QuickBooks

1Password SaaS Manager connects with QuickBooks using the OAuth2 protocol.

This is a straightforward and secure way to connect two applications.

It involves logging in to QuickBooks and confirming that you are happy to give SaaS Manager permission to access certain data or functionality.

Where possible we recommend using a service account to connect, since the access is tied to the user you log in to QuickBooks with. The integration will stop working if this user’s account in QuickBooks is deactivated.

  1. Select Integrations in the side bar and find QuickBooks.
  2. Select the integration. 

  3. Click Connect.

    You may be prompted for additional values, or be able to choose the features you want to enable. The permissions requested by SaaS Manager may vary depending on the features selected. You can review these in the Required permissions section.

  4. Click Connect again if required and you will be redirected to the login screen for QuickBooks.
  5. Log in when requested, and click to grant permissions to SaaS Manager if asked.

If you logged in successfully you will be taken back to SaaS Manager and the integration will start running.

Data accessed

SaaS Manager uses read-only access - no data is modified or deleted in QuickBooks.

QuickBooks Table Columns Accessed Purpose
Preferences CurrencyPrefs.HomeCurrency.value Get company base currency
Account Id, Name, FullyQualifiedName, AcctNum Retrieve chart of accounts for expense categorization
Bill Id, DocNumber, TxnDate, VendorRef.name, CurrencyRef.value, PrivateNote, MetaData.LastUpdatedTime
Lines: Id, Description, Amount, AccountBasedExpenseLineDetail.AccountRef, ItemBasedExpenseLineDetail.ItemRef, ClassRef.name 		Retrieve bill transactions
VendorCredit Id, DocNumber, TxnDate, VendorRef.name, CurrencyRef.value, PrivateNote, MetaData.LastUpdatedTime
Lines: Id, Description, Amount, AccountBasedExpenseLineDetail.AccountRef, ItemBasedExpenseLineDetail.ItemRef, ClassRef.name 		Retrieve vendor credit transactions
PurchaseOrder Id, DocNumber, TxnDate, VendorRef.name, CurrencyRef.value, PrivateNote, MetaData.LastUpdatedTime
Lines: Id, Description, Amount, AccountBasedExpenseLineDetail.AccountRef, ItemBasedExpenseLineDetail.ItemRef, ClassRef.name 		Retrieve purchase order transactions (if Purchase orders feature selected).
Purchase Id, DocNumber, TxnDate, EntityRef.name, EntityRef.type, CurrencyRef.value, Credit, PrivateNote, MetaData.LastUpdatedTime
Lines: Id, Description, Amount, AccountBasedExpenseLineDetail.AccountRef, ItemBasedExpenseLineDetail.ItemRef, ClassRef.name 		Retrieve expense and purchase transactions (if Expenses feature selected).
JournalEntry Id, DocNumber, TxnDate, CurrencyRef.value, PrivateNote, MetaData.LastUpdatedTime
Lines: Id, Description, Amount, JournalEntryLineDetail.PostingType, JournalEntryLineDetail.AccountRef, JournalEntryLineDetail.ClassRef.name, JournalEntryLineDetail.Entity.EntityRef.name 		Retrieve journal entry transactions and vendor assignments (if Journals feature selected).
Employee Id, DisplayName, PrimaryEmailAddr.Address, Active, EmployeeNumber, MetaData.CreateTime Retrieve user/employee information (if Employees feature selected).

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