Showing posts with label QuickBooks. Show all posts
Showing posts with label QuickBooks. Show all posts

Tuesday, January 3, 2023

#945 OIC QuickBooks Adapter - first steps

 One of my great pleasures in life is trying out new OIC adapters - today I'm looking at QuickBooks.


Step 1 is to create an Intuit developer account - https://developer.intuit.com/app/developer/homepage

Go to the Dashboard and then Create an App -






You also need a sandbox company - one is already set up for me in my trail account - Dashboard -> API Docs & Tools -> Sandbox


Next step is to specify the OIC redirect url - 



All set for OIC...

Create a connection to QuickBooks in OIC


Note: all I need is client id and secret. I then click on Provide Consent









Now to using this QuickBooks connection in an integration - here I will create a new customer.


I now add the QuickBooks connection and configure as follows - 




















I checked out the QuickBooks REST api docs to see which fields are mandatory. Essentially, there are only a few such fields. The doc relating to customer is available here -



Regarding the integration response -I want to return the id of the newly created customer. It can be found here - 











Expand customer and take the 2nd id field - the first relates to the address -



Now to test - 














I validate in QuickBooks - 




 


Thursday, May 5, 2022

#909 OIC May 22 release New Features - QuickBooks Adapter

 








This adapter augments our already rich set of ERP adapters. QuickBooks, according to Wikipedia, is "an accounting software package developed and marketed by Intuit. First introduced in 1983, QuickBooks products are geared mainly toward small and medium-sized businesses". 

This first release of the adapter will support Create, Retrieve, Update and Delete operations on the publicly exposed QuickBooks business objects. For example - create account, retrieve bill, update customer payment, delete invoice etc.

Creating the QuickBooks connection in OIC

 












As you can see, the QuickBooks Adapter connection page requires client id and client secret for establishing the connection to QuickBooks application. Please note, the scope, com.intuit.quickbooks.accounting, is added by default, if you do not provide any value in this field.

You will need an Intuit Developer's Account in order to generate client id and secret.


Leveraging the QuickBooks Connection in an Integration





 



I want to create a customer, so my REST trigger request payload is as follows - 























{
  "companyName" : "Hare of the Dog Pub",
  "contactEmail" : "dominic@hotd.ie",
  "suffix" : "Jr",
  "title" : "Mr",
  "firstName" : "Dominic",
  "middleName" : "Bart",
  "notes" : "Here are other details",
  "lastName" : "Kennedy",
  "contactPhone" : "(555) 555-5555",
  "companyAddress" : {
    "state" : "CA",
    "city" : "Mountain View",
    "zip" : "94042",
    "addressLine1" : "123 Main Street",
    "country" : "USA"
  }
}

Response Payload is as follows - 














The QuickBooks invoke mapping is as follows - 










The Response mapping - 






Let's try it out!

























Retrieve Customer from QuickBooks

So here is a new integration that retrieves a customer, based on id.
The REST Trigger has one request parameter - custId.

The QuickBooks invoke is configured as follows -



















Invoke Mapping - 




I complete the integration response mapping, activate and test -

























I am a total neophyte in respect to integrating with QuickBooks, so I started by looking at their api docs, available here.













Summary

Net, net, this adapter greatly simplifies integrating with Quickbooks. Hope you get the opportunity to try it out soon!