Hello All,
It would be valuable for users of my SaaS app if they could integrate with QuickBooks. I’m on a mission to see how easy that actually is. I’m starting with the ZeroCode QuickBooks Accounting Plugin. I know there’s other options for anyone in the Bubble ecosystem, but this one seems to be the easiest and quickest option. So far setup has been easy.
If you’re interested in adding QuickBooks to your bubble app, follow me through this journey - as I try and make this all work.
Business Objective:
Users of my SaaS product could login to their own QB account through my app. They should be able to perform multiple tasks, such as: find QB customer info in my app, create QB invoices for specific customers through my app, etc.
Purpose of this Thread:
I will walk you through how I accomplish each step, and then will post an update each time I get stuck. The number of updates will be determined by how often I get stuck. (Hopefully you will get just one more long update when I’m done)
UPDATE #1
@zeroqode1 I need help getting my repeating group and drop down to display customer information from QuickBooks. I can’t get it to work.
I purchased the QuickBooks Accounting Plugin. I followed your documentation and even referenced your bubble demo to preview the settings. By the way, it seems like your live demo is not actually working (just an FYI). Below is a detailed account of exactly what I did (you might want to jump to step 8). I’ve gotten everything working to the point where a user would click on the “Connect to QuickBooks” button to authorize the account and then it would redirect back to my app and the URL would display the realmld.
I’m stuck with getting the repeating group and drop down to display the customer data from QuickBooks. I followed your bubble demo workflows and repeating group settings, and it still won’t work.
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I created a new app in QuickBooks
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Then in QuickBooks, I updated my URLs under Development > Keys & Oauth > App URLs. I clicked save and then it confirmed the change.
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Then in QuickBooks I navigated to Development > Keys & Oauth > Redirect URIs. I then clicked “Add URI” and entered my redirect info. I clicked save and got confirmation.
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After completing 1-3 above for Development mode, I completed all of the details for the settings and then completed the same steps for Production mode. Then I hit Save and got confirmation.
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I went into bubble and navigated to my Plugins page. I clicked on the QuickBooks accounting plugin and added my ID and secret for both Dev and Production.
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In bubble, I built a new page to test the QuickBooks integration. The page consisted of two items. The button to login through QB and a drop-down to display customer information.
- Here’s the workflow when the user clicks on the button to connect with Qb
- Here are the details for the drop-down data and information.
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I tested it out and it seems to link with my QuickBooks account. It redirects back to my page without any errors and the URL shows the “realmld” - Good - it seems to work this far.
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However, I could not get my above drop-down to display info from QuickBooks. I looked over your bubble demo to review how ZeroCode set up the repeating group and workflows for login and decided to match it. So I added a repeating group and updated workflows as such:
- The customer info will still not show. I went back to QuickBooks to make sure I was searching for the correct type of info - which I am. Here’s a screen shot from the dummy QB account I created.
Note to people following along:
There’s two ZeroCode Quickbook apps - “Accounting” and “Authorization”. Accounting is apparently for users of your app to link with their own QB data. Authorization is apparently for only you to login to your QB account through your app (I’m guessing this would be for internal software use cases). I am starting with “Accounting” since I would like multiple users of my app to integrate with their own Qb account.
