Go to https://developer.intuit.com/app/developer/myapps
Click “My Apps” at the top of the page.
Enter a name in the “What’s your app name?” field, then in the “Select a scope” drop-down, choose “Accounting” and click the “Create app” button as shown below.
If you are continuing the procedure from the previous steps, you should be at page titled “Develop your app.” If you are not continuing the procedure from the previous steps, click “My Apps” in the top of the screen, select your App in the Dashboard, and you should be taken to a page titled “Develop your app.”
Click “Keys and OAuth” under “Production” and locate the two keys: “Client ID” and “Client Secret.” Leave this browser open so that you can copy the values from these fields into the appropriate fields in PrintJobManager.
Open a new browser window and log into PrintJobManager.
Go to Settings > Integration Services; locate QuickBooks and click the “Add” button.
Copy the two keys from QuickBooksOnline and enter the “Client ID” value in the “Quick Books Client Id” field and enter the Client Secret value in the “Quick Books Client Secret” field in PrintJobManager.
The “Use Sandbox?” checkbox is used in conjunction with the “Development” keys from QuickBooks Online. If you enter the “Production” keys, make sure that “Use Sandbox” is unchecked.
If you choose “Send on Demand,” then TriggerStatus drop-down will be inactive. Go to “Settings > User Groups > [edit group] > Jobs, and at the bottom of the list you will see “Send to QBO on Demand.”
Copy the PrintJobManager page URL without last parameter (?name=Quick%20Books”). Return to QuickBooksOnline and locate the Redirect URls section of the Keys & OAuth page. Click the “Add URl” button, then paste the URL into the “Redirect URIs” field. Note: There will be two URls listed: the first one is a URl for developers to test the API, and the second is the PrintJobManager URl.
Return to PrintJobManager and copy the “Webhook url.”
Return to QuickBooksOnline and click “Webhooks” under “Production.”
Paste the Webhook url copied earlier and paste it in the “Endpoint URL” field to configure webhook in QuickBooksOnline for payments.
Return to the PrintJobManager Integration Settings page (Settings > Integration Service > QuickBooks) and click the “Connect to QuickBooks” button.
Enter QuickBooksOnline connection credentials and sign in.
Check integration settings “Company Id” and “Refresh token” in PrintJobManager. The two fields should contain values. The integration is ready.
On the Manage Integration Service page in PrintJobManager (Settings > Integration Services > QuickBooks), click the TriggerStatus drop-down and select the setting to either push jobs automatically or click the “Send on Demand” check box to push orders manually from the user interface.
To send order manually, click “Send to QBO”.
The plug-in matches customers by name (case sensitive). Contact information and addresses will be set only once, during company creation. This information will be taken from the person who places the first order in PrintJobManager for this organization.
Click the QuickBooks Online Product drop-down and select the product. If the product is not selected, then the plug-in will use the value from the QuickBooks Online Default Product set in the Integration Settings page. If default product is also empty, then the job will not be sent to QuickBooks Online.
By default, integration overrides tax values in QuickBooks Online.
If webhook enabled, integration will automatically receive and create payments in PrintJobManager based on notifications from QuickBooks Online. Payment provider will be “QuickBooks Online.”
The following details are related to the PrintJobManager-QuickBooks Online integration.
The following PrintJobManager fields data pass to QuickBooks Online:
5. Additional Information
Anyone in an organization can place an order. In situations where companies have more than one person placing orders, QuickBooks Online will always display the name of the person in the organization who first placed the order; the details of any other person placing an order do not display in QuickBooks Online.
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