# 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](https://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.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/k0vrJuReB1JdmTnRg16o/Unknown%20image)

On clicking, the following screen would appear. Click on **Get Started**.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/nn9GyhG3rkvL8357CNlb/Unknown%20image)

Fill in the details- Basic Info, Company Info & Contact Info.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/3Iu7O1PyGjtysskaB1Jw/Unknown%20image)

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/zHg23OjZTyrHpjsfYwnb/Unknown%20image)

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/y4iiZdtSBDVIBVJhYgUa/Unknown%20image)

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/zfDHy8eLWrWhjhOxh0my/Unknown%20image)

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.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/bRd3g2HlgU8junfPQwkx/Unknown%20image)

Once you click **(+)**, the following screen will be displayed.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/Y2M6uPwbgYay0NsBL9QN/Unknown%20image)

Click **Get Started**

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/fxxlhuyd2B3ULWKfcHfJ/Unknown%20image)

Name your Private app and click **Next.**

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/FYXrdpQruxL1Te3vqMLB/Unknown%20image)

Select both the options shown, then click **Done**.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/YyVXh62lPdSkELeWuSVP/Unknown%20image)

Once you click on **Confirm**, your app is ready for testing.

<figure><img src="https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/aTlpGc5XlTIlOhIubPF0/Unknown%20image" alt=""><figcaption></figcaption></figure>

Click on **Open app**

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/4GDjoj7Tz0Ihr6Xt80ge/Unknown%20image)

Once you click **Open App**, you will be directed to the App Overview screen.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/r9dHxbONYCA7IkJSiIW2/Unknown%20image)

#### 4. Access your app’s credentials:

Open your app in the developer portal and go to **Keys & Credentials**.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/GaXWDYMZY02racqdyZJy/Unknown%20image)

Toggle **Production** on. You will see a message: *“Complete these tasks in order to unlock your production credentials.”*

<figure><img src="https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/RG6b5ZfbLSYrKF15PKE6/Unknown%20image" alt=""><figcaption></figcaption></figure>

#### 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.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/yak1YCx2LRc1SLAijWh0/Unknown%20image)

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>

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/RaMes6sbLcoHk7ixYVt4/Unknown%20image)

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](http://www.mydbsync.com/)
* Launch URL: <https://app03.mydbsync.com/appcenter/qb/openid>
* Disconnect URL: <https://app03.mydbsync.com/appcenter/qb/openid/disconnect/callback?realmId=>

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/saTt0jgoi803yxcrXVcK/Unknown%20image)

Under “*Select at least one app category for your app*”, select the relevant app category. Example categories include: Banking, Income Management, Invoicing, Data Management.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/INGEv4SKTrPHGpGcxrAI/Unknown%20image)

Under “*Tell us about any regulated industries that use your app*”, select **None of the above** when no industries apply.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/rLkLexqU8X0ChZvp7iFy/Unknown%20image)

Under “*Tell us where your App is hosted*”, select **United States**

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/Va2vPNEMyFUdkhi429E8/Unknown%20image)

After completing the **App Details** section, proceed to the **Compliance** section below.

Click on **Start Questionnaire**

<figure><img src="https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/i0NqMWemYCqJKNH2vWVC/Unknown%20image" alt=""><figcaption></figcaption></figure>

**B. General Questions section**

Select the following options in the questionnaire

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/csWvY4GQnXndBQEKrj93/Unknown%20image)

Once filled, Click on **Next Tab**.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/fEvii1TvzhUktjm5CNIA/Unknown%20image)

Click on **Next Tab**

**C. App Information**

Select the following options in the questionnaire

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/G2ieyM23SlrbmARRpYlD/Unknown%20image)

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/wnCXs7ULPdmqZaExVeIn/Unknown%20image)

Once filled, Click on **Next Tab**.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/8fWmZ4WwNrfDTp4VDl1P/Unknown%20image)

**D. Authorization & Authentication**

Select the following options in the questionnaire

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/L4GG9On30PttpE331Ulh/Unknown%20image)

Once filled, Click on **Next Tab**.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/Vsx6gX5Ok1R0TB8HkA4X/Unknown%20image)

**E. API Usage**

Select the following options in the questionnaire. Once filled, Click on **Next Tab**.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/8DgNfx0KhjyJB71Mrvpy/Unknown%20image)

**F. Accounting API**

Select the following options in the questionnaire

<figure><img src="https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/zJI51cPk4hVeQquzjolm/Unknown%20image" alt=""><figcaption></figcaption></figure>

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/SC3Xf6oQAgXBjLWxhaiH/Unknown%20image)

Once filled, Click on **Next Tab**.

**G. Error Handling**

Select the following options in the questionnaire. Once filled, Click on **Next Tab**

<figure><img src="https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/inXEIx3J4xls6utrWPuc/Unknown%20image" alt=""><figcaption></figcaption></figure>

**H. Security**

Select the following options in the questionnaire. Once filled, Click on **Submit**

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/TdNemBO5v2MiqjBu1EV5/Unknown%20image)

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/327nQGwDb4fJzgO1uJTZ/Unknown%20image)

Once you click on **Submit,** you will see the following pop-up. Click on **OK**

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/dMf0GscHherq2Z76tChf/Unknown%20image)

#### 6. Go to the Key & Credentials tab. It will now display your Client ID & Client secret

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/yXg97z3aO2pdFjCSFr8H/Unknown%20image)

**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>

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/WrIaIj89eVUqCCqAd9bv/Unknown%20image)

Then Click on **Save**

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/bMPGz79NtGuF3mNEazoR/Unknown%20image)

Scroll down and make sure you have ticked to all the Subscribed events as shown below.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/Nezw7bzTpKIo9ai2jQHu/Unknown%20image)

#### 8. Next, Go to Settings and click on Redirect URLs section.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/0vxoMXQEciHebG3J6B2R/Unknown%20image)

Under **Development**, Click on **Add URL** and paste this URL and click **Save**.

Redirect URL- <https://platform.dbsync.io/cw/qb/oauth2/callback>

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/iiJJmm8uQuszI0OrbzHn/Unknown%20image)

Similarly, toggle on **Production**, Click on **Add URL**, paste this URL and click **Save**

Redirect URL- <https://platform.dbsync.io/cw/qb/oauth2/callback>

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/m3kyemgmZMj7lie1qYOY/Unknown%20image)

#### 9. Once you have completed all the steps listed above, login to your DBSync platform and go to QuickBooks Connector.

Click on **Disconnect**.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/jXdGUBhd6edWtfo3sZiO/Unknown%20image)

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/rL2FzganYg8w0yivCoZX/Unknown%20image)

Click on **Advanced Properties**. Enter **Client ID** and **Secret** and then click on **Save**.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/zpolEDs1a0MDhpegTzZD/Unknown%20image)

Come to **Quick Setup** and click on **Connect to QuickBooks**.

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/JavwyPhX1A89rpPTDDsG/Unknown%20image)

Then go to **Advanced Properties**, Test Connection and **Save Connection**

![](https://content.gitbook.com/content/v9avy716UiAsS24zOznZ/blobs/U8yd4SgYmrahGLTO2jqF/Unknown%20image)

#### 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](https://calendly.com/support_notifications-mydbsync/30min) to activate your integration.
