Beta Dealer Invoice Portal
Connecting QuickBooks Desktop to a Modern Payment Portal
Built QuickBooks Web Connector integration with Braintree, enabling real-time invoice and credit payments in one unified portal.
Challenge
QuickBooks Desktop Integration Constraints
QuickBooks Desktop can only be accessed via the QuickBooks Web Connector, which limited integration options. We needed to establish a reliable server-to-Web Connector link, design database schemas for customer, invoice, and credit-memo data, and ensure real-time two-way communication before any payment logic could be implemented.
Category
Web Development
Services
Custom Web Apps
Strategy
Web Connector & Braintree Implementation
- Web Connector Integration
- Built a connection layer on our server to send requests to and receive responses from QuickBooks via the Web Connector.
- Data Management Structures
- Created database tables to store customer records, invoices, and credit memos pulled from QuickBooks.
- Payment Processing
- Integrated the Braintree PHP SDK to vault and verify banking information, then process transactions against QuickBooks invoices.
- Credit Memo Support
- Fetched credit memos from QuickBooks, stored them in our database, and built a workflow to apply credits to invoices—tracking usage to prevent over-application.
Solution
Real-Time Payments & Credit Application
Beta now offers a unified payment portal where QuickBooks customer data and credit memos sync in real time. Customers can pay invoices or apply credits through one interface, reducing manual reconciliation, improving cash flow visibility, and streamlining the entire billing experience.
Performance
Real-time invoice and credit payment processingBy integrating QuickBooks Desktop via the Web Connector and leveraging Braintree for transactions, Beta now processes invoice and credit memo payments in real time, cutting manual reconciliations and boosting cash flow accuracy.