Quickbooks

General Information

Website: quickbooks.com Software type: Solution as a Software (Saas) Geography: 🇪🇺Europe

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Introduction

QuickBooks allows you to keep track of financial functions like income and expenses, employee expenses and inventory in real-time and fulfill tax obligations hassle-free. Deliver the Quickbooks integration your customers want in no time.

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Configure Quickbooks

Prerequisite(s)

  • Create an app on Quickbook
  • Submit your app for approval (this step is only required if you want your app to be publicly available)
  • Activate the Quickbooks integration on the Chift platform

Process

  1. Create an account - here
  2. Create your APP in Quickbooks in the developer’s portal following these guidelines:
      1. Log in to Quickbooks
      1. Click on CREATE AN APP
      1. Select com.intuit.quickbooks.accounting scope
      1. Enter a unique name and fill https://chift.app/oauth2/redirect in the field Redirection URLs
      1. Select all permissions
      1. Click on SAVE CHANGES
      1. Keep safe your Client ID, Client Secret because you won’t be able to see it again.
      1. You will need the Client ID and Client Secret afterwards

quickbooks1

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Test Quickbooks

To test the software integration, a free account can be created on Quickbooks - here

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Connect Quickbooks

To activate a connexion with Quickbooks, users will have to go through the following steps.

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Limitations & Exceptions

  • You can only connect to one of your companies per consumer (one consumer = one company)
  • Draft invoices are not available
  • Opportunities/deals are not present

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Quickbooks coverage

/contacts/{contact_id} Live

/contacts Live

/taxes Live

/taxes/{tax_id} Live

/products Live

/products/{product_id} Live

/invoices/{invoice_id} Live

/invoices Live

/invoices On request

/products On request

/opportunities On request

/opportunities/{opportunity_id} On request

/contacts On request

/payments On request

/payment-methods On request