Connect a QuickBooks Account in Odoo

The QuickBooks connection holds your credentials, the link to your QuickBooks company, and every synchronization setting. Create it at Invoicing ‣ QuickBooks ‣ QuickBooks Accounts and click New.

Note

The QuickBooks menu and the OAuth credential fields are restricted to users with the Billing Administrator access right. Other users can read the connection, but cannot create or edit one.

Choose the environment

The Environment stat button at the top of the form toggles between Sandbox and Production.

  • Sandbox — Intuit’s test environment. Use it with the Development keys and a Sandbox company to try the connector without touching live books.

  • Production — your real QuickBooks company. Use it with the Production keys.

Warning

Switching the environment resets the connection to Draft. The two environments use different keys and different companies, so you must enter the matching credentials and authorize again after switching.

Enter the OAuth credentials

  1. Give the connection a meaningful Name (e.g. Quickbook).

  2. In the OAuth Credentials section, paste the Client ID and Client Secret from your Intuit app (see Generate QuickBooks Credentials).

  3. Copy the Redirect URI with the clipboard icon and register it in the Intuit Developer Portal, if you have not already.

  4. In a multi-company database, check that Company points at the right company. Each company gets its own connection.

QuickBooks connection form in Draft with Client ID, Client Secret and Redirect URI

Authorize the connection

  1. Click Authorize. Odoo opens Intuit’s consent screen in a new tab.

  2. Sign in with your Intuit account, select the QuickBooks company to connect, and click Next.

    Intuit consent screen asking which QuickBooks company to connect

  3. Approve the request. Intuit redirects the browser back to Odoo, which stores the access token, the refresh token and the Realm ID (your QuickBooks Company ID), then reopens the connection.

Note

Odoo protects the authorization round-trip with a one-time state token. If the value coming back from Intuit does not match, the callback is rejected — start the Authorize step again rather than reusing an old link.

Confirm the connection

Authorization alone does not enable syncing. Click Confirm Connection — Odoo calls the QuickBooks CompanyInfo endpoint to prove the credentials really work against the selected realm.

Authorization complete banner with the Confirm Connection button

On success the connection moves to Confirmed and a confirmation message appears.

Connection successful, the connection is now Confirmed

Connection status

Once connected, the Connection Status panel shows what the connector knows about your grant:

  • Realm ID (Company ID) — the QuickBooks company this connection is bound to.

  • Access Token Expires At — short-lived (about one hour). Odoo refreshes it automatically shortly before it expires, and again if a call comes back unauthorized.

  • Refresh Token Expires At — long-lived (about 100 days). Every successful refresh extends it.

  • Last Chart of Accounts Synced On — timestamp of the last Chart of Accounts import.

Important

If the refresh token expires, or the connection is revoked from the QuickBooks side, the connector marks the connection not connected, returns it to Draft, and asks you to click Authorize again. No documents sync until you do.

Tip

A connection left unused for more than 100 days will need re-authorization, because the refresh token is only extended when it is actually used.

Reset to Draft

Reset to Draft puts the connection back in Draft and stops every sync path — auto-export on confirm, the wizard, and the scheduled actions all check for a Confirmed connection first. Your credentials and tokens are kept, so you can simply click Confirm Connection again to resume.

See also