7 West Staging

QuickBooks Integration

Connect to QuickBooks Online to create invoices from accepted proposals and completed agreements.

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Setup Instructions
  1. Go to developer.intuit.com → My Apps
  2. Open your app → Keys & OAuth tab
  3. Under Redirect URIs, add this exact URL:
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  4. Click Connect to QuickBooks above and authorize
  5. Once connected, open any project and use the QuickBooks Invoice panel to create an invoice

Sandbox vs Production: Intuit uses the same OAuth URL (appcenter.intuit.com/connect/oauth2) for both environments. Which companies appear during authorization is determined by your Intuit app's status — not this toggle.

  • If your Intuit app is in Development mode → only sandbox companies appear (expected "no sandbox companies" error if you don't have one set up)
  • If your Intuit app is Published/Production → real companies appear

To connect a real company: go to Intuit Developer → your app → Production tab → get Production credentials, then update QB_CLIENT_ID and QB_CLIENT_SECRET secrets.

Note: QuickBooks invoices use line item type "Services" (ItemRef 1). Ensure your QB account has a "Services" item. You can create one in QB under Products & Services.