Intuit QuickBooks Online Connector Configuration

Connecting

The QuickBooks Online connector uses a structured connection type for easier configuration.

1. From the Integrations page of your Workspace, select + Add Connection next to the QuickBooks Online connector. The Workspace Connection window opens. 

2. Select Create New and enter values in the relevant fields. 

Name

Create a name for this connection, preferably including the company name and environment. For example, Sandbox Trimble_US_1.

OAuth Client

• Select App Xchange to establish a live connection. 

• Alternatively, select App Xchange Sandbox to connect to one of your sandbox companies.

Connection Environment

This value controls which API endpoint is called.

• Select Production if you selected App Xchange as your OAuth Client. 

• Select Sandbox if you selected App Xchange Sandbox as your OAuth Client. 

Important: Ensure that the Connection Environment matches the appropriate OAuth Client.

Company ID

Enter the numerical company ID for the QuickBooks company you want to integrate. For more information, see Find your Company ID on QuickBooks Online help. 

Minor Version

• Leave this field blank to automatically use the latest version of Intuit’s API. 

• Optional: Enter a version number from Intuit’s list of minor API versions. This locks your connection to this API version, which improves stability. 

Configuration

No configuration parameters are needed except the connection. 

Details

This connector includes an accounting module with customer, item, purchase order, and vendor data objects to begin with. It may be extended later to include broader coverage of the data entities and capabilities provided by the application.