> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chift.eu/llms.txt
> Use this file to discover all available pages before exploring further.

# QuickBooks (Accounting)

export const OverviewLegend = ({showTitle = true}) => <blockquote>
    {showTitle && <p>
        <strong>Overview legend 🧭</strong>
      </p>}
    <table>
      <thead>
        <tr>
          <th>Column</th>
          <th>Value</th>
          <th>Meaning</th>
        </tr>
      </thead>
      <tbody>
        <tr>
          <td>Geography</td>
          <td>🇫🇷 FR · 🇧🇪 BE · …</td>
          <td>Countries where the connector is officially supported.</td>
        </tr>
        <tr>
          <td rowSpan={3}>Software type</td>
          <td>SaaS</td>
          <td>Through API.</td>
        </tr>
        <tr>
          <td>On-premise (local agent)</td>
          <td>
            Software running locally — installation of a local agent is
            required.
          </td>
        </tr>
        <tr>
          <td>On-premise (API)</td>
          <td>Software running locally — API available.</td>
        </tr>
        <tr>
          <td rowSpan={2}>Status</td>
          <td>🔵 Live</td>
          <td>Connector is generally available and production-ready.</td>
        </tr>
        <tr>
          <td>🟣 Beta</td>
          <td>
            Connector is in beta — usable in production but may still evolve.
          </td>
        </tr>
        <tr>
          <td>Multi folder</td>
          <td>✅ Yes / ❌ No</td>
          <td>
            Connection to multiple accounting folders at the same time (see{' '}
            <a href="/developer-guides/api-guides/accounting/folders">
              accounting folders guide
            </a>
            ).
          </td>
        </tr>
        <tr>
          <td>Rate limits</td>
          <td>✅ No / ❌ Yes</td>
          <td>Whether the target software sets rate limits on API calls.</td>
        </tr>
        <tr>
          <td rowSpan={3}>API keys</td>
          <td>❎ No</td>
          <td>
            No API keys required (OAuth2 client secret and client ID). No
            requirements to activate the connector — you can create a
            connection.
          </td>
        </tr>
        <tr>
          <td>🔑</td>
          <td>
            Keys are required to activate the connector. Chift cannot act as
            intermediary to obtain them; we can still assist with steps to get
            keys directly from the software provider.
          </td>
        </tr>
        <tr>
          <td>🔑 ☑️ via Chift</td>
          <td>
            Keys are required to activate the connector. You can go through
            Chift to get the keys (intermediary or partnership keys). An
            approval process may still apply, but you do not need to request
            keys from the vendor on your own.
          </td>
        </tr>
        <tr>
          <td rowSpan={3}>Approval / certification process</td>
          <td>⚡ Instant</td>
          <td>
            No keys required, or Chift can encode their keys for you when
            requested. Activation is instantaneous.
          </td>
        </tr>
        <tr>
          <td>🟢 Approval — [Duration]</td>
          <td>
            Approval will be granted. The vendor may require information or app
            configuration in a developer portal before issuing keys.
          </td>
        </tr>
        <tr>
          <td>🟠 Approval — [Duration]</td>
          <td>
            Approval is not guaranteed — often due to integration strategy; the
            vendor may do a deeper assessment (competitors, partnership
            requirements, and similar).
          </td>
        </tr>
        <tr>
          <td rowSpan={2}>Activation time</td>
          <td>⚡ Instant</td>
          <td>
            If no keys are required, or Chift has keys ready to share with you.
          </td>
        </tr>
        <tr>
          <td>Time</td>
          <td>
            Estimated time to get the connector activated in production as a
            result of the approval or certification process (e.g. ⏱️ 2 days, 1
            week).
          </td>
        </tr>
        <tr>
          <td rowSpan={3}>Extra fees — software editor</td>
          <td>❎ No</td>
          <td>No fees charged by the software editor.</td>
        </tr>
        <tr>
          <td>💰 🕹️</td>
          <td>Fees associated with obtaining a testing account.</td>
        </tr>
        <tr>
          <td>💰 🔑</td>
          <td>Fees charged to get API keys.</td>
        </tr>
        <tr>
          <td rowSpan={2}>Extra fees — end user</td>
          <td>❎ No</td>
          <td>The end user does not pay extra to get integrated.</td>
        </tr>
        <tr>
          <td>💰 Yes</td>
          <td>The end user must pay extra to get integrated.</td>
        </tr>
        <tr>
          <td>Comments on costs</td>
          <td>—</td>
          <td>Additional notes on fees or pricing when relevant.</td>
        </tr>
        <tr>
          <td rowSpan={4}>Sandbox account</td>
          <td>✅ via Chift</td>
          <td>Chift can provide you with a sandbox.</td>
        </tr>
        <tr>
          <td>🟠 Only through integrator</td>
          <td>Only the software's integrator can provide a sandbox.</td>
        </tr>
        <tr>
          <td>✅ Self-service</td>
          <td>You can create your own sandbox.</td>
        </tr>
        <tr>
          <td>✅ Trial account</td>
          <td>It is possible to create a trial account.</td>
        </tr>
      </tbody>
    </table>
  </blockquote>;

export const ConnectorCardIframe = ({api = 'accounting', connectors}) => {
  const [theme, setTheme] = React.useState('light');
  React.useEffect(() => {
    const checkTheme = () => {
      const isDark = document.documentElement.classList.contains('dark');
      setTheme(isDark ? 'dark' : 'light');
    };
    checkTheme();
    const observer = new MutationObserver(checkTheme);
    observer.observe(document.documentElement, {
      attributes: true,
      attributeFilter: ['class']
    });
    return () => observer.disconnect();
  }, []);
  const queryParams = new URLSearchParams({
    api,
    theme,
    ...connectors ? {
      connectors
    } : {}
  });
  const iframeUrl = `https://chift-coverage-matrix.s3.eu-west-3.amazonaws.com/connector-card.html?${queryParams.toString()}`;
  return <iframe src={iframeUrl} title={`Chift connector information - ${api}`} style={{
    display: 'block',
    width: '100%',
    height: '480px',
    margin: 0,
    padding: 0,
    border: 'none'
  }} />;
};

export const CoverageIframe = ({api = 'accounting', connectors}) => {
  const [theme, setTheme] = React.useState('light');
  const [isFullscreen, setIsFullscreen] = React.useState(false);
  const [currentIframeUrl, setCurrentIframeUrl] = React.useState(null);
  const iframeRef = React.useRef(null);
  React.useEffect(() => {
    const checkTheme = () => {
      const isDark = document.documentElement.classList.contains('dark');
      setTheme(isDark ? 'dark' : 'light');
    };
    checkTheme();
    const observer = new MutationObserver(checkTheme);
    observer.observe(document.documentElement, {
      attributes: true,
      attributeFilter: ['class']
    });
    return () => observer.disconnect();
  }, []);
  React.useEffect(() => {
    const handleFullscreenChange = () => {
      setIsFullscreen(!!document.fullscreenElement);
    };
    document.addEventListener('fullscreenchange', handleFullscreenChange);
    return () => document.removeEventListener('fullscreenchange', handleFullscreenChange);
  }, []);
  React.useEffect(() => {
    const handleMessage = event => {
      if (!event.origin.includes('chift-coverage-matrix.s3.eu-west-3.amazonaws.com')) return;
      if (event.data?.type === 'urlChange' && event.data?.url) {
        setCurrentIframeUrl(event.data.url);
      }
    };
    window.addEventListener('message', handleMessage);
    return () => window.removeEventListener('message', handleMessage);
  }, []);
  const queryParams = new URLSearchParams({
    api,
    theme,
    ...connectors ? {
      connectors
    } : {}
  });
  const iframeUrl = `https://chift-coverage-matrix.s3.eu-west-3.amazonaws.com/coverage.html?${queryParams.toString()}`;
  const openUrl = currentIframeUrl || iframeUrl;
  const toggleFullscreen = () => {
    if (!document.fullscreenElement) {
      iframeRef.current?.requestFullscreen();
    } else {
      document.exitFullscreen();
    }
  };
  const isDark = theme === 'dark';
  const buttonStyle = {
    display: 'inline-flex',
    alignItems: 'center',
    gap: '8px',
    padding: '4px 12px',
    fontSize: '14px',
    fontWeight: '500',
    color: isDark ? '#d4d4d4' : '#374151',
    backgroundColor: 'transparent',
    border: `1px solid ${isDark ? '#404040' : '#e5e7eb'}`,
    borderRadius: '12px',
    cursor: 'pointer',
    textDecoration: 'none',
    transition: 'all 0.15s ease'
  };
  const hoverBg = isDark ? 'rgba(255,255,255,0.05)' : 'rgba(0,0,0,0.03)';
  const hoverBorder = isDark ? '#525252' : '#d1d5db';
  const defaultBg = 'transparent';
  const defaultBorder = isDark ? '#404040' : '#e5e7eb';
  return <>
  <div style={{
    display: 'flex',
    justifyContent: 'flex-end',
    gap: '12px',
    marginBottom: '8px'
  }}>
    <button onClick={toggleFullscreen} style={buttonStyle} onMouseEnter={e => {
    e.target.style.backgroundColor = hoverBg;
    e.target.style.borderColor = hoverBorder;
  }} onMouseLeave={e => {
    e.target.style.backgroundColor = defaultBg;
    e.target.style.borderColor = defaultBorder;
  }}>
      <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round">
        {isFullscreen ? <>
            <polyline points="4 14 10 14 10 20"></polyline>
            <polyline points="20 10 14 10 14 4"></polyline>
            <line x1="14" y1="10" x2="21" y2="3"></line>
            <line x1="3" y1="21" x2="10" y2="14"></line>
          </> : <>
            <polyline points="15 3 21 3 21 9"></polyline>
            <polyline points="9 21 3 21 3 15"></polyline>
            <line x1="21" y1="3" x2="14" y2="10"></line>
            <line x1="3" y1="21" x2="10" y2="14"></line>
          </>}
      </svg>
      {isFullscreen ? 'Exit Fullscreen' : 'Fullscreen'}
    </button>
    <a href={iframeUrl} target="_blank" rel="noopener noreferrer" style={buttonStyle} onMouseEnter={e => {
    e.target.style.backgroundColor = hoverBg;
    e.target.style.borderColor = hoverBorder;
  }} onMouseLeave={e => {
    e.target.style.backgroundColor = defaultBg;
    e.target.style.borderColor = defaultBorder;
  }}>
      <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round">
        <path d="M18 13v6a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V8a2 2 0 0 1 2-2h6"></path>
        <polyline points="15 3 21 3 21 9"></polyline>
        <line x1="10" y1="14" x2="21" y2="3"></line>
      </svg>
      Open in new tab
    </a>
  </div>
  <iframe ref={iframeRef} src={iframeUrl} title={`Chift Coverage Matrix - ${api}`} style={{
    height: 'max(500px, 80vh)'
  }} className="w-full" allowFullScreen />
  <blockquote>
    <p>
      <strong>Matrix Legend 🧭</strong>
    </p>
    <table>
      <thead>
        <tr>
          <th>Status</th>
          <th>Meaning</th>
        </tr>
      </thead>
      <tbody>
        <tr>
          <td>✅ Implemented</td>
          <td>Endpoint is implemented and available.</td>
        </tr>
        <tr>
          <td>❌ Not supported</td>
          <td>
            Endpoint is not supported by the target software (connector
            limitation). Cannot be implemented.
          </td>
        </tr>
        <tr>
          <td>💬 On request</td>
          <td>
            Endpoint is not implemented but feasibility is validated. Can be
            implemented on request — contact your Chift point of contact to
            discuss scope and timing.
          </td>
        </tr>
        <tr>
          <td>🔎 To be analyzed</td>
          <td>
            Endpoint is not implemented and feasibility has not yet been fully
            assessed. Analysis is pending.
          </td>
        </tr>
      </tbody>
    </table>
  </blockquote>
</>;
};

<ConnectorCardIframe api="accounting" connectors="Quickbooks Accounting" />

<Accordion title="Overview Legend 🧭">
  <OverviewLegend showTitle={false} />
</Accordion>

## 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.

## 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

**Activation Process**

* Sign up for an [Intuit Developer account](https://developer.intuit.com/) 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](https://developer.intuit.com/app/developer/qbo/docs/go-live/list-on-the-app-store/what-to-expect-during-the-review)

## 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

## Connect QuickBooks Accounting

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

* French article: [Help Center - QuickBooks Accounting FR](https://help.chift.app/articles/1919343388-quickbooks-accounting?lang=fr)
* English article: [Help Center - QuickBooks Accounting EN](https://help.chift.app/articles/1919343388-quickbooks-accounting?lang=en)

## 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

## 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.

## Coverage

<CoverageIframe api="accounting" connectors="Quickbooks Accounting" />

## Troubleshooting

### Specific errors for QuickBooks:

| Error Code                                     | Error description                                                                         | Resolution                                            |
| ---------------------------------------------- | ----------------------------------------------------------------------------------------- | ----------------------------------------------------- |
| ERROR\_CUSTOMER\_INVOICE\_TYPE\_NOT\_SUPPORTED | Customer invoices and refunds cannot be created with the QuickBooks accounting connector. | Use supplier invoice types instead.                   |
| ERROR\_ACCOUNT\_TYPE\_NOT\_ALLOWED             | Journal entries can only be linked to general ledger accounts in QuickBooks.              | Use only general ledger accounts for journal entries. |