Laravel + QuickBooks Developer Needed to Build QuickBooks Online App Integration (OAuth + Financial Analysis)
Budget: $1,500 – $3,000 CAD
We are building a secure financial underwriting platform using Laravel 10 and AWS that helps determine small business loan eligibility.
Our platform currently supports:
Client & admin dashboards
Secure document upload
AWS S3 private storage
Email automation via AWS SES
AI document analysis using AWS Bedrock
We now want to build a QuickBooks Online App Integration so business clients can connect their QuickBooks account and allow our platform to automatically analyze their financial data.
The developer must have experience building QuickBooks apps using the Intuit Developer Platform, not just generic API integrations.
Key Objective
Develop a QuickBooks Online App that allows users to:
Connect their QuickBooks account
Authorize access via OAuth
Extract financial data
Send data securely to our Laravel backend
Generate financial metrics used to determine loan readiness
Current Tech Stack
Backend
Laravel 10
PHP
Infrastructure
AWS S3 (private bucket)
AWS SES
AWS Bedrock
Architecture
Client / Admin roles
Secure S3 uploads
Signed URLs
Queue + scheduler jobs
Role-based access control
The QuickBooks integration must integrate cleanly into this architecture.
Scope of Work
1. QuickBooks App Setup
Create a QuickBooks Online app using the Intuit Developer platform.
Tasks include:
App creation in Intuit Developer Console
Configure OAuth 2.0
Setup redirect URIs
Configure scopes
Implement authorization flow
Handle token refresh
Secure token storage
The app may initially be private/unlisted, with the option to publish later.
2. QuickBooks OAuth Connection
Implement a secure QuickBooks connection flow inside our Laravel app.
Client flow:
Client clicks "Connect QuickBooks"
User authenticates with QuickBooks
User authorizes access
Our system stores:
realmId
access_token
refresh_token
expiry timestamp
Tokens must be encrypted.
Users must also be able to disconnect QuickBooks.
3. Financial Data Extraction
Using the QuickBooks API, extract the following:
Monthly Financial Reports (Last 24 Months)
Profit & Loss (monthly)
Balance Sheet (monthly)
Optional (if API supports efficiently)
Statement of Cash Flows
Use API parameters such as:
summarize_column_by=Month
to minimize API calls.
Operational Data
Accounts Receivable Aging Summary
Accounts Payable Aging Summary
4. Data Normalization
Normalize financial data into our database.
Example fields:
user_id
period (YYYY-MM)
revenue
cogs
gross_profit
operating_expenses
net_income
current_assets
current_liabilities
total_debt
cash_balance
ar_total
ar_90_plus
ap_total
ap_90_plus
Create database tables such as:
quickbooks_connections
qb_normalized_monthly_data
qb_metrics
qb_sync_logs
5. Financial Analysis Engine
Implement a Laravel service that calculates financial metrics.
Metrics include:
Revenue growth
Revenue volatility
Gross margin
EBITDA proxy
Working capital
Current ratio
Estimated leverage
AR risk score
AP stress score
Loan Readiness Output
The system should generate:
Loan Readiness Score (0–100)
Eligibility band
A – Prime
B – Near Prime
C – Alternative
D – Needs restructuring
Estimated loan range
Risk flags
Improvement suggestions
6. Client Dashboard
Add UI elements to the client dashboard:
Connect QuickBooks button
Sync status
Loan readiness score
Eligibility band
Estimated loan amount range
Top improvement recommendations
7. Admin Dashboard
Admin must be able to:
View financial summary
Trigger QuickBooks re-sync
View sync logs
Disconnect QuickBooks
Override eligibility score (with audit log)
Security Requirements
Encrypted token storage
Role-based access
No cross-client financial data access
Audit logs for QuickBooks actions
Deliverables
Working QuickBooks App integration
OAuth authentication flow
Financial data extraction
Normalized financial database schema
Loan readiness scoring system
Client dashboard integration
Admin sync tools
Deployment documentation
What Is NOT Included in Phase 1
To keep scope controlled:
Not required for this phase:
General ledger ingestion
Machine learning analysis
Real-time syncing
Industry benchmarking
Advanced anomaly detection
Ideal Developer
We are looking for someone with:
Strong Laravel experience
Experience with QuickBooks Online API
Experience building QuickBooks apps
OAuth 2.0 implementation experience
AWS familiarity
Timeline
Estimated development time:
3–4 weeks
When Applying Please Include
Examples of QuickBooks integrations you have built
Experience using the Intuit Developer Platform
Laravel projects you have worked on
Estimated timeline
Our platform currently supports:
Client & admin dashboards
Secure document upload
AWS S3 private storage
Email automation via AWS SES
AI document analysis using AWS Bedrock
We now want to build a QuickBooks Online App Integration so business clients can connect their QuickBooks account and allow our platform to automatically analyze their financial data.
The developer must have experience building QuickBooks apps using the Intuit Developer Platform, not just generic API integrations.
Key Objective
Develop a QuickBooks Online App that allows users to:
Connect their QuickBooks account
Authorize access via OAuth
Extract financial data
Send data securely to our Laravel backend
Generate financial metrics used to determine loan readiness
Current Tech Stack
Backend
Laravel 10
PHP
Infrastructure
AWS S3 (private bucket)
AWS SES
AWS Bedrock
Architecture
Client / Admin roles
Secure S3 uploads
Signed URLs
Queue + scheduler jobs
Role-based access control
The QuickBooks integration must integrate cleanly into this architecture.
Scope of Work
1. QuickBooks App Setup
Create a QuickBooks Online app using the Intuit Developer platform.
Tasks include:
App creation in Intuit Developer Console
Configure OAuth 2.0
Setup redirect URIs
Configure scopes
Implement authorization flow
Handle token refresh
Secure token storage
The app may initially be private/unlisted, with the option to publish later.
2. QuickBooks OAuth Connection
Implement a secure QuickBooks connection flow inside our Laravel app.
Client flow:
Client clicks "Connect QuickBooks"
User authenticates with QuickBooks
User authorizes access
Our system stores:
realmId
access_token
refresh_token
expiry timestamp
Tokens must be encrypted.
Users must also be able to disconnect QuickBooks.
3. Financial Data Extraction
Using the QuickBooks API, extract the following:
Monthly Financial Reports (Last 24 Months)
Profit & Loss (monthly)
Balance Sheet (monthly)
Optional (if API supports efficiently)
Statement of Cash Flows
Use API parameters such as:
summarize_column_by=Month
to minimize API calls.
Operational Data
Accounts Receivable Aging Summary
Accounts Payable Aging Summary
4. Data Normalization
Normalize financial data into our database.
Example fields:
user_id
period (YYYY-MM)
revenue
cogs
gross_profit
operating_expenses
net_income
current_assets
current_liabilities
total_debt
cash_balance
ar_total
ar_90_plus
ap_total
ap_90_plus
Create database tables such as:
quickbooks_connections
qb_normalized_monthly_data
qb_metrics
qb_sync_logs
5. Financial Analysis Engine
Implement a Laravel service that calculates financial metrics.
Metrics include:
Revenue growth
Revenue volatility
Gross margin
EBITDA proxy
Working capital
Current ratio
Estimated leverage
AR risk score
AP stress score
Loan Readiness Output
The system should generate:
Loan Readiness Score (0–100)
Eligibility band
A – Prime
B – Near Prime
C – Alternative
D – Needs restructuring
Estimated loan range
Risk flags
Improvement suggestions
6. Client Dashboard
Add UI elements to the client dashboard:
Connect QuickBooks button
Sync status
Loan readiness score
Eligibility band
Estimated loan amount range
Top improvement recommendations
7. Admin Dashboard
Admin must be able to:
View financial summary
Trigger QuickBooks re-sync
View sync logs
Disconnect QuickBooks
Override eligibility score (with audit log)
Security Requirements
Encrypted token storage
Role-based access
No cross-client financial data access
Audit logs for QuickBooks actions
Deliverables
Working QuickBooks App integration
OAuth authentication flow
Financial data extraction
Normalized financial database schema
Loan readiness scoring system
Client dashboard integration
Admin sync tools
Deployment documentation
What Is NOT Included in Phase 1
To keep scope controlled:
Not required for this phase:
General ledger ingestion
Machine learning analysis
Real-time syncing
Industry benchmarking
Advanced anomaly detection
Ideal Developer
We are looking for someone with:
Strong Laravel experience
Experience with QuickBooks Online API
Experience building QuickBooks apps
OAuth 2.0 implementation experience
AWS familiarity
Timeline
Estimated development time:
3–4 weeks
When Applying Please Include
Examples of QuickBooks integrations you have built
Experience using the Intuit Developer Platform
Laravel projects you have worked on
Estimated timeline