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Source accounts

Generate source account credentials

The Generate bank account credentials endpoint can be used to generate credentials for QuickBooks Online to authenticate the Bank Feed in the QBO portal. Each time this endpoint is called, a new set of credentials will be generated.

The old credentials will still be valid until the revoke credentials endpoint is used, which will revoke all credentials associated to the data connection.

For QuickBooks Online only

Only call this endpoint when onboarding SMBs that use QuickBooks Online.

post/companies/{companyId}/connections/{connectionId}/connectionInfo/bankFeedAccounts/credentials

Path parameters

companyIdstring uuid required

Unique identifier for your SMB in Codat.

Example:8a210b68-6988-11ed-a1eb-0242ac120002

Unique identifier for a company.

connectionIdstring uuid required

Unique identifier for a company's data connection.

Example:2e9d2c44-f675-40ba-8049-353bfcb5e171

Unique identifier for a connection.

Response

Success

usernamestring

Username used by the bank feeds platform to retrieve transactions

passwordstring

Password to enable the bank feeds platform to securely retrieve transactions.

Example response

{
  "QuickBooks Online Bank Feeds": null,
  "username": "S0MW-TR0P-7DS0",
  "password": "cO0ajh0uGyTN0Pwh"
}