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.

Integration Capabilities

  • Send records within Shape to Quickbooks, creating new Quickbooks customers
  • Import all Quickbooks Customers into your Shape “Accounts” list
  • Send invoices through Quickbooks within Shape
  • Send estimates through Quickbooks within Shape
  • Record payments through Quickbooks within Shape
  • View & share transaction history including invoices, estimates, and payments in Shape from Quickbooks

How to Connect Quickbooks Online + Shape

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.

Marketing Sources:https://secure.setshape.com/marketing-sources

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 your Client ID, Client Secret, and Redirect URL from Quickbooks Online

  • Once you are logged into Intuit Developer, navigate to “My Apps” in the navigation bar.
  • Create a new app by clicking on the blue “+Create an app” button in the upper right hand corner.
  • Choose the “QuickBooks Online and Payments” option.
  • Name your app “Shape Software.”
  • Select “Accounting” as the scope
  • Once you successfully create the new app, click on “Keys & OAuth” under the “Production” section on the left hand side.
  • If you receive this message prior to seeing the Client ID & Client Secret information, make sure that you complete all of the checklist items.
  • Here, you will find your Client ID and Client Secret
  • Below the Client ID & Client Secret, replace the Redirect URL with this link: https://secure-dev.setshape.com/qb/callback
  • 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.”

Enable the Quickbooks Online Transactions Tab in Shape

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.

Manage Departments: 

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

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