---
title: QuickBooks
slug: quickbooks
image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_quickbooks.png
docTags: 
createdAt: 2025-02-03T13:28:22.759Z
---

With the QuickBooks app in Make, you can manage the invoices, bills, sales receipts, estimates, journal entries, payments, deposits, credit memos, customers, purchase orders, items, vendors, files, accounts, purchases, time activities, refund receipts, and events in your QuickBooks account.

# Requirements

To use the QuickBooks app in Make, you must have a [QuickBooks account](https://quickbooks.intuit.com/).

# Connect QuickBooks and Make 

To create the connection:

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Log in to your Make account, add a QuickBooks module to your scenario, and click **Create a connection**.
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Optional: In the **Connection name** field, enter a name for the connection.
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Optional: Switch on **Show advanced settings** and enter your QuickBooks client credentials. For information on how to obtain your credentials, refer to the [Create custom app and client credentials in QuickBooks](docId\:OUO1jK-xdjBFH6XF2lb9E) section below.
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Click **Save**.
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If prompted, authenticate your account and confirm access.
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You've successfully çreated the connection and can now ose the QuickBooks app in your scenarios. If you want to make changed to your connection in the futuer, follow the steps [here](https://help.make.com/connect-an-application#tN2pJ).

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## Create custom app and client credentials in QuickBooks

To connect your own QuickBooks app to Make, you must create a custom app in your QuickBooks developer account and select the relevant platform and scopes.

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Log in to your [QuickBooks developer account](https://developer.intuit.com/).
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Click on the **Dashboard** tab.
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Click **Create an app**.
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Select the Platform to creat the app.
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Enter a name for the app, select the scope, and click **Create app**.
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Click on **Keys & credentials** under the **Development Settings** or **Production Settings** section in the sidebar, depending on your settings.
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Scroll down to the **Redirect URIs** section, add the following links, and click **Save**.
`https://www.make.com/oauth/cb/quickbooks2`
`https://www.integromat.com/oauth/cb/quickbooks`
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Copy your **Client ID** and **Client Secret** and save them in a safe place.
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You now have the client credentials to connect to Make.
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# Templates

You can look for QuickBooks templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios.

# QuickBooks resources

- [QuickBooks API documentation](https://developer.intuit.com/app/developer/qbo/docs/develop)
- [QuickBooks Help Center](https://quickbooks.intuit.com/learn-support/en-us)

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# Common Issues

**New invoice number**

There are 2 options to generate an invoice number:

1\. Set variable or value in the Doc number field in the QuickBooks module interface:

![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/-XVjzhBeb9lsASe1BfN2O_uuid-17b77946-40d4-5c81-1abe-6a00ded3c33c.png)

2\. Automatically generate the invoice number as the number following the last created invoice in QuickBooks. To activate this option, you will need to disable the feature that allows you to edit invoice numbers under your **QuickBooks settings**. For this:

1. Click the **gear** icon.
2. Select **Account and Settings**.
3. Click **Sales**.
4. Under **Sales form content**, uncheck the checkbox next to **Custom transaction numbers**.
5. Click **Save**.
6. Click **Done**.

![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/-FXikOhh8fjL9ZOgr6HE0_uuid-4422c2b3-f3f9-0416-411a-4b6b4992c0f0.jpg)

After this is set, the invoice number will be generated automatically in QuickBooks and you will no longer be able to customize your invoice numbers.

By default, it is set to on. So, an invoice generated without a doc number comes WITHOUT a number (the invoice number field is left empty).
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