QuickBooks Payments

What You Need to Integrate QuickBooks Payments

A QuickBooks Payments Account

You need a QuickBooks Payments account fully set up before you start the integration process. If you haven't done so yet, visit their website to open and set up your QuickBooks Payments account.

A QuickBooks Developer Acccount

You also need a QuickBooks Developer Account to gather the necessary API details for the integration. It's a quick and easy process.

1. Go to accounts.intuit.com

2. Log in using the email and password you use to access your QuickBooks Payments account.

3. Complete the form.

You now have a Quickbooks developer account.

Integrating QuickBooks Payments

The QuickBooks Payments integration is a two-step process.

Step 1. Getting Your QuickBooks API Credentials

The first step of the integration process is creating an app in QuickBooks. This app lets you collect the necessary API details that Nexudus will use to communicate with your QuickBooks Payments accounts.

1. Go to developer.intuit.com/app/developer/myapps.

2. Log in using the email and password you use to access your QuickBooks Payments account.

3. Click Create an app.

4. Select QuickBooks Online and Payments.

5. Name your app.

6. Tick the com.intuit.quickbooks.payment ( US only ) checkbox.

7. Click Create app.

Now that the app is created you need to set it up in just a few steps.

1. Click on Production Settings.

2. Add your Members Portal URL in all the URL fields of the Terms of service links and App URLs sections.

3. Select at least one option in the Categorize your app section.

4. Add United States to the Where is your app hosted? section.

5. Tick None of the above in the Tell us about regulated industries that use your app section.

6. Click Save at the bottom of the page.

Once you've defined the basic details of your app, you need to submit a questionnaire.

1. Click on Keys & credentials in the Production Settings menu.

2. Click on Go to the app assessment questionnaire.

3. Click on Start questionnaire.

4. Fill out the General question form basd on your business situation and click Next tab.

5. Tick the You were asked to create this app in order to get credentials/keys to be used on another platform that integrates with QuickBooks option.

6. Add help.nexudus.com/docs/quickbooks-payments to the link field.

7. Select Yes to the question Have you added some form of Re-CAPTCHA to your site or app to prevent fraudulent transactions?.

8. Click Submit.

Now that you have your app, you can generate the relevant API details.

1. Go to developer.intuit.com/app/developer/playground

2. Select the Production version of your app.

3. Copy your Client ID and Client Secret and save them somewhere safe.

4. Tick the com.intuit.quickbooks.payment option in the Scopes section.

5. Click Get authorization code.

6. Click Connect.

7. Click Get tokens.

8. Scroll down to the Refresh access token section.

9. Copy your Refresh token and Access token and save them somewhere.

You should now have the following API details:

• You Client ID and Client secret
• Your Access token and Refresh token

Step 2. Enabling the Integration

The second and last step of the integration is simply enabling the integration on the Admin Panel.

1. Log in to dashboard.nexudus.com if you aren't already.

2. Click Settings > Payments and currency > Payment methods.

3. Click on QuickBooks.

4. Select your Location.

5. Add a Payment gateway name.

6. Fill out the Transaction fee section if you want to apply a transaction fee to the customer.

7. Add the Access Token you saved from Step 1.

8. Add the Client details you saved from Step 1.

9. Add the Client Secret you saved from Step 1.

10. Add the Refresh Token you saved from Step 1.

All set! QuickBooks Payments is now a payment method available to customers. We strongly recommend you test the payment flow with a dummy customer to make sure the payment method works as expected.