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QuickBooks Online

Learn about our QuickBooks Online integration.

You can synchronize accounting data with QuickBooks Online using our QuickBooks Online integration.

For more details about the supported data types and operations, see QuickBooks Online integration reference.

Supplemental data

This integration supports the ability to include additional fields within our standard data types when fetching, creating or updating records. Read more about supplemental data and how you can read it for this integration.

Set up the integration​

See Set up the QuickBooks Online integration to learn how to set up and enable the integration.

Intuit App Partner Program​

Intuit's App Partner Program supports providers of applications built on Intuit's platform with higher security standards, early access to new features, and more reliable data synchronization.

If you plan to publish an app in the QuickBooks ecosystem, you must register with the partner program and fill in the app assessment questionnnaire. We created an App assessment questionnaire guide to help you answer its questions.

Tiered usage model​

The Intuit App Partner Program operates a tiered usage model. Under this model, Intuit classifies APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. calls into two categories:

  • Core APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. calls - free and unlimited routine tasks, such as creating or updating invoices, bills, and customers
  • CorePlus APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. calls - data-heavy tasks, such as running reports or retrieving deep historical data

The API classification for the Intuit App Partner Program article explains how APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. calls are classified into Core and CorePlus.

Track API call usage to avoid extra charges

Each tier is allocated a monthly limit of CorePlus APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. calls, and exceeding this limit may result in additional charges. Track your app's usage of APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. calls to avoid this.

Track usage​

To avoid unexpected costs, track your app's usage of APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. calls following these steps:

  1. Log in to the Intuit Developer Portal.
  2. Navigate to the App dashboard and select the app you want to review.
  3. In the left-hand menu, click Analytics.
  4. In Analytics, toggle the environment to Production. You will see a chart detailing your Core and CorePlus usage.

Optimize usage​

Optimizing your APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. call usage may reduce the overall fees owed to Intuit. We recommend the following:

  • Limit the number of data refresh requests built into your product.
  • Adjust the frequency of data type syncsSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. to our recommended levels.

If you have questions about optimization, reach out to your Account Manager.

Additional information​

Additional information​

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