QuickBooks Connector

Build in-app accounting workflows that sync invoices, customers, payments and chart-of-accounts between your SaaS and QuickBooks. Use Cyclr to embed integrations, orchestrate multi-step automations and publish governed MCP tools your customers can use.

Build with this Connector Talk to an integration expert

Faster time to market

Prebuilt QuickBooks methods speed delivery of in-app integrations.

Centralized auth management

Store and rotate OAuth tokens securely for multi-tenant customers.

Operational reliability

Built-in retry and rate-limit handling for stable syncs.

Embedded experience

Deliver customer-facing workflows natively inside your SaaS product.

CONNECTOR OVERVIEW

Overview

Cyclr connects your multi-tenant SaaS to QuickBooks Online via the QuickBooks REST API so teams can embed two-way accounting integrations. Create, read, update and query invoices, customers, payments and attachments; subscribe to change events; and surface those actions inside your product as governed MCP tools.

PRODUCT USE CASES

Top Use Cases for QuickBooks Integrations

Automate finance workflows inside your product: push invoices to customers’ QuickBooks, sync payments back, reconcile orders, create customers and publish integrations through a white-label embedded marketplace.

Invoice sync and management

Create invoices from your app in customers’ QuickBooks and sync statuses back for reconciled billing.

Payment reconciliation

Push payment records to QuickBooks and reconcile incoming payments automatically using webhooks.

Customer and chart of accounts setup

Automate creation of customers, items and chart-of-accounts mappings during customer onboarding.

ORCHESTRATION

How QuickBooks works with Cyclr

Cyclr sits between your SaaS product and QuickBooks to handle authentication, govern access and orchestrate every API call per customer, at scale.

1
Your SaaS product
Your app requests an action for a specific customer.
2
Cyclr orchestration
Cyclr authenticates, applies policies and routes the request.
3
QuickBooks
QuickBooks processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore QuickBooks methods you can orchestrate through Cyclr.

Employees6

Create Employee

Action

Create a new employee.

List Employees

Action

Get a list of all employees.

Get Employee

Action

Get an employee by ID.

List Updated Employees

Action

Get a list of existing Employees, updated after the last successful cycle run.

Update Employee

Action

Update an employee by ID.

List New Employees

Action

Get a list of new Time Employees, created after the last successful cycle run.

Purchases12

Get Purchase

Action

Retrieve details of the specified purchase by ID.

List New Purchases

Action

Get a list of new Purchase, created after the last successful cycle run.

List Purchases

Action

Get a list of all Purchases.

Update Purchase

Action

Update an existing purchase transaction.

List Updated Purchases

Action

Get a list of existing Purchase, updated after the last successful cycle run.

Create Purchase

Action

Create a new transaction.

Delete Purchase

Action

Deletes the specified purchase by ID.

Search Purchases

Action

Get a list of all Purchases, matching a particular query.

Purchase Created Notification

Webhook

A webhook to provide notification of all purchase creation events.

Purchase Updated Notification

Webhook

A webhook to provide notification of all purchase modification events.

Purchase Deleted Notification

Webhook

A webhook to provide notification of all purchase deletion events.

All Purchase Notifications

Webhook

A webhook to provide notification of all purchase events.

Bills8

Update Bill

Action

Update an existing bill.

List New Bills

Action

Get a list of new bills, created after the last successful cycle run.

Delete Bill

Action

Delete a bill.

List Overdue Bills

Action

Get a list of all overdue bills.

Create Bill

Action

Create a new bill.

Get Bill

Action

Retrieve details of the specified Bill by ID.

List Bills

Action

Get a list of all bills.

List Updated Bills

Action

Get a list of existing bills, updated after the last successful cycle run.

Reports8

Get Balance Sheet Report

Action

Retrieve a balance sheet report.

Get Cash Flow Report

Action

Retrieve a cash flow report.

Get Profit And Loss Report

Action

Retrieve a profit and loss report.

Get Trial Balance Report

Action

Retrieve a trial balance account report.

Get Customer Balance Report

Action

Retrieve a customer balance account report.

Get Transaction List Report

Action

Retrieve a transaction list report.

Get Profit And Loss Detail Report

Action

Retrieve a profit and loss detail report.

Get Vendor Balance Report

Action

Retrieve a vendor balance account report.

Deposits7

Create Deposit

Action

Create a deposit.

List Deposits

Action

List all deposits.

Delete Deposit

Action

Delete a deposit.

List New Deposits

Action

List all deposits created since the last successful run.

Update Deposit

Action

Update a deposit.

List Updated Deposits

Action

List all deposits updated since the last successful run.

Get Deposit

Action

Get a deposit.

Journal Entries7

Update Journal Entry

Action

Update a journal entry.

Get Journal Entry

Action

Retrieve details of the specified Journal Entry by ID.

Delete Journal Entry

Action

Delete a journal entry.

List Journal Entries

Action

Get a list of all journal entries.

List New Journal Entries

Action

Get a list of new Journal Entries, created after the last successful cycle run.

Create Journal Entry

Action

Create a new journal entry, with multiple lines.

List Updated Journal Entries

Action

Get a list of existing Journal Entries, updated after the last successful cycle run.

Class6

Update Class

Action

Update an existing class.

List Updated Classes

Action

Get a list of existing Classes, updated after the last successful cycle run.

List Classes

Action

Get a list of all Classes.

Get Class

Action

Retrieve details of the specified Class by ID.

List New Classes

Action

Get a list of new Classes, created after the last successful cycle run.

Create Class

Action

Create a new class.

Company Info3

Get Company Info

Action

Retrieve details of the specified company by ID.

Update Company Info

Action

Update company info by ID.

List Company Info

Action

Get a list of information pertaining to all companies.

Items7

Create Item

Action

Create a new item.

Update Item

Action

Update an existing item.

List New Items

Action

Get a list of new Items, created after the last successful cycle run.

List Items

Action

Get a list of all items.

List Updated Items

Action

Get a list of existing Items, updated after the last successful cycle run.

Get Item

Action

Retrieve details of the specified Item by ID.

List Item Categories

Action

Get a list of all item categories.

Payments37

Get Payment

Action

Retrieve details of the specified Payment by ID.

List Payments

Action

Get a list of all Payments.

Delete Payment

Action

Delete the specified Payment by ID.

List Updated Payments

Action

Get a list of existing Payments, updated after the last successful cycle run.

List New Payments

Action

Get a list of new Payments, created after the last successful cycle run.

Create Payment

Action

Create a new payment.

Void Payment

Action

Void an existing payment.

Update Payment Transaction Date

Action

Update an existing payment's transaction date.

Create Payment Token

Action

Create a new payment token.

Update Payment

Action

Update an existing payment.

Create Credit Card Payment

Action

Create a new credit card payment.

List New Credit Card Payments

Action

Get a list of new Credit Card Payments created after the last successful cycle run.

Append Payment Line Items

Action

Append line items to a payment.

Capture Charge

Action

Capture and begin processing a charge.

Payment Voided Notification

Webhook

A webhook to provide notification of all payment void events.

Create ECheck

Action

Create a new eCheck and debit the bank account it's coming from.

List Credit Card Payments

Action

Get a list of all Credit Card Payments.

List Updated Payment Methods

Action

Get a List of all Payment Methods created or updated since last run.

Payment Created Notification

Webhook

A webhook to provide notification of all payment creation events.

Get Payment Method

Action

Retrieve details of the specified Payment Method by ID.

List Updated Credit Card Payments

Action

Get a list of existing Credit Card Payments, updated after the last successful cycle run.

Void or Refund ECheck

Action

Fully or partially refund an eCheck transaction.

Update Payment Method

Action

Update a Payment Method.

Update Credit Card Payment

Action

Update a credit card payment.

List Payment Methods

Action

Get a List of all Payment Methods.

Get ECheck Refund

Action

Retrieve details of the specified ECheck Refund by IDs.

Payment Deleted Notification

Webhook

A webhook to provide notification of all payment deletion events.

Create Payment Method

Action

Create a new Payment Method.

Payment Updated Notification

Webhook

A webhook to provide notification of all payment modifications events.

Remove Payment Line Items

Action

Remove line items from a payment.

All Payment Notifications

Webhook

A webhook to provide notification of all payment events.

Get Credit Card Payment

Action

Retrieve details of the specified Credit Card Payment by ID.

Remove All Payment Line Items

Action

Remove all line items from a payment.

Create Charge

Action

Create a new charge object. This takes the token generated elsewhere and creates a charge authorization.

Get ECheck

Action

Retrieve details of the specified ECheck by ID.

List New Payment Methods

Action

Get a List of all Payment Methods created since last run.

Delete Credit Card Payment

Action

Delete a credit card payment.

Terms6

Create Term

Action

Create a new Term object.

List Updated Terms

Action

Get a list of existing Terms, updated after the last successful cycle run.

List Terms

Action

Get a list of all Terms.

Get Term

Action

Retrieve details of the specified Term by ID.

Update Term

Action

Update an existing Term.

List New Terms

Action

Get a list of new Terms, created after the last successful cycle run.

Estimates8

Send Estimate

Action

Send an estimate.

Update Estimate

Action

Update an estimate.

List New Estimates

Action

Get a list of new Estimates, created after the last successful cycle run.

List Updated Estimates

Action

Get a list of existing Estimates, updated after the last successful cycle run.

Get Estimate

Action

Retrieve details of the specified Estimate by ID.

List Estimates

Action

Get a list of all estimates.

Create Estimate

Action

Create a new estimate.

Delete Estimate

Action

Delete an estimate.

Departments7

Update Department

Action

Update an existing department.

Search Departments

Action

Get a list of all Departments, matching a particular query.

List Departments

Action

Get a list of all departments.

Get Department

Action

Retrieve details of the specified Department by ID.

List Updated Departments

Action

Get a list of existing Departments, updated after the last successful cycle run.

Create Department

Action

Create a new department.

List New Departments

Action

Get a list of new Departments, created after the last successful cycle run.

Time Activities7

List Updated Time Activities

Action

Get a list of existing Time Activities, updated after the last successful cycle run.

List New Time Activities

Action

Get a list of new Time Activities, created after the last successful cycle run.

Create Time Activity

Action

Create a new time activity.

Update Time Activity

Action

Update a time activity.

Get Time Activity

Action

Retrieve details of the specified Time Activity by ID.

List Time Activities

Action

Get a list of all time activities.

Delete Time Activity

Action

Delete a time activity by ID.

Access Tokens1

Revoke Access Token

Action

Revoke permissions granted to the application.

Credit Memos7

Get Credit Memo

Action

Retrieve details of the specified Credit Memo by ID.

List Credit Memos

Action

Get a list of all credit memos.

Update Credit Memo

Action

Update a credit memo.

Delete Credit Memo

Action

Delete the specified credit memo by ID.

Create Credit Memo

Action

Create a new credit memo.

List Updated Credit Memos

Action

Get a list of existing Credit Memos, updated after the last successful cycle run.

List New Credit Memos

Action

Get a list of new Credit Memos, created after the last successful cycle run.

Recurring Transactions4

List Updated Recurring Transactions

Action

Get a list of all recurring trasnactions updated since the last run date.

List New Recurring Transactions

Action

Get a list of all recurring trasnactions created since the last run date.

Get Recurring Transaction

Action

Retrieve details of the specified recurring transaction by ID.

List Recurring Transactions

Action

Get a list of all recurring trasnactions.

Sales Receipt11

Update Sales Receipt

Action

Update a sales receipt.

List New Sales Receipts

Action

Get a list of new Sales Receipts, created after the last successful cycle run.

List Sales Receipts

Action

Get a list of all sales receipts.

Delete Sales Receipt

Action

Delete a sales receipt.

List Updated Sales Receipts

Action

Get a list of existing Sales Receipts, updated after the last successful cycle run.

Create Sales Receipt

Action

Create a new sales receipt.

Get Sales Receipt

Action

Retrieve details of the specified Sales Receipt by ID.

Sales Receipt Deleted Notification

Webhook

A webhook to provide notification of all sales receipt deletion events.

All Sales Receipt Notifications

Webhook

A webhook to provide notification of all sales receipt events.

Sales Receipt Created Notification

Webhook

A webhook to provide notification of all sales receipt creation events.

Sales Receipt Updated Notification

Webhook

A webhook to provide notification of all sales receipt modification events.

Attachable6

Search Attachments

Action

Get a list of all attachments matching a particular query.

Delete Attachment

Action

Delete the specified attachement.

Create Note Attachment

Action

Create a note attachment.

Get Attachment

Action

Get attachment details.

Get Download URL

Action

Returns the temporary download URL for the specified attachment.

Upload File Attachment

Action

Upload a file attachment.

Customers9

List New Customers

Action

Get a list of new Customers, created after the last successful cycle run.

Update Customer

Action

Update an existing Customer.

List Customers

Action

Get a list of all Customers.

Search Customers by Name

Action

Get a list of all Customers, matching a particular Name.

List Updated Customers

Action

Get a list of existing Customers, updated after the last successful cycle run.

Search Customers by Display Name

Action

Get a list of all Customers, matching a particular Display Name.

Create Customer

Action

Create a new Customer.

Get Customer

Action

Retrieve details of the specified Customer by ID.

Search Customers by Email

Action

Get a list of all Customers, matching a particular Email.

Invoices21

List New Invoices

Action

List all invoices created since the last successful run.

Get Invoice

Action

Get an invoice.

Void Invoice

Action

Void an invoice.

Upsert Invoice

Action

Upsert an invoice.

List Overdue Invoices

Action

List all invoices with an outstanding balance that are overdue.

Delete Invoice

Action

Delete an invoice.

List Updated Invoices

Action

List all invoices updated since the last successful run.

Send Invoice

Action

Send an invoice.

Search Invoices By Doc Number

Action

List all invoices matching a particular doc number.

Create Invoice

Action

Create an invoice.

Update Invoice

Action

Update an invoice.

Get Invoice as PDF

Action

Get an invoice in PDF format.

List Invoices

Action

List all invoices.

Invoice Voided Notification

Webhook

A webhook to provide notification of all invoice void events.

All Invoice Notifications

Webhook

A webhook to provide notification of all invoice events.

Remove Invoice Sales Line Items

Action

Remove sales line items from an invoice.

Upsert Invoice Discount Line Item

Action

Upsert a discount line item for an invoice.

Append Invoice Sales Line Items

Action

Append sales line items to an invoice.

Invoice Updated Notification

Webhook

A webhook to provide notification of all invoice modification events.

Invoice Deleted Notification

Webhook

A webhook to provide notification of all invoice deletion events.

Invoice Created Notification

Webhook

A webhook to provide notification of all invoice creation events.

Purchase Orders7

Delete Purchase Order

Action

Delete the specified Purchase Order by ID.

Create Purchase Order

Action

Create a new purchase order.

List Updated Purchase Orders

Action

Get a list of existing Purchase Orders, updated after the last successful cycle run.

Get Purchase Order

Action

Retrieve details of the specified Purchase Order by ID.

Update Purchase Order

Action

Update an existing purchase order.

List New Purchase Orders

Action

Get a list of new Purchase Orders, created after the last successful cycle run.

List Purchase Orders

Action

Get a list of all purchase orders.

Accounts11

Get Account

Action

Retrieve details of the specified Account by ID.

Search Accounts

Action

Get a list of all accounts matching a particular query.

List New Accounts

Action

Get a list of new Accounts, created after the last successful cycle run.

List Accounts

Action

Get a list of all accounts.

List Updated Accounts

Action

Get a list of existing Accounts, updated after the last successful cycle run.

Create Account

Action

Create a new account.

Update Account

Action

Update an account.

Account Updated Notification

Webhook

A webhook to provide notification of all account modification events.

Account Created Notification

Webhook

A webhook to provide notification of all account creation events.

Account Deleted Notification

Webhook

A webhook to provide notification of all account deletion events.

All Account Notifications

Webhook

A webhook to provide notification of all account events.

Refund Receipts7

Get Refund Receipt

Action

Retrieve details of the specified Refund Receipt by ID.

Update Refund Receipt

Action

Update a refund receipt.

List Refund Receipts

Action

Get a list of all refund receipts.

Create Refund Receipt

Action

Create a new refund receipt.

List New Refund Receipts

Action

Get a list of new Refund Receipts, created after the last successful cycle run.

Delete Refund Receipt

Action

Delete a refund receipt.

List Updated Refund Receipts

Action

Get a list of existing Refund Receipts, updated after the last successful cycle run.

Tax Codes2

List Tax Codes

Action

Get a list of all tax codes, with their related sale and purchase tax rates.

Get Tax Code

Action

Retrieve details of the specified tax code by ID.

Vendors7

List Updated Vendors

Action

Get a list of existing Vendors, updated after the last successful cycle run.

Search Vendors by Display Name

Action

Get a list of all Vendors, matching a particular display name.

Get Vendor

Action

Retrieve details of the specified Vendor by ID.

List New Vendors

Action

Get a list of new Vendors, created after the last successful cycle run.

Update Vendor

Action

Update an existing vendor.

List Vendors

Action

Get a list of all vendors.

Create Vendor

Action

Create a new vendor.

Preferences2

Update Preferences

Action

Update any of the writable Preference fields.

List Preferences

Action

List all the Preferences of the current company.

Data Query2

Custom Query

Action

Execute a custom query.

Custom Query (Manual Pagination)

Action

Execute a custom query.

General Webhooks1

All Notifications

Webhook

A webhook to provide notification of all events with the current realmId.

Tax Rates3

List Tax Rates

Action

Get a list of all tax rates.

Get Tax Rate

Action

Retrieve details of the specified tax rate by ID.

Get Multiple Tax Rates

Action

Get a list of tax rates by their IDs.

Data Capture1

List Data Changes

Action

Retrieve records of an entity that have been created or updated.

TECHNICAL DETAILS

QuickBooks integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing QuickBooks integrations in Cyclr.

API and authentication

API host: https://quickbooks.api.intuit.com
Authentication: OAuth 2.0 (Authorization Code) with rotating refresh tokens; Client ID and Client Secret required
Credentials: Client ID, Client secret, Redirect URI, Realm ID, refresh token.
Method categories: Accounting CRUD, Query, Batch, Attachments, Reports and Webhook event subscriptions.

View vendor API documentation →

Pagination and rate limits

Pagination

Query-based pagination uses STARTPOSITION and MAXRESULTS. Default page sizes are small; MAXRESULTS is commonly capped at 1000, iterate by increasing STARTPOSITION.

Rate limits

Intuit enforces throttling (examples: ~500 requests/min per company and concurrent request caps). Exceeding limits returns 429; implement exponential backoff and concurrency control.

IMPLEMENTATION

Authentication at a glance

OAuth 2.0 authorization code flow. Exchange code for access and refresh tokens; refresh tokens rotate and must be persisted.

Authentication method: OAuth 2.0 (Authorization Code) with rotating refresh tokens; Client ID and Client Secret required
Credential required: Client ID, Client secret, Redirect URI, Realm ID, refresh token.

Before you begin:

Production apps require Intuit Developer app approval; sandbox credentials will not work in production.

View setup guide

COMMON QUESTIONS

Frequently asked questions

QuickBooks uses OAuth 2.0 Authorization Code flow. Your app exchanges an authorization code for access and refresh tokens. Access tokens expire (about 60 minutes); refresh tokens rotate and must be stored and updated after each refresh.

You need an Intuit Developer app (Client ID and Client Secret), a redirect URI, and the customer’s Realm ID returned during the OAuth callback.

Yes. QuickBooks Online provides webhook subscriptions for supported entities and Intuit has moved webhooks toward the CloudEvents payload format.

Intuit applies multi-layer throttling and returns HTTP 429 when limits are exceeded. Plan for request-rate and concurrent-request limits and use exponential backoff and queuing.

KEEP EXPLORING

Related resources and connectors

Documentation

QuickBooks Connector

Faster time to market

Centralized auth management

Operational reliability

Embedded experience

Overview

Top Use Cases for QuickBooks Integrations

Invoice sync and management

Payment reconciliation

Customer and chart of accounts setup

How QuickBooks works with Cyclr

Your SaaS product

Cyclr orchestration

QuickBooks

Available connector capabilities

Create Employee

List Employees

Get Employee

List Updated Employees

Update Employee

List New Employees

Get Purchase

List New Purchases

List Purchases

Update Purchase

List Updated Purchases

Create Purchase

Delete Purchase

Search Purchases

Purchase Created Notification

Purchase Updated Notification

Purchase Deleted Notification

All Purchase Notifications

Update Bill

List New Bills

Delete Bill

List Overdue Bills

Create Bill

Get Bill

List Bills

List Updated Bills

Get Balance Sheet Report

Get Cash Flow Report

Get Profit And Loss Report

Get Trial Balance Report

Get Customer Balance Report

Get Transaction List Report

Get Profit And Loss Detail Report

Get Vendor Balance Report

Create Deposit

List Deposits

Delete Deposit

List New Deposits

Update Deposit

List Updated Deposits

Get Deposit

Update Journal Entry

Get Journal Entry

Delete Journal Entry

List Journal Entries

List New Journal Entries

Create Journal Entry

List Updated Journal Entries

Update Class

List Updated Classes

List Classes

Get Class

List New Classes

Create Class

Get Company Info

Update Company Info

List Company Info

Create Item

Update Item

List New Items

List Items

List Updated Items

Get Item

List Item Categories

Get Payment