QuickBooks

QuickBooks is an accounting software designed to help businesses manage their finances, track expenses, and generate invoices. It offers powerful tools for bookkeeping, payroll, and tax preparation, making financial management simpler and more efficient for small to medium-sized businesses.

Required minimum permission for QuickBooks

Admin

QuickBooks authentication method

The required authentication method is OAuth (OAuth 2.0).

Required QuickBooks credentials

The following credentials are required:

• Username
• Password

To manually integrate QuickBooks with SaaS Manager Plus

1. Click App Integrations available in the left pane and click QuickBooks from the applications list.
2. Provide the client ID and client secret.
3. Click Authorize, and you will be redirected to the QuickBooks sign in page.
4. On the QuickBooks sign in page, enter your admin username and password.
5. Click Authorize.

To create a client ID and client secret

• Visit developer.intuit.com/app/developer/qbo/docs/get-started and developer.intuit.com/app/developer/qbo/docs/get-started/get-client-id-and-client-secret
• Publish the app and use the production keys (client ID and client secret) to connect your production live account to SaaS Manager Plus.
• Get the redirect URL from this link

Required QuickBooks scopes

com.intuit.quickbooks.accounting

Add our product url as redirect URL: saasmanagerplus.manageengine.com/callback

Stored QuickBooks information

• Invoice ID
• Invoice line item name
• Invoice customer email
• Invoice line item total
• Invoice date
• Invoice currency

QuickBooks API endpoints

Invoices:

quickbooks.api.intuit.com/v3/company/<<companyid>>/query

NOTE: API access availability varies by vendor plan and subscription tier.