Integrating Salesforce Orders with Quickbooks Pt. 2

This post is a continuation of the series started here.

Quickbooks has a lot of great features and is a lot of fun to play around with. Intuit even offers a whole sandbox so we don’t have to mess with our organizational data/ workflow during development.

But, before we get to the meat of the invoice flow, we had to develop a system to integrate with Quickbooks’ Oauth2 authentication.

Here’s how we did it.

We have a lightning component that lives on our primary sales dashboard. When our organization wants to invoice client’s for their orders, we click to “Authorize with Quickbooks”. This opens up an intuit login page. We login with our organizational email and password and Salesforce receives a token. Then, we click to “complete authorization” and subsequently verify the token with Intuit. Once this process is complete we can integrate our data with Quickbooks.

The lightning component includes a text field that identifies whether the token is valid.

Here is the relevant screenshot of the lightning component:

Check out my next post for a deeper dive into the Oauth code!