QuickBooks Online

Hela sends customers, invoices and payments into QuickBooks Online, and supplier orders as bills.

What is sent

Event	QuickBooks object
invoice.issued, sale.created (if set)	Invoice, with a Customer created or found by name
invoice.paid, invoice.partially_paid	Payment, linked to the invoice, deposited to the chosen account
purchase.created	Bill, with a Vendor

Connecting

Continue with QuickBooks: pick the QuickBooks company, accept, come back. The token renews itself; QuickBooks asks for a reconnection roughly every hundred days, and Hela tells you when.

Whoever runs the server must have registered Hela with Intuit (QUICKBOOKS_CLIENT_ID, QUICKBOOKS_CLIENT_SECRET) — see Keys and environment variables.

Settings

Setting	Meaning
Sandbox	Send to an Intuit sandbox company to try.
Include counter sales	Also push receipts paid on the spot.
Default service item	The id of the QuickBooks Item to attach lines to. Without it, lines go without an item and QuickBooks files them under default sales.
Deposit account	Where payments are deposited (DepositToAccountRef).
Expense account	The account of bill lines.

Good to know

• QuickBooks enforces the company's currency, or the currencies enabled under Multicurrency; an invoice in an unknown currency is refused and shows in the log with Intuit's message.
• The Hela number goes into DocNumber.
• Sales tax: QuickBooks computes its own taxes from the tax code. Hela sends net lines with TaxCodeRef TAX when the line carries a rate, NON otherwise; check the rate in QuickBooks the first time.