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 demo app is intended for demo use only.
Summary
🎯 With Codat's Sync for Payables, you can build solutions to streamline and automate the Accounts Payable (AP) process for your SMB customers—saving them countless hours of manual admin. Our bill pay demo app showcases a simple AP automation workflow, built using standard endpoints in our Accounting API. It aims to help you understand the core features of a bill payment solution and how you can implement them using Codat's API.
🛠️ 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: 5–10 minutes to try out the hosted version of the app; 20–30 minutes to complete the full guide and run the app locally.
What you'll need
To use this guide, you need a free QuickBooks Online (QBO) account from quickbooks.intuit.com
Aims of the guide
Together with the demo app, 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. By exploring the code as you go along, you'll understand the approach we've taken in the demo app.
What functionality does the app provide?
The demo app illustrates three common tasks in a typical bill payment workflow:
Connect to your customer's accounting platform
Visualize bills
Pay bills
Recap
You've understood the functionality of the bill pay demo app and what you'll need to get started.