TaskGate.io enables a one-way sync of invoices and their payments to your Quickbooks Account. Please note that the interface layout of the screenshots has changed but the steps are the same.
This means when you create an invoice or record a payment for the invoice, an Invoice or its Payment will be made on the Quickbooks account too.
Step 1: Create an app on the Intuit Developer Portal
The apps you create on our developer portal generate unique credentials and info you’ll need during development.
Sign in to your developer account.
Select the Dashboard tab on the toolbar.
Go to the Apps tab.
Select + Create an app.
Follow the on-screen steps.
To integrate Quickbooks with TaskGate you will need a Client ID and Client Secret Keys.
Step 2: Get your app’s credentials
Sign in to your developer account.
Select the Dashboard link on the toolbar.
Select and open an app.
If you’re connecting a sandbox company, go to the Development section. Then select Keys & OAuth.
If you’re setting up a production app, go to the Production section. Then select Keys & OAuth.
Copy the Client ID and Client Secret.
Step 3: Enter Redirect URIs in Quickbooks App Settings
Go to Settings -> Finance Settings -> Quickbooks Tab
Copy the Quickbooks Redirect URL
Paste the Redirect URL in Quickbooks Keys page
Step 4: Enter credentials in TaskGate.io application account
Go to Settings -> Finance Settings -> Quickbooks Tab
Select the environment and paste the Client ID and Client Secret
Click Save button
Step 5: Connect Quickbooks Account
Go to Settings -> Finance Settings-> Quickbooks Tab
Click on the Connect Quickbooks Account button
That's It !! Quickbooks Integration is complete.
Also, turn ON multicurrency in QuickBooks settings. (optional and if applicable)
