QuickFile integration

Poll all clients ordered by the documented created_date column. Existing records become the baseline when armed. Edits do not fire.

2 fields

Poll all suppliers ordered by the documented created_date column. Existing records become the baseline when armed. Edits do not fire.

2 fields

Retrieve client records based on a set of search parameters.

14 fields

Retrieve client and contact data.

3 fields

Create a new client record.

17 fields

Update an existing client record.

18 fields

Retrieve supplier records based on a set of search parameters.

14 fields

Retrieve supplier and contact data.

1 field

Create a new supplier record.

19 fields

Update a supplier record.

16 fields

Search for invoices and estimates using a specific set of search parameters.

20 fields

Retrieve a single invoice, estimate or recurring invoice template.

1 field

Create a new invoice, estimate or recurring invoice template.

23 fields

Create a new invoice, estimate or recurring invoice template.

24 fields

Retrieve a URL to for an invoice or estimate PDF document.

1 field

Send a single invoice, estimate or recurring invoice template.

4 fields

Search for a payment based on specific search parameters.

13 fields

Retrieve a payment record.

1 field

Create a new payment record.

10 fields

Search for purchases using a specific set of search parameters.

18 fields

Retrieve a single purchase.

1 field

Create a new purchase.

11 fields

Returns a list of bank accounts with optional nominal code and type filtering.

4 fields

Retreives a chart of nominal accounts.

5 fields