# Connect & Configure QuickBooks ### **Prerequisites** **Given below are the prerequisites required before adding single or multiple QuickBooks companies:** Before proceeding with the configuration of QuickBooks, you need to make sure about the following items: It is necessary to enter a redirect URI in QuickBooks which would allow the InoLink application to interact with QuickBooks without any interference. You need to copy the below link and paste it in QuickBooks. [https://inolinkapi0-ajc7hfhhgqggcbfc.eastus-01.azurewebsites.net/QBResponse/AccessToken ](https://inolinkapi0-ajc7hfhhgqggcbfc.eastus-01.azurewebsites.net/QBResponse/AccessToken) Given below are the steps to enter redirect URI in QuickBooks. * **Step 1:** Copy the above link. * **Step 2:** Open QuickBooks, login by visiting with admin credentials (full QuickBooks privileged user). ![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FpBfIZ5bxMwtF9IbMg9XU%2FConnect%20%26%20Configure%20QB_1.png?alt=media\&token=e462ddf8-0f1c-48fe-a2f1-11ed8e40855c) ![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fl9ItdtDMBVZjfUx5kDSi%2FConnect%20%26%20Configure%20QB_2.png?alt=media\&token=d7433894-19b5-4ef9-af28-461cbdd49647) * **Step 3:** Click on Dashboard and select the app you have created. ![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F8Ovb4bYn9yRlP63Eqcfl%2FConnect%20%26%20Configure%20QB_3.png?alt=media\&token=fe6d0613-e224-4b60-921d-24f250c2883e) If you don’t have existing App then click on **Create New App** as shown in the below screenshot: ![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FkKnJsqH1pTl9nhDaHdJg%2FConnect%20%26%20Configure%20QB_4.png?alt=media\&token=05b34783-450a-4957-b1a2-fe814a72a267) After clicking on Create new app, a screen will open which would ask to select the platform you want to develop for. ![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FeOyYrUlNmhzWsNB6p4Ah%2FConnect%20%26%20Configure%20QB_5.png?alt=media\&token=efe45e42-ee6c-4906-ab4d-c271dc41a7ae) Click on **QuickBooks Online and Payments**, it will ask for App Name. Enter the Name of app based on your requirement. Select **com.intuit.quickbooks.accounting** checkbox and click on Create App, as shown below: ![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FPaEa30ulBv4PjNrEk10P%2FConnect%20%26%20Configure%20QB_6.png?alt=media\&token=1ef31528-b09e-418c-9092-7a583cadf827) **A. For OAuth 1.0** If your developer account has created apps before **July 17, 2017**, and any apps created by that account, including future apps and apps under development now, will use **OAuth 1.0** Now click on **Keys.** Here you will find **Production & Development** keys. You will need the **‘OAuth Consumer Key’** and **‘OAuth Consumer Secret’** to link QuickBooks Online with InoLink. ![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FBUDUALT0mHacllM25AfU%2FConnect%20%26%20Configure%20QB_7.png?alt=media\&token=e03a9d49-fb0e-4956-b04b-2649b78e64f1) **B. For OAuth 2.0** After the app is created, Get Started page will open. Here you will find the Production and development Keys. You will need the **Client ID** and **Client Secret** to link QuickBooks Online with InoLink. ![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FhMsswIJBSjhKIlpBamtw%2FConnect%20%26%20Configure%20QB_8.png?alt=media\&token=d3e3ce3f-5899-4461-bcb9-ee3ee85044bb) * **Step 4:** Click on **Keys and Credentials** and scroll down to find Redirect URIs**.** For Production QuickBooks Company you need to add all the details mentioned in the below screenshot to get Client ID and Client secret for Production Company. ![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FvazxoGfnBDJkkjxeBDxm%2FConnect%20%26%20Configure%20QB_9.png?alt=media\&token=325aff89-019b-494b-b391-884b079cef62) After verifying all the details, you will be able to see the Client ID and Client Secret as show below: ![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FLoAywdLSy49buN2gKffX%2FConnect%20%26%20Configure%20QB_10.png?alt=media\&token=09ecda35-8a50-48a4-b003-a63764266a8c) * **Step 5**: Enter the redirect URI provided and click on **Save** button. Link: [https://inolinkapi0-ajc7hfhhgqggcbfc.eastus-01.azurewebsites.net/QBResponse/AccessToken ](https://inolinkapi0-ajc7hfhhgqggcbfc.eastus-01.azurewebsites.net/QBResponse/AccessToken)
This will allow InoLink to interact with QuickBooks. Once you have all the pre-requisites set in place you are good to add and connect single and multiple companies. Then, you need to configure the **QuickBooks** connection as per your requirement in InoLink Settings. After clicking on **QuickBooks** option in **Enable and connect to Dynamics 365 and QuickBooks system** section in InoLink Settings you will get the window shown below: ![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FncwIQEC1KafVivlFKjkI%2FConnect%20%26%20Configure%20QB_12.png?alt=media\&token=92387aa4-d4c5-4269-94bd-18980d448540) Here, select the suitable details of the QuickBooks that are to be synced with the CRM system. {% hint style="success" %} For further queries, reach out to us at {% endhint %}