> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stackone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# QuickBooks Online OAuth 2.0 connector profile – StackOne setup guide

> Set up the OAuth 2.0 connector profile for QuickBooks Online in StackOne. One-time admin setup required before your users can link QuickBooks Online accounts via Hub.

<Warning>An Intuit Developer account is required to register an OAuth application. Production credentials require completing an app assessment questionnaire and approval from Intuit.</Warning>

<Panel>
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    <div className="guides-scope-selector__title" style={{ fontSize: '16px', fontWeight: '600', marginBottom: '12px' }}>Select Actions to adjust the guide</div>
    <div className="guides-scope-selector__muted" style={{ fontSize: '13px', marginBottom: '12px' }}>Some actions may require additional configuration in the provider to be accessible. Choose the actions you need and the guide will be updated.</div>

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      <button type="button" className="guides-scope-selector__quick-btn" data-guide-clear style={{ padding: '6px 10px', borderRadius: '6px', fontSize: '12px', cursor: 'pointer' }}>Clear</button>
    </div>

    <div className="guides-scope-selector__list" style={{ maxHeight: '240px', overflowY: 'auto', borderRadius: '6px', marginBottom: '12px' }}>
      <div className="guides-scope-selector__list-header" style={{ display: 'flex', alignItems: 'center', gap: '10px', padding: '8px 12px', fontSize: '12px', fontWeight: '600', position: 'sticky', top: 0, zIndex: 1 }}>
        <div style={{ width: '16px', flexShrink: 0 }} />

        <div style={{ flex: 1, textAlign: 'left' }}>Action</div>
        <div style={{ minWidth: '120px', marginLeft: 'auto', textAlign: 'right' }}>Scope(s)</div>
      </div>

      <div className="guides-scope-selector__muted" data-guide-loading style={{ padding: '16px', textAlign: 'center', fontSize: '13px' }}>Loading actions...</div>
      <div className="guides-scope-selector__muted" data-guide-no-results hidden style={{ padding: '16px', textAlign: 'center', fontSize: '13px' }}>No actions match your search.</div>
    </div>

    <div className="guides-scope-selector__url-section" style={{ marginTop: '12px', paddingTop: '12px' }}>
      <div className="guides-scope-selector__muted" style={{ fontSize: '12px', fontWeight: '500', marginBottom: '6px' }}>Dynamic Guide URL</div>

      <div style={{ display: 'flex', alignItems: 'center', gap: '8px', flexWrap: 'wrap' }}>
        <input type="text" readOnly className="guides-scope-selector__input" data-guide-url style={{ flex: 1, minWidth: '200px', padding: '8px 10px', borderRadius: '6px', fontSize: '12px', fontFamily: 'monospace' }} />

        <button type="button" className="guides-scope-selector__copy-btn" data-guide-copy-url style={{ width: '120px', padding: '8px 14px', borderRadius: '6px', fontSize: '13px', fontWeight: '500', cursor: 'pointer', whiteSpace: 'nowrap', marginLeft: 'auto' }}>Copy URL</button>
      </div>

      <div style={{ marginTop: '12px' }}>
        <div className="guides-scope-selector__muted" style={{ fontSize: '12px', fontWeight: '500', marginBottom: '6px' }}>Scopes Selected</div>

        <div style={{ display: 'flex', alignItems: 'stretch', gap: '8px', flexWrap: 'wrap' }}>
          <pre className="guides-scope-selector__input" role="textbox" aria-readonly="true" tabIndex={0} data-guide-scopes-output style={{ flex: 1, minWidth: '200px', minHeight: '88px', maxHeight: '120px', overflowY: 'auto', margin: 0, padding: '8px 10px', borderRadius: '6px', fontSize: '12px', fontFamily: 'monospace', whiteSpace: 'pre-wrap' }} />

          <div className="guides-scope-selector__muted" style={{ display: 'flex', flexDirection: 'column', gap: '8px', fontSize: '12px', fontWeight: '500', flexShrink: 0, alignItems: 'flex-start' }}>
            <div style={{ whiteSpace: 'nowrap' }}>Separator</div>

            <select className="guides-scope-selector__input" data-guide-scope-delimiter style={{ width: '100%', padding: '6px 10px', borderRadius: '6px', fontSize: '12px' }}>
              <option value="space">Space</option>
              <option value="comma">Comma</option>
              <option value="semicolon">Semicolon</option>
              <option value="pipe">Pipe</option>
              <option value="newline">Newline</option>
            </select>

            <button type="button" className="guides-scope-selector__copy-btn" data-guide-copy-scopes style={{ width: '120px', padding: '8px 14px', borderRadius: '6px', fontSize: '13px', fontWeight: '500', cursor: 'pointer', whiteSpace: 'nowrap' }}>Copy scopes</button>
          </div>
        </div>
      </div>
    </div>
  </div>
</Panel>

<section data-guide-section data-guide-scopes="">
  <h2>Register an OAuth Application</h2>

  <p>Register an application in the Intuit Developer Portal to obtain OAuth credentials for API access.</p>

  <Steps>
    <Step title="Sign in to the Intuit Developer Portal">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>Sign in to your <a href="https://developer.intuit.com/" target="_blank" rel="noopener noreferrer">Intuit Developer account</a>.</p>

        <ul>
          <li>Click <strong>Sign In</strong> in the top right corner.</li>
          <li>If you don't have an account, click <strong>Create an account</strong> to register.</li>
        </ul>
      </div>
    </Step>

    <Step title="Create a new application">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>From the App dashboard, create a new application for QuickBooks Online.</p>

        <ul>
          <li>From the top right, click the <strong>My Hub</strong> dropdown and select <strong>App dashboard</strong>.</li>
          <li>Click the <strong>+</strong> box to create a new application.</li>
          <li>In the <strong>Create a new app</strong> dialog, select <strong>QuickBooks Online and Payments</strong> as the app type and click <strong>Next</strong>.</li>
          <li>Enter an <strong>Application name</strong> (e.g., `StackOne Integration`).</li>
          <li>Select the required scope <strong>com.intuit.quickbooks.accounting</strong> and click <strong>Done</strong>.</li>
          <li>In the <strong>Add these permissions?</strong> confirmation popup, click <strong>Confirm</strong> to create the app.</li>
        </ul>
      </div>
    </Step>

    <Step title="Copy Client Credentials">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>After app creation, the <strong>Your app is ready for testing</strong> page displays your credentials.</p>

        <ul>
          <li>Toggle <strong>Show credentials</strong> to reveal the <strong>Client ID</strong> and <strong>Client Secret</strong>.</li>
          <li>Copy both values and store them securely for use later.</li>
          <li>These credentials can also be found later under <strong>Keys and credentials</strong> in the left sidebar.</li>
        </ul>
      </div>
    </Step>

    <Step title="Configure Redirect URI (Development)">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>Add the redirect URI for the Development environment. This is required for sandbox testing.</p>

        <ul>
          <li>Click <strong>Settings</strong> in the left sidebar.</li>
          <li>Select the <strong>Redirect URIs</strong> tab at the top of the page.</li>
          <li>Make sure you are on the <strong>Development</strong> section.</li>
          <li>Click <strong>Add URI</strong>.</li>
          <li>Enter `https://api.stackone.com/connect/oauth2/quickbooksonline/callback`.</li>
          <li>Click <strong>Save</strong> to apply the changes.</li>
          <li><strong>Important:</strong> When you receive Production keys, repeat these steps under the <strong>Production</strong> section to add the same redirect URI for production use.</li>
        </ul>
      </div>
    </Step>
  </Steps>
</section>

<section data-guide-section data-guide-scopes="">
  <h2>Sandbox Environment</h2>

  <p>Intuit provides separate environments for development and production. Development keys do not work with live QuickBooks accounts, and production keys do not work in the sandbox. Use the sandbox environment for development and testing.</p>

  <ul>
    <li>API Base URL: `https://sandbox-quickbooks.api.intuit.com`</li>
    <li>Use Development keys from <strong>Keys and credentials</strong>.</li>
  </ul>

  <Steps>
    <Step title="Create a Sandbox Company">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>Create a sandbox company to test your integration with sample data.</p>

        <ul>
          <li>Sign in to the <a href="https://developer.intuit.com/" target="_blank" rel="noopener noreferrer">Intuit Developer Portal</a>.</li>
          <li>Click the <strong>My Hub</strong> dropdown in the top right and select <strong>Sandbox</strong>.</li>
          <li>Click the <strong>Add</strong> button on the right.</li>
          <li>In the <strong>Create a sandbox company</strong> dialog, select a country from the <strong>Country</strong> dropdown.</li>
          <li>Under the <strong>QuickBooks Online SKU</strong> section, choose <strong>QuickBooks Online Plus</strong> or <strong>QuickBooks Online Advanced</strong>.</li>
          <li>Alternatively, under the <strong>Intuit Enterprise Suite SKU</strong> section, choose <strong>Single Entity</strong> or <strong>Multi-Entity</strong>.</li>
          <li>Click <strong>Create</strong> to create the sandbox company.</li>
          <li>You can create up to 10 sandbox companies. Each is valid for two years.</li>
          <li>Sandbox companies are region-specific and cannot be changed after creation.</li>
          <li>No real financial data is processed.</li>
        </ul>
      </div>
    </Step>
  </Steps>
</section>

<section data-guide-section data-guide-scopes="">
  <h2>Production Environment</h2>

  <p>Production access requires completing two sections — <strong>App details</strong> and <strong>Compliance</strong> — before Intuit unlocks your production credentials. Click <strong>Keys and credentials</strong> in the left sidebar, then select the <strong>Production</strong> tab.</p>

  <Steps>
    <Step title="Complete App details">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>Complete the <strong>App details</strong> section on the Production tab.</p>

        <ul>
          <li>Add your app's <strong>end-user license agreement</strong> and <strong>privacy policy</strong> URLs.</li>
          <li>Add your app's <strong>host domain</strong>, <strong>launch URL</strong>, <strong>disconnect URL</strong>, and <strong>connect/reconnect URL</strong>.</li>
          <li>Select at least one <strong>category</strong> for your app.</li>
        </ul>
      </div>
    </Step>

    <Step title="Complete Compliance">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>Complete the <strong>Compliance</strong> section on the same page. This includes profile verification, regulated industries, hosting details, and an app assessment questionnaire.</p>

        <ul>
          <li>Review your Intuit Developer Portal profile and <strong>verify your email</strong>.</li>
          <li>Confirm your <strong>regulated industries</strong> on the settings page.</li>
          <li>Tell Intuit <strong>where your app is hosted</strong>.</li>
        </ul>
      </div>
    </Step>

    <Step title="Complete the App assessment questionnaire">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>Complete the <strong>App assessment questionnaire</strong> within the Compliance section. This questionnaire covers your app's features, supported users, and platform compliance.</p>

        <ul>
          <li>Click <strong>Continue questionnaire</strong> to start or resume.</li>
          <li>The questionnaire takes approximately 30 minutes to complete.</li>
          <li>You can save your progress and return later if needed.</li>
          <li>Once submitted, Intuit will review your responses.</li>
        </ul>
      </div>
    </Step>

    <Step title="Receive Production keys">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>After completing both sections and passing the questionnaire review, Intuit will unlock your production credentials.</p>

        <ul>
          <li>Intuit will review your responses to ensure compliance with their guidelines.</li>
          <li>Once approved, Production <strong>Client ID</strong> and <strong>Client Secret</strong> become available on the page.</li>
          <li>Production API Base URL: `https://quickbooks.api.intuit.com`</li>
          <li>Production keys are required to connect live QuickBooks companies (not sandbox).</li>
        </ul>
      </div>
    </Step>
  </Steps>
</section>

<section data-guide-section data-guide-scopes="">
  <h2>Configuring Scopes (Optional)</h2>

  <p>Customize the OAuth scopes based on your integration needs.</p>

  <Steps>
    <Step title="Select scopes">
      <div data-guide-step data-guide-scopes="com.intuit.quickbooks.accounting,com.intuit.quickbooks.payment,openid,profile,email,phone,address" data-guide-display-scopes-list="com.intuit.quickbooks.accounting,com.intuit.quickbooks.payment,openid,profile,email,phone,address">
        <div className="connector-guide-actions-badge" data-guide-actions-badge data-guide-actions-badge-scopes="com.intuit.quickbooks.accounting,com.intuit.quickbooks.payment,openid,profile,email,phone,address" style={{ display: 'block', width: 'fit-content', maxWidth: '100%', padding: '2px 8px', borderRadius: '8px', fontSize: '12px', marginBottom: '8px', marginTop: '-10px', whiteSpace: 'nowrap', overflowX: 'auto', overflowY: 'hidden', msOverflowStyle: 'none', scrollbarWidth: 'none' }}>
          <span>Enables actions: </span><span data-guide-actions-badge-labels>Create Account, Create Bill, Create Bill Payment, Create Class, Create Credit Memo, Create Customer, Create Department, Create Deposit, Create Employee, Create Estimate, Create Invoice, Create Item, Create Journal Entry, Create Payment, Create Payment Method, Create Purchase, Create Purchase Order, Create Refund Receipt, Create Sales Receipt, Create Term, Create Transfer, Create Vendor, Create Vendor Credit, Delete Bill, Delete Bill Payment, Delete Credit Memo, Delete Deposit, Delete Estimate, Delete Invoice, Delete Journal Entry, Delete Payment, Delete Purchase, Delete Purchase Order, Delete Refund Receipt, Delete Sales Receipt, Delete Transfer, Delete Vendor Credit, Execute Query, Get Account, Get Account List Report, Get Aged Payables Detail Report, Get Aged Receivables Detail Report, Get Balance Sheet Report, Get Bill, Get Bill Payment, Get Cash Flow Report, Get Class, Get Company Info, Get Credit Memo, Get Customer, Get Department, Get Deposit, Get Employee, Get Estimate, Get Invoice, Get Item, Get Journal Entry, Get Payment, Get Payment Method, Get Profit And Loss Report, Get Purchase, Get Purchase Order, Get Refund Receipt, Get Sales Receipt, Get Tax Code, Get Tax Rate, Get Term, Get Transfer, Get Vendor, Get Vendor Credit, List Accounts, List Bill Payments, List Bills, List Customers, List Invoices, List Items, List Payments, List Purchase Orders, List Purchases, List Refund Receipts, List Sales Receipts, List Tax Codes, List Tax Rates, List Vendor Credits, List Vendors, Update Account, Update Bill, Update Bill Payment, Update Customer, Update Estimate, Update Invoice, Update Item, Update Payment, Update Vendor, Update Vendor Credit</span>
        </div>

        <p>QuickBooks Online uses the following scopes for API access. Select the scopes your integration requires.</p>

        <div style={{ marginTop: '8px' }} data-guide-display-scopes>
          <div className="connector-guide-scopes-container">
            <ul className="not-prose" style={{ listStyleType: "'- '", paddingLeft: '1em', margin: 0 }}>
              <li style={{ overflowWrap: 'anywhere', wordBreak: 'break-word' }} data-guide-display-scope="com.intuit.quickbooks.accounting">
                <button type="button" className="connector-guide-scope-copy" aria-label="Copy com.intuit.quickbooks.accounting" title="Copy scope" data-copy="com.intuit.quickbooks.accounting">
                  <span className="connector-guide-scope-copy__label">com.intuit.quickbooks.accounting</span>
                  <span className="connector-guide-scope-copy__icon" aria-hidden="true">⧉</span>
                </button>
              </li>

              <li style={{ overflowWrap: 'anywhere', wordBreak: 'break-word' }} data-guide-display-scope="com.intuit.quickbooks.payment">
                <button type="button" className="connector-guide-scope-copy" aria-label="Copy com.intuit.quickbooks.payment" title="Copy scope" data-copy="com.intuit.quickbooks.payment">
                  <span className="connector-guide-scope-copy__label">com.intuit.quickbooks.payment</span>
                  <span className="connector-guide-scope-copy__icon" aria-hidden="true">⧉</span>
                </button>
              </li>

              <li style={{ overflowWrap: 'anywhere', wordBreak: 'break-word' }} data-guide-display-scope="openid">
                <button type="button" className="connector-guide-scope-copy" aria-label="Copy openid" title="Copy scope" data-copy="openid">
                  <span className="connector-guide-scope-copy__label">openid</span>
                  <span className="connector-guide-scope-copy__icon" aria-hidden="true">⧉</span>
                </button>
              </li>

              <li style={{ overflowWrap: 'anywhere', wordBreak: 'break-word' }} data-guide-display-scope="profile">
                <button type="button" className="connector-guide-scope-copy" aria-label="Copy profile" title="Copy scope" data-copy="profile">
                  <span className="connector-guide-scope-copy__label">profile</span>
                  <span className="connector-guide-scope-copy__icon" aria-hidden="true">⧉</span>
                </button>
              </li>

              <li style={{ overflowWrap: 'anywhere', wordBreak: 'break-word' }} data-guide-display-scope="email">
                <button type="button" className="connector-guide-scope-copy" aria-label="Copy email" title="Copy scope" data-copy="email">
                  <span className="connector-guide-scope-copy__label">email</span>
                  <span className="connector-guide-scope-copy__icon" aria-hidden="true">⧉</span>
                </button>
              </li>

              <li style={{ overflowWrap: 'anywhere', wordBreak: 'break-word' }} data-guide-display-scope="phone">
                <button type="button" className="connector-guide-scope-copy" aria-label="Copy phone" title="Copy scope" data-copy="phone">
                  <span className="connector-guide-scope-copy__label">phone</span>
                  <span className="connector-guide-scope-copy__icon" aria-hidden="true">⧉</span>
                </button>
              </li>

              <li style={{ overflowWrap: 'anywhere', wordBreak: 'break-word' }} data-guide-display-scope="address">
                <button type="button" className="connector-guide-scope-copy" aria-label="Copy address" title="Copy scope" data-copy="address">
                  <span className="connector-guide-scope-copy__label">address</span>
                  <span className="connector-guide-scope-copy__icon" aria-hidden="true">⧉</span>
                </button>
              </li>
            </ul>
          </div>
        </div>
      </div>
    </Step>

    <Step title="Default Scope">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>If no scopes are specified, the default `com.intuit.quickbooks.accounting` scope is used, which provides access to all accounting entities and returns the Realm ID during authorization.</p>
      </div>
    </Step>
  </Steps>
</section>

## Creating the StackOne Connector Profile

To create the Connector Profile in StackOne for <strong>QuickBooks Online</strong>:

<Steps>
  <Step title="Navigate to Connector Profiles">
    Login to StackOne and navigate to [Connector Profiles](https://app.stackone.com/connector_profiles)
  </Step>

  <Step title="Create New Connector Profile">
    <ul>
      <li>Click <strong>+ Connector Profile</strong></li>
      <li>Search for and select <strong>QuickBooks Online</strong></li>
      <li>Select <strong>Type</strong> as <strong>OAuth 2.0</strong></li>

      <li>
        Fill out the fields using details retrieved from your provider:

        <ul style={{ marginLeft: '20px' }}>
          <li><strong>Client ID</strong></li>
          <li><strong>Client Secret</strong></li>
          <li><strong>Scopes</strong> (Optional)</li>
        </ul>
      </li>

      <li>(Optional) Select <strong>Actions</strong> to be enabled for this Connector Profile</li>
      <li>Click <strong>Create profile</strong></li>
    </ul>
  </Step>
</Steps>

Congratulations! The new Connector Profile will now show up in your project ready to be used. You can now continue to <a href="/guides/accounts-section#linking-accounts">Link Accounts</a> for <strong>QuickBooks Online</strong>.
