QuickBooks Connect 2016 - Building your first QuickBooks App integration
•Download as PPTX, PDF•
1 like•1,097 views
You've got a great small business SaaS app. You know that your app and your customers will benefit from a deep integration with QuickBooks. This session will teach you how to use Intuit's dev tools and APIs to integrate your app with QuickBooks and publish it on the QuickBooks App Store. Key Takeaways: • Learn what is possible with the QuickBooks API and common integration points. • Learn what developer resources are available from Intuit. • Learn how to publish your app on Apps.com.
Recommended
Recommended
More Related Content
What's hot
What's hot (20)
Viewers also liked
Viewers also liked (20)
Similar to QuickBooks Connect 2016 - Building your first QuickBooks App integration
Similar to QuickBooks Connect 2016 - Building your first QuickBooks App integration (20)
More from Intuit Developer
Recently uploaded
Recently uploaded (20)
QuickBooks Connect 2016 - Building your first QuickBooks App integration
- 1. Jimmy Wong and Manas Mukherjee Building your first QuickBooks App integration WiFi: QBConnect Password: not required#QBConnect
- 2. 2 Staff Software Engineer at Intuit About today’s speaker Manas Mukherjee Staff Software Engineer @manasmukh #QBConnect | @IntuitDev | @TheJDWong | @manasmukh
- 3. 3 Developer Outreach at Intuit About today’s speaker Jimmy Wong Senior Developer Evangelist @TheJDWong #QBConnect | @IntuitDev | @TheJDWong | @manasmukh
- 4. The best thing about a Boolean is even if you are wrong, you are only off by a bit. - Anonymous
- 5. What functions are available in the QuickBooks Online API? What type of apps can I develop on the QuickBooks Online API? How to get started with Intuit Developer Program Sandbox & SDK’s Creating your App with a hands on demo Publishing on QuickBooks App Store Questions Agenda
- 6. 6 QuickBooks Online #QBConnect | @IntuitDev | @TheJDWong | @manasmukh
- 7. 7 What functions are available in the QuickBooks Online API #QBConnect | @IntuitDev | @TheJDWong | @manasmukh
- 8. 8 What type of Apps can I build? #QBConnect | @IntuitDev | @TheJDWong | @manasmukh
- 9. 9 Examples of existing apps #QBConnect | @IntuitDev | @TheJDWong | @manasmukh
- 10. 10 QuickBooks Apps store #QBConnect | @IntuitDev | @TheJDWong | @manasmukh
- 12. 12 QuickBooks Online API overview #QBConnect | @IntuitDev | @TheJDWong | @manasmukh
- 13. 13 QuickBooks Online API entities Bill BillPayment CreditMemo Deposit Estimate Invoice JournalEntry Payment Purchase PurchaseOrder RefundReceipt SalesReceipt TimeActivity Transfer VendorCredit Account Budget Class CompanyCurrency Customer Department Employee Item JournalCode (FR locale, only) PaymentMethod TaxAgency TaxCode TaxRate TaxService Term Vendor Account List Detail Account Payable Aging Report Balance Sheet Cash Flow Customer Balance Customer Income Expenses by Vendor General Ledger Inventory Valuation Journal Report (FR locale, only) Profit and Loss Sales Reports Tax Summary (FR locale, only) Trial Balance Vendor Balance Attachable Batch ChangeDataCapture CompanyInfo Entitlements ExchangeRate Preferences Reporting OtherTransactionsLists #QBConnect | @IntuitDev | @TheJDWong | @manasmukh
- 14. 14 Official .Net Java PHP Open Source NodeJS Ruby Python Perl Shell scripting QuickBooks Online SDKs #QBConnect | @IntuitDev | @TheJDWong | @manasmukh
- 15. 15 Postman Collection for QuickBooks Online API Explorer Sample Apps QuickBooks Online Sandbox Harmony Design System OAuth Playground Tools #QBConnect | @IntuitDev | @TheJDWong | @manasmukh
- 16. Creating Your First App
- 17. 17 1. Create an Account/Login 2. Create an App in App Center 3. Generate OAuth Tokens 4. Test API Calls in POSTMAN 5. Make API Calls using NodeJS SDK Steps to creating an App #QBConnect | @IntuitDev | @TheJDWong | @manasmukh
- 18. 18 Create an Account/Login #QBConnect | @IntuitDev | @TheJDWong | @manasmukh
- 19. 19 Create an App in Developer Site #QBConnect | @IntuitDev | @TheJDWong | @manasmukh
- 20. 20 Generate OAuth Tokens #QBConnect | @IntuitDev | @TheJDWong | @manasmukh
- 21. 21 Interact with QuickBooks Online using an Echo #QBConnect | @IntuitDev | @TheJDWong | @manasmukh
- 22. 22 Publishing on QuickBooks App Store #QBConnect | @IntuitDev | @TheJDWong | @manasmukh App Developer Intuit 2. Complete App Card & Submit Tech Review 3. Prepare for Security Review Security Review 4. Prepare for Marketing Review Marketing Review 5. Prepare Publishing 1. Meets Tech and Security Reqs Publish to QuickBooks App Store
- 23. Questions?
- 24. Thanks for coming! We’d love your feedback. Before you head out, take a minute to rate this session in the QuickBooks Connect mobile app. Keep the conversation going developer.intuit.com/hub/quickbooks-connect Access Session Slides Engage with Speakers and Fellow Developers Get Questions Answered
Editor's Notes
- Welcome to the our session, we’re going to show you guys how to build your first quickbooks online app today, Is everybody excited?
- Manas Mukherjee is a Staff Software Engineer with the Intuit Developer Group. He works with internal and external developers to build SaaS application on top of the QuickBooks Online ecosystem. He also works on building different SaaS integration model and SDKs to consume REST endpoints, exploring different software/hardware based platforms, building different developer productivity tools, etc. He loves finding ways to use technology to simplify and make lives better.
- As a developer evangelist at Intuit, Jimmy is focused on providing the best developer experience with the QuickBooks Online APIs, helping developers build app integrations and publish them on the QuickBooks App Store at Apps.com. Prior to Intuit, Jimmy was a front end web developer having delved into technologies such as MarkoJS, NodeJS and AngularJS.
- Random funny programming quote to end the thing.
- Onto our agenda.
- Quickbooks online is accounting software, that helps small busineses manage their sales, customers, employees, inventory, expenses, pretty much all parts of their business. No matter how much we can improve the user experience for QuickBooks Online There is still a fundamental problem that small business owners just want focus on their own buisnesses: Coffee shop owners want to make coffee, bike shop owners want to sell bicycles. That is the whole reason we have opened up our APIs and let you build apps, to solve their most pressing needs.
- It’s a fully Restful API, supporting O auth for authentication, and it allows you to access to the functions of QuickBooks online For example, you can Manage customer and vendor data bases, or you can keep track of sales, or get reports on how your business is doing The quickbooks payments api allows you to process payments easily online.
- There are apps that do all sorts of things, but the thing is, there still aren’t enough. You aren’t limited to this, come up with something innovative.
- Here are just some of the examples of these apps T sheets does time sheets We have payal and american express and many others.
- Intui has a marketplace for you to put your apps in front of a huge audience of paying customers. By signing up with Intuit, you have opportunity to publish your app on intuit.apps.com where we already have 400 apps listed on the QuickBooks AppStore. The best thing of the QuickBooks AppStore is that it live within QuickBooks Online so users can sign up for your app without even leaving QuickBooks Online.
- In this diagram pay attention to the center where we have our name list entities of Customer, Vendor, Item which is inventory, and Account For each entity there is a corresponding transaction. So for example, a when you sell something to a customer, you create a money in transaction which can be an invoice, or sales reciept. Whenever the customer actually gives you a payment, you will create a Payment entry.
- To help you get started, we’ve got SDK’s in the following languages. .Net, Java, and PHP And on the open source side we have Ruby NodeJS Perl Python Shell Scripting.
- To help make your lives easier, we’ve created some really helpful tools to get your development started. We have a Postman collection for quickbooks online to help you test out the calls. Another alternative is the API Explorer to try out calls And to get further into code, we have sample apps for you to download to try out. And once you guys get to the point where you want to test your app, we’ve provided a sandbox for you guys to make calls and its totally free! To help you make your app look its best, we’ve also provided Harmony Design System to leverage the look and feel of quickbooks online. Oauth Playground to generate oauth tokens
- To help make your lives easier, we’ve created some really helpful tools to get your development started. We have a Postman collection for quickbooks online to help you test out the calls. Another alternative is the API Explorer to try out calls And to get further into code, we have sample apps for you to download to try out. And once you guys get to the point where you want to test your app, we’ve provided a sandbox for you guys to make calls and its totally free! To help you make your app look its best, we’ve also provided Harmony Design System to leverage the look and feel of quickbooks online. Oauth Playground to generate oauth tokens
- To help make your lives easier, we’ve created some really helpful tools to get your development started. We have a Postman collection for quickbooks online to help you test out the calls. Another alternative is the API Explorer to try out calls And to get further into code, we have sample apps for you to download to try out. And once you guys get to the point where you want to test your app, we’ve provided a sandbox for you guys to make calls and its totally free! To help you make your app look its best, we’ve also provided Harmony Design System to leverage the look and feel of quickbooks online. Oauth Playground to generate oauth tokens
- To help make your lives easier, we’ve created some really helpful tools to get your development started. We have a Postman collection for quickbooks online to help you test out the calls. Another alternative is the API Explorer to try out calls And to get further into code, we have sample apps for you to download to try out. And once you guys get to the point where you want to test your app, we’ve provided a sandbox for you guys to make calls and its totally free! To help you make your app look its best, we’ve also provided Harmony Design System to leverage the look and feel of quickbooks online. Oauth Playground to generate oauth tokens
- To help make your lives easier, we’ve created some really helpful tools to get your development started. We have a Postman collection for quickbooks online to help you test out the calls. Another alternative is the API Explorer to try out calls And to get further into code, we have sample apps for you to download to try out. And once you guys get to the point where you want to test your app, we’ve provided a sandbox for you guys to make calls and its totally free! To help you make your app look its best, we’ve also provided Harmony Design System to leverage the look and feel of quickbooks online. Oauth Playground to generate oauth tokens
- This is a sample PIE CHART using the Subtitle Visual layout. To customize a CHART: Change Fonts, Colors, Sizes, Weights: Select any group of text and adjust using the font setting in the Font group in the Home tab. Select any chart object and adjust using the the controls in the Format tab in Chart Design. Select desired attributes to change: font, size, boldness, line weight, color, etc. Be sure to select colors from the Theme color palette and fonts from Theme Headings or Theme Body. Edit Chart Data: Click the chart to edit, right-click and select Edit Data… to access the underlying Excel spreadsheet or see more options by clicking on the Chart Design tab. Diagnosing Chart Display Errors: If no chart elements appear in your chart it is because either 1) the default template orientation displays data series in rows, not columns, or 2) the axis scale may have to be adjusted. Change Orientation: Click the chart to edit and select the Chart Design tab (or double-click on the chart). Click the Switch Row/Column button. If this button is disabled, click the Select Data button and then click the Switch Row/Column button that appears in a subsequent dialog box, click OK. Change Scale: Right-click the labels next to the chart’s vertical (value) axis, select Format Axis from the pop-up menu. With Axis Options selected on the left, check all boxes under Auto to automatically provide the appropriate scale based on the data. You can enter your own fixed values by typing into the boxes provided to the right. Click Close when done. Copying Data From an Existing Excel Spreadsheet: From the existing Excel spreadsheet, select the range of cells to be copied, select copy. In PowerPoint, right-click the chart and select Edit Data… to open the spreadsheet “Chart in Microsoft Office PowerPoint.” Select all cells by clicking the small triangle in the top left corner of worksheet or press CTRL+A, right-click and select Delete. Click in the first empty cell of the spreadsheet and paste to place the data copied from the existing Excel spreadsheet.
- To publish on Apps.com, submit your app to Intuit for review and posting. To distribute your app privately, skip review and share the app yourself.