QuickBooks Online + Shape Software API Integration

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.

When the integration is configured and active, users will be able to:

  1. Send records within Shape to Quickbooks, creating new Quickbooks customers

  2. Import all Quickbooks Customers into your Shape “Accounts” list

  3. Send invoices through Quickbooks within Shape

  4. Send estimates through Quickbooks within Shape

  5. Record payments through Quickbooks within Shape

  6. View & share transaction history including invoices, estimates, and payments in Shape from Quickbooks


How to Connect Quickbooks Online + Shape

Step 1:  Log into Shape and navigate to the Marketing Sources page by clicking “Settings” in the gradient navigation bar and scrolling to find “Marketing Sources” on the left hand sidebar. Or visit this link directly once logged in:  https://secure.setshape.com/marketing-sources

Step 1: Log into Shape and navigate to the Marketing Sources page by clicking “Settings” in the gradient navigation bar and scrolling to find “Marketing Sources” on the left hand sidebar. Or visit this link directly once logged in: https://secure.setshape.com/marketing-sources

Step 2:  Add a new “QuickBooks” source by clicking the blue “Add Source” button in the upper right hand corner of the Marketing Sources page.

Step 2: Add a new “QuickBooks” source by clicking the blue “Add Source” button in the upper right hand corner of the Marketing Sources page.

Step 3:  Enter in the required Channel Type, Lead Source, and Campaign Name fields. 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.”

Step 3: Enter in the required Channel Type, Lead Source, and Campaign Name fields. 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.”

Step 4:  Navigate to the “Integrations” page on the left hand sidebar. Or visit this link directly:  https://secure.setshape.com/integrations

Step 4: Navigate to the “Integrations” page on the left hand sidebar. Or visit this link directly: https://secure.setshape.com/integrations

Step 5:  Navigate to the “QuickBooks Online” Integration and press the blue “Connect” button.

Step 5: Navigate to the “QuickBooks Online” Integration and press the blue “Connect” button.

Step 6:  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:  https://developer.intuit.com  and login using your QuickBooks login.

Step 6: 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: https://developer.intuit.com and login using your QuickBooks login.

Step 7:  Once you are logged into Intuit Developer, navigate to “My Apps” in the navigation bar.

Step 7: Once you are logged into Intuit Developer, navigate to “My Apps” in the navigation bar.

Step 8:  Create a new app by clicking on the blue “+Create an app” button in the upper right hand corner.

Step 8: Create a new app by clicking on the blue “+Create an app” button in the upper right hand corner.

Step 9:  Choose the “QuickBooks Online and Payments” option.

Step 9: Choose the “QuickBooks Online and Payments” option.

Step 10:  Name your app “Shape Software.”

Step 10: Name your app “Shape Software.”

Step 11:  Select “Accounting” as the scope

Step 11: Select “Accounting” as the scope

Step 12:  Once you successfully create the new app, click on “Keys & OAuth” under the “Production” section on the left hand side.

Step 12: Once you successfully create the new app, click on “Keys & OAuth” under the “Production” section on the left hand side.

Step 13:  If you receive this message prior to seeing the Client ID & Client Secret information, make sure that you complete all of the checklist items.

Step 13: If you receive this message prior to seeing the Client ID & Client Secret information, make sure that you complete all of the checklist items.

Step 14:  Here, you will find your Client ID and Client Secret

Step 14: Here, you will find your Client ID and Client Secret

Step 15:  Below the Client ID & Client Secret, replace the Redirect URL with this link:  https://secure-dev.setshape.com/qb/callback

Step 15: Below the Client ID & Client Secret, replace the Redirect URL with this link: https://secure-dev.setshape.com/qb/callback

Step 16:  Go back to the Shape Integrations tab and copy paste the Client ID, Client Secret, and Redirect URL to match QuickBooks. After all of the information has been successfully entered, press “Save.”

Step 16: Go back to the Shape Integrations tab and copy paste the Client ID, Client Secret, and Redirect URL to match QuickBooks. After all of the information has been successfully entered, press “Save.”

Step 17:  Once QuickBooks has been connected, the last step is to go into “Manage Departments” and enable the QuickBooks Transactions tab for the departments and record types you would like the transactions to appear on.

Step 17: Once QuickBooks has been connected, the last step is to go into “Manage Departments” and enable the QuickBooks Transactions tab for the departments and record types you would like the transactions to appear on.

Step 18:  Open up the department and record type that you’d like the QBO Transactions to appear on. 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.

Step 18: Open up the department and record type that you’d like the QBO Transactions to appear on. 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.


Need More Help? Contact us at support@setshape.com