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Creating QuickBooks Integration Credentials
This topic explains how to create Integration Credentials which you can then use to connect your native QuickBooks Integration Configurations with your QuickBooks system. See Configuring QuickBooks Integrations.
Tip: QuickBooks or QuickBooks (Sandbox Mode)? The steps to create a Credential for authenticating an integration with your QuickBooks Sandbox environment are the same, except you'll need to select QuickBooks (Sandbox Mode) as the destination.
To create QuickBooks integration Credentials:
1. Select Integrations>Credentials. The Credentials page opens and any existing Credentials are listed.
2. Select Create Integration Credential. The Create page opens at Stage 1: Name the credential.
3. Enter a name in the Name credential panel.
4. Select Next. The page adjusts to show Stage 1 as checked-off and completed and shifts focus to Stage 2: Select entity type.
5. On the Entity Type Settings panel, use the drop-down to select the type of entity:
For example, if the native Integration Configuration you've set up is for sending Bills to QuickBooks and you want to use this Credential to authenticate the integration, select Bill.
Note: Currently, only Bill is available for selection.
6. Select Next. The page adjusts to show Stage 2 as checked-off and completed and shifts focus to Stage 3: Select destination.
7. On the Destination Settings panel, use the drop-down to select QuickBooks.
Tip: QuickBooks Sandbox Environment? Alternatively, select QuickBooks (Sandbox Mode) if you want to use the Credential to authenticate with your QuickBooks Sandbox environment.
8. Select Next. The page adjusts to show Stage 3 as checked-off and completed and shifts focus to Stage 4: Authenticate.
An information panel shows advising that you'll need to provide authentication details on the QuickBooks website.
9. Select Go to QuickBooks. You are taken to a Sign in page where you can use your Intuit account credentials to sign in to QuickBooks and approve access for m3ter.
10. Use your browser back button to return to the integration details page.
11. Select Create Credential. You are returned to the Credentials page where the new QuickBooks Credential is listed:
The Credential is now available for connecting your Integration Configuration with QuickBooks. See Configuring Chargebee Integrations>Setting Up Authentication for the Integration.
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