How it works
QuickBooks Online is Intuit’s accounting software for managing customers, invoices, bills, and payments. Connect QuickBooks to your Zite app to view and update your accounting data without exporting spreadsheets. App visitors don’t need their own QuickBooks accounts—your app uses the company you connect. By connecting QuickBooks, you can:- Look up, add, and update customers and vendors
- Create and view invoices
- Create and view bills
- Record and review payments
- View the accounts in your chart of accounts
- Build dashboards from your accounting data
How to integrate QuickBooks into your app
1
Connect to QuickBooks
Ask Zite to connect your app to QuickBooks in the chat box. Alternatively, click + in the chat box, select Integrations, then choose QuickBooks.To try things out with test data first, check Connect to a sandbox company. Then sign in with your Intuit account, choose the QuickBooks company you want to connect, and approve the requested access.
2
Describe your use case
Tell Zite how you want to use QuickBooks in your app. For example, “Show unpaid invoices for each customer” or “Let the team look up a customer and create an invoice.”Zite can work with the customers, vendors, accounts, invoices, bills, and payments in your connected company. Tell it what your app should show or collect.
3
Test and publish
Test the QuickBooks features in your app to make sure everything works as expected. Use a sandbox company while you build if you can.Click
Publish in the upper right corner to deploy your changes and make the QuickBooks integration available in your live app.Common use cases
With a QuickBooks connection, you can create apps like:- Customer Directories: Look up and update customer details
- Invoicing Tools: Create invoices and show which ones are still unpaid
- Bill Trackers: Log vendor bills and see what’s due
- Payment Recorders: Record payments and review payment history
- Finance Dashboards: Combine customers, invoices, bills, and payments in one view
Important notes
- Test or live data: Choose Connect to a sandbox company before you sign in if you want test data. You can’t switch an existing connection between test and live data. Connect again to use the other.
- One company per connection: Your app works only with the QuickBooks company you choose when you connect.
- Account access: Your app can read and change accounting data in the connected company. Choose who can use your app with that in mind.
- Not included: QuickBooks Desktop, payroll, and Intuit’s payment processing aren’t supported.
- Editing records: If someone changes a record in QuickBooks while your app is saving it, the save may fail. Try again to use the latest version.
- Disconnecting: Deleting the QuickBooks connection in Zite also removes Zite’s access in QuickBooks. If that doesn’t work, remove Zite from the connected apps in your Intuit account.
Need help with this integration? Contact support@zite.com.