Integrate QuickBooks with Tailor Platform

Overview

QuickBooks is an accounting software that provides comprehensive financial management tools, including invoicing, expense tracking, payroll processing, and financial reporting. Integrate the QuickBooks API into your applications to automate workflows and streamline financial management processes.

In this guide, we will explain how to integrate QuickBooks with Tailor Platform by leveraging the platform's powerful triggers.

Tailor Platform Triggers

You can integrate QuickBooks with Tailor Platform using triggers. Refer to executor service guide to learn about different types of triggers.

Connect Quickbooks

This integration guide will walk you through the steps to set up a connection between Tailor PF and QuickBooks.

Prerequisites

Before you begin integrating with the QuickBooks API, you'll need to:

  1. Create an Intuit Developer account

  2. Create a workspace

  3. Create a new app

  • Choose an app name
  • Add required permissions (e.g., com.intuit.quickbooks.accounting)

1. Getting Your Access Token

QuickBooks uses OAuth 2.0 for API authentication. Follow these steps to get your access token:

  1. Log in to your QuickBooks account

  2. Select My Hub from the option menu and click Playground to access the authentication testing environment

Quickbooks Integration Guide – Select Playground

The Playground is a testing environment that helps you understand the OAuth 2.0 flow and obtain your access token.

Follow these steps in the Playground to generate your authentication credentials.

  1. Get Authorization Code

  • Select your workspace

  • Select your app

  • The Client ID and Client Secret will be automatically loaded

  • Configure OAuth settings:

    • Select the scope com.intuit.quickbooks.accounting

  • Click the Get authorization code button

  1. Get OAth 2.0 token from auth code

  • In this section the authorization code and Realm ID will be pre-loaded automatically

  • Click the Get tokens button

Quickbooks Integration Guide – Get Token

2. Store QuickBooks Credentials

Store your QuickBooks access token as a secret in the Tailor PF using one of the following methods:

Using the Tailor CLI

  1. Create a vault to store the API key

Run the following commands to create a vault named quickbooks-vault and to store the secret key.

<span><span style="color: var(--shiki-token-function)">tailorctl</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string)">workspace</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string)">vault</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string)">create</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string)">--name</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string)">quickbooks-vault</span></span>
<span><span style="color: var(--shiki-token-function)">tailorctl</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string)">workspace</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string)">vault</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string)">secret</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string)">create</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string)">--name</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string)">quickbooks-key</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string)">--vault</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string)">quickbooks-vault</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string)">--value</span><span style="color: var(--shiki-color-text)"> </span><span style="color: var(--shiki-token-string)">{</span><span style="color: var(--shiki-color-text)">$access_token</span><span style="color: var(--shiki-token-string)">}</span></span>
<span></span>

Through the Console

  1. Navigate to your workspace where the app is deployed and select settings tab to add the secret

Quickbooks Integration Guide – Add Secret

  1. Create a new vault and add the access token

Quickbooks Integration Guide – Create Vault

3. Making API Requests to QuickBooks

You can call the QuickBooks APIs using triggers.

Base URL

All API requests should be made to the following base URL:

  • Production: https://quickbooks.api.intuit.com/v3/company/<realmId>

  • Sandbox: https://sandbox-quickbooks.api.intuit.com/v3/company/<realmId>