Platform Guides

QuickBooks Online guide

Integration Setup

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 Fill in the app name and be sure to check the accounting scope. Create a QBO App QBO App Info

Update Redirect URI

  1. In the test app, you need to add 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). QBO Redirect URI

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: QBO 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. QBO Creds

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. Rutter Dashboard
  2. Copy the shareable URL below QBO Link URL
  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. Intuit Login

On Completion

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