quickbooks-insight

Developer Docs for the Quickbooks Insight AppExchange Application

Post Installation Instructions

Authentication

• Click on Setup | Named Credentials
• Edit the Quickbooks Insight Named Credential
• Click Save, you will be prompted to authenticate into Quickbooks

Adding the component to a Lightning Page

• While on a Page, click the Gear at the top, then Edit Page
• Drag the lightning component to the desired spot on the page
• Modify the properties on the component
• Specify the correct Quickbooks Object
• Enter a comma separated string of Quickbooks Object Fields you want displayed

API Usage

You can interact directly with Quickbooks via the API class

Map<String,Object> res = QBI.API.retrieveRecord(String objectName, String qbId);
Map<String,Object> res = createRecord(String resourceName, Map<String,Object> record);
Map<String,Object> res = updateRecord(String resourceName, Map<String,Object> record, Boolean sparse);
Map<String,Object> res = queryRecords(String queryString);

Object Definitions can be found at https://developer.intuit.com/docs/api/accounting

Release Notes

1.2 : 2018-01-12

• Fix: Updated URL for Logo

1.1 : 2017-09-08

• Enhancement: Added public API methods

1.0 : 2017-09-01

• Enhancment: Lightning Component to view QB data