Quickbooks-Ruby

Build Status

Integration with Quickbooks Online via the Intuit Data Services v3 REST API.

NOTE: If you are looking for the v2 API then you need to use my other library - Quickeebooks:

https://github.com/ruckus/quickeebooks

This library communicates with the Quickbooks Data Services v3 API, documented at:

Data Services v3

Requirements

This has been tested on 1.9.3, 2.0.0, and 2.1.0.

Ruby 1.8.7 and 1.9.2 are not supported.

Dependencies

Gems:

  • oauth
  • roxml : Workhorse for (de)serializing objects between Ruby & XML
  • nokogiri : XML parsing
  • active_model : For validations

Getting Started & Initiating Authentication Flow with Intuit

What follows is an example using Rails but the principles can be adapted to any other framework / pure Ruby.

Create a Rails initializer with:

QB_KEY = "your apps Intuit App Key"
QB_SECRET = "your apps Intuit Secret Key"

$qb_oauth_consumer = OAuth::Consumer.new(QB_KEY, QB_SECRET, {
    :site                 => "https://oauth.intuit.com",
    :request_token_path   => "/oauth/v1/get_request_token",
    :authorize_url        => "https://appcenter.intuit.com/Connect/Begin",
    :access_token_path    => "/oauth/v1/get_access_token"
})

To start the authentication flow with Intuit you include the Intuit Javascript and on a page of your choosing you present the "Connect to Quickbooks" button by including this XHTML:

<!-- somewhere in your document include the Javascript -->
<script type="text/javascript" src="https://appcenter.intuit.com/Content/IA/intuit.ipp.anywhere.js"></script>

<!-- configure the Intuit object: 'grantUrl' is a URL in your application which kicks off the flow, see below -->
<script>
intuit.ipp.anywhere.setup({menuProxy: '/path/to/blue-dot', grantUrl: '/path/to/your-flow-start'});
</script>

<!-- this will display a button that the user clicks to start the flow -->
<ipp:connectToIntuit></ipp:connectToIntuit>

Your Controller action (the grantUrl above) should look like this:

  def authenticate
    callback = quickbooks_oauth_callback_url
    token = $qb_oauth_consumer.get_request_token(:oauth_callback => callback)
    session[:qb_request_token] = token
    redirect_to("https://appcenter.intuit.com/Connect/Begin?oauth_token=#{token.token}") and return
  end

Where quickbooks_oauth_callback_url is the absolute URL of your application that Intuit should send the user when authentication succeeeds. That action should look like:

def oauth_callback
    at = session[:qb_request_token].get_access_token(:oauth_verifier => params[:oauth_verifier])
    token = at.token
    secret = at.secret
    realm_id = params['realmId']
    # store the token, secret & RealmID somewhere for this user, you will need all 3 to work with Quickeebooks
end

:star: Also, check out regular Quickeebooks contributor, minimul's, article Get started integrating Rails 4 and QuickBooks Online with the Quickeebooks Gem for a step-by-step guide.

Creating an OAuth Access Token

Once you have your users OAuth Token & Secret you can initialize your OAuth Consumer and create a OAuth Client using the $qb_oauth_consumer you created earlier in your Rails initializer:

access_token = OAuth::AccessToken.new($qb_oauth_consumer, access_token, access_secret)

Getting Started - Retrieving a list of Customers

The general approach is you first instantiate a Service object based on the entity you would like to retrieve. Lets retrieve a list of Customers:


service = Quickbooks::Service::Customer.new
service.company_id = "123" # also known as RealmID
service.access_token = access_token # the OAuth Access Token you have from above

customers = service.query() # Called without args you get the first page of results

# yields

customers.entries = [ .. array of Quickbooks::Model::Customer objects .. ]
customers.start_position = 1 # the current position in the paginated set
customers.max_results = 20 # the maximum number of results in this query set

Under the hood Intuit uses a simple SQL-like dialect for retrieving objects, the above no-arg use of query() issued a Select * From Customer.

You can issue your own query by passing the complete and valid query as the first argument:

customers.query("Select Id, GivenName From Customer")

Each Entity has different fields you can retrieve & filter on. Refer to Intuit documentation for details.

Pagination

Do not pass pagination parameters in your query - pass them as additional options, using :page and :per_page:

# to use the default query
customers.query(nil, :page => 2, :per_page => 25)

# to use a custom query: find customers updated recently and only select a few attributes
query = "Select Id, GivenName From Customer Where Metadata.LastUpdatedTime>'2013-03-13T14:50:22-08:00' Order By Metadata.LastUpdatedTime"
customers.query(query, :page => 2, :per_page => 25)

Retrieving a single object

You can retrieve a specific Intuit object like so:

customer = service.fetch_by_id("99")
puts customer.company_name
=> "Acme Enterprises"

Updating an object

By default updating an object will un-set any attributes that are NOT specified in the update request. That is, the update is NOT sparse by default. Thus, be careful as you might accidentally unset attributes that you did not specify.

Example:


# fetch a Customer to change their name
customer = service.fetch_by_id("99")
customer.company_name = "Neo Pets"
service.update(customer)

In the above example since we retrieved all fields and then just changed a single attribute, we have given the "complete" entity back to Intuit and effectively only the name is changed.

If you don't have the complete object on hand and only want to change a couple of attributes without un-setting what you are not specifying than you want to use a sparse update:

# update a Customer's name when we only know their ID
customer = Quickbooks::Customer::Model.new
customer.id = 99
customer.company_name = "New Company Name"
service.update(customer, :sparse => true)

Generating an Invoice

A complete example on generating a basic invoice:

# Given a Customer with ID=99 lets invoice them for an Item with ID=500
invoice = Quickbooks::Model::Invoice.new
invoice.customer_id = 99
invoice.txn_date = Date.civil(2013, 11, 20)
invoice.doc_number = "1001" # my custom Invoice # - can leave blank to have Intuit auto-generate it

line_item = Quickbooks::Model::InvoiceLineItem.new
line_item.amount = 50
line_item.description = "Plush Baby Doll"
line_item.sales_item! do |detail|
  detail.unit_price = 50
  detail.quantity = 1
  detail.item_id = 500 # Item ID here
end

invoice.line_items << line_item

service = Quickbooks::Service::Invoice.new
service.company_id = "123"
service.access_token = access_token
created_invoice = service.create(invoice)
puts created_invoice.id
=> 234

Notes: line_item.amount must equal the unit_price * quantity in the sales detail packet - otherwise Intuit will raise an exception.

Deleting an Object

Use Service#delete which returns a boolean on whether the delete operation succeeded or not.

service.delete(customer)
=> returns boolean

Logging

Quickbooks.log = true

Entities Implemented

Entity Create Update Query Delete Fetch by ID Other
Account yes yes yes yes yes
Attachable no no no no no
Bill yes yes yes yes yes
Bill Payment yes yes yes yes yes
Class no no no no no
Company Info n/a n/a yes n/a yes
Credit Memo yes yes yes no no
Customer yes yes yes yes yes
Department no no no no no
Employee yes yes yes yes yes
Entitlements no no no no no
Estimate yes yes yes yes yes
Invoice yes yes yes yes yes
Item yes yes yes yes yes
Journal Entry no no no no no
Payment yes yes yes yes yes
PaymentMethod yes yes yes yes yes
Preferences no no no no no
Purchase yes yes yes yes yes
Purchase Order yes yes yes yes yes
Sales Receipt yes yes yes yes yes
Sales Rep no no no no no
Sales Tax no no no no no
Sales Term no no no no no
Tax Code no no no no no
Tax Rate no no no no no
Term yes yes yes yes yes
Time Activity no no no no no
Tracking Class no no no no no
Vendor no no no no no
Vendor Credit yes yes yes yes yes

TODO

  • Implement other Line Item types, e.g. DiscountLineDetail, DescriptionLineDetail for Invoices

Author

Cody Caughlan

License

The MIT License

Copyright (c) 2013

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.