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Set up a connection to QuickBooks

Rachel Shanthi Bijja
Updated

Important

The previous QuickBooks connector with hosted OAuth 2.0 was deprecated in October 2022 and is replaced with the generic OAuth 2.0. Hence, if you have any connections and existing flows with the previously hosted OAuth 2.0 connector, it is recommended and required to perform the below actions:

  1. Create a connection using the new QuickBooks connector as described in this article.

  2. Reauthorize any of the previous QuickBooks connections used in your flows.

  3. If you had, in the interim, already configured a custom HTTP connection to QuickBooks , replace it with the new prebuilt connection and reconfigure your flows.

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.

Set up a connection

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting

Instructions

Name your connection *

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

API type *

Choose the API type, depending on the QuickBooks API type you're connecting to. The settings then become specific to the selected API type.

Tip

This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see OAuth 2.0 universal connector documentation.

API type: Accounting API

Setting

Instructions

Environment *

Select the required environment type.

If your account URL https://quickbooks.api.intuit.com,select Production accounting API.

If your account URL is https://sandbox-quickbooks.api.intuit.com., select Sandbox accounting API.

OAuth 2.0 client *

Select the OAuth 2.0 client that stores the API key (client ID and client secret) provided to you by QuickBooks.

dataLoad.svg​​ How to retrieve client ID and client secret

To add an OAuth 2.0 client and configure your credentials, click the plus ( + ) button. Click the edit (pencil.svg) button to modify a selected OAuth 2.0 client. For more information, see Create an OAuth 2.0 iClient resource.

Scopes *

Scopes are OAuth 2.0 permissions that the QuickBooks API defines to limit access to your account.

How to retrieve client ID and client secret

  1. Sign in to your QuickBooks developers account.

  2. Navigate to Dashboard.

  3. Click +Create an app. The Create app page opens.

  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 app details.

  10. Copy Client ID.

  11. Copy Client secret.

API type: Payment API

Setting

Instructions

Environment *

Select the required environment type.

If your account URL https://quickbooks.api.intuit.com,select Production payment API.

If your account URL is https://sandbox-quickbooks.api.intuit.com., select Sandbox payment API.

OAuth 2.0 client *

Select the OAuth 2.0 client that stores the API key (client ID and client secret) provided to you by QuickBooks.

dataLoad.svg​​ How to retrieve client ID and client secret

To add an OAuth 2.0 client and configure your credentials, click the plus ( + ) button. Click the edit (pencil.svg) button to modify a selected OAuth 2.0 client. For more information, see Create an OAuth 2.0 iClient resource.

Scopes *

Scopes are OAuth 2.0 permissions that the QuickBooks API defines to limit access to your account.

dataLoad.svg​​ How to configure scopes

How to retrieve client ID and client secret

  1. Sign in to your QuickBooks developers account.

  2. Navigate to Dashboard.

  3. Click +Create an app. The Create app page opens.

  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 app details.

  10. Copy Client ID.

  11. Copy Client secret.

How to configure scopes

  1. Click Scope.

  2. To access all of the scopes in the API, click the » button.

    – or –

    Check the scopes you want to add and click the > button.

  3. Click Save.

Additional references