Integration with Quickbooks Online via the Intuit Data Services REST API.

This library communicates with the Quickbooks Data Services v2 API, documented at:

Data Services v2

When Intuit finalizes the v3 API I would like to move to that version as it appears to be better structured and has JSON request/response formats, which should be easier to work with than XML.

This is being developed on Ruby 1.9.2. Other versions/VMs are untested but Ruby 1.8 should work in theory.

Gems:

• oauth
• roxml : Workhorse for (de)serializing objects between Ruby & XML
• nokogiri : XML parsing
• active_model : For validations

This library assumes you already have an OAuth token and secret. You can then initialize your OAuth Consumer and create a OAuth Client via:

QB_KEY = "your-qb-key"
QB_SECRET = "your-qb-secret"

qb_oauth_consumer = OAuth::Consumer.new(QB_KEY, QB_SECRET, {
    :site                 => "https://oauth.intuit.com",
    :request_token_path   => "/oauth/v1/get_request_token",
    :authorize_path       => "/oauth/v1/get_access_token",
    :access_token_path    => "/oauth/v1/get_access_token"
})

oauth_client = OAuth::AccessToken.new(qb_oauth_consumer, access_token, access_secret)

IDS provides 2 APIs, one for interacting with Quickbooks Online resources and one for Quickbooks Windows resources.

See: https://ipp.developer.intuit.com/0010_Intuit_Partner_Platform/0050_Data_Services

As of this time Quickeebooks has a little more features for Online API vs Windows API. Ultimately the Quickeebooks API should be the same and its just a matter of instantiating the correct classes.

For example:

# Instantiate a Online API
customer_service = Quickeebooks::Online::Service::Customer.new(oauth_client, realm_id)
customer_service.list 

# Instantiate a Windows API
customer_service = Quickeebooks::Windows::Service::Customer.new(oauth_client, realm_id)
customer_service.list 

All of the documentation below is geared towards the Online flavor but unless noted one should be able to replace it with Windows.

Now we can initialize any of the `Service` clients:

```ruby
customer_service = Quickeebooks::Online::Service::Customer.new(oauth_client, realm_id)
customer_service.list 

# returns a `Collection` object

See Retrieving Objects for the complete docs on fetching collections.

Quickbooks API requires that all HTTP operations are performed against a client-specific "Base URL", as discussed here:

Getting the Base URL

Quickeebooks will attempt to determine the base URL for the given OAuth client and Realm. This comes at the cost of the overhead of making that initial request. A customers Base URL should not change so if you know it ahead of time then you can specify it as the third argument to the service constructor. For example:

customer_service = Quickeebooks::Online::Service::Customer.new(oauth_client, realm_id, "https://qbo.intuit.com/qbo36")

Use a Service sub-class to fetch objects of that resource and specifically use the list method.

The signature of the list method is:

list(filters = [], page = 1, per_page = 20, sort = nil, options = {})

Where filters is an array of Filter objects (see below). Pagination is set to page 1 and 20 results per page by default. Pass a Sort object for any desired sorting or just let Intuit use the default sorting for that resource (see below for more sorting options).

Specify none of these to get the defaults:

customer_service = Quickeebooks::Online::Service::Customer.new(oauth_client, realm_id,)
# fetch all customers with default parameters (pagination, sorting, filtering)
customers = customer_service.list

Return result: a Collection instance with properties: entries, current_page, count which should be self-explanatory.

All filters in the Intuit documentation are supported: text, datetime, boolean.

Construct an instance of Quickeebooks::Online::Service::Filter with the type of filter, one of: :text, :datetime, :boolean.

Pass an array of Quickeebooks::Online::Service::Filter objects as the first argument to the Services list method and all filters will be applied.

Specify a type of :text and your desired :field and a :value clause which will enforce an exact match.

Note: the Intuit API is case-INSENSITIVE.

Quickeebooks::Online::Service::Filter.new(:text, :field => 'FamilyName', :value => 'Richards')

Specify a type of :datetime and your desired :field than any combination of: :before and :after

Examples:

# find all customers created after 2/15/2011
datetime = Time.mktime(2011, 2, 15)
Quickeebooks::Online::Service::Filter.new(:datetime, :field => 'CreateTime', :after => datetime)

# find all customers created before 3/28/2011
datetime = Time.mktime(2011, 2, 28)
Quickeebooks::Online::Service::Filter.new(:datetime, :field => 'CreateTime', :before => datetime)

# find all customers created between 1/1/2011 and 2/15/2011
after = Time.mktime(2011, 1, 1)
before = Time.mktime(2011, 2, 15
Quickeebooks::Online::Service::Filter.new(:datetime, :field => 'CreateTime', :after => after, :before => before)

Specify a type of :boolean and your desired :field and a :value with either true or false

# find all customers and exclude jobs
Quickeebooks::Online::Service::Filter.new(:boolean, :field => 'IncludeJobs', :value => false)

Specify a type of :number and an operator, one of: :gt, :lt, or :eq.

# find all customers and exclude jobs
Quickeebooks::Online::Service::Filter.new(:number, :field => 'Amount', :gt => 150)

Once you have created all of your Filters than just pass an array of them to any services list method and they will all be applied.

Example: find all Customers with a last name of 'Richards' who have been created before Feb 25, 2012:

filters = []
filters << Quickeebooks::Online::Service::Filter.new(:text, :field => 'FamilyName', :value => 'Richards')
datetime = Time.mktime(2011, 2, 25)
filters << Quickeebooks::Online::Service::Filter.new(:datetime, :field => 'CreateTime', :before => datetime)
customer_service = Quickeebooks::Online::Service::Customer.new(oauth_client, realm_id)
customers = customer_service.list(filters)

Create an instance of Quickeebooks::Service::Sort where the first argument is the field and the second is the sorting direction/logic.

See Sorting and Pagination for the complete set of sorting options.

Example

sorter = Quickeebooks::Online::Service::Sort.new('FamilyName', 'AtoZ')

Goal: fetch all customers with a last name of Smith starting at the first page with a per page size of 30, created between May and August of 2011 and sort by last name from A-to-Z.

filters = []
filters << Quickeebooks::Online::Service::Filter.new(:text, :field => 'FamilyName', :value => 'Smith')

d1 = Time.mktime(2011, 5, 1)
d2 = Time.mktime(2011, 8, 1)
filters << Quickeebooks::Online::Service::Filter.new(:datetime, :field => 'CreateTime', :after => d1, :before => d2)

sorter = Quickeebooks::Online::Service::Sort.new('FamilyName', 'AtoZ')

customer_service = Quickeebooks::Online::Service::Customer.new(oauth_client, realm_id)
customers = customer_service.list(filters, 1, 30, sort)

# returns
 
customers.count
=> 67

customers.current_page
=> 1

customers.entries 
=> [ #<Quickeebooks::Online::Model::Customer:0x007f8e29259770>, #<Quickeebooks::Online::Model::Customer:0x0078768202020>, ... ]

Use the Service instance to fetch an object by its id using the fetch_by_id method:

# fetch the Customer object with an id of 100
customer_service = Quickeebooks::Online::Service::Customer.new(oauth_client, realm_id)
customer = customer_service.fetch_by_id(100)
customer.name
=> John Doe

Create or fetch an instance of a Model object and pass it to the corresponding service create or update method.

You will need make sure you supply all required fields for that Intuit object, so consult the documentation. For instance the documentation for a Customer object is at: Intuit Customer Object

Pass an instance of your object to the create method on its related Service:

customer_service = Quickeebooks::Online::Service::Customer.new(oauth_client, realm_id)
customer = Quickeebooks::Online::Model::Customer.new
customer.name = "Richard Parker"
customer.email = "[email protected]"
customer_service.create(customer)

Pass an instance of your object to the update method on its related Service:

customer_service = Quickeebooks::Online::Service::Customer.new(oauth_client, realm_id)
customer = customer_service.fetch_by_id(100)
customer.name = "Richard Parker"
customer.email = "[email protected]"
customer_service.update(customer)

All Service objects (Quickeebooks::Online::Service::Customer, Quickeebooks::Online::Service::Account, Quickeebooks::Online::Service::Invoice, etc) have a simple API for CRUD operations. Some service objects have additional functionality (for example the Invoice object can fetch a PDF representation of an invoice). See notes below for each service.

create(object)
update(object)
list()
fetch_by_id(object_id)
delete(object)

Current Services:

• Account
• Customer
• Invoice
• Item

The Quickeebooks::Online::Service::Invoice has the ability to retrieve an invoice as a PDF document:

invoice_as_pdf(invoice_id)

The invoice_as_pdf method returns a string representing the path to the PDF on the local disk. The method uses ENV['TMPDIR'] to write the file to a temporary storage location. Note: it is up to you the caller to remove or clean up the file when you are done.

Cody Caughlan

The MIT License

Copyright (c) 2012

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.