Latin I
1253	ANSI - Greek
1254	ANSI - Turkish
1255	ANSI - Hebrew
1256	ANSI - Arabic
1257	ANSI - Baltic
1258	ANSI/OEM - Vietnamese
1361	Korean (Johab)
10000	MAC - Roman
10001	MAC - Japanese
10002	MAC - Traditional Chinese (Big5)
10003	MAC - Korean
10004	MAC - Arabic
10005	MAC - Hebrew
10006	MAC - Greek I
10007	MAC - Cyrillic
10008	MAC - Simplified Chinese (GB 2312)
10010	MAC - Romania
10017	MAC - Ukraine
10021	MAC - Thai
10029	MAC - Latin II
10079	MAC - Icelandic
10081	MAC - Turkish
10082	MAC - Croatia
12000	Unicode UCS-4 Little-Endian
12001	Unicode UCS-4 Big-Endian
20000	CNS - Taiwan
20001	TCA - Taiwan
20002	Eten - Taiwan
20003	IBM5550 - Taiwan
20004	TeleText - Taiwan
20005	Wang - Taiwan
20105	IA5 IRV International Alphabet No. 5 (7-bit)
20106	IA5 German (7-bit)
20107	IA5 Swedish (7-bit)
20108	IA5 Norwegian (7-bit)
20127	US-ASCII (7-bit)
20261	T.61
20269	ISO 6937 Non-Spacing Accent
20273	IBM EBCDIC - Germany
20277	IBM EBCDIC - Denmark/Norway
20278	IBM EBCDIC - Finland/Sweden
20280	IBM EBCDIC - Italy
20284	IBM EBCDIC - Latin America/Spain
20285	IBM EBCDIC - United Kingdom
20290	IBM EBCDIC - Japanese Katakana Extended
20297	IBM EBCDIC - France
20420	IBM EBCDIC - Arabic
20423	IBM EBCDIC - Greek
20424	IBM EBCDIC - Hebrew
20833	IBM EBCDIC - Korean Extended
20838	IBM EBCDIC - Thai
20866	Russian - KOI8-R
20871	IBM EBCDIC - Icelandic
20880	IBM EBCDIC - Cyrillic (Russian)
20905	IBM EBCDIC - Turkish
20924	IBM EBCDIC - Latin-1/Open System (1047 + Euro symbol)
20932	JIS X 0208-1990 & 0121-1990
20936	Simplified Chinese (GB2312)
21025	IBM EBCDIC - Cyrillic (Serbian, Bulgarian)
21027	Extended Alpha Lowercase
21866	Ukrainian (KOI8-U)
28591	ISO 8859-1 Latin I
28592	ISO 8859-2 Central Europe
28593	ISO 8859-3 Latin 3
28594	ISO 8859-4 Baltic
28595	ISO 8859-5 Cyrillic
28596	ISO 8859-6 Arabic
28597	ISO 8859-7 Greek
28598	ISO 8859-8 Hebrew
28599	ISO 8859-9 Latin 5
28605	ISO 8859-15 Latin 9
29001	Europa 3
38598	ISO 8859-8 Hebrew
50220	ISO 2022 Japanese with no halfwidth Katakana
50221	ISO 2022 Japanese with halfwidth Katakana
50222	ISO 2022 Japanese JIS X 0201-1989
50225	ISO 2022 Korean
50227	ISO 2022 Simplified Chinese
50229	ISO 2022 Traditional Chinese
50930	Japanese (Katakana) Extended
50931	US/Canada and Japanese
50933	Korean Extended and Korean
50935	Simplified Chinese Extended and Simplified Chinese
50936	Simplified Chinese
50937	US/Canada and Traditional Chinese
50939	Japanese (Latin) Extended and Japanese
51932	EUC - Japanese
51936	EUC - Simplified Chinese
51949	EUC - Korean
51950	EUC - Traditional Chinese
52936	HZ-GB2312 Simplified Chinese
54936	Windows XP: GB18030 Simplified Chinese (4 Byte)
57002	ISCII Devanagari
57003	ISCII Bengali
57004	ISCII Tamil
57005	ISCII Telugu
57006	ISCII Assamese
57007	ISCII Oriya
57008	ISCII Kannada
57009	ISCII Malayalam
57010	ISCII Gujarati
57011	ISCII Punjabi
65000	Unicode UTF-7
65001	Unicode UTF-8

The following is a list of valid code page identifiers for Mac OS only:


Identifier	Name
1	ASCII
2	NEXTSTEP
3	JapaneseEUC
4	UTF8
5	ISOLatin1
6	Symbol
7	NonLossyASCII
8	ShiftJIS
9	ISOLatin2
10	Unicode
11	WindowsCP1251
12	WindowsCP1252
13	WindowsCP1253
14	WindowsCP1254
15	WindowsCP1250
21	ISO2022JP
30	MacOSRoman
10	UTF16String
0x90000100	UTF16BigEndian
0x94000100	UTF16LittleEndian
0x8c000100	UTF32String
0x98000100	UTF32BigEndian
0x9c000100	UTF32LittleEndian
65536	Proprietary

LicenseInfo: Information about the current license.

When queried, this setting will return a string containing information about the license this instance of a class is using. It will return the following information:

Product: The product the license is for.
Product Key: The key the license was generated from.
License Source: Where the license was found (e.g., RuntimeLicense, License File).
License Type: The type of license installed (e.g., Royalty Free, Single Server).
Last Valid Build: The last valid build number for which the license will work.

MaskSensitive: Whether sensitive data is masked in log messages.

In certain circumstances it may be beneficial to mask sensitive data, like passwords, in log messages. Set this to True to mask sensitive data. The default is True.

This setting only works on these classes: AS3Receiver, AS3Sender, Atom, Client(3DS), FTP, FTPServer, IMAP, OFTPClient, SSHClient, SCP, Server(3DS), Sexec, SFTP, SFTPServer, SSHServer, TCPClient, TCPServer.

ProcessIdleEvents: Whether the class uses its internal event loop to process events when the main thread is idle.

If set to False, the class will not fire internal idle events. Set this to False to use the class in a background thread on Mac OS. By default, this setting is True.

SelectWaitMillis: The length of time in milliseconds the class will wait when DoEvents is called if there are no events to process.

If there are no events to process when do_events is called, the class will wait for the amount of time specified here before returning. The default value is 20.

UseInternalSecurityAPI: Tells the class whether or not to use the system security libraries or an internal implementation.

When set to False, the class will use the system security libraries by default to perform cryptographic functions where applicable.

Setting this setting to True tells the class to use the internal implementation instead of using the system security libraries.

On Windows, this setting is set to False by default. On Linux/macOS, this setting is set to True by default.

To use the system security libraries for Linux, OpenSSL support must be enabled. For more information on how to enable OpenSSL, please refer to the OpenSSL Notes section.

Customer Errors

Errors

The following errors may be generated by the class. Note that frequently the error message will contain more specific information than what is listed here.

Customer Errors

101   String too long.
103   Invalid date format (YYYY-MM-DD is standard).
104   Invalid value for enumerated field.
105   Invalid integer.
106   Invalid dollar amount.
107   Invalid boolean value (must be 'true' or 'false').
108   Invalid number.
111   Invalid special characters in string.
112   Invalid special field syntax.
181   Could not load certificate file.
201   Required field unspecified.
211   Unsupported field specified.
301   Array line count must be nonnegative.
302   Array index out of bounds.
303   Invalid field index.
401   Field not accessible as a special field.
402   Write access attempted of readonly field.
403   Read access attempted of writeonly field.
421   The object cannot be modified.
511   The qb_request_id has been previously used. Please generate a new one.
601   Could not access QuickBooks.
602   Could not open specified file.
603   The version of QuickBooks currently being used is not supported.
604   QuickBooks has not been installed properly.
605   The specified file was of an incorrect version.
606   Could not start QuickBooks.
607   QuickBooks is open in a mode different than the one requested.
608   QuickBooks cannot currently be accessed.
609   An application name must be specified.
610   A file name must be specified if one is not currently open in QuickBooks.
611   Access denied.
612   QuickBooks is busy and cannot open your application in the mode requested.
699   The connection to QuickBooks has failed for an unknown reason.
702   The object requested does not exist in QuickBooks.
751   Unsupported QBXML version.
752   The qbxml_version chosen is insufficient to execute the request.
801   A QuickBooks internal error has occurred.
802   QuickBooks is not available due to a system-related problem.
803   The Id specified is invalid.
804   Invalid object name.
805   The name already exists in QuickBooks.
807   An object could not be found in QuickBooks.
808   A reference did not refer to an object that exists in QuickBooks.
809   The object is currently in use by the QuickBooks end user.
810   The object may not be added.
811   The object may not be updated because it is obsolete.
812   The address is invalid.
813   Permission to perform this operation is not granted.
814   The request has not been processed.
815   Time creation mismatch.
816   The feature is turned off or not enabled.
817   Permission level configured is insufficient for access.
818    The item specified was of an unknown type.
819   The object may not be changed.
820   An internal QuickBooks error has occurred.
821   An attempt was made to use a connection that was not properly initiated.
822   An attempt was made to use a connection that is invalid or was previously closed.
823   Not enough memory.
824   Unable to lock the necessary information to allow this application access to the company file. Try again later.
850   An older version of QuickBooks 2002 is being used. Please download the latest update from Intuit.
851   The QuickBooks request processor was not found. Check that QuickBooks Pro 2002 or higher is installed on your system.
861   Server error on WebExport (details follow).
862   The WebExport is impossible: an HTTP context was not found.
871   You may not set the value of QBConnectionTicket. This value is readonly.
880   Interrupted by the user.
881   An error has occurred connecting to a remote machine.
899   An unknown QuickBooks error has occurred. The message contains more details.
901   XML Parser Error. Should not occur under normal circumstances.


	101 String too long.
	103 Invalid date format (YYYY-MM-DD is standard).
	104 Invalid value for enumerated field.
	105 Invalid integer.
	106 Invalid dollar amount.
	107 Invalid boolean value (must be 'true' or 'false').
	108 Invalid number.
	111 Invalid special characters in string.
	112 Invalid special field syntax.
	181 Could not load certificate file.
	201 Required field unspecified.
	211 Unsupported field specified.
	301 Array line count must be nonnegative.
	302 Array index out of bounds.
	303 Invalid field index.
	401 Field not accessible as a special field.
	402 Write access attempted of readonly field.
	403 Read access attempted of writeonly field.
	421 The object cannot be modified.
	511 The qb_request_id has been previously used. Please generate a new one.
	601 Could not access QuickBooks.
	602 Could not open specified file.
	603 The version of QuickBooks currently being used is not supported.
	604 QuickBooks has not been installed properly.
	605 The specified file was of an incorrect version.
	606 Could not start QuickBooks.
	607 QuickBooks is open in a mode different than the one requested.
	608 QuickBooks cannot currently be accessed.
	609 An application name must be specified.
	610 A file name must be specified if one is not currently open in QuickBooks.
	611 Access denied.
	612 QuickBooks is busy and cannot open your application in the mode requested.
	699 The connection to QuickBooks has failed for an unknown reason.
	702 The object requested does not exist in QuickBooks.
	751 Unsupported QBXML version.
	752 The qbxml_version chosen is insufficient to execute the request.
	801 A QuickBooks internal error has occurred.
	802 QuickBooks is not available due to a system-related problem.
	803 The Id specified is invalid.
	804 Invalid object name.
	805 The name already exists in QuickBooks.
	807 An object could not be found in QuickBooks.
	808 A reference did not refer to an object that exists in QuickBooks.
	809 The object is currently in use by the QuickBooks end user.
	810 The object may not be added.
	811 The object may not be updated because it is obsolete.
	812 The address is invalid.
	813 Permission to perform this operation is not granted.
	814 The request has not been processed.
	815 Time creation mismatch.
	816 The feature is turned off or not enabled.
	817 Permission level configured is insufficient for access.
	818 The item specified was of an unknown type.
	819 The object may not be changed.
	820 An internal QuickBooks error has occurred.
	821 An attempt was made to use a connection that was not properly initiated.
	822 An attempt was made to use a connection that is invalid or was previously closed.
	823 Not enough memory.
	824 Unable to lock the necessary information to allow this application access to the company file. Try again later.
	850 An older version of QuickBooks 2002 is being used. Please download the latest update from Intuit.
	851 The QuickBooks request processor was not found. Check that QuickBooks Pro 2002 or higher is installed on your system.
	861 Server error on WebExport (details follow).
	862 The WebExport is impossible: an HTTP context was not found.
	871 You may not set the value of QBConnectionTicket. This value is readonly.
	880 Interrupted by the user.
	881 An error has occurred connecting to a remote machine.
	899 An unknown QuickBooks error has occurred. The message contains more details.
	901 XML Parser Error. Should not occur under normal circumstances.