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Delayed Credit

The APIs related to the Delayed Credit entity allow you to manage delayed credits for your customer that they can use in the future. Instead of a refund, you can give your customer a credit that they can use to reduce the balance on their next invoice. The DelayedCredit API provides support for create, read, update and delete operations.

Operations for DelayedCredit entity

  • Read - Query (POST)
  • Create - Mutation (POST)
  • Update - Mutation (POST)
  • Delete - Mutation (POST)

Endpoints

  • For production apps: https://public.api.intuit.com/2020-04/graphql
  • For sandbox environments and testing: https://public-e2e.api.intuit.com/2020-04/graphql

Sample query header

  • Content-type: application/json
  • Use the accounting scope [com.intuit.quickbooks.accounting] for the authorization header

Sample query body

Do an introspection query to see the current schema for the delayedCredit entity. Here’s an example query using every possible field. Remember, with GraphQL you only need to query for the data you need:

Sample query (Read an DelayedCredit by Id):

query fetchDelayedCredit($id: String!) {
  company {
    delayedCredits(filter: {id: {equals: $id}}) {
      pageInfo {
        hasNextPage
        hasPreviousPage
        startCursor
        endCursor
      }
      nodes {
        id
        metadata {
          entityVersion
        }
        amount
        class {
          id
          name
        }
        currency {
          name
          currency
          symbol
          exchangeRate
        }
        customer {
          id
          displayName
        }
        customerMemo
        itemLines {
          sequence
          description
          serviceDate
          item {
            id
            name
          }
          class {
            id
            name
          }
          amount
          account {
            id
            name
            fullyQualifiedName
          }
          quantity
          unitPrice
          tax {
            taxAmount
            taxable
            taxGroup {
              id
              name
              code
              description
              saleRates {
                taxRate {
                  id
                  name
                  description
                  rate
                  startDate
                  endDate
                }
              }
              purchaseRates {
                taxRate {
                  id
                  name
                  description
                  rate
                  startDate
                  endDate
                }
              }
            }
          }
        }
        location {
          id
          name
        }
       
        privateMemo
        referenceNumber
       
        transactionDate
        voided
      }
    }
  }
}

Variables:

{
  "id": "djQuMTo5MTMwMzUzOTY3NzQ0NjY2OjgwMjcxZWRkOGE:209"
}

Response:

{
  "data": {
    "company": {
      "delayedCredits": {
        "pageInfo": {
          "hasNextPage": false,
          "hasPreviousPage": false,
          "startCursor": "c2ltcGxlLWN1cnNvcjA=",
          "endCursor": "c2ltcGxlLWN1cnNvcjA="
        },
        "nodes": [
          {
            "id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjgwMjcxZWRkOGE:209",
            "metadata": {
              "entityVersion": "0"
            },
            "amount": -100.00,
            "class": null,
            "currency": {
              "name": null,
              "currency": "USD",
              "symbol": "$",
              "exchangeRate": 1.00
            },
            "customer": {
              "id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjlkNjk5ZTk2MDg:31",
              "displayName": "My sample project"
            },
            "customerMemo": null,
            "itemLines": [
              {
                "sequence": "1",
                "description": "test item description",
                "serviceDate": "2021-09-08",
                "item": {
                  "id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjExMmRlNzQ2OTk:4",
                  "name": "Test service"
                },
                "class": null,
                "amount": 100.00,
                "account": {
                  "id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjUxY2VkODUzNmM:5",
                  "name": "Services",
                  "fullyQualifiedName": null
                },
                "quantity": 2,
                "unitPrice": null,
                "tax": {
                  "taxAmount": null,
                  "taxable": false,
                  "taxGroup": null
                }
              }
            ],
            "location": null,
            "privateMemo": "test private memo",
            "referenceNumber": null,
            "transactionDate": "2021-09-10",
            "voided": false
          }
        ]
      }
    }
  }
}

Filter support:

You can choose to query by id (as shown above) or query for all delayed credits by removing the filter.

Create mutation

Mutation:

mutation createDelayedCredit($input: CreateDelayedCreditInput!) {
  createDelayedCredit(delayedCredit: $input) {
    id
    __typename
    id
    metadata {
      entityVersion
    }
    amount
    class {
      id
      name
    }
    currency {
      name
      currency
      symbol
      exchangeRate
    }
    customer {
      id
      displayName
    }
    customerMemo
    itemLines {
      sequence
      description
      serviceDate
      item {
        id
        name
      }
      class {
        id
        name
      }
      amount
      account {
        id
        name
        fullyQualifiedName
      }
      quantity
      unitPrice
      tax {
        taxAmount
        taxable
        taxGroup {
          id
          name
          code
          description
          saleRates {
            taxRate {
              id
              name
              description
              rate
              startDate
              endDate
            }
          }
          purchaseRates {
            taxRate {
              id
              name
              description
              rate
              startDate
              endDate
            }
          }
        }
      }
    }
    location {
      id
      name
    }
    privateMemo
    referenceNumber
    transactionDate
    voided
  }
}

Sample Variables:

{
  "input": {
    "transactionDate": "2021-09-10",
    "customer": {
      "id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjlkNjk5ZTk2MDg:31"
    },
    "customerMemo": "test customer memo",
    "privateMemo": "test private memo",
    "itemLines": [
      {
        "serviceDate": "2021-09-08",
        "amount": "100.00",
        "account": {
          "id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjUxY2VkODUzNmM:5"
        },
        "item": {
          "id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjExMmRlNzQ2OTk:4"
        },
        "description": "test item description",
        "quantity": "2"
      }
    ]
  }
}

Sample response:

{
  "data": {
    "createDelayedCredit": {
      "id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjgwMjcxZWRkOGE:222",
      "__typename": "DelayedCredit",
      "metadata": {
        "entityVersion": "0"
      },
      "amount": -100.00,
      "class": null,
      "currency": {
        "name": null,
        "currency": "USD",
        "symbol": "$",
        "exchangeRate": 1.00
      },
      "customer": {
        "id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjlkNjk5ZTk2MDg:31",
        "displayName": "Project created from API new9"
      },
      "customerMemo": null,
      "itemLines": [
        {
          "sequence": "1",
          "description": "test item description",
          "serviceDate": "2021-09-08",
          "item": {
            "id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjExMmRlNzQ2OTk:4",
            "name": "Test service"
          },
          "class": null,
          "amount": 100.00,
          "account": {
            "id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjUxY2VkODUzNmM:5",
            "name": "Services",
            "fullyQualifiedName": null
          },
          "quantity": 2,
          "unitPrice": null,
          "tax": {
            "taxAmount": null,
            "taxable": false,
            "taxGroup": null
          }
        }
      ],
      "location": null,
      "privateMemo": "test private memo",
      "referenceNumber": null,
      "transactionDate": "2021-09-10",
      "voided": false
    }
  }
}

Update mutation

Mutation:

mutation updateDelayedCredit($input: UpdateDelayedCreditInput!) {
  updateDelayedCredit(delayedCredit: $input) {
    id
    __typename
    id
    metadata {
      entityVersion
    }
    amount
    class {
      id
      name
    }
    currency {
      name
      currency
      symbol
      exchangeRate
    }
    customerMemo
    customer {
      id
      displayName
      firstName
      lastName
    }
    customerMemo
    discount {
      amount {
        percentage
        value
      }
      applyTaxAfterDiscount
    }
    emailDeliveryInfo {
      to
      cc
      bcc
    }
    itemLines {
      sequence
      description
      serviceDate
      item {
        id
        name
      }
      class {
        id
        name
      }
      amount
      account {
        id
        name
        fullyQualifiedName
      }
      quantity
      unitPrice
      tax {
        taxAmount
        taxable
        taxGroup {
          id
          name
          code
          description
          saleRates {
            taxRate {
              id
              name
              description
              rate
              startDate
              endDate
            }
          }
          purchaseRates {
            taxRate {
              id
              name
              description
              rate
              startDate
              endDate
            }
          }
        }
      }
    }
    location {
      id
      name
    }
    payment {
      paymentMethod {
        id
        name
        type
      }
    }
    privateMemo
    referenceNumber
    shipping {
      shipDate
      shipVia
      shipAddress {
        freeFormAddressLine
      }
      shippingAmount
      shipFromAddress {
        freeFormAddressLine
      }
      trackingNumber
      tax {
        taxAmount
      }
    }
    tax {
      totalTaxAmount
      taxable
      taxDetails {
        taxRate {
          id
          name
          description
          startDate
          endDate
          rate
        }
        taxAmount
        taxableAmount
      }
      taxGroup {
        id
        name
        description
        code
        saleRates {
          taxRate {
            id
            name
            description
            startDate
            endDate
            rate
          }
        }
        purchaseRates {
          taxRate {
            id
            name
            description
            startDate
            endDate
            rate
          }
        }
      }
    }
    transactionDate
    voided
  }
}

Required fields:

  • id: ID of an existing delayedCredit
  • metadata: you need to provide the entity version returned from a previous create/update/read operation.

Variables:

{
	"input": {
		"id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjgwMjcxZWRkOGE:124",
		"metadata": {
			"entityVersion": "0"
		},
		"transactionDate": "2021-09-10",
		"customer": {
			"id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjlkNjk5ZTk2MDg:31"
		},
		"customerMemo": "test customer memo",
		"privateMemo": "test private memo",
		"itemLines": [
			{
				"serviceDate": "2021-09-08",
				"amount": "100.00",
				"account": {
					"id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjUxY2VkODUzNmM:5"
				},
				"item": {
					"id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjExMmRlNzQ2OTk:4"
				},
				"description": "test item description",
				"quantity": "2"
			}
		]
	}
}

Response:

{
  "data": {
    "updateDelayedCredit": {
      "id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjgwMjcxZWRkOGE:124",
      "__typename": "DelayedCredit",
      "metadata": {
        "entityVersion": "1"
      },
      "amount": -100.00,
      "class": null,
      "currency": {
        "name": null,
        "currency": "USD",
        "symbol": "$",
        "exchangeRate": 1.00
      },
      "customer": {
        "id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjlkNjk5ZTk2MDg:31",
        "displayName": "Project created from API new9"
      },
      "customerMemo": null,
      "discount": null,
      "emailDeliveryInfo": null,
      "itemLines": [
        {
          "sequence": "2",
          "description": "test item description",
          "serviceDate": "2021-09-08",
          "item": {
            "id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjExMmRlNzQ2OTk:4",
            "name": "Test service"
          },
          "class": null,
          "amount": 100.00,
          "account": {
            "id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjUxY2VkODUzNmM:5",
            "name": "Services",
            "fullyQualifiedName": null
          },
          "quantity": 2,
          "unitPrice": null,
          "tax": {
            "taxAmount": null,
            "taxable": false,
            "taxGroup": null
          }
        }
      ],
      "location": null,
      "payment": {
        "paymentMethod": null
      },
      "privateMemo": "test private memo",
      "referenceNumber": null,
      "shipping": null,
      "tax": {
        "totalTaxAmount": null,
        "taxable": null,
        "taxDetails": [],
        "taxGroup": {
          "id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjU5MjRiN2U1YjI:3",
          "name": "8dccb28d4e8c2ee980e28d4b1d3ab5d8812b411d3603c564d4bd09e7b3f395e7",
          "description": "CA-Santa Clara-Santa Clara",
          "code": "8dccb28d4e8c2ee980e28d4b1d3ab5d8812b411d3603c564d4bd09e7b3f395e7",
          "saleRates": [
            {
              "taxRate": {
                "id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjU1NWM4N2YzYWQ:3",
                "name": "California State",
                "description": "ST",
                "startDate": "1970-01-01",
                "endDate": null,
                "rate": "6.25%"
              }
            },
            {
              "taxRate": {
                "id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjU1NWM4N2YzYWQ:4",
                "name": "California, Santa Clara County",
                "description": "ST",
                "startDate": "1970-01-01",
                "endDate": null,
                "rate": "1%"
              }
            },
            {
              "taxRate": {
                "id": "djQuMTo5MTMwMzU1MjAyMDI4NDY2OjU1NWM4N2YzYWQ:5",
                "name": "California, Santa Clara County District",
                "description": "ST",
                "startDate": "1970-01-01",
                "endDate": null,
                "rate": "1.875%"
              }
            }
          ],
          "purchaseRates": []
        }
      },
      "transactionDate": "2021-09-10",
      "voided": false
    }
  }
}

Delete Mutation

Mutation:

mutation deleteDelayedCredit($input: ID!) {
  deleteDelayedCredit(id: $input){
    id
    success
  }
}

Required fields:

  • id: ID of an existing delayedCredit

Variables:

{
  "input": "djQuMTo5MTMwMzUzNzIyMjc5NDA2OjgwMjcxZWRkOGE:124"
}

Response:

{
  "data": {
    "deleteDelayedCredit": {
      "id": "djQuMTo5MTMwMzUzNzIyMjc5NDA2OjgwMjcxZWRkOGE:124",
      "success": true
    }
  }
}

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