QuickBooks connector references

Overview

QuickBooks is a powerful accounting software that simplifies financial management for small and medium-sized businesses. This connector helps you perform various actions in QuickBooks, enabling efficient bookkeeping, invoicing, expense tracking, and more, to streamline your financial operations.

Meta information

The essential details of this connector are as follows:

Connector	QuickBooks
Authentication Type	OAuth 2.0
API version	v3
Data Centers	US, EU, IN, CN, SA, and AU
Applicable for	C5, C6
Website	https://quickbooks.intuit.com/accounting/
Privacy Policy	https://www.intuit.com/privacy/
API documentation	https://developer.intuit.com/app/developer/qbo/docs/develop
Categories	Accounting & Invoicing

Creating a QuickBooks connector in Zoho Creator

Navigate to Microservices in the left pane and click + Create New. Then click Pick & Create next to Connections.
The list of built-in connectors will be displayed. Use the search bar to narrow down to the QuickBooks connector and create a connection.
Make the required customizations in the Add Connection pane. Under Connection Mode, select one of the following:
- Quick connect (Zoho credential): Authorizes using Zoho's credentials. No OAuth credentials are required.
- Custom (Your credential): Authorizes using your own credentials. Paste the Client ID and Client Secret values copied from your QuickBooks account.
Click Create And Authorize and you'll be redirected to Intuit's authorization page. Enter your authorization credentials and accept the access permissions. After successful authorization, the connection is ready to be used in your applications.

Modules & actions

The actions which can be performed by this connector are as follows:

Module	Action	Description
Account	Add a account record	To create an account object
		Fetch a account record	Retrieves the details of an account object that has been previously created
		Fetch all account records	Retrieves the details of all account objects
		Search account records	Returns the results of the query
		Sync account records	To fetch and sync data for an integration field
		Update a account record	To update any of the writable fields of an existing account object
Customer	Add a customer record	To create a customer
		Fetch all customer records	Retrieves the details of all customers
		Fetch a customer record	Retrieves the details of an existing customer
		Search customer records	Returns the results of the query
		Sync customer records	To fetch and sync data for an integration field
		Update a customer record	To update any of the writable fields of an existing customer object
Department	Add a department record	To create a department object
		Fetch all department records	Retrieves the details of all existing department objects
		Fetch a department record	Retrieves the details of an existing department object
		Search department records	Returns the results of the query
		Sync department records	To fetch and sync data for an integration field
		Update a department record	To update any of the writable fields of an existing department object
Employee	Add a employee record	To create an employee object
		Fetch all employee records	Retrieves the details of all existing employee objects
		Fetch a employee record	Retrieves the details of an existing employee object
		Search employee records	Returns the results of the query
		Sync employee records	To fetch and sync data for an integration field
		Update a employee record	To update any of the writable fields of an existing employee object
Vendor	Add a vendor record	To create an vendor object
		Fetch all vendor records	Retrieves the details of all existing vendor objects
		Fetch a vendor record	Retrieves the details of an existing vendor object
		Search vendor records	Returns the results of the query
		Sync vendor records	To fetch and sync data for an integration field
		Update a vendor record	To update any of the writable fields of an existing vendor object

Where this connector can be used

Data sources

For integration forms and integration fields, only selected resources can be used. The table below indicates which modules within QuickBooks support the creation of various components, such as integration forms, reports, and more, in Creator.

Module	Integration field	Integration form	Integration report
Account	✓	✓	✓
Customer	✓	✓	✓
Department	✓	✓	✓
Employee	✓	✓	✓
Vendor	✓	✓	✓

Deluge

The actions mentioned above, under the Modules & actions section, can all be performed using Deluge workflows:

Method	Description
invokeURL	The Deluge invokeURL task can be used to access all the QuickBooks APIs. For complete information on the APIs, visit the QuickBooks API doc.

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