Overview of the QuickBooks plugin
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:
Get Started with QuickBooks
Integrating QuickBooks and Linx
When integrating Linx and QuickBooks, do the following:
1. Create a QuickBooks developer account
- Go to QuickBooks.
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:
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:
Create a Solution
Add the QuickBooks plugin to your Solution
From the QuickBooks plugin, drag a Function or Type onto the design canvas
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
Functions and Types
The Linx QuickBooks plugin contains numerous functions and types that support working with the QuickBooks Accounting API. These functions and types can be categorised as follows:
- Accounts
- Attachables
- BillPayments
- Bills
- Budget
- Classes
- Common
- CompanyInfo
- CreditMemos
- Customers
- Departments
- Deposits
- Employees
- Estimates
- Invoices
- Items
- JournalCodes
- JournalEntries
- PaymentMethods
- Payments
- Pdfs
- Preferences
- PurchaseOrders
- Purchases
- Query
- RefundReceipts
- Reports
- SalesReceipts
- TaxAgencies
- TaxCodes
- TaxRates
- TaxServices
- Terms
- TimeActivities
- Transactions
- Transfers
- VendorCredits
- Vendors