QuickBooks (Invoicing)

Overview legend

Introduction

QuickBooks allows you to keep track of financial functions like income and expenses, employee expenses and inventory in real-time and fulfill tax obligations hassle-free. Deliver the QuickBooks integration your customers want in no time.

Configure QuickBooks

Prerequisite(s)

• Create an app on QuickBooks
• Submit your app for approval (this step is only required if you want your app to be publicly available)
• Activate the QuickBooks integration on the Chift platform

Activation process

1. Create an account - here
2. Create your APP in QuickBooks in the developer’s portal following these guidelines:
   1. Log in to QuickBooks
   2. Click on CREATE AN APP
   3. Select com.intuit.quickbooks.accounting scope
   4. Enter a unique name and fill https://chift.app/oauth2/redirect in the field Redirection URLs
   5. Select all permissions
   6. Click on SAVE CHANGES
   7. Keep your Client ID and Client Secret safe because you won’t be able to see them again.
   8. You will need the Client ID and Client Secret afterwards

Test QuickBooks

To test the software integration, you can create a free account on QuickBooks - here

Connect QuickBooks

To activate a connection with QuickBooks, users will have to go through the following steps.

• French article: Help Center - QuickBooks FR
• English article: Help Center - QuickBooks EN

Limitations & exceptions

• You can only connect to one of your companies per consumer (one consumer = one company).
• Draft invoices are not available.
• Opportunities/deals are not present.

Quickbooks coverage