• Prerequisites
• Setup Guide
• Common Queries
• More Information

Note: Starting October 31, 2025, Intuit will begin charging for API calls authenticated through partner-issued credentials. We strongly encourage you to create and configure your own OAuth application credentials directly from the Intuit Developer portal and update your connector configuration on this page.

Prerequisites

To create a custom OAuth application in the Intuit Developer Portal (strongly recommended), follow these steps:

1. Log into the Intuit Developer Portal.

   • Go to: https://developer.intuit.com.

   • Sign in with your Intuit account (or create one if you don’t already have one).

2. Create a new app.

   • From the dashboard, open an existing Workspace or create a new one if you do not yet have one. In the Workspace, click the + button to create a new app.

3. Set up app details.

   • The Type screen should automatically pick QuickBooks Online and Payments.

   • On the Basic info screen, provide a name for your application (for example, CData QuickBooks Integration).

   • On Permissions, select the com.intuit.quickbooks.accounting permission.

   • Click Done and Confirm the creation of your application. Afterwards, Open your application.

4. Configure the redirect URI.

   • In the App Overview of your application, go to Settings > Redirect URIs. Click Add URI and add the following redirect URI (used by CData connectors): https://oauth.cdata.com/oauth/.

   • Save the configuration.

5. Set the Regulated Industries.

   • Go to Settings > Regulated Industries. Select None of the above, then Save.

   • This will shorten the questionnaire in the next step. Intuit recommends waiting 30 minutes after saving to ensure this takes effect.

6. Submit the app assessment for production keys.

   • Intuit requires an assessment to be submitted for every application, even if it is used for internal use in your own company. In the App Overview, navigate to the Compliance tab. Click Start questionnaire.

   • You should only see two tabs: General Questions and App Information. If you see more than two tabs, please wait for Step 5 to take effect.

   • Under General Info, answer all the questions as per your organization’s specifications.

   • Under App Information, select You were asked to create this app in order to get credentials/keys to be used on another platform that integrates with QuickBooks for question 1. Provide the following link: https://www.cdata.com/drivers/qbonline/.

   • Click Submit once you are done and wait to receive the Application Assessment - Questionnaire Completed email.

7. Retrieve your credentials.

   • Once Intuit has approved your application, copy the Client ID and Client Secret generated for your app from the Keys and Credentials > Production section of the App Overview. You enter these values in the setup steps below.

Setup Guide

Follow these steps to connect QuickBooks Online to your Connect AI account:

1. Open the Connections page of the Connect AI dashboard.

2. Click + Add Connection in the upper-right corner.

3. Type QuickBooks Online into the search field, then click the data source name.

4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

5. Set Use Sandbox to True only if you are using a sandbox account. Otherwise, leave it as False.

6. Select the Country Code that best matches your location.

7. If you are using a custom OAuth application (strongly recommended), click Advanced Settings and enter the Client Id and Client Secret obtained from the prerequisites.

8. If you are using embedded credentials, click Sign in to connect using those credentials. This action opens the QuickBooks Online sign-in page in a new tab.

9. At the top of the Connect AI Add QuickBooks Online Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.

   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

Common Queries

The Data Model tab, in addition to the QuickBooks Online data model, contains a list of common queries used for QuickBooks Online. Expand Common Queries to view the SQL query templates, such as Customer Outstanding Balances Report. Click the ellipsis next to the query title and click Execute Query.

The Data Explorer screen appears, displaying the SQL query. From there, you can execute, edit, or save the query. You can also save the query as a derived view, so that you can access it from external integrations.

More Information

For more information about interactions between Connect AI and QuickBooks Online, see this information page.