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QuickBooks Online integration

{% hint style="info" %} If you’re new to integrations in Rewst, read through our introductory integration documentation here. {% endhint %}

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 the box for com.intuit.quickbooks.accounting under Authorization scope.

  8. Click Done.

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

    1. If you wish to add the app to Intuit's Production environment rather than Development, you'll need to complete this additional step.

    2. Click ⋮to open the app.

    3. Click the slider to toggle Production.

    4. Fill out all required information in the accordion menus. The required questions may differ from the image below depending on your previous use of Production with Intuit.

    5. If prompted to fill out a questionnaire under App Information, check the last option under question 1. This will shorten the required information needed. Other selections under this question will lead to longer, more involved additional questions.

    6. Click Show credentials.

  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. Leave this page open in one tab in your browser; do not close this page. Start a new tab, navigate to Rewst, and proceed to the set up steps below.

Set up steps in Rewst

  1. Navigate to Marketplace > 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. At the top of the new page that appears, you'll find a URL unique to you and your Rewst instance. Copy this URL.
  5. Return to the browser tab where you completed your QuickBooks setup steps. Paste the copied URL into the field and save.
  6. Return to your browser tab where you're using Rewst.

{% hint style="warning" %} Note that if you ever choose to uninstall and reinstall the QuickBooks integration, a new link will be generated and appear at the top of your configuration screen in Rewst. You'll need to update this link in QuickBooks for the integration to successfully reinstall {% endhint %}

  1. Under Parameters:
  2. Choose your hostname from the drop-down selector - set as quickbooks.api.intuit.com for production or sandbox-quickbooks.api.intuit.com for development
  3. Enter your copied information into the following relevant fields:
    1. Quickbooks Online App Client Secret
    2. Quickbooks Online Client ID

{% hint style="warning" %} 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. {% endhint %}

  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.

{% hint style="info" %} The QuickBooks integration does not require you to complete the organization mapping process. {% endhint %}

{% hint style="success" %} 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. {% endhint %}

Actions and endpoints

{% hint style="info" %} For more on how actions work in Rewst, check out our introductory actions documentation here. {% endhint %}

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