Quickbooks helps you track income, expenses, and stay ready for taxes.
Integrating Quickbooks
To integrate with Quickbooks, you must provide DigiFabster support with your Quickbooks Client ID, Client Secret, and Company ID. You will also need to ensure the redirect URL is correct.
Follow the steps below to find each ID required.
1. You can locate your Client ID and Client Secret from your QuickBooks Online Developer Console. Development Settings > Keys & credentials > Keys
2. Set up the correct redirect URL in Your QuickBooks Online Developer Console. By default, the redirect URL is https://digifabster.com/manage/complete_quickbooksonline_registration/
3. Find your Company ID located under the Company Name.
NOTE: DigiFabster must connect to a Quickbooks Online production account.
Integration Logic
This integration is a one-way sync from DigiFabster to Quickbooks Online.
DigiFabster Orders with the Manufacturing Status of Placed will sync to Quickbooks Online. Replacing the sync logic with an order status other than Placed is possible. If you require this change, let our support team know.
By default, the integration will create an Account, a Customer, and an Invoice.
Create vs Update Logic
After the initial record creation, we store the contact_id, sales_order_id, and invoice_id in DigiFabster. These are then used to identify and update existing records.
When Are Updates Synced from DigiFabster to Quickbooks Online?
Updates are synced from DigiFabster to Quickbooks Online each time a DigiFabster Order is updated.
**IMPORTANT** Updates will only occur when the DigiFabster Order has a Manufacturing Status of Placed. When this status changes, updates will no longer sync to Xero.
What Fields Are Updated?
Updates occur to the same fields populated when a Quickbooks Account, Customer, and Invoice record is created (see below for a list of fields included fields).
The logic above is considered off-the-shelf. If you require a different logic, we are happy to scope the required work and provide a quote for the custom development.
Field Mappings
The fields listed below sync one-way from DigiFabster to a Quickbooks Online Account record.
Account
Name, AccountType
Name – DigiFabster Order company name (Name is derived from the DigiFabster Order address or from the first and last names, depending on whether the billing or delivery addresses exist.
AccountType – hardcoded “Income” type by default
AccountSubType – hardcoded “OtherPrimaryIncome” type by default
NOTE: Additional Account field mappings can be added to the integration. Please let the DigiFabster support team know if additional Account field mappings are required.
Customer
The fields listed below sync one-way from DigiFabster to a Quickbooks Online Customer record.
DisplayName – DF Order buyer’s fullname
GivenName – DF Order first name
FamilyName – DF Order last name
EmailAddr – DF Order email
CompanyName – DF Order company name
NOTE: Additional Cusotmer field mappings can be added to the integration. Please let the DigiFabster support team know if additional Account field mappings are required.
Invoice
The fields listed below sync one-way from DigiFabster to a Quickbooks Online Invoice record.
CustomerRef – QuickBooksOnline Customer ID, which was created in a previous step
ShipAddr – DigiFabster Order delivery address
BillAddr – DigiFabster Order billing address
Line – DigiFabster Order purchases - DetailType, Amount, Description, Qty, UnitPrice
DetailType – hardcoded “SalesItemLineDetail”
Amount – DigiFabster Order unit price * DigiFabster Order amount. Example: “10.00”
Description – string with next data Order #<df_order_id>, Model <df_model_title>, Material <df_material_title>: <df_material_description>, Notes: <df_order_notes>
Qty – DigiFabster Purchase amount. Example: “10”
UnitPrice – DigiFabster Purchase unit price. Example “1000.01”
TxnTaxDetail – “TotalTax” and value of DigiFabster Order tax value. Example: {“TotalTax”: “10”}
TotalAmt – DigiFabster Order total price. Example: “1000.1”
NOTE: Additional Invoice field mappings can be added to the integration. Please let the DigiFabster support team know if additional Account field mappings are required.