This article is aimed at Merge customers rather than end users. If you are looking for our guide on how to link your QuickBooks Online account to our client's system, you can find it here!
Overview
Following this guide is not required for your end users to link their QuickBooks Online account. However, by setting up partner credentials, you can access the analytics functionality Intuit offers to app developers and also unlock the ability to connect to QuickBooks Online sandbox accounts.
Instructions
Step 1: QuickBooks Online setup
Follow the latest instructions provided by Intuit to register a developer account and app. In the process you will have to select the scopes required by the app. Merge uses the
com.intuit.quickbooks.accountingscope only.After registering your app, make note of the Client ID and Client secret values provided by Intuit.
Step 2: Merge setup
Within your Merge dashboard, open the Integrations > Accounting page. Extend the QuickBooks Online section and click on Edit:
Click on My credentials, then enter the credentials from step 2 above in the OAuth Client Id and OAuth Client Secret fields.
Enter
https://app.merge.dev/oauth/callbackas the OAuth Redirect Uri.At this stage you will also be able to provide a Verifier Token in order to receive and verify QuickBooks Online webhooks. Follow our separate guide for detailed instructions on how to retrieve this value if needed.
Click Save once done.
Step 3: Allow users to link sandbox accounts (optional)
Reach out to [email protected] to enable the sandbox option for your end users. Once this has been done they will see a new option in Merge Link allowing them to connect to QuickBooks Online sandbox companies:
Notes
QuickBooks Online does not allow you to connect to production companies while you have development credentials in place. You can always switch back to Merge credentials by simply selecting Merge in step 2 above to connect to production companies again:
