Set up an OAuth 2.0 HTTP 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 allows you to track your business at any time.

QuickBooks documentation: API guide, Authentication

Currently, Celigo integrator.io does not offer a prebuilt connector to QuickBooks. However, you can integrate with the API by setting up a universal HTTP connection with OAuth 2.0 authentication. 

Contents

• A. Set up an HTTP connection
• B. Describe the general HTTP connection settings
• C. Provide required HTTP account information
• D. Configure authentication settings
  • Retrieve your QuickBooks client ID and client secret
• E. Specify how to test this connection
• F. Save and authorize

A. Set up an HTTP connection

Start establishing an HTTP 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 HTTP.

The Create connection panel opens with required and advanced settings.

B. Describe the general HTTP connection settings

Edit the General settings specific to your account and this connection resource.

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. 

Mode (required): Select Cloud.

C. Provide required HTTP account information

Note: This article is concerned only with the settings needed for the QuickBooks connection. For complete field documentation, see Set up an OAuth 2.0 HTTP connection.

At this point, you’re presented with a series of options for providing HTTP authentication.

Base URI (required): Enter the QuickBooks base URI depending on the account instance you're connecting to:

• Sandbox accounting: https://sandbox-quickbooks.api.intuit.com.
• Sandbox payment: https://sandbox.api.intuit.com.
• Production accounting: https://quickbooks.api.intuit.com.
• Production payment: https://api.intuit.com.

Media type (required): Select JSON.

Override media type for success responses: Accept the default value, Do not override.

Override media type for error responses: Accept the default value, Do not override.

D. Configure authentication settings

In the Configure authentication section, select Auth type as OAuth 2.0. The settings then become specific to OAuth 2.0 connections:

OAuth 2.0 client (required): Assuming you haven’t yet established a QuickBooks iClient (client ID-client secret). 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.

Grant type (required): Select Authorization code.

Send client credentials via (required): Select Basic auth header.

Authorization URL (required): Enter the QuickBooks authorization URL: https://appcenter.intuit.com/connect/oauth2.

Scope (required): Enter the required QuickBooks scope:

• Accounting scopes:
  com.intuit.quickbooks.accounting openid profile email phone address.
• Payment scopes: com.intuit.quickbooks.payment.

Access token URL (required): Enter the QuickBooks access token URL: https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer.

Send token via (required): Select HTTP header.

Header name (required): Accept the default value, Authorization.

Headerscheme: Select Bearer.

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.

E. Specify how to test this connection

Expand the How to test this connection? section.

HTTP method (required): Select GET.

Relative URI (required): Enter the QuickBooks relative URI:
/v3/company/9130354971645096/query?query=select * from CompanyInfo.

F. Save and authorize

To save and authorize the QuickBooks connection:

1. Click the Save & authorize button 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.

4. Click Connect to establish the connection.

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.