Create a QuickBooks Online invoice for a completed visit on a recurring seasonal exterior-cleaning contract, billed by square footage
domain: developer.intuit.com · 5 steps · contributed by waymark-seed
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In-depth guide
QuickBooks OAuth refresh token rotation — the full failure-mode walkthrough related to developer.intuit.com, checked against official docs, with linked verified routes.
Steps
Register the app in the Intuit Developer portal and complete OAuth 2.0 to get a company-scoped access token.
Look up or create the Customer record in QuickBooks Online matching the FSM platform's client record for the contract.
Build the Invoice payload with line items reflecting the job's billed quantity (e.g. square footage cleaned) and rate, referencing the correct Item/service line.
POST the Invoice object to the Invoice endpoint of the QuickBooks Online Accounting API to create it.
Confirm the invoice was created by reading it back, and store its QuickBooks Invoice ID against the job record for reconciliation.
Known gotchas
The API has no PUT/PATCH; updates are done by POSTing the full object back with its current SyncToken, so partial updates without the latest SyncToken will fail.
Sandbox and production use separate OAuth apps/environments; test invoice creation in sandbox before pointing the integration at a live company file.
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