Zoho FSM | Integrate with QuickBooks

Integrate with QuickBooks

QuickBooks is an accounting software. This help document details the steps to integrate QuickBooks with FSM. It broadly consists of the following:
  1. Create a connection for QuickBooks
  2. Create a custom function in FSM

Create a connection for QuickBooks

  1. Navigate to Setup > Automation > Connections.
  2. Select Default Services and click QuickBooks.



  3. Click Create Connection.



  4. Enter the following details and click Create And Connect:
    a. Enter a Connection Name, say QuickBooks.
        The Connection Link Name will be populated automatically.
    b. Disable Use Credentials of Login User.
    c. Select the scope com.intuit.quickbooks.accounting.



  5. Click Connect.



  6. Click Proceed on the authorization screen.



  7. Log in to your QuickBooks account.



  8. Choose an option for verification.



  9. Complete the verification.

The connection for QuickBooks is created successfully.
 

Create a custom function in FSM

Here is a sample custom function. This will retrieve the details of a customer. Similarly, you can write custom functions as per your business requirements.
  1. Navigate to Setup > Automation > Functions and click Create Function.
  2. Enter the following details:
    a. Function Name: QuickBooksTest
    b. Select a Module, say, Contacts
    c. Copy the script below:


      response = invokeurl
      [
       url :"https://quickbooks.api.intuit.com/v3/company/<companyId>/customer/<customerId>"
       type :GET
       connection:"quickbooks"
      ];
      info response;

In the script, provide the values for:
  1. companyId
    The Company ID can be found at Settings > Account and Settings > Billing & subscription. Remove the spaces in the Company ID.



  2. customerId
    Select a customer from the Customers & leads menu. The Customer ID (nameId) can be found in the address bar.



  3. the value to be given for connection is the Connection Link Name (refer to the screenshot below).

To test the function, do the following: 
  1. In the Deluge Script Editor, click Save & Execute.



  2. In the Execute Function pop-up, enter a Record ID or click Click here to get the list to obtain the list of available records.



  3. Select a record and click Execute.



  4. Click Execute.


The result of the function will be displayed.