QuickBooks Professional

Getting started:

  • Once your logged in, click 'My Apps' & then 'Create new app'.

  • Click 'Select API's' in the 'Just start coding section' then select 'Accounting' & 'Create app'.

  • Navigate to the 'Settings' tab & fill in the fields similar to the below

Dont forget to click save!

  • Navigate to the 'Keys' tab, in BOTH 'Redirect URI' sections add your app's redirect URL.

Your Redirect URL in most cases will be, https://_your-app_.bubbleapps.io/api/1.1/oauth_redirect

  • Navigate to the 'Dashboard' tab, find Resources section, and click on OAuth Playground, see in image below.

  • Select your app form the list.

  • Select all scopes that you need, then click on the "Get authorization code" button.

  • Will be opened a new page where you will be asked to Authorize Intuit to securely share your data, click Connect.

  • You will be redirected back, after that click "Get tokens" button.

  • On the right side will be shown results, select all "Authorziation" key from there, together with "Basic" word, see in example below.

Authorization key example: Basic UTBIenl2UVNrSDdrdzhINnFrbU9sMHVtWEhvS09hYjRmd2Njc21scEF1VHluLEVjOHE6dFhwLlZOazdpUWx4oAjRsTuIyNfCMHd1V25Fd1BublJJZ2l0ZXFkQw==

  • Place your Authorization key into the plugin's settings in your app in first field.

  • On the same page open section 4, "Refresh access token", and copy the refresh token.

  • In your app, go to Data and create new type, call it how you want, I called it Quickooks Token and added new entry called Old refresh token, there paste your Refresh Token.

This is how it looks like:

We have to do it just once.

  • Now create an event in workflow, for example when page is loaded, to GET NEW ACCESS TOKEN, and save results in a custom state, then save REFRESH TOKEN in your data.

Example:

Now you don't have to worry about your refresh token, it will be renewed automatically.

You are ready to use this plugin !

Example of use:

Let's take Company Details:

  • Insert company id which is "Realm ID" , you can get on the same page where you got refresh token, find it on section 2, see example below:

  • Next we need to get access token, for that, in Authorization field select from API provider, "GET NEW ACCESS TOKEN" and select access_token after.

You will notice the word "Bearer" there, leave it there and insert access token after it !

Example:

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