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Adding an unapplied payment in Quickbooks Web Connector


My client takes pre-payments for work done before an invoice is created, and has a need to create a payment with no applied transactions.

We can do this just fine in Quickbooks itself, however, I cannot figure out how to get the web connector to do this.

I can't seem to get a payment to go over without including some kind of transaction to apply it to. How can I get this to work?

<ReceivePaymentAddRq requestID="38b00162-339c-4fb8-b8f7-5f3d08042eaf">
    <ReceivePaymentAdd>
        <CustomerRef>
            <ListID>800013CF-1516038502</ListID>
            <FullName>John Doe</FullName>
        </CustomerRef>
            <TxnDate>2018-02-12</TxnDate>
        <RefNumber>TEST PAYMENT</RefNumber>
        <TotalAmount>123.45</TotalAmount>
        <PaymentMethodRef>
            <FullName>Check</FullName>
        </PaymentMethodRef>
        <DepositToAccountRef>
            <FullName>Undeposited Funds</FullName>
        </DepositToAccountRef>
    </ReceivePaymentAdd>
</ReceivePaymentAddRq>

Solution

  • The answer is that the IsAutoApply needs to be set to false.

    This works:

    <ReceivePaymentAddRq requestID="38b00162-339c-4fb8-b8f7-5f3d08042eaf">
        <ReceivePaymentAdd>
            <CustomerRef>
                <ListID>800013CF-1516038502</ListID>
                <FullName>John Doe</FullName>
            </CustomerRef>
                <TxnDate>2018-02-12</TxnDate>
            <RefNumber>TEST PAYMENT</RefNumber>
            <TotalAmount>123.45</TotalAmount>
            <PaymentMethodRef>
                <FullName>Check</FullName>
            </PaymentMethodRef>
            <DepositToAccountRef>
                <FullName>Undeposited Funds</FullName>
            </DepositToAccountRef>
            <IsAutoApply>false</IsAutoApply>
        </ReceivePaymentAdd>
    </ReceivePaymentAddRq>