Quickbooks Integration with Office 365, SharePoint and 100+

 

Intuit QuickBooks data can be integrated and synchronized codeless with various other data sources using the Layer2 Cloud Connector via our Quickbooks Online data provider. Please take a look here for supported target systems and applications like various SQL databases, Microsoft Office 365, SharePoint, Exchange, Dynamics and many others.​

 

QuickBooks is well-known as an accounting software package developed and marketed by Intuit. Quickbooks products are geared mainly toward small and medium-sized businesses and offer on-premise accounting applications as well as cloud based versions that accept business payments, manage and pay bills, and payroll functions.

 

Intuit QuickBooks Integration and Synchronization with Office 365 and SharePoint

 

 

You can connect supported data sources to Quickbooks codeless. To connect to Intuit QuickBooks Online 2015 the data entity must be configured as follows in the Layer2 Cloud Connector Connection Manager:

Connection settings in the Layer2 Cloud Connector for Quickbooks Online integration

 

Fig.: Sample connection configuration to connect to Intuit QuickBooks customers list.

QuickBooks Specific Integration Settings

 

​Please note the following Intuit QuickBooks specific settings.

 

 

  • Choose “QuickBooks Online” the Data Provider for your data entity (source and / or destination).
  • You will need to set up a QuickBooks development account and visit the developer page of intuit to create an app for QuickBooks. With this app you can get the needed tokens/values for your connection. (https://developer.intuit.com/)Your login credentials are the same like in your normal used QuickBooks Account. Next click on “My Apps” and then on “Create new app”. Now choose “Select API’s” and check “Accounting” before you can go on with “Create App”. After your app is created, click on the link “Test connect to app (OAuth)” in the right sidebar.This will open a new tab with the headline “Intuit Anywhere Developer Playground”. Change no settings and click on the centered button labeled with “Connect to QuickBooks”. Now click in the appearing pop up “Authorize”. The previous tab will change and you will find a section with the headline “Post-Connection Interactions” on it. In this section click on the link “App Menu API Test”. On the now appearing tab you will find your four values.
  • You can make use of all SQL queries. If you want to see all available tables and views, use this following selects:

    SELECT * FROM sys_tables
    SELECT * FROM sys_views
  • Please take care about a valid primary key.
  • You can map your data query fields to specific external fields in the Layer2 Cloud Connector. Please take care about data types (simple type conversions are supported).
  • No installation or changes are required with any data entity connected.
  • Data synchronization can be started manually in the Connection Manager, per command line or scheduled in background by the Layer2 Cloud Connector Windows Service. Only data changes are processed (no delete / bulk import).
  • No programming required for setup a connection and sync.
  • No need to open your local network for access from outside.

Step-by-Step Intros For Codeless QuickBooks Data Integration And Synchronization

 

Just some ideas what to connect next with to QuickBooks queries:

 

OAuthClientID=<your_client_id>;
OAuthClientSecret=<your_client_secret>;
InitiateOAuth=GETANDREFRESH;
CallbackURL=<redirect_uri_from_your_app>; OAuthVersion=2.0;

 

Select Statement:

 

SELECT * FROM Messages WHERE ChannelID=’CBZVAAE6L’ AND SearchTerm Like ‘’;

 

You can get all available tables with:  

 

SELECT * FROM sys_tables;

 

You can get all available views with:  


SELECT * FROM sys_views;

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