How to connect to QuickBooks Online

Before you start

In order to establish a connection from Zed Axis to QuickBooks Online you need to have completed the following:
  • Created a company file with QuickBooks Online at (note Sandbox company files are not supported)
  • Installed a copy of Zed Axis 14 or greater
  • You have an Internet browser installed (Internet Explorer is not supported)
  • Have an internet connection
  • Your QuickBooks Online login is the Master Administrator, Company Administrator, Accountant, Standard User (QuickBooks Online Advanced only) user of the company file
  • QuickBooks Online is not having an outage click here to check

Make a new connection or select an existing connection?

A new feature in Axis V15 enables you to save connections and select them later without having to go through the New Connection process, if you have a previously saved connection you can select it from the Select Connection list and then click connect.  If the connection was not saved or is the first time you are connecting to that company file then follow the steps below to make a new connection.

Connect Axis to QuickBooks Online

Steps to make a new connection to a QuickBooks Online company file

  1. In the Connections tab in Axis select the option to connect to QuickBooks Online, and select the <New Connection> option. 
  2. Axis will open a browser window, in that windows click the button Intuit Connect to QuickBooks. and follow the prompts to sign in to QuickBooks Online
  3. If you have more than one QuickBooks Online company file select the company you wish to connect.
  4. The connection tokens will download and automatically load into Zed Axis and you can close the browser window.
  5. Finally return to Zed Axis and click on the Save Tokens button and the connection is complete and you should see the name of the company file you are connected at the bottom of the Axis status bar.


Error message: Invalid values.
This error occurs when you have had multiple unsuccessful attempts to connect and there are multiple AccessToken.xml files in the download folder that have not completed the connections process.  Close Zed Axis and delete all the Access Token files from the Downloads folder and then restart Zed Axis and retry the connection process.  

Error message: Unhandled exception: The URL cannot be empty
This error occurs after you have click the Save Tokens button but the AccessToken.xml file has not successfully been downloaded to the Downloads folder on your local PC (ie C:\Users\YourUserName\Downloads) .  You will need to check in the browser download feature to see why the download has stalled either due to a antivirus scan or an alert.  Once the AccessToken.xml file has successfully been download then reclick the Save Tokens button to complete the connection process.

Error: Company file does not appear in list of companies I can connect to.
This error occurs because the QuickBooks User ID that you are using to login to QuickBooks Online does not have sufficient permssions to grant Zed Axis permission to connect to that QuickBooks Company file.  In order to connect your QuickBooks Online User ID must either Master AdministratorCompany Administrator, or Accountant user level for that particular company file.  Follow these instructions to update the permissions level.

Error message: Unhandled exception "Could not load file of assembly 'System.Net.Http'.....
This error occurs when the latest version of the Microsoft .Net Framework has not been installed on the PC that Zed Axis is running on.  Please download and install the latest version of the .Net Framework from this page, then reboot your PC and try to connect to QuickBooks Online again.
Script Errors: You may encounter script errors when connecting to QuickBooks Online via Zed Axis, dismiss the warning messages and the connection will continue and will not affect Zed Axis connecting successfully to QuickBooks Online.
Error Message:  Method not found
This error affects users on Vista or Windows 7 and is due to not having the latest Microsoft .Net Framework (4.6.2 or above) installed and an up to date version of Internet Explorer, which Zed Axis need to securely connect to QuickBooks Online.  Please download and install the latest Microsoft .Net Framework from here. Once installed restart your PC and try to connect again.
Error Message: Error Authorizing Request Token
This error is caused by the security settings used by your local copy of Internet Explorer.  To avoid this error message edit your Internet Explorer settings. Internet Options > Security tab and select Trusted Sites, and click the Sites button and add the following website * click Add , and if checked, uncheck Require server verification (https) for all sites in this Zone. You can also add * to the Internet Explorer pop-up blocker.  In Internet Explorer go to Internet Options > Privacy and in the Pop-up blocker section, click Settings and add * to the Exceptions list. Use TLS 2.0 and 1.0
Error message: OAuth context missing
This error indicates that Zed Axis does not have a valid access token to connect to QuickBooks Online, either the token has expired or has not been stored correctly.  Please close Zed Axis clear the Internet Explorer cache and try to connect again.
Error message: User already connected
When connecting to QuickBooks Online you get an message that another user has already connected. QuickBooks Online only permits one user to have a connection, in order for another user to connect you first need to disconnect QuickBooks Online from Zed Axis.   To do that login to QuickBooks Online and click on the Apps menu then select the MyApps tab and where Zed Axis is listed click Disconnect.  You can then retry to connect using Zed Axis.  If that does not work please raise a ticket and quote your the login name that you would like disconnected and we will do that from our end.
Process hangs on Signing In: If you have entered your login credentials and clicked the Sign In button and the process shows Signing In.. and then hangs there indefinitely.  
We have been advised by Intuit support that they have a bug in the QuickBooks login screen the is causing this error.  They are aware of the issue and are working on fixing this in the next release of QuickBooks Online due mid October 2016.  they suggest that the workaround is to Enable Compatibility Mode for Internet Explorer