Quickbooks Integration

Initial Setup

In order to setup a quickbooks integration, you will need to sign up for a developer account on Intuit.

https://developer.intuit.com/

Begin by signing up and, and then login to your account.

Then, we have to create an App. This gives us the secret keys so that we can talk to your Quickbooks site from iCFM.

1. Visit https://developer.intuit.com/app/developer/dashboard to access the Apps area. 
2. Click "Create an app" in the top right.
3. The only choice at the moment is "QuickBooks Online and Payments" - so click that
4. In the "Give your app a name" section, choose a short name, its just for your app, so it can be anything you like (within reason)
5. In the scopes, ensure you check "com.intuit.quickbooks.accounting"
6. Click "Create app"
7. Once the app is created, you will be taken to a screen with a youtube video
8. We need to retrieve the keys needed. If you are testing this application, then get the keys from the "Development Settings -> Keys & credentials" section. If putting it into a live environment, we use "Production Settings -> Keys & credentials" - both sections give the same type of key
9. You will need to get the "Client ID" and "Client Secret" and give them to us
10. We will give you the "Redirect URIs" link to paste into that section. This is what Quickbooks responds back to once the login has happened.
11. Save this page

After the above setup is completed, you should be able to access your quickbooks installation using the Export dashboard tab in iCFM.

Using the Quickbooks export

When you first open the page, you will be presented with a login. You enter your Intuit details here and once you are logged in, you will be able to choose from whichever company you are connecting iCFM to.

You will need to do this on a fairly regular basis. If you only have one company in Intuit, I think you won't need to choose it.

Once you are authorised the following screen will load. It shows all the outstanding invoices / billing approvals that are ready to be sent to Quickbooks. Simply click on the row of each item you wish to export and then press "Export Invoices"

Each invoice will be imported, company records created if they do not exist, and an invoice number will be assigned (from Quickbooks) - and then saved back into iCFM.