📘 QuickBooks

Margin supports QuickBooks production and sandbox connections.

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1. What Margin Needs

From your finance/data team:

1. An Intuit developer app with Client ID and Client Secret
2. OAuth redirect URI set to the callback URL shown in Margin’s integration setup
3. Tenant-scoped QuickBooks authorization (per-company connection)
4. Optional Realm ID (Margin can usually detect this automatically after authorization)

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2. Create and Configure the Intuit App

1. Create an account in the Intuit Developer portal.
2. Create a new QuickBooks Online and Payments app.
3. In app settings, add redirect URI:
   • the callback URL shown in Margin
4. Copy Client ID and Client Secret from Keys and credentials.
5. (Optional for testing) create a sandbox company and note the Company ID / Realm ID.

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3. Configure the Integration in Margin

During auth, each tenant authorizes its own QuickBooks company. Margin stores those credentials server-side only.

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4. Scopes and Token Behavior

• Common scope: com.intuit.quickbooks.accounting
• Optional scope: com.intuit.quickbooks.payment
• Access tokens are short-lived (~1 hour), but refresh is handled automatically by Margin.

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5. Useful References

• QuickBooks API docs
• QuickBooks OAuth guide
• QuickBooks OAuth scopes

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Next Steps

Once QuickBooks is connected, continue to data modelling.