Quickbooks API Requirements

I. Invoicing

  1. Export a customer invoice from Zuum to Quickbooks (already possible)

  2. Create and map new customer if record not found (already possible)

  3. Export a vendor bill from Zuum to Quickbooks (already possible)

  4. Create and map new vendor if record not found (already possible)

II. Logging Payments received

  1. Send payment info to quickbooks for one or more payments at a time

    1. Data to send

      1. Customer

      2. Invoice #

      3. Payment Date

      4. Payment Method

      5. Ref #

      6. Notes

      7. Payment Amount

    2. Deposit account

      1. This is a data point that quickbook needs, but that is not included in Zuum. All payments go to the same deposit account, so this should be set up once and applied to all payments received.