QuickBooks

Accounting software.

Overview

QuickBooks is an accounting software package developed and marketed by Intuit.

API Information

The Quickbooks connector has the following Base URL: https://quickbooks.api.intuit.com. More information can be found on their main API documentation (v3) site. Details regarding their API limitations can be found here.

QuickBooks templates

Please note that we have the following QuickBooks templates available: These will give you pre-configured best practice ways of working with QuickBooks and integrating it with other connectors. However, please continue to at least read the Authentication setup instructions on this page to enable you to get started with using QuickBooks.

Authentication

When using the QuickBooks connector, the first thing you will have to do is click on 'Create new authentication' in the step editor: quickbooks-auth

Important! Starting 1 Nov 2025, all customers must use their own OAuth app. In the environment picker, select Use own OAuth app and follow the steps below to configure it. (The shared Development/Production options will not be supported after 1 Nov 2025.)

Quickbooks use own oauth app

Give your app a name and description, then click Next. You’ll be asked to provide an App Key and App Secret, which require an Intuit account. Once you’ve logged in, create a workspace if you don’t already have one. After the workspace is created, you can access it in one of two ways:

Click directly on the workspace, or
Open the “My Hub” dropdown in the top-right corner and select “App Dashboard”. After that you'll be able to click on existing apps or create a new one by hitting the "+" sign.

Quickbooks choose or create app

When creating a new app you have to give it a name, then enable the needed permissions scopes and hit done. Next, we need to set the redirect URI.

Click on "Settings" from the menu on the left, in there you will need to add an URI by clicking the "Add URI" button. Make sure to add **https://auth.tray.io/oauth2/token **in to the URI input and hit "Save"(make sure to toggle between "Development" and "Production" as needed).

Quickbooks redirect url

Next we'll get our **Client ID **and Client Secret.

Quickbooks app dashboard credentials

Note: you will only be able to use production credentials within Tray app. Intuit require you to fill some additional information before to be obtaining the production credentials.

If you need to use development credentials please contact support.

After you got your Client Id and Client Secret, return to the Tray app and fill in the required fields

Quickbooks fill creds Then hit "Create auth app"

Then click "Create authentication".

Quickbooks create auth

You will be prompted to review these permissions, then click "Connect".

Quickbooks connect prompt Once you approve, the authentication should be complete. Please run the simplest operation available to test and make sure you can retrieve data as expected.