QuickBooks Setup Guide

Follow our setup guide to connect QuickBooks to Fivetran.

Prerequisites

To connect QuickBooks to Fivetran, you need:

• An active QuickBooks Online admin account
• An active Quickbooks developer account
• The user name and password for your QuickBooks account
• The ability to receive confirmation codes for your QuickBooks account

Setup instructions

Create custom app

1. Sign in to QuickBook.

2. In the top-right corner of the page, click My Hub, then select App dashboard from the drop-down.

3. Click + to create a new app.

4. Click Get Started.

5. In the Tell us about your app page, do the following:

   i. Enter you App name and click Next.

   ii. In Add permissions page, select com.intuit.quickbooks.accounting and click Done.

   iii. Click Confirm.

   This creates an IN DEVELOPMENT API credentials.

   iv. Click Open app.

6. In the left navigation pane, go to Keys and credentials and click Production tab.

7. In the App details tab, expand the collapsible sections and specify 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 diconnect URL as https://fivetran.com/dashboard.

   v. Enter category of your app as Data Management.

   vi. Enter regulated industries that use your app as None of the above.

   vii. Enter the country you reside and your IP address.

8. Go to Compliance and click Start questionnaire.

9. 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

10. Click Create a Production Key.

11. In the left navigation pane, select Settings, then select Redirect URI tab, and enter the redirect URI as https://fivetran.com/integrations/quickbooks/oauth2/return

12. Make a note of the Client ID and Client Secret. You will need these to configure Fivetran.

Finish Fivetran configuration

1. Enter your chosen destination schema name in the connection setup form.

2. Enter the production environment client ID and client secret you generated in Step 1.

3. Click Authorize. You will be taken to a QuickBooks authorization page.

4. Log in to your QuickBooks account.

5. 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 any sandbox company.

6. Click Save & Test. Fivetran will take it from here and sync your data from your QuickBooks account.

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