QuickBooks Online

Create an Intuit app and configure QuickBooks Online in Zwapgrid.

QuickBooks Online is Intuit's cloud-accounting product. Zwapgrid uses a client-managed Intuit application, so a published System Setting is required before onboarding a QuickBooks Online company.

Item	Details
Client Portal configuration	Required
Test option	Intuit sandbox company
Vendor documentation	QuickBooks Online developer documentation

Create an Intuit app

1. Create or sign in to an Intuit Developer account.

2. In My Hub → App dashboard, create an application for QuickBooks Online.

3. Add the QuickBooks Online Accounting permission and any other permissions your integration requires.

4. Register the redirect URI displayed in the Zwapgrid System Setting.

5. Open Keys and credentials and store the development Client ID and Client Secret securely.

Intuit provides development credentials and sandbox companies for testing. Manage the companies from My Hub → Sandboxes and choose a region that represents your intended customers.

Configure Zwapgrid

1. In the Client Portal, open Systems → QuickBooks Online → Configure.

2. Create a System Setting for the development application.

3. Enter the development Client ID and Client Secret.

4. Confirm that the registered redirect URI matches the value shown by Zwapgrid.

5. Save, review, and publish the setting.

See System Settings for lifecycle and Consent-selection rules.

Test and move to production

1. Create a Development Consent using the published setting.

2. Connect an Intuit sandbox company through the Onboarding Flow.

3. Test company selection and every required API.1 or Proxy.1 operation.

4. Complete Intuit's current go-live requirements.

5. Create a separate System Setting with production credentials.

Do not use Intuit development credentials for production onboarding. Development and production credentials are managed separately.