Before you can access data from users using QuickBooks Online for their accounting, you need to set up a QuickBooks Online integration in the Railz Dashboard™. You'll need to:
Register a new application on QuickBooks Online's developer portal.
Add your secure keys to the Railz Dashboard™.
Part 1: Register your Application
1. Create and/or Login to your QuickBooks Developer account: https://developer.intuit.com/app/developer/homepage
2. Navigate to Dashboard (Top left).
3. Select + Create an app.
4. Select QuickBooks Online and Payments.
5. Enter App Details (Give your app a name & Choose a Scope), and select Save.
6. Under Production select Terms of Service Links:
Note: You can use your own links or use the following as placeholders (this step must be completed in order to proceed):
End-User License Agreement Url: https://www.railz.ai/terms-of-service
Privacy Policy Url: https://www.railz.ai/privacy-policy
7. Navigate to Keys & Oath (Under Production).
8. Complete the list to get Production keys.
9. On Keys & Oath (Under Production) select Add URI.
10. Enter https://auth.railz.ai/quickbooks/ and select Save.
Part 2: Add your Secure Keys
1. Navigate to: https://dashboard.railz.ai/login and login.
2. Click Integrations.
3. For QuickBooks select Manage.
4. Copy your ClientID & Client Secret from your QuickBooks developer account and Paste your ClientID & Client Secret into Railz and click Save changes.
5. Enable your integration. Go back to Integrations, and use the toggle to update the QuickBooks from Disabled to Enabled.
