QuickBooks Online (QBO) Setup in XTRF

Follow the below instructions to connect your QuickBooks Online instance with XTRF:

  1. Make sure you are running XTRF 8.5.6 or later.
  2. Go to https://developer.intuit.com/app/developer/myapps
  3. Create a new app or select your existing one.
  4. If you are asked about the scope, select both available options and move forward.
  5. Go to List on App Store.
  6. Copy Client ID and Client Secret to QBO configuration in XTRF.
  7. Save the settings.
  8. Add Redirect URI as https://your.XTRF.address.here/xtrf/seam/resource/qboauth/acceptToken
  9. Go to XTRF Configuration (you must be in edit mode) and click Connect to QB in QuickBooks Online configuration.
  10. After authorization process is completed in QuickBooks, close the popup window and click SAVE.
  11. Click on the Periodic Job button, you will be moved to a periodic job definition page.
  12. Set up how often should it run or run just once if you are testing as any other periodic job.

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