Data import from Excel to QBO

Sample App in Python that implements Connect to Quickbooks button and imports customer data from Excel to QBO company.

This sample app is meant to provide working example of how to make API calls to Quickbooks. Specifically, this sample application demonstrates the following:

• OAuth2 sample app for a QuickBooks Online company.
• Creating a QB customer that are added from Excel file using Customer API.
• Gets company data using CompanyInfo API

Please note that while these examples work, features not called out above are not intended to be taken and used in production business applications. In other words, this is not a seed project to be taken cart blanche and deployed to your production environment. For example, certain concerns are not addressed at all in our samples (e.g. security, privacy, scalability). In our sample apps, we strive to strike a balance between clarity, maintainability, and performance where we can. However, clarity is ultimately the most important quality in a sample app.

Requirements

1. Python 3.6
2. A developer.intuit.com account
3. An app on developer.intuit.com and the associated app keys:
   • Client Id and Client Secret for OAuth2 apps; Configure the RedirectUri[http://localhost:5000/callback] in your app's Keys tab on the Intuit developer account, only Accounting scope needed
4. This sample app uses several libraries listed in requirements.txt which need to be installed including flask, openpyxl, requests_oauthlib

First Time Instructions

1. Clone the GitHub repo to your computer
2. Fill in your config.py file values by copying over from the keys section for your app

Running the code

1. cd to the project directory
2. pip install -r requirements.txt
3. Run the command: python app.py for MacOS/Linux
4. open a browser and enter http://localhost:5000

High Level Project Overview

1. app.py module contains all routes for the Flask web app
2. QBOService.py class creates a Customer in QBO and gets QBO company info

Utility modules

3. excel.py module deals with importing data from Leads.xlsx and editing it
4. context.py class for request context object which has all tokens and realm required to make an API call
5. APICallService.py module has POST and GET methods for QBO API
6. OAuth2Helper.py module has the methos required for OAuth2 flow

Note: For other OAuth2 services like Refresh token, Revoke token, etc, refer to this app