Welcome! This document tells you which file to read for what.
New to this test? Start with ONE of these:
- Read:
E2E_TESTING_START_HERE.md - Then do: Follow the steps exactly
- Read:
QUICKBOOKS_AUTH_SETUP.md(understand auth) - Read:
E2E_TEST_GUIDE.md(understand each phase) - Do: Follow
E2E_TEST_CHECKLIST.md(execute steps)
| File | Purpose | Read Time |
|---|---|---|
E2E_TESTING_START_HERE.md |
Quick start guide - READ THIS FIRST | 3 min |
E2E_TEST_CHECKLIST.md |
Step-by-step checklist to track progress | 2 min |
e2e-test-scripts.apex |
Code to copy/paste into Developer Console | - |
| File | Purpose | Read Time |
|---|---|---|
E2E_TEST_GUIDE.md |
Complete guide with all 5 phases explained | 15 min |
QUICK_REFERENCE.md |
Quick lookup: URLs, APIs, classes, fields | 5 min |
QUICKBOOKS_AUTH_SETUP.md |
How OAuth works, step-by-step | 10 min |
| File | Purpose | Read Time |
|---|---|---|
DEPLOYMENT_TEST_SUMMARY.md |
What was deployed, technical details | 10 min |
README_E2E_TEST.md |
This file - navigation guide | 2 min |
1. Read: E2E_TESTING_START_HERE.md (5 min)
2. Click link: https://oxycell.lightning.force.com/apex/QuickBooksAuthStart
3. Paste code from: e2e-test-scripts.apex
4. Follow: E2E_TEST_CHECKLIST.md
1. Read: QUICKBOOKS_AUTH_SETUP.md (understand auth)
2. Read: E2E_TEST_GUIDE.md (understand each phase)
3. Read: QUICK_REFERENCE.md (technical details)
4. Then execute: E2E_TEST_CHECKLIST.md
1. Check: E2E_TEST_GUIDE.md → Troubleshooting section
2. If still stuck: See QUICK_REFERENCE.md → Common Issues
3. Verify: DEPLOYMENT_TEST_SUMMARY.md (was it deployed?)
→ QUICK_REFERENCE.md
- URLs
- Apex code snippets
- Status codes
- Field names
→ QUICKBOOKS_AUTH_SETUP.md
All 10 steps explained with context
quickbooks-salesforce-integration/
├── E2E_TESTING_START_HERE.md
│ └─ Start here (quick start guide)
│
├── E2E_TEST_CHECKLIST.md
│ └─ Track progress through all 5 phases
│
├── e2e-test-scripts.apex
│ └─ Copy/paste code for phases 2-5
│
├── E2E_TEST_GUIDE.md
│ ├─ Phase 1: OAuth Flow (manual)
│ ├─ Phase 2: Verify Tokens (automated)
│ ├─ Phase 3: Test Token Retrieval (automated)
│ ├─ Phase 4: Test QB API (automated)
│ ├─ Phase 5: Create Estimate (automated)
│ └─ Troubleshooting guide
│
├── QUICK_REFERENCE.md
│ ├─ URLs
│ ├─ Apex snippets
│ ├─ API endpoints
│ ├─ Status codes
│ └─ Common issues
│
├── QUICKBOOKS_AUTH_SETUP.md
│ ├─ Prerequisites
│ ├─ 10-step setup guide
│ ├─ Security best practices
│ └─ Reference docs
│
├── DEPLOYMENT_TEST_SUMMARY.md
│ ├─ What was deployed
│ ├─ Test results
│ ├─ Architecture diagram
│ ├─ Potential issues & solutions
│ └─ Rollback plan
│
└── README_E2E_TEST.md
└─ This file (navigation guide)
Type: Manual (in browser) Time: 2-3 minutes Action: Click link → Log into QB → Authorize Result: Tokens saved to Salesforce
Type: Automated (copy/paste Apex) Time: 1 minute Action: Run code from phase 2 section Result: Confirm tokens stored in database
Type: Automated (copy/paste Apex) Time: 1 minute Action: Run code from phase 3 section Result: Confirm method to get tokens works
Type: Automated (copy/paste Apex) Time: 1 minute Action: Run code from phase 4 section Result: Confirm QB API responds with 200 OK
Type: Automated (copy/paste Apex) Time: 1 minute Action: Run code from phase 5 section Result: Estimate created in QB with all details
You've completed the test when you see ALL of these:
-
✓ PHASE 2 PASSED: Tokens stored successfully -
✓ PHASE 3 PASSED: Token retrieval works -
✓ PHASE 4 PASSED: QB API reachable with valid auth -
✓ PHASE 5 PASSED: Estimate created in QB! -
✓✓✓ E2E TEST COMPLETE ✓✓✓
Then verify in QB:
- Log into QB Sandbox
- Find estimate with ID from Phase 5
- Check dates, discount, line items match
- Celebrate! 🎉
| Phase | Duration | Type |
|---|---|---|
| 1 | 2-3 min | Manual browser |
| 2 | 1 min | Copy/paste |
| 3 | 1 min | Copy/paste |
| 4 | 1 min | Copy/paste |
| 5 | 1 min | Copy/paste |
| Total | 6-8 min | - |
| Problem | Where to Find Help |
|---|---|
| "Where do I start?" | E2E_TESTING_START_HERE.md |
| "How does OAuth work?" | QUICKBOOKS_AUTH_SETUP.md |
| "Phase X failed, what now?" | E2E_TEST_GUIDE.md → Phase X → Troubleshooting |
| "What's the error code?" | QUICK_REFERENCE.md → Status Codes |
| "What was deployed?" | DEPLOYMENT_TEST_SUMMARY.md |
| "I need code snippets" | QUICK_REFERENCE.md → Apex Code |
| "I lost track of progress" | E2E_TEST_CHECKLIST.md |
Click: https://oxycell.lightning.force.com/apex/QuickBooksAuthStart
Log in to QB → Click "Authorize"
1. Developer Console: https://oxycell.lightning.force.com/ (avatar → Dev Console)
2. Debug → Execute Anonymous
3. Copy code from: e2e-test-scripts.apex
4. Paste and Execute
5. Check Debug tab for results
1. Log in to QB Sandbox
2. Sales → Estimates
3. Find estimate (ID from Phase 5 output)
4. Verify details match
- Check: QUICK_REFERENCE.md
- Check: E2E_TEST_GUIDE.md (your phase)
- Check: E2E_TEST_GUIDE.md → Troubleshooting
- Check: QUICKBOOKS_AUTH_SETUP.md
- Check: E2E_TEST_CHECKLIST.md
Beginner (Just want it to work)
- Read: E2E_TESTING_START_HERE.md
- Do: E2E_TEST_CHECKLIST.md
Intermediate (Want to understand)
- Read: E2E_TEST_GUIDE.md
- Reference: QUICK_REFERENCE.md as needed
Advanced (Want to customize)
- Read: QUICKBOOKS_AUTH_SETUP.md
- Read: DEPLOYMENT_TEST_SUMMARY.md
- Modify: e2e-test-scripts.apex as needed
✓ OAuth 2.0 authentication ✓ Token exchange with QB ✓ Token storage in Salesforce ✓ Token retrieval & refresh ✓ QB REST API connectivity ✓ Bearer token authentication ✓ Estimate creation in QB ✓ Line items & discount handling ✓ Error handling & logging
After completing the E2E test:
- New estimate created in QB Sandbox
- Estimate for: Adam Smith (test Opportunity)
- Dates: 11/07/2025 - 12/07/2025
- Discount: $15,092.00
- Line items from Opportunity
- All data matches test data
Ready? Go to → E2E_TESTING_START_HERE.md