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Setup Guide

Note: You’ll need to create a new QuickBooks app if you don’t already have one.
You can find your QuickBooks app credentials by visiting your QuickBooks developer portal. You’ll need the following information to set up your QuickBooks App with Paragon Connect:
  • Client ID
  • Client Secret
  • Scopes Requested

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Prerequisites

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Add the Redirect URL to your QuickBooks app

Paragon provides a redirect URL to send information to your app. To add the redirect URL to your QuickBooks app:
  1. Copy the link under “Redirect URL” in your integration settings in Paragon. The Redirect URL is:
https://passport.useparagon.com/oauth
  1. Log in to your QuickBooks developer dashboard and select your application.
  2. Depending on whether your application is in Development (Sandbox) or Production, go to Keys & OAuth > Redirect URIs.
  3. Paste-in Paragon Connect’s redirect URL found in Step 1.
  4. Press the blue Save button at the bottom of the page to save your updates.

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Add your QuickBooks app to Paragon

Under Integrations > Connected Integrations > QuickBooks > App Configuration > Configure, fill out your credentials from the end of Step 1 in their respective sections:
  • Client ID: Found under Keys & OAuth > Keys > Client ID on your QuickBooks App page.
  • Client Secret: Found under Keys & OAuth > Keys > Client Secret on your QuickBooks App page.
  • Permissions: Select the scopes you’ve requested for your application. For a list of recommended scopes, please view this integration within your Paragon dashboard. View dashboard.
Press the purple “Save Changes” button to save your credentials.
Note: Leaving the Client ID and Client Secret blank will use Paragon development keys.

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Connecting to QuickBooks

Once your users have connected their QuickBooks account, you can use the Paragon SDK to access the QuickBooks API on behalf of connected users. See the QuickBooks REST API documentation for their full API reference. Any QuickBooks API endpoints can be accessed with the Paragon SDK as shown in this example. 
// You can find your project ID in the Overview tab of any Integration

// Authenticate the user
paragon.authenticate(<ProjectId>, <UserToken>);

// Create Customer
await paragon.request("quickbooks", "/customer", { 
  method: "POST",
  body: {
    "FullyQualifiedName": "King Groceries", 
    "PrimaryEmailAddr": {
      "Address": "[email protected]"
    }, 
    "DisplayName": "King's Groceries", 
    "Suffix": "Jr", 
    "Title": "Mr", 
    "MiddleName": "B", 
    "Notes": "Here are other details.", 
    "FamilyName": "King", 
    "PrimaryPhone": {
      "FreeFormNumber": "(555) 555-5555"
    }, 
    "CompanyName": "King Groceries", 
    "BillAddr": {
      "CountrySubDivisionCode": "CA", 
      "City": "Mountain View", 
      "PostalCode": "94042", 
      "Line1": "123 Main Street", 
      "Country": "USA"
    }, 
    "GivenName": "James"
  }
});


// Query Customers
await paragon.request("quickbooks", "/query?query=select * from Customer", { 
  method: "GET"
});

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Building QuickBooks workflows

Once your QuickBooks account is connected, you can add steps to perform the following actions:
  • Get Accounts
  • Get Customers
  • Create Customer
  • Update Customer
  • Get Invoices
  • Create Invoice
  • Update Invoice
  • Send Invoice
  • Get Payments
  • Create Payments
You can also use the QuickBooks Request step to access any of QuickBooks’s API endpoints without the authentication piece. When creating or updating records in QuickBooks, you can reference data from previous steps by typing {{ to invoke the variable menu.

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Using Webhook Triggers

Webhook triggers can be used to run workflows based on events in your users’ QuickBooks account. For example, you might want to trigger a workflow whenever new invoices are created QuickBooks to sync your users’ QuickBooks invoices to your application in real-time.
You can find the full list of Webhook Triggers for QuickBooks below:
  • New Account
  • New Customer
  • Customer Updated
  • New Invoice
  • Invoice Updated
  • New Purchase
  • Purchase Updated