通过 Aident Loadout 使用 QuickBooks Tools 的 Quickbooks Create Estimate。执行前查看输入、输出、设置、价格和风险。
Creates a new estimate in QuickBooks Online. An estimate represents a proposal for goods or services that a customer may purchase. Use this to provide pricing quotes to customers before they commit to a purchase. This action requires a valid customer ID and at least one line ite…
lines必填arrayList of estimate line items. Each line item must include DetailType, Amount, and appropriate detail object (e.g., SalesItemLineDetail for item-based lines).
txn_datestringDate of the estimate transaction in YYYY-MM-DD format (e.g., '2024-01-15'). If not specified, the current date is used.
bill_addrobjectPhysical address structure.
class_refobjectReference to a class for categorization.
ship_addrobjectPhysical address structure.
ship_datestringDate for delivery of goods or services in YYYY-MM-DD format (e.g., '2024-03-15').
bill_emailstringEmail address where the estimate should be sent.
doc_numberstringReference number for the estimate. If not specified, QuickBooks generates one automatically.
customer_id必填stringID of the customer for whom the estimate is created. This is the unique identifier for the customer in QuickBooks (e.g., '1', '3'). Use QUICKBOOKS_READ_CUSTOMER or QUICKBOOKS_CREATE_CUSTOMER to get valid customer IDs.
currency_refobjectReference to a currency.
custom_fieldarrayCustom fields for the estimate. QuickBooks Online supports up to 3 custom fields. The custom fields must already exist in QuickBooks.
minorversionintegerQuickBooks API minor version number to use for this request (e.g., 65, 70, 75). If not specified, uses the default API version from headers.
data必填Data from the action execution
errorstringError if any occurred during the execution of the action
successful必填booleanWhether or not the action execution was successful or not
OAuth 连接。风险等级 2/5。
免费操作
目前没有已发布技能明确引用此操作。