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:

• Get Started Guide

• API features

• Guides

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:

• Go to the OAuth 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. Create a Solution

2. Add the QuickBooks plugin to your Solution

3. From the QuickBooks plugin, drag a Function or Type onto the design canvas

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

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

Links

QuickBooks License