With the Quickbooks Online–Shape integration, systems using Quickbooks for estimating, invoicing, and recording payments in combination with Shape to manage their lead & customer database can now seamlessly access Quickbook’s secure payment management system directly within Shape. This integration means that important payment functions and history now lives in a single location.
Get here by clicking on “Settings” in the gradient navigation bar and navigating to “Sales & Marketing Automation” on the left hand sidebar, or clicking the link below.
Add a new “QuickBooks” source by clicking the green “Add Source” button at the top of the Marketing Sources page.
The Channel Type, depending on your marketing team should be “Integrations.” The Lead Source should be “QuickBooks” and the campaign name must be “QBO.” Description and the remaining fields are optional. Next press “Save & Continue.”
Navigate to the “Integrations” page on the left hand sidebar. Or visit this link directly:https://secure.setshape.com/integrations
You will then be prompted to add in the Client ID, Client Secret, and Redirect URL. At this time, open a new browser tab and go to Intuit developers, or visit this link directly and login using your QuickBooks login: https://developer.intuit.com
Note: This integration requires the Client ID, Client Secret, and Redirect URL from Quickbooks Online. See the section below for directions on where to find these.
Get here by clicking on “Settings” in the gradient navigation bar and navigating to “Users & Permissions” on the left hand sidebar, or clicking the link below.
Find “Quickbooks Transactions” in the list of options and click the restore icon on the right hand side. Then, using the drag and drop icon on the left of the title of the tab, drag this tab to the order in which you’d like it to appear in the record’s profile.
Keywords: quickbooks, API, integration, intuit, OAuth