Quickbooks

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Introduction

QuickBooks allows you to keep track of financial functions like income and expenses, employee expenses and inventory in real-time and fulfill tax obligations hassle-free. Deliver the Quickbooks integration your customers want in no time.

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Configure Quickbooks

Prerequisite(s)

• Create an app on Quickbook
• Submit your app for approval (this step is only required if you want your app to be publicly available)
• Activate the Quickbooks integration on the Chift platform

Process

1. Create an account - here
2. Create your APP in Quickbooks in the developer’s portal following these guidelines:
   • 1. Log in to Quickbooks
   • 2. Click on CREATE AN APP
   • 3. Select com.intuit.quickbooks.accounting scope
   • 4. Enter a unique name and fill https://chift.app/oauth2/redirect in the field Redirection URLs
   • 5. Select all permissions
   • 6. Click on SAVE CHANGES
   • 7. Keep safe your Client ID, Client Secret because you won’t be able to see it again.
   • 8. You will need the Client ID and Client Secret afterwards

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Test Quickbooks

To test the software integration, a free account can be created on Quickbooks - here

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Connect Quickbooks

To activate a connexion with Quickbooks, users will have to go through the following steps.

• French article: Help Center - Quickbooks FR
• English article: Help Center - Quickbooks EN

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Limitations & Exceptions

• You can only connect to one of your companies per consumer (one consumer = one company)
• Draft invoices are not available
• Opportunities/deals are not present

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Quickbooks coverage