How it works
QuickBooks Online helps businesses manage their books. Connect it to build invoicing tools and finance dashboards around your accounting data. App visitors use your connected company; they don’t need their own QuickBooks accounts. By connecting QuickBooks, you can:- Look up, add, and update customers and vendors
- Create and view invoices
- Create and view vendor bills
- Record and review payments
- Read your chart of accounts
- Show accounting data in a business dashboard
How to integrate QuickBooks into your app
1
Connect to QuickBooks
Ask Zite to connect to QuickBooks, or select + → Integrations → QuickBooks in the chat box. For test data, select Connect to a sandbox company before continuing.Sign in with Intuit, choose the company, and approve access. Leaving the sandbox option unchecked connects your real company.
2
Describe your use case
Tell Zite which records to use and whether people should view or change them. For example, “Show overdue invoices by customer, with the amount due and due date.”For edits, specify what should change and what must stay the same. Ask it to match existing customers and payments before adding new records.
3
Test and publish
Use a sandbox company for test changes where possible. Check the customer, amount, currency, and resulting record in QuickBooks, including that an edit preserves other details.Confirm the intended company is connected, then select Publish in the upper-right corner.
Common use cases
With a QuickBooks connection, you can create apps like:- Customer Directories: Look up contact details and balances
- Invoice Trackers: Show overdue invoices and create new ones
- Bill Trackers: Record supplier bills and see what is due
- Payment Records: Track payments against customer invoices
- Finance Dashboards: Bring invoices, bills, and balances into one view
Important notes
- Live changes: The editor can change real accounting data when connected to a live company. Publishing is not what switches test data to live data.
- One company: Each connection uses one QuickBooks Online company. Connect again to choose another company or switch between sandbox and live.
- Recording payments: A payment record tracks money received; it does not charge a customer. Use a payment integration such as Stripe for checkout.
- Editing and duplicates: Ask Zite to preserve existing details and prevent duplicate payment entries. If a record changed elsewhere, reload its latest version before retrying.
- Complete results: For large lists, ask Zite to load all matching records before calculating totals. Check a sample against QuickBooks.
- Not included: This connection does not cover QuickBooks Desktop, payroll, or QuickBooks webhooks.
Need help with this integration? Contact support@zite.com.