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Feature Request: QuickBooks Integration Block (Online & Desktop)

Open maheshkhatri08 opened this issue 6 months ago • 0 comments

Summary: Requesting a new integration block in SIM Studio for QuickBooks Online and Desktop to enable seamless financial data exchange within simulation workflows.

🔧 Feature Details ✅ Functional Capabilities Data Retrieval (Read):

Get customer/vendor/employee lists

Retrieve and filter invoices, including overdue ones

Check payment statuses (paid, unpaid, partial)

View customer balances and aging reports

Access AP/AR summaries

Retrieve bills, expenses, and purchase orders

Fetch time activity and payroll data

Data Creation/Update (Write):

Create/update invoices, bills, expenses

Generate sales receipts, estimates, or purchase orders

Create customers/vendors dynamically

Log time-based services from simulation outputs

🧱 Block Specifications Drag-and-drop UI block titled: QuickBooks

Choose integration type:

QuickBooks Online (via REST API & OAuth 2.0)

QuickBooks Desktop (via local SDK or bridge middleware)

Operations: Read, Write, Update, Delete

JSON-based mapping configuration

Error output and logging panel

Optional test connection/preview data button

🎯 Target Audience Business analysts integrating financial logic

Operational and accounting teams running what-if simulations

SMBs using QuickBooks alongside decision models

📈 Why This Matters Automates accounting workflow integration with simulations

Enables data-driven financial forecasting

Supports real-world use cases such as:

Triggering invoice creation based on simulation

Forecasting overdue payments' impact on operations

Pushing simulated service time into time activity logs

Reduces manual re-entry between systems

🔐 Considerations Secure token-based OAuth for QuickBooks Online

Desktop support via optional bridge (e.g., local Python or .NET middleware)

Role-based permissions for data access

maheshkhatri08 avatar Jul 30 '25 08:07 maheshkhatri08