Bill pay build guide
Use this guide and the accompanying demo app to streamline your customers' Accounts Payable processes
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 Bill Pay. 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 clone the code and run it locally. The code is stored in a public GitHub repository. Hosted Link is used for the authorization flow.
⏳ Estimated time to complete:
- 20–30 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 companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. containing sample data. You can open this companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. 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 APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms.. It walks you through cloning the repository and running the demo app on your local machine with data from a QuickBooks Online sandbox companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources..
Once you've run the app, you can learn how the demo app works.
About the demo app
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:
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Connect to your customer's accounting software.
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Visualize bills.
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Pay bills.
Recap
You've understood the functionality of the bill pay demo app and what you'll need to get started.
Read next
- Run the app locally to discover bill pay