Connecting to QuickBooks Online

QuickBooks Online is a cloud-based accounting software solution for small and mid-sized businesses. You can use the QuickBooks Online data connector to import data your organization's QuickBooks Online data.

Before you start

To connect to QuickBooks Online, you must gather the following information:

• whether you are using a sandbox account
• the client ID and client secret assigned when you register with an OAuth authorization server

For help gathering the connection prerequisites, contact the QuickBooks Online administrator in your organization. If your administrator cannot help you, you or your administrator should contact QuickBooks Online Support.

Create a QuickBooks Online connection

1. From the Analytics main menu, select Import > Database and application.
2. From the New Connections tab, in the ACL DSN Connectors (Bundled) section, select QuickBooks Online.

   Tip

   You can filter the list of available connectors by entering a search string in the Filter connections box. Connectors are listed alphabetically.

   The DSN Configuration dialog box appears.

3. In the DSN Configuration dialog box, click Show Required.
4. Provide values for the required fields, if any.
5. Click Test Connection.

   Note

   When you click the Test Connection button, it validates whether the connection and authentication details provided are correct. If you click OK without clicking Test Connection, the connection details are saved without any validation and may not work later if the values provided are incorrect.

   The log-in page for QuickBooks Online appears.

6. Provide the connection details and authenticate your log-in.

   When the connection is successful, a dialog box opens displaying a success message.

7. Click OK in the dialog box that appears.

   The connection to QuickBooks Online is established successfully.

8. In the DSN Configuration dialog box, click OK.

The connection for QuickBooks Online is saved to the Existing Connections tab. In the future, you can reconnect to QuickBooks Online from the saved connection.

Once the connection is established, the Data Access window opens to the Staging Area and you can begin importing data. For help importing data from QuickBooks Online, see Working with the Data Access window.

Rename the connection

When you create the QuickBooks Online data connector, you cannot provide a Connection name of your choice and the connection is saved to the Existing Connections tab with the same name as your data source. If you want to rename it, navigate to the Existing Connections tab, expand the ACL Connectors (DSN) section, click the ellipsis icon corresponding to QuickBooks Online and select Rename connection.