QuickBooks Accounting

General Information

Website: quickbooks.intuit.com
Software type: Software as a service (SaaS)
Geography: 🌍 GlobalSupport multi-folder: ✅

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Introduction

QuickBooks Accounting is a comprehensive cloud-based accounting software designed for small and medium-sized businesses. Developed by Intuit, it provides real-time financial insights, automated bookkeeping, invoicing, expense tracking, and tax preparation tools. QuickBooks helps businesses streamline their financial operations with features like bank reconciliation, inventory management, and detailed reporting capabilities.

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Configure QuickBooks Accounting

Prerequisite(s)
  • Create an Intuit Developer account and register your application
  • Obtain OAuth 2.0 credentials (Client ID and Client Secret) from the Intuit Developer Dashboard
  • Activate the QuickBooks Accounting integration on the Chift platform
Process
  • Sign up for an Intuit Developer account and complete the registration
  • Create a new app in the Intuit Developer Dashboard:
    • Select “QuickBooks Online Accounting API” as your integration
    • Configure the redirect URI to: https://chift.app/oauth2/redirect
    • Set required scopes: com.intuit.quickbooks.accounting
  • Copy your Client ID and Client Secret from the app dashboard
  • Navigate to the connector page in the Chift back office and toggle the activation switch for QuickBooks Accounting
  • When activating the connector, you will be prompted to enter the Client ID and Client Secret you previously copied
  • The OAuth2 flow will capture the Realm ID (Company ID) automatically during connection
  • Submit your app for Production approval through the Intuit Developer portal when ready for live connections. Details can be found here

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Test QuickBooks Accounting

QuickBooks provides a robust sandbox environment for testing integrations:
  • Access the Intuit Developer Playground with sample company data
  • Sandbox and production environments are automatically selected based on your app configuration
  • Test with multiple company scenarios and data types
  • Validate OAuth flows and API endpoints before going live
  • Note: Customer invoice creation is not supported in either sandbox or production environments

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Connect QuickBooks Accounting

To activate a connection with QuickBooks Accounting, users will have to go through the following steps:

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Technical Limitations

Invoice Type Restrictions
  • Customer invoice creation is not supported through this integration
  • Only supplier invoice types (bills and vendor credits) can be created
  • Customer invoices and credit memos can be read but not created
API Constraints
  • Multi-plan analytic accounts are not supported (QuickBooks uses a single class system)
  • Realm ID is required for all API operations

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Rate Limiting

QuickBooks Online API has the following rate limits:
  • 500 requests per minute for most endpoints
  • 100 requests per minute for Reports API
  • 10 requests per minute for batch operations
These limits are automatically managed by Chift to optimize performance and prevent interruptions. However, once the API rate limit is reached, Chift cannot bypass these limitations and requests will need to wait until the limit resets. For high-volume operations, it’s recommended to plan accordingly and distribute requests over time.