QuickBooks Online
Connect QuickBooks Online so the agent can read your books and create records — invoices, customers, bills, payments, and reports — over Intuit's REST API.
QuickBooks Online is the cloud product. Your books live in Intuit's cloud, so every request proves two things: that the connecting app is yours, and that someone authorized it to touch a specific company. Maxy ships to your own machine and never runs a shared backend, so it cannot hold one master QuickBooks identity for everyone. Instead you bring your own Intuit app, and its keys are stored only on your install.
What you do once
1. Register an Intuit app. Go to developer.intuit.com, create an app, and turn on the Accounting scope. Copy the app's client ID and client secret. In the app's OAuth settings, add a redirect URI: your public agent address followed by /api/quickbooks/callback. Intuit does not allow localhost for live use, which is why the address is your public one. Start with the free sandbox keys (Intuit gives you up to five practice companies) before moving to real books.
2. Hand the keys to the agent. Tell the agent your client ID and secret, and whether they are sandbox or production. The agent stores them on your install only.
3. Authorize each company. Ask the agent to start a connection. It gives you a link; you open it, sign in to Intuit, and approve one company. That is the only manual step per company. An accountant with several companies under one app just repeats this for each.
What the agent does after that
Everything else is automatic. The agent keeps the connection alive on its own, refreshing access behind the scenes, and can:
- Read anything — "show me unpaid invoices since January", "list my customers", "what bills are due this week".
- Pull reports — profit and loss, balance sheet, aged receivables, for any date range.
- Create and update records — raise an invoice, add a customer, enter a bill, record a payment.
Keeping it healthy
A QuickBooks connection goes stale if it sits unused for about 100 days, or if you revoke access from your Intuit account. Ask the agent to run a connection audit now and then; if a company shows as not alive, just re-authorize it with a fresh link. Reading has a generous free monthly allowance and writing is free, so the agent favours precise lookups over pulling everything.
Moving to real books
Switching your Intuit app from sandbox to production requires passing Intuit's own production security review. That is between you and Intuit; it is not something the agent does for you.