# 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 [https://developer.intuit.com/](<https://developer.intuit.com/ >) with admin credentials (full QuickBooks privileged user).

![](/files/CY84HVQN3W9rtnOg4zdy)

![](/files/w6Bj901rQBlRtwWOdQLN)

* **Step 3:** Click on Dashboard and select the app you have created.

![](/files/pIZcRs30VK7M6YjyIKYj)

If you don’t have existing App then click on **Create New App** as shown in the below screenshot:

![](/files/nsPtnCxrkoHyaIkiERpG)

After clicking on Create new app, a screen will open which would ask to select the platform you want to develop for.

![](/files/epA4SaqeFq7Izo9JpvkS)

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:

![](/files/S9X8i2wSBIQ2uE0QximV)

**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.

![](/files/g9zvIJKhK2C2zsijL7PT)

**B. For OAuth 2.0**&#x20;

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.

![](/files/G3dBqPz7LzvjW4Nig3DB)

* **Step 4:** Click on **Keys and Credentials** and scroll down to find Redirect URI&#x73;**.**

  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.

![](/files/mZz6sV3WF0cSJviUX7yK)

After verifying all the details, you will be able to see the Client ID and Client Secret as show below:

![](/files/BFUV2WDNSn0vWOwH2ThU)

* **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   >)

<figure><img src="/files/Anw1W4xPfzKX3q1wbMjM" alt=""><figcaption></figcaption></figure>

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:

![](/files/auNk4BJA6FyW30ZuPCM1)

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 <crm@inogic.com>
{% endhint %}


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