QuickBooks Integration

• OAuth connection with PKCE
• Realm-aware QuickBooks company linking
• Customer sync from QuickBooks to demeterrr contacts
• Optional invoice-paid trigger path for sequence runs
• Disconnect and reconnect from Integrations

1. Go to Settings > Integrations.
2. Click Connect QuickBooks.
3. Complete OAuth in Intuit.
4. Return to demeterrr and confirm Connected.

During callback, the integration stores your QuickBooks realmId.

Use Sync Now in the QuickBooks card to trigger customer import on demand.

The sync endpoint currently supports contact-style import operations (syncType: contacts).

When enabled in integration config, QuickBooks webhook Payment Create events can trigger sequence runs.

Required config values:

• triggerOnInvoicePaid: true
• triggerDelayDays (optional, 0-90; set > 0 if service is delivered after payment)
• sequenceId set to an active sequence

These are available through the QuickBooks config API route.

After QuickBooks is connected and invoice-paid trigger settings are saved, your team does not need to open demeterrr to run this flow.

The automation runs server-side:

1. Customer pays an invoice in QuickBooks.
2. QuickBooks sends a signed webhook event.
3. demeterrr verifies the webhook signature.
4. demeterrr creates and dispatches the configured sequence run.

QuickBooks webhook requests are validated using HMAC signature checks with:

• QUICKBOOKS_WEBHOOK_VERIFIER

If this value is missing or invalid, webhook events are rejected.

1. Open Settings > Integrations.
2. Click Disconnect in the QuickBooks card.
3. Confirm the action.

Disconnecting stops sync and invoice-paid automation.

Verify:

• QUICKBOOKS_CLIENT_ID
• QUICKBOOKS_CLIENT_SECRET

If callback fails with QuickBooks-specific errors, reconnect and confirm your callback URL matches the running app domain.

Check:

• QUICKBOOKS_WEBHOOK_VERIFIER is set
• Integration status is connected
• triggerOnInvoicePaid and sequenceId are configured if expecting automation

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