QuickBooks

Supported version: Cloud.

Supported Authentication: OAuth 2.0 Authentication

API Rate Limit: 300 requests/300 sec

Application Registration on QuickBooks

This document explains the steps to register the application and how to use it on Gathr Analytics.

Step 1: Register application on Intuit Developer Account

  1. Sign Up for Intuit Developer Account using the following URL:

    Get Started

  2. Once your Intuit Developer Account is created then Sign In to the Account using the following URL:

    Get Started

  3. Click on Dashboard on top right corner.

  4. In “Apps” tab, click "+ Create an app".

  5. Select QuickBooks Online and Payments as your platform.

  6. Enter a name for your app and select Accounting and Payments (US only) as scopes.

  7. Click Create app to generate your Client ID and Client Secret.

  8. To view your Oauth 2.0 credentials:

    a. On the Dashboard, under “Apps”, click the App Name you created.

    b. On the “Develop your app” page, under “Development” on the left menu, click Keys & OAuth.

  9. Add the Redirect URI’s: Redirect URL of Gathr Analytics host.

    Ex.: https://HostName-123.Klera.com:48444/AccountManagementWebService/callback.html

NOTE: The “HostName-123.Klera.com” will be your organization’s HostName.domainName for the server where Gathr Analytics is deployed. Please replace this part with your Gathr Analytics Server’s HostName.domainName in the URL given above and then use it.

IMPORTANT: 1. This URL should be accessible from the client machine from which end-user will access Gathr Analytics. You may need to create a DNS entry or configure proxy accordingly to make this URL accessible.

2. Please make sure your QuickBooks instance must be accessible from the Gathr Analytics Machine.**
  1. Copy Client ID and Client Secret and keep it safe. We will need this information in the next step.

Step 2: Import QuickBooks Connector on Gathr Analytics.

  1. Right click on the Floor -> Application Builder -> Import

  2. Browse the Application Template (QuickBooks Connector). This process will generate a dataset “REST Application Data Sources”. Bring it on the Floor.

  3. Right click on “QuickBooks Data Source” »Connector » Connections » Configure. Enter the following details in the form:

    a. Instance URL: https://sandbox-quickbooks.api.intuit.com/v3/company/{Company Id} b. Application Key: Client ID received from Step 1- #10. c. Application Secret: Client Secret received from Step-1 #10. d. Authorization URL: https://appcenter.intuit.com/connect/oauth2 e. Access Token URL: https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer f. Domain for Callback: Enter HostName and Domain Name of the Gathr Analytics machine used in step 1- #9 Example: HostName-123.Klera.com

    g. Scope: com.intuit.quickbooks.accounting com.intuit.quickbooks.payment h. In Additional Authorization Parameters enter the following details: Key: State Value: quickbooks i. Click on ‘Save’. j. On clicking ‘Save’, a pop-up will appear which requires QuickBooks user to login using the credentials and select your company and click on “Next” if asked in the pop-up window.

Important: Please make sure, the pop-up is not blocked by the chrome browser.

If you have any feedback on Gathr documentation, please email us!

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