iPoint synchronizes information to QuickBooks for financial reporting and accounts payable. If you utilize the online version of QuickBooks, you setup the connection to your QuickBooks Online file here in Integrations.
You will notice two tabs on this tab.
- OAuth 1.0a – this is a legacy connection to QuickBooks that is being depreciated on December 17, 2019. If you are still using OAuth 1.0a, you will need to move to OAuth 2 immediately.
- OAuth 2 – this is the tab you want to use to connect to QuickBooks Online.
- Log in to your QuickBooks Online account first. This enables iPoint to Intuit QuickBooks to make the initial handshake necessary to get your credentials.
- Back in iPoint, click the QB Connect button.
- iPoint will open an authorization window where Intuit will confirm that you do indeed want to authorize this connection.
- Click the Connect button to allow iPoint and QuickBooks to connect.
- Back on the iPoint QuickBooks Online integration tab, you will see several fields automatically populate with your QuickBooks credentials
- QBO Enabled – this tells iPoint you are using QuickBooks Online and not QuickBooks Desktop.
- QB Realm ID – this is your unique QuickBooks company identification number.
- QBO2 Access Token and QBO2 Refresh Token – these are the unique license keys that QuickBooks grants to iPoint so that the two applications can communicate.
- QBO2 Last Refreshed – the date here lets you know the last time the QuickBooks Online authentication was completed.
- Once these numbers have been entered by QBO, you are able to sync transactions and data to and from QuickBooks.
Some companies use a test “sandbox” QuickBooks account to test functionality. This is not necessary, but in the event you do have sandbox account, you will first need to check the Sandbox/Demo checkbox to ensure iPoint is not syncing to your live QuickBooks Online file.
Integration Disclaimer: QuickBooks is a third party application that is completely unrelated to iPoint, LLC and we have no control over their code. From time to time, Intuit may choose to modify their API code, which is outside iPoint’s control. We make every effort to maintain accurate connections to external, third-party applications. But in the event you have a problem, please let us know so we can work with Intuit to rectify the situation.