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CharlieGalle
Level 1

Change the class of a item from Integromat

Hi all,

 

Im currently working on a project using Quickbooks and Integromat, the thing I want to do is :

 

From the Quickbooks module of Integromat, i want to create a item and give it a class, or update the class of a existing item. BUT: on the "Create a Item" and "Update a Item" Quickbooks modules of Integromat, there is no field to choose the class you want the item to be linked to.

 

The only solution i found is to create the item without giving it a class, and  using the "Make a API call" Quickbooks module to make a "full update a item" where i can use the "ClassRef" to give the item a class. Doing so I get an error with the Taxcode: the TaxeCodeID and the TaxeCodeName do not match, even if they are supposed to match and so i dont know why i have this error.

 

Here is the part of the API call about TaxeCode :

 

"TaxClassificationRef": {

"value": "9",

"name": "20 % TVA FR"

},

 

And I confirm than the id 9 and the name "20 % TVA FR" match and are correct, so i dont understand why it doesn't match.

My question is : From Integromat do we have a method to simply create a item and give it a class in the same time, or update it for give it a class (because the class is the only thing i want to change on the item, nothing else), or if its only possible with the "full update a item" method, how can i resolve this error of Tax code matching ?

 

Thanks in advance everyone !

3 Comments 3
Giovann_G
Moderator

Change the class of a item from Integromat

Thanks for reaching out to us, Charlie.

 

You can use the class feature in QuickBooks Online to get deeper insights into your sales, expenses, or profitability for each part of your business. Once it's turned on your can easily assign classes to each item or transaction.

 

If you want to create or update an existing item and assign a class to it in QuickBooks Online, make sure the class feature is enabled. I'll show you how.

 

  1. Go to Settings ⚙ and select Account and Settings.
  2. Click Advanced, then select the Categories section to edit.
  3. Select the Track classes radio button.
  4. Checkmark the Warn me when a transaction isn't assigned a class. This is optional.
  5. Under Assign classes, choose either One to entire transaction or One to each row in transaction.
  6. Hit Save, then Done.

 

After that, you can create and set up a class list to assign classes to your items or transactions.

 

If you wanted to create or update an item and assign classes to it through Integromat, I suggest reaching out to their support team. They're familiar with the software and they'll walk you through the steps.

 

On the other hand, I encourage you to visit our Intuit Developer's website for additional help with the error you receive when attempting to use the Make an API call option when assigning classes to your item. You can submit your questions by logging in or creating a new account from there. After that, someone from the developer's team will respond to any questions or concerns you may have.

 

I'm also including this helpful article for setting up and tracking the item in QuickBooks Online for future reference: Add product and service items to QuickBooks Online.

 

Please let me know by adding any details below if you need further assistance in QuickBooks. I'll be around to help you.

CharlieGalle
Level 1

Change the class of a item from Integromat

Hi Giovann, thanks for the answer !

 

I checked my Quickbooks settings and these class options are already set on "on", and so i repost this topic on the intuit developper forum thanks to your advise ! Thanks for all !

Candice C
QuickBooks Team

Change the class of a item from Integromat

Good morning, @CharlieGalle

 

Thanks for coming back to the Community with some additional information about your issue. 

 

Yes, visiting our Intuit Developer's page for more assistance is the best route if the setting is already on. 

 

Please, let us know when you get a reply and how it goes. It's my priority that your issue gets resolved. Have a wonderful day! 

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