How do I integrate with QuickBooks?

To duplicate the steps in this article, you will need a trial, professional or business ProsperWorks account

 

At this time, the only way to integrate with QuickBooks is to integrate with Zapier, a third party tool. To use QuickBooks with Zapier, you will need a premium or trial QuickBooks account. If you are interested in ProsperWorks creating a QuickBooks integration, please submit a feature request here.

 

Here is a link from Zapier showing what automation you can create between QuickBooks and ProsperWorks: https://zapier.com/zapbook/prosperworks/quickbooks

 

What follows are steps to show how to log a payment as an activity using QuickBooks.

 

How to log a payment as an activity for People records using QuickBooks:

 

Start a free Zapier trial from https://zapier.com

 

 

Make a custom Activity type called "Quickbooks payment" in ProsperWorks

 

 

 

Use the images below to guide you in building your first Zap. If these images are hard to see, please try zooming in on the page.

 

Log into Zapier and make a Zap

Search for QuickBooks

 

Select "New Payment"

Connect your Quickbooks account by clicking "Connect a New Account" and signing into QuickBooks

 

Go into Quickbooks and make a dummy/test payment for an existing ProsperWorks customer in your ProsperWorks account so QuickBooks can fetch it. This will only work if the email address in the QuickBooks payment matches the email address in the People record in ProsperWorks.

 

Select "view your payment" to see what payment it recorded. The goal is to take this payment and have it reflect in your ProsperWorks account.

 

For Action 2, instead of choosing an Action App, you will scroll down in the page and add a Webhook. Find theWebhooks image and select it.

 

After you select "Webhooks," click "show less common options" in blue

 

 

Select "Custom Request" and click "Save + Continue"

 

What we are going to do is a little complicated. As long as you copy/paste the text below into your page just like the completed image shows(you can zoom in on the image with your browser), you can make this work! There is text below the completed image you can use to copy/paste in. What is this step for? We are going to use the email address from the QuickBooks payment to find the user ID in ProsperWorks.

 

Completed image:

Fill out "Set up Webhooks by Zapier Custom Request" by copying/pasting the text below so it matches the image.

 

 

Method:

POST

 

URL:

https://api.prosperworks.com/developer_api/v1/people/fetch_by_email

Data:

{"email": "do not copy text here, replace this text with the email address from action 1"}

 

Click  to add the email address from the QuickBook payment

 

Click the  to add more headers till there are four

Make it look like this by copy/pasting the values below in: 

X-PW-UserEmail : type your registered ProsperWorks email here

X-PW-AccessToken : Log into ProsperWorks --> Go to Settings -> API keys -> copy/paste API key here

X-PW-Application : developer_api

Content-Type : application/json

 

 

 

When all the fields have been filled out like the image above, hit  to test this step and then select "Create & Continue"

If it was not successful (a red error message pops up), check to make sure all fields are filled out correctly, especially make sure the quotes are around the email address

 

If you are successful, you should click "view your custom request" to see what it is you got back.

 

 

What we are looking for in the thing we got back is the ID: