A Python library for accessing the Quickbooks API.
Project description
# python-quickbooks
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A Python library for accessing the Quickbooks API.
Complete rework of [quickbooks-python](https://github.com/troolee/quickbooks-python).
These instructions were written for a Django application. Make sure to change it to whatever framework/method you're using.
## Connecting your application to Quickbooks Online
1. Create the Authorization URL for your application:
from quickbooks import QuickBooks
quickbooks = QuickBooks(
sandbox=True,
consumer_key=QUICKBOOKS_CLIENT_KEY,
consumer_secret=QUICKBOOKS_CLIENT_SECRET,
callback_url=CALLBACK_URL
)
authorize_url = quickbooks.get_authorize_url()
Store the authorize_url, request_token, and request_token_secret for use in the Callback method.
2. Handle the callback:
quickbooks = QuickBooks(
sandbox=True,
consumer_key=QUICKBOOKS_CLIENT_KEY,
consumer_secret=QUICKBOOKS_CLIENT_SECRET,
callback_url=CALLBACK_URL
)
quickbooks.authorize_url = authorize_url
quickbooks.request_token = request_token
quickbooks.request_token_secret = request_token_secret
quickbooks.set_up_service()
quickbooks.get_access_tokens(request.GET['oauth_verifier'])
realm_id = request.GET['realmId']
access_token = quickbooks.access_token
access_token_secret = quickbooks.access_token_secret
Store realm_id, access_token, and access_token_secret need to be stored for later use.
## Accessing the API
QuickBooks client uses a singleton pattern. Just be sure to create the QuickBooks object before you make any calls to QBO.
Setup the client connection using the stored `access_token` and the `access_token_secret` and `realm_id`:
from quickbooks import QuickBooks
QuickBooks(
sandbox=True,
consumer_key=QUICKBOOKS_CLIENT_KEY,
consumer_secret=QUICKBOOKS_CLIENT_SECRET,
access_token=access_token,
access_token_secret=access_token_secret,
company_id=realm_id
)
If you need to access a minor version (See [Minor versions](https://developer.intuit.com/docs/0100_accounting/0300_developer_guides/minor_versions) for details)
pass in minorversion when setting up the client:
QuickBooks(
sandbox=True,
consumer_key=QUICKBOOKS_CLIENT_KEY,
consumer_secret=QUICKBOOKS_CLIENT_SECRET,
access_token=access_token,
access_token_secret=access_token_secret,
company_id=realm_id,
minorversion=4
)
List of objects:
from quickbooks.objects.customer import Customer
customers = Customer.all()
__Note:__ The maximum number of entities that can be returned in a response is 1000. If the result size is not specified, the default number is 100.
(See [Intuit developer guide](https://developer.intuit.com/docs/0100_accounting/0300_developer_guides/querying_data) for details)
Filtered list of objects:
customers = Customer.filter(Active=True, FamilyName="Smith")
Filtered list of objects with paging:
customers = Customer.filter(start_position=1, max_results=25, Active=True, FamilyName="Smith")
List Filtered by values in list:
customer_names = ['Customer1', 'Customer2', 'Customer3']
customers = Customer.choose(customer_names, field="DisplayName")
List with custom Where Clause (do not include the "WHERE"):
customers = Customer.where("Active = True AND CompanyName LIKE 'S%'")
List with custom Where Clause with paging:
customers = Customer.where("CompanyName LIKE 'S%'", start_position=1, max_results=25)
Filtering a list with a custom query (See [Intuit developer guide](https://developer.intuit.com/docs/0100_accounting/0300_developer_guides/querying_data) for supported SQL statements):
customer = Customer.query("SELECT * FROM Customer WHERE Active = True")
Filtering a list with a custom query with paging:
customer = Customer.query("SELECT * FROM Customer WHERE Active = True STARTPOSITION 1 MAXRESULTS 25")
Get single object by Id and update:
customer = Customer.get(1)
customer.CompanyName = "New Test Company Name"
customer.save()
Create new object:
customer = Customer()
customer.CompanyName = "Test Company"
customer.save()
## Batch Operations
The batch operation enables an application to perform multiple operations in a single request
(See [Intuit Batch Operations Guide](https://developer.intuit.com/docs/0100_accounting/0300_developer_guides/batch_operations) for full details).
Batch create a list of objects:
from quickbooks.batch import batch_create
customer1 = Customer()
customer1.CompanyName = "Test Company 1"
customer1.save()
customer2 = Customer()
customer2.CompanyName = "Test Company 2"
customer2.save()
customers = []
customers.append(customer1)
customers.append(customer2)
results = batch_create(customers)
Batch update a list of objects:
from quickbooks.batch import batch_update
customers = Customer.filter(Active=True)
# Update customer records
results = batch_update(customers)
Batch delete a list of objects:
from quickbooks.batch import batch_delete
customers = Customer.filter(Active=False)
results = batch_delete(customers)
Review results for batch operation:
# successes is a list of objects that were successfully updated
for obj in results.successes:
print "Updated " + obj.DisplayName
# faults contains list of failed operations and associated errors
for fault in results.faults:
print "Operation failed on " + fault.original_object.DisplayName
for error in fault.Error:
print "Error " + error.Message
__Note:__ Objects and object property names match their Quickbooks counterparts and do not follow PEP8.
__Note:__ This is a work-in-progress made public to help other developers access the QuickBooks API.
Built for a Django project running on Python 2.
[![Build Status](https://travis-ci.org/sidecars/python-quickbooks.svg?branch=master)](https://travis-ci.org/sidecars/python-quickbooks)
[![Coverage Status](https://coveralls.io/repos/sidecars/python-quickbooks/badge.svg?branch=master&service=github)](https://coveralls.io/github/sidecars/python-quickbooks?branch=master)
A Python library for accessing the Quickbooks API.
Complete rework of [quickbooks-python](https://github.com/troolee/quickbooks-python).
These instructions were written for a Django application. Make sure to change it to whatever framework/method you're using.
## Connecting your application to Quickbooks Online
1. Create the Authorization URL for your application:
from quickbooks import QuickBooks
quickbooks = QuickBooks(
sandbox=True,
consumer_key=QUICKBOOKS_CLIENT_KEY,
consumer_secret=QUICKBOOKS_CLIENT_SECRET,
callback_url=CALLBACK_URL
)
authorize_url = quickbooks.get_authorize_url()
Store the authorize_url, request_token, and request_token_secret for use in the Callback method.
2. Handle the callback:
quickbooks = QuickBooks(
sandbox=True,
consumer_key=QUICKBOOKS_CLIENT_KEY,
consumer_secret=QUICKBOOKS_CLIENT_SECRET,
callback_url=CALLBACK_URL
)
quickbooks.authorize_url = authorize_url
quickbooks.request_token = request_token
quickbooks.request_token_secret = request_token_secret
quickbooks.set_up_service()
quickbooks.get_access_tokens(request.GET['oauth_verifier'])
realm_id = request.GET['realmId']
access_token = quickbooks.access_token
access_token_secret = quickbooks.access_token_secret
Store realm_id, access_token, and access_token_secret need to be stored for later use.
## Accessing the API
QuickBooks client uses a singleton pattern. Just be sure to create the QuickBooks object before you make any calls to QBO.
Setup the client connection using the stored `access_token` and the `access_token_secret` and `realm_id`:
from quickbooks import QuickBooks
QuickBooks(
sandbox=True,
consumer_key=QUICKBOOKS_CLIENT_KEY,
consumer_secret=QUICKBOOKS_CLIENT_SECRET,
access_token=access_token,
access_token_secret=access_token_secret,
company_id=realm_id
)
If you need to access a minor version (See [Minor versions](https://developer.intuit.com/docs/0100_accounting/0300_developer_guides/minor_versions) for details)
pass in minorversion when setting up the client:
QuickBooks(
sandbox=True,
consumer_key=QUICKBOOKS_CLIENT_KEY,
consumer_secret=QUICKBOOKS_CLIENT_SECRET,
access_token=access_token,
access_token_secret=access_token_secret,
company_id=realm_id,
minorversion=4
)
List of objects:
from quickbooks.objects.customer import Customer
customers = Customer.all()
__Note:__ The maximum number of entities that can be returned in a response is 1000. If the result size is not specified, the default number is 100.
(See [Intuit developer guide](https://developer.intuit.com/docs/0100_accounting/0300_developer_guides/querying_data) for details)
Filtered list of objects:
customers = Customer.filter(Active=True, FamilyName="Smith")
Filtered list of objects with paging:
customers = Customer.filter(start_position=1, max_results=25, Active=True, FamilyName="Smith")
List Filtered by values in list:
customer_names = ['Customer1', 'Customer2', 'Customer3']
customers = Customer.choose(customer_names, field="DisplayName")
List with custom Where Clause (do not include the "WHERE"):
customers = Customer.where("Active = True AND CompanyName LIKE 'S%'")
List with custom Where Clause with paging:
customers = Customer.where("CompanyName LIKE 'S%'", start_position=1, max_results=25)
Filtering a list with a custom query (See [Intuit developer guide](https://developer.intuit.com/docs/0100_accounting/0300_developer_guides/querying_data) for supported SQL statements):
customer = Customer.query("SELECT * FROM Customer WHERE Active = True")
Filtering a list with a custom query with paging:
customer = Customer.query("SELECT * FROM Customer WHERE Active = True STARTPOSITION 1 MAXRESULTS 25")
Get single object by Id and update:
customer = Customer.get(1)
customer.CompanyName = "New Test Company Name"
customer.save()
Create new object:
customer = Customer()
customer.CompanyName = "Test Company"
customer.save()
## Batch Operations
The batch operation enables an application to perform multiple operations in a single request
(See [Intuit Batch Operations Guide](https://developer.intuit.com/docs/0100_accounting/0300_developer_guides/batch_operations) for full details).
Batch create a list of objects:
from quickbooks.batch import batch_create
customer1 = Customer()
customer1.CompanyName = "Test Company 1"
customer1.save()
customer2 = Customer()
customer2.CompanyName = "Test Company 2"
customer2.save()
customers = []
customers.append(customer1)
customers.append(customer2)
results = batch_create(customers)
Batch update a list of objects:
from quickbooks.batch import batch_update
customers = Customer.filter(Active=True)
# Update customer records
results = batch_update(customers)
Batch delete a list of objects:
from quickbooks.batch import batch_delete
customers = Customer.filter(Active=False)
results = batch_delete(customers)
Review results for batch operation:
# successes is a list of objects that were successfully updated
for obj in results.successes:
print "Updated " + obj.DisplayName
# faults contains list of failed operations and associated errors
for fault in results.faults:
print "Operation failed on " + fault.original_object.DisplayName
for error in fault.Error:
print "Error " + error.Message
__Note:__ Objects and object property names match their Quickbooks counterparts and do not follow PEP8.
__Note:__ This is a work-in-progress made public to help other developers access the QuickBooks API.
Built for a Django project running on Python 2.
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