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TARGET_SYSTEM: quickbooks QuickBooks is a small business accounting software that helps your small business track expenses, manage cash flow, send custom invoices and create financial reports.
ReadCreateUpdateDeleteWebhook
Accounts
Async task
Bank accounts
Bills
Bill lines
Booking proposals
Contacts
Customers
Credit notes
Dimensions
Expenses
Files
Goods receipts
Goods receipt lines
Invoices
Invoice lines
Items
Journals
Journal entries
Offers
Offer lines
Open items
Payments
Payment terms
Projects
Purchase orders
Purchase order lines
Sales orders
Sales order lines
Suppliers
Tax rates
Transactions
Trial balance
Units
Users
Vendor credits
= Supported by Maesn
= Not supported by Maesn at this time
= Not supported by QuickBooks

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How to connect to QuickBooks

To allow your customers to link your application with their QuickBooks accounts, you need to set up a QuickBooks App and submit your application credentials to maesn.
1

Prerequisites

Before you begin, make sure you have the following:
  • A QuickBooks account with administrator permissions.
You can sign-up for a free trial at https://quickbooks.intuit.com/eu/#pricing, if you do not have a QuickBooks account already. Note that you will not need to use this QuickBooks account for anything else than managing the QuickBooks App and, if you want to, becoming a QuickBooks partner later.
2

Create the QuickBooks App

In this step we create the App that a user can choose to install into their QuickBooks instance to authorize the integration with your application.
  • Navigate to the QuickBooks developer portal and log in, if you are not already logged in.
  • On the tab “Apps”, click “Create an app”.
  • Select the QuickBooks Online and Payments option.
  • Give your app name: This should be your application’s name. When your users link their QuickBooks account, they will see that “App Name” is requesting to integrate with their QuickBooks account.
  • Select the com.intuit.quickbooks.accounting scope.
  • Click “Create App”.
  • In the next screen, click on “Key & credentials” in the left-hand menu.
  • Click on “Add URI” and add the redirect URI: https://api.maesn.dev/auth/callback/quickbooks
3

Configure your integration in the maesn API

In the last step, we setup your API tenant with your App’s details:
  • Get in touch with your contact person at maesn to submit the client id and client secret.
If you are not sure who your technical contact is, do not hesitate to reach out to us.

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Sandbox environment

QuickBooks has different URLs and credentials for their production and sandbox environments. To generate a sandbox end user account you have to use the quickbooks-sandbox target system. Inside quickbooks, you can create sandbox credentials with the same steps as the production credentials, you just need to create sandbox credentials instead of production credentials. You also have to use the following callback URL for the sandbox environment: https://api.maesn.dev/auth/callback/quickbooks-sandbox

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Becoming a QuickBooks Partner

Anyone can become a QuickBooks app partner. The requirements and steps to become a partner are detailed here. Note that before you become a QuickBooks partner you will only have access to their development environment. Once you become a partner you will have access to their production environment.

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Webhooks

Quickbooks supports the following parameters for webhooks: Resource types:
  • ACCOUNT
  • BILL
  • CUSTOMER
  • INVOICE
  • ITEM
  • JOURNAL_ENTRY
  • PAYMENT
  • SUPPLIER
  • EXPENSE
Quickbooks sends created, updated, deleted, merged, void and emailed events. In the case of QuickBooks, webhooks are App-based. This means they must be created for a given app as described (here)[https://developer.intuit.com/app/developer/qbo/docs/develop/webhooks]. To set this up, call Maesn’s create webhooks endpoint, which will return a URL that can be used in the App’s configration. Note that incoming events will be for every customer authenticated with that App. The response will include an ID that can be used to identify the user.
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