Setup Guide

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

1. Open the Connections page of the CData Connect 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. Click Sign in to connect securely through OAuth. This action opens the QuickBooks Online sign-in page in a new tab.

8. Log into your QuickBooks Online account and provide the requested permissions (if applicable).

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

   • If the connection test succeeds, a message indicates that your connection has been created.

   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

More Information

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