Steps to create a private QuickBooks Online (QBO) app on Intuit Developer portal
1. Sign in or create an Intuit developer account:
Go to developer.intuit.com and sign in or sign up for a developer profile. This account is where you will create your apps and sandboxes.
2. Create a new Workspace
In the developer portal, go to My Hub → Workspaces and you would land up at Workspace page where you can see existing workspaces. Click on (+) to add a new Workspace.
On clicking, the following screen would appear. Click on Get Started.
Fill in the details- Basic Info, Company Info & Contact Info.
Your Workspace would be created. Click on Open Workspace.
3. Create a new app:
Click on (+) 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.
Once you click (+), the following screen will be displayed.
Click Get Started
Name your Private app and click Next.
Select both the options shown, then click Done.
Once you click on Confirm, your app is ready for testing.
Click on Open app
Once you click Open App, you will be directed to the App Overview screen.
4. Access your app’s credentials:
Open your app in the developer portal and go to Keys & Credentials.
Toggle Production on. You will see a message: “Complete these tasks in order to unlock your production credentials.”
5. Complete the questionnaire to obtain your credentials:
Fill in the required questionnaire that appears to receive your Client ID and Client Secret. The different sections of the questionnaire, along with the recommended responses, are shown in the screenshot below:
A. Under App Details:
Enter your Email address, First name, Last name, Phone number and Address as shown below.
Paste these URLs under “Add your app’s end-user license agreement and privacy policy” as shown in the screenshot below:
End-user license agreement URL: https://www.mydbsync.com/content/eula
Privacy policy URL: https://www.mydbsync.com/privacy-policy
Paste these URLs under “Add your app’s host domain, launch URL and disconnect URL” as shown in the screenshot below:
Host domain: www.mydbsync.com
Launch URL: https://app03.mydbsync.com/appcenter/qb/openid
Under “Select at least one app category for your app”, select the relevant app category. Example categories include: Banking, Income Management, Invoicing, Data Management.
Under “Tell us about any regulated industries that use your app”, select None of the above when no industries apply.
Under “Tell us where your App is hosted”, select United States
After completing the App Details section, proceed to the Compliance section below.
Click on Start Questionnaire
B. General Questions section
Select the following options in the questionnaire
Once filled, Click on Next Tab.
Click on Next Tab
C. App Information
Select the following options in the questionnaire
Once filled, Click on Next Tab.
D. Authorization & Authentication
Select the following options in the questionnaire
Once filled, Click on Next Tab.
E. API Usage
Select the following options in the questionnaire. Once filled, Click on Next Tab.
F. Accounting API
Select the following options in the questionnaire
Once filled, Click on Next Tab.
G. Error Handling
Select the following options in the questionnaire. Once filled, Click on Next Tab
H. Security
Select the following options in the questionnaire. Once filled, Click on Submit
Once you click on Submit, you will see the following pop-up. Click on OK
6. Go to the Key & Credentials tab. It will now display your Client ID & Client secret
Copy and paste the Client ID and Client Secret, and store them in a secure document.
7. Go to Webhooks section. Toggle on Production and in Endpoint URL, paste this URL.
Endpoint URL- https://api-platform6.dbsync.io/cw/api/v2/webhook/qbo
Then Click on Save
Scroll down and make sure you have ticked to all the Subscribed events as shown below.
8. Next, Go to Settings and click on Redirect URLs section.
Under Development, Click on Add URL and paste this URL and click Save.
Redirect URL- https://platform.dbsync.io/cw/qb/oauth2/callback
Similarly, toggle on Production, Click on Add URL, paste this URL and click Save
Redirect URL- https://platform.dbsync.io/cw/qb/oauth2/callback
9. Once you have completed all the steps listed above, login to your DBSync platform and go to QuickBooks Connector.
Click on Disconnect.
Click on Advanced Properties. Enter Client ID and Secret and then click on Save.
Come to Quick Setup and click on Connect to QuickBooks.
Then go to Advanced Properties, Test Connection and Save Connection
10. If you see multiple connections and aren’t sure which one to reconnect, feel free to reach out to our support team for help.
11. In addition, if you face any challenges in the above process, book a meeting with DBSync support using the Link to activate your integration.
Last updated