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Quickbooks Connector

When you click on “Add” for a Quickbooks connector, you will be required to fill up the form as shown below:
General Fields
  • * Name: Provide a name for the connector
  • Description: Provide an optional description
Authentication
Once you have submitted the form with above fields, you will be directed to this page for the Quickbooks connector where you need to kick off the authentication step by clicking on the “Authenticate” button at the top right as shown below: This authentication will happen through Knit - our MCP server provider for Quickbooks. You will see the following screen where you need to click on “Continue” as shown:

This will take you to the page where you need to select the instance of Quickbooks - in case you have multiple instances like prod, test etc. - to connect with aidnn as shown below:\ Once you have chosen the instance, you will be taken to the authentication page for Intuit/Quickbooks where you will provide the credentials to authenticate. Follow the instructions shown by Intuit/Quickbooks for this part as it is based on how your authentication is set up. Provide the Company ID
Once you have completed the authentication steps via Intuit/Quickbooks, you will be asked for the Company ID information as the last step as shown below:\ This information is available in your Quickbooks account as shown below (things may differ based on your set up here). Login to your Quickbooks account and click on the gear icon shown below:
Then click on the “Additional Info” link as shown below: You will see a modal window with the company ID as shown below:
Copy this information and paste it in the window that appeared earlier asking for the company ID. With this you will be all set. You can now run aidnn analysis against your connected Quickbooks instance.