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Technologies Involved:
JAVA
ReactJS
Area Of Work: Quickbooks
Project Description

Marsh McLennan Agency, a healthcare billing provider handling external billing data approached Oodles to build a backend system that automatically generates structured invoices in QuickBooks Online. The requirement focused on transforming external billing inputs into compliant invoices while preventing duplication and ensuring seamless synchronization with the accounting platform.
Scope Of Work

The client sought Oodles for building a backend service that converts structured billing data into compliant invoices within QuickBooks Online. Key areas of work included OAuth2 authentication, structured data ingestion through CSV and APIs, invoice grouping and formatting, duplicate invoice prevention, and mapping billing fields such as ItemRef, ClassRef, TxnDate, ServiceDate, Quantity, and Rate.
Our Solution

The solution focused on building a reliable backend integration that converts external billing data into structured invoices within QuickBooks Online. 

Key features of the implementation include:

Secure QuickBooks Authentication: Implemented OAuth2-based authentication with token refresh mechanisms to securely connect the backend system with QuickBooks Online and maintain uninterrupted API access.

Structured Data Ingestion and Processing: Developed workflows to accept structured billing inputs through CSV during testing and APIs for production environments. The system processes and transforms incoming data into standardized invoice structures.

Automated Invoice Grouping and Formatting: Implemented logic to group billing data and generate invoices aligned with QuickBooks requirements. 

Duplicate Prevention and Invoice Validation: Integrated validation mechanisms that check existing invoices using DocNumber before creating new entries. 

Field Mapping for Billing Compliance: Configured precise mapping of billing attributes including ItemRef, ClassRef, TxnDate, ServiceDate, Quantity, and Rate. 

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