Integrating Classe365 with QuickBooks Online allows you to share your invoicing data with your accounting platform. Every time an invoice is generated in Classe365, the information is automatically synced with QuickBooks. To sync your Classe365 account with QuickBooks Online, please follow the steps below.
STEP-1: Login to QuickBooks Developer Account
Login to https://developer.intuit.com
Login with your Quickbooks account. If you don't have a QuickBooks account you will need to create one.
During your first login, you'll be asked to agree to the Intuit Developer terms and conditions. Agree to the terms of the service and click on Make me an Intuit Developer.
STEP-2: Create an App
Go to Dashboard > Create an App
There select QuickBooks Online & Payments
STEP-3: Configure App and Scope
- App Name
- Enable Scopes - Accounting and Payments (US)
Note: Payments is only supported to US regions.
STEP-4: Obtain Production Keys
We need to obtain the "Production Keys" not the "Development Keys", before that we need to complete the following steps.
- Verify your email address
- Checkmark Complete your account profile
- Identify target industries for this app in Production settings
If you haven't setup these steps, just click on the links provided it should redirect you to the page where you can configure it. For now, let's focus these two.
For Terms & Conditions - use this link - "https://www.classe365.com/terms-and-conditions/".
STEP-5: Copy Redirect URL from Classe365's App Setting.
Login to your Classe365's account and go to Organization Settings > Apps > QuickBooks
Here we need to copy the Redirect URL and insert this into QuickBooks developer account to obtain the credentials.
STEP-6: Obtain Credentials
Go to your QuickBooks developer account's Dashboard > Select App (create in the 2nd step) > Production > Keys & OAuth
Save the configuration.
Copy the credentials - Client ID and Client Secret, we'll be using this in Classe365's app setting.
STEP-7: Paste the Credentials in Classe365's App Settings
Login to your Classe365's account, and go to Organization Settings > Apps > QuickBooks >
Paste the Credentials and Save, the integration is now successful, and we need to Generate Access Token.
Generating Access Token
Click on the Generate Access Token Button in QuickBooks App Setting.
There the QuickBooks will ask for the Company.
You can create your company by providing your organization name.
After setting it up, click on Connect.
Now, the QuickBooks will load the application that you've created in your QuickBooks account, proceed to "Connect".
After successful app connection the access token will be generated, and you're good to use the integration.
Syncing Classe365's Invoices with QuickBooks Account
To sync invoices generated from Classe365's "Fee & Invoicing" module with QuickBooks account follow the below steps.
Step-1: Create Fee Category
Go to Modules > Manage Fee & Invoices > Add Fee Category
Here enable Link With QuickBooks
Select QuickBook account from drop-down list to fetch the accounts created in your QuickBooks.
Now, the invoices you add to this category will be synced to your QuickBooks account.
NOTE: Only the invoices created after enabling quickbooks integration will be available in Quickbooks.
Classe365 will also sync any unpaid invoices.
When the payment from Classe365 is updated
Please ensure Due-Date field is entered in Classe365 for QuickBooks integration to work. QuickBook API has a mandatory requirement to pass Due-Date information and if Due-Date is empty in Classe365 then the Sync will fail. Though this is not required for customers just using Classe365 Fee & Invoicing module, it is required for customer wanting sync Classe365 invoices into QuickBook.
Then the invoice in QuickBooks also updates payment
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