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.

The QuickBooks integration does not require you to complete the organization mapping process.

Got an idea for a new Integration? Rewst is constantly adding new integrations to our integrations page. Submit your idea or upvote existing ideas here in our Canny feedback collector.

Actions and endpoints

For more on how actions work in Rewst, check out our introductory actions documentation here.

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

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