QuickBooks Setup Guide

Prerequisites

To connect QuickBooks to Matia, you’ll need:

• An active QuickBooks Online admin account
• An active Intuit Developer account
• The username and password for your QuickBooks account
• The ability to receive verification / confirmation codes for your QuickBooks account

Setup Guide

Step 1: Create a QuickBooks App

To generate the credentials Matia will use:

1. Sign in to your Intuit Developer account.
2. In the top-right corner, click My Hub → select App Dashboard.
3. Click + Create App (or +) and select QuickBooks Online and Payments.
4. Click Get Started.

On the Tell us about your app screen:

1. Enter your App Name and click Next.
2. Under permissions, select: com.intuit.quickbooks.accounting
3. Click Done, then click Confirm.

This creates your app with Development credentials.

4. Click Open App.

Step 2: Configure Production App Settings

1. In the left navigation, go to Keys & Credentials → select the Production tab.

2. In the App Details section, complete the following fields:

   • End-user license agreement URL – your company URL
   • Privacy policy URL – your company URL
   • Host domain – matia.io
   • Launch URL – https://matia.io
   • Disconnect URL – https://app.matia.io
   • Category – Data Management
   • Regulated industries – None of the above
   • Country – Your country
   • IP Address – Your public IP address

3. Navigate to Compliance and click Start Questionnaire.

4. Under App Information, select the appropriate option indicating you were asked to create this app for a data integration use case.

5. Provide any documentation URL if requested.

Click Create Production Key.

Step 3: Configure Redirect URL

1. In the left navigation, select Settings.

2. Open the Redirect URI tab.

3. Enter the following Redirect URI:

   https://oauth.matia.io/integrations/quickbooks/callback

4. Save changes.

Make a secure note of your:

• Client ID
• Client Secret

You’ll need these in Matia.

Step 4: Finish Configuration in Matia

1. Enter your QuickBooks Client ID, QuickBooks Client Secret.
2. Click Authorize. You’ll be redirected to the QuickBooks authorization page:
   1. Log in to your QuickBooks account.
   2. Select the company you want Matia to access.
   3. Click Connect to grant access. Once complete, you’ll be redirected back to Matia.
3. Enter an Asset Name to identify this Quickbooks source asset.
4. (Optional) Add Description for your asset.
5. (Optional) Assign Tags.
6. (Optional) Verify that your Quickbooks account is successfully connected by clicking on Test Connection.
7. Click Connect.

Important Notes:

• Only configure one Matia connection per QuickBooks company.
• Do not authorize sandbox companies.
• Do not authorize the same company outside of Matia.