Time tracking & scheduling solution that makes payroll, invoicing, and job costing a breeze.
See the table below for the list of data you can read with the QuickBooks connector.
AllowIPNPayment, AllowOnlinePayment, AllowOnlineCreditCardPayment, AllowOnlineACHPayment, Id, MetaData, CustomField, DocNumber, TxnDate, CurrencyRef, CustomerRef, Line, FreeFormAddress, ShipFromAddr, DueDate, TotalAmt, ApplyTaxAfterDiscount, PrintStatus, Balance
Id, MetaData, CustomField, DocNumber, TxnDate, CurrencyRef, CustomerRef, Line, FreeFormAddress, ShipFromAddr, TotalAmt, ApplyTaxAfterDiscount, PrintStatus, Balance
Name, SubAccount, Description, FullyQualifiedName, Active, Classification, AccountType, AccountSubType, AcctNum, CurrentBalance, CurrentBalanceWithSubAccounts, CurrencyRef, Id, MetaData
Taxable, BillAddr, ShipAddr, Job, BillWithParent, Balance, BalanceWithJobs, CurrencyRef, PreferredDeliveryMethod, IsProject, Id, MetaData, FullyQualifiedName, CompanyName, DisplayName, PrintOnCheckName, Active, PrimaryEmailAddr
Name, Active, FullyQualifiedName, Taxable, UnitPrice, Type, IncomeAccountRef, PurchaseCost, TrackQtyOnHand, Id, MetaData
RemainingCredit, Id, MetaData, CustomField, DocNumber, TxnDate, CurrencyRef, CustomerRef, Line, CustomerMemo, TotalAmt, Balance
Adjustment, TotalAmt, HomeTotalAmt, Id, MetaData, DocNumber, TxnDate, CurrencyRef, ExchangeRate, Line
PrivateNote, PaymentType, MetaData, RemitToAddr, CurrencyRef, ExchangeRate, TotalAmt, PrintStatus, AccountRef, Id, EntityRef, TxnDate, domain, Credit, DocNumber, Line, PurchaseEx
HourlyRate, CustomerRef, Taxable, Description, Minutes, MetaData, ItemRef, Id, domain, TxnDate, EmployeeRef, BillableStatus, NameOf, ClassRef, Hours
Date, TransactionType, Num, Name, Memo, Split, Class, Amount, Balance, Categories
Follow the steps below to get the credentials you need to use the QuickBooks connector.
Once you have registered for an Intuit Developer account, you should be able to access the Developer Dashboard which should look something like below:
From here, you can create an OAuth app by selecting Create an app. Select QuickBooks Online and Payments as the platform you want to develop for, as pictured below:
You will then need to provide an app name, scope, and select the teamt o access the app. hotglue integrations generally do not deal with QuickBooks Payments, so you can just select the
com.intuit.quickbooks.accounting scope as pictured below:
Once done, select Create app. This will take you to the App settings page, where you can configure two separate sets of credentials:
- Development Settings gives you credentials / settings for configuring an OAuth app to access QuickBooks Online Sandbox accounts. This is only for testing purposes.
- Production Settings gives you credentials / settngs for configuring an OAuth app to access QuickBooks Online Production accounts.
For this example, I will walk through the Development Settings, as the process is the same for both. Click on Keys & credentials
You should then see a screen similar to below, where you can a Redirect URI:
From this screen, add
<https://hotglue.xyz/callback> as a valid redirect URI. If you do not do this step, hotglue will not be able to make OAuth connections on your behalf. Once done, click Save
Now you can insert the client id and client secret pair from the Keys section into your hotglue QuickBooks source settings.
Updated 4 months ago