Quickbooks Integration in Dash SaaS

1. Setting Up the QuickBooks Add-On

To start using the QuickBooks Add-On, you need to configure it through the system settings:

• Go to the Company login page.
• Scroll down to the Settings section.
• Click on System Settings.
• Scroll through the available add-ons until you find QuickBooks Add-On.
• Click on QuickBooks Add-On to open the configuration panel.

In the configuration form, you’ll need to complete the following steps:

• Select QuickBooks Mode: Choose between
• Sandbox – For testing and trial purposes.
• Live – For using QuickBooks with real data
• Enable Integration: Use the toggle button to activate or deactivate the QuickBooks integration.
• Generate Access Token: Click the “Generate Token” button to create the required token for authorization.
• Enter Required Credentials:
  • Webhook Link: Provided by your QuickBooks account.
  • Client ID – Found in your QuickBooks developer portal.
  • Client Secret Key – Also available in your QuickBooks developer account.
  • Company ID – This ID is linked to your QuickBooks company profile.

Once all fields are filled in correctly, click Save to complete the setup.

• To generate the API Credentials you can follow this link: https://quickbooks.intuit.com/au/learn-and-support/user-guide/
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2. Connecting to QuickBooks

After the configuration is complete:

• Open the QuickBooks dashboard.
• Log in with your QuickBooks account credentials.
• Once logged in, the system will be connected, and data can be shared between both platforms.

3. Syncing Invoices from the System to QuickBooks

Once integration is successful:

• Every time you create an invoice in your system, it will automatically be pushed to your QuickBooks dashboard.
• This ensures that all financial records are centrally available in QuickBooks for accounting and tax purposes.
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