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      How to integrate with QuickBooks Online

      Channel Program offers a seamless integration with QuickBooks Online to synchronize customer company data efficiently. Follow the steps below to complete the integration.

      • Review data sync options
      • Configuring QuickBooks App
      • Installing integration in Channel Program

      Review available data sync options

      The integration supports a one-way data sync from QuickBooks Online to Channel Program. Review the data sync settings below to ensure they meet your needs.

      Sync Type

      Sync Active Customers

      Sync Conditions
      • Customer has a Company Name

      Data Synced
      • Company name
      • Street address (if available on the record)
      • Email addresses (if available on the record)
      • Phone numbers (if available on the record)
      • Websites (if available on the record)

      Triggering a Sync

      Syncs are triggered by:

      • Creating a new company record
      • Editing a record that updates any synced detail

      Configure QuickBooks App

      To enable the integration, begin by creating an app in QuickBooks Online. Note: These instructions apply to a production environment, not a sandbox.

      1. Sign in to QuickBooks Online as an administrator.
      2. Go to Apps or Apps Dashboard in the left navigation panel.
      3. Click Create an App.
      4. If prompted, select Get Started.
      5. Enter Channel Program as the app name.
      6. Click Next, select Accounting, and then click Done.
      7. Click Confirm to finalize the app setup.

      Retrieve Client ID and Client Secret

      1. Toggle Show Credentials.
      2. Copy the Client ID and Client Secret and store them securely.

      Installing integration in Channel Program

      With your QuickBooks App credentials ready, follow these steps to install the integration in Channel Program.

      Important:

      • If you are already signed in to QuickBooks in the same browser but plan to use a different user for the integration, log out of QuickBooks Online before starting.
      • Pop-up Blocker Warning: Ensure that pop-up blockers are disabled in your browser for this process.
      1. Sign into Channel Program as a company administrator.
      2. From the side navigation click Integrations.
      3. Locate the QuickBooks integration card and click View.
      4. Click Install for your preferred data sync to begin installation.
      5. In the installation screen, enter:
        1. Client ID: Paste the Client ID you saved earlier.
        2. Client Secret: Paste the Client Secret you saved earlier.
        3. Environment: Set is Production.
      6. Click Sign In.
        QuickBooks_1
      7. In the pop-up window, enter your QuickBooks credentials and click Sign In.
        QuickBooks_2

      Congratulations! The integration is now installed, and data syncing will begin shortly. To verify the sync, navigate to Manage Clients under NaviStack.

      For ongoing management of your integration, refer to How to manage integrations.