The QuickBooks Synapse enables data synchronization between QuickBooks objects and Syncari entities using the QuickBooks API. After the Synapse is Authenticated, you can Activate the QuickBooks Synapse, which enables Syncari to replicate the QuickBooks schema and make it available within the Unified Data Model.
Using Sync Studio, you can map QuickBooks objects to Syncari entities and HubSpot fields to Syncari fields. To accelerate the setup and configuration of these pipelines, Syncari provides a default mapping for the standard objects and fields in QuickBooks as an option you can choose.
Requirements & Reference
Supported Synapse Capabilities
- Schema Discovery of Standard Objects
- One-Directional Sync (from QuickBooks into Syncari)
QuickBooks Setup
To authenticate QuickBooks with Syncari you need to first create an app in the Intuit Developer portal. This allows Syncari to securely access QuickBooks data on behalf of your organization.
Step 1: Sign Up for an Intuit Developer Account
First you need to go to the website https://developer.intuit.com. Click on the "Sign Up" or "Sign In" button to create a new free developer account or log into an existing one.
Step 2: Create a New App
Once logged in, navigate to the Dashboard. Click on the "Create an app" button.
Choose "QuickBooks Online".
Enter a name for your app and set the scopes (permissions) for your app to
com.intuit.quickbooks.accounting.
Step 3: Set Up Your App
After creating your app, you will be redirected to the app dashboard. Here, you need to configure the Redirect URI to https://app.syncari.com/oauth/authorize and copy ClientId and Secret, they'll be needed at a later step.
Step 4: Get your company realm ID
Log into your QuickBooks account. Once in your account's dashboard you need to press the combination of keys: CTRL + OPTION + ? (macOS) or CTRL + ALT + ? (Windows). This will open a prompt with your company information. Copy the Company ID.
Configure the QuickBooks Synapse in Syncari
Once you have a QuickBooks applications set and configured, you can add a QuickBooks synapse into your account. You can drag the synapse into the canvas and click on it. This will open a prompt where you can first set the Synapse name and the endpoint ("https://quickbooks.api.intuit.com/v3/company" if you are using your production account or "https://sandbox-quickbooks.api.intuit.com/v3/company" if you are using a sandbox one) and the Realm ID which is your Company ID from Step 4.
On the next page you need to input the ClientID and Secret - that you obtained from the application set up in QuickBooks. Once the credentials are added you can click on gray generate button and after on the test authentication one. This will open a prompt window for you to log into your QuickBooks account and confirm the integration.
If you receive a success message you will be prompted to Activate the Synapse and begin building pipelines.