Connect & Configure QuickBooks
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Given below are the prerequisites required before adding single or multiple QuickBooks companies:
Before proceeding with the configuration of QuickBooks, you need to make sure about the following items:
It is necessary to enter a redirect URI in QuickBooks which would allow the InoLink application to interact with QuickBooks without any interference. You need to copy the below link and paste it in QuickBooks.
For the existing InoLink setup, kindly use the below link.
For InoLink installation starting from February 2023, kindly use the below link.
Given below are the steps to enter redirect URI in QuickBooks.
Step 1: Copy the above link.
Step 2: Open QuickBooks, login by visiting https://developer.intuit.com/ with admin credentials (full QuickBooks privileged user).
Step 3: Click on Dashboard and select the app you have created.
If you don’t have existing App then click on Create New App as shown in the below screenshot:
After clicking on Create new app, a screen will open which would ask to select the platform you want to develop for.
Click on QuickBooks Online and Payments, it will ask for App Name. Enter the Name of app based on your requirement. Select com.intuit.quickbooks.accounting checkbox and click on Create App, as shown below:
A. For OAuth 1.0
If your developer account has created apps before July 17, 2017, and any apps created by that account, including future apps and apps under development now, will use OAuth 1.0
Now click on Keys. Here you will find Production & Development keys. You will need the ‘OAuth Consumer Key’ and ‘OAuth Consumer Secret’ to link QuickBooks Online with InoLink.
B. For OAuth 2.0
After the app is created, Get Started page will open. Here you will find the Production and development Keys. You will need the Client ID and Client Secret to link QuickBooks Online with InoLink.
Step 4: Click on Keys and Credentials and scroll down to find Redirect URIs.
For Production QuickBooks Company you need to add all the details mentioned in the below screenshot to get Client ID and Client secret for Production Company.
After verifying all the details, you will be able to see the Client ID and Client Secret as show below:
Step 5: Enter the redirect URI provided and click on Save button.
For the existing InoLink setup, kindly use the below link.
For InoLink installation starting from February 2023, kindly use the below link.
This will allow InoLink to interact with QuickBooks. Once you have all the pre-requisites set in place you are good to add and connect single and multiple companies. Then, you need to configure the QuickBooks connection as per your requirement in InoLink Settings. After clicking on QuickBooks option in Enable and connect to Dynamics 365 and QuickBooks system section in InoLink Settings you will get the window shown below:
Here, select the suitable details of the QuickBooks that are to be synced with the CRM system.
For further queries, reach out to us at crm@inogic.com
