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Bill pay build guide

Use this guide and the accompanying demo app to streamline your customers' Accounts Payable processes

Who is this guide for?

This guide is for developers building a bill payment solution or other applications using Accounts Payable data. The app demonstrates an example solution you could build.

Summary

🎯 Our bill pay demo app showcases a simple AP automation workflow, built using standard endpoints of Sync for Payables. It help you understand the core features of a bill payment solution and how you can build your own solutions to streamline and automate the Accounts Payable (AP).

🛠️ The demo app is built using Next.js and React. You can use a hosted version or run the code locally. The code is stored in a public GitHub repository. Hosted Link is used for the authorization flow.

⏳ Estimated time to complete:

  • 510 minutes to try out the hosted version of the app
  • 2030 minutes to complete the full guide and run the app locally

What you need

To use this guide, you need a free QuickBooks Online (QBO) account. You'll need to enter your account credentials when connecting the demo app to QuickBooks Online.

Your account will include a US sandbox company containing sample data. You can open this company and take a look at some bills, bill payments, and other relevant sandbox data.

Aims of the guide

This guide aims to help you implement your own bill payment solution using Codat's API. It walks you through using the hosted version of the demo app with data from a QuickBooks Online sandbox company.

After using the hosted version, you can clone the repository and run the demo app on your local machine. Finally, you can learn how the demo app works.

About the demo app

Click here to check out the code for the demo app. Explore the code as you go along so that you understand the approach we've taken in the demo app.

The app illustrates three common tasks in a typical bill payment workflow:

  1. Connect to your customer's accounting platform.

  2. Visualize bills.

  3. Pay bills.

Recap

You've understood the functionality of the bill pay demo app and what you'll need to get started.


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