QuickBooks Command Guide - Pinkfish AI Generative Workflows

The /quickbooks command enables you to access and manage QuickBooks accounting data including customers, invoices, bills, payments, and financial reports. Perfect for:

Customer and vendor management
Invoice and billing operations
Payment processing
Financial reporting
Accounting automation

Basic Usage

Use the command to work with QuickBooks:

/quickbooks create new customer with contact information

/quickbooks generate invoice for customer services

/quickbooks record payment for outstanding invoice

Key Features

Customer Management

Create and update customers
Manage contact information
Customer relationship tracking
Payment history
Customer reporting

Invoice Operations

Create invoices
Track invoice status
Payment processing
Invoice templates
Automated billing

Financial Management

Payment recording
Vendor management
Bill processing
Financial reporting
Account management

Example Commands

Customer Operations

/quickbooks add new customer John Smith with billing address

Invoice Management

/quickbooks create invoice for customer with line items

Payment Processing

/quickbooks record payment for invoice #12345

Vendor Management

/quickbooks create new vendor for office supplies

Customer Management

Create Customer

// POST company/{REALM_ID}/customer
{
  "DisplayName": "John Smith",
  "PrimaryEmailAddr": {
    "Address": "john.smith@example.com"
  },
  "PrimaryPhone": {
    "FreeFormNumber": "555-555-5555"
  },
  "BillAddr": {
    "Line1": "123 Main Street",
    "City": "San Francisco",
    "CountrySubDivisionCode": "CA",
    "PostalCode": "94105",
    "Country": "US"
  }
}

Customer Response

{
  "output": {
    "Customer": {
      "Id": "1234",
      "SyncToken": "0",
      "DisplayName": "John Smith",
      "PrimaryEmailAddr": {
        "Address": "john.smith@example.com"
      },
      "PrimaryPhone": {
        "FreeFormNumber": "555-555-5555"
      },
      "BillAddr": {
        "Id": "567",
        "Line1": "123 Main Street",
        "City": "San Francisco",
        "CountrySubDivisionCode": "CA",
        "PostalCode": "94105",
        "Country": "US"
      },
      "Active": true,
      "MetaData": {
        "CreateTime": "2023-09-15T14:45:00Z",
        "LastUpdatedTime": "2023-09-15T14:45:00Z"
      }
    }
  }
}

Update Customer

{
  "Id": "1234",
  "SyncToken": "0",
  "DisplayName": "John A. Smith",
  "PrimaryEmailAddr": {
    "Address": "john.smith@example.com"
  },
  "BillAddr": {
    "Id": "567",
    "Line1": "456 Market Street",
    "City": "San Francisco",
    "CountrySubDivisionCode": "CA",
    "PostalCode": "94105",
    "Country": "US"
  },
  "sparse": true
}

List Customers

const url = QUICKBOOKS_URL + `company/${REALM_ID}/query?query=select * from Customer`;

Customers List Response

{
  "output": {
    "QueryResponse": {
      "Customer": [
        {
          "Id": "1234",
          "DisplayName": "John A. Smith",
          "PrimaryEmailAddr": {
            "Address": "john.smith@example.com"
          },
          "Active": true
        },
        {
          "Id": "5678",
          "DisplayName": "Jane Doe",
          "PrimaryEmailAddr": {
            "Address": "jane.doe@example.com"
          },
          "Active": true
        }
      ],
      "startPosition": 1,
      "maxResults": 2,
      "totalCount": 2
    }
  }
}

Invoice Management

Create Invoice

// POST company/{REALM_ID}/invoice
{
  "Line": [
    {
      "Amount": 100.00,
      "DetailType": "SalesItemLineDetail",
      "SalesItemLineDetail": {
        "ItemRef": {
          "value": "1",
          "name": "Services"
        }
      }
    }
  ],
  "CustomerRef": {
    "value": "1234"
  },
  "BillEmail": {
    "Address": "john.smith@example.com"
  },
  "TxnDate": "2023-09-15"
}

Invoice Response

{
  "output": {
    "Invoice": {
      "Id": "9876",
      "SyncToken": "0",
      "Line": [
        {
          "Id": "1",
          "LineNum": 1,
          "Amount": 100.00,
          "DetailType": "SalesItemLineDetail",
          "SalesItemLineDetail": {
            "ItemRef": {
              "value": "1",
              "name": "Services"
            }
          }
        }
      ],
      "CustomerRef": {
        "value": "1234",
        "name": "John A. Smith"
      },
      "BillEmail": {
        "Address": "john.smith@example.com"
      },
      "TxnDate": "2023-09-15",
      "TotalAmt": 100.00,
      "Balance": 100.00,
      "MetaData": {
        "CreateTime": "2023-09-15T16:00:00Z",
        "LastUpdatedTime": "2023-09-15T16:00:00Z"
      }
    }
  }
}

Get Invoice

const url = QUICKBOOKS_URL + `company/${REALM_ID}/invoice/${INVOICE_ID}`;

Payment Processing

Create Payment

// POST company/{REALM_ID}/payment
{
  "CustomerRef": {
    "value": "1234"
  },
  "TotalAmt": 100.00,
  "Line": [
    {
      "Amount": 100.00,
      "LinkedTxn": [
        {
          "TxnId": "9876",
          "TxnType": "Invoice"
        }
      ]
    }
  ],
  "PaymentMethodRef": {
    "value": "3"
  },
  "TxnDate": "2023-09-16"
}

Payment Response

{
  "output": {
    "Payment": {
      "Id": "5432",
      "SyncToken": "0",
      "CustomerRef": {
        "value": "1234",
        "name": "John A. Smith"
      },
      "TotalAmt": 100.00,
      "Line": [
        {
          "Amount": 100.00,
          "LinkedTxn": [
            {
              "TxnId": "9876",
              "TxnType": "Invoice"
            }
          ]
        }
      ],
      "PaymentMethodRef": {
        "value": "3",
        "name": "Credit Card"
      },
      "TxnDate": "2023-09-16",
      "MetaData": {
        "CreateTime": "2023-09-16T10:00:00Z",
        "LastUpdatedTime": "2023-09-16T10:00:00Z"
      }
    }
  }
}

Vendor Management

Create Vendor

// POST company/{REALM_ID}/vendor
{
  "DisplayName": "Office Supplies Co.",
  "PrimaryEmailAddr": {
    "Address": "contact@officesupplies.com"
  },
  "PrimaryPhone": {
    "FreeFormNumber": "555-123-4567"
  },
  "BillAddr": {
    "Line1": "789 Supply St",
    "City": "Chicago",
    "CountrySubDivisionCode": "IL",
    "PostalCode": "60601",
    "Country": "US"
  }
}

Vendor Response

{
  "output": {
    "Vendor": {
      "Id": "2468",
      "SyncToken": "0",
      "DisplayName": "Office Supplies Co.",
      "PrimaryEmailAddr": {
        "Address": "contact@officesupplies.com"
      },
      "PrimaryPhone": {
        "FreeFormNumber": "555-123-4567"
      },
      "BillAddr": {
        "Id": "789",
        "Line1": "789 Supply St",
        "City": "Chicago",
        "CountrySubDivisionCode": "IL",
        "PostalCode": "60601",
        "Country": "US"
      },
      "Active": true,
      "MetaData": {
        "CreateTime": "2023-09-16T11:00:00Z",
        "LastUpdatedTime": "2023-09-16T11:00:00Z"
      }
    }
  }
}

Entity Properties

Common Fields

Id: Unique identifier
SyncToken: Version control token
DisplayName: Entity display name
Active: Active status
MetaData: Creation and update timestamps

Address Structure

{
  "Id": "567",
  "Line1": "123 Main Street",
  "Line2": "Suite 100",
  "City": "San Francisco",
  "CountrySubDivisionCode": "CA",
  "PostalCode": "94105",
  "Country": "US"
}

Contact Information

{
  "PrimaryEmailAddr": {
    "Address": "contact@example.com"
  },
  "PrimaryPhone": {
    "FreeFormNumber": "555-123-4567"
  },
  "Mobile": {
    "FreeFormNumber": "555-987-6543"
  }
}

Query Operations

Query Syntax

// Basic query
const query = "select * from Customer";

// Filtered query
const query = "select * from Customer where Active = true";

// Ordered query
const query = "select * from Invoice order by TxnDate desc";

// Limited query
const query = "select * from Customer maxresults 10";

Common Queries

// Active customers
"select * from Customer where Active = true"

// Recent invoices
"select * from Invoice where TxnDate > '2023-01-01'"

// Unpaid invoices
"select * from Invoice where Balance > 0"

// Vendors by name
"select * from Vendor where DisplayName like '%Office%'"

Connection Requirements

PinkConnect Setup

Uses PC_BASE_URL + v3/ endpoint
Requires QuickBooks connection ID
OAuth 2.0 authentication
Realm ID for company access

Authentication Headers

const headers = {
  'Authorization': `Bearer ${BEARER_TOKEN}`,
  'Content-Type': 'application/json',
  'Premium-Id': config.paragonIntegrations.pinkfishpremiumskills
};

Best Practices

Data Management
- Always include SyncToken for updates
- Validate required fields
- Handle sparse updates properly
- Use appropriate date formats
Error Handling
- Check for validation errors
- Handle authentication failures
- Implement retry logic
- Log important operations
Performance
- Use specific queries instead of broad selects
- Implement pagination for large datasets
- Cache frequently accessed data
- Monitor API rate limits
Security
- Protect authentication tokens
- Validate input data
- Use HTTPS connections
- Implement proper access controls

Common Use Cases

Automated Invoicing

/quickbooks create monthly recurring invoices for all active customers

Payment Tracking

/quickbooks record credit card payment for invoice and update status

Customer Onboarding

/quickbooks create new customer profile with complete contact details

Financial Reporting

/quickbooks generate accounts receivable report for this month

Error Handling

Common Issues

Invalid Realm ID
Missing SyncToken for updates
Validation errors
Authentication failures
Rate limit exceeded

Error Response

{
  "Fault": {
    "Error": [
      {
        "code": "ValidationFault",
        "Detail": "Required field DisplayName is missing",
        "element": "Customer"
      }
    ],
    "type": "ValidationFault"
  }
}

Data Validation

Required Fields

Customer: DisplayName
Invoice: CustomerRef, Line items
Payment: CustomerRef, TotalAmt
Vendor: DisplayName

Field Constraints

Email addresses must be valid format
Phone numbers should be properly formatted
Dates must be in YYYY-MM-DD format
Amounts must be numeric values

Integration Tips

Workflow Automation

Set up automated invoice generation
Implement payment reminders
Create customer onboarding flows
Automate financial reporting

Data Synchronization

Sync customer data with CRM
Update inventory from invoices
Reconcile payments automatically
Generate financial dashboards

Tips

Always include required headers for authentication
Use SyncToken for all update operations
Validate data formats before sending requests
Implement proper error handling for API failures
Cache entity IDs to improve performance
Use sparse updates to modify only changed fields
Monitor rate limits to avoid service interruptions

On this page

Basic Usage
Key Features
Customer Management
Invoice Operations
Financial Management
Example Commands
Customer Operations
Invoice Management
Payment Processing
Vendor Management
Company Information
Get Company Info
Company Response
Customer Management
Create Customer
Customer Response
Update Customer
List Customers
Customers List Response
Invoice Management
Create Invoice
Invoice Response
Get Invoice
Payment Processing
Create Payment
Payment Response
Vendor Management
Create Vendor
Vendor Response
Entity Properties
Common Fields
Address Structure
Contact Information
Query Operations
Query Syntax
Common Queries
Connection Requirements
PinkConnect Setup
Authentication Headers
Best Practices
Common Use Cases
Automated Invoicing
Payment Tracking
Customer Onboarding
Financial Reporting
Error Handling
Common Issues
Error Response
Data Validation
Required Fields
Field Constraints
Integration Tips
Workflow Automation
Data Synchronization
Tips

The /quickbooks command enables you to access and manage QuickBooks accounting data including customers, invoices, bills, payments, and financial reports. Perfect for:

Customer and vendor management
Invoice and billing operations
Payment processing
Financial reporting
Accounting automation

Basic Usage

Use the command to work with QuickBooks:

/quickbooks create new customer with contact information

/quickbooks generate invoice for customer services

/quickbooks record payment for outstanding invoice

Key Features

Customer Management

Create and update customers
Manage contact information
Customer relationship tracking
Payment history
Customer reporting

Invoice Operations

Create invoices
Track invoice status
Payment processing
Invoice templates
Automated billing

Financial Management

Payment recording
Vendor management
Bill processing
Financial reporting
Account management

Example Commands

Customer Operations

/quickbooks add new customer John Smith with billing address

Invoice Management

/quickbooks create invoice for customer with line items

Payment Processing

/quickbooks record payment for invoice #12345

Vendor Management

/quickbooks create new vendor for office supplies

Customer Management

Create Customer

// POST company/{REALM_ID}/customer
{
  "DisplayName": "John Smith",
  "PrimaryEmailAddr": {
    "Address": "john.smith@example.com"
  },
  "PrimaryPhone": {
    "FreeFormNumber": "555-555-5555"
  },
  "BillAddr": {
    "Line1": "123 Main Street",
    "City": "San Francisco",
    "CountrySubDivisionCode": "CA",
    "PostalCode": "94105",
    "Country": "US"
  }
}

Customer Response

{
  "output": {
    "Customer": {
      "Id": "1234",
      "SyncToken": "0",
      "DisplayName": "John Smith",
      "PrimaryEmailAddr": {
        "Address": "john.smith@example.com"
      },
      "PrimaryPhone": {
        "FreeFormNumber": "555-555-5555"
      },
      "BillAddr": {
        "Id": "567",
        "Line1": "123 Main Street",
        "City": "San Francisco",
        "CountrySubDivisionCode": "CA",
        "PostalCode": "94105",
        "Country": "US"
      },
      "Active": true,
      "MetaData": {
        "CreateTime": "2023-09-15T14:45:00Z",
        "LastUpdatedTime": "2023-09-15T14:45:00Z"
      }
    }
  }
}

Update Customer

{
  "Id": "1234",
  "SyncToken": "0",
  "DisplayName": "John A. Smith",
  "PrimaryEmailAddr": {
    "Address": "john.smith@example.com"
  },
  "BillAddr": {
    "Id": "567",
    "Line1": "456 Market Street",
    "City": "San Francisco",
    "CountrySubDivisionCode": "CA",
    "PostalCode": "94105",
    "Country": "US"
  },
  "sparse": true
}

List Customers

const url = QUICKBOOKS_URL + `company/${REALM_ID}/query?query=select * from Customer`;

Customers List Response

{
  "output": {
    "QueryResponse": {
      "Customer": [
        {
          "Id": "1234",
          "DisplayName": "John A. Smith",
          "PrimaryEmailAddr": {
            "Address": "john.smith@example.com"
          },
          "Active": true
        },
        {
          "Id": "5678",
          "DisplayName": "Jane Doe",
          "PrimaryEmailAddr": {
            "Address": "jane.doe@example.com"
          },
          "Active": true
        }
      ],
      "startPosition": 1,
      "maxResults": 2,
      "totalCount": 2
    }
  }
}

Invoice Management

Create Invoice

// POST company/{REALM_ID}/invoice
{
  "Line": [
    {
      "Amount": 100.00,
      "DetailType": "SalesItemLineDetail",
      "SalesItemLineDetail": {
        "ItemRef": {
          "value": "1",
          "name": "Services"
        }
      }
    }
  ],
  "CustomerRef": {
    "value": "1234"
  },
  "BillEmail": {
    "Address": "john.smith@example.com"
  },
  "TxnDate": "2023-09-15"
}

Invoice Response

{
  "output": {
    "Invoice": {
      "Id": "9876",
      "SyncToken": "0",
      "Line": [
        {
          "Id": "1",
          "LineNum": 1,
          "Amount": 100.00,
          "DetailType": "SalesItemLineDetail",
          "SalesItemLineDetail": {
            "ItemRef": {
              "value": "1",
              "name": "Services"
            }
          }
        }
      ],
      "CustomerRef": {
        "value": "1234",
        "name": "John A. Smith"
      },
      "BillEmail": {
        "Address": "john.smith@example.com"
      },
      "TxnDate": "2023-09-15",
      "TotalAmt": 100.00,
      "Balance": 100.00,
      "MetaData": {
        "CreateTime": "2023-09-15T16:00:00Z",
        "LastUpdatedTime": "2023-09-15T16:00:00Z"
      }
    }
  }
}

Get Invoice

const url = QUICKBOOKS_URL + `company/${REALM_ID}/invoice/${INVOICE_ID}`;

Payment Processing

Create Payment

// POST company/{REALM_ID}/payment
{
  "CustomerRef": {
    "value": "1234"
  },
  "TotalAmt": 100.00,
  "Line": [
    {
      "Amount": 100.00,
      "LinkedTxn": [
        {
          "TxnId": "9876",
          "TxnType": "Invoice"
        }
      ]
    }
  ],
  "PaymentMethodRef": {
    "value": "3"
  },
  "TxnDate": "2023-09-16"
}

Payment Response

{
  "output": {
    "Payment": {
      "Id": "5432",
      "SyncToken": "0",
      "CustomerRef": {
        "value": "1234",
        "name": "John A. Smith"
      },
      "TotalAmt": 100.00,
      "Line": [
        {
          "Amount": 100.00,
          "LinkedTxn": [
            {
              "TxnId": "9876",
              "TxnType": "Invoice"
            }
          ]
        }
      ],
      "PaymentMethodRef": {
        "value": "3",
        "name": "Credit Card"
      },
      "TxnDate": "2023-09-16",
      "MetaData": {
        "CreateTime": "2023-09-16T10:00:00Z",
        "LastUpdatedTime": "2023-09-16T10:00:00Z"
      }
    }
  }
}

Vendor Management

Create Vendor

// POST company/{REALM_ID}/vendor
{
  "DisplayName": "Office Supplies Co.",
  "PrimaryEmailAddr": {
    "Address": "contact@officesupplies.com"
  },
  "PrimaryPhone": {
    "FreeFormNumber": "555-123-4567"
  },
  "BillAddr": {
    "Line1": "789 Supply St",
    "City": "Chicago",
    "CountrySubDivisionCode": "IL",
    "PostalCode": "60601",
    "Country": "US"
  }
}

Vendor Response

{
  "output": {
    "Vendor": {
      "Id": "2468",
      "SyncToken": "0",
      "DisplayName": "Office Supplies Co.",
      "PrimaryEmailAddr": {
        "Address": "contact@officesupplies.com"
      },
      "PrimaryPhone": {
        "FreeFormNumber": "555-123-4567"
      },
      "BillAddr": {
        "Id": "789",
        "Line1": "789 Supply St",
        "City": "Chicago",
        "CountrySubDivisionCode": "IL",
        "PostalCode": "60601",
        "Country": "US"
      },
      "Active": true,
      "MetaData": {
        "CreateTime": "2023-09-16T11:00:00Z",
        "LastUpdatedTime": "2023-09-16T11:00:00Z"
      }
    }
  }
}

Entity Properties

Common Fields

Id: Unique identifier
SyncToken: Version control token
DisplayName: Entity display name
Active: Active status
MetaData: Creation and update timestamps

Address Structure

{
  "Id": "567",
  "Line1": "123 Main Street",
  "Line2": "Suite 100",
  "City": "San Francisco",
  "CountrySubDivisionCode": "CA",
  "PostalCode": "94105",
  "Country": "US"
}

Contact Information

{
  "PrimaryEmailAddr": {
    "Address": "contact@example.com"
  },
  "PrimaryPhone": {
    "FreeFormNumber": "555-123-4567"
  },
  "Mobile": {
    "FreeFormNumber": "555-987-6543"
  }
}

Query Operations

Query Syntax

// Basic query
const query = "select * from Customer";

// Filtered query
const query = "select * from Customer where Active = true";

// Ordered query
const query = "select * from Invoice order by TxnDate desc";

// Limited query
const query = "select * from Customer maxresults 10";

Common Queries

// Active customers
"select * from Customer where Active = true"

// Recent invoices
"select * from Invoice where TxnDate > '2023-01-01'"

// Unpaid invoices
"select * from Invoice where Balance > 0"

// Vendors by name
"select * from Vendor where DisplayName like '%Office%'"

Connection Requirements

PinkConnect Setup

Uses PC_BASE_URL + v3/ endpoint
Requires QuickBooks connection ID
OAuth 2.0 authentication
Realm ID for company access

Authentication Headers

const headers = {
  'Authorization': `Bearer ${BEARER_TOKEN}`,
  'Content-Type': 'application/json',
  'Premium-Id': config.paragonIntegrations.pinkfishpremiumskills
};

Best Practices

Data Management
- Always include SyncToken for updates
- Validate required fields
- Handle sparse updates properly
- Use appropriate date formats
Error Handling
- Check for validation errors
- Handle authentication failures
- Implement retry logic
- Log important operations
Performance
- Use specific queries instead of broad selects
- Implement pagination for large datasets
- Cache frequently accessed data
- Monitor API rate limits
Security
- Protect authentication tokens
- Validate input data
- Use HTTPS connections
- Implement proper access controls

Common Use Cases

Automated Invoicing

/quickbooks create monthly recurring invoices for all active customers

Payment Tracking

/quickbooks record credit card payment for invoice and update status

Customer Onboarding

/quickbooks create new customer profile with complete contact details

Financial Reporting

/quickbooks generate accounts receivable report for this month

Error Handling

Common Issues

Invalid Realm ID
Missing SyncToken for updates
Validation errors
Authentication failures
Rate limit exceeded

Error Response

{
  "Fault": {
    "Error": [
      {
        "code": "ValidationFault",
        "Detail": "Required field DisplayName is missing",
        "element": "Customer"
      }
    ],
    "type": "ValidationFault"
  }
}

Data Validation

Required Fields

Customer: DisplayName
Invoice: CustomerRef, Line items
Payment: CustomerRef, TotalAmt
Vendor: DisplayName

Field Constraints

Email addresses must be valid format
Phone numbers should be properly formatted
Dates must be in YYYY-MM-DD format
Amounts must be numeric values

Integration Tips

Workflow Automation

Set up automated invoice generation
Implement payment reminders
Create customer onboarding flows
Automate financial reporting

Data Synchronization

Sync customer data with CRM
Update inventory from invoices
Reconcile payments automatically
Generate financial dashboards

Tips

Always include required headers for authentication
Use SyncToken for all update operations
Validate data formats before sending requests
Implement proper error handling for API failures
Cache entity IDs to improve performance
Use sparse updates to modify only changed fields
Monitor rate limits to avoid service interruptions

On this page

Basic Usage
Key Features
Customer Management
Invoice Operations
Financial Management
Example Commands
Customer Operations
Invoice Management
Payment Processing
Vendor Management
Company Information
Get Company Info
Company Response
Customer Management
Create Customer
Customer Response
Update Customer
List Customers
Customers List Response
Invoice Management
Create Invoice
Invoice Response
Get Invoice
Payment Processing
Create Payment
Payment Response
Vendor Management
Create Vendor
Vendor Response
Entity Properties
Common Fields
Address Structure
Contact Information
Query Operations
Query Syntax
Common Queries
Connection Requirements
PinkConnect Setup
Authentication Headers
Best Practices
Common Use Cases
Automated Invoicing
Payment Tracking
Customer Onboarding
Financial Reporting
Error Handling
Common Issues
Error Response
Data Validation
Required Fields
Field Constraints
Integration Tips
Workflow Automation
Data Synchronization
Tips

​Basic Usage

​Key Features

​Customer Management

​Invoice Operations

​Financial Management

​Example Commands

​Customer Operations

​Invoice Management

​Payment Processing

​Vendor Management

​Company Information

​Get Company Info

​Company Response

​Customer Management

​Create Customer

​Customer Response

​Update Customer

​List Customers

​Customers List Response

​Invoice Management

​Create Invoice

​Invoice Response

​Get Invoice

​Payment Processing

​Create Payment

​Payment Response

​Vendor Management

​Create Vendor

​Vendor Response

​Entity Properties

​Common Fields

​Address Structure

​Contact Information

​Query Operations

​Query Syntax

​Common Queries

​Connection Requirements

​PinkConnect Setup

​Authentication Headers

​Best Practices

​Common Use Cases

​Automated Invoicing

​Payment Tracking

​Customer Onboarding

​Financial Reporting

​Error Handling

​Common Issues

​Error Response

​Data Validation

​Required Fields

​Field Constraints

​Integration Tips

​Workflow Automation

​Data Synchronization

​Tips

API Documentation

​Basic Usage

​Key Features

​Customer Management

​Invoice Operations

​Financial Management

​Example Commands

​Customer Operations

​Invoice Management

​Payment Processing

​Vendor Management

​Company Information

​Get Company Info

​Company Response

​Customer Management

​Create Customer

​Customer Response

​Update Customer

​List Customers

​Customers List Response

​Invoice Management

​Create Invoice

​Invoice Response

​Get Invoice

​Payment Processing

Basic Usage

Key Features

Customer Management

Invoice Operations

Financial Management

Example Commands

Customer Operations

Invoice Management

Payment Processing

Vendor Management

Company Information

Get Company Info

Company Response

Customer Management

Create Customer

Customer Response

Update Customer

List Customers

Customers List Response

Invoice Management

Create Invoice

Invoice Response

Get Invoice

Payment Processing

Create Payment

Payment Response

Vendor Management

Create Vendor

Vendor Response

Entity Properties

Common Fields

Address Structure

Contact Information

Query Operations

Query Syntax

Common Queries

Connection Requirements

PinkConnect Setup

Authentication Headers

Best Practices

Common Use Cases

Automated Invoicing

Payment Tracking

Customer Onboarding

Financial Reporting

Error Handling

Common Issues

Error Response

Data Validation

Required Fields

Field Constraints

Integration Tips

Workflow Automation

Data Synchronization

Tips

Basic Usage

Key Features

Customer Management

Invoice Operations

Financial Management

Example Commands

Customer Operations

Invoice Management

Payment Processing

Vendor Management

Company Information

Get Company Info

Company Response

Customer Management

Create Customer

Customer Response

Update Customer

List Customers

Customers List Response

Invoice Management

Create Invoice

Invoice Response

Get Invoice

Payment Processing

Create Payment