12min

Quickbooks (Customer + Invoice)

The Pathfix Quickbooks (Customer + Invoice) plugin enables integration from your Bubble app to your user's Quickbooks for Customer and Invoice.

The plugin will render the Connect button (UI) and calls the relevant Quickbooks API automatically. No configurations required to get the plugin working.

This documentation will show setup guide and a few example use cases.



Setup

The plugin is available in the Bubble Plugin store.

IMPORTANT: You need to install the Pathfix OAuth Connector first before installing this plugin



  • Click on Add Plugin
  • Pick the Quickbooks Connector plugin by Pathfix Inc. and install it (click here to access the plugin)

  • Under x-partner-key (shared headers), add your Pathfix x-partner-key from the Keys section of your Pathfix account
  • If you do not have a Pathfix account, enter the x-partner-key provided by the Pathfix OAuth Connector plugin in preview mode.



Important

The x-partner-key generated by the Pathfix OAuth plugin keys are intended for testing and not production environments. Login to your account and add the provider to use your own keys in Pathfix.



Image: plugin page
Image: plugin page



  • Navigate to the Design section and select the Pathfix Connector element and enable Quickbooks from the list of providers



Image: enable provider
Image: enable provider



Once installed, there are no additional configurations required to get the Plugin to work. You can setup your workflow in Bubble for the Quickbooks API.

The Connect button will automatically be added to your page that contains the Pathfix Connector element. No additional settings are required



Calls and Actions available

Once installed, you can add Dropdown, Text and other elements to pull in Quickbooks data for your users using the plugin and setup Workflows to Quickbooks actions.

List of Calls and Actions available (version 2.2.0):

Image: Calls and Actions v2.2.0
Image: Calls and Actions v2.2.0



The plugin calls the relevant APIs, there is no coding or API setup required. Simply select the data type from the API provider dropdown



Image: Select QB API/Data source
Image: Select QB API/Data source



Pick the data you want to show from the User's QB connected account



Image: QB Repeating Group
Image: QB Repeating Group



Pull Dynamic data into your Bubble app

Image: Dynamic data from plugin
Image: Dynamic data from plugin



Creating Invoice (Example)

One of the APIs the Quickbooks plugins calls is Create an invoice which you can use to trigger the Create invoice API.

You can setup your app with Input fields for Amount and Details of the invoice and add a Button that submits the invoice.

An example is shown in image below:

Image: Create invoice Design
Image: Create invoice Design



Once you have the relevant fields setup, you can create a Workflow that triggers when the user clicks on Submit.

Replace the relevant fields with the Inputs received from your user. Here is an example of the Workflow setup.

Image: Create invoice Workflow
Image: Create invoice Workflow



There are multiple actions that you can set up based on your use case and requirement.



Whitelabel

The plugin works with a Pathfix ClientID and ClientSecret. This means that when your user goes through the OAuth process to grant access, they will see the request by Pathfix.

You can use your own ClientID and ClientSecret in the plugin and whitelabel it.

Follow this document to Whitelabel Your Connectors



Works with

Bubble.io