Quickbooks Integration Configuration Process

Quickbooks Integration Configuration Process

Follow this one time process to create a custom app that points Tracker Pro to your QuickBooks Cloud Accounts allowing regular daily/weekly Tracker Pro and Quickbooks Integration uploads and downloads.

STEP 1 - Login to Quickbooks
STEP 2 - Open another browser tab and navigate to https://developer.intuit.com/app/developer/homepage
  1. Tick the box and click Create Account

STEP 3  - Click Sign In Button
STEP 4 - Click +Create an app


STEP 5 - Select QuickBooks Online and Payments



STEP 6 - Enter Trackerpro as app name and select Accounting as Scope then click on Create App



STEP 7 - Click Production on the left side Menu


STEP 8 - Copy this link and paste into the above screen Terms of Service Links : https://www.stealthsys.co.uk/clients/Home/TermsOfUse
STEP 9 - Copy this link and paste into the above screen Privacy Policy URL : https://www.stealthsys.co.uk/clients/Home/Privacy_Policy

STEP 10 - Select None of the above for Industries

STEP 11 - Click the Countries drop down where ALL is selected then deselect each country in turn until only United Kingdom remains


STEP 12 - Confirm that the Scope dropdown is Accounting then click on SAVE


STEP 13 - Click on Keys and OAuth on the left side menu


STEP 14 - Click on  Verify Your email address
Check incoming emails and verify your email address following the instructions in the email message. If you have difficulties verifying your email by clicking on the Verify Email link , copy and paste the value of the link directly into a browser window.


STEP 15 - Click on complete your account profile


STEP 16 - Click on Resend Verification Email
Check incoming emails and verify your email address following the instructions on the email message. If you have difficulties verifying your email by clicking on the Verify Email link , copy and paste the link value directly into a browser window.

STEP 17 - Fill in your account details
-Remember to set UK as country and to omit leading 0 in telephone number.

STEP 18 - Scroll down , tick the QuickBooks Online tickbox then click Save.


STEP 19 - Click on the Dashboard link


STEP 20 - Click on the link for your newly created App - Trackerpro



STEP 21a - Click on Keys and OAuth on the Left Had side Menu
  1. Copy the ClientID from the Quickbooks Webpage Settings and paste into your TrackerPro Quickbooks Configuration (ClientID field)
  2. Copy the Client Secret from the Quickbooks Webpage Settings and paste into your TrackerPro Quickbooks Configuration (Client Secret  field)
  3. Copy the Redirect URL from the Tracker Pro Quickbooks (Edit Configuration) page (Redirect Url field) and paste into your  Quickbooks Web Page into the link field within the first row of Redirect URls section,  overtyping/overpasting the existing value.
QUICKBOOKS KEYS AND OATH SCREEN

STEP 21b - Open the Quickbooks Integration menu in the Tracker Pro Admin Web Application https://yourco.trackerpro.co.uk/Admin/Login


 


STEP 22 - Having completed the Redirect URL Link in Quickbooks Webpage now press Save


STEP23 - Having completed the Client Id and Client Secret in the TrackerPro Quick Books Configuration screen now press Save Configuration


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CONFIGURATION OF THE QUICKBOOKS LINK IS NOW COMPLETED - (NORMAL DAILY/WEEKLY UPLOAD PROCESSES FOLLOW)
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STEP24 - Click on Connect To QuickBooks




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