# QuickBooks Online Plugin

This article will walk you through setting up the QuickBooks Online plugin.

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### Migrate to OAuth 2.0 <a href="#migrate-to-oauth-2.0" id="migrate-to-oauth-2.0"></a>

{% hint style="danger" %}
**As of December 17th 2019, All existing Quickbook Users need to Migrate to OAuth 2.0. Below are the steps needed to take to Migrate to OAuth 2.0**
{% endhint %}

* [Log into your intuit developer account](https://developer.intuit.com/app/developer/homepage) and click **My Apps**

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2FWUfEPIcp6aJW7zILe0ii%2Fimage.png?alt=media&#x26;token=4c012568-0516-4aa1-a76a-3bc480517ba1" alt=""><figcaption></figcaption></figure>

* Click on your existing app or create a new app if you do not have one listed

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2FJdGl4g8qiuhpWzDfyzym%2Fimage.png?alt=media&#x26;token=b696d0cf-3585-4dd1-bdd5-9bd630128d30" alt=""><figcaption></figcaption></figure>

* Navigate to the **Production** section and click on **Keys & OAuth** This will expose your **Client ID** and **Client Secret**
* Note that before displaying Keys, Quick Books may require an app assessment to be completed. Fill this out to the best of your ability.

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2Fsj3Ia7mYIZjJH1PJDx8B%2Fimage.png?alt=media&#x26;token=6f58a66a-57df-4db8-9987-182008baecee" alt=""><figcaption></figcaption></figure>

* In the same **Production** Section, Please scroll down to **Redirect URIs** and click **Add URI**. Enter **<https://api.konnektive.com/oauth/quickbook/>**

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2FOBf8HboKeLBHdMZUFP1b%2Fimage.png?alt=media&#x26;token=24e3a5ee-b064-4100-91b4-3b6274b58aa5" alt=""><figcaption></figcaption></figure>

### Add OBO keys into CRM plugin <a href="#add-obo-keys-into-crm-plugin" id="add-obo-keys-into-crm-plugin"></a>

Now that you have obtained your Production Keys we can now input them into the CRM Plugin.

Navigate to **Admin** → **Plugins** → **Accounting**. Select **Quickbooks** and hit the Green **+ button** to add an instance of the plugin.

![](https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2F65qQ4ZGAMrKt8S8MLYiZ%2Fimage.png?alt=media\&token=2b29de9b-e411-4dd1-bec1-98be3d85d799)&#x20;

* Enter the **ClientID** and **ClientSecret**

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2FmdzQioM2STXzBuTLxjXz%2Fimage.png?alt=media&#x26;token=3647490a-b251-4449-9c7c-978dfcb0a0f5" alt=""><figcaption></figcaption></figure>

* In the QuickBooks Advanced Setup screen, confirm the **ClientId** and **ClientSecret** are entered then click the link to authorize Konnektive to access your app.

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2FOQWf31Bb09OPMi9ZEXQC%2Fimage.png?alt=media&#x26;token=6ff6f74d-7802-4832-833d-2536756a32c8" alt=""><figcaption></figcaption></figure>

* When the CRM has been Authorized to access your app you’ll notice that the **RefreshToken** field is populated and the **“Refresh token is required”** warning (from the previous screenshot) disappears.

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2FfzNhcK2XAn0hY1ciHEaa%2Fimage.png?alt=media&#x26;token=028e9ddc-d4fe-4b62-9778-a5000cdb5d56" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**The lifetime of the refresh token is 100 days. You will need to re-authorize the CRM connection using the link in the Plugin setup.**

ERROR: Please refresh the page. If this issue persist please reauthorize the CRM for accessing your QuickBooks account. ERROR DETAILS: Refresh OAuth 2 Access token with Refresh Token failed. Body: \[{"error\_description":"Token invalid","error":"invalid\_grant"}].
{% endhint %}

Now that the **ClientID, ClientSecret**, and **RefreshToken** fields are populated, feel free to configure the plugin to fit your use case.

**DefaultTaxCode** is required.

### Apply Gateway Routings <a href="#apply-gateway-routings" id="apply-gateway-routings"></a>

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2FfJq5fmDwXDGaFU7vE4PS%2Fimage.png?alt=media&#x26;token=98e1acea-5e58-432c-a2a1-5889f84d782e" alt=""><figcaption></figcaption></figure>

### Apply Product Routings <a href="#apply-product-routings" id="apply-product-routings"></a>

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2FTyytbEfSPYiVPyRmMYNu%2Fimage.png?alt=media&#x26;token=48dd1273-41e5-4782-a466-84908d6b09ac" alt=""><figcaption></figcaption></figure>

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