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BooksClientsConnecting to QuickBooks

Connecting to QuickBooks

Assure Books works on top of a client’s QuickBooks Online data. Connecting a client’s QuickBooks is also how their workspace gets created in Assure Books the first time.

Adding a new workspace

  1. Click Add New Workspace.
  2. Click Connect to QuickBooks.
  3. Sign in to Intuit with the client’s QuickBooks Online credentials.
  4. Select the client’s QuickBooks company.

Assure Books creates the workspace and starts syncing the connected company’s data.

Firm-level QuickBooks app setup

Before any client can connect, your firm needs a QuickBooks OAuth app configured once in Settings — a Client ID and Client Secret from your Intuit developer account. If a client’s connection needs re-authorizing, use Reconnect QuickBooks or Refresh Token from the same Settings page.

There’s no “disconnect” action for a connected client — if a connection needs to change, reconnect or refresh the token from Settings rather than looking for a disconnect option.

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