ConnectorsSetup guides
QuickBooks
Financial records and their descriptions.
What it brings in
Financial records and their descriptions.
Credentials
A client ID, secret and refresh token from the Intuit developer portal, plus your realm ID.
Settings
| Setting | What it is |
|---|---|
client_id | Client ID |
client_secret | Client secret |
realm_id | Realm ID |
refresh_token | Refresh token |
sandbox | Use the sandbox environment |
Adding it
- Connectors → Add connector → QuickBooks
- Decide global or personal — this is the one choice that is awkward to change later
- Enter the credentials above
- Narrow the scope before the first sync
- Save. Syncing starts immediately
Nothing is searchable until the first sync finishes. Progress is on the connector page.
If it fails
The connector page shows the error. The usual causes are an expired credential, a permission changed on the far side, or — for QuickBooks — access not having been granted to the specific content yet.