To setup your QuickBooks app in Cobalt for OAuth, you will need the following credentials from your Intuit Developer Account:
  • Client ID
  • Client Secret
  • Scopes

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Pre-requisites

  1. Intuit Developer Account. You can create one here.

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Required Settings

  • Mandatory Scopes
  1. com.intuit.quickbooks.accounting
  2. openid
If you haven’t already created an app in QuickBooks, you’d need to create one.

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Creating an app in QuickBooks

To create a QuickBooks app and acquire the above mentioned credentials, please follow the steps mentioned below:
  1. Log in to your QuickBooks Developer Portal.
  2. Click on the Dashboard icon in the top navigation bar.
Navigation for App setup
  1. Click on + Create an App button in the right and choose QuickBooks Online and Payments.
  2. Enter the unique App Name for your application, select the mandatory scope and click on Create app button.
  3. Go to your Apps catalog in Cobalt > Search for QuickBooks > Settings > Use your credentials > Callback Url > Copy it.
  4. In the OAuth app created for QuickBooks, depending on whether the application is in Development or Production, navigate to Keys & credentials in the left menu and got to Redirect URIs section.
  5. Remove the default URI given > Paste the Callback Url copied from Cobalt > Click on the Save button.
Setting up QuickBooks Developer app
  1. Go to Keys section in Keys & credentials and copy the Client ID and Client Secret from here.
Getting Credentials

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Configuring credentials in Cobalt

App settings page lets you configure the authentication settings for an OAuth2 based application. For your customers to provide you authorization to access their data, they would first need to install your application. This page lets you set up your application credentials. Setting up application client credentials Provide the acquired Client ID and Client Secret under Settings of the app and save it.

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Configuring Scopes

Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes section. For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform. OAuth Scopes Once the scopes has been added to the application in Cobalt, go to your Intuit Developer Account and update the scopes as added on Cobalt.
Scopes cannot be removed once they are assigned to an App.
Select the OAuth App created for Cobalt > Click on Production Settings in the left menu > Scroll down to Scope for the API section > Select the Scope > Click on the Save button.
If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform. And, the scopes selected here are identical to the ones selected in the platform.

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Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using QuickBooks actions and triggers. Following are the set of QuickBooks actions and triggers supported by Cobalt.