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QuickBooks Connection Setup

QuickBooks Plugin Admin Setup

To enable users to connect their QuickBooks accounts, you must first configure an Intuit Developer application and provide the OAuth credentials below.

Steps:

1. Go to the Intuit Developer Portal:

   • Navigate to https://developer.intuit.com/ and sign in.
   • Go to your Dashboard.

2. Create a New App:

   • Click the + Create an app button.
   • Select the QuickBooks Online and Payments platform.
   • Give your application a name (e.g., "Toolstream Integration") and select the scopes. You must select at least com.intuit.quickbooks.accounting.
   • Click Create app.

3. Get Keys and Credentials:

   • Once the app is created, you will be on its dashboard. In the left sidebar, under Development, click on Keys & OAuth.
   • Here you will find your Client ID and Client Secret. These are the values you need for the Toolstream admin settings.

4. Set Redirect URI:

   • On the same Keys & OAuth page, scroll down to the Redirect URIs section.
   • Click + Add URI.
   • Enter the following exact value:
     • https://toolstream.dev/ui/connections/oauth/callback/quickbooks_tool
   • Click Save.

5. Copy and Paste:

   • Copy the Client ID and Client Secret from the Intuit Developer page and paste them into the corresponding fields on this admin page.