---
title: Quickbooks
slug: quickbooks
description: Access the MYFUNDBOX QuickBooks documentation to integrate billing, payments, and accounting with ease. Automate workflows, sync financial data, and simplify subscription management.
icon: 📄
docTags: 
createdAt: 2025-09-23T05:26:30.194Z
---

## 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 <u>[Intuit Developer. ](https://developer.intuit.com/app/developer/homepage)</u>
- Click Sign Up or Create an account. 

### &#xA;Step 2: If you already have an account, sign in. 

### 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://subscription.myfundbox.com/QuickBooksOAuthResponse.jsf)
- [https://app.myfundbox.com/QuickBooksOAuthResponse.jsf ](https://app.myfundbox.com/QuickBooksOAuthResponse.jsf)



![](https://app.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/aZaEPL9NItKvtQT2XssIB_.blob)

                                                              Fig 1.0

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/LLphtlNKmjrZan2P4BUx3_.blob)

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). 

 

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/7u1KVKpV7t1vDkFHdK3kW_.blob)

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). 



 

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/zXMYxxX43l9RF6XnFTi-2_.blob)

Fig 1.3 

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/JF-QNol7ETC8FZrGNWHGv_.blob)

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). 

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/eqZMkg929_M1KAN3-COiH_.blob)

 Fig 1.6

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/XB31mwoiSjRbHnJhANa7r_.blob)

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.** 

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/wYJL7L19-XWMTFwTOnx12_.blob)

 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**. 



![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/c79RHkXr69Jn3cbZVCvyw_.blob)

Fig 1.9

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/0EuS5Q9XT5A7E8oRRiHqV_.blob)

Fig 1.10