Sandbox Connection
Overview
Follow this page to create a QuickBooks Online Sandbox company and connect it to your GoldFinch UAT org.
QuickBooks Developer Site
The QuickBooks Online sandbox can be connected to a GoldFinch sandbox for testing.
Data from the QuickBooks Online sandbox cannot be transferred to a live QuickBooks instance.
Use your QuickBooks Online Username and Password to sign into the developer site. https://www.developer.intuit.com/
Select "Sandbox" under "API Docs & Tools".
Click "Add a sandbox company".
Add QuickBooks Online Sandbox Users
Add any client users who will be using the sandbox.
To do so, click on the sandbox from the Developer site to connect to the sandbox instance.
Open the "Manage users" page from the Settings icon.
Proceed to Add users - it is recommended to grant admin rights for testing purposes.
QuickBooks Online Sandbox Login
https://sandbox.qbo.intuit.com/app/login
Create QuickBooks App
The QuickBooks app is an application that connects QuickBooks Online to GoldFinch.
Click on "My Apps" from the developer site and click "+ Create an app".
Select "QuickBooks Online and Payments".
Name your app and select "Accounting" as the scope.
The app name should be the client company's name. For instance, you may name it GoldFinch UAT.
Click "Create app".
To look for the App that was just created, click Dashboard in the top right corner.
Install the Latest GoldFinch QuickBooks Integration Package
Contact a GoldFinch consultant to install the latest package to the client's Salesforce UAT instance.
Custom Settings - Salesforce Sandbox Instance
After the package is installed, go to Custom Settings under Salesforce Setup.
Click Manage on the Connection custom setting.
Click New to enter new connection data for the first time or Edit the existing Connection. Name the Connection "QuickBooks."
Enter the connection information and Save.
Field | Description |
|---|---|
Name | QuickBooks |
Access Token Endpoint | |
Authorization Code | This is populated by Salesforce after the connection is made. |
Authorization Endpoint | |
Client ID | *See below - copy from the QuickBooks App |
Client Secret | *See below - copy from the QuickBooks App |
Company Name | **See below - copy the Company ID for the sandbox from the QuickBooks Development site. |
Endpoint Base Url | |
Redirect URI | ***See below |
Refresh Token | This is populated by Salesforce after the connection is made. |
Scope | com.intuit.quickbooks.accounting |
*Client ID & Client Secret
Copy the Client ID and Client Secret from the QuickBooks App under the "Development" section in “Keys & OAuth”.
**Company Name
Copy the Company ID from the list of sandbox companies on the developer site.
Find the Sandbox page from the menu that drops down under your login name on the Intuit Developer site.
***Redirect URI
Under Salesforce Setup, go to Company Information to find your Salesforce instance.
Replace "salesforceinstance" with the name of your instance.
https://gfqbo.salesforceinstance.visual.force.com/apex/INT_RedirectURI
Example: https://gfqbo.na124.visual.force.com/apex/INT_RedirectURI
Copy the Redirect URI to both "GoldFinch QuickBooks Custom Settings" and the QuickBooks app.
In the QuickBooks app, Development section, click Add URI, then Save.
Remote Site Settings
Remote Site Settings grant permission for your org to connect to QuickBooks sites.
Under Salesforce Setup, go to Remote Site Settings.
Click New Remote Site to create a new custom setting or Edit the existing ones.
Remote Site Name: QBO
Remote Site Name = QBO
Remote Site URL = https://oauth.platform.intuit.com
Active = True
Remote SiteName: QBO2:
Remote Site Name = QBO2
Remote Site URL = https://sandbox-quickbooks.api.intuit.com
Active = True
Make Connection in GoldFinch
In the GoldFinch QuickBooks Integration app, QuickBooks Connection tab, click Connect to QuickBooks.
Select the company, and click Next. Confirm and Connect.
Close the connection pages when you are finished, return to GoldFinch, and refresh the page.
Verify the connection was successful by checking the Refresh Token and dates.
Configure QuickBooks Online in Sandbox
Login to QuickBooks Online to make these configurations.
Accounts and Settings → Sales → Custom transaction numbers = On
Prevents duplicate sales invoice numbers.
Accounts and Settings → Advanced → Warn if duplicate bill number is used = On
Prevents duplicate bill numbers.
Add the “Memo” column to the Expense Transactions list.
The GoldFinch Purchase Invoice Number is transferred here.
Configure GoldFinch in UAT Instance
Salesforce administrative permissions are required for this step and changes are made from the Object Manager.
Add Buttons
Add the Get QuickBooks Id button and "QuickBooks Id" field to the Payment Term "List View" search layout.
Add the Get Customer QuickBooks Id and "Get Vendor QuickBooks Id" to the Account "List View" search layout.