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Create a QuickBooks connection

Beta

This feature is in Beta. To use it, a workspace admin must turn on Lakeflow Connect for QuickBooks from the Previews page. See Manage Databricks previews.

Create a QuickBooks connection in Catalog Explorer to store authentication credentials for Lakeflow Connect ingestion. Any user with the USE CONNECTION privilege on the connection can then create QuickBooks ingestion pipelines without needing direct access to the credentials.

Alternatively, admin users can create a connection and a pipeline at the same time in the data ingestion UI. See Ingest data from QuickBooks.

For privilege requirements, see Connect to managed ingestion sources.

Prerequisites​

Complete the source setup. Use the authentication details you obtain to create the connection.

Create a connection​

  1. In the Databricks workspace, click Data icon. Catalog > Create > Create a connection.
  2. On the Connection basics page of the Set up connection wizard, specify a Connection name.
  3. In the Connection type drop-down menu, select QuickBooks.
  4. (Optional) Add a comment.
  5. Click Next.
  6. On the Authentication page, enter the following credentials from Configure authentication to QuickBooks:
    • Client ID: Your Client ID from the Intuit app.
    • Client Secret: Your Client Secret from the Intuit app.
    • Your QuickBooks Company ID (Realm ID): Your QuickBooks company ID (Realm ID).
    • Environment: Your QuickBooks environment, either Sandbox or Production. Select the environment that matches the app credentials.
  7. Click Sign in with QuickBooks and authorize access when QuickBooks prompts you.
  8. Complete authentication and return to the connection form.
  9. Click Create connection.

Next steps​

Create an ingestion pipeline.

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