Quickbooks UI

Duff made this app to do things to a Quickbooks files without using the craptastic Quickbooks Interface.

How to use the Quickbooks UI

Tip

Make sure you make a backup copy of the Quickbooks Company File before you begin

• To use the Quickbooks UI you must first be logged in as an Administrator and be in Multi-User Mode, then transfer the Quickbooks UI and its XML file to the customer's computer.
• Once you open QB UI - hit the 'browse' button next to 'XML Definition' and navigate to where you put the XML file, then select the XML file (qbxmlops70.xml)
• Then hit the 'browse' button next to 'Quickbooks File' and navigate to where the customer's Quickbooks Company file is and select it (the location of this file can be found by using ITrack's Quickbooks Tools Extention)

Request Mode

• Make sure the "single request" option button is selected so that you are in 'Request Mode'
• In the drop down menu there should be a list of different things that you can select.
  • InvoiceQueryRq will give you information about Invoices in Quickbooks
  • CustomerQueryRq will give you info about Customers in QB
  • etc
• Select the appropriate item from the drop down list and the options area will populate with options like 'Modified Date Range', 'From Modified Date', 'To Modified Date', etc.
• Click on the 'Invert All' button to deselect all of the options, select the options that you want to query, then fill in the value fields.
  • For example, put '2009-01-01' in the 'From Modified Date' field and '2010-01-01' in the 'To Modified Date' field
  • In QB UI, dates must be in the format 'yyyy-mm-dd' and when searching for a date range you must have 3 options checked: Modified Date Range, From Modified Date, and To Modified Date
• Now click on the 'Send to QB' button. This will send a query to Quickbooks and populate the results area of the Quickbooks UI.

Respond Mode

• Click on the 'Respond to Checked Items' radiobutton to switch to 'Respond Mode'
• Let's say that we mistakenly pushed an invoice to quickbooks that we didn't want to. You will need to select 'TnxDelRq' from the drop down menu and enter in the following values:
  • TxnDelType: Invoice (if you want to delete an invoice)
  • TxnID: {?txnID} (a parameter that will make the XML work)
• Check all of the invoices in the results area that you want to delete and hit the 'Send to QB' button.

Tip

If you get an IDispatch Error #512 that means something went wrong with the xml. You probably typed something in wrong (wrong place, wrong format, misspelled, etc)