Connecting QuickBooks

Connect your QuickBooks Online company to enable syncing with HubSpot.

Before You Start

  • You need admin access to your QuickBooks Online company
  • Have your Intuit login credentials ready
  • Decide whether to use sandbox (testing) or production (live)
  • Make sure you're logged into SimpleCommerceSync

Sandbox vs Production

Sandbox (Testing)

  • Uses fake data that doesn't affect your real books
  • Perfect for testing your sync configuration
  • Recommended for initial setup

Production (Live)

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

Your SimpleCommerceSync environment is configured for one or the other. Contact support if you need to switch.

Connection Steps

  1. Navigate to Connections

    • Go to Settings in the sidebar
    • Click Connections

  2. Start the Connection

    • Find the QuickBooks section
    • Click the Connect QuickBooks button

  3. Sign In to Intuit

    • You'll be redirected to Intuit's login page
    • Sign in with your Intuit/QuickBooks credentials

  4. Select Your Company

    • If you have access to multiple companies, select the one to connect
    • Make sure you choose the correct company (sandbox or production)

  5. Authorize Access

    • Review the permissions being requested
    • Click Connect to authorize

  6. Confirmation

    • You'll be redirected back to SimpleCommerceSync
    • The QuickBooks section now shows Connected status
    • Your Realm ID (company identifier) is displayed

What Permissions Are Granted

QuickBooks uses a single permission scope that grants full accounting access:

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

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

Verifying Your Connection

After connecting:

  • The status shows "Connected" with a green indicator
  • Your QuickBooks Realm ID is displayed
  • You can now configure sync settings

Disconnecting

If you need to disconnect:

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

Switching Companies

To connect a different QuickBooks company:

  1. Disconnect the current connection
  2. Click Connect QuickBooks again
  3. Select the new company during authorization

Next Steps

With both systems connected, you're ready to: