Sandbox Company Connection:
Creating an Intuit Developer Account
- Create Your Developer Account
Visit the following URL to sign up:
https://developer.intuit.com/app/developer/homepage
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- Access the Sandbox Environment
To navigate to your sandbox testing QuickBooks instance, After logging in, click on My Hub in the top navigation.In the My Hub section, you will see the Sandbox option. Click on it to access your sandbox testing environment.
- Access the Sandbox Environment
3.In the Sandbox section, click the “Add Sandbox Company” button.
4.Select “QuickBooks Online Plus” and choose “United States” as the country, as our module supports U.S. accounts only.
5.Click the “Create” button to create the company, and it will appear in your list once added.
If a company already exists, you can proceed with it. Otherwise, create a new company based on your country, ensuring it’s set up according to your requirements.
Steps for Sandbox Testing Connection in Odoo:
- Install the QuickBooks Odoo Connector Module
Ensure the QuickBooks Odoo Connector module is installed in your Odoo system.
- Access the QuickBooks Module
Navigate to the QuickBooks module in your Odoo instance.
- Create a New Connection
Click on the New button to set up a new connection.
4.Assign a clear name to the connection.
Now in the url field, copy the following url:
5.For Sandbox: https://sandbox-quickbooks.api.intuit.com/v3/company/
Make sure you do not add any extra spaces in the URL.
6.After creating the app, navigate to the left menu and click Keys & Credentials to view your Client ID and Client Secret.
7.After that, copy Client ID and paste in the Consumer Key in odoo quickbooks module fields and copy Client Secret and paste in Consumer Secret field in odoo quickbooks module.
8.Go back to your Intuit Developer Account. On the left menu, scroll down to Settings, where you’ll find the Redirect URI tab. Click on Add URI button.
9.Add your server url and add “/web/callback” at the end. Please see the following local url example:
10.Click on Save Button.
Copy this newly added url and paste it in the Redirect URI field of the odoo quickbooks connector module.
11.Now click on the OAUTH2 AUTHORIZATION button.
12.After clicking the OAUTH2 AUTHORIZATION button, a link will be automatically generated in the Go to Link field. Click the generated link to proceed.
13.Click Go to Link, and you will be redirected to QuickBooks Online, where you can select your QuickBooks company and the app.
Note: If you’re testing on localhost and encounter an Internal Server Error, ensure that the URL matches your localhost address.
For example:
https://localhost:8070/web/callback (remove the ‘s’ from https).
Also, verify your port number and localhost name.
14.Once you select the Company and App, the Authorized URL and Company ID/Realm ID will be fetched.
15.Now, click on the Test Connection Button.
If everything is set up properly, then it will display a message accordingly.
Production Company Connection:
- Install the QuickBooks Odoo Connector Module
Ensure the QuickBooks Odoo Connector module is installed in your Odoo system.
- Navigate to the QuickBooks Module
Go to the QuickBooks module within your Odoo instance.
- Create a New Connection
Click on the New button to create a new Connection.4.Assign a clear name to the connection.
5.Set the URL
In the URL field, enter the following for Production:
https://quickbooks.api.intuit.com/v3/company/ If You Haven’t Created an App
Follow the instructions provided above to create an app on Intuit Developer. If You Have Created an App
Click on your app to navigate to the Keys & Credentials section under the Production Tab.
6.After creating the app, navigate to the left menu and click Keys & Credentials to view your Client ID and Client Secret.
Once the questionnaire is completed then we get Client Id and Secret ID. After that add the Redirect URI under the Redirect URIs Tab.
7.Now Go to Odoo Put the client ID,Client Secret, Redirect URI.
8.Now click on the OAUTH2 AUTHORIZATION button.
9. It will automatically generate Automatic links in the Go to Link field of the setup.
10. Click on the link, you will be redirected to the same setup page. Where you would be able to see the Company Id & Authorized URL.
11. Then click on the Test Connection button.
If everything is set up properly, then it will display a message accordingly.