Examples of Creating Invoice using QRemote from SQL Server

Note: For multi-line invoices, some may find it easier to NOT include the header information with each line item, but rather to have separate smaller commands for the Invoice Lines and a final  INSERT for the Invoice Header.

Create an Invoice with 3 Lines

     Here we create an invoice with three lines by using 3 InvoiceLine INSERT commands (with the FQSaveToCache caching flag set true) followed by the Invoice table (header) insert, which is automatically designed to pull in all cached InvoiceLine records and save immediately.

First Line

INSERT INTO QRemote...InvoiceLine(InvoiceLineItemRefListID,InvoiceLineDesc,InvoiceLineRate,InvoiceLineAmount,InvoiceLineSalesTaxCodeRefListID,FQSaveToCache) VALUES('240000-933272656','POWERTRAK-2000',200.00000,200.00,'20000-999022286',1)

Note: QRemote is a linked server name. It would be best if you changed it with your linked server name.

Suppose you don't set up a linked server in SQL Server. Please refer below-mentioned link for creating the linked server.

For 32-bit SQL Server: How to create Link Server with MS SQL 2005/2008/2012 32-bit Using QODBC/QRemote

For 64-bit SQL Server: How to create Link Server with MS SQL 2005/2008/2012 64-bit Using QODBC/QRemote

Second Line

INSERT INTO QRemote...InvoiceLine(InvoiceLineItemRefListID,InvoiceLineDesc,InvoiceLineRate,InvoiceLineAmount,InvoiceLineSalesTaxCodeRefListID,FQSaveToCache) VALUES('240000-933272656','POWERTRAK-3000',200.00000,200.00,'20000-999022286',1)

Third Line

INSERT INTO QRemote...InvoiceLine(InvoiceLineItemRefListID,InvoiceLineDesc,InvoiceLineRate,InvoiceLineAmount,InvoiceLineSalesTaxCodeRefListID,FQSaveToCache) VALUES('240000-933272656','POWERTRAK-4000',200.00000,200.00,'20000-999022286',1)

Header Information

INSERT INTO QRemote...InvoiceLine(CustomerRefListID, ARAccountRefListID, TxnDate, RefNumber, BillAddressAddr1, BillAddressAddr2, BillAddressCity, BillAddressState, BillAddressPostalCode, BillAddressCountry, IsPending, TermsRefListID, DueDate, ShipDate, ItemSalesTaxRefListID, Memo, IsToBePrinted, CustomerSalesTaxCodeRefListID) VALUES('160000-933272658', '40000-933270541', {d'2014-10-01'}, '1', 'Brad Lamb,' '1921 AppleseedLane', 'Bayshore,' 'CA,' '94326', 'USA,' 0, '20000-933272658', {d'2014-10-31'}, {d'2014-10-01'}, '2E0000-933272656', 'Memo Test,' 0,'10000-999022286')

Results in QuickBooks

Related Data Location

InvoiceLineItemRefListID

InvoiceLineItemRefListID is '240000-933272656' and found like this:

     Select ListId, and FullName from QRemote...An item where FullName is like 'F%.'

InvoiceLineSalesTaxCodeRefListID

InvoiceLineSalesTaxCodeRefListID is '20000-999022286' and found like this:

     Select ListId, Name from QRemote...SalesTaxCode where Name like 'N%'

CustomerRefListID

CustomerRefListID is '160000-933272658' and found like this:

     Select ListId, and FullName from QRemote...Customers where FullName like 'Aber%'

ARAccountRefListID

ARAccountRefListID is '40000-933270541' and found like this:

     Select ListId, and FullName from QRemote...An account where a Name like 'Account%.'

ItemSalesTaxRefListID

ItemSalesTaxRefListID is '2E0000-933272656' and found like this:

     Select ListId, Name from QRemote...ItemSalesTax where Name like 'San%'

CustomerSalesTaxCodeRefListID

CustomerSalesTaxCodeRefListID is '10000-999022286' and found like this:

     Select ListId, Name from QRemote...SalesTaxCode where Name like 'T%'

Example of adding InvoiceLine items to an existing Invoice

You can add lines to existing Invoices using SQL Linked Server without any issue. Please refer to the sample query for the same:

Insert into QRemote.InvoiceLine (TxnID, InvoiceLineItemRefListID, InvoiceLineDesc, InvoiceLineRate, InvoiceLineAmount) VALUES ('1B308-1513325705', '320000-1071525597', '11440DECA', 5,5)

OR

Insert openquery(QRemote, 'select TxnID, InvoiceLineItemRefListID, InvoiceLineDesc, InvoiceLineRate, InvoiceLineAmount from InvoiceLine where TxnID=''0''') values ('1B308-1513325705','320000-1071525597', '88880DECA', 5,5)

Note: In the INSERT statement, a where should be TxnID=''0''. The TxnID=''0'' predicate is used to avoid retrieving data from the remote server, which can result in slower performance.