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Connection Guide

Connect QuickBooks Online Without Breaking the Audit Trail

Use this guide to connect QuickBooks Online or confirm the export-based path that fits your environment. Aurora keeps source, timestamps, ownership, and collection history attached so the first run becomes reusable proof instead of one-off setup work.

Connector Summary
Connection typeDirect connection
CategoryFinance
Checklist4 steps
Want help with rollout?
We'll confirm what can be automated, what stays export-based, and how to keep the first evidence record clean.

First-Run Checklist

Use this sequence to connect QuickBooks Online and make sure the first collection lands cleanly.

  1. 1
    Create an Intuit app for the correct sandbox or production environment.
  2. 2
    Authorize the app with the QuickBooks accounting scope using an admin user for the target company.
  3. 3
    Store client_secret and refresh_token securely, and configure environment, base_url, realm_id, and client_id.
  4. 4
    Validate CompanyInfo and Preferences retrieval before enabling scheduled sync.

Credentials and Secrets

The keys, secrets, or tokens Aurora uses to authenticate and collect proof.

client_secretrefresh_token

Recommended Access

Aurora only asks for the minimum read access needed for collection and checks.

Access requirements depend on the collection mode and scope you choose.