Quickbooks Online

QuickBooks Online uses the OAuth authentication standard. You can use the Embedded Credentials (see below) to connect without setting any connection properties. When you connect, the provider opens the OAuth endpoint in your default browser. Simply log in and grant permissions to the application. The provider then completes the OAuth process.

Alternatively, you can create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties.

To obtain the access token, set the following connection properties:

  • CompanyId: The unique identifier of a given company in QuickBooks Online.

  • OAuthClientId: The consumer key in your app settings.

  • OAuthClientSecret: The consumer secret in your app settings.

  • CallbackURL: The Launch URL in your app settings.

Authenticate using the Embedded OAuth 2.0 Credentials

You can connect without setting any connection properties for your user credentials. After setting InitiateOAuth to GETANDREFRESH, you are ready to connect.

When you connect, the provider then completes the OAuth process.

  1. Extracts the access token from the callback URL and authenticates requests.

  2. Obtains a new access token when the old one expires.

  3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.

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