QuickBooks Online

The QuickBooks Online connector lets you perform insert, delete, update, and read operations on QuickBooks database.

Before you begin

Before using the QuickBooks Online connector, do the following tasks:

• In your Google Cloud project:
  • Ensure that network connectivity is set up. For information about network patterns, see Network connectivity.
  • Grant the roles/connectors.admin IAM role to the user configuring the connector.
  • Grant the following IAM roles to the service account that you want to use for the connector:
    • roles/secretmanager.viewer
    • roles/secretmanager.secretAccessor

    A service account is a special type of Google account intended to represent a non-human user that needs to authenticate and be authorized to access data in Google APIs. If you don't have a service account, you must create a service account. For more information, see Creating a service account.

  • Enable the following services:
    • secretmanager.googleapis.com (Secret Manager API)
    • connectors.googleapis.com (Connectors API)

    To understand how to enable services, see Enabling services.

  If these services or permissions have not been enabled for your project previously, you are prompted to enable them when configuring the connector.

Configure the connector

Configuring the connector requires you to create a connection to your data source (backend system). A connection is specific to a data source. It means that if you have many data sources, you must create a separate connection for each data source. To create a connection, do the following steps:

1. In the Cloud console, go to the Integration Connectors > Connections page and then select or create a Google Cloud project.

   Go to the Connections page

2. Click + CREATE NEW to open the Create Connection page.
3. In the Location section, choose the location for the connection.
   1. Region: Select a location from the drop-down list.

      For the list of all the supported regions, see Locations.

   2. Click NEXT.
4. In the Connection Details section, complete the following:
   1. Connector: Select QuickBooks from the drop down list of available Connectors.
   2. Connector version: Select the Connector version from the drop down list of available versions.
   3. In the Connection Name field, enter a name for the Connection instance.

      Connection names must meet the following criteria:

      • Connection names can use letters, numbers, or hyphens.
      • Letters must be lower-case.
      • Connection names must begin with a letter and end with a letter or number.
      • Connection names cannot exceed 49 characters.
   4. Optionally, enter a Description for the connection instance.
   5. Service Account: Select a service account that has the required roles.
   6. Optionally, configure the Connection node settings:
      • Minimum number of nodes: Enter the minimum number of connection nodes.
      • Maximum number of nodes: Enter the maximum number of connection nodes.

      A node is a unit (or replica) of a connection that processes transactions. More nodes are required to process more transactions for a connection and conversely, fewer nodes are required to process fewer transactions. To understand how the nodes affect your connector pricing, see Pricing for connection nodes. If you don't enter any values, by default the minimum nodes are set to 2 (for better availability) and the maximum nodes are set to 50.

   Note: You can customize the connection node values only if you are a Pay-as-you-go customer.
   7. Company Id: Provide the company id of the App registered in intuit developer portal.
   8. Optionally, enter a Country Code: for the edition of QuickBooks Online being used.
   9. Optionally, enter a Minor Version: to be used when sending requests to the QuickBooks Online API.
   10. Use Sandbox: Click on the checkbox if you are using a Sandbox account.
   11. Use proxy: Select this checkbox to configure a proxy server for the connection and configure the following values:
   • Proxy Auth Scheme: Select the authentication type to authenticate with the proxy server. The following authentication types are supported:
     • Basic: Basic HTTP authentication.
     • Digest: Digest HTTP authentication.
   • Proxy User: A user name to be used to authenticate with the proxy server.
   • Proxy Password: The Secret manager secret of the user's password.
   • Proxy SSL Type: The SSL type to use when connecting to the proxy server. The following authentication types are supported:
     • Auto: Default setting. If the URL is an HTTPS URL, then the Tunnel option is used. If the URL is an HTTP URL, then the NEVER option is used.
     • Always: The connection is always SSL enabled.
     • Never: The connection is not SSL enabled.
     • Tunnel: The connection is through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy.
   • In the Proxy Server section, enter details of the proxy server.
     1. Click + Add destination.
     2. Select a Destination Type.
        • Host address: Specify the hostname or IP address of the destination.

          If you want to establish a private connection to your backend system, do the following:

          • Create a PSC service attachment.
          • Create an endpoint attachment and then enter the details of the endpoint attachment in the Host address field.
   12. Optionally, click + ADD LABEL to add a label to the Connection in the form of a key/value pair.
   13. Click NEXT.
5. In the Destinations section, enter details of the remote host (backend system) you want to connect to.
   1. Destination Type: Select a Destination Type.
      • Select Host address from the list to specify the hostname or IP address of the destination.
      • If you want to establish a private connection to your backend systems, select Endpoint attachment from the list, and then select the required endpoint attachment from the Endpoint Attachment list.
        Note: To understand how to create an endpoint attachment, see PSC service attachment and endpoint attachment. After you have created the endpoint attachment, it will be visible in the Endpoint Attachment list.

      If you want to establish a public connection to your backend systems with additional security, you can consider configuring static outbound IP addresses for your connections, and then configure your firewall rules to allowlist only the specific static IP addresses.

      To enter additional destinations, click +ADD DESTINATION.

   2. Click NEXT.
6. In the Authentication section, enter the authentication details.
   • Select an Authentication type and enter the relevant details.
   1. Client ID: The client ID used for requesting access tokens.
   2. Scopes: A comma-separated list of desired scopes
   3. Client Secret: Secret Manager Secret containing the client secret for the connected app you created.
   4. Version: Select the version from the dropdown and Grant it.
   5. Click Next.
7. Review: Review your connection and authentication details.
8. Click Create.
9. Click Authorize.

   If the authorization is successful, the connection status will be set to Active in the Connections page.

Configure authentication

Enter the details based on the authentication you want to use.

• Username and password
  • Username: Username for connector
  • Password: Secret Manager Secret containing the password associated with the connector.

Entities, operations, and actions

All the Integration Connectors provide a layer of abstraction for the objects of the connected application. You can access an application's objects only through this abstraction. The abstraction is exposed to you as entities, operations, and actions.

Note: You can view the entities, operations, and actions of a connector in the Connectors task.

• Entity: An entity can be thought of as an object, or a collection of properties, in the connected application or service. The definition of an entity differs from a connector to a connector. For example, in a database connector, tables are the entities, in a file server connector, folders are the entities, and in a messaging system connector, queues are the entities.

  However, it is possible that a connector doesn't support or have any entities, in which case the Entities list will be empty.

• Operation: An operation is the activity that you can perform on an entity. You can perform any of the following operations on an entity:
  • List
  • Get
  • Create
  • Update
  • Delete

  Selecting an entity from the available list, generates a list of operations available for the entity. For a detailed description of the operations, see the Connectors task's entity operations. However, if a connector doesn't support any of the entity operations, such unsupported operations aren't listed in the Operations list.

• Action: An action is a first class function that is made available to the integration through the connector interface. An action lets you make changes to an entity or entities, and vary from connector to connector. Normally, an action will have some input parameters, and an output parameter. However, it is possible that a connector doesn't support any action, in which case the Actions list will be empty.

Note: All entities and actions will have a schema associated with them. For example, an action schema will have the parameter details such as; the parameter names, and its corresponding data type. The schema (metadata) for entities and actions is fetched by the connection at runtime from your backend. If there are any updates to the schema, such updates won't be automatically reflected in your existing connections; you must manually refresh the schema. To refresh the schema for a connection, open the Connection details page of the connection, and then click Refresh connection schema.

System limitations

The QuickBooks Online connector can process 1 transaction per second, per node, and throttles any transactions beyond this limit. By default, Integration Connectors allocates 2 nodes (for better availability) for a connection.

For information on the limits applicable to Integration Connectors, see Limits.

Note: The number of Integration Connectors nodes will autoscale dynamically based on your usage. However, if you want to reserve capacity for large volumes without waiting for autoscaling, you can adjust the minimum node value for a connection. More nodes are required to process more transactions for a connection. Conversely, fewer nodes are required if a connection processes fewer transactions. To configure the node values, do the following:

• If you are a pay-as-you-go customer, configure the minimum and maximum node value in the edit connection page.
• If you are a subscription based customer, contact support.

The maximum transactions that a node can handle depends on various factors. So, before adjusting the minimum nodes for better throughput, it is recommended you check if your backend systems are set up optimally to handle the required traffic.

Entity operation examples

This section shows how to perform some of the entity operations in this connector.

Example - List all Accounts

This example lists all the Accountsassociated with the Current application of QB Online entity.

1. In the Configure connector task dialog, click Entities.
2. Select Accounts from the Entity list.
3. Select the List operation, and then click Done.
4. Optionally, in Task Input section of the Connectors task, you can filter your result set by specifying a filter clause. Specify the filter clause value always within the single quotes ('). For example, BillId='25'. You can also specify multiple filter conditions by using the logic operators. For example, BillId='25' and Active=false.

Example - Get a record

This example gets a record with the specified ID from the Bills entity.

1. In the Configure connector task dialog, click Entities.
2. Select Bills from the Entity list.
3. Select the Get operation, and then click Done.
4. In the Task Input section of the Connectors task, click EntityId and then enter 220 in the Default Value field.

   Here, 220 is a primary key value in the Bills entity.

Example - Create a record

This example creates a record in the Vendors entity.

1. In the Configure connector task dialog, click Entities.
2. Select Vendors from the Entity list.
3. Select the Create operation, and then click Done.
4. In the Task Input section of the Connectors task, click connectorInputPayload and then enter a value similar to the following in the Default Value field:

   {
   {
     {
       "Id": "32",
       "SyncToken": "0",
       "MetaData_CreateTime": "2024-04-17 17:13:24.0",
       "MetaData_LastUpdatedTime": "2024-04-24 19:55:23.0",
       "Title": null,
       "GivenName": null,
       "MiddleName": null,
       "FamilyName": null,
       "Suffix": null,
       "DisplayName": "tim Telephone",
       "CompanyName": "tim Telephone",
       "PrintOnCheckName": "tim Telephone",
       "Active": true,
       "PrimaryPhone_FreeFormNumber": "[phone]",
       "AlternatePhone_FreeFormNumber": null,
       "Mobile_FreeFormNumber": null,
       "Fax_FreeFormNumber": null,
       "PrimaryEmailAddr_Address": null,
       "WebAddr_URI": null,
       "BillAddr_Id": "33",
       "BillAddr_Line1": "10 Main St.",
       "BillAddr_Line2": null,
       "BillAddr_Line3": null,
       "BillAddr_Line4": null,
       "BillAddr_Line5": null,
       "BillAddr_City": "Palo Alto",
       "BillAddr_Country": null,
       "BillAddr_CountrySubDivisionCode": "CA",
       "BillAddr_PostalCode": "94303",
       "BillAddr_Lat": "37.445013",
       "BillAddr_Long": "-122.1391443",
       "OtherContactInfo_Type": null,
       "OtherContactInfo_Telephone_FreeFormNumber": null,
       "TaxIdentifier": null,
       "TermRef": "1",
       "TermRef_Name": null,
       "Balance": "0",
       "AcctNum": null,
       "Vendor1099": false,
       "CurrencyRef": "USD",
       "CurrencyRef_Name": "United States Dollar"
     }
   }

   If the integration is successful, your connector task's connectorOutputPayload field will have a value similar to the following:

   {
   { "Id": "64" }
   }

Example - Update a record

This example updates the record with the specified ID in the Purchases entity.

1. In the Configure connector task dialog, click Entities.
2. Select Teams from the Entity list.
3. Select the Update operation, and then click Done.
4. In the Task Input section of the Connectors task, click connectorInputPayload and then enter a value similar to the following in the Default Value field:

   {
   {
   "PrivateNote": "Update"
   }
   }

5. Click entityId, and then enter 22 in the Default Value field.

   Here, 22 is a primary key value in the Purchases entity.

Example - Delete a record

This example deletes the record with the specified ID in the Invoices entity.

1. In the Configure connector task dialog, click Entities.
2. Select Invoices from the Entity list.
3. Select the Delete operation, and then click Done.
4. Click entityId, and then enter 10 in the Default Value field.

   Here, 10 is a primary key value in the Purchases entity.

   If the integration is successful, your connector task's connectorOutputPayload field will have a value similar to the following:

   {
   {Success}
   }

Use the QuickBooks connection in an integration

After you create the connection, it becomes available in both Apigee Integration and Application Integration. You can use the connection in an integration through the Connectors task.

• To understand how to create and use the Connectors task in Apigee Integration, see Connectors task.
• To understand how to create and use the Connectors task in Application Integration, see Connectors task.