QuickBooks - Mage AI

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Configuration

To set up the QuickBooks source, provide the following configuration parameters:

Key	Description	Sample Value	Required
`client_id`	Client ID associated with your QuickBooks app.	`123456`	✅
`client_secret`	Client secret generated when you create your QuickBooks app.	`abcdefg`	✅
`start_date`	The start date for syncing data. Format: `YYYY-MM-DDTHH:MM:SSZ`.	`2021-01-01T00:00:00Z`	✅
`user_agent`	User agent name registered for your QuickBooks app.	`agent_name`	✅
`realm_id`	Realm ID associated with your QuickBooks company account.	`123456`	✅
`refresh_token`	Refresh token used to renew the access token after expiration (requires `offline_access` scope).	`abcdefg`	✅

How to Generate Credentials

Follow QuickBooks’ OAuth 2.0 Authentication Playground guide to generate the required credentials:

Register a new QuickBooks app to get your client_id and client_secret.
Configure the OAuth scopes required by your app.
Use the OAuth 2.0 playground to complete authentication and retrieve your refresh_token and realm_id.

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.

XeroSync accounting data from Xero including invoices, contacts, payments, and more. Supports incremental syncing with automatic OAuth token refresh.