The "minimul" QuickBooks Online API Guide
The "minimul" QuickBooks Online API Guide
Volume I: Best Practices Guide for Connecting and Importing
About the Book
The first goals of most QuickBooks Online integration projects is not only getting connected but to import and persist important QuickBooks entities like customers, vendors, items, etc. You will be surprised how many details you need to know in order to do these aims properly avoiding a poor foundation, which will lead to many bugs and support tickets down the road. Learn these precious integration gems from a seasoned QuickBooks integration professional and in the process enjoy saving money and time by erecting a fantastic groundwork that will make your app soar in profitability.
Table of Contents
- Preface
-
Constituting and persisting the QuickBooks API connection
- Database columns for persisting OAuth credentials
- Encrypting Persisted OAuth information
- Setting the stage for OAuth auto-renewing
- Sensitive Information in Rails
- Important libraries
- Conclusion
-
Properly handling OAuth
- Basic OAuth2 flow
- The redirect_uri
- Conclusion
-
The QuickBooks Connect Button
- Note on Turbolinks
- Connect button page code
- Click the “Connect” button
- Auto-renew the OAuth credentials
- Disconnecting
- Conclusion
-
Importing Basics
- In the Background
- Importing Customers and Vendors
- Conclusion
-
Advanced QBO Customer and Vendor Importing
- Why not just key off of the QBO Id?
- OK, I get that the DisplayName is important but then why record the QBO Id?
- Using an existing column to sync the DisplayName.
- Parsing deeply nested JSON
-
When would I need to use
Hashie::Extensions::DeepLocate
? - Conclusion
-
Importing the Chart of Accounts
- Important attributes
- Chart of Accounts is read-only.
- Conclusion
-
Importing the Items
- QBO Items usually are broad
- Inventory Items
- Associations
- Conclusion
-
Bulk Importing
- The Problem
- The Solution
- Refactor Import Code
- Additional advantages
- When To Use
- Conclusion
-
One Off Importing
- Manually kicking off an import
- Conclusion
- What’s Next?
- Dedication
- Notes
The Leanpub 60 Day 100% Happiness Guarantee
Within 60 days of purchase you can get a 100% refund on any Leanpub purchase, in two clicks.
Now, this is technically risky for us, since you'll have the book or course files either way. But we're so confident in our products and services, and in our authors and readers, that we're happy to offer a full money back guarantee for everything we sell.
You can only find out how good something is by trying it, and because of our 100% money back guarantee there's literally no risk to do so!
So, there's no reason not to click the Add to Cart button, is there?
See full terms...
Earn $8 on a $10 Purchase, and $16 on a $20 Purchase
We pay 80% royalties on purchases of $7.99 or more, and 80% royalties minus a 50 cent flat fee on purchases between $0.99 and $7.98. You earn $8 on a $10 sale, and $16 on a $20 sale. So, if we sell 5000 non-refunded copies of your book for $20, you'll earn $80,000.
(Yes, some authors have already earned much more than that on Leanpub.)
In fact, authors have earnedover $13 millionwriting, publishing and selling on Leanpub.
Learn more about writing on Leanpub
Free Updates. DRM Free.
If you buy a Leanpub book, you get free updates for as long as the author updates the book! Many authors use Leanpub to publish their books in-progress, while they are writing them. All readers get free updates, regardless of when they bought the book or how much they paid (including free).
Most Leanpub books are available in PDF (for computers) and EPUB (for phones, tablets and Kindle). The formats that a book includes are shown at the top right corner of this page.
Finally, Leanpub books don't have any DRM copy-protection nonsense, so you can easily read them on any supported device.
Learn more about Leanpub's ebook formats and where to read them