QuickBooks Online Connector Configuration

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

From the Integrations page of your Workspace, select + Add Connection next to the QuickBooks Online connector. The Workspace Connection window opens. Select Create New and enter values in the following 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

Select Production if you selected App Xchange as your OAuth Client. Select Sandbox if you selected App Xchange Sandbox as your OAuth Client. This value controls which API endpoint is called.

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

Optional: Enter a version number from Intuit’s list of minor API versions. This locks your connection to this API version, which improves stability. Leave this field blank to automatically use the latest version of Intuit’s API.