Quickbooks Online Connection Guide 2.7¶

Overview¶

This guide describes the system requirements and instructions for connecting Vinyl to a Quickbooks Online database server.

In order to connect your servers, you must have Vinyl 2.7 installed.

System Requirements¶

Database Server¶

Quickbooks Online Database Server

Client Web Browser¶

• Chrome TM 60 or newer

• Firefox ® 55 or newer

• Safari ® 11.0.2 or newer

Connection Instructions¶

Adding an OAuth Security Provider¶

1. Navigate to the Vinyl IDE

2. From the Connect menu, click on the Connect to your enterprise link

3. Click on Security Providers then click Create under User Authentication

   

4. To configure Oauth Security Provider, provide the following information:

   • In Settings panel

     • Name: Recognizable name

     • Type: Select Oauth from the dropdown menu

   • In Properties panel

     • Authorization Endpoint: https://appcenter.intuit.com/connect/oauth2

     • ClientId: Credentials from Quickbooks App

     • ClientSecret: Credentials from Quickbooks App

     • Scopes: com.intuit.quickbooks.accounting

   • Visit Google's documentation for further guidance on Scopes. Multiple scopes can be added, separate by a space.

   • Token Endpoint: https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer

5. Click Enabled and Redirect on Challenge.

6. Click Save.

Adding a RDBMS Security Provider¶

1. Navigate to the Vinyl IDE

2. From the Connect menu, click on the Connect to your enterprise link

3. Click on Security Providers then click Create under Data Source Authentication

   

4. To configure Oauth Security Provider, provide the following information:

   • In Settings panel

     • Name: Recognizable Name

     • Type: Select RDBMS from the dropdown menu

   • In Properties panel

     • AuthorizationType: AuthorizationCode

     • OAuthProvider: Oauth Provider created in previous step

Adding a Server¶

1. Navigate to the Vinyl IDE

2. From the Connect menu, click on the Connect to your enterprise link

   

3. Click the Create button on the top left of the Data Servers panel. This will bring up the Add Server page.

   

4. To connect to an Quickbooks Online server, provide the following information:

   • Name: An identifiable and unique server name

   • Type: Select Quickbooks Online from the dropdown menu

   • Instance Name: Numeric code identifying instance- found under "company info" in developer.intuit.com

5. Security Provider: The RDBMS provider set up in previous step

6. After filling in all necessary credentials, click Test Connection to ensure information in preceding steps is correct, then click the Save button to save the settings.

Import Data Source¶

1. Navigate to Vinyl IDE.

2. Click on Build Your Application then click on Data Storage Layer.

3. Under Account find the Quickbooks Online Database with the name you chose earlier.

4. Expand the Quickbooks Online panel and under Import Capabilities click Import.

   

5. After import, click on Tables to view imported tables from Quickbooks Online Server.