Accounting & HR
Set up QuickBooks Online
Connect QuickBooks Online to make the company's accounting searchable — customers, vendors, invoices, bills, payments, estimates, credit memos, refund receipts, sales receipts and the chart of accounts become situated facts with exact rollups. Read-only — only SELECT queries are ever issued.
- Find the Company ID: in QuickBooks press Ctrl+Alt+? (or gear icon → Account and settings → Additional info) and copy the number.
- Documents → QuickBooks Online, enter the Company ID, then click Connect and sign in — or use your own Intuit app with the fields below.
- Choose access groups, Test, then Sync.
Accounting is sensitive — put this source behind a finance access group unless the numbers are meant to be company-wide.
Your own Intuit app (no Connect button)
At developer.intuit.com create an app with the Accounting scope, copy its Client ID and secret into the source, and mint a refresh token once via Intuit's OAuth playground. Intuit rotates the refresh token roughly daily and the source stores the fresh one automatically; one left unused for 100 days expires — reconnect if the source was paused that long.
Last updated 29 Aug 2026