QuickBooks Integration Guide
This guide explains how to create a QuickBooks developer account, generate your production API credentials, and connect QuickBooks to Selro.
1. Create a QuickBooks Developer Account
Go to the QuickBooks Developer portal and set up an account
https://developer.intuit.com/app/developer/qbo/docs/developOnce complete, log into your developer account ,a window will appear asking for your address.
Enter your address and click Next.
Close the confirmation window once it appears.
2. Create a Workspace
Select Workspace from the dashboard.
Click the + icon to create a new workspace.
Click Get Started.
Enter your company name.
Select the first checkbox to agree to the terms.
Click Done.
Click Confirm to complete workspace creation.
3. Access Test Credentials (Optional)
QuickBooks provides test credentials that allow you to test the integration before going live.
These credentials can be used to run test integrations before using production credentials.
4. Open Your Application
Once ready to proceed, click Open App.
You will see the application dashboard.
Click Get Production Keys.
5. Complete Production Key Requirements
To access your live API credentials, you must complete the required configuration questions.
For each section, click the dropdown menu.
Fill in the requested information.
Please note: You will also need to verify your email address before continuing.
6. Enter Integration Details
When prompted, enter the following information.
In end-user licence agreement URL please enter: https://www.selro.com/termsofservice
In Privacy Policy URL please enter:
2. In the next window you will need to copy this information from within your Selro account
To gather this information please log into Selro → accounting→ QuickBooks Integration.
Copy the required information from the QuickBooks settings page.
7. Configure Application Settings
In the following setup screens, select the required configuration options.
Continue through each setup step until you reach the IP configuration page.
8. Add Your IP Address
In Selro, open the QuickBooks Connection Page.
Copy the IP address listed there.
Paste this IP address into the QuickBooks developer configuration page.
9. Complete Compliance Requirements
Once configuration is complete:
Scroll to the top of the page.
Click Compliance.
Select Start Questionnaire.
10. Complete the Compliance Questionnaire
Fill out the questionnaire using your company’s information.
You will be asked to provide details such as:
Company information
Business contact details
Application usage information
Security and compliance information
Continue completing each section until all fields are filled as below:
11. Submit the Questionnaire
Click Submit.
Click Confirm when prompted.
12. Retrieve Production API Credentials
Close the current tab.
Return to the previous QuickBooks developer tab.
Click Production Keys.
Select Show Credentials.
Copy the Client ID and Client Secret.
Paste these credentials into the QuickBooks Connection page in Selro.
Next you need to copy the redirect URL within Selro back into your developer portal login.
You can find the redirect URL here:
Within your developer portal, please go to settings and then select the tab redirect URL's you can enter the URL in this field here:
13. Connect Selro to QuickBooks
In Selro, go to the QuickBooks Connection page.
Paste the Client ID and Client Secret.
Click Connect QuickBooks.
This will generate a new authentication token.
14. Test the Connection
Once the connection is established:
Click Test Connection.
If successful, Selro will confirm that the QuickBooks integration is active.
15. Zoom Meeting Assistance
If you require any assistance with the above process or would like to go through this with a member of our support team please select an available time slot from the link below: