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Sam edited this page Jan 7, 2016 · 3 revisions

Quickbooks Online Integration

Overview

Quickbooks is an accounting software package developed and marketed by Intuit. This implementation uses the Quickbooks v3 API through the quickbooks-ruby gem.

Authorize with oAuth

To get started, you will need to connect the hub to your Quickbooks Online (QBO) account. To do this please visit the Connect Quickbooks with oAUTH page. When you have authorized FlowLink you will see a page that contains the access token, the access sercret and realm. You will need those when you configure the Quickbooks Online Integration in your storefront.

Services

Connection parameters

Name Value Example
quickbooks_access_token Quickbooks oAUTH Access Token Aqws3958dhdjwb39
quickbooks_access_secret Quickbooks oAUTH Access Secret dj20492dhjkdjeh2838w7
quickbooks_realm Quickbooks oAUTH Realm 82341

Order webhooks

Push Orders as SalesReceipts into Quickbooks.

Shipping, Tax, Coupon and Discount values from Spree will be treated as line-items and imported as Non-Inventory items.

It's possible to provide a payment method mapping to translate the types of methods used in yout store to those of Quickbooks.

Also supports the following option:

  • Web Order User: Check if you want to use 'Web User' as customer for all SalesReceipts.

parameters

Name Value Example
quickbooks_deposit_to_account_name Default to Undeposited Funds Account (not required) Prepaid Expenses
quickbooks_shipping_item Quickbooks Item SKU to use for shipping line items (required) SKU-SHIPPING
quickbooks_tax_item Quickbooks Item SKU to use for tax line items (required) SKU-TAX
quickbooks_discount_item Quickbooks Item SKU to use for discount line items (required) SKU-DISCOUNT
quickbooks_account_name Quickbooks Income Account name for the items (required) Sales of Product Income
quickbooks_web_orders_users Check to use 'Web User' as customer name for all SalesReceipts false
quickbooks_payment_method_name Mapping from store payment method names to Quickbooks payment method names (required) { "visa" => "credit-card", "master-card" => "credit-card" }

Product webhooks

Push Products as Items into Quickbooks.

By setting quickbooks_track_inventory true you need to provide a valid Income Account and Cost of Goods Sold account.

Parameters

Name Value Example
quickbooks_inventory_account Inventory Account (required) Inventory Asset
quickbooks_cogs_account Cost of Goods Sold Account Cost Of Goods Sold
quickbooks_income_account Income Account Sales of Product Income
quickbooks_track_inventory Track inventory false

Return webhooks

Creates a credit memo on github. No specific parameters needed.

Inventory webhook

Name Value Example
quickbooks_poll_stock_timestamp Stock polling timestamp 2014-01-29T03:14:07+00:00

Contributing

  1. Fork it
  2. Create your feature branch (git checkout -b my-new-feature)
  3. Commit your changes (git commit -am 'Add some feature')
  4. Push to the branch (git push origin my-new-feature)
  5. Create new Pull Request