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dev-kokopelliage
Oct 20, 2022 10:19 AM UTC
Question

Can we automate the OAuth flow without redirecting the user to the browser to pass the creds?

 Basically, we need to automate some processes and don't want human interaction to come in and pass the creds so we can get the latest working access & refresh token.

1 reply

Rea_M
Oct 20, 2022 11:33 AM UTC

Hello there, @dev-kokopelliage.

 

I'll gladly share some insights about using OAuth for online banking in QuickBooks Online (QBO).

 

You're unable to automate the OAuth flow without redirecting the user to the browser to pass their credentials. This is because the procedure you need to go through is implemented by your bank and not by QuickBooks. You'll have to comply with it to complete the connection process.

 

You can read this article to answer the most commonly asked questions about OAuth: What's OAuth, and what's changing with online bank connections?

 

Once everything is all set, I encourage you to reconcile your accounts regularly (every month). This helps monitor your income and expense transactions and detects any possible errors accordingly. You may want to check out this article as your reference to guide you in doing or fixing a reconciliation in QBO: Learn the reconcile workflow in QuickBooks.

 

Let me know if you have other banking concerns or questions about managing transactions in QBO. I'm always ready to help. Take care, and I wish you continued success, @dev-kokopelliage.

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