Linking an Estimate to an Invoice via QuickBooks API

Tonton Bekbek · ‎December 09, 2024

Hi everyone,

I'm currently working with the QuickBooks Online API and facing issues linking an existing invoice to an estimate or create an invoice directly linked to an estimate. I understand this should be done using the LinkedTxn field, but I’m unsure of the exact API request format as their is no error message returned but the field LinkedTxn is empty.

I already contacted QuickBooks support, but their suggested solution didn’t work. (I can provide the exchange if needed)

Could someone please provide a complete example of the API calls (JSON request bodies) for:

1.Creating an invoice linked to an existing estimate.
2.Updating an existing invoice to link it to an estimate.

Including the required headers, endpoints, and a typical request payload would be extremely helpful. I’m also curious about any specific permissions needed for this operation to work properly.

Thanks in advance!

Best,
Sami [Last name removed by a moderator]

Kevin_C · ‎December 09, 2024

Thank you for visiting the QuickBooks Community today, Sami. Allow me to route you to the most suitable support team that can assist you in acquiring the specific API you need to complete your ongoing task.

While the Community provides valuable insights and troubleshooting solutions for a variety of inquiries, there are specific details that only our Intuit Developers can address regarding your particular concern.

We also have a dedicated forum where you can engage with fellow developers, product experts, and software engineers. This is an excellent space to discuss software-related topics, QuickBooks API issues, and questions about developer licenses. I encourage you to post your inquiry in our Intuit Developer Community, where you will find the tools and resources necessary to help resolve your concerns.

Here's how:

In your browser, enter this link: https://help.developer.intuit.com/s/
Choose your QuickBooks product.
Select the Ask a Question option.
Press Sign In.
Use your Intuit login credentials.

Additionally, we've got these articles to help you review the recorded sales transactions and how to personalize your sales forms inside the program:

Feel free to reply or start a new thread if you have any other QuickBooks-related questions. It’s always a pleasure to assist you. Have a wonderful day!

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Linking an Estimate to an Invoice via QuickBooks API

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