💼 Accounting Integration App (Xero + QuickBooks)

This solution integrates QuickBooks and Xero APIs for multi-client accounting data access. Built using Linx, it supports token management, client-specific configuration, and data retrieval (e.g., Balance Sheets). Data is stored in SQL Server.

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📦 Components

🔧 Database

• SQL Server DB with the following objects:
  • Clients table
  • QuickBooksTokens
  • XeroTokens
• Includes scripts for database creation and population.

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⚙️ Linx Solution

This Linx solution handles REST calls to both QuickBooks and Xero.

📘 QuickBooks Functions

Function	Description
QBRefreshAccessToken	Refreshes QuickBooks access token
GetBalanceSheet	Retrieves a Balance Sheet report
GetQuickBooksAccessToken	Gets access token (refreshes only if needed)
QBTestMyCalls	Test/Example function for QB (uses GetClientID)

📗 Xero Functions

Function	Description
XeroRefreshAccessToken	Refreshes Xero access token
GetBalanceSheet	Retrieves a Balance Sheet report
GetXeroAccessToken	Gets access token (refreshes only if needed)
XeroTestMyCalls	Test/Example function for Xero (uses GetClientID)

📁 Generic Functions

Function	Description
CreateClient	Creates a client in the database (Xero or QB)
GetClientID	Retrieves client ID by name
CreateClientRecord	Adds a client record
CreateQuickBooksRecord	Adds QuickBooks token record
CreateXeroRecord	Adds Xero token record
UpdateQuickBooksRecord	Updates QuickBooks token info
UpdateXeroRecord	Updates Xero token info

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🔧 Linx Settings

Setting	Description
DatabaseConnection	SQL Server connection string
QuickBooksBaseURI	Base URI for QuickBooks API (sandbox or prod)
XeroBaseURI	Base URI for Xero API

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🚀 Usage Instructions

1. Create a Client

   • Call CreateClient with the necessary metadata and type (Xero or QuickBooks).
   • Also populate relevant token tables using CreateQuickBooksRecord or CreateXeroRecord.

2. Token Handling

   • Use GetClientID to get the client identifier.
   • Then use either:
     • GetQuickBooksAccessToken or
     • GetXeroAccessToken
       These functions will check token validity and refresh if required.

3. Call an Endpoint

   • Use the relevant GetBalanceSheet function for either platform.
   • These are examples — you can add more endpoints following the same structure.

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➕ Adding New Endpoints

1. Copy and adapt an existing function like GetBalanceSheet.
2. Modify:
   • The URL
   • HTTP Method
   • Optional Body parameters
3. Create a new Type under the Types folder (preferably in a subfolder).
4. Set the response body to this Type.

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⚠️ Notes

• OAuth Authorization (consent flow) for both Xero and QuickBooks must be handled externally.
• This solution assumes valid tokens are obtained and stored before calling these functions.
• Always update and store the latest refresh tokens after each token refresh (especially important for Xero and QuickBooks).

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Last updated: 2025-05-05 10:34 UTC