Quickbooks to Salesforce Integration 2026

QuickBooks, developed by Intuit, is a leading accounting software used globally by SMEs. It handles everything from invoicing and payroll processing to expense tracking, tax preparation, bank reconciliation, and financial reporting.

• Automated invoicing & billing
• Payroll & tax management
• Expense tracking & reporting
• Inventory management
• Cloud + mobile accessibility

1. Create QuickBooks Developer Account

2. Create App in Intuit Developer Portal

3. Copy Client ID & Client Secret

4. Login to salesforce account. Go to setup and search “Auth provider”

5. Add client id and client secret key received from Quickbook API.

6. After creating the Auth provider we will get an Endpoint url. Copy that url and add it to the App (we have to add that Endpoint URL to redirect URI in quickbook.)

7. After getting the callback URL, we will add it to the Redirect URI of Quickbook.

8. Once we create an Auth provider, we move to “Named Credential” from the setup page.Here we have to fill in the following details:

1. • Add Endpoint URL and Identity Type as Named Principal.
   • Select authentication protocol as OAuth 2.0.
   • Add the authentication provider which we had created in the previous step.

9. After creating a named credential, we have to make sure that “Authentication Status” is set to “Authenticated”. Next, we will create a custom metadata where we store our endpoint URL.

Retrieving the Company Id: 

• Open Quickbooks sandbox. Click on the ‘Gear’ icon & then select ‘Additional Info’
• Add company id to the customer endpoint URL in Custom metadata.

10. Now we have to create Apex, From apex we will make a callout to Quickbook.

We need to set up the following configurations:

• Endpoint:‘callout:{Named_Credentail}/v3/company/{Company_Id}/invoice?minorversion=69’
• Header: Content-Type -> application/json
• Header: Accept -> application/json
• Method: POST

public class IntegrationWithQuickbook {

    public static void createCustomer() {

        String requestBody = '{"DisplayName":"Test ABC"}';

        HttpRequest req = new HttpRequest();
        req.setEndpoint('callout:QB_NAMED_CRED/v3/company/ID/customer');
        req.setMethod('POST');
        req.setHeader('Content-Type','application/json');
        req.setBody(requestBody);

        Http http = new Http();
        HttpResponse res = http.send(req);

        System.debug(res.getBody());
    }
}

• Get Your OAuth 2.0 Tokens: Obtain OAuth 2.0 tokens (Client ID and Client Secret) from your QuickBooks app.
  • Obtain Access Token:Set Up Postman Environment: Create a new environment in Postman and add the necessary variables:
    • baseUrl: QuickBooks API base URL.
    • clientId: Your QuickBooks app’s Client ID.
    • clientSecret: Your QuickBooks app’s Client Secret.
    • accessToken: Access token obtained from QuickBooks OAuth 2.0 authentication.
    • refreshToken: Refresh token obtained from QuickBooks OAuth 2.0 authentication.
    • Obtain Access Token: Make a POST request to QuickBooks OAuth 2.0 token endpoint using your Client ID, Client Secret, and authorization code to get the access token.
• Make a POST request to QuickBooks OAuth 2.0 token endpoint using your Client ID, Client Secret, and authorization code to get the access token.
  1. Create a Customer:

  Make a POST request to create a customer in QuickBooks using the obtained access token. Replace placeholders like {{baseUrl}}, {{clientId}}, {{clientSecret}}, {{accessToken}}, {{realmId}}, etc., with your actual values.

  • Handle Response:

  Handle the response from QuickBooks. If successful, you should receive a JSON response with the details of the created customer. Ensure you have the necessary scopes and permissions for customer creation based on your QuickBooks app settings. Adjust the request payload as needed for additional customer details.