quickbooks-module-prodio

quickbooks-module-prodio is NodeJS client for the quickbooks-services-prodio API.

Prerequisite (Things to do before installing this module):

• Clone its dependency repository first on your server git clone https://github.com/ProdioDesignWorks/quickbooks-services-prodio.git
• Navigate to your repo cd quickbooks-services-prodio
• Install dependencies npm install
• Start service node . or npm start or node server/server.js
• Open http://localhost:3040/explorer/ in your browser
• If you've pm2 installed then use this pm2 start server/server.js --name="QB_SERVICE"
• When you install quickbooks-module-prodio, it will ask question for the BASE_URL of this QB_SERVICE - eventually.

Features!

Functions

• Add/Edit/Get Account

• Add/Edit/Get/Delete Client

• Add/Edit/Get/Delete Employees

• Add/Edit/Get/Delete Invoices

• Add/Edit/Get/Delete Payments

• Add/Edit/Get/Delete Vendors

Installation

$ npm install quickbooks-module-prodio@latest --save

FIRST STEP

The QBO has Oauth2.0 Authentication process. So it requires to verify our app FOR THE VERY FIRST TIME MANUALLY, with the QB App created to get app access token, then from next time the code will auto create the refresh token, before the expiration of the current token.

1. You will need to login into QuickBooks developer account.

2. You will have to create a app ( sometimes there is already default app created ).

3. You will have to insert your API Callback URL in the app settings page.

4. You will have to copy clientId and clientSecret keys from the app settings, and put inside the QBConfig.json file.

5. You can make different different apps for diff diff environments.

6. After you the APIs on the host and its running -- use this URL to verify once.

http://{DOMAIN}:3040/api/Oauth2Data/connectQuickBooks

1. Note that, this is One Time Process, which has to be done prior using the APIs.

2. After successful connection, you will see a JSON displayed on the browser. You will have to ignore that.

Initialization

Require the quickbooks-module-prodio module and initialize the quickbooks npm module client.

 
 const qbClass = require('quickbooks-module-prodio');
 const qbObj = new qbClass(BASE_URL); //BASE_URL => is the url where its loopback apis are running. eg. (http://localhost:3040/api/)

Method

1. ADD BUSINESS ACCOUNT:

This will create new business account.

Payload

Key	Type	Value	Description	Required
action	string	CREATE_ACCOUNT	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

Example

    const payload = {
        "action": "CREATE_ACCOUNT",
        "meta": SAMPLE_META_INFO
    };
    //create business in appointment module
    qbObj.execute(payload, function(response) {
        if (typeof response == "string" || typeof response === "string") {
            response = JSON.parse(response);
        }
 
        if (!isNull(response.data)) {
            let serverResponse = response["data"];
            if (typeof serverResponse == "string" || typeof serverResponse === "string") {
                serverResponse = JSON.parse(response["data"]);
            }
 
            if (!isNull(serverResponse.error)) {
                //Error Response
                return cb(new HttpErrors.InternalServerError(response.data.error.message, {
                    expose: false
                }));
            } else {
                // HTTP : 200 , Success Response , Merchant Successfully Created!!
                return cb(null, response.data);
            }
        } else {
            if (!isNull(response["response"])) {
                let serverResponse = response["response"]["data"];
                if (typeof serverResponse == "string" || typeof serverResponse === "string") {
                    serverResponse = JSON.parse(response["response"]["data"]);
                }
 
                let serverResponseError = serverResponse["error"];
                if (typeof serverResponseError == "string" || typeof serverResponseError === "string") {
                    serverResponseError = JSON.parse(serverResponseError["error"]);
                }
 
                let _msg = isNull(serverResponseError["message"]) ? 'Internal Server Error' : serverResponseError["message"];
 
                //Error Response
                return cb(new HttpErrors.InternalServerError(_msg, {
                    expose: false
                }));
            } else {
                let _msg = isNull(response["data"]["message"]) ? 'Internal Server Error' : response["data"]["message"];
 
                //Error Response
                return cb(new HttpErrors.InternalServerError(_msg, {
                    expose: false
                }));
            }
        }
    });

2. EDIT BUSINESS ACCOUNT:

This will edit the business account.

Payload

Key	Type	Value	Description	Required
action	string	EDIT_ACCOUNT	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

3. GET BUSINESS ACCOUNT:

This will get account information from QBO.

Payload

Key	Type	Value	Description	Required
action	string	GET_ACCOUNT	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

4. CREATE CUSTOMER :

This will create customer account in QBO.

Payload

Key	Type	Value	Description	Required
action	string	CREATE_CUSTOMER	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

5. EDIT CUSTOMER :

This will edit customer account in QBO.

Payload

Key	Type	Value	Description	Required
action	string	EDIT_CUSTOMER	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

6. GET CUSTOMER :

This will get customer account from QBO.

Payload

Key	Type	Value	Description	Required
action	string	GET_CUSTOMER	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

7. DELETE CUSTOMER :

This will delete customer account from QBO.

Payload

Key	Type	Value	Description	Required
action	string	DELETE_CUSTOMER	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

7. GET ALL CUSTOMERS :

This will list all customers account from QBO.

Payload

Key	Type	Value	Description	Required
action	string	GETALL_CUSTOMERS	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

8. CREATE EMPLOYEE :

This will create EMPLOYEE account in QBO.

Payload

Key	Type	Value	Description	Required
action	string	CREATE_EMPLOYEE	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

5. EDIT EMPLOYEE :

This will edit EMPLOYEE account in QBO.

Payload

Key	Type	Value	Description	Required
action	string	EDIT_EMPLOYEE	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

6. GET EMPLOYEE :

This will get EMPLOYEE account from QBO.

Payload

Key	Type	Value	Description	Required
action	string	GET_EMPLOYEE	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

7. DELETE EMPLOYEE :

This will delete EMPLOYEE account from QBO.

Payload

Key	Type	Value	Description	Required
action	string	DELETE_EMPLOYEE	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

8. GET ALL EMPLOYEEs :

This will list all EMPLOYEEs account from QBO.

Payload

Key	Type	Value	Description	Required
action	string	GETALL_EMPLOYEES	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

9. CREATE INVOICE :

This will create invoice.

Payload

Key	Type	Value	Description	Required
action	string	CREATE_INVOICE	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

10. EDIT INVOICE :

This will edit given invoice.

Payload

Key	Type	Value	Description	Required
action	string	EDIT_INVOICE	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

11. DELETE INVOICE :

This will delete INVOICE  from QBO.

Payload

Key	Type	Value	Description	Required
action	string	DELETE_INVOICE	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

12. GET ALL INVOICES :

This will list all INVOICES  from QBO.

Payload

Key	Type	Value	Description	Required
action	string	GETALL_INVOICES	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

13. VOID INVOICE :

This will VOID INVOICE  from QBO.

Payload

Key	Type	Value	Description	Required
action	string	VOID_INVOICE	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

14. EMAIL INVOICE :

This will send invoice to given email id.

Payload

Key	Type	Value	Description	Required
action	string	EMAIL_INVOICE	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

15. GET INVOICE PDF :

This will get invoice as pdf.

Payload

Key	Type	Value	Description	Required
action	string	GET_INVOICE_PDF	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

16. CREATE PAYMENT TRANSACTION :

This will create PAYMENT TRANSACTION in QBO.

Payload

Key	Type	Value	Description	Required
action	string	CREATE_PAYMENT	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

17. EDIT PAYMENT TRANSACTION :

This will edit PAYMENT TRANSACTION in QBO.

Payload

Key	Type	Value	Description	Required
action	string	EDIT_PAYMENT	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

18. GET PAYMENT TRANSACTION :

This will get PAYMENT TRANSACTION from QBO.

Payload

Key	Type	Value	Description	Required
action	string	GET_PAYMENT	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

19. DELETE PAYMENT TRANSACTION :

This will delete PAYMENT TRANSACTION from QBO.

Payload

Key	Type	Value	Description	Required
action	string	DELETE_PAYMENT	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

20. GET ALL PAYMENT TRANSACTION :

This will list all PAYMENT TRANSACTION from QBO.

Payload

Key	Type	Value	Description	Required
action	string	GETALL_PAYMENTS	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

21. CREATE VENDOR :

This will create VENDOR account in QBO.

Payload

Key	Type	Value	Description	Required
action	string	CREATE_VENDOR	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

22. EDIT VENDOR :

This will edit VENDOR account in QBO.

Payload

Key	Type	Value	Description	Required
action	string	EDIT_VENDOR	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

23. GET VENDOR :

This will get VENDOR account from QBO.

Payload

Key	Type	Value	Description	Required
action	string	GET_VENDOR	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

24. DELETE VENDOR :

This will delete VENDOR account from QBO.

Payload

Key	Type	Value	Description	Required
action	string	DELETE_VENDOR	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES

25. GET ALL VENDORS :

This will list all VENDORS account from QBO.

Payload

Key	Type	Value	Description	Required
action	string	GETALL_VENDORS	key which defines the type of action to be performed	YES
meta	json	SAMPLE_META_INFO	Json having business details.	YES