QBObject Class
Properties Methods Events Config Settings Errors
A generic QuickBooks object, allowing users to extend the product's functionality.
Syntax
class inqb.QBObject
Remarks
QBObject is implemented for extensibility, and allows the user to extend the functionality of the class set. The class handles the XML parsing and QuickBooks connection, and leaves it to the user to specify the list of properties to include.
QBObject may be used to implement any object supported by version 1.1 of the QuickBooks SDK. For example, it could be used to implement a transaction line item. The full list of objects and their properties is in the SDK documentation; users of QBObject should download and refer to the SDK documentation for this information.
To add an object to QuickBooks, first set object_name to the name of the object being implemented; for example, "ItemService". Then, set object_type to the type of object: "List" for a list item, or "Txn" for a transaction item. Then, specify each property in order using the add_property method. Finally, invoke add.
To get an object, set object_name and object_type as before, and then invoke get. The object's property values may then be inspected using get_property. The object may also be deleted by invoking delete.
The class does not implement any knowledge of QuickBooks business rules, and simply constructs QBXML based on object_name, object_type, and the calls to add_property. If the class is unable to construct valid QBXML it will fail with an error.
The following pseudocode shows how to add a service line item to QuickBooks.
QBObject1.ObjectName = "ItemService"
QBObject1.ObjectType = "Txn"
QBObject1.AddProperty("Name", "Item name here")
QBObject1.AddProperty("SalesOrPurchase",
"<AccountRef><FullName>Account name here</FullName></AccountRef>")
QBObject1.Add()
Property List
The following is the full list of the properties of the class with short descriptions. Click on the links for further details.
object_name | The name of the object. |
object_type | The type of the object - generally List or Txn. |
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. |
result_count | The number of records in the Result arrays. |
result_aggregate | One response XML aggregate returned from QuickBooks. |
result_obj_name | Indicates which class is used to parse the corresponding Aggregate . |
x_child_count | Number of children for the current element. |
x_element | The name of the current element. |
xpath | Provides a way to point to a specific element in the document. |
x_text | The text of the current element. |
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. |
add_property | Sets the value of the specified property. |
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_property | Gets the value of the specified property. |
has_xpath | Determines whether a specific element exists in the document. |
open_qb_connection | Opens a persistent connection to QuickBooks. |
process_queue | Processes the current queue of transactions. |
queue | Adds a transaction to the queue. |
reset | Resets all properties to their defaults. |
reset_queue | Resets the transaction queue. |
send_raw_xml | Sends the provided XML string to the QBXML Request Processor. |
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.
AuthFlags | Connection Flags (use for QuickBooks Simple Start). |
EnforceMaxLength | Indicates whether to enforce max lengths for QB Fields. |
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. |
IsReadOnly | This causes the QuickBooks authorization dialog to display text informing the user that its access will be read-only. |
PersonalDataPref | Whether the connecting application will require access to personal data such as SSN or credit card information. |
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. |
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. |
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. |
object_name Property
The name of the object.
Syntax
def get_object_name() -> str: ... def set_object_name(value: str) -> None: ...
object_name = property(get_object_name, set_object_name)
Default Value
""
Remarks
The name of the object, exactly as found in the QuickBooks SDK documentation. Failure to set this property will result in an XML parser error.
object_type Property
The type of the object - generally List or Txn.
Syntax
def get_object_type() -> str: ... def set_object_type(value: str) -> None: ...
object_type = property(get_object_type, set_object_type)
Default Value
""
Remarks
The type of the object: "List" for list items, or "Txn" for transaction items. Note that the name of the object's Id property determines the object type: List items have a "ListID" property, and transaction items have a "TxnID" property.
Failure to set this property will result in an XML parser error.
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
0
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. |
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 |
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 |
result_count Property
The number of records in the Result arrays.
Syntax
def get_result_count() -> int: ...
result_count = property(get_result_count, None)
Default Value
0
Remarks
This property controls the size of the following arrays:
The array indices start at 0 and end at result_count - 1.This property is read-only.
result_aggregate Property
One response XML aggregate returned from QuickBooks.
Syntax
def get_result_aggregate(result_index: int) -> str: ...
Default Value
""
Remarks
One response XML aggregate returned from QuickBooks.
The QBObject class can be used to queue multiple transactions for batch processing with QuickBooks. Use the Queue method to store QBAddAggregate or QBUpdateAggregate structures from other classs in QBObject, and then call ProcessQueue to send them to QuickBooks. The results will appear in the result_aggregate array property in the same order they were inserted into the Queue. The number of results returned is indicated by the ResultCount property. The result_obj_name array property will contain the name of the component required to process each result_aggregate.
The result_index parameter specifies the index of the item in the array. The size of the array is controlled by the result_count property.
This property is read-only.
result_obj_name Property
Indicates which class is used to parse the corresponding Aggregate .
Syntax
def get_result_obj_name(result_index: int) -> str: ...
Default Value
""
Remarks
Indicates which component is used to parse the corresponding result_aggregate.
The result_obj_name property will contain the name of the component required to process the corresponding result_aggregate at each ResultIndex.
The result_index parameter specifies the index of the item in the array. The size of the array is controlled by the result_count property.
This property is read-only.
x_child_count Property
Number of children for the current element.
Syntax
def get_x_child_count() -> int: ...
x_child_count = property(get_x_child_count, None)
Default Value
0
Remarks
The current element is specified via the xpath property.
This property is read-only.
x_element Property
The name of the current element.
Syntax
def get_x_element() -> str: ... def set_x_element(value: str) -> None: ...
x_element = property(get_x_element, set_x_element)
Default Value
""
Remarks
The current element is specified via the xpath property.
xpath Property
Provides a way to point to a specific element in the document.
Syntax
def get_xpath() -> str: ... def set_xpath(value: str) -> None: ...
xpath = property(get_xpath, set_xpath)
Default Value
""
Remarks
xpath implements a subset of the XML XPath specification, allowing you to point to specific elements in the XML response.
The path is a series of one or more element accessors separated by '/'. The path can be absolute (starting with '/') or relative to the current xpath location.
The following are possible values for an element accessor:
'name' | A particular element name. |
[i] | The i-th subelement of the current element, starting at index 1. |
.. | the parent of the current element. |
Example (Setting XPath)
Document root QBObjectControl.XPath = "/" Specific Element QBObjectControl.XPath = "/root/SubElement1/SubElement2/" i-th Child QBObjectControl.XPath = "/root/[i]"
You may use the has_xpath method to determine if an xpath exists before setting the xpath property.
x_text Property
The text of the current element.
Syntax
def get_x_text() -> str: ... def set_x_text(value: str) -> None: ...
x_text = property(get_x_text, set_x_text)
Default Value
""
Remarks
The current element is specified via the xpath property.
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.
add_property Method
Sets the value of the specified property.
Syntax
def add_property(property_name: str, property_value: str) -> None: ...
Remarks
This method should be used to specify the object's property values, before invoking add.
The properties should be specified one by one, in the same order that they are listed in the SDK documentation. All property values should be formatted as a string; aggregate properties should be formatted with XML tags, as appropriate.
The following pseudocode shows how to add a service line item to QuickBooks.
GenericQBObject1.ObjectName = "ItemService"
GenericQBObject1.ObjectType = "Txn"
GenericQBObject1.AddProperty("Name", "Item name here")
GenericQBObject1.AddProperty("SalesOrPurchase",
"<AccountRef><FullName>Account name here</FullName></AccountRef>")
GenericQBObject1.Add()
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 the Id. This property may be assigned using add_property, by calling get, or by assigning the value of qb_response_aggregate.
A typical example:
Object.Get("Floor plans") 'this will assign the Id
Object.Delete()
Deleting list objects 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_property Method
Gets the value of the specified property.
Syntax
def get_property(property_name: str) -> str: ...
Remarks
This method returns the value of the specified property. If the property value has not been specified, an empty string will be returned.
has_xpath Method
Determines whether a specific element exists in the document.
Syntax
def has_xpath(xpath: str) -> bool: ...
Remarks
The xpath property implements a subset of the XML XPath specification, allowing you to point to specific elements in the XML response.
The path is a series of one or more element accessors separated by '/'. The path can be absolute (starting with '/') or relative to the current xpath location.
Setting the xpath property to an xpath that does not exist will cause an error. You can use the has_xpath method to determine if a particular xpath exists before setting it with xpath.
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.
process_queue Method
Processes the current queue of transactions.
Syntax
def process_queue() -> None: ...
Remarks
The QBObject class can be used to queue multiple transactions for batch processing with QuickBooks. Use the queue method to store QBAddAggregate or QBUpdateAggregate structures from other classs in QBObject, and then call process_queue to send them to QuickBooks. The results will appear in the results in the same order they were inserted into the queue. In the results array properties, the result_obj_name will contain the name of the component required to process each result_aggregate.
queue Method
Adds a transaction to the queue.
Syntax
def queue(aggregate: str) -> None: ...
Remarks
The QBObject class can be used to queue multiple transactions for batch processing with QuickBooks. Use the queue method to store QBAddAggregate or QBUpdateAggregate structures from other classs in QBObject, and then call process_queue to send them to QuickBooks. The results will appear in the result_aggregate property in the same order they were inserted into the queue. The number of results returned is indicated by the ResultCount property. The result_obj_name array property will contain the name of the class required to process each result_aggregate.
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.
reset_queue Method
Resets the transaction queue.
Syntax
def reset_queue() -> None: ...
Remarks
Transactions may be added to the queue via the queue method. However, once added these transactions cannot be modified. If you wish to make a change you must reset the queue and start over again.
send_raw_xml Method
Sends the provided XML string to the QBXML Request Processor.
Syntax
def send_raw_xml(xml_string: str) -> str: ...
Remarks
SendRawXML sends the provided XML string to the QuickBooks request processor, and returns the raw, unparsed response. The QB properties determine the parameters of the QuickBooks connection; all other property values will be ignored.
Error checking is performed at the communications (COM) level but not at the QuickBooks level. Use this method with caution, as it will not indicate whether or not the data was successfully processed.
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 QBObjectErrorEventParams(object): @property def error_code() -> int: ... @property def description() -> str: ... # In class QBObject: @property def on_error() -> Callable[[QBObjectErrorEventParams], None]: ... @on_error.setter def on_error(event_hook: Callable[[QBObjectErrorEventParams], 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 QBObjectSSLServerAuthenticationEventParams(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 QBObject: @property def on_ssl_server_authentication() -> Callable[[QBObjectSSLServerAuthenticationEventParams], None]: ... @on_ssl_server_authentication.setter def on_ssl_server_authentication(event_hook: Callable[[QBObjectSSLServerAuthenticationEventParams], 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 QBObjectSSLStatusEventParams(object): @property def message() -> str: ... # In class QBObject: @property def on_ssl_status() -> Callable[[QBObjectSSLStatusEventParams], None]: ... @on_ssl_status.setter def on_ssl_status(event_hook: Callable[[QBObjectSSLStatusEventParams], 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 QBObjectStatusEventParams(object): @property def message() -> str: ... # In class QBObject: @property def on_status() -> Callable[[QBObjectStatusEventParams], None]: ... @on_status.setter def on_status(event_hook: Callable[[QBObjectStatusEventParams], 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 QBObjectWarningEventParams(object): @property def code() -> int: ... @property def description() -> str: ... # In class QBObject: @property def on_warning() -> Callable[[QBObjectWarningEventParams], None]: ... @on_warning.setter def on_warning(event_hook: Callable[[QBObjectWarningEventParams], 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. |
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.
QBObject 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.QBObject Config Settings | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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.
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. |
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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. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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.
The default value is pdpOptional. |
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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:
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. |
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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:
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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. |
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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. |
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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. |
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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. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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.
The default value is umpOptional. |
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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:
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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:
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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. |
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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. |
QBObject Errors
ErrorsThe following errors may be generated by the class. Note that frequently the error message will contain more specific information than what is listed here.
QBObject 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. | |
899 An XML or other QuickBooks error has occurred. |