QuickBooks Online

This section highlights key features of the QuickBooks Online integration that you need to be aware of.

Data you can Pull from QuickBooks Online through Railz

Data you can Push to QuickBooks Online through Railz

Setup QuickBooks Online

Before you can access data from users using QuickBooks Online for their accounting, you need to set up a QuickBooks Online integration in the Railz Dashboard™. You'll need to:

  • Register a new application on QuickBooks Online's developer portal.
  • Add your secure keys to Railz.

Register your Application

  1. Visit https://developer.intuit.com/ and sign in or create an account.
  2. When you're logged in, in the top navigation select My Apps.
  3. Select + Create an app.
QuickBooks Online - Dashboard. Click to Expand.QuickBooks Online - Dashboard. Click to Expand.

QuickBooks Online - Dashboard. Click to Expand.

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Quickbooks App Review Process

Starting November 15, 2021, all new apps or apps that are in the development phase will be required to complete the assessment process prior to getting production credentials. For existing apps that already have access to production credentials, Intuit will reach out to you in phases starting in October 2021 for steps on how to complete our refreshed assessment process. Railz will be working with existing customers as more information is provided by Intuit.

More details on the new guidelines are available here: https://developer.intuit.com/app/developer/qbo/docs/go-live/publish-app/platform-requirements.

  1. Select QuickBooks Online and enter your app name.
  2. Under Select a scope, select Accounting, and then select Create App.
QuickBooks Online - Create an App. Click to Expand.QuickBooks Online - Create an App. Click to Expand.

QuickBooks Online - Create an App. Click to Expand.

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Railz production environment connects to Quickbook's production environment only.
For this connection to work, you must use your Production Keys.

  1. In the Keys & OAuth sub-menu of Production find Keys for use in Production.

You'll need these for a later stage in this process.

QuickBooks Online - App Details. Click to Expand.QuickBooks Online - App Details. Click to Expand.

QuickBooks Online - App Details. Click to Expand.

  1. Select Add URI.
  2. Add the URI for the Production environment https://auth.railz.ai/quickbooks/
QuickBooks Online - Redirect URIs. Click to Expand.QuickBooks Online - Redirect URIs. Click to Expand.

QuickBooks Online - Redirect URIs. Click to Expand.

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Production key pre-requisites

Intuit may require you to verify contact details, complete your profile if not completed and provide Term of Service Links before your Production keys are made available.

Add your Secure Keys to Railz

  1. Open the Railz Dashboard™ and log in.
  2. In the left pane, select Integrations > Accounting.
  3. Scroll down to the QuickBooks Online integration and select Manage.
Railz Accounting Integration. Click to Expand.Railz Accounting Integration. Click to Expand.

Railz Accounting Integration. Click to Expand.

  1. Paste in your Client ID and Client Secret, and then select Save changes.
Railz Manage Accounting Integration. Click to Expand.Railz Manage Accounting Integration. Click to Expand.

Railz Manage Accounting Integration. Click to Expand.

  1. Enable your integration. Go back to Integrations > Accounting, and use the toggle to update the QuickBooks Online integration from Disabled to Enabled.

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