Get started with QuickBooks

QuickBooks is an accounting software package developed and marketed by Intuit. QuickBooks can be used to manage sales and expenses and keep track of daily business transactions. You can use it to invoice customers, pay bills, generate reports for planning and tax filing, and more.

If you are unfamiliar with QuickBooks, the following QuickBooks resources are recommended to get you started:


Integrating QuickBooks and Linx

When integrating Linx and QuickBooks, do the following:


1. Create a QuickBooks developer account


2. Create an App on QuickBooks

The following notes serve as a guide to help make the overall integration process easier. Please refer to Intuit's QuickBooks documentation for specific details on process and usage:

  • Sign in on QuickBooks

  • Click on My Apps

  • Create your QuickBooks App

  • Click on the Keys tab

  • Copy your ClientID, Client Secret and the Base URL (for later use in Linx)

    Note: for use in Linx, prepend the Base URL with https:// if it is not included already

  • Click View Sandbox to manage your sandbox company's settings

  • Click the Settings icon (gear) on the toolbar

  • Click Company Settings

  • Click the Sales tab

  • Enable Deposit


3. Get an OAuth 2.0 access token

The following notes serve as a guide to help make the overall integration process easier. Please refer to Intuit's QuickBooks and OAuth documentation for specific details on process and usage:

  • Go to https://developer.intuit.com/v2/ui#/playground

  • In the Get authorization code section, select the relevant scopes (All except for Payments)

  • Click the Get Authorisation Code button

  • Click the Connect button

  • On the next page, in the Get OAuth 2.0 token from auth code section, click the Get tokens button

  • In the Response section (on the right), copy the Refresh Token and the Access Token (for later use in Linx)


4. Create a Linx Solution

Steps:

  1. Add a Solution, Project and Process

  2. Add the QuickBooks plugin to your Solution

  3. From the QuickBooks plugin, add a Function or Type to your Process

  4. Set the relevant Properties:

  • _CBO Credentials_ to make the connection to QuickBooks:
    Property Where to get the value from
    AccessToken OAuth 2.0 Playground - see step 3 above
    Note: an Access Token has a limited lifespan and may have to be re-generated when expired. (This is especially the case when the token has not been initiated yet by your Linx solution with a first call to QuickBooks. After the first call Linx will refresh your token automatically.)
    RefreshToken OAuth 2.0 Playground
    RealmID OAuth 2.0 Playground
    BaseURL QuickBooks app (Sandbox) - see step 2 above
    ClientID QuickBooks app
    ClientSecret QuickBooks app
    DiscoveryURL Use the following value when testing on the QuickBooks sandbox: https://developer.api.intuit.com/.well-known/openid_sandbox_configuration Use the following value for your live production environment: https://developer.api.intuit.com/.well-known/openid_configuration

  • Properties specific to the Function or Type