QuickBooks
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.
| Read | Create | Update | ||
|---|---|---|---|---|
| Accounts | ⌛ | ⌛ | ⌛ | |
| Bills | ⌛ | ⌛ | ⌛ | |
| Contacts | ❌ | ❌ | ❌ | |
| Customers | ✅ | ✅ | ✅ | |
| Credit notes | ⌛ | ⌛ | ⌛ | |
| Expenses | ⌛ | ⌛ | ⌛ | |
| Files | ⌛ | ⌛ | ⌛ | |
| Invoices | ✅ | ✅ | ⌛ | |
| Items | ✅ | ✅ | ⌛ | |
| Journal entries | ⌛ | ⌛ | ⌛ | |
| Offers | ⌛ | ⌛ | ⌛ | |
| Suppliers | ✅ | ✅ | ✅ | |
| Tracking categories | ❌ | ❌ | ❌ | |
| Transactions | ⌛ | ⌛ | ⌛ | |
| Vendor credits | ⌛ | ⌛ | ⌛ |
✅ = Endpoint available
⌛ = Endpoint in progress
❌ = Endpoint not supported by QuickBooks
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.
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.
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
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 via support@maesn.com, but do not enter your client credentials directly in the email. That’s not safe!
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
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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