QuickBooks Online

Connect QuickBooks

Authorized users can connect or reconnect a QuickBooks Online company to Lean Income for internal business automation, reconciliation support, categorization support, and reporting workflows.

The live connection flow is available only to authorized users.

How the Connection Works

Lean Income uses Intuit OAuth 2.0 with the QuickBooks Online Accounting scope. The app stores OAuth state server-side, validates that state on callback, and stores access and refresh tokens securely in the backend. Tokens are never displayed in the browser or returned from API responses.

Data Access and API Calls

The app currently reads QuickBooks Online accounting data for authorized internal workflows such as reporting, reconciliation support, transaction categorization support, payment review, and financial summaries. It does not delete QuickBooks data and does not autonomously write transactions to QuickBooks.

Reconnect Behavior

If an access token expires, Lean Income uses the stored refresh token to request a new access token and stores the latest token values returned by Intuit. If authorization cannot be refreshed, the connection is marked as needing reconnection and the authorized user can reconnect through this page.