Connect QuickBooks
Last updated
Connecting QuickBooks lets your agents draft invoices in your accounting system — for example, "invoice Acme for 10 hours of consulting."
What your agents can do
- Draft an invoice for a customer with one or more line items, using items or services that already exist in your QuickBooks account.
- Hold the invoice for your approval before it's created, if your workspace requires it.
Reading existing invoices, expenses, or customer records is not available yet — check those in QuickBooks directly.
Before you start
- Have access to the QuickBooks company file you want to connect.
- A developer.intuit.com account (free, one time).
- Make sure the items or services your agents will invoice against already exist in QuickBooks.
Connect QuickBooks
Open Integrations
In your dashboard, go to Integrations in the left sidebar.
Click Connect on QuickBooks
Find the QuickBooks card and select Connect.
Create your own Intuit app
In the Intuit developer portal (developer.intuit.com), create an app with the Accounting scope and add the redirect URI Raileon shows you.
Paste your app credentials
Copy the Client ID and Client secret into Raileon and save.
Sign in and choose your company
Sign in to QuickBooks, choose the company to connect, review the access requested, and approve it.
Confirm it is connected
You return to Raileon and the QuickBooks card shows Connected.
Disconnect QuickBooks
Open Integrations, find the QuickBooks card, and select Disconnect. You can also remove the connection from your QuickBooks account settings.