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Bill and Purchase Order

4min

You can create Bills and Purchase Orders as well.

Button URL
|
/apex/breadwinner_qbo__NewBillPO
?originating_record={!salesforce_record_ID}
&parent_account=api_field_name__c
&invoice_date=bill_date_api_field__c
&invoice_location_field=api_field__c
&invoice_memo_field=memo_api_field__c
&child_relationship_name=child_name__r
&child_object_inventory_name=name_field__c
&child_object_description=description__c
&child_object_quantity=quantity_field
&child_object_unit_price=unit_price_field__c
&child_object_class=class_field__c
&expense_type=bill
&Itemmapping_preference=Items


Above we specify “&expense_type=bill”, but you may also specify “po" in QBO .

There are two types of Line Items those are Account and Item based Line Items. At present, you can map Line Items with either one of them at a time.

  • Item-based Line Items: You can replace &Itemmapping_preference = Items.
  • Account based Line Items:  You can replace &Itemmapping_preference = Accounts and &child_object_inventory_name is not required.

Specifying Bill or Purchase Order Specific fields

You do not need a different field for dates, as invoice_date will be the date field for Bills and Purchase Orders.

However, Purchase Orders have additional fields that are not used anywhere else.

Button URL
|
/apex/breadwinner_qbo__NewBillPO
?originating_record={!salesforce_record_ID}
&parent_account=api_field_name__c
&invoice_custom_field_1=api_field__c
&invoice_custom_field_2=api_field__c
&invoice_custom_field_3=api_field__c
&invoice_message_field=Message_to_Vendor_api_field__c


In QBO, Bills have additional fields that are not used anywhere else.

Button URL
|
/apex/breadwinner_qbo__NewBillPO
?originating_record={!salesforce_record_ID}
&parent_account=api_field_name__c
&due_date=bill_date_api_field__c
&child_object_taxable=is_taxable_field__c




Updated 03 Mar 2023
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Specifying Bill or Purchase Order Specific fields