POST
/
quickbooks-desktop
/
estimates
import Conductor from 'conductor-node';

const client = new Conductor({
  apiKey: process.env['CONDUCTOR_SECRET_KEY'], // This is the default and can be omitted
});

async function main() {
  const estimate = await client.qbd.estimates.create({
    customerId: '80000001-1234567890',
    transactionDate: '2021-10-01',
    conductorEndUserId: 'end_usr_1234567abcdefg',
  });

  console.log(estimate.id);
}

main();
{
  "id": "123ABC-1234567890",
  "objectType": "qbd_estimate",
  "createdAt": "2021-10-01T17:34:56.000Z",
  "updatedAt": "2021-10-01T20:45:30.000Z",
  "revisionNumber": "1721172183",
  "customer": {
    "id": "80000001-1234567890",
    "fullName": "Acme Corporation"
  },
  "class": {
    "id": "80000001-1234567890",
    "fullName": "Web Development"
  },
  "documentTemplate": {
    "id": "80000001-1234567890",
    "fullName": "Estimate Template"
  },
  "transactionDate": "2021-10-01",
  "refNumber": "EST-1234",
  "billingAddress": {
    "line1": "Conductor Labs Inc.",
    "line2": "540 Market St.",
    "line3": "Suite 100",
    "line4": "",
    "line5": "",
    "city": "San Francisco",
    "state": "CA",
    "postalCode": "94110",
    "country": "United States",
    "note": "Conductor HQ"
  },
  "shippingAddress": {
    "line1": "Conductor Labs Inc.",
    "line2": "540 Market St.",
    "line3": "Suite 100",
    "line4": "",
    "line5": "",
    "city": "San Francisco",
    "state": "CA",
    "postalCode": "94110",
    "country": "United States",
    "note": "Conductor HQ"
  },
  "isActive": true,
  "purchaseOrderNumber": "PO-1234",
  "terms": {
    "id": "80000001-1234567890",
    "fullName": "Net 30"
  },
  "dueDate": "2021-10-31",
  "salesRepresentative": {
    "id": "80000001-1234567890",
    "fullName": "Jane Doe"
  },
  "shipmentOrigin": "San Francisco, CA",
  "subtotal": "1000.00",
  "salesTaxItem": {
    "id": "80000001-1234567890",
    "fullName": "State Sales Tax"
  },
  "salesTaxPercentage": "0.07",
  "salesTaxTotal": "10.00",
  "totalAmount": "1000.00",
  "currency": {
    "id": "80000001-1234567890",
    "fullName": "USD"
  },
  "exchangeRate": 1.2345,
  "totalAmountInHomeCurrency": "1234.56",
  "memo": "Proposal for website redesign",
  "customerMessage": {
    "id": "80000001-1234567890",
    "fullName": "Thank you for your business!"
  },
  "isQueuedForEmail": true,
  "salesTaxCode": {
    "id": "80000001-1234567890",
    "fullName": "Non"
  },
  "otherCustomField": "Special handling required",
  "externalId": "12345678-abcd-1234-abcd-1234567890ab",
  "linkedTransactions": [
    {
      "id": "123ABC-1234567890",
      "objectType": "qbd_linked_transaction",
      "transactionType": "invoice",
      "transactionDate": "2021-10-01",
      "refNumber": "LINK-1234",
      "linkType": "amount",
      "amount": "1000.00"
    }
  ],
  "lines": [
    {
      "id": "456DEF-1234567890",
      "objectType": "qbd_estimate_line",
      "item": {
        "id": "80000001-1234567890",
        "fullName": "Widget A"
      },
      "description": "Graphic illustrations for website redesign",
      "quantity": 5,
      "unitOfMeasure": "Each",
      "overrideUnitOfMeasureSet": {
        "id": "80000001-1234567890",
        "fullName": "Volume Units"
      },
      "rate": "10.00",
      "ratePercent": "10.5",
      "class": {
        "id": "80000001-1234567890",
        "fullName": "Web Development"
      },
      "amount": "1000.00",
      "inventorySite": {
        "id": "80000001-1234567890",
        "fullName": "Main Warehouse"
      },
      "inventorySiteLocation": {
        "id": "80000001-1234567890",
        "fullName": "Aisle 3, Shelf B"
      },
      "salesTaxCode": {
        "id": "80000001-1234567890",
        "fullName": "Non"
      },
      "markupRate": "0.2",
      "markupRatePercent": "20.0",
      "otherCustomField1": "Special handling required",
      "otherCustomField2": "Always ship with a spare",
      "customFields": [
        {
          "ownerId": "0",
          "name": "Customer Rating",
          "type": "string_1024_type",
          "value": "Premium"
        }
      ]
    }
  ],
  "lineGroups": [
    {
      "id": "456DEF-1234567890",
      "objectType": "qbd_estimate_line_group",
      "itemGroup": {
        "id": "80000001-1234567890",
        "fullName": "Office Supplies Bundle"
      },
      "description": "Standard widget bulk package",
      "quantity": 5,
      "unitOfMeasure": "Each",
      "overrideUnitOfMeasureSet": {
        "id": "80000001-1234567890",
        "fullName": "Volume Units"
      },
      "shouldPrintItemsInGroup": true,
      "totalAmount": "1000.00",
      "lines": [
        {
          "id": "456DEF-1234567890",
          "objectType": "qbd_estimate_line",
          "item": {
            "id": "80000001-1234567890",
            "fullName": "Widget A"
          },
          "description": "Graphic illustrations for website redesign",
          "quantity": 5,
          "unitOfMeasure": "Each",
          "overrideUnitOfMeasureSet": {
            "id": "80000001-1234567890",
            "fullName": "Volume Units"
          },
          "rate": "10.00",
          "ratePercent": "10.5",
          "class": {
            "id": "80000001-1234567890",
            "fullName": "Web Development"
          },
          "amount": "1000.00",
          "inventorySite": {
            "id": "80000001-1234567890",
            "fullName": "Main Warehouse"
          },
          "inventorySiteLocation": {
            "id": "80000001-1234567890",
            "fullName": "Aisle 3, Shelf B"
          },
          "salesTaxCode": {
            "id": "80000001-1234567890",
            "fullName": "Non"
          },
          "markupRate": "0.2",
          "markupRatePercent": "20.0",
          "otherCustomField1": "Special handling required",
          "otherCustomField2": "Always ship with a spare",
          "customFields": [
            {
              "ownerId": "0",
              "name": "Customer Rating",
              "type": "string_1024_type",
              "value": "Premium"
            }
          ]
        }
      ],
      "customFields": [
        {
          "ownerId": "0",
          "name": "Customer Rating",
          "type": "string_1024_type",
          "value": "Premium"
        }
      ]
    }
  ],
  "customFields": [
    {
      "ownerId": "0",
      "name": "Customer Rating",
      "type": "string_1024_type",
      "value": "Premium"
    }
  ]
}

Authorizations

Authorization
string
header
required

Your Conductor secret key using Bearer auth (e.g., "Authorization: Bearer {{YOUR_SECRET_KEY}}").

Headers

Conductor-End-User-Id
string
required

The ID of the EndUser to receive this request (e.g., "Conductor-End-User-Id: {{END_USER_ID}}").

Example:

"end_usr_1234567abcdefg"

Body

application/json

Response

200 - application/json
Returns the newly created estimate.

The response is of type object.