The "minimul" QuickBooks Online API Guide
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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.

About the Author

Christian Pelczarski
Christian Pelczarski

Hi, I am from Nelson, NH and I specialize in solving QuickBooks integration problems.

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

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