Software Setup

To acquire your own QuickBooks Online instance, we suggest creating an Intuit Developer account and creating a sandbox instance.

Realistic data is provided by the new sandbox instance, which comes with many sample transactions.

Rutter does not provide a QuickBooks Online instance.

Developer Account Setup

Create a QuickBooks Online app and configure it so that you can process accounting data through Rutter.

Create a QuickBooks Online App

1. Navigate to your QuickBooks Dashboard and click on “Create an app” on the top right https://developer.intuit.com/app/developer/dashboard. Fill in the app name and be sure to check the accounting scope.

Update Redirect URI

1. In the test app, you need to add https://production.rutterapi.com/quickbooks/proxy/redirect-url as a redirect URI
2. You can do this by clicking on Keys & Credentials. Add the redirect URI under Development Settings (if you’re testing with a sandbox company) or Production Settings (if real company).

Share your production client_id and client_secret with Rutter

1. First, get the client_id and client_secret from QBO. To do this:
   • Navigate to Keys & credentials under ‘Production Settings’ in the QuickBooks dashboard app’s settings:
2. Then, share these two values to Rutter by entering them in the Dashboard:
   • Login to the Rutter Dashboard
   • Make sure you’re in Production Mode. Navigate to Platforms, select the Accounting menu, and click on QuickBooks.
   • Copy the client_id and client_secret into the text boxes and click Save.

Log in to the Dashboard and Open up the Auth flow

1. On the Rutter Dashboard, navigate to Connections on the sidebar. Click Create New Connection on the top right.
2. Copy the shareable URL below
3. The url will open up the auth flow where you can select QuickBooks
4. The merchant connects to QuickBooks by signing into their QuickBooks account to authenticate.

On Completion

• You should see the following screen, indicating a successful connection:

Reference

FAQ

Does QuickBooks Online have Departments as a tracking category?

No, QuickBooks does not have Departments and you should use Locations instead.

Naming Conventions

Accounting platforms can refer to Rutter objects by different names internally.

Bills

Bills are represented in QuickBooks as Bills.

Vendors

Vendors are represented in QuickBooks as Vendors.

Bill Credit Memos

Bill Credit Memos are represented in QuickBooks as Vendor Credits.

Expenses

Expenses are represented in QuickBooks as Purchases.