Connect to QuickBooks Online in a Microsoft Flow Workflow Using a PowerApps Custom Connector

In this walkthrough, you learn how to connect to accounting data in QuickBooks Online (QBO) in a Microsoft Flow using a Custom Connector.  This approach provides a way to build forms in Microsoft PowerApps that integrate with your accounting data stored in QBO for things like recording employees timesheets, creating invoices, etc.  This walkthrough demonstrates how to update a SharePoint list item from a value in QBO.  Specifically the Flow will look up the customer name based on the customer ID entered in to the SharePoint list item.

 

Prerequisites

• Intuit Developer Account
• https://developer.intuit.com
• Intuit QuickBooks Online app
• https://developer.intuit.com/docs/00_quickbooks_online/1_get_started/30_create_an_app
• Add https://www.getpostman.com/oauth2/callback and https://msmanaged-na.consent.azure-apim.net/redirect to the list of Redirect URIs allowed for your app
• Postman
• https://www.getpostman.com/apps
• Microsoft Office 365 Subscription
• A trial subscription works as long as it includes Microsoft PowerApps and Microsoft Flow

Create Postman Collection

One of the easier ways to create a PowerApps custom connector is by importing a Postman collection.  

1. Start by importing the Postman collection found on the Intuit Developer website in to Postman.  
   https://developer.intuit.com/docs/00_quickbooks_online/2_build/20_explore_the_quickbooks_online_api/20_postman
   
   You could also start with a new collection in Postman if you prefer.
2.  You should now see the imported collection in Postman
   
3. Create a new collection and copy Customer-ReadAll (1) in to your new collection (2)
   
4. Rename the request to QBOQuery and replace the variables in the URL with specific values.  We are accessing a sandbox environment so {{baseurl}} should be sandbox-quickbooks.api.intuit.com.  This examples company ID is 193514574586539 so replace {{companyid}} with your company ID.
   
   
   https://{{baseurl}}/v3/company/{{companyid}}/query?minorversion={{minorversion}}
   is updated to
   https://sandbox-quickbooks.api.intuit.com/v3/company/193514574586539/query?minorversion=8
   
   If you are accessing a production QBO environment replace {{baseurl}} with quickbooks.api.intuit.com
5. After you have updated the URL (1) you can “Get New Access Token” (2)
   
6. Here are the Get New Access Token values
   
   

Callback URL	https://www.getpostman.com/oauth2/callback
Auth URL	https://appcenter.intuit.com/connect/oauth2
Access Token URL	https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer
Client ID	[Your QuickBooks Online app Client ID]
Client Secret	[Your QuickBooks Online app Client Secret]
Scope	com.intuit.quickbooks.accounting openid email profile
State	1

7. Sign in and authorize your app to be used in Postman
   
   
   
8. Select the newly created Access Token
   
9. Review the query
   
10. Send (1) and review your results (2)
    
11. Export the collection
    
12. Make sure to select v1 as the collection type
    
13. Navigate to PowerApps in Office 365
    
14. Create a custom connection by importing a Postman collection you exported in 12
    
    
15. Configure General settings
1. Click here for the connector icon I used.
   
2. Security Settings
   

Client ID	[Your QuickBooks Online app Client ID]
Client Secret	[Your QuickBooks Online app Client Secret]
Authorization URL	https://appcenter.intuit.com/connect/oauth2
Token URL	https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer
Refresh URL (same as Token URL)	https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer
Scope	com.intuit.quickbooks.accounting openid email profile

16. Definition Settings
    
17. Create connector
    
18. Add the New connection
    
    
    
19. Test your connection and API call
    
    Enter a valid QBO query (1) e.g. select * from customer and Test operation (2)
    
    Confirm you received results in the Body and a 200 status was returned signifying success
    
20. Close the Connector
    
21. Create the following SharePoint list
    
22. Create the following Microsoft Flow
    
    Customer Name expression should be set to body('QBOQuery')['QueryResponse']['Customer'][0]['DisplayName']
23. Add a new item to your SharePoint list and confirm the Customer Name is populated