In Quickbooks Api retrieving a aggreate view of the transactionqueryrq - api

I am using the QuickBooks Api to request transaction data from a QB database. However due to the number of transactions, it takes a long time for the request to come back. Is there a way of requesting a summarise view in the XML, i.e instead of getting data on TxnID level, I can get it to just aggregated the 'amount' by accounts.
Thanks in advance

Is there a way of requesting a summarise view in the XML, i.e instead of getting data on TxnID level, I can get it to just aggregated the 'amount' by accounts.
Using a TransactionQueryRq? No.
If you're trying to get summary data, you should look into the reporting features of the SDK/qbXML instead -- they are likely closer to what you need.

Related

Is there an API call to list all available product id's (ID's alone) in Shopify?

I use POSTMAN GUI for retrieving a list of items from Shopify API.
I would like to know if there exists a way to get available product id's alone, preferably as a list of values over a single api GET call. The one I know of is
/admin/api/2022-04/products.json
It returns a list of all product information, and looping over them/traversing the json is not very efficient. I hope there must be an easy way to fetch all ID's alone in one go. Should there be not?
You can add /admin/api/2022-04/products.json?fields=id to the end of your request to limit the output only for a single field or multiply.
Please note that if you have more than 250 products you will need to make more than one request, since the request is limited to 250 products.
You can make one call to the Admin API for all your product IDs using the Bulk Query. That will result in you receiving a URL where you download a file in JSONL format with every single product ID in your store, without the paging or limits of other approaches.

How do I access all the information for a Square transaction?

I am a student (so I am pretty new to all of this stuff) trying to create a database for a coffee shop that uses Square for their register and website. I want the database to update with all the information from a transaction every time one is completed.
I have a webhook that gets me the IDs every time a transaction completes, I can send the transaction ID to the Square API with an http request and get back information about the payment, but I still cannot figure out how to get the rest of the transaction information. We want to query the database about what kinds of items are being sold when and with what modifiers, but so far the only way I can get that is through downloading a csv file with the item line information from the Square Dashboard.
If there is a way to get the line item information in some kind of way that can be automatically added to the database, I would really appreciate the help. I have been looking for a solution and cannot find it on my own.
For in-person payments the only way to see itemizations is to use V1 ListPayments (or RetrievePayment).
In order to see itemizations for online payments, you must utilize Square's Orders API. The workflow would be:
Create an order (CreateOrder) with line_items (can be ad-hoc, or use Catalog ids). Save the order_id for the next step.
When calling Charge, pass in the order_id from the previous step.
Once you are successfully attaching the order_id's, when you retrieve a transaction you will be able to call the BatchRetrieveOrders endpoint with the order_id to see the itemizations.
References:
V1 Payments
Orders Overview
Orders Reference

Yodlee - how to get only new transactions

I am looking for a way to get only 'new' transactions from specific account item. I.e. only transactions that was posted to account after I made previous transactions fetch/search.
For example I have the following scenario:
I have add item to consumer. Lets say consumer have 1 account item named 'BankAccount1'.
I fetch/search ALL transactions for some BankAccount1 and store transactions locally.
Now I need a way to get only new transactions on periodic basis. I.e. only transactions that was posted to 'BankAccount1' after previous fetch/search call. Is it possible to do this or I need to get all transactions every time and just skip transactions with Id which already present locally? If transaction Id is unique and incremental (did they?) maybe its possible to save last fetched transaction Id, and on next time get only transactions with Id > prevFetchId (what API to use if its possible)?
p.s.
I am using container based approach REST API.
As per your question, I can infer that you are going to store transactions locally in your DB. In that case Yodlee recommend to use Procedural Data Extracts, using which you can keep your DB in sync with Yodlee Cloud. You can find more details about it here.
Yodlee recommends you to pass date range in the executeUserSearchRequest API to get the transactions for any specific duration,as getting only new transactions may cause some issues. This is why Yodlee recommends to have few days of overlap, this will help you in not missing any transaction.
Transaction ID would be unique but it may not be incremental.

How can I add test data to retrieve stocks transactions?

I'm testing the
https://developer.yodlee.com/Aggregation_API/Aggregation_Services_Guide/Aggregation_REST_API_Reference/executeUserSearchRequest
endpoint using the sandbox. And I'm able to retrieve all the data; but for the project that I'm working on I need to test mostly with "stocks" data; when I set the data type to "stocks" I get 0 results.
How can I test that? or, maybe, how can I add stocks test data?
Thanks,
JD
For getting stocks transaction you need to have a investment account aggregated which have stocks and transactions. You could use the Dummy Account Generator(DAG) tool to test this. Here is the link about how to use DAG.
Once you create a DAG catalog you can use it as it is or even edit the data or number of transactions present in it(in form of XML) and upload the edited XML to the DAG and then add the site within your Test user account in sandbox.
Using executeUserSearchRequest API you will get the transactions either for all containers or specifically for stocks. But you need to have a test account added to retrieve the transactions.

Counts on the server side via WSAPI?

Is it possible to do object counts on the server side of Rally with the WSAPI?
For example, I've got an app that would like to count the number of unresolved defects for each project in our workspace. I don't need to know anything about those defects themselves, so I just want a count, and don't need any other data pulled back.
Any way to do this?
You might want to check out Alan's helpful answer to this Question:
Rally: Pull stories counts by schedule state for a release?
The analog for Defects would be:
https://rally1.rallydev.com/slm/webservice/1.31/defect.js?query=(State < "Fixed")
It does pull all the data, but you can grab the TotalResultCount attribute that is returned in the response to get the number of Defects matching your query.