Quickbooks to Salesforce Integration 2026

QuickBooks, developed by Intuit, is accounting software widely used by small and medium-sized businesses. It supports financial activities such as invoicing, payroll processing, expense tracking, tax preparation, bank reconciliation, inventory management, and financial reporting.

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

Step 1: Create a QuickBooks Developer Account

Create or access your QuickBooks developer account through the Intuit Developer Portal.

Step 2: Create an App in the Intuit Developer Portal

Create your application and configure the required API access.

Step 3: Copy the Client ID and Client Secret

Step 4: Configure Salesforce Auth Provider

Log in to Salesforce, open Setup, and search for Auth Providers.

Step 5: Add QuickBooks Client Credentials

Add the Client ID and Client Secret obtained from the QuickBooks application.

Step 6: Configure the Redirect URI

After creating the Auth Provider, Salesforce generates a callback or endpoint URL. Copy this URL and add it as the appropriate redirect URI in the QuickBooks application configuration.

Step 7: Add the Callback URL to QuickBooks

Step 8: Create a Salesforce Named Credential

From Salesforce Setup, navigate to Named Credentials and configure the connection.

• Add the endpoint URL.
• Select Named Principal as the identity type.
• Select OAuth 2.0 as the authentication protocol.
• Select the Auth Provider created in the previous step.

Step 9: Verify Authentication and Configure Metadata

After creating the Named Credential, verify that the authentication status is successfully authenticated. You can then create custom metadata to store configuration values such as endpoint information.

Retrieving the Company ID

• Open your QuickBooks sandbox.
• Select the Gear icon and choose Additional Info.
• Use the company ID where required in your QuickBooks API configuration.

Step 10: Create the Apex Integration

Use Apex to make authenticated callouts from Salesforce to the QuickBooks API.

• Endpoint: callout:{Named_Credential}/v3/company/{Company_Id}/invoice
• 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());
    }
}

1. Set Up OAuth 2.0 Authentication

Obtain the required OAuth 2.0 credentials from your QuickBooks application.

2. Configure the Postman Environment

Create a Postman environment and add variables such as:

• baseUrl: QuickBooks API base URL.
• clientId: Your QuickBooks application Client ID.
• clientSecret: Your QuickBooks application Client Secret.
• accessToken: OAuth 2.0 access token.
• refreshToken: OAuth 2.0 refresh token.
• realmId: QuickBooks company identifier.

3. Obtain an Access Token

Send the appropriate POST request to the QuickBooks OAuth 2.0 token endpoint using your authorization flow.

4. Create a Customer

Use the access token to send a POST request to the QuickBooks customer endpoint.

5. Handle the API Response

Validate the response and confirm that the customer or other requested record was successfully created or updated.