QuickBooks Integration
- Camilo García Duquesne
Index:
Purpose
The purpose of this walkthrough is to help you set up your QuickBooks account inside the Thiio CRM.
Pre Requisites
Pre Requisites:
An active QuickBooks Online account.
An active App at the Developer Dashboard.
A valid set of API keys (Client Id Key and Client Secret Key)
Configuration
Settings tab:
1 - We assume that you already have a account on QuickBooks Online.
2 – At the App Dashboard click the +Create an app button.
3 – Select QuickBooks Online and Payments
4 – Enter the name of your new app and select the desired scopes.
5 - Click the “Create app” button.
6 – Now You should see your App listed at the App Dashboard (Example: Thiio API Test)
7 – Click at the name of the recently created app and go to the Production Keys and Credentials.
8 – Copy the values of Client ID and Client Secret and paste them into the QuickBooks integration corresponding fields at Thiio’s CRM and save the configuration set to complete the cretion of the Integration Instance.
9 – Save The integration.
10 – Go to the configuration of the new Instance of QuickBooks integration.
11– Copy the Integration URI.
12 – At the App Detail page of the App created before (steps 2-5), in the Redirect URIs section click the Add URI button and paste the previous copied Integration URI. Then click the Save button.
13 – At Thiio's CRM QuickBooks Integration click the “GET ACCESS TOKENS”
14 – A new windows will open, it will allow you to register the Thiio’s CRM into the App created at previous steps. Follow the intructions showed in this new page. This action will redirect you to an External page owned by QuickBooks that allows Thiio’s CRM to connect to the QuickBooks Online API.
15 – Now you have filled the fields Code, State and RealmID, AccessToken and RefreshToken.
16 – (Optional) Test the Auth Tokens if needed by clicking at the “TEST AUTH TOKENS” button
17 - Select if you want to register the Payment Gateways Fees as Expenses, also you can choose if you want to send them as Individual expenses or as one expense.
Accounts tab:
For the next steps you may create the account at your QuickBooks Company as needed.
1 - Select an Income Account: Acount linked to the Products insterted from Thiio’o CRM to QuickBooks Online. [Account type: Income, Detail type: Sales of Product Income]
2 - Select a Bank Account: Account where the money gain from products sales is going to be reflected. [Account Type: Bank]
3 - Select an Expenses Account: Account where the fees payments are going to be reflected. [Account type: Expenses, Detail type: **Any** ]
4 – Select an Undeposited Funds Account: Account used as reference to keep track to the deposits ID and make posible some of the Thiio’s CRM operations like Void Deposits. [Account type: Other Current assts, Detail type: Undeposited Funds ]
Notifications:
1 - In the notifications tab we control the events that will trigger the sendingInformation About Products, Orders, Payments and Fees to QuickBooks online.