How To Setup a Quickbooks Integration
- Log in to your https://developer.intuit.com account -> My Apps -> Create an app
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- Select Quickbooks online and payments option.
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- Finalize your app name and scope details > Create app
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- Navigate to Production -> Keys & credentials -> Fill out Production settings details
- Copy/Paste “https://www.shipedge.com/subscriber-terms/” into Terms of service links and the End-user license agreement Url.
- Copy/Paste the App URLs from your Shipedge OMS account: -> My Account -> Preferences -> API Integration. NOTE: Please make sure to follow the given path to verify your server name. The example given below may not be the same as in your system.
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- Select your app’s use case(s) and industries as applicable.
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5 Save your Production settings
7. Keys & OAuth, Put URL + quickbooks/connect.php. In this case https://betaintegration.shipedge.com/quickbooks/connect.php NOTE: As mentioned before this link is just an example
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In Shipedge
- In your OMS account navigate to -> My Account -> Preferences -> Channel Automation -> Quickbooks -> Connect.
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- In this window: make sure all the information is correct -> Create Store
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- Click Connect
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Now, with our QB connection, you will be able to send order information to QuickBooks to:
- Create Quickbooks Invoice.
- Create customers (contacts).
- Create products within Quickbooks.