How it works
QuickBooks Online is accounting software for managing customers, invoices, bills, and payments. Connect it to your Zite app with Zite’s Intuit OAuth app—you sign in with Intuit and choose a company. You do not create your own Intuit app or paste a Client ID and Client Secret. The connection requests Intuit’s accounting scope only (com.intuit.quickbooks.accounting). It does not include Intuit payment APIs.
App visitors don’t need to connect their own QuickBooks accounts—your app uses the QuickBooks company (realm) you authorize.
By connecting QuickBooks, you can:
- Read and write customers
- Read and write vendors and accounts
- Read and write invoices and bills
- Read and write payments
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.Before you sign in, decide which environment to use:
- To try the integration against a sandbox company, check Connect to a sandbox company.
- Leave the checkbox unchecked to connect a production company. Production is the default and uses your live books.
- Sign in with Intuit, choose the QuickBooks company to connect, and approve read and write access to accounting data.
2
Describe your use case
Tell Zite how you want to use QuickBooks in your app. For example, “Show unpaid invoices for our customers” or “Let the team look up a customer and create an invoice.”Zite can work with the customers, vendors, accounts, invoices, bills, and payments available to your connection. 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. Prefer a sandbox company while you build.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 customers from the connected QuickBooks company
- Invoicing Tools: Create and display invoices for the connected company
- Bill Trackers: Read and write vendor bills
- Payment Recorders: Record and review payments in the connected company
- Vendor Lists: Look up and update vendors
- Account Views: Show accounts from the connected company
- Internal Accounting Dashboards: Combine customers, invoices, bills, and payments for the connected company
Important notes
- Zite-owned OAuth: You sign in with Intuit using Zite’s Intuit app. You do not bring your own Intuit client credentials.
- Accounting scope only: The connection uses
com.intuit.quickbooks.accountingfor QuickBooks Online accounting data, including payment records. It does not include Intuit’s payment-processing APIs. This integration does not support payroll, webhooks, or QuickBooks Desktop. - No SDK setup: Zite calls the QuickBooks Online REST API. You don’t need to install an Intuit or QuickBooks npm package.
- Sandbox vs production: Check Connect to a sandbox company before you connect if you want sandbox data. Leave it unchecked for production (live books). Choose this before you sign in—you cannot switch environment on an existing connection.
- Company (realm): Your app acts as the QuickBooks company you choose when you authorize. That company is the connected realm. The app does not access other companies in your Intuit account.
- Existing connections: When you connect the same company in the same environment, Zite reuses an existing connection in your organization if you have access to it. Sandbox and production connections remain separate.
- Disconnecting: Deleting a saved QuickBooks connection in Zite also requests that Intuit revoke its access. Removing the integration from an app is a separate action. If revocation fails, you can remove Zite’s access in Intuit’s app settings.
Need help with this integration? Contact support@zite.com.