Production Connection
Overview
Follow this page to connect your QuickBooks Online Production company to your GoldFinch org.
Use the QuickBooks App that was created for the sandbox. See Sandbox Configuration: Create QuickBooks App.
QuickBooks App - Terms of Service and Industry
In the QuickBooks App under the "Production" section, use "https://www.goldfinchcloudsolutions.com " for both Terms of Service links.
Choose the target industries for your app.
Save your changes.
Submit the App Assessment Questionnaire
The application must be approved, or you will not be able to integrate transactions.
Install the Latest GoldFinch QuickBooks Integration Package
Contact a GoldFinch consultant to install the latest package to the client's Salesforce Production instance.
Custom Settings - Salesforce Production Instance
Under Salesforce Setup, go to Custom Settings.
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 under settings from QuickBooks Online. |
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 "Production" section in “Keys & OAuth”.
**Company Name
Log into QuickBooks Online. Settings → Account and settings → copy the Company ID.
Important! Remove any spaces between the numbers.
Example: 1234 5678 1221 2233 → change to 1234567812212233
***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, Production section, click Add URI then Save.
Remote Site Settings
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://quickbooks.api.intuit.com
Active = True
Make Connection in GoldFinch
See Sandbox Configuration: Make Connection in GoldFinch on this page.
Configure QuickBooks Online in Production
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 the Production 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.