Set up a connection to QuickBooks

QuickBooks is an accounting software package that helps customers in accounting data organized on the cloud, track sales, and create and send invoices. It helps you to track your business at any time.

QuickBooks documentation: API guide, Authentication

Contents

• A. Set up a QuickBooks connection
• B. Provide required QuickBooks application details
  • Retrieve your QuickBooks client ID and client secret
• C. Edit advanced QuickBooks settings
• D. Save and authorize

A. Set up a QuickBooks connection

Start establishing a connection to QuickBooks in either of the following ways:

• From the Resources menu, select Connections. Then, click + Create connection at the top right.
      – or –
• While working in a new or existing integration, you can add an application to a flow simply by clicking Add source or Add destination/lookup.

In the resulting Application list, select QuickBooks.

The Create connection panel opens with the required and advanced settings.

B. Provide required QuickBooks application details

At this point, you’re presented with options for providing QuickBooks authentication.

Name (required): Provide a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection, and a unique identifier will prove helpful later when selecting among a list of connections that you’ve created.

Application (required, non-editable): A reminder of the app you’re editing. 

Environment (required): Select one of the following, depending on the QuickBooks account instance you’re connecting to:

• Production accounting API: your live production environment https://quickbooks.api.intuit.com for accounting.
• Production payment API: your live production environment https://api.intuit.com for payment.
• Sandbox accounting API: sandbox environment
  https://sandbox-quickbooks.api.intuit.com for accounting user acceptance testing.
• Sandbox payment API: sandbox environment https://sandbox.api.intuit.com for payment user acceptance testing.

IClient (required): Select the iClient that stores the client ID and client secret provided to you by QuickBooks. To add an iClient and configure your credentials, click the plus (+) button. Click the edit ( ) button to modify a selected iClient. Provide a clear and distinguishable name to use in any other connections. Multiple layers of protection are in place, including AES 256 encryption, to keep your connection’s client secret safe. When editing the iClient at any point, you must enter the secret value again; it is stored only when the connection is saved and never displayed as text.

Retrieve your QuickBooks client ID and client secret

1. Sign in to your QuickBooks developer account.

2. Navigate to Dashboard.
3. Click +Create an app. The Create app page appears.
4. Select the required platform.

5. Provide the app Name.
6. Select the required scopes.
7. Click Create app. The Develop your app page appears.

8. Navigate to Development settings > Keys and Credentials or to Production settings > Keys and Credentials depending on the QuickBooks account instance you are connecting to.
9. If you are connected through a production account, you must provide the below mentioned app details:

10. Copy the Client ID and Client secret separately and paste them into your connection’s Client values.

C. Edit advanced QuickBooks settings

Before continuing, you have the opportunity to provide additional configuration information, if needed, for the QuickBooks connection.

Borrow concurrency from (optional): Select another connection from the list. By default, all data flowing through a connection record is submitted to the respective endpoint application at the Concurrency level configured for that connection record. There are cases, however, where multiple integrator.io connections need to share the same concurrency level, and this field allows you to specify which connection you would like to borrow from. With borrowed concurrency, the data flowing through both connections will be submitted to the endpoint application together, via a shared concurrency model.

Note: Selecting another app changes form...

Concurrency level (optional): Up to 25 allowed...

D. Save and authorize

To save and authorize the QuickBooks connection:

1. Click Save & authorize to commit your changes and proceed to log in with QuickBooks.
2. Enter the email address and password of your registered QuickBooks account.
3. Click Sign in.

The new connection is now successfully added to your account. It will be applied to the current source or destination app if you created it within a flow. Otherwise, you may proceed to register the connection with an integration.