QuickBooks Online integration

If you’re new to integrations in Rewst, read through our introductory integration documentation here.

What does the QuickBooks Online integration do?

Our QuickBooks Online integration automates financial and operational, workflows. Use the Quickbooks Online API within Rewst workflows to enable automatic invoicing, real-time synchronization of customer and financial data, and reduce manual data entry.

Set up the Quickbooks Online integration

Set up steps in QuickBooks Online

1. Log in to your QuickBooks account.

2. Navigate to this address: https://developer.intuit.com/app/developer/dashboard . You may need to switch to classic view if you aren't able to see the dashboard.

3. Navigate to My Hub > App Dashboard.

4. Click + to add a new app.

5. Enter Rewst in the Tell us about your app field.

6. Click Next.

7. Check off the box for com.intuit.quickbooks.accounting under Authorization scope.

   
8. Click Done.

9. Click Confirm in the Add these permissions? Dialog that appears.

10. Copy your Client ID and Client Secret. Store them somewhere secure. You’ll need these for further set up steps in Rewst.

11. Navigate to Settings in the left side menu.

12. Click the Redirect URIs tab.

13. Click + Add URI.

14. Enter the following URL into the field, and click Save.

https://engine.rewst.io/integrations/quickbooks_online/callback/01954351-002e-7dfd-99d2-db9966733596

Set up steps in Rewst

1. Navigate to Configuration > Integrations in the left side menu of your Rewst platform.

2. Search for QuickBooks in the integrations page.
3. Click on the integration tile to launch the configuration setup page.

4. Under Parameters:

   1. Choose your hostname from the drop-down selector - set as quickbooks.api.intuit.com for production or sandbox-quickbooks.api.intuit.com for development

   2. enter your copied information into the following relevant fields:

      1. Quickbooks Online App Client Secret

      2. Quickbooks Online Client ID

If you are using the sandbox environment, use the appropriate sandbox hostname. This will direct API calls to the QuickBooks Online sandbox environment. Note: Sandbox credentials are different from Production credentials. They are under Development Settings and Production Settings respectively.

1. Click Save Configuration.

2. Click Authorize. A dialog will appear from QuickBooks Online to authorize the connection. You may be prompted to log in.

3. Choose a company from the drop-down selector. This is the company that Rewst will interact with.
4. Click Next.

5. Click Connect.

Actions and endpoints

Category	Action	Description
Accounts	Create Account	Creates an account, then returns the Account object
Accounts	Read Account	Returns the account object, given the ID
Accounts	Update Account	Fully update an account, then return the Account object
Accounts	List Accounts	Lists all accounts
Customers	Create Customer	Creates a customer, then returns the Customer object. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required during object create.
Customers	Read Customer	Returns the customer object, given the ID
Customers	Update Customer	Fully update an customer, then return the Customer object
Customers	List Customers	Lists all customers
Deposit	Create Deposit	Creates a Deposit, then returns the Deposit object
Deposit	Read Deposit	Returns the deposit object, given the ID
Deposit	Update Deposit	Fully update an deposit, then return the Deposit object. If sparse update, only the provided fields will be updated. If sparse is false, the entire deposit will be updated and empty fields will be nullified.
Deposit	Delete Deposit	Delete an deposit
Deposit	List Deposits	Lists all deposits
Generic Request	Quickbooks Online API Request	Generic action for making authenticated requests against the Quickbooks Online API
Invoice	Create Invoice	Creates an Invoice, then returns the Invoice object
Invoice	Read Invoice	Returns the invoice object, given the ID
Invoice	Update Invoice	Fully update an invoice, then return the Invoice object. If sparse update, only the provided fields will be updated. If sparse is false, the entire invoice will be updated and empty fields will be nullified.
Invoice	Delete Invoice	Delete an invoice
Invoice	List Invoices	Lists all invoices