QuickBooks Connection

How to connect, manage, and troubleshoot your QuickBooks Online connection.

Before Connecting

Sandbox vs Production

Sandbox Environment

  • Uses test data that doesn't affect your real books
  • Perfect for testing sync configuration
  • No real financial impact
  • Recommended for initial setup

Production Environment

  • Connects to your actual QuickBooks company
  • Real invoices, payments, and items are created
  • Use when you're ready to go live

Your SimpleCommerceSync environment is configured for one mode. Contact support if you need to switch.

Prerequisites

  • Admin access to your QuickBooks Online company
  • Intuit account credentials
  • Know whether you're connecting sandbox or production

Connecting QuickBooks

Steps to Connect

  1. Go to Settings then Connections
  2. Find the QuickBooks section
  3. Click Connect QuickBooks
  4. Sign in to your Intuit account
  5. Select the company to connect
  6. Review and authorize permissions
  7. You'll be redirected back with "Connected" status

What Gets Authorized

QuickBooks grants full accounting access, allowing SimpleCommerceSync to:

  • Create and read invoices
  • Create and read payments
  • Create and read items (products/services)
  • Create and read customers
  • Read tax codes

This broad access is required because QuickBooks doesn't offer granular permissions.

Verifying Connection

A healthy connection shows:

  • Status: Connected (green indicator)
  • Realm ID: Your QuickBooks company identifier
  • Environment: Sandbox or Production
  • Connected since: When you established the connection

Disconnecting QuickBooks

You might disconnect to:

  • Connect a different company
  • Switch between sandbox and production
  • Revoke access for security
  • Troubleshoot connection issues

Steps to Disconnect

  1. Go to Settings then Connections
  2. Click Disconnect next to QuickBooks
  3. Confirm the disconnection

What Happens When Disconnected

  • All syncs stop immediately
  • Sync history is preserved
  • Configuration settings are kept
  • You can reconnect anytime

Reconnecting

If your connection has issues:

  1. Disconnect the current connection
  2. Click Connect QuickBooks again
  3. Complete the authorization flow
  4. Syncs resume automatically

Switching Companies

To connect a different QuickBooks company:

  1. Disconnect the current company
  2. Connect QuickBooks again
  3. During authorization, select the new company
  4. Review and update configuration as needed

Important: Switching companies starts fresh. Previous sync data won't link to the new company's records.

Switching Sandbox to Production

When you're ready to go live:

  1. Contact support to update your environment setting
  2. Disconnect the sandbox connection
  3. Connect QuickBooks with production credentials
  4. Select your production company
  5. Test with a few real transactions

Troubleshooting

"Disconnected" status appearing

Possible causes:

  • Token expired and couldn't refresh
  • Access revoked from Intuit side
  • QuickBooks company access changed

Solution:

  1. Click Reconnect
  2. Complete authorization again

Can't find my company

During connection:

  • Ensure you're logged into the correct Intuit account
  • Verify you have admin access to the company
  • Check if the company is sandbox or production (must match your environment)

"Unauthorized" errors during sync

Possible causes:

  • Token expired
  • Permissions changed
  • Company access revoked

Solutions:

  1. Go to Settings then Connections
  2. Check connection status
  3. Reconnect if needed

Wrong company connected

If you accidentally connected the wrong company:

  1. Disconnect immediately
  2. No data will be created if syncs weren't enabled
  3. Reconnect and select the correct company

Sandbox vs Production confusion

Symptoms:

  • Data appears in wrong QuickBooks environment
  • Can't find synced records

Prevention:

  • Always verify which environment you're connecting
  • Test in sandbox first
  • Clearly label your connections

Revoking Access from QuickBooks

You can also revoke access from Intuit's side:

  1. Go to accounts.intuit.com
  2. Navigate to Privacy and Security
  3. Find connected apps
  4. Revoke SimpleCommerceSync access

This disconnects from both sides.