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Best answer

Quickbooks Create SubCustomer Action

  • June 21, 2021
  • 1 reply
  • 264 views
T

Has anyone successfully figured out how to trigger a Zap where a new Quickbooks Online SubCustomer is created for a client? We only see how to create the Customer, but not the SubCustomer.

Best answer by Troy TessaloneBest answer by Troy Tessalone

Hi @TPIC 

You may need to leverage the QBO API: https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/customer

App APIs can be used in Zaps with the Webhooks action step: https://zapier.com/apps/webhook/integrations#triggers-and-actions

 

Use the Customer resource to create parent customer objects, sub-customer objects, and job objects according to your business requirements.
Use the ParentRef and Job attributes in the customer object to designate whether the object is a parent, nested job or nested sub-customer.

  • First, create parent customer objects: Set Job to false (default) and do not define ParentRef.
  • Then, create sub-customer and job objects: Set Job to true and set ParentRef to reference parent customer object.
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1 reply

Troy Tessalone
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  • Troy TessaloneZapier Expert
  • Zapier Expert
  • 31069 replies
  • Answer
  • June 21, 2021

Hi @TPIC 

You may need to leverage the QBO API: https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/customer

App APIs can be used in Zaps with the Webhooks action step: https://zapier.com/apps/webhook/integrations#triggers-and-actions

 

Use the Customer resource to create parent customer objects, sub-customer objects, and job objects according to your business requirements.
Use the ParentRef and Job attributes in the customer object to designate whether the object is a parent, nested job or nested sub-customer.

  • First, create parent customer objects: Set Job to false (default) and do not define ParentRef.
  • Then, create sub-customer and job objects: Set Job to true and set ParentRef to reference parent customer object.
⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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