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Documentation Index

Fetch the complete documentation index at: https://docs.brightpathaisolutions.com/llms.txt

Use this file to discover all available pages before exploring further.

The QuickBooks Online (QBO) connector gives DeskMate access to:
  • Customers — read, create, update
  • Invoices — read, create, send
  • Expenses and bills — read
  • Items and accounts — read
  • Reports — P&L, balance sheet, A/R aging
Setup is one-click OAuth — no Intuit developer console work required.

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Prerequisites

  • A QuickBooks Online subscription (any tier)
  • A user account with Master Admin or Company Admin role on the QBO company

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Connect

  1. In DeskMate, open Workspace → Connectors
  2. Click Connect on the QuickBooks Online tile
  3. You’ll be redirected to Intuit’s sign-in
  4. Sign in and pick the company (QBO “realm”) to grant DeskMate access to
  5. Click Connect
  6. You’re redirected back to DeskMate — the tile turns green
QuickBooks calls each company a “realm” and gives it a numeric ID (the realmId). DeskMate captures this automatically during OAuth; you don’t need to enter it.

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Sandbox vs production

DeskMate workspaces are configured against either QuickBooks Sandbox (for testing) or QuickBooks Production. Your account manager will tell you which one applies. If you’re testing in sandbox before your go-live: When you go live, your DeskMate workspace gets re-pointed to production and you connect again to your real QBO company.

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Verify it’s working

Try this in DeskMate chat: 
list overdue invoices
You should see results within a few seconds.

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The approval rail

Like Xero, all write operations against QBO — creating invoices, posting bills, reconciling expenses — go through DeskMate’s approval rail. Each proposed write is sent as an Adaptive Card to Teams or Slack and only applied after a human approves.

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Troubleshooting

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”Token expired” within an hour of connecting

QuickBooks access tokens are short-lived (~1 hour) but DeskMate auto-refreshes using the refresh token. If you see expiry errors persistently, the most common cause is that the refresh token wasn’t saved. Disconnect and reconnect.

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”company is not in production” / “company is sandbox”

Your DeskMate workspace is configured for the opposite environment from the company you’re trying to connect. Email support to swap environments, or use a different QBO company.

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”Invalid realmId” on every call

Means OAuth didn’t capture the realmId. This is rare but can happen if you cancel halfway through the consent screen. Disconnect and reconnect, and complete the consent fully.

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Invoices created but PDFs look wrong

PDF generation is Intuit’s job, not DeskMate’s. Check Settings → Custom form styles in QuickBooks Online.

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Disconnecting

In Workspace → Connectors, click Disconnect. To revoke at the Intuit side, go to My Apps at appcenter.intuit.com/myapps and disconnect DeskMate.