QuickBooks Connection

The QuickBooks Connection contains details about the physical location of the QuickBooks company data file or online account. If you have multiple company files to integrate you will need a separate Connection for each.

Important - You will need administrator rights to your QuickBooks Desktop file or Online account to configure and connect the Boomi Connection.

Settings Tab

Field Description

QuickBooks Edition

Choose the type of edition to connect to:

Local QuickBooks Desktop Edition
QuickBooks Online Edition

Company File Name (Full Path)
(Desktop) The full path and name of the company file (for example, C:\Program Files\Intuit\My Company File.QBW). You can easily find the path from within QuickBooks with the desired company file opened, by pressing F2. Copy and paste the entire value from Company File >> Location.

Technical Note: If left blank, the connector will attempt to connect to the "Open Session". This means if you have QuickBooks open, it will connect to whatever company file you are working with. If QuickBooks is not open, you will get a connection error.

File Mode
(Desktop)

How Boomi should open the company file. This should be set to the same mode your QuickBooks client uses.

Single User Mode
Multi-User Mode

Auto Detect (recommended)
The QuickBooks SDK documentation provides a comparison table explaining the different File Modes:

Who started QuickBooks	Mode	Who may obtain access
Integrated Application	Single-user	All other integrated applications = access
Integrated Application	Multi-user	QB users on same machine = no access All other integrated applications = access QB users on other machines = access
QuickBooks User	Single-user	QB user already logged in Only one integrated application = access
QuickBooks User	Multi-user	QB users = access Integrated applications = access

Application Connection Ticket
(Online) Authentication key generated from QuickBooks to permit Boomi to access your account. Click Get Ticket and follow the instructions below to generate the ticket.

Additional Steps to Authorize Boomi to Connect

Desktop Edition

The first time you execute a Process that uses a Connection to a particular company file, you will need to authorize Boomi to access the file from within QuickBooks.

Launch QuickBooks on the machine where the Atom is installed and open the Company File you wish to connect to (the one that you configured in the Connection component above). Log in as the Admin user (if you have multiple users). Switch to Single User Mode. This means you will need to ask any other users to close their QuickBooks instances for you to proceed with the authorization.

First, check if your QuickBooks file allows other applications to connect. From the menu bar, go to Edit, Preferences..., Integrated Applications tab, Company Preferences tab and make sure the box is unchecked next to "Don't allow any applications to access this company file".

Next, you will need to execute a Process in Boomi that uses this Connection. This will trigger the connection to QuickBooks. Go back to QuickBooks.

When the authorization dialog pops up in QuickBooks, choose Yes, always; allow access even if QuickBooks is not running. If there are multiple users, it is recommended to select the Admin users. Click Continue.... Click Yes to allow Boomi access without using a digital certificate.

Online Edition

To connect to your Online account you will need to generate an Application Connection Ticket using QuickBooks' online wizard. In the Boomi Connection Component click Get Ticket to launch the wizard in a separate browser window.

Log in when prompted.
Click Create New Connection
Change the Connection Name if desired and click Continue.
Access Rights - Grant All Accounting rights and click Continue.
IMPORTANT: Login Security - Choose No to allow Boomi AtomSphere to connect automatically. Confirm I still want to turn off login security when prompted and click Create Connection.
Copy the Connection Key and paste it back in the Boomi Connection Component's "Application Connection Ticket".