- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
-
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
-
Releases & Roadmap
- Roadmap
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Authentication with QuickBooks Online
NOTE: You may have reached this page from the QuickBooks Online App store. Your QuickBooks Online connection has now been terminated.
The QuickBooks Online integration is mostly managed by Zapier, however, there are some features that require direct access to the QuickBooks Online API and thus you will be required to allow Workbooks to authenticate on your behalf to QuickBooks Online. Workbooks require access to your QuickBooks Online account to retrieve data about QuickBooks Sales Tax Codes. We provide a simple UI within a Product record so that you can look up the Id required to populate the Sales Tax Code on a Line Item when creating Invoices in QuickBooks.
At the point of POSTing an Invoice, if the Line Item has a specified QuickBooks Online Sales Tax Code, this will be passed to QuickBooks automatically by Zapier if you have mapped this field as part of your configuration. You will be required to authenticate separately when setting up Zap Templates.
Granting Access to Workbooks
The first time you click the QuickBooks Sales Tax Lookup tab on a Product record, you will be asked to connect to QuickBooks. Click the "Connect to QuickBooks" button and new window will pop open in your browser to login to QuickBooks.
It may be blocked by a pop-up blocker, so ensure that you have allowed Workbooks to do so. Within the pop-up, sign in to your QuickBooks Online account when prompted, then click "Connect" to allow Workbooks to authenticate with your QuickBooks Online account:
Once connected, you will see the following message which will close automatically after 5 seconds. Access will remain active until you choose to revoke the Workbooks application or 100 days of inactivity. At which point, you will need to complete this process again.
This window will automatically close after a few seconds. Click the link to refresh and display your QuickBooks Sales Tax Codes. See here for more information on this functionality.
Revoking Workbooks Access
You can revoke Workbooks access to your QuickBooks Online instance at any point as required. Simply click the link within the QuickBooks Sales Tax Lookup tab.
Upon clicking the link, you will see the following screen confirming that Workbooks access has been revoked.
The next time you click on the QuickBooks Sales Tax Lookup tab within a Product record, you will be asked to authenticate with QuickBooks Online again.