Connecting to QuickBooks Online

All of the tasks in the Quickbooks Online connector require a connection to a Quickbooks Online company, so you will need to create a connection with the type 'Quickbooks Online'. See Managing Connections for instructions on creating a new connection. You will see a screen like the one below, requesting your Quickbooks Online details:

Enter your Quickbooks Online details as described below, then click 'Finish' to create the connection.

Settings

Environment

Required
Select the environment your Quickbooks Online company is in. The available options are:

• Live - Choose this option to connect to a live Quickbooks company.
• Sandbox - Choose this option to connect to a sandbox Quickbooks company.

Auth Token

Required
Click the 'Sign In' button to generate an auth token.

Expiry Date

Read Only
Once you have generated an auth token, it's expiry date will be shown here. When the connection is in use, Zynk will automatically renew the auth token when approaching the expiry date. You can replace expired auth tokens manually by signing in to Quickbooks again.

Expiry Notification Settings

Optional
Tick this box if you would like to receive an email notification shortly before the connection is due to expire. The following additional settings can be configured:

• You can change how much notice is given by altering the number of days. The default is 3, but you can specify any value between 1 and 10.
• The email address you would like the email to be sent to must be specified in the box at the end. You can also provide multiple email addresses to send the notification to, by separating them with commas.

When this option is enabled, Zynk will check the expiry date of the connection at the point of startup and will send a notification email if it falls within the number of days specified. The email will be sent using the SMTP details configured in Tools > Options > SMTP.