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- About the QuickBooksOnline connector
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QuickBooksOnline authentication
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.
To create a connection to your QuickBooks instance, you need to perform the following steps:
-
Select Integration Service from Automation CloudTM.
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From the Connectors list, select QuickBooksOnline. You can also use the search bar to narrow down the connector.
- Select the Conncet to QuickBooksOnline button.
-
Choose the environment you want to access, Production or Sandbox, and then select Connect.
-
You are now redirected to the Intuit sign in page. Enter your standard credentials and select the Sign In button.
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Choose how to receive the verification code. In this case, we will choose Text a code.
-
Enter the code you received and select Continue.
- Your connection has been added.
