QuickBooks Setup Guide
Follow our setup guide to connect QuickBooks to Fivetran.
Prerequisites
To connect QuickBooks to Fivetran, you need:
- A QuickBooks Online admin account
- A QuickBooks developer account to create client credentials
- The ability to receive confirmation codes for your QuickBooks account
Setup instructions
Create custom app
Sign in to your QuickBooks developer account.
Click My Hub, and then select App dashboard from the drop-down menu.
Click + to create a new app.
Click Get Started.
In the Tell us about your app page, do the following:
i. Enter your App name and click Next.
ii. In the Add permissions page, select
com.intuit.quickbooks.accountingand then click Done.iii. Click Confirm to create IN DEVELOPMENT API credentials.
iv. Click Open app.
In the navigation pane, go to Keys and credentials and then click the Production tab.
In the App details tab, expand the collapsible sections and do the following:
i. Enter your End-user license agreement URL and Privacy Policy URL.
ii. Enter Host domain as
fivetran.com.iii. Enter Launch URL as
https://fivetran.com/.iv. Enter Disconnect URL as
https://fivetran.com/dashboard.v. Select the App Category as Data Management.
vi. Select the Regulated Industries as None of the above.
vii. Select the Country you reside in from the drop-down and then enter your IP address.
Go to Compliance and click Start questionnaire.
In the App Information tab, select You were asked to create ..... QuickBooks and enter the documentation link
https://fivetran.com/docs/connectors/applications/quickbooks/setup-guide#setupinstructions.Click Create a Production Key.
In the navigation pane, select Settings, and then select the Redirect URI tab.
Enter the Redirect URI as
https://fivetran.com/integrations/quickbooks/oauth2/return.Make a note of the Client ID and Client secret. You will need them to configure Fivetran.
Finish Fivetran configuration
In the connection setup form, enter the Destination schema name of your choice.
Enter the production environment Client ID and Client secret you created.
Click Authorize. You will be redirected to your QuickBooks account to authorize Fivetran's access.
Log in to your QuickBooks developer account.
On the QuickBooks authorization page, click Connect to grant Fivetran access to your QuickBooks account and select the company you want to sync the data for. Once you have finished, you will be redirected back to Fivetran.
- To avoid connection failures, make sure to assign only one connection per company, and not to authorize the company outside of Fivetran during authorization.
- Make sure you do not configure the connection for a sandbox company.
Click Save & Test. Fivetran will take it from here and sync your data from your QuickBooks account.