Accounting & HR
Set up QuickBooks Online
Connect QuickBooks Online to make the company's accounting searchable — customers, vendors, invoices, bills, payments, estimates, credit memos, refund receipts, sales receipts and the chart of accounts become situated facts with exact rollups. Read-only — only SELECT queries are ever issued, nothing is written back.
Before you start
- The credential is your own Intuit app — a Client ID, a Client secret and a refresh token.
- At developer.intuit.com create an app with the Accounting scope; Keys & credentials shows the Client ID and Client Secret together — use the Production keys.
Mint the refresh token
Mint a refresh token once via the app's own OAuth playground at developer.intuit.com. Intuit rotates the refresh token roughly daily and the source stores the fresh one automatically; one left unused for 100 days expires — mint a fresh one if paused that long.
- In QuickBooks note the Company ID (realm) — press Ctrl+Alt+? or gear icon → Account and settings → Additional info.
- Documents → QuickBooks Online, enter the Company ID and paste the Client ID, Client secret and Refresh token.
- Set Environment (Advanced) only when testing against an Intuit sandbox company.
- Optionally narrow to specific record types under Only these record types (Advanced); blank syncs all.
- Choose access groups, Test, then Sync.
What comes in
- Customers and vendors, each with its own record.
- Invoices, bills, estimates, credit memos, refund receipts and sales receipts, linked to the customer or vendor they belong to, with exact totals and balances.
- Payments, linked to the customer they settle.
- The chart of accounts.
| Environment | Production reads your real company; Sandbox reads an Intuit developer test company only. |
|---|---|
| Only these record types | Narrows the sync to the listed types, one per line; blank reads all. |
Access
Visible only to the access groups chosen when the source is set up — QuickBooks exposes no per-record viewers of its own, so that list governs everything the source brings in.
Accounting is sensitive — put this source behind a finance access group unless the numbers are meant to be company-wide. Each record type is capped at 5,000 rows per sync.
Last updated 20 Sep 2026