OpenPay provides an integration to Quickbooks. To get started we recommend you create an Intuit sandbox account to test your configuration. To create an Intuit sandbox account follow these steps:

Creating an Intuit developer accountCopied!

1. Visit Intuit Developer

2. Click “Sign Up” to create an Intuit Developer account

3. Fill out their questionnaire, the answers should not matter as this will just be for testing

Connecting your OpenPay staging account to a Quickbooks SandboxCopied!

1. Nagivate to the developers page within OpenPay

2. Click the “Connect” button under the Quickbooks integration card

   1. this will navigate you to an Intuit OAuth flow to connect the OpenPay app to your Quickbooks account

3. Complete the Intuit OAuth flow

4. Once redirected back to OpenPay, visit the “Developers” page and click the Integrations tab. You should see that the Quickbooks card is now labeled as “Connected”

5. [Optional] If you need to configure which account to attribute income generated via OpenPay, you can click the “Configure” button under the Quickbooks card

   1. Set the “Income account name” field to the account name in Quickbooks that you would like income to be attributed to. Note: The income account must be of the type Sales of Product Income

6. [Optional] Similarly, if you are using a tax integration within OpenPay, you will need to configure the Income account to which OpenPay will attribute any tax payments to.

Testing a payment and verifying the connectionCopied!

1. Create and visit a payment link within your OpenPay staging account

2. Fill out the payment page. You can use any test payment method you would like, for example Stripe test cards

   Payment links

   Easily create a fully functional payment page in just a few seconds and share the link with your customers—no code necessary.

3. Verify that the following objects were created within OpenPay:

   1. a Customer with fields matching what you filled in on the payment page

   2. an Invoice with the payment amount matching the cost of your product

   3. a Payment which is linked to the invoice you created

4. Visit your quickbooks staging account and verify that the following objects were created:

   1. an Invoice with an Invoice number matching the last portion of the invoice id created within OpenPay

   2. a Payment with a Payment reference number matching the last portion of the payment id created within OpenPay

   3. a Customer with the name matching that which was created in OpenPay

Importing Existing Quickbooks Customers to OpenPayCopied!

If you have existing customers within Quickbooks which you would like to import into OpenPay, please reach out to a member of our team. You can export an excel spreadsheet of customers from Quickbooks and we can create linked customers within OpenPay.