Quickbooks

10 min

QUICKBOOKS

INTRODUCTION:

This document describes how a user can create an account in QuickBooks software and get keys and credentials to connect to the MYFUNDBOX product.

STEPS:

Step 1: Create an Intuit Developer Account

Visit Intuit Developer.

Click Sign Up or Create an account.

Step 3: Add the Redirect URIs in your settings.

Click the workspace you have (as shown in the figure Fig. 1.0).

Navigate to Settings → Redirect URIs → Production, then add the following URIs and click Save (as shown in Figure 1.1):

https://subscription.myfundbox.com/QuickBooksOAuthResponse.jsf

https://app.myfundbox.com/QuickBooksOAuthResponse.jsf

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Fig 1.0

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Fig 1.1

Step 4: Collect Keys & Credentials (Client ID & Client Secret)

Navigate to Keys & Credentials (as shown in Figure 1.2).

Click Production → Show Credentials, then copy the Client ID and Client Secret (as shown in Figure 1.2).

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Fig. 1.2

Step 5: Connect QuickBooks in MYFUNDBOX

Sign in to MYFUNDBOX.

Navigate to Configuration → Integrations → click the Get Feature button (as shown in Figure 1.3).

A pop-up will open. Enter the Client ID and Client Secret, then click Save (as shown in Figure 1.4).

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Fig 1.3

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Fig. 1.4

You will be redirected to QuickBooks to connect your account (as shown in Figure 1.6).

Click Connect to establish the connection.

After a successful connection, you will see Connected in the QuickBooks module of your MYFUNDBOX account (as shown in Figure 1.7).

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Fig 1.6

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Fig. 1.7

Step 6: To Enable/Disable/Delete Connections

6.1 For Enable/Disable Connections

In Manage QuickBooks, you can enable or disable the QuickBooks connection by clicking the toggle button (as shown in Figure 1.8).

This only enables or disables the connection; it does not fully disconnect it

6.2 For Delete Connections

If you want to delete or disconnect the QuickBooks account, click the Delete button and then click Yes, delete it (as shown in Figure 1.8).

Your connection will be revoked.

If you disconnect the connection, you will lose all QuickBooks connection credentials from MYFUNDBOX.

To reconnect, you will need to follow the process starting from Step 5.

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Fig 1.8

Step 7: Mandate to update In QuickBooks Account After Connection:

After connecting, it is mandatory to disable the custom transaction number in your QuickBooks account (as shown in Figures 1.9 and 1.10).

Click the Settings icon in the top right corner.

Click Account and Settings.

In the left tab, navigate to Sales.

Click Custom fields, disable Custom transaction numbers, and save the changes.

After saving, click Done.

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Fig 1.9

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Fig 1.10

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