Setting Up QuickBooks OAuth App

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Prerequisites

• Intuit Developer account (free to sign up)
• Access to Intuit Developer Platform

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Step 1: Create Intuit Developer Account & Workspace

1. Visit https://developer.intuit.com and sign in with your Intuit credentials

2. Click “Create a workspace” to set up your development environment

3. Fill out the workspace creation form with three steps:
   • Step 1 - Basic Information: Enter workspace name and description
   • Step 2 - Company Information: Provide your company details
   • Step 3 - Contact Information: Add your contact information

4. Click “Create workspace” to complete the setup

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Step 2: Create QuickBooks OAuth Application

1. After workspace creation, click “Create an app” to start building your QuickBooks integration

2. In the app creation dialog, select app type and configure basic information:
   • Choose “QuickBooks Online” as your app type
   • Enter your app name (avoid using “Intuit” or “QuickBooks” in the name)
   • Provide app description

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Step 3: Configure OAuth Permissions

1. In the permissions configuration step, select the required QuickBooks scopes:
   • com.intuit.quickbooks.accounting - For accessing accounting data (customers, invoices, items, etc.)
   • com.intuit.quickbooks.payment - For payment processing capabilities

2. Review and confirm the permissions by clicking “Confirm”

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Step 4: Access Your OAuth Credentials

1. Once your app is created, you’ll see the success page with your development credentials

2. Navigate to “Keys and credentials” in the left sidebar to view your OAuth credentials:
   • Client ID: Your OAuth application identifier
   • Client Secret: Your OAuth application secret (keep this secure)

3. Configure your redirect URIs:
   • For Klavis integration: https://api.klavis.ai/oauth/quickbooks/callback
   • For local development: http://localhost:3000/oauth/quickbooks/callback

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(Local Testing) Step 5: Testing Your Integration

1. Open the Intuit API Playground: https://developer.intuit.com/app/developer/playground
2. Select your app and environment (Development)
3. Click “Get Access Token” to authorize and retrieve the token
4. Copy both the Access Token and the Realm ID for testing API calls

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(Optional) Step 6: White Labeling

If you want to use your own QuickBooks OAuth application with custom branding:

1. Configure White Labeling: Go to https://www.klavis.ai/home/white-label
2. Add Your Credentials: Enter your QuickBooks Client ID and Client Secret from Step 4
3. Set Redirect URI: Use https://api.klavis.ai/oauth/quickbooks/callback or your custom callback URL
4. Initiate OAuth: Use your client ID when starting the OAuth flow:
   without SDK

   TypeScript SDK

   Python SDK

   Copy

   Ask AI

   // Example: Initiating QuickBooks OAuth with white-label
   const authUrl = `https://api.klavis.ai/oauth/quickbooks/authorize?instance_id=${instanceId}&client_id=${yourClientId}`;
   window.location.href = authUrl;
   

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Resources

• QuickBooks Online API Documentation
• QuickBooks OAuth 2.0 Guide
• Intuit Developer Platform
• QuickBooks API Explorer
• Klavis OAuth & White Labeling Guide
• Klavis White Label Dashboard