Within COR we have the possibility to integrate our Quickbooks account and automate the creation of Clients, invoices and expenses. Below we indicate the scope of each of the points we mentioned:
Within the COR Configuration section, we will find the "Integrations" tab and in Available Applications, we will be able to visualize the Quickbooks option.
When you click on "Connect", a new modal will appear with all the relevant information to complete the integration. In order to create a new user in "Intuit" or to log in if we already have a user generated (in this case we would skip step number 1 of the description). In the case of not having a user generated in "Intuit" we must generate one from "Create an account" and complete the following data:
Once all the fields are completed we will click on "Create Account". Then we will see another modal where we must activate the account from our email and we will have access to "Intuit" to continue with the set up for the integration with COR:
Once inside "Intuit" we must go to the "Dashboard" located in the upper right side of the screen and click on the "Create an Application" button:
Once inside the panel we must click again on the "Quickbooks online and payments":
After this we can give a name to our integration, we recommend adding "COR Integration" and in the "Select a scope" section click on the first option "com.intuit.quickbooks.accounting" and then create the app from the "Create Application" option:
Once the above steps are completed, Intuit will redirect us to the main page, where from the "COR Integration" panel we must click on "Production" in order to complete the "Terms of Service Links" fields:
- End User License Agreement Url: In such fields enter the link https://projectcor.com/es/terms-of-service/
By scrolling we will continue completing the necessary data to conclude with the integration configuration. In the "Categorize the application" section we will select the "Project Management" and "Time Tracking" options.
In the section below "Tell us about the regulated sectors that use your application" we will select the option "None of the above":
To finish with the configuration we will keep the default selection in "Countries you accept connections from" as well as in "Scope for the API" and click on the "Save" button:
After having followed the steps detailed above, we will be able to complete the "Client ID" and "Client Secret" data. To obtain both data we must go (within the "Production" panel) to the "Keys and Authorization" section, we will copy both data from each section and then paste them in the instructions modal that we previously opened within our COR account:
Going back to Intuit and scrolling inside the same section we will see the "Add URL" button, where we must click to add the URL we provided from the COR modal: https://cor.works/quickbooks/login
Once the URL has been added we must go to the "Save" button to save the changes.
Then we must go back to the COR modal and copy the URL "End Point":
Once the link has been copied into COR we go to "Intuit" and, within the "Production" panel we click on "Webhooks" to paste the link and click on "Save":
Once the steps detailed above have been completed, the "Token Verification" field will appear in the same section, which must be copied and then pasted into the corresponding COR modal:
Finally inside COR the "Log in to QB" button will be enabled. When you click it, the following pop-up window will appear:
We must click on "Connect" to finish the integration. As confirmation the following banner will appear inside COR.
In COR, clients generated in Quickbooks will be created automatically. Additionally, the modification and elimination (inactivation) of existing clients will always be done from Quickbooks, since COR will block the client management.
It is important to keep in mind that in Quickbooks the clients are not deleted, but deactivated. When performing this action, we will notice that in COR, the word "deleted" will appear before the client's name and we will not be able to associate a new project to it.
The creation, modification and deletion of an invoice will always be from Quickbooks. Every time a new invoice associated to a customer is generated or an existing one is modified, COR will receive the data and replicate it in the "Transactions" section. In addition, the impact on project profitability is done by selecting the project within the invoice in COR. Subsequently, these revenues will be reflected in the profitability tab of each of the projects associated with each item.
You will only be able to create, modify and delete expenses (costs) from Quickbooks. COR will replicate the information from that platform in the "Transactions" section and from there, it can be associated to the corresponding projects. This information will be reflected in the Additional Costs of that project with the date assigned in Quickbooks.