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Integration Service user guide

Last updated Oct 3, 2025

QuickBooksOnline authentication

Prerequisites

To be able to create a connection, you need to have a QuickBooks account with the following credentials:

  • an Email address or a user ID associated with your account
  • a Password to your account
  • a verified phone number associated to your account if you want to receive the verification code via SMS or via phone call.

Add the QuickBooksOnline connection

To create a connection to your QuickBooks instance, you need to perform the following steps:

  1. Select Integration Service from the left rail.
  2. From the Connectors list, select QuickBooksOnline. You can also use the search bar to narrow down the connector.
  3. Select Connect to QuickBooksOnline.
  4. Choose the environment you want to access, Production or Sandbox, and then select Connect.



  5. You are now redirected to the Intuit sign in page. Enter your standard credentials and select the Sign In button.



  6. Choose how to receive the verification code. In this case, we will choose Text a code.



  7. Enter the code you received and select Continue.

  • Prerequisites
  • Add the QuickBooksOnline connection

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