Set up QuickBooks Online

Learn how to set up and enable the QuickBooks Online integration in Sync2Books.

Prerequisites

Before setting up the QuickBooks Online integration, ensure you have:

• ✅ Sync2Books account - An active Sync2Books account

• ✅ QuickBooks Online account - A QuickBooks Online account (or sandbox account for testing)

• ✅ Intuit App - A registered Intuit app (see below)

Step 1: Create an Intuit App

To connect to QuickBooks Online, you need to create an app in the Intuit Developer Portal.

1. Go to Intuit Developer Portal

2. Sign in or create an account

3. Click Create an app

4. Select QuickBooks Online as the product

5. Fill in your app details:

   • App Name: Your application name

   • Redirect URI: https://api.sync2books.com/v1/quickbooks/callback (or your callback URL)

   • Scopes: Select the required scopes (see below)

6. Save your app credentials:

   • Client ID (App ID)

   • Client Secret (App Secret)

Required scopes

For expense management, you need the following scopes:

• com.intuit.quickbooks.accounting - Access to accounting data

• com.intuit.quickbooks.payment - Access to payment data (if needed)

Step 2: Configure your Sync2Books application

1. Log in to your Sync2Books Dashboard

2. Navigate to Applications → Select your application

3. Go to Integrations → QuickBooks Online

4. Enter your Intuit app credentials:

   • Client ID: Your Intuit App ID

   • Client Secret: Your Intuit App Secret

   • Environment: sandbox (for testing) or production (for live)

5. Save the configuration

Step 3: Test the connection

1. Create a test company in Sync2Books

2. Get the authorization URL for QuickBooks Online

3. Complete the OAuth flow

4. Verify the connection is created successfully

Example: Create company and get auth URL

# Create company
curl -X POST "https://api.sync2books.com/v1/companies" \
  -H "X-API-Key: {apiKey}" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Test Company"
  }'

# Response includes authUrl
{
  "company": {
    "id": "company-uuid",
    "name": "Test Company"
  },
  "authUrl": "https://appcenter.intuit.com/connect/oauth2?..."
}

# Get auth URL for existing company
curl -X GET "https://api.sync2books.com/v1/companies/{companyId}/auth-url?integrationKey=QUICKBOOKS" \
  -H "X-API-Key: {apiKey}"

Step 4: Connect a company

1. Open the authUrl in a browser

2. Sign in to QuickBooks Online

3. Authorize the connection

4. You'll be redirected back to your application

5. The connection is automatically created

Verify connection

curl -X GET "https://api.sync2books.com/v1/companies/{companyId}/connections" \
  -H "X-API-Key: {apiKey}"

You should see a connection with integrationKey: "QUICKBOOKS" and status: "CONNECTED".

Sandbox vs Production

Sandbox (Testing)

• Use for development and testing

• Connect to QuickBooks Online sandbox companies

• No real financial data

• Faster rate limits

Production (Live)

• Use for live customer connections

• Connect to real QuickBooks Online companies

• Real financial data

• Stricter rate limits

Troubleshooting

Connection fails

• Verify your Intuit app credentials are correct

• Check that redirect URI matches your app configuration

• Ensure required scopes are selected

OAuth flow doesn't complete

• Check redirect URI configuration

• Verify callback URL is accessible

• Check browser console for errors

Connection status is ERROR

• Check connection details in Sync2Books Dashboard

• Verify OAuth token hasn't expired

• Reconnect the company if needed

Next steps

Once your integration is set up:

1. Configure expense mapping - Set up default accounts and tax rates

2. Create your first expense - Sync an expense transaction

3. Upload receipts - Attach files to expenses

Read next

• QuickBooks Online overview - Learn about the integration

• QuickBooks Online integration reference - API reference

• QuickBooks Online FAQs - Common questions