Configuration
To make a QuickBooks Online connection connection, the following credentials are needed:
|
Field Name |
Description |
|---|---|
|
Name |
Provide a unique name for this credential |
|
Environment |
Select Sandbox or Production environment |
Click Save once all fields have been entered.
Within the Status section in the bottom right, click the Connect to QuickBooks button.
Log into QuickBooks with the user’s login credentials.
In order to fully connect with QuickBooks Online data, log in as an Administrator.
Select the company you would like to connect (if more than one). Click Next.
You will be redirected back into DataBlend. Realm ID, Access Token and Refresh Token fields will be auto-populated.
