Help center › Step-by-step setup
QuickBooks
Settings → QuickBooks: clients and sales go to the books by themselves.
- Go to developer.intuit.com → Dashboard → Create an app → QuickBooks Online and Payments, name the app.
- Open Keys & credentials → Production and copy the Client ID and Client Secret.
- In Redirect URIs there add the address shown in the program's Redirect URI field — exactly.
- In the program: Settings → QuickBooks, paste the Client ID and Client Secret, pick the Environment (Production — your real company, Sandbox — a test one), Save.
- Press Connect QuickBooks, sign in to your Intuit account and allow access.
- Test connection should answer “ok”. Disconnect removes the link.
Once connected, new clients are created in QuickBooks as customers and sales as sales. Pro / Max
Inside the program the same article is under Help.