Quickbooks

Get started with the Quickbooks source!

Connector Details

NameValue
PlatformQuickBooks Online
Auth TypeOAuth
Sync TypeIncremental
DirectionBidirectional
API versionREST API, Minor Version 45 (released December 19, 2019)
Testing AccountFree Developer Account
Unified SchemaSupported in the Accounting Schema

Connector Versions

NameVersionStageDescription
QuickBooksv1GASupports production QuickBooks online accounts
QuickBooks (S)v1GASupports sandbox QuickBooks online accounts

Create OAuth app

To create a QuickBooks OAuth app, you will need to register for a free developer account on the Intuit Developer Portal.

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:

That's it! Just repeat the process to enable the Quickbooks Production OAuth app.

Supported Data

The QuickBooks tap currently supports the following objects:

NameDescription
AccountAccounts are what businesses use to track transactions.
BalanceSheetReport
BillBills for goods or services supplied by vendors.
CashFlowReport
CreditMemoThe CreditMemo object is a financial transaction representing a refund or credit of payment or part of a payment for goods or services that have been sold.
CustomerA customer is a consumer of the service or product that your business offers.
EmployeeAn Employee object represents a person working for the company.
GeneralLedgerReportFor each specified account, the report shows all the transactions that occurred in that account over a period of time. It includes the beginning balance and total for each account.
InvoiceAn Invoice represents a sales form where the customer pays for a product or service later.
ItemAn item is a thing that your company buys, sells, or re-sells, such as products and services. An item is shown as a line on an invoice or other sales form.
JournalEntryJournalEntry is a transaction in which there are at least one pair of lines, a debit and a credit, called distribution lines.
ProfitAndLossDetailReportThe profit and loss statement is a financial statement that summarizes the revenues, costs, and expenses incurred during a specified period.
PurchaseA Purchase object represents an expense, such as a purchase made from a vendor.
SalesReceiptA SalesReceipt object represents the sales receipt that is given to a customer. A sales receipt is similar to an invoice.
TimeActivityThe TimeActivity object represents a record of time worked by a vendor or employee.
TransactionListReport
VendorA person or business that supplies goods or services to the company.

Don't see something you're looking for? Let us know

You can always edit the data you're pulling from the QuickBooks connector in the field map settings:


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