QuickBooks Online

Register a QuickBooks Online app for your app name

You are setting up the QuickBooks app that your business will use to connect its own QuickBooks company to Meg Secrets. Portal labels change over time; follow the intent of each step. Stop at every [person] step and ask the owner to do it.

Values you will need

• Redirect URI: https://secrets.getmeg.ai/connections/callback
• Scopes: com.intuit.quickbooks.accounting
• App name: your app name

Steps

1. [person] Sign in at https://developer.intuit.com with the business's Intuit account. Complete any two-factor prompt. If asked to accept the Intuit Developer terms, the owner must read and accept them.
2. Open the dashboard and create a new app for QuickBooks Online and Payments. Name it your app name.
3. When asked for permissions, choose Accounting (com.intuit.quickbooks.accounting).
4. Open the app's Keys & credentials for Development and add https://secrets.getmeg.ai/connections/callback as a redirect URI. Save.
5. For production use, open the Production keys section. Intuit asks for an app assessment questionnaire, an end-user license URL and a privacy policy URL.

• Draft answers from what the business actually does.
• [person] The owner reviews and confirms every answer before it is submitted.
• Add https://secrets.getmeg.ai/connections/callback as a Production redirect URI too.

1. Copy the Client ID and Client Secret (Production, or Development for testing).
2. [person] The owner pastes them at your workspace Settings → Sign-in apps. Never put the client secret in a chat message or a file.

Check

After saving, the owner clicks Connect QuickBooks in Meg Secrets and signs in. The connection should show as active.