Authentication in QuickBooks: Quick Guide in 5 Steps 🧩

Go to https://developer.intuit.com/app/developer/dashboard and generate your unique credentials to authenticate with QuickBooks. This is the first step to start integrating QuickBooks into your business!

Once everything is set up, you will have your unique credentials; here’s an example:

Step 2: Download and Configure the SDK

Visit the QuickBooks documentation to download the SDK for your programming language. Configure your SDK client with the generated credentials.

const createOauthClient = (production = false) => {

  return new OAuthClient({

    clientId: process.env.QUICKBOOKS_CLIENT_ID,

    clientSecret: process.env.QUICKBOOKS_SECRET,

    environment: production ? ‘production’ : ‘sandbox’,

    redirectUri: production ? process.env.QUICKBOOKS_REDIRECT_URL_PROD : process.env.QUICKBOOKS_REDIRECT_URL_SANDBOX,

  })

}

Use your SDK client to generate the authorization link that will redirect your users to the QuickBooks page to grant permission to your application.

Example with the JavaScript SDK:

javascript

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Set up an endpoint to receive the redirection from QuickBooks after users authorize your application. Make sure to add this endpoint to the list of redirect URLs in your developer dashboard.

Once you receive the authorization code and the Realm ID, exchange them for an access token using your SDK client. This token will allow you to make calls to the QuickBooks API on behalf of your users.

Example with the JavaScript SDK:

javascript

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Don’t forget to transform it from Object to base64! Here are some examples:

Make a Request to the QuickBooks API

With the access token, you can make requests to the QuickBooks API. Here’s an example of how to make a GET request using Postman

  • Open Postman and create a new request.

Select the GET method and the URL of the QuickBooks API you want to access. In this example, we will use the endpoint to get company information:


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  • Add the necessary headers

  • Send the request and check the response. If everything is set up correctly, you will receive company information in JSON format.
  1. Review the official documentation: QuickBooks documentation is full of useful resources.
  2. Handle your credentials securely: Use environment variables to store sensitive information.
  3. Implement error handling: Capture and properly handle any errors during the authentication process.
  4. Update and refresh tokens: Access tokens have a limited lifespan, make sure to refresh them before they expire.
  1. Invalid Redirect URI: Ensure that the configured redirect URL matches exactly the one used in the code.
  2. Invalid Grant: Exchange the authorization code for an access token as soon as possible.
  3. Network Errors: Implement retries and error handling to minimize the impact of network issues.
  4. Token Expiry: Implement token refresh logic to avoid failures in API requests to QuickBooks.

Konvex’s unified API allows you to integrate QuickBooks and many other ERP APIs using the same endpoints, simplifying and speeding up the integration process.

Using a single API reduces development times and implementation costs, enabling more efficient and faster integration. This way, you avoid having to integrate independently, incurring costs with your current team. 

Offering fast and efficient integrations with multiple ERPs improves the customer experience and strengthens your value proposition. You increase your revenue while reducing the churn rate.

Managing integrations with multiple systems is easier and less expensive with a unified API, facilitating maintenance and updates.

Konvex’s Unified API with QuickBooks Integration

If you need more information about any specific step or encounter any problems during the process, do not hesitate to contact us. The Konvex team is available to help you integrate QuickBooks and many more systems into your business quickly, safely, and efficiently!

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