Connecting QuickBooks to Craveva

Overview

Prerequisites

• Active QuickBooks Online account
• QuickBooks App Developer account (for OAuth)
• OAuth application credentials
• Craveva AI account

Step 1: Create QuickBooks App

1. Go to QuickBooks Developer Portal (developer.intuit.com)
2. Sign in with your Intuit account
3. Click Create App → Get Started
4. Fill in application details:
5. Select OAuth 2.0 scopes:
6. Click Create
7. Copy your credentials:

• - App Name: "Craveva AI Integration"
• - App URL: Your website
• - Redirect URI: https://api.craveva.ai/oauth/quickbooks/callback
• - com.intuit.quickbooks.accounting: Access accounting data
• - com.intuit.quickbooks.payment: Access payment data (optional)
• - Client ID: Your OAuth client ID
• - Client Secret: Your OAuth client secret

Step 2: Connect QuickBooks in Craveva

1. Log in to Craveva AI dashboard
2. Navigate to Data Sources → Connect New Data Source
3. Select REST API connector
4. Choose Accounting System category
5. Enter connection details:
6. Click Authorize to start OAuth flow
7. Log in to QuickBooks and grant permissions
8. Select your company
9. Once authorized, click Save

• - Name: "QuickBooks"
• - Base URL: https://sandbox-quickbooks.api.intuit.com (sandbox) or https://quickbooks.api.intuit.com (production)
• - Auth Type: OAuth 2.0
• - Client ID: Your QuickBooks Client ID
• - Client Secret: Your Client Secret
• - Authorization URL: https://appcenter.intuit.com/connect/oauth2
• - Token URL: https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer
• - Redirect URI: https://api.craveva.ai/oauth/quickbooks/callback

Step 3: Configure Endpoints

• Invoices: /v3/company/{companyId}/query?query=SELECT * FROM Invoice
• Customers: /v3/company/{companyId}/query?query=SELECT * FROM Customer
• Vendors: /v3/company/{companyId}/query?query=SELECT * FROM Vendor
• Items: /v3/company/{companyId}/query?query=SELECT * FROM Item
• Accounts: /v3/company/{companyId}/accounts
• Reports: /v3/company/{companyId}/reports

Step 4: Create QuickBooks Agents

Bookkeeping Automation Agent

1. Automate transaction categorization
2. Match bank transactions
3. Generate journal entries
4. Reconcile accounts

Financial Reporting Agent

1. Generate financial reports:
2. Schedule automated reports
3. Send via email or messaging

• - Profit & Loss
• - Balance Sheet
• - Cash Flow
• - Custom reports

Tax Preparation Agent

1. Track tax-deductible expenses
2. Generate tax reports
3. Categorize transactions for tax
4. Prepare tax documentation

Available Data

• Invoices and payments
• Customers and vendors
• Chart of accounts
• Items and inventory
• Bank transactions
• Financial reports
• Tax information

Troubleshooting

• Verify redirect URI matches exactly
• Check OAuth scopes are correct
• Ensure QuickBooks account is active
• Try re-authorizing

• Tokens may have expired
• Re-authorize connection
• Check app is still active
• Verify company selection

Next Steps

• Set up automated bookkeeping
• Create financial dashboards
• Generate tax reports
• Integrate with banking systems