Setup

Description

QuickBooks Setup

Once you have access credentials from QuickBooks that include application token, customer token, customer secret, as well as the URL to your specific account of QuickBooks, you can use this setup to establish and test the connections between MoversSuite and your QuickBooks Online account.

This setup also allows you to import into MoversSuite the latest customers, vendors, and revenue items from your QuickBooks account.

QuickBooks Item Mapping Setup

Use this setup to link QuickBooks customers, vendors, and revenue items to MoversSuite item codes in order to enable account transaction generation between the two systems.

Security Modules

Confirm with MoversSuite that the QuickBooks Api module is enabled and that the Dynamics GP Api is turned off. Note: This typically occurs automatically when MoversSuite is installed or upgraded.

The QuickBooks Api module does not affect user access and requires no security access other than those related to revenue functions specifically, such as access privileges to the Revenue Entry modules (refer to Security Modules).

IMPORTANT

Credentials, including a CompanID and AppName, must be established on your system along with having the QuickBooks Api module enabled prior to attempting to connect to QuickBooks.

QuickBooks Api is a RESTful service that handles connections to QuickBooks and processes the token verification.

Contact MoversSuite Support Team for more information.

TECHNICAL NOTE

You can query tables on an active QuickBooks instance through the use of two API end points, allowing you to query and view table data created through the QuickBooks Integration. The following API calls are available to query QuickBooks data.

XML QuickBooks API Query

http://[server]/[api]/quickbooks/query/[SQL Statement]

Example:

http//myserver:9999/api.aspx/quickbooks/query/select * from vendor where id=’56’

Output: Query data in XML format listing vendors with an id of “56”

JSON QuickBooks API Query

http://[server]/[api]/quickbooks/queryjson/[SQL Statement]

Example:

http//myserver:9999/api.aspx/quickbooks/queryjson/select * from vendor where id=’56’

Output: Query data in JSON format listing vendors with an id of “56”

Upon a successful call, the data is returned to your screen. You can copy and paste this data into a viewer to verify the data.