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Configuration

To set up the QuickBooks source, provide the following configuration parameters:
KeyDescriptionSample ValueRequired
client_idClient ID associated with your QuickBooks app.123456✅
client_secretClient secret generated when you create your QuickBooks app.abcdefg✅
start_dateThe start date for syncing data. Format: YYYY-MM-DDTHH:MM:SSZ.2021-01-01T00:00:00Z✅
user_agentUser agent name registered for your QuickBooks app.agent_name✅
realm_idRealm ID associated with your QuickBooks company account.123456✅
refresh_tokenRefresh token used to renew the access token after expiration (requires offline_access scope).abcdefg✅

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How to Generate Credentials

Follow QuickBooks’ OAuth 2.0 Authentication Playground guide to generate the required credentials:
  1. Register a new QuickBooks app to get your client_id and client_secret.
  2. Configure the OAuth scopes required by your app.
  3. Use the OAuth 2.0 playground to complete authentication and retrieve your refresh_token and realm_id.

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Additional Notes

  • The start_date determines how far back data will be synced.
  • Ensure that the offline_access scope is enabled to obtain a refresh_token.
  • Tokens expire after a set period; use the refresh_token to obtain new access credentials automatically.
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