Quickbooks Integration

Initial Setup

In order to set up a QuickBooks integration, you will need to sign up for a developer account on Intuit and create an app. This gives us the secret keys so that we can talk to your QuickBooks site from iCFM.

This has to be done at your end. It requires QuickBooks admin access, and the keys it produces give access to your accounts package, so we are not able to do it on your behalf. It is usually handled by whoever looks after your IT.

Please note: these steps are completed on the Intuit Developer Portal, which is a third party site outside our control. Intuit update it from time to time, so the screens and wording may not match this guide exactly. This guide was last checked in September 2026. If what you see differs, or you are unsure at any point, please contact support and we will help - and try to update this guide.

https://developer.intuit.com/

1. Sign up for a developer account and follow the steps on screen. This creates your account, a workspace and your first app in one process.
2. When prompted, give your app a short name. It is just a label, so it can be anything you like (within reason). There is no app type to choose - your app is tagged QuickBooks automatically.
3. Once the app is created, open it and go to Keys and credentials.
4. There are two tabs. Development keys are available straight away but are for testing only, and are marked NOT LIVE DATA. Production keys are the ones we need.
5. Select the Production tab. The keys are locked until you have completed a list of tasks shown underneath them. Work through these - they can be done in any order, and most are Intuit's own questions. See below for the parts we can help with *
6. Once the tasks are complete, the production Client ID and Client Secret become available. Send both to us securely.
7. We will give you a redirect URL to add. This is set on your app's settings page rather than alongside the keys, and is what QuickBooks responds back to once the login has happened.

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

* Tasks we can help with

Some of the tasks ask for details you will not have to hand. 

• App URLs. The host domain is the address you use to access iCFM, without the https:// prefix. The launch, disconnect and connect/reconnect URLs are the same address with /quickbooks on the end, including the https:// prefix.
• Where your app is hosted. This asks for a country and IP address details. Please contact support and we will tell you what to enter.
• App assessment questionnaire. Intuit estimate this takes around 30 minutes. Your progress is saved, so you do not have to finish it in one sitting. You will need to complete the regulated industries task first, as this unlocks the questionnaire. Parts of it ask technical questions about the application itself - please contact support and we can send you suggested answers for those.

Using the Quickbooks export

When you first open the page, you will be presented with a login. Once you are logged in, you will be able to choose from whichever company you are connecting iCFM to. If there is no access token, or the token has expired, click Connect to QuickBooks.

You will need to do this on a fairly regular basis.

Once you are authorised the following screen will load. It shows all the outstanding items 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. Refresh reloads the list.

Each invoice will be imported, and an invoice number will be assigned (from Quickbooks) - and then saved back into iCFM. If an invoice cannot be sent, a message will appear above the list.