Overview
What is QuickBooks: QuickBooks is a cloud based Enterprise Resource Planning (ERP) tool that centralizes data entry for accounting teams. Datagrid users can connect to Quickbooks to provide continuous and secure access to ERP data, and leverage the workspace for transformation and visualization.
With the Quickbooks integration, Datagrid users can:
Process, clean, and transform your sales data in a non-destructive way.
Blend your Quickbooks data with 50+ other sources including Procore, Autodesk Construction Cloud, P6, Navisworks, and more.
Reuse your data transformations for new versions and projects with reusable flows.
Create interactive dashboards and visuals using your Quickbooks data.
Embed analytics into 3rd party tools like Sharepoint, Procore, or Notion for stakeholder access to insights.
How to integrate QuickBooks with Datagrid
This setup gives Datagrid continuous access to your QuickBooks Online accounting data. The steps below cover authorization, endpoint selection, and the sync configuration Datagrid uses after the connection is confirmed.
Authorize QuickBooks
Log into your Datagrid workspace and open Settings > Integrations > Add New.
Select QuickBooks from the integration list.
Click Authorize to start the OAuth 2.0 flow. You will be redirected to Intuit's consent page.
Sign in with your QuickBooks Online administrator account and approve the connection.
Datagrid receives your authorization code and exchanges it for access and refresh tokens automatically.
Select the data endpoints you want to sync: Accounts, Bills, Bill Payments, Customers, Employees, Journals, Vendors.
Confirm the connection. Datagrid begins pulling data from QuickBooks Online.
Configure authentication
QuickBooks Online uses the OAuth 2.0 Authorization Code Grant flow. A QuickBooks administrator completes a one-time browser-based authorization. After that, Datagrid stores and manages access tokens and refresh tokens without further user interaction. QuickBooks does not support client credentials (server-to-server) flow, so this initial authorization step is required per the Intuit developer documentation.
Select sync endpoints
The integration syncs a defined set of QuickBooks Online objects and uses incremental updates after the initial load.
Synced objects: Accounts, Bills, Bill Payments, Customers, Employees, Journals, Vendors
Sync direction: Bidirectional (read and write)
Sync method: Change Data Capture (CDC) for incremental updates after initial load
Data format: JSON via QuickBooks Online REST API
Requirement: QuickBooks Online account with administrator-level access
If your workflows require entities like Invoices, Payments, Estimates, or Purchase Orders, additional endpoints can be requested.
Once connected, Datagrid keeps QuickBooks Online data available for downstream accounting, reporting, and cross-system workflows.
Data Access
API |
Accounts |
Bill Payments |
Bills |
Customers |
Employees |
Jorunals |
Vendors |
Don't see endpoints you are looking for? We're always happy to make new endpoints available. Request an endpoint here!
Security and Permissions
Permission | Description | Required |
Primary Admin | The primary admin is the main user who has access to every part of the QuickBooks account. They can manage all users and other admin tasks. By default, the primary admin is the person who initially set up the account. Read more on quickbooks.com . | Username and Password |
Integration Capabilities Supported by the Integration
Toric connects through Quickbooks via APIs and we currently support data access to multiple endpoints including Accounts, Bills, and Customers. Please reference the above data access table for more information.
Toric supports Outreach local file import in the following formats:
CSV
XLS
Why use QuickBooks with Datagrid
Datagrid connects QuickBooks Online to the workflows that usually stay trapped across inboxes, files, and adjacent systems. That matters for operators who need accounting work completed accurately without adding more manual review.
Automated bill creation from unstructured documents: Datagrid's agentic AI agents extract vendor names, line items, amounts, and due dates from PDF invoices, email attachments, and scanned documents, then create structured Bill records in QuickBooks without manual keying.
Cross-system financial data sync: Agentic AI agents move customer, vendor, and transaction data between QuickBooks and connected platforms, including CRM systems, document storage, and ERP tools, keeping records consistent across systems.
Intelligent transaction categorization: Agents apply GL category rules to transactions arriving from multiple sources, including corporate cards, expense tools, and external feeds, before they enter QuickBooks. This reduces manual reconciliation during month-end close.
Autonomous AP and AR workflows: Agentic AI agents route invoices for approval based on amount thresholds and department rules, flag duplicate entries, and trigger follow-up communications on overdue receivables without human intervention.
Financial reporting pipelines on schedule: Agents pull P&L, cash flow, and aging reports from QuickBooks on defined intervals, transform the data, calculate budget-vs-actual variances, and distribute outputs to BI tools, spreadsheets, or Slack channels.
What you can build with QuickBooks and Datagrid
QuickBooks becomes more useful when Datagrid connects accounting records to the systems where work begins. The examples below show how agentic AI agents can execute recurring finance workflows with QuickBooks Online data at the center.
End-to-end AP invoice processing: Configure a Datagrid AI agent to monitor an email inbox or shared folder for incoming vendor invoices.
CRM-to-QuickBooks closed-loop invoicing: When a deal closes in your CRM, a Datagrid agent reads the deal line items, customer record, and contract terms, maps them to QuickBooks-compatible structures, and creates an Invoice or SalesReceipt in QuickBooks when that endpoint is available for your setup.
Multi-source transaction reconciliation: Connect QuickBooks with bank feeds, expense management tools, and payment processors through Datagrid.
Automated cash flow forecasting across systems: A Datagrid agent pulls outstanding receivables (
Invoice) and scheduled payables (Bill) from QuickBooks, combines them with CRM pipeline data and committed purchase orders from an ERP system, and generates rolling cash flow projections.
Resources and documentation
QuickBooks Online API full entity reference: Complete reference for all QBO accounting API entities
QuickBooks OAuth 2.0 implementation guide: Step-by-step OAuth 2.0 authorization flow
QuickBooks webhooks documentation: Webhook setup, validation, retry policy, and supported entity events
QuickBooks developer getting started guide: Create a developer account, register an app, and configure API access
QuickBooks API Explorer: Interactive API testing for commonly used entities
QuickBooks SDKs and samples: Official client libraries for Java, .NET, Node.js, PHP, Python, and Ruby
Frequently asked questions
Do I need to stay logged into QuickBooks during Datagrid syncs?
No. A QuickBooks administrator completes a one-time OAuth 2.0 authorization in the browser. After that, Datagrid uses stored access and refresh tokens to sync data without further user interaction. Access tokens expire and are refreshed automatically. The Intuit OAuth 2.0 documentation confirms that the OAuth session operates independently of the QuickBooks browser session.
Which QuickBooks data objects does Datagrid support?
The Datagrid integration syncs seven endpoints: Accounts, Bills, Bill Payments, Customers, Employees, Journals, and Vendors. The QuickBooks Online API itself supports additional entities including Invoice, Payment, Estimate, PurchaseOrder, and JournalEntry. If your workflow requires an endpoint not currently listed, you can request additional endpoints through the Datagrid QuickBooks integration page.
Does Datagrid work with QuickBooks Desktop?
No. The Datagrid integration applies to QuickBooks Online only.
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