Quickbooks Online+ App Connector

Intuit Developer Account

You will need to create a QuickBooks developer account using your current QuickBooks account login and email address. This email address must be the one connected to your QuickBooks account.

Visit this link to create your developer account:

https://developer.intuit.com/app/developer/homepage

Once signed in with your developer account, you will be able to see My Apps on the top menu bar. Go to the My Apps tab on the top navigation panel as you can see in below image.

Create New App

Once you have clicked on the My Apps option you will be taken to My Apps Dashboard where you will see the list of all the Apps that you have already created. If it is your first time, or you want to create another App, you will need to create a new app by following below steps:

• Click the + Create an App button

• Once you select Keys and OAuth you will be able to see Client Id and Client Secret. These are the Ids that will be required to do the hand shake with our application which is VIP Invision. Which I will list the process later in this document.

As a developer of this App, you have to redirect customers using your app after they go through authorization flow. Set the Link field under the Redirect URIs section along with the Host Domain, Launch URL and Disconnect URL as mentioned below and click the Save button.

Once you hit save all is done with the Quickbooks App. Now we need to perform the handshake with VIP Invision application.

Authorization Flow with VIP Invision

To get access to data of a QuickBooks company, a QBO user must authorize VIP Invision through an authorization flow. For this you need to login with an Admin account in VIP Invision by visiting https://www.vipinvision.com/

Once logged in, navigate to the Settings API Configuration page. When this interface opens,  click the Quickbooks Setting button on top right corner. Clicking this button will generate a popup.

Click on the Exempt and click "Apply", then copy the Client Id and Client Secret from the Quickbook’s App. Once you hit the Save button, all the information will be saved and the popup will close. Click the Quickbooks Setting. Another popup will generate, only this time a  Connect button will be visible.

On clicking the Connect to QB button this popup will close and another popup will be open where you will provide your Quickbooks credentials.

Once you enter the credentials and hit Sign In button you will be navigated to this interface.

To initiate the authorization flow, QBO users will have to click the Connect button.

Configuration in VIP Invision

Once the connection is established between Quickbooks and VIP Invision. All the Banks, Accounts, Customers, Salesman, Vendors and Product & Services will be imported from Quickbooks to VIP Invision. This way user can map all these items with the Invision’s Companies.

• For mapping the Customers, Banks and Salesman you will have click on Carrier Management in the left navigation menu. Select the Carrier from the List and click on Edit button, scroll down the page and configure following Quickbooks mapping, then hit Save button to save the changes.
• On the left navigation menu, click on Manage Users, select Vendor User from the list and click edit button, scroll down the page and map the vendor from Quickbooks Vendors.
• Now the last part of configuration is to configure the Product & Services with the Field Fee. Configuring the Product & Services and Accounts with Unit of Measure and Flat Fees as you can see in below image.