QuickBooks Online Plugin

This article will walk you through setting up the QuickBooks Online plugin.

Migrate to OAuth 2.0

• Log into your intuit developer account and click My Apps

Open

• Click on your existing app or create a new app if you do not have one listed

Open

• Navigate to the Production section and click on Keys & OAuth This will expose your Client ID and Client Secret

• Note that before displaying Keys, Quick Books may require an app assessment to be completed. Fill this out to the best of your ability.

• In the same Production Section, Please scroll down to Redirect URIs and click Add URI. Enter https://api.konnektive.com/oauth/quickbook/

Add OBO keys into CRM plugin

Now that you have obtained your Production Keys we can now input them into the CRM Plugin.

Navigate to Admin → Plugins → Accounting. Select Quickbooks and hit the Green + button to add an instance of the plugin.

• Enter the ClientID and ClientSecret

• In the QuickBooks Advanced Setup screen, confirm the ClientId and ClientSecret are entered then click the link to authorize Konnektive to access your app.

• When the CRM has been Authorized to access your app you’ll notice that the RefreshToken field is populated and the “Refresh token is required” warning (from the previous screenshot) disappears.

Now that the ClientID, ClientSecret, and RefreshToken fields are populated, feel free to configure the plugin to fit your use case.

DefaultTaxCode is required.

Apply Gateway Routings

Apply Product Routings