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.
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
- Navigate to the Design section and add the Pathfix Connector element to your page
- Select 'All providers configured in my Pathfix account'
- Note: If you have multiple providers configured in your Pathfix account and only wish to show Quickbooks, add the name quickbooks under List of Providers
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
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 2.2.3):
The plugin calls the relevant APIs, there is no coding or additional API setup required to call any of these APIs. Simply select the data type from the API provider dropdown
Pick the data you want to show from the User's QB connected account
Pull Dynamic data into your Bubble app
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:
Once you have the relevant fields setup, you can create a Workflow that triggers when the user clicks on the button.
Replace the relevant fields with the Inputs received from your user. Here is an example of the Workflow setup.
There are multiple actions that you can set up based on your use case and requirement.
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
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