> ## Documentation Index > Fetch the complete documentation index at: https://docs.conductor.is/llms.txt > Use this file to discover all available pages before exploring further. # Create a sales receipt > Creates a sales receipt for a sale paid in full. If you include credit card transaction details, QuickBooks requires the payment method to reference a credit card type and automatically deposits the funds to Undeposited Funds rather than a specific bank account. ## OpenAPI ````yaml POST /quickbooks-desktop/sales-receipts openapi: 3.1.0 info: title: Conductor API version: 0.0.1 servers: - url: https://api.conductor.is/v1 security: - BearerAuth: [] paths: /quickbooks-desktop/sales-receipts: post: summary: Create a sales receipt description: >- Creates a sales receipt for a sale paid in full. If you include credit card transaction details, QuickBooks requires the payment method to reference a credit card type and automatically deposits the funds to Undeposited Funds rather than a specific bank account. parameters: - in: header name: Conductor-End-User-Id schema: type: string description: The ID of the End-User to receive this request. example: end_usr_1234567abcdefg x-stainless-naming: typescript: method_argument: conductorEndUserId mcp: method_argument: conductorEndUserId required: true description: The ID of the End-User to receive this request. requestBody: required: true content: application/json: schema: type: object properties: customerId: description: >- The customer or customer-job to which the payment for this sales receipt is credited. example: 80000001-1234567890 type: string maxLength: 36 classId: description: >- The sales receipt's class. Classes can be used to categorize objects into meaningful segments, such as department, location, or type of work. In QuickBooks, class tracking is off by default. A class defined here is automatically used in this sales receipt's line items unless overridden at the line item level. example: 80000001-1234567890 type: string maxLength: 36 documentTemplateId: description: >- The predefined template in QuickBooks that determines the layout and formatting for this sales receipt when printed or displayed. example: 80000001-1234567890 type: string maxLength: 36 transactionDate: type: string format: date description: >- The date of this sales receipt, in ISO 8601 format (YYYY-MM-DD). example: '2024-10-01' refNumber: description: >- The case-sensitive user-defined reference number for this sales receipt, which can be used to identify the transaction in QuickBooks. This value is not required to be unique and can be arbitrarily changed by the QuickBooks user. When left blank in this create request, this field will be left blank in QuickBooks (i.e., it does *not* auto-increment). Maximum length: 11 characters. example: RECEIPT-1234 type: string maxLength: 11 billingAddress: description: The sales receipt's billing address. type: object properties: line1: description: >- The first line of the address (e.g., street, PO Box, or company name). Maximum length: 41 characters. example: Conductor Labs Inc. type: string maxLength: 41 line2: description: >- The second line of the address, if needed (e.g., apartment, suite, unit, or building). Maximum length: 41 characters. example: 540 Market St. type: string maxLength: 41 line3: description: |- The third line of the address, if needed. Maximum length: 41 characters. example: Suite 100 type: string maxLength: 41 line4: description: |- The fourth line of the address, if needed. Maximum length: 41 characters. example: '' type: string maxLength: 41 line5: description: |- The fifth line of the address, if needed. Maximum length: 41 characters. example: '' type: string maxLength: 41 city: description: >- The city, district, suburb, town, or village name of the address. Maximum length: 31 characters. example: San Francisco type: string maxLength: 31 state: description: >- The state, county, province, or region name of the address. Maximum length: 21 characters. example: CA type: string maxLength: 21 postalCode: description: |- The postal code or ZIP code of the address. Maximum length: 13 characters. example: '94110' type: string maxLength: 13 country: description: The country name of the address. example: United States type: string note: description: >- A note written at the bottom of the address in the form in which it appears, such as the invoice form. example: Conductor HQ type: string additionalProperties: false shippingAddress: description: The sales receipt's shipping address. type: object properties: line1: description: >- The first line of the address (e.g., street, PO Box, or company name). Maximum length: 41 characters. example: Conductor Labs Inc. type: string maxLength: 41 line2: description: >- The second line of the address, if needed (e.g., apartment, suite, unit, or building). Maximum length: 41 characters. example: 540 Market St. type: string maxLength: 41 line3: description: |- The third line of the address, if needed. Maximum length: 41 characters. example: Suite 100 type: string maxLength: 41 line4: description: |- The fourth line of the address, if needed. Maximum length: 41 characters. example: '' type: string maxLength: 41 line5: description: |- The fifth line of the address, if needed. Maximum length: 41 characters. example: '' type: string maxLength: 41 city: description: >- The city, district, suburb, town, or village name of the address. Maximum length: 31 characters. example: San Francisco type: string maxLength: 31 state: description: >- The state, county, province, or region name of the address. Maximum length: 21 characters. example: CA type: string maxLength: 21 postalCode: description: |- The postal code or ZIP code of the address. Maximum length: 13 characters. example: '94110' type: string maxLength: 13 country: description: The country name of the address. example: United States type: string note: description: >- A note written at the bottom of the address in the form in which it appears, such as the invoice form. example: Conductor HQ type: string additionalProperties: false isPending: description: Indicates whether this sales receipt has not been completed. example: false type: boolean checkNumber: description: The check number of a check received for this sales receipt. example: '1234567890' type: string paymentMethodId: description: >- The sales receipt's payment method (e.g., cash, check, credit card). **NOTE**: If this sales receipt contains credit card transaction data supplied from QuickBooks Merchant Services (QBMS) transaction responses, you must specify a credit card payment method (e.g., "Visa", "MasterCard", etc.). example: 80000001-1234567890 type: string maxLength: 36 dueDate: description: >- The date by which this sales receipt must be paid, in ISO 8601 format (YYYY-MM-DD). **NOTE**: For sales receipts, this field is often `null` because sales receipts are generally used for point-of-sale payments, where full payment is received at the time of purchase. example: '2024-10-31' type: string format: date salesRepresentativeId: description: >- The sales receipt's sales representative. Sales representatives can be employees, vendors, or other names in QuickBooks. example: 80000001-1234567890 type: string maxLength: 36 shippingDate: description: >- The date when the products or services for this sales receipt were shipped or are expected to be shipped, in ISO 8601 format (YYYY-MM-DD). example: '2024-10-01' type: string format: date shippingMethodId: description: >- The shipping method used for this sales receipt, such as standard mail or overnight delivery. example: 80000001-1234567890 type: string maxLength: 36 shipmentOrigin: description: >- The origin location from where the product associated with this sales receipt is shipped. This is the point at which ownership and liability for goods transfer from seller to buyer. Internally, QuickBooks uses the term "FOB" for this field, which stands for "freight on board". This field is informational and has no accounting implications. Maximum length: 13 characters. example: San Francisco, CA type: string maxLength: 13 salesTaxItemId: description: >- The sales-tax item used to calculate the actual tax amount for this sales receipt's transactions by applying a specific tax rate collected for a single tax agency. Unlike `salesTaxCode`, which only indicates general taxability, this field drives the actual tax calculation and reporting. For sales receipts, while using this field to specify a single tax item/group that applies uniformly is recommended, complex tax scenarios may require alternative approaches. In such cases, you can set this field to a 0% tax item (conventionally named "Tax Calculated On Invoice") and handle tax calculations through line items instead. When using line items for taxes, note that only individual tax items (not tax groups) can be used, subtotals can help apply a tax to multiple items but only the first tax line after a subtotal is calculated automatically (subsequent tax lines require manual amounts), and the rate column will always display the actual tax amount rather than the rate percentage. example: 80000001-1234567890 type: string maxLength: 36 memo: description: >- A memo or note for this sales receipt that appears in reports, but not on the sales receipt. example: Payment received at store location - cash type: string customerMessageId: description: The message to display to the customer on the sales receipt. example: 80000001-1234567890 type: string maxLength: 36 isQueuedForPrint: type: boolean description: >- Indicates whether this sales receipt is included in the queue of documents for QuickBooks to print. example: true isQueuedForEmail: description: >- Indicates whether this sales receipt is included in the queue of documents for QuickBooks to email to the customer. example: true type: boolean salesTaxCodeId: description: >- The sales-tax code for this sales receipt, determining whether it is taxable or non-taxable. This can be overridden at the transaction-line level. Default codes include "Non" (non-taxable) and "Tax" (taxable), but custom codes can also be created in QuickBooks Desktop. If QuickBooks Desktop is not set up to charge sales tax (via the "Do You Charge Sales Tax?" preference), it assigns the default non-taxable sales-tax code configured in the company file to all sales. example: 80000001-1234567890 type: string maxLength: 36 depositToAccountId: description: >- The account where the funds for this sales receipt will be or have been deposited. example: 80000001-1234567890 type: string maxLength: 36 creditCardTransaction: description: >- The credit card transaction data for this sales receipt's payment when using QuickBooks Merchant Services (QBMS). If specifying this field, you must also specify the `paymentMethod` field. type: object properties: request: description: >- The transaction request data originally supplied for this credit card transaction when using QuickBooks Merchant Services (QBMS). type: object properties: number: type: string description: >- The credit card number. Must be masked with lower case "x" and no dashes. example: xxxxxxxxxxxx1234 expirationMonth: type: number description: The month when the credit card expires. example: 12 expirationYear: type: number description: The year when the credit card expires. example: 2024 name: type: string description: The cardholder's name on the card. example: John Doe address: description: The card's billing address. example: 1234 Main St, Anytown, USA, 12345 type: string postalCode: description: The card's billing address ZIP or postal code. example: '12345' type: string commercialCardCode: description: >- The commercial card code identifies the type of business credit card being used (purchase, corporate, or business) for Visa and Mastercard transactions only. When provided, this code may qualify the transaction for lower processing fees compared to the standard rates that apply when no code is specified. example: corporate type: string transactionMode: description: >- Indicates whether this credit card transaction came from a card swipe (`card_present`) or not (`card_not_present`). example: card_not_present type: string enum: - card_not_present - card_present default: card_not_present transactionType: description: >- The QBMS transaction type from which the current transaction data originated. example: charge type: string enum: - authorization - capture - charge - refund - voice_authorization required: - number - expirationMonth - expirationYear - name additionalProperties: false response: description: >- The transaction response data for this credit card transaction when using QuickBooks Merchant Services (QBMS). type: object properties: statusCode: type: number description: >- The status code returned in the original QBMS transaction response for this credit card transaction. example: 0 statusMessage: type: string description: >- The status message returned in the original QBMS transaction response for this credit card transaction. example: Success creditCardTransactionId: type: string description: >- The ID returned from the credit card processor for this credit card transaction. example: '1234567890' merchantAccountNumber: type: string description: >- The QBMS account number of the merchant who is running this transaction using the customer's credit card. example: '1234567890' authorizationCode: description: >- The authorization code returned from the credit card processor to indicate that this charge will be paid by the card issuer. example: '1234567890' type: string avsStreetStatus: description: >- Indicates whether the street address supplied in the transaction request matches the customer's address on file at the card issuer. example: pass type: string enum: - fail - not_available - pass avsZipStatus: description: >- Indicates whether the customer postal ZIP code supplied in the transaction request matches the customer's postal code recognized at the card issuer. example: pass type: string enum: - fail - not_available - pass cardSecurityCodeMatch: description: >- Indicates whether the card security code supplied in the transaction request matches the card security code recognized for that credit card number at the card issuer. example: pass type: string enum: - fail - not_available - pass reconBatchId: description: >- An internal ID returned by QuickBooks Merchant Services (QBMS) from the transaction request, needed for the QuickBooks reconciliation feature. example: '1234567890' type: string paymentGroupingCode: description: >- An internal code returned by QuickBooks Merchant Services (QBMS) from the transaction request, needed for the QuickBooks reconciliation feature. example: 2 type: number paymentStatus: type: string enum: - completed - unknown description: >- Indicates whether this credit card transaction is known to have been successfully processed by the card issuer. example: completed transactionAuthorizedAt: type: string description: >- The date and time when the credit card processor authorized this credit card transaction. example: '2024-01-01T12:34:56.000Z' transactionAuthorizationStamp: description: >- An internal value for this credit card transaction, needed for the QuickBooks reconciliation feature. example: 2 type: number clientTransactionId: description: >- A value returned from QBMS transactions for future use by the QuickBooks Reconciliation feature. example: '1234567890' type: string required: - statusCode - statusMessage - creditCardTransactionId - merchantAccountNumber - paymentStatus - transactionAuthorizedAt additionalProperties: false additionalProperties: false otherCustomField: description: >- A built-in custom field for additional information specific to this sales receipt. Unlike the user-defined fields in the `customFields` array, this is a standard QuickBooks field that exists for all sales receipts for convenience. Developers often use this field for tracking information that doesn't fit into other standard QuickBooks fields. Unlike `otherCustomField1` and `otherCustomField2`, which are line item fields, this exists at the transaction level. Hidden by default in the QuickBooks UI. example: Special handling required type: string exchangeRate: description: >- The market exchange rate between this sales receipt's currency and the home currency in QuickBooks at the time of this transaction. Represented as a decimal value (e.g., 1.2345 for 1 EUR = 1.2345 USD if USD is the home currency). example: 1.2345 type: number externalId: type: string format: uuid description: >- A globally unique identifier (GUID) you, the developer, can provide for tracking this object in your external system. This field is immutable and can only be set during object creation. **IMPORTANT**: This field must be formatted as a valid GUID; otherwise, QuickBooks will return an error. example: 12345678-abcd-1234-abcd-1234567890ab lines: description: >- The sales receipt's line items, each representing a single product or service sold. **IMPORTANT**: You must specify `lines`, `lineGroups`, or both when creating a sales receipt. minItems: 1 type: array items: type: object properties: itemId: description: >- The item associated with this sales receipt line. This can refer to any good or service that the business buys or sells, including item types such as a service item, inventory item, or special calculation item like a discount item or sales-tax item. example: 80000001-1234567890 type: string maxLength: 36 description: description: A description of this sales receipt line. example: New office chair type: string quantity: description: >- The quantity of the item associated with this sales receipt line. This field cannot be cleared. **NOTE**: Do not use this field if the associated item is a discount item. example: 5 type: number unitOfMeasure: description: >- The unit-of-measure used for the `quantity` in this sales receipt line. Must be a valid unit within the item's available units of measure. example: Each type: string rate: description: >- The price per unit for this sales receipt line. If both `rate` and `amount` are specified, `rate` will be ignored. If both `quantity` and `amount` are specified but not `rate`, QuickBooks will use them to calculate `rate`. Represented as a decimal string. This field cannot be cleared. Decimal string format: up to 5 decimal places and up to 10 digits before the decimal point (for example, "123.45"). example: '10.00' type: string ratePercent: description: >- The price of this sales receipt line expressed as a percentage. Typically used for discount or markup items. example: '10.5' type: string priceLevelId: description: >- The price level applied to this sales receipt line. This overrides any price level set on the corresponding customer. The resulting sales receipt line will not show this price level, only the final `rate` calculated from it. example: 80000001-1234567890 type: string maxLength: 36 classId: description: >- The sales receipt line's class. Classes can be used to categorize objects into meaningful segments, such as department, location, or type of work. In QuickBooks, class tracking is off by default. If a class is specified for the entire parent transaction, it is automatically applied to all sales receipt lines unless overridden here, at the transaction line level. example: 80000001-1234567890 type: string maxLength: 36 amount: description: >- The monetary amount of this sales receipt line, represented as a decimal string. If both `quantity` and `rate` are specified but not `amount`, QuickBooks will use them to calculate `amount`. If `amount`, `rate`, and `quantity` are all unspecified, then QuickBooks will calculate `amount` based on a `quantity` of `1` and the suggested `rate`. This field cannot be cleared. Decimal string format: exactly 2 decimal places when cents are included and up to 13 digits before the decimal point (for example, "123.45"). example: '1000.00' type: string priceRuleConflictStrategy: description: >- Specifies how to resolve price rule conflicts when adding or modifying this sales receipt line. example: base_price type: string enum: - base_price - zero inventorySiteId: description: >- The site location where inventory for the item associated with this sales receipt line is stored. example: 80000001-1234567890 type: string maxLength: 36 inventorySiteLocationId: description: >- The specific location (e.g., bin or shelf) within the inventory site where the item associated with this sales receipt line is stored. example: 80000001-1234567890 type: string maxLength: 36 serialNumber: description: >- The serial number of the item associated with this sales receipt line. This is used for tracking individual units of serialized inventory items. example: SN1234567890 type: string lotNumber: description: >- The lot number of the item associated with this sales receipt line. Used for tracking groups of inventory items that are purchased or manufactured together. example: LOT2023-001 type: string serviceDate: description: >- The date on which the service for this sales receipt line was or will be performed, in ISO 8601 format (YYYY-MM-DD). This is particularly relevant for service items. example: '2024-03-15' type: string format: date salesTaxCodeId: description: >- The sales-tax code for this sales receipt line, determining whether it is taxable or non-taxable. If set, this overrides any sales-tax codes defined on the parent transaction or the associated item. Default codes include "Non" (non-taxable) and "Tax" (taxable), but custom codes can also be created in QuickBooks Desktop. If QuickBooks Desktop is not set up to charge sales tax (via the "Do You Charge Sales Tax?" preference), it assigns the default non-taxable sales-tax code configured in the company file to all sales. example: 80000001-1234567890 type: string maxLength: 36 overrideItemAccountId: description: >- The account to use for this sales receipt line, overriding the default account associated with the item. example: 80000001-1234567890 type: string maxLength: 36 otherCustomField1: description: >- A built-in custom field for additional information specific to this sales receipt line. Unlike the user-defined fields in the `customFields` array, this is a standard QuickBooks field that exists for all sales receipt lines for convenience. Developers often use this field for tracking information that doesn't fit into other standard QuickBooks fields. Hidden by default in the QuickBooks UI. example: Special handling required type: string otherCustomField2: description: >- A second built-in custom field for additional information specific to this sales receipt line. Unlike the user-defined fields in the `customFields` array, this is a standard QuickBooks field that exists for all sales receipt lines for convenience. Like `otherCustomField1`, developers often use this field for tracking information that doesn't fit into other standard QuickBooks fields. Hidden by default in the QuickBooks UI. example: Always ship with a spare type: string creditCardTransaction: description: >- The credit card transaction data for this sales receipt line's payment when using QuickBooks Merchant Services (QBMS). If specifying this field, you must also specify the `paymentMethod` field. type: object properties: request: description: >- The transaction request data originally supplied for this credit card transaction when using QuickBooks Merchant Services (QBMS). type: object properties: number: type: string description: >- The credit card number. Must be masked with lower case "x" and no dashes. example: xxxxxxxxxxxx1234 expirationMonth: type: number description: The month when the credit card expires. example: 12 expirationYear: type: number description: The year when the credit card expires. example: 2024 name: type: string description: The cardholder's name on the card. example: John Doe address: description: The card's billing address. example: 1234 Main St, Anytown, USA, 12345 type: string postalCode: description: The card's billing address ZIP or postal code. example: '12345' type: string commercialCardCode: description: >- The commercial card code identifies the type of business credit card being used (purchase, corporate, or business) for Visa and Mastercard transactions only. When provided, this code may qualify the transaction for lower processing fees compared to the standard rates that apply when no code is specified. example: corporate type: string transactionMode: description: >- Indicates whether this credit card transaction came from a card swipe (`card_present`) or not (`card_not_present`). example: card_not_present type: string enum: - card_not_present - card_present default: card_not_present transactionType: description: >- The QBMS transaction type from which the current transaction data originated. example: charge type: string enum: - authorization - capture - charge - refund - voice_authorization required: - number - expirationMonth - expirationYear - name additionalProperties: false response: description: >- The transaction response data for this credit card transaction when using QuickBooks Merchant Services (QBMS). type: object properties: statusCode: type: number description: >- The status code returned in the original QBMS transaction response for this credit card transaction. example: 0 statusMessage: type: string description: >- The status message returned in the original QBMS transaction response for this credit card transaction. example: Success creditCardTransactionId: type: string description: >- The ID returned from the credit card processor for this credit card transaction. example: '1234567890' merchantAccountNumber: type: string description: >- The QBMS account number of the merchant who is running this transaction using the customer's credit card. example: '1234567890' authorizationCode: description: >- The authorization code returned from the credit card processor to indicate that this charge will be paid by the card issuer. example: '1234567890' type: string avsStreetStatus: description: >- Indicates whether the street address supplied in the transaction request matches the customer's address on file at the card issuer. example: pass type: string enum: - fail - not_available - pass avsZipStatus: description: >- Indicates whether the customer postal ZIP code supplied in the transaction request matches the customer's postal code recognized at the card issuer. example: pass type: string enum: - fail - not_available - pass cardSecurityCodeMatch: description: >- Indicates whether the card security code supplied in the transaction request matches the card security code recognized for that credit card number at the card issuer. example: pass type: string enum: - fail - not_available - pass reconBatchId: description: >- An internal ID returned by QuickBooks Merchant Services (QBMS) from the transaction request, needed for the QuickBooks reconciliation feature. example: '1234567890' type: string paymentGroupingCode: description: >- An internal code returned by QuickBooks Merchant Services (QBMS) from the transaction request, needed for the QuickBooks reconciliation feature. example: 2 type: number paymentStatus: type: string enum: - completed - unknown description: >- Indicates whether this credit card transaction is known to have been successfully processed by the card issuer. example: completed transactionAuthorizedAt: type: string description: >- The date and time when the credit card processor authorized this credit card transaction. example: '2024-01-01T12:34:56.000Z' transactionAuthorizationStamp: description: >- An internal value for this credit card transaction, needed for the QuickBooks reconciliation feature. example: 2 type: number clientTransactionId: description: >- A value returned from QBMS transactions for future use by the QuickBooks Reconciliation feature. example: '1234567890' type: string required: - statusCode - statusMessage - creditCardTransactionId - merchantAccountNumber - paymentStatus - transactionAuthorizedAt additionalProperties: false additionalProperties: false customFields: description: >- The custom fields for the sales receipt line object, added as user-defined data extensions, not included in the standard QuickBooks object. minItems: 1 type: array items: type: object properties: ownerId: type: string description: >- The identifier of the owner of the custom field, which QuickBooks internally calls a "data extension". For public custom fields visible in the UI, such as those added by the QuickBooks user, this is always "0". For private custom fields that are only visible to the application that created them, this is a valid GUID identifying the owning application. Internally, Conductor always fetches all public custom fields (those with an `ownerId` of "0") for all objects. example: '0' name: type: string description: >- The name of the custom field, unique for the specified `ownerId`. For public custom fields, this name is visible as a label in the QuickBooks UI. example: Customer Rating value: type: string description: >- The value of this custom field. The maximum length depends on the field's data type. example: Premium required: - ownerId - name - value additionalProperties: false additionalProperties: false lineGroups: description: >- The sales receipt's line item groups, each representing a predefined set of related items. **IMPORTANT**: You must specify `lines`, `lineGroups`, or both when creating a sales receipt. minItems: 1 type: array items: type: object properties: itemGroupId: description: >- The sales receipt line group's item group, representing a predefined set of items bundled because they are commonly purchased together or grouped for faster entry. example: 80000001-1234567890 type: string maxLength: 36 quantity: description: >- The quantity of the item group associated with this sales receipt line group. This field cannot be cleared. **NOTE**: Do not use this field if the associated item group is a discount item group. example: 5 type: number unitOfMeasure: description: >- The unit-of-measure used for the `quantity` in this sales receipt line group. Must be a valid unit within the item's available units of measure. example: Each type: string serviceDate: description: >- The date on which the service for this sales receipt line group was or will be performed, in ISO 8601 format (YYYY-MM-DD). This is particularly relevant for service items. example: '2024-03-15' type: string format: date inventorySiteId: description: >- The site location where inventory for the item group associated with this sales receipt line group is stored. example: 80000001-1234567890 type: string maxLength: 36 inventorySiteLocationId: description: >- The specific location (e.g., bin or shelf) within the inventory site where the item group associated with this sales receipt line group is stored. example: 80000001-1234567890 type: string maxLength: 36 customFields: description: >- The custom fields for the sales receipt line group object, added as user-defined data extensions, not included in the standard QuickBooks object. minItems: 1 type: array items: type: object properties: ownerId: type: string description: >- The identifier of the owner of the custom field, which QuickBooks internally calls a "data extension". For public custom fields visible in the UI, such as those added by the QuickBooks user, this is always "0". For private custom fields that are only visible to the application that created them, this is a valid GUID identifying the owning application. Internally, Conductor always fetches all public custom fields (those with an `ownerId` of "0") for all objects. example: '0' name: type: string description: >- The name of the custom field, unique for the specified `ownerId`. For public custom fields, this name is visible as a label in the QuickBooks UI. example: Customer Rating value: type: string description: >- The value of this custom field. The maximum length depends on the field's data type. example: Premium required: - ownerId - name - value additionalProperties: false required: - itemGroupId additionalProperties: false required: - transactionDate additionalProperties: false responses: '200': description: Returns the newly created sales receipt. headers: Conductor-Request-Id: required: true description: The unique identifier for this API request. schema: type: string description: The unique identifier for this API request. example: req_1234567abcdefg content: application/json: schema: $ref: '#/components/schemas/qbd_sales_receipt' security: - BearerAuth: [] x-codeSamples: - lang: JavaScript source: |- import Conductor from 'conductor-node'; const conductor = new Conductor({ apiKey: process.env['CONDUCTOR_SECRET_KEY'], // This is the default and can be omitted }); const salesReceipt = await conductor.qbd.salesReceipts.create({ transactionDate: '2024-10-01', conductorEndUserId: 'end_usr_1234567abcdefg', }); console.log(salesReceipt.id); - lang: Python source: |- import os from datetime import date from conductor import Conductor conductor = Conductor( api_key=os.environ.get("CONDUCTOR_SECRET_KEY"), # This is the default and can be omitted ) sales_receipt = conductor.qbd.sales_receipts.create( transaction_date=date.fromisoformat("2024-10-01"), conductor_end_user_id="end_usr_1234567abcdefg", ) print(sales_receipt.id) components: schemas: qbd_sales_receipt: type: object properties: id: type: string description: >- The unique identifier assigned by QuickBooks to this sales receipt. This ID is unique across all transaction types. example: 123ABC-1234567890 objectType: description: The type of object. This value is always `"qbd_sales_receipt"`. example: qbd_sales_receipt type: string const: qbd_sales_receipt createdAt: type: string description: >- The date and time when this sales receipt was created, in ISO 8601 format (YYYY-MM-DDThh:mm:ss±hh:mm), which QuickBooks Desktop interprets in the local timezone of the end-user's computer. example: '2025-01-01T12:34:56.000Z' updatedAt: type: string description: >- The date and time when this sales receipt was last updated, in ISO 8601 format (YYYY-MM-DDThh:mm:ss±hh:mm), which QuickBooks Desktop interprets in the local timezone of the end-user's computer. example: '2025-02-01T12:34:56.000Z' revisionNumber: type: string description: >- The current QuickBooks-assigned revision number of this sales receipt object, which changes each time the object is modified. When updating this object, you must provide the most recent `revisionNumber` to ensure you're working with the latest data; otherwise, the update will return an error. example: '1721172183' customer: anyOf: - type: object properties: id: anyOf: - type: string - type: 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: anyOf: - type: string - type: 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false - type: 'null' description: >- The customer or customer-job to which the payment for this sales receipt is credited. example: id: 80000001-1234567890 fullName: Acme Corporation class: anyOf: - type: object properties: id: anyOf: - type: string - type: 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: anyOf: - type: string - type: 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false - type: 'null' description: >- The sales receipt's class. Classes can be used to categorize objects into meaningful segments, such as department, location, or type of work. In QuickBooks, class tracking is off by default. A class defined here is automatically used in this sales receipt's line items unless overridden at the line item level. example: id: 80000001-1234567890 fullName: Retail Sales documentTemplate: anyOf: - type: object properties: id: anyOf: - type: string - type: 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: anyOf: - type: string - type: 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false - type: 'null' description: >- The predefined template in QuickBooks that determines the layout and formatting for this sales receipt when printed or displayed. example: id: 80000001-1234567890 fullName: Sales Receipt Template transactionDate: type: string format: date description: The date of this sales receipt, in ISO 8601 format (YYYY-MM-DD). example: '2024-10-01' refNumber: anyOf: - type: string - type: 'null' description: >- The case-sensitive user-defined reference number for this sales receipt, which can be used to identify the transaction in QuickBooks. This value is not required to be unique and can be arbitrarily changed by the QuickBooks user. example: RECEIPT-1234 billingAddress: anyOf: - $ref: '#/components/schemas/qbd_address' - type: 'null' description: The sales receipt's billing address. shippingAddress: anyOf: - $ref: '#/components/schemas/qbd_address' - type: 'null' description: The sales receipt's shipping address. isPending: anyOf: - type: boolean - type: 'null' description: Indicates whether this sales receipt has not been completed. example: false checkNumber: anyOf: - type: string - type: 'null' description: The check number of a check received for this sales receipt. example: '1234567890' paymentMethod: anyOf: - type: object properties: id: anyOf: - type: string - type: 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: anyOf: - type: string - type: 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false - type: 'null' description: The sales receipt's payment method (e.g., cash, check, credit card). example: id: 80000001-1234567890 fullName: Credit Card dueDate: anyOf: - type: string format: date - type: 'null' description: >- The date by which this sales receipt must be paid, in ISO 8601 format (YYYY-MM-DD). **NOTE**: For sales receipts, this field is often `null` because sales receipts are generally used for point-of-sale payments, where full payment is received at the time of purchase. example: '2024-10-31T00:00:00.000Z' salesRepresentative: anyOf: - type: object properties: id: anyOf: - type: string - type: 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: anyOf: - type: string - type: 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false - type: 'null' description: >- The sales receipt's sales representative. Sales representatives can be employees, vendors, or other names in QuickBooks. example: id: 80000001-1234567890 fullName: Jane Doe shippingDate: anyOf: - type: string format: date - type: 'null' description: >- The date when the products or services for this sales receipt were shipped or are expected to be shipped, in ISO 8601 format (YYYY-MM-DD). example: '2024-10-01T00:00:00.000Z' shippingMethod: anyOf: - type: object properties: id: anyOf: - type: string - type: 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: anyOf: - type: string - type: 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false - type: 'null' description: >- The shipping method used for this sales receipt, such as standard mail or overnight delivery. example: id: 80000001-1234567890 fullName: FedEx Ground shipmentOrigin: anyOf: - type: string - type: 'null' description: >- The origin location from where the product associated with this sales receipt is shipped. This is the point at which ownership and liability for goods transfer from seller to buyer. Internally, QuickBooks uses the term "FOB" for this field, which stands for "freight on board". This field is informational and has no accounting implications. example: San Francisco, CA subtotal: type: string description: >- The subtotal of this sales receipt, which is the sum of all sales receipt lines before taxes and payments are applied, represented as a decimal string. example: '1000.00' salesTaxItem: anyOf: - type: object properties: id: anyOf: - type: string - type: 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: anyOf: - type: string - type: 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false - type: 'null' description: >- The sales-tax item used to calculate the actual tax amount for this sales receipt's transactions by applying a specific tax rate collected for a single tax agency. Unlike `salesTaxCode`, which only indicates general taxability, this field drives the actual tax calculation and reporting. For sales receipts, while using this field to specify a single tax item/group that applies uniformly is recommended, complex tax scenarios may require alternative approaches. In such cases, you can set this field to a 0% tax item (conventionally named "Tax Calculated On Invoice") and handle tax calculations through line items instead. When using line items for taxes, note that only individual tax items (not tax groups) can be used, subtotals can help apply a tax to multiple items but only the first tax line after a subtotal is calculated automatically (subsequent tax lines require manual amounts), and the rate column will always display the actual tax amount rather than the rate percentage. example: id: 80000001-1234567890 fullName: State Sales Tax salesTaxPercentage: anyOf: - type: string - type: 'null' description: >- The sales tax percentage applied to this sales receipt, represented as a decimal string. example: '0.07' salesTaxTotal: anyOf: - type: string - type: 'null' description: >- The total amount of sales tax charged for this sales receipt, represented as a decimal string. example: '10.00' totalAmount: type: string description: >- The total monetary amount of this sales receipt, equivalent to the sum of the amounts in `lines` and `lineGroups`, represented as a decimal string. example: '1000.00' currency: anyOf: - type: object properties: id: anyOf: - type: string - type: 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: anyOf: - type: string - type: 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false - type: 'null' description: >- The sales receipt's currency. For built-in currencies, the name and code are standard ISO 4217 international values. For user-defined currencies, all values are editable. example: id: 80000001-1234567890 fullName: USD exchangeRate: anyOf: - type: number - type: 'null' description: >- The market exchange rate between this sales receipt's currency and the home currency in QuickBooks at the time of this transaction. Represented as a decimal value (e.g., 1.2345 for 1 EUR = 1.2345 USD if USD is the home currency). example: 1.2345 totalAmountInHomeCurrency: anyOf: - type: string - type: 'null' description: >- The total monetary amount of this sales receipt converted to the home currency of the QuickBooks company file. Represented as a decimal string. example: '1234.56' memo: anyOf: - type: string - type: 'null' description: >- A memo or note for this sales receipt that appears in reports, but not on the sales receipt. example: Payment received at store location - cash customerMessage: anyOf: - type: object properties: id: anyOf: - type: string - type: 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: anyOf: - type: string - type: 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false - type: 'null' description: The message to display to the customer on the sales receipt. example: id: 80000001-1234567890 fullName: Thank you for your business! isQueuedForPrint: anyOf: - type: boolean description: >- Indicates whether this sales receipt is included in the queue of documents for QuickBooks to print. example: true - type: 'null' isQueuedForEmail: anyOf: - type: boolean - type: 'null' description: >- Indicates whether this sales receipt is included in the queue of documents for QuickBooks to email to the customer. example: true salesTaxCode: anyOf: - type: object properties: id: anyOf: - type: string - type: 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: anyOf: - type: string - type: 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false - type: 'null' description: >- The sales-tax code for this sales receipt, determining whether it is taxable or non-taxable. This can be overridden at the transaction-line level. Default codes include "Non" (non-taxable) and "Tax" (taxable), but custom codes can also be created in QuickBooks Desktop. If QuickBooks Desktop is not set up to charge sales tax (via the "Do You Charge Sales Tax?" preference), it assigns the default non-taxable sales-tax code configured in the company file to all sales. example: id: 80000001-1234567890 fullName: Non depositToAccount: anyOf: - type: object properties: id: anyOf: - type: string - type: 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: anyOf: - type: string - type: 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false - type: 'null' description: >- The account where the funds for this sales receipt will be or have been deposited. example: id: 80000001-1234567890 fullName: Undeposited Funds creditCardTransaction: anyOf: - $ref: '#/components/schemas/qbd_credit_card_transaction' - type: 'null' description: >- The credit card transaction data for this sales receipt's payment when using QuickBooks Merchant Services (QBMS). otherCustomField: anyOf: - type: string - type: 'null' description: >- A built-in custom field for additional information specific to this sales receipt. Unlike the user-defined fields in the `customFields` array, this is a standard QuickBooks field that exists for all sales receipts for convenience. Developers often use this field for tracking information that doesn't fit into other standard QuickBooks fields. Unlike `otherCustomField1` and `otherCustomField2`, which are line item fields, this exists at the transaction level. Hidden by default in the QuickBooks UI. example: Special handling required externalId: anyOf: - type: string description: >- A globally unique identifier (GUID) you, the developer, can provide for tracking this object in your external system. This field is immutable and can only be set during object creation. example: 12345678-abcd-1234-abcd-1234567890ab - type: 'null' lines: type: array items: $ref: '#/components/schemas/qbd_sales_receipt_line' description: >- The sales receipt's line items, each representing a single product or service sold. lineGroups: type: array items: $ref: '#/components/schemas/qbd_sales_receipt_line_group' description: >- The sales receipt's line item groups, each representing a predefined set of related items. customFields: type: array items: $ref: '#/components/schemas/qbd_custom_field' description: >- The custom fields for the sales receipt object, added as user-defined data extensions, not included in the standard QuickBooks object. required: - id - objectType - createdAt - updatedAt - revisionNumber - customer - class - documentTemplate - transactionDate - refNumber - billingAddress - shippingAddress - isPending - checkNumber - paymentMethod - dueDate - salesRepresentative - shippingDate - shippingMethod - shipmentOrigin - subtotal - salesTaxItem - salesTaxPercentage - salesTaxTotal - totalAmount - currency - exchangeRate - totalAmountInHomeCurrency - memo - customerMessage - isQueuedForPrint - isQueuedForEmail - salesTaxCode - depositToAccount - creditCardTransaction - otherCustomField - externalId - lines - lineGroups - customFields additionalProperties: false title: The Sales Receipt object x-conductor-object-type: transaction summary: >- A sales receipt records a sale where complete payment is received at the time of the transaction, whether by cash, check, or credit card. It combines the sale and payment into a single transaction. For situations requiring partial or delayed payments, use an invoice with receive-payments instead. qbd_address: type: object properties: line1: anyOf: - type: string - type: 'null' description: >- The first line of the address (e.g., street, PO Box, or company name). example: Conductor Labs Inc. line2: anyOf: - type: string - type: 'null' description: >- The second line of the address, if needed (e.g., apartment, suite, unit, or building). example: 540 Market St. line3: anyOf: - type: string - type: 'null' description: The third line of the address, if needed. example: Suite 100 line4: anyOf: - type: string - type: 'null' description: The fourth line of the address, if needed. example: '' line5: anyOf: - type: string - type: 'null' description: The fifth line of the address, if needed. example: '' city: anyOf: - type: string - type: 'null' description: The city, district, suburb, town, or village name of the address. example: San Francisco state: anyOf: - type: string - type: 'null' description: The state, county, province, or region name of the address. example: CA postalCode: anyOf: - type: string - type: 'null' description: The postal code or ZIP code of the address. example: '94110' country: anyOf: - type: string - type: 'null' description: The country name of the address. example: United States note: anyOf: - type: string - type: 'null' description: >- A note written at the bottom of the address in the form in which it appears, such as the invoice form. example: Conductor HQ required: - line1 - line2 - line3 - line4 - line5 - city - state - postalCode - country - note additionalProperties: false title: The Address object x-conductor-object-type: nested qbd_credit_card_transaction: type: object properties: request: anyOf: - $ref: '#/components/schemas/qbd_credit_card_transaction_request' - type: 'null' description: >- The transaction request data originally supplied for this credit card transaction when using QuickBooks Merchant Services (QBMS). response: anyOf: - $ref: '#/components/schemas/qbd_credit_card_transaction_response' - type: 'null' description: >- The transaction response data for this credit card transaction when using QuickBooks Merchant Services (QBMS). required: - request - response additionalProperties: false title: The Credit Card Transaction object x-conductor-object-type: nested qbd_sales_receipt_line: type: object properties: id: type: string description: >- The unique identifier assigned by QuickBooks to this sales receipt line. This ID is unique across all transaction line types. example: 456DEF-1234567890 objectType: description: The type of object. This value is always `"qbd_sales_receipt_line"`. example: qbd_sales_receipt_line type: string const: qbd_sales_receipt_line item: anyOf: - type: object properties: id: anyOf: - type: string - type: 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: anyOf: - type: string - type: 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false - type: 'null' description: >- The item associated with this sales receipt line. This can refer to any good or service that the business buys or sells, including item types such as a service item, inventory item, or special calculation item like a discount item or sales-tax item. example: id: 80000001-1234567890 fullName: Widget A description: anyOf: - type: string - type: 'null' description: A description of this sales receipt line. example: New office chair quantity: anyOf: - type: number - type: 'null' description: >- The quantity of the item associated with this sales receipt line. This field cannot be cleared. **NOTE**: Do not use this field if the associated item is a discount item. example: 5 unitOfMeasure: anyOf: - type: string - type: 'null' description: >- The unit-of-measure used for the `quantity` in this sales receipt line. Must be a valid unit within the item's available units of measure. example: Each overrideUnitOfMeasureSet: anyOf: - type: object properties: id: anyOf: - type: string - type: 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: anyOf: - type: string - type: 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false - type: 'null' description: >- Specifies an alternative unit-of-measure set when updating this sales receipt line's `unitOfMeasure` field (e.g., "pound" or "kilogram"). This allows you to select units from a different set than the item's default unit-of-measure set, which remains unchanged on the item itself. The override applies only to this specific line. For example, you can sell an item typically measured in volume units using weight units in a specific transaction by specifying a different unit-of-measure set with this field. IMPORTANT: Right after QuickBooks Desktop launches, it can briefly report an alternate `id` for a unit-of-measure set, so match on `fullName` when joining to the unit-of-measure sets list. example: id: 80000001-1234567890 fullName: Volume Units rate: anyOf: - type: string - type: 'null' description: >- The price per unit for this sales receipt line. If both `rate` and `amount` are specified, `rate` will be ignored. If both `quantity` and `amount` are specified but not `rate`, QuickBooks will use them to calculate `rate`. Represented as a decimal string. This field cannot be cleared. example: '10.00' ratePercent: anyOf: - type: string - type: 'null' description: >- The price of this sales receipt line expressed as a percentage. Typically used for discount or markup items. example: '10.5' class: anyOf: - type: object properties: id: anyOf: - type: string - type: 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: anyOf: - type: string - type: 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false - type: 'null' description: >- The sales receipt line's class. Classes can be used to categorize objects into meaningful segments, such as department, location, or type of work. In QuickBooks, class tracking is off by default. If a class is specified for the entire parent transaction, it is automatically applied to all sales receipt lines unless overridden here, at the transaction line level. example: id: 80000001-1234567890 fullName: Supplies:Furniture amount: anyOf: - type: string - type: 'null' description: >- The monetary amount of this sales receipt line, represented as a decimal string. If both `quantity` and `rate` are specified but not `amount`, QuickBooks will use them to calculate `amount`. If `amount`, `rate`, and `quantity` are all unspecified, then QuickBooks will calculate `amount` based on a `quantity` of `1` and the suggested `rate`. This field cannot be cleared. example: '1000.00' inventorySite: anyOf: - type: object properties: id: anyOf: - type: string - type: 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: anyOf: - type: string - type: 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false - type: 'null' description: >- The site location where inventory for the item associated with this sales receipt line is stored. example: id: 80000001-1234567890 fullName: Main Warehouse inventorySiteLocation: anyOf: - type: object properties: id: anyOf: - type: string - type: 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: anyOf: - type: string - type: 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false - type: 'null' description: >- The specific location (e.g., bin or shelf) within the inventory site where the item associated with this sales receipt line is stored. example: id: 80000001-1234567890 fullName: Aisle 3, Shelf B serialNumber: anyOf: - type: string - type: 'null' description: >- The serial number of the item associated with this sales receipt line. This is used for tracking individual units of serialized inventory items. example: SN1234567890 lotNumber: anyOf: - type: string - type: 'null' description: >- The lot number of the item associated with this sales receipt line. Used for tracking groups of inventory items that are purchased or manufactured together. example: LOT2023-001 expirationDate: anyOf: - type: string format: date - type: 'null' description: >- The expiration date for the serial number or lot number of the item associated with this sales receipt line, in ISO 8601 format (YYYY-MM-DD). This is particularly relevant for perishable or time-sensitive inventory items. Note that this field is only supported on QuickBooks Desktop 2023 or later. example: '2025-12-31T00:00:00.000Z' serviceDate: anyOf: - type: string format: date - type: 'null' description: >- The date on which the service for this sales receipt line was or will be performed, in ISO 8601 format (YYYY-MM-DD). This is particularly relevant for service items. example: '2024-03-15T00:00:00.000Z' salesTaxCode: anyOf: - type: object properties: id: anyOf: - type: string - type: 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: anyOf: - type: string - type: 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false - type: 'null' description: >- The sales-tax code for this sales receipt line, determining whether it is taxable or non-taxable. If set, this overrides any sales-tax codes defined on the parent transaction or the associated item. Default codes include "Non" (non-taxable) and "Tax" (taxable), but custom codes can also be created in QuickBooks Desktop. If QuickBooks Desktop is not set up to charge sales tax (via the "Do You Charge Sales Tax?" preference), it assigns the default non-taxable sales-tax code configured in the company file to all sales. example: id: 80000001-1234567890 fullName: Non otherCustomField1: anyOf: - type: string - type: 'null' description: >- A built-in custom field for additional information specific to this sales receipt line. Unlike the user-defined fields in the `customFields` array, this is a standard QuickBooks field that exists for all sales receipt lines for convenience. Developers often use this field for tracking information that doesn't fit into other standard QuickBooks fields. Hidden by default in the QuickBooks UI. example: Special handling required otherCustomField2: anyOf: - type: string - type: 'null' description: >- A second built-in custom field for additional information specific to this sales receipt line. Unlike the user-defined fields in the `customFields` array, this is a standard QuickBooks field that exists for all sales receipt lines for convenience. Like `otherCustomField1`, developers often use this field for tracking information that doesn't fit into other standard QuickBooks fields. Hidden by default in the QuickBooks UI. example: Always ship with a spare creditCardTransaction: anyOf: - $ref: '#/components/schemas/qbd_credit_card_transaction' - type: 'null' description: >- The credit card transaction data for this sales receipt line's payment when using QuickBooks Merchant Services (QBMS). customFields: type: array items: $ref: '#/components/schemas/qbd_custom_field' description: >- The custom fields for the sales receipt line object, added as user-defined data extensions, not included in the standard QuickBooks object. required: - id - objectType - item - description - quantity - unitOfMeasure - overrideUnitOfMeasureSet - rate - ratePercent - class - amount - inventorySite - inventorySiteLocation - serialNumber - lotNumber - expirationDate - serviceDate - salesTaxCode - otherCustomField1 - otherCustomField2 - creditCardTransaction - customFields additionalProperties: false title: The Sales Receipt Line object x-conductor-object-type: nested qbd_sales_receipt_line_group: type: object properties: id: type: string description: >- The unique identifier assigned by QuickBooks to this sales receipt line group. This ID is unique across all transaction line types. example: 456DEF-1234567890 objectType: description: >- The type of object. This value is always `"qbd_sales_receipt_line_group"`. example: qbd_sales_receipt_line_group type: string const: qbd_sales_receipt_line_group itemGroup: type: object properties: id: anyOf: - type: string - type: 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: anyOf: - type: string - type: 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false description: >- The sales receipt line group's item group, representing a predefined set of items bundled because they are commonly purchased together or grouped for faster entry. example: id: 80000001-1234567890 fullName: Office Supplies Bundle description: anyOf: - type: string - type: 'null' description: A description of this sales receipt line group. example: Standard widget bulk package quantity: anyOf: - type: number - type: 'null' description: >- The quantity of the item group associated with this sales receipt line group. This field cannot be cleared. **NOTE**: Do not use this field if the associated item group is a discount item group. example: 5 unitOfMeasure: anyOf: - type: string - type: 'null' description: >- The unit-of-measure used for the `quantity` in this sales receipt line group. Must be a valid unit within the item's available units of measure. example: Each overrideUnitOfMeasureSet: anyOf: - type: object properties: id: anyOf: - type: string - type: 'null' description: >- The unique identifier assigned by QuickBooks to this object. This ID is unique across all objects of the same type, but not across different QuickBooks object types. example: 80000001-1234567890 fullName: anyOf: - type: string - type: 'null' description: >- The fully-qualified unique name for this object, formed by combining the names of its parent objects with its own `name`, separated by colons. Not case-sensitive. example: Parent:Child:Grandchild required: - id - fullName additionalProperties: false - type: 'null' description: >- Specifies an alternative unit-of-measure set when updating this sales receipt line group's `unitOfMeasure` field (e.g., "pound" or "kilogram"). This allows you to select units from a different set than the item's default unit-of-measure set, which remains unchanged on the item itself. The override applies only to this specific line. For example, you can sell an item typically measured in volume units using weight units in a specific transaction by specifying a different unit-of-measure set with this field. IMPORTANT: Right after QuickBooks Desktop launches, it can briefly report an alternate `id` for a unit-of-measure set, so match on `fullName` when joining to the unit-of-measure sets list. example: id: 80000001-1234567890 fullName: Volume Units shouldPrintItemsInGroup: type: boolean description: >- Indicates whether the individual items in this sales receipt line group and their separate amounts appear on printed forms. example: true totalAmount: type: string description: >- The total monetary amount of this sales receipt line group, equivalent to the sum of the amounts in `lines`, represented as a decimal string. example: '1000.00' serviceDate: anyOf: - type: string format: date - type: 'null' description: >- The date on which the service for this sales receipt line group was or will be performed, in ISO 8601 format (YYYY-MM-DD). This is particularly relevant for service items. example: '2024-03-15T00:00:00.000Z' lines: type: array items: $ref: '#/components/schemas/qbd_sales_receipt_line' description: >- The sales receipt line group's line items, each representing a single product or service sold. customFields: type: array items: $ref: '#/components/schemas/qbd_custom_field' description: >- The custom fields for the sales receipt line group object, added as user-defined data extensions, not included in the standard QuickBooks object. required: - id - objectType - itemGroup - description - quantity - unitOfMeasure - overrideUnitOfMeasureSet - shouldPrintItemsInGroup - totalAmount - serviceDate - lines - customFields additionalProperties: false title: The Sales Receipt Line Group object x-conductor-object-type: nested qbd_custom_field: type: object properties: ownerId: type: string description: >- The identifier of the owner of the custom field, which QuickBooks internally calls a "data extension". For public custom fields visible in the UI, such as those added by the QuickBooks user, this is always "0". For private custom fields that are only visible to the application that created them, this is a valid GUID identifying the owning application. Internally, Conductor always fetches all public custom fields (those with an `ownerId` of "0") for all objects. example: '0' name: type: string description: >- The name of the custom field, unique for the specified `ownerId`. For public custom fields, this name is visible as a label in the QuickBooks UI. example: Customer Rating type: type: string enum: - amount_type - date_time_type - integer_type - percent_type - price_type - quantity_type - string_1024_type - string_255_type description: The data type of this custom field. example: string_1024_type value: type: string description: >- The value of this custom field. The maximum length depends on the field's data type. example: Premium required: - ownerId - name - type - value additionalProperties: false title: The Custom Field object x-conductor-object-type: nested qbd_credit_card_transaction_request: type: object properties: number: type: string description: >- The credit card number. Must be masked with lower case "x" and no dashes. example: xxxxxxxxxxxx1234 expirationMonth: type: number description: The month when the credit card expires. example: 12 expirationYear: type: number description: The year when the credit card expires. example: 2024 name: anyOf: - type: string - type: 'null' description: The cardholder's name on the card. example: John Doe address: anyOf: - type: string - type: 'null' description: The card's billing address. example: 1234 Main St, Anytown, USA, 12345 postalCode: anyOf: - type: string - type: 'null' description: The card's billing address ZIP or postal code. example: '12345' commercialCardCode: anyOf: - type: string - type: 'null' description: >- The commercial card code identifies the type of business credit card being used (purchase, corporate, or business) for Visa and Mastercard transactions only. When provided, this code may qualify the transaction for lower processing fees compared to the standard rates that apply when no code is specified. example: corporate transactionMode: anyOf: - type: string enum: - card_not_present - card_present - type: 'null' description: >- Indicates whether this credit card transaction came from a card swipe (`card_present`) or not (`card_not_present`). example: card_not_present transactionType: anyOf: - type: string enum: - authorization - capture - charge - refund - voice_authorization - type: 'null' description: >- The QBMS transaction type from which the current transaction data originated. example: charge required: - number - expirationMonth - expirationYear - name - address - postalCode - commercialCardCode - transactionMode - transactionType additionalProperties: false title: The Credit Card Transaction Request object x-conductor-object-type: nested qbd_credit_card_transaction_response: type: object properties: statusCode: type: number description: >- The status code returned in the original QBMS transaction response for this credit card transaction. example: 0 statusMessage: type: string description: >- The status message returned in the original QBMS transaction response for this credit card transaction. example: Success creditCardTransactionId: type: string description: >- The ID returned from the credit card processor for this credit card transaction. example: '1234567890' merchantAccountNumber: type: string description: >- The QBMS account number of the merchant who is running this transaction using the customer's credit card. example: '1234567890' authorizationCode: anyOf: - type: string - type: 'null' description: >- The authorization code returned from the credit card processor to indicate that this charge will be paid by the card issuer. example: '1234567890' avsStreetStatus: anyOf: - type: string enum: - fail - not_available - pass - type: 'null' description: >- Indicates whether the street address supplied in the transaction request matches the customer's address on file at the card issuer. example: pass avsZipStatus: anyOf: - type: string enum: - fail - not_available - pass - type: 'null' description: >- Indicates whether the customer postal ZIP code supplied in the transaction request matches the customer's postal code recognized at the card issuer. example: pass cardSecurityCodeMatch: anyOf: - type: string enum: - fail - not_available - pass - type: 'null' description: >- Indicates whether the card security code supplied in the transaction request matches the card security code recognized for that credit card number at the card issuer. example: pass reconBatchId: anyOf: - type: string - type: 'null' description: >- An internal ID returned by QuickBooks Merchant Services (QBMS) from the transaction request, needed for the QuickBooks reconciliation feature. example: '1234567890' paymentGroupingCode: anyOf: - type: number - type: 'null' description: >- An internal code returned by QuickBooks Merchant Services (QBMS) from the transaction request, needed for the QuickBooks reconciliation feature. example: 2 paymentStatus: type: string enum: - completed - unknown description: >- Indicates whether this credit card transaction is known to have been successfully processed by the card issuer. example: completed transactionAuthorizedAt: type: string description: >- The date and time when the credit card processor authorized this credit card transaction. example: '2024-01-01T12:34:56.000Z' transactionAuthorizationStamp: anyOf: - type: number - type: 'null' description: >- An internal value for this credit card transaction, needed for the QuickBooks reconciliation feature. example: 2 clientTransactionId: anyOf: - type: string - type: 'null' description: >- A value returned from QBMS transactions for future use by the QuickBooks Reconciliation feature. example: '1234567890' required: - statusCode - statusMessage - creditCardTransactionId - merchantAccountNumber - authorizationCode - avsStreetStatus - avsZipStatus - cardSecurityCodeMatch - reconBatchId - paymentGroupingCode - paymentStatus - transactionAuthorizedAt - transactionAuthorizationStamp - clientTransactionId additionalProperties: false title: The Credit Card Transaction Response object x-conductor-object-type: nested securitySchemes: BearerAuth: type: http scheme: bearer description: >- Your Conductor secret key using Bearer auth (e.g., `"Authorization: Bearer {{YOUR_SECRET_KEY}}"`). ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.