QuickBooks Online Connection
Connect Horizon to QuickBooks Online via OAuth so agents can maintain customers and invoices and pull financial reports.
The QuickBooks Online connection lets Horizon agents work with your QuickBooks accounting data — customers, invoices, the chart of accounts, and the standard financial reports.
Prerequisites
- A QuickBooks Online account (Simple Start, Essentials, Plus, or Advanced).
- Company Admin or Master Admin access in QuickBooks Online.
- An active company — not cancelled or suspended.
Setting Up the Connection
- Navigate to Workspace > Connections and click Connect Service.
- Select QuickBooks Online from the list.
- Click Connect. You will be redirected to Intuit’s sign-in page.
- Sign in with your Intuit account.
- If you have access to more than one QuickBooks company, select the one to connect.
- Review the permissions and confirm. You will be redirected back to Horizon.
QuickBooks production and sandbox are two separate entries in the connect list, not a choice inside one flow. To test against a sandbox, connect the sandbox entry; it is an independent connection with its own credentials.
Permissions and Scopes
Horizon requests one QuickBooks OAuth scope:
- com.intuit.quickbooks.accounting — access to QuickBooks accounting data: customers, vendors, invoices, accounts and reports.
Intuit requires the authorizing user to hold admin access; a standard user cannot complete the flow. The connection then reaches the whole connected company — there is no narrower scope to grant.
What Agents Can Do
Once connected, agents with QuickBooks skills can:
- Maintain customers — create, look up and update customer records.
- Create and update invoices — build an invoice with line items, or amend an existing one.
- Read the chart of accounts — accounts, classes, departments, items, tax codes and tax rates.
- Run financial reports — profit and loss, balance sheet, cash flow, trial balance, AR and AP aging detail, customer balance, and sales by customer, department or product.
- List vendors and read the company profile.
- Find uncleared transactions for bank reconciliation work.
The QuickBooks integration is read-and-report first. Beyond customers and invoices it does not write: there are no skills to record a payment, enter or categorise an expense, create a vendor bill, or email an invoice from QuickBooks. Vendors are list-only.
Token Refresh
Horizon refreshes an access token when it is next needed and is close to expiry, rather than on a schedule. A connection left unused long enough for its refresh token to lapse must be set up again — see Repairing a connection. Token lifetimes are set by Intuit, not by Horizon.
Troubleshooting
| Issue | Resolution |
|---|---|
Connection shows expired or requires_reconnection | Click Disconnect on the connection’s card, then Connect Service and set it up again. There is no re-authorize button. |
| “Authorization failed” | Confirm you are signing in as an admin of the intended QuickBooks company. |
| Agent receives “Business Validation Error” | QuickBooks rejected the record. Check that required fields — customer, line items — are populated. |
| Rate limit errors | Intuit enforces per-company request limits. Reduce how often agents call QuickBooks. |
Disconnecting
Click Disconnect on the QuickBooks card in Workspace > Connections and confirm.
This deletes Horizon’s stored tokens. It does not revoke access on Intuit’s side — for that, go to QuickBooks Online › Settings › Manage Connected Apps and disconnect Horizon.