QuickBooks
What is it about?
QuickBooks Online is a cloud-based accounting software that is designed to help small businesses manage their finances more efficiently. It provides a range of features that allow businesses to track income and expenses, create and send invoices, manage bills and payments, and generate financial reports.
With QuickBooks Online, businesses can also connect with their bank accounts and credit cards, import transactions, and reconcile accounts, making it easier to keep track of their finances. The software is accessible from any device with an internet connection and offers a variety of plans to fit different business needs. QuickBooks Online is a popular choice for small businesses looking for an easy-to-use and cost-effective accounting solution.
Main points to consider regarding env vars
Quickbooks is an OAuth 2 integration that requires only 2 things: CLIENT_ID and CLIENT_SECRET.
Getting CLIENT_ID and CLIENT_SECRET:
Log in to your Intuit Developer account.
Click on the Dashboard in the top right horizontal menu:
Then click on the blue button on the right that has this text "+ Create an app"
Choose QuickBooks Online and Payments.
Setup an app.
Notice:
If your account is US based, please, choose all the scopes as partial scopes selection may result in limited integration functionality.
After setting up an app, click on the blue button "Create app".
On the opened screen navigate to Keys & Credentials section under Development Settings in the left menu.
When there, copy the values of Client Id and Client Secret and insert them into corresponding fields on the Deskree platform.
If you want to learn more about OAuth 2 authorization, please refer to QuickBooks' documentation.
To understand where to find the variables, please check out our video on the QuickBooks integration page regarding this topic.
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