QuickBooks Online

Pull company users and roles from QuickBooks Online via OAuth 2.0.

Source connector

Source connector — pulls identity and access data from QuickBooks Online into ComplianceScout where it is scored against your compliance frameworks and violation rules.

What ComplianceScout collects

After a successful sync, the following data is available in your ComplianceScout dashboard for violation detection and reporting.

  • QuickBooks Online company users with email, name, and role
  • Admin and accountant designations

Required credentials

These fields are collected when you add the connector in the ComplianceScout dashboard. Secrets are encrypted at rest using AES-256-GCM and are never logged.

FieldTypeRequiredNotes
Client IDTextRequiredOAuth 2.0 client ID from the Intuit Developer portal.
Client secretSecretRequired
Company ID (Realm ID)TextRequiredThe numeric Company ID for your QuickBooks Online company. Visible in the URL after login.
Refresh tokenSecretRequiredLong-lived OAuth 2.0 refresh token. Obtain via the Intuit OAuth 2.0 flow.

How to set up this connector

Follow these steps to gather the credentials above and connect QuickBooks Online to ComplianceScout.

  1. Create an app at developer.intuit.com → Dashboard → Create an App. Select QuickBooks Online and Payments.

  2. Enable the com.intuit.quickbooks.accounting scope.

  3. Copy the Client ID and Client Secret from the Keys & credentials section.

  4. Run the OAuth 2.0 authorization flow to obtain a refresh token. The Company ID (Realm ID) is visible in the QBO URL.

  5. In ComplianceScout, go to Data & Secrets → Integrations → Add Connector → QuickBooks Online and enter all credentials.

Ready to connect QuickBooks Online?

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