Intuit QuickBooks

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Connect AI Squared to Intuit QuickBooks

This guide will help you configure the Intuit QuickBooks Connector in AI Squared to access and transfer data from your Intuit QuickBooks database.

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Prerequisites

Before proceeding, ensure you have the required client id, client secret, realm id, and refresh token from your Intuit QuickBooks database.

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Step-by-Step Guide to Connect to your Intuit QuickBooks Database

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Step 1: Navigate to Intuit QuickBooks Database

Start by logging into your Intuit QuickBooks Console.

1. Sign in to your Intuit QuickBooks account at Intuit QuickBooks Console.

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Step 2: Locate Intuit QuickBooks Configuration Details

Once you’re in the Intuit QuickBooks console, you’ll find the necessary configuration details:

1. Client ID, Client Secret, Realm ID, and Refresh Token:
   • Click the My Hub dropdown menu on the top-right of the Intuit QuickBooks Console then click Playground.
   • Once in Playground follow the steps to retrive your Client ID, Client Secret, Realm ID, and Refresh Token and note them down.

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Step 3: Configure Intuit QuickBooks Connector in Your Application

Now that you have gathered all the necessary details, enter the following information in your application:

• Client ID: The unique identifier for your QuickBooks application. This is issued by Intuit when you register your app in the QuickBooks Developer Portal.

• Client Secret: A secure secret key associated with your Client ID. Used together with the Client ID to authenticate your app when requesting OAuth tokens.

• Realm ID: A unique identifier for a QuickBooks company (also known as the Company ID). Required to make API requests specific to that company account.

• Refresh Token: A long-lived token used to obtain a new access token when the current one expires. This is essential for maintaining a persistent connection without requiring the user to re-authenticate.

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Step 4: Test the Intuit QuickBooks Connection

After configuring the connector in your application:

1. Save the configuration settings.
2. Test the connection to Intuit QuickBooks database from your application to ensure everything is set up correctly.
3. Run a test query or check the connection status to verify successful connectivity.

Your Intuit QuickBooks connector is now configured and ready to query data from your Intuit QuickBooks database.

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Supported sync modes

This guide will help you seamlessly connect your AI Squared application to Intuit QuickBooks Database, enabling you to leverage your database’s full potential.