This guide walks you through the process of integrating QuickBooks Online with your TrackMIS account. This involves creating a QuickBooks Developer account, setting up an app, obtaining production keys, and entering them into TrackMIS to enable the connection.
You must be an admin user in your TrackMIS tenant.
You need access to a valid QuickBooks Online account (or plan to use one).
You must create or have access to a QuickBooks Developer account.
Go to the Intuit Developer Portal:
https://developer.intuit.com/
Click Sign In (top right) and log in with your Intuit credentials.
If you don’t have one, click Sign Up and follow the prompts to create an account.
After signing in, you’ll land on the My Apps dashboard.
Click the + Create an App button.
Choose QuickBooks Online and Payments as the platform.
Give your app a name — e.g., TrackMIS Integration.
Select the accounting scope.
Click Create App.
Click on the Open App button.
Once the app is created, configure the following:
Navigate to the Keys & Credentials tab in your app dashboard.
Navigate to the Production tab.
Complete the tasks outlined by Quickbooks.
For app host domain, launch URL and disconnect URL, please enter these replacing <tenant> with your subdomain provided during signup.
App Host Domain: <tenant>.trackmis.com
Launch URL: https://<tenant>.trackmis.com/integration/quickbooks/callback
Disconnect URL: https://<tenant>.trackmis.com
For category, select Invoicing, Accounting, Expense Management and Customer Management:
Complete the compliance section filling in general questions. For app information, select “You were asked to create this app in order to get credentials/keys to be used on another platform that integrates with QuickBooks” and enter this link: https://support.trackmis.com/en/knowledgebase/article/setting-up-quickbooks-integration
Submit the questionnaire and navigate back to Keys & Credentials. You should now be able to get the following values from the Production Settings (not Sandbox):
Client ID
Client Secret
⚠️ These keys are required for connecting TrackMIS to QuickBooks. Keep them secure.
Navigate to Settings and switch to Redirect URIs tab. Add the TrackMIS redirect URI for the Production Environment. It will look something like:
https://<tenant>.trackmis.com/integration/quickbooks/callback
Click Save after entering the URI.
Login to your TrackMIS tenant.
Go to Settings > Integrations > QuickBooks.
Select Integration Status as Enabled
Select Environment as Production
Enter Client ID
Select the category for Purchase Order related costs
Click Connect to QuickBooks.
You’ll be redirected to QuickBooks and asked to authorize the connection.
Select the QuickBooks company account you want to connect, then click Authorize.
After successful authorization:
Configure the Quickbooks Integration across these available tabs mapping your data in TrackMIS and Quickbooks:
Default
Cashbooks
Products & Services
Expense Categories
Taxes
Save your configuration.
Initial sync will begin, and you’ll be able to monitor sync logs under TrackMIS > Integrations > QuickBooks > Sync Logs.
Q: Can I use a sandbox app instead of production?
A: Sandbox is for testing only and connects to a demo QuickBooks company. For real data sync, production mode is required.
Q: Can I connect to more than one QuickBooks company?
A: No. Each TrackMIS tenant can connect to one QuickBooks company per integration. If you have multiple tenants, each can connect independently.
Q: How often does TrackMIS sync with QuickBooks?
A: Sync is near real-time after setup but it is only for transactions that occur after integration is enabled.
Q: How do I see what transactions are sent to QuickBooks?
A: You can navigate to Administration > Triggers to see each transaction sent to Quickbooks. You can also manage the triggers, such as manually resolving failed transactions.
