Create a Private QuickBooks Online (QBO) App on Intuit Developer portal
Follow the steps below to create a private QuickBooks Online (QBO) app on the Intuit Developer portal
Sign in or create an Intuit developer account
Navigate to developer.intuit.com.
Sign in or sign up for a developer profile. This account is where you will create your apps and sandboxes.
Create a new Workspace
In the developer portal, go to My Hub → Workspaces. You will be directed to the Workspaces page, where you will see existing workspaces.
Click (+) to add a new Workspace.
On the Create a Workspace screen, click Get Started.
Fill in the required details in the Basic Workspace Information, Company Information, and Contact Information screens.
Your Workspace will be created.
Click Open Workspace.
Create a new app in the new workspace
In the new Workspace, click (+) to add a new app.
Create an app. Select QuickBooks Online (Accounting) — or QuickBooks Online & Payments if you need payment functionality — and enter a name for your app.
Note: If you have multiple QuickBooks files, create a separate workspace and private app for each. For example, two QuickBooks files require two workspaces, each with its own private app.
Click Get Started to continue creating a new app.
Enter the App name for your private app and click Next.
In the Add permissions screen, select both permission options shown, then click Done.
In the Permission confirmation screen, click Confirm. The app is ready for testing.
Click Open app.
You will be directed to the App Overview screen.
Generate your App’s Credentials
In the developer portal, open your app and navigate to Keys & Credentials from the left pane.
In Keys & Credentials, click the Development / Production toggle to switch to Production.
To generate the credentials (Client ID and Client Secret), complete the questionnaire under the Complete these tasks in order to unlock your production credentials header.
Complete the questionnaire to obtain your credentials:
Fill in the required questionnaire that appears to receive your Client ID and Client Secret.
Notes:
This section is divided into two sections: App Details and Compliance. Complete each section to generate the Client ID and Client Secret.
Complete the App Details questionnaire using the recommended responses below.
App Details — required fields and recommended responses
Review your Intuit Developer Portal profile and verify your email.
Email address
Your business email address
Required contact information
First name
Your first name
Required contact information
Last name
Your last name
Required contact information
Phone number
Your business phone number
Required contact information
Address
Your business address
Required contact information
Add your app’s end-user license agreement and privacy policy (copy URLs exactly):
End-user license agreement URL: https://www.mydbsync.com/content/eula
Privacy policy URL: https://www.mydbsync.com/privacy-policy
End-user license agreement URL
https://www.mydbsync.com/content/eula
Copy this URL exactly as shown
Privacy policy URL
https://www.mydbsync.com/privacy-policy
Copy this URL exactly as shown
Add your app’s host domain, launch URL, and disconnect URL (copy URLs/values exactly):
Host domain: www.mydbsync.com
Launch URL: https://app03.mydbsync.com/appcenter/qb/openid
Disconnect URL: https://app03.mydbsync.com/appcenter/qb/openid/disconnect/callback?realmId=
Host domain
www.mydbsync.com
Enter without https://
Launch URL
https://app03.mydbsync.com/appcenter/qb/openid
Copy this URL exactly as shown
Disconnect URL
https://app03.mydbsync.com/appcenter/qb/openid/disconnect/callback?realmId=
Copy this URL exactly as shown, including the parameter
Select at least one app category for your app (choose the category that best describes your integration):
Example categories:
Banking
Income Management
Invoicing
Data Management
App category
Select one or more: - Banking, - Income Management, - Invoicing, or - Data Management
Choose the category that best describes your integration use case
Tell us about any regulated industries that use your app:
Select None of the above when no industries apply.
Regulated industries
Tell us where your App is hosted:
Select United States.
App hosting location
United States
Compliance questionnaire
After completing the App Details section, click Start Questionnaire to begin the Compliance section.
Complete each tab of the Compliance questionnaire in order:
General Questions — select the appropriate options, then click Next Tab.
App Information — select the appropriate options, then click Next Tab.
Authorization & Authentication — select the appropriate options, then click Next Tab.
API Usage — select the appropriate options, then click Next Tab.
Accounting API — select the appropriate options, then click Next Tab.
Error Handling — select the appropriate options, then click Next Tab.
Security — select the appropriate options, then click Submit.
After submitting, you will see a questionnaire submission confirmation pop-up. Click OK.
Configure Webhooks
Navigate to the Webhooks section in your app.
Click the Development / Production toggle to switch to Production.
In the production Endpoint URL, paste the following URL exactly:
https://api-platform6.dbsync.io/cw/api/v2/webhook/qbo
Click Save.
Scroll down and make sure you have checked all the Subscribed events checkboxes as required.
Configure Redirect URIs
Navigate to Settings and click the Redirect URLs section tab.
Under Development, click Add URL and enter the following redirect URI, then click Save:
https://platform.dbsync.io/cw/qb/oauth2/callback
Toggle Development / Production to switch to Production.
Click Add URL under Production and enter the same redirect URI:
https://platform.dbsync.io/cw/qb/oauth2/callback
Click Save.
Connect DBSync to your QuickBooks App
Log in to your DBSync Cloud Workflow platform and navigate to the QuickBooks Online connector.
If an existing connection exists, click Disconnect to remove it.
Go to the Advanced Properties tab. Enter Client ID and Client Secret, then click Save.
Navigate to the Quick Setup tab and click Connect to QuickBooks.
Return to Advanced Properties to Test Connection, then Save Connection.
Multiple connections and support
If you have multiple QuickBooks connections and are not sure which one to reconnect, contact the support team for assistance.
If you encounter any issues during setup, schedule a meeting with DBSync support for personalized assistance.
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