Skip to main content

QuickBooks Online Setup

Required Permission
Company Setup - You must have the Company Setup permission to access this setting.

This guide walks you through connecting Readybuild to QuickBooks Online using OAuth authentication.

Step 1: Navigate to Integration Settings​

  1. Go to Settings > Integrations in Readybuild
  2. Find QuickBooks Online in the list
  3. Click Configure

Step 2: Connect Your QuickBooks Account​

  1. Click the Connect QuickBooks Online button
  2. A new popup window will open for QuickBooks authentication
  3. Sign in to your QuickBooks Online account
  4. Select the company you want to connect
  5. Click Authorize to grant Readybuild access
Popup Windows

Ensure your browser allows popup windows from Readybuild. If the authorization window doesn't appear, check your browser's popup blocker settings.

Step 3: Verify Connection​

Once connected, you'll see your QuickBooks company name displayed on the settings page. This confirms the OAuth connection was successful.

The integration will display:

  • Company Name: The name of your connected QuickBooks company
  • Connection Status: Active or disconnected

Step 4: Configure Defaults​

After connecting, proceed to Configuration to set up your default mappings for:

  • Invoice Cost Code
  • Default Payment Account

If you have pre-existing records in both systems, use Entity Linking to connect them before relying on automatic sync.

Re-Authorization​

QuickBooks Online tokens expire periodically. When this happens:

  1. You'll see an "Authorization expired" error in the integration settings
  2. Click Connect QuickBooks Online to re-authorize
  3. Complete the OAuth flow again to refresh your connection

Disconnecting the Integration​

To disconnect QuickBooks Online:

  1. Go to Settings > Integrations
  2. Click Configure next to QuickBooks Online
  3. Click Disconnect [Company Name]
  4. Confirm the disconnection
note

Disconnecting does not delete any data in either system. Previously synced records remain but will no longer update automatically.

Next Steps​