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Wiresk

Quickbooks – Connection

Estimated reading time: 4 min
Quickbooks Banner.

QuickBooks is a popular accounting software developed by Intuit, designed primarily for small and medium-sized businesses. It offers a range of features to help businesses manage their finances

QuickBooks is widely used due to its user-friendly interface, comprehensive features, and integration capabilities with other business tools and services.

Connecting QuickBooks to Wiresk enhances financial and operational management by automating tasks and improving data accuracy.

Possible actions in Wiresk:

  • With scheduled Triggers like Check Updated Invoice and Check New Invoice, you can automatically monitor and update changes in QuickBooks.
  • Use Wiresk’s Query Builder and Get Records by Search String to quickly locate specific records, such as invoices or customer details.
  • Manage records efficiently with actions like Create, Update Record, and Upsert. You can add new invoices, modify customer information, or handle credit card transactions (Create Credit Card).
  • Handle files with Upload File and Download, enabling you to attach documents to records or retrieve them for audits or client requests.
  • Automate communications with Send Mail, ensuring timely updates about invoices or payments.
  • Add context to records using Create File Note or remove outdated data with the Delete Method. The Find and List Methods help locate specific records or generate lists for analysis, providing better insights into your financial data.
Wiresk integration with QuickBooks requires a QuickBooks account. Sign up for free at QuickBooks.com.
For developers, explore the available functionalities through the QuickBooks API documentation.

A connection to your Quickbooks account is needed so we can sync it with our platform.

There are two ways to connect your app to Wiresk:

  • In “My apps” section, where you can manage your connections (select or create your group first to get access to this section, refer to the Group system ).
  • While building your Flow, you can easily establish a connection to your app directly within the Flow builder. This can be done during the setup of either a Trigger or a Method.

This guide explains how to set up a connection in “My apps” section, which is essentially the same process as creating one on-the-go.

  • On your Wiresk’s Dashboard, select your Group.
  • On the left panel, go to “My apps” and select Screenshot 2025 04 08 at 9.58.41 in the morning Quickbooks - Connection
  • Search the app name in the search field or select it in the apps list.
Animated image GIF, showing the step of how to create an app connection. First, select the group then select the + create button.
  1. On the connection settings panel, give a name to your connection, e.g., “Quickbooks Connection”.
  2. Select the environment of your account (Development or Production).
  3. Select the checkbox Quickbooks (permissions for authorization).
  4. Select the “Authorize” button. You will be redirected to Quickbooks connection page.
Screenshot of Wiresk "My Apps" connection page, It shows Quickbooks connection settings panel. Numbered red arrow are showing the process to create a connection to Quickbooks.
  • If you’ve already logged into your QuickBooks account, the connection will happen automatically, and you’ll be redirected back to Wiresk’s connection screen. If you haven’t logged in yet, you’ll need to connect to your QuickBooks account by entering your credentials and completing the identity verification steps.
Screenshot 2025 01 28 at 4.43.54 in the afternoon Quickbooks - Connection
  • Back to the “Add Apps” screen, you can notice a new field “Email” with your Quickbooks email account.
  • Now select the “Save” button.
Screenshot of Wiresk "My Apps" connection page, It shows Quickbooks connection settings panel after being redirected from QuickBooks log in page.

Voila! Your Quickbooks OAuth connection is ready. You can now use it to build your Flows.

Prerequisite:
▪️ You must create a custom app in your QuickBooks developer account.
▪️ Retrieve your Client ID and Client Secret.
Screenshot of QuickBooks developer account. It Shows where to go to create a new custom app.
  • In the Apps tab, select the app creation button.
  • Confirm by selecting “Get Started“.
Screenshot of QuickBooks developer account. It Shows where to go to create a new custom app. Red arrow is pointing to the + button. this button is used to create a new app.
  • On create a new app screen, name you app “Wiresk” and click on Next.
Screenshot of create a new app page. in "tell us about your app" section, user need to name the app.
  • On the Basic info step, check the Authorization scope and click on Done, then, on the pop-up screen, confirm to add these permissions.
Screenshot of create a new app page. in "Add permissions" section. Red arrows instruct to select the scopes checkbox for authorization then click on done.
  • Your app is ready, click on “Show credentials”.
  • Copy your credentials and save it in a safe place for Wiresk connection.
  • Click on “Open app” to set up the Wiresk app.
Screenshot of create a new app page. It Shows that the app is ready. Here you can copy the Client ID and The client secret.
  • Go to keys and credentials if you need a production environment credentials (You must Complete tasks in order to unlock your production credentials).
Screenshot of QuickBooks developer account. It Shows red arrows pointing to keys and credentials section and production button to get the production credentials.
  1. Select “Settings“.
  2. Select “Development” or “Production” environment.
  3. Click on “Add URI” and past: https://api.wiresk.com/api/auth/callback
  4. Save the setting and go to Wiresk “My Apps”.
Screenshot of QuickBooks developer account. It Shows Numbered red arrows pointing to settings section and different area to add new redirect URIs.
  • Go to My apps tab > select “+ Create” button > search QuickBooks

On the connection settings screen:

  1. Give a name to the connection.
  2. Select OAuth Advanced Connection.
  3. Enter your QuickBooks Client ID.
  4. Enter your QuickBooks Client Secret.
  5. Select your QuickBooks app environment.
  6. Check Quickbooks app permissions for authorization.
  7. Select the “Authorize” button and you will be redirected to QuickBooks connection page.
Screenshot of Wiresk QuickBooks connection setting panel. It shows red numbered arrows pointing to different fields for the connection settings.
  • Click on the “Connect” button, follow the instruction and you will be redirected to Wiresk “My Apps“
Screenshot of QuickBooks Connect page. User need to click on connect button to

Voila! Your QuickBooks app OAuth Advanced connection is ready. You can now use it to build your Flows.

Now that Quickbooks is linked to Wiresk, you’re ready to start building Flows.

Simple steps to create a Flow ↓
  • Select your Group, then on the Flow management screen click on “Create Flow”.
Animated image GIF, shows where to click to create a Flow in Wiresk. first select a group then click on create Flow.

Select the Trigger

Flows can be executed by multiple Triggers, depending on the desired workflow. For example, you could use scheduled Triggers with different recurrence rules alongside a Webhook Trigger for immediate, event-driven runs of the Flow. If you choose to “Run Once“, the Flow will execute using only one Trigger and its sample data.
  • On the new screen, name the Flow that you want to create.
  • Add your Triggers by clicking on the Wiresk 2025 05 02 at 15.00.40 Quickbooks - Connection next to “All Triggers”.
  • On the Trigger selection screen, search your app or select it from the list below the screen.
Screenshot of Wiresk Trigger setting screen. Red arrows shows that you can wether search your app in the search or or select it in the list below.
  • Select your preferred Trigger on the next screen and customize its settings (for Quickbooks, refer to the Trigger settings).

As mentioned in “How to connect your app to Wiresk” above, during your Trigger settings, you can create a new connection to your apps at this stage.

Check here for a detailed Tutorial step-by-step on how to create a Flow.

Add a Method to your Flow

The Method will perform a specific task on a particular app or service you’ve connected to Wiresk like get info or send emails.

You can add at least 1 or multiple Methods for complex Flows (a maximum of 255 Methods).
  • On the Flow builder screen, click on the plus button (+) next to the Trigger icon.
Screenshot of Wiresk Flow Builder, showing Trigger icon and an arrow pointing to a plus button. This button is use to add Methods in Wiresk.
  • Search or scroll down to select your apps Methods, then configure it settings (For Quickbooks, see Methods settings).
Screenshot of Wiresk flow builder. This screen shows the Methods selection panel. Search the app or select it in the list below the search.

Add Wiresk Tools to your Flow

If you want to build a complex Flow, Wiresk offers a selection of tools at your disposal. Refer to Wiresk’s Tools

To add Tools in your Flow, Follow the same step as adding the Methods.

  • On the Flow builder screen, click on the plus button (+) then just click on the “Tool” tab and select the Tool that you want to add.
You can refer to “How to Create a Flow” tutorial for more detailed instructions, including step-by-step guidance on mapping and configuration.

Configure your QuickBooks Triggers and Methods by exploring QuickBooks settings.