Quickbooks

QuickBooks is an accounting software system developed by Intuit that helps individuals and businesses manage their financial records. It provides tools for bookkeeping, invoicing, payroll, expense tracking, and financial reporting. QuickBooks Online allows users to access and update their financial data from different devices. The software is widely used by small and medium-sized businesses to organize transactions, reconcile bank accounts, and generate tax-related documentation.

The QuickBooks API allows developers to connect external applications or services with QuickBooks data. Through the API, programs can read and write information such as invoices, payments, customers, and accounts. It supports operations like synchronizing financial data, automating bookkeeping tasks, and integrating with e-commerce or payroll systems. The API uses REST principles and OAuth 2.0 for authentication, offering structured access to accounting resources while maintaining security and compliance with financial data standards.

Documentation URL: https://developer.intuit.com/app/developer/qbo/docs/develop

Installable Elements


Base Elements

These elements are required for the templates below to work

  • Remote Site Setting enabling access to the Authentication URL

  • Remote Site Setting enabling access to the Authentication URL

  • Remote Site Setting enabling access to the Quickbooks Sandbox API base URL

  • Remote Site Setting enabling access to the Quickbooks Production API base URL

  • Authentication Provider Class used to authenticate into Quickbooks API. Used by Authentication Provider below.

  • Authentication Provider used to authenticate into Quickbooks API. Uses the apex class above.

  • Quickbooks Named Credentials for use with a sanbox Quickbooks instance

  • Quickbooks Named Credentials for use with a production Quickbooks instance

Quickbooks Customers

Metadata and API calls for managing Quickbooks customers

  • Quickbooks Id : Custom text field on Account that stores the Quickbooks Customer Id for future use

  • API Callout Template to create a customer in Quickbooks

Quickbooks Invoices

API calls for managing Quickbooks invoices

  • API Callout Template to create an invoice in Quickbooks

In order to install this in your org, you need to access the library from the Declarative Webhooks app in your Salesforce org, Declarative Webhooks Library tab.