Projeni enables effortless one-way synchronization of invoices and their payments with your QuickBooks Online account. This integration ensures that every invoice created or payment recorded in Projeni is automatically reflected in your QuickBooks account, reducing manual effort and improving financial accuracy.

Step 1: Create an App on the Intuit Developer Portal

To connect Projeni with QuickBooks, you first need to create an application in the Intuit Developer Portal. This app will provide you with the API credentials necessary for secure communication.

• Navigate to the Intuit Developer Portal.
• Sign in with your Intuit account or create a new one if you don’t have an account.
• Once logged in, click the Dashboard tab in the top navigation bar.
• Select the Apps tab from the dashboard menu.
• Click the + Create an app button.

• Follow the step-by-step on-screen instructions:
  • Choose the QuickBooks Online platform.
  • Name your app (e.g., “Projeni Integration”).
  • Configure basic settings as prompted.

• Complete the app creation process.

Note: Creating this app enables Projeni to securely access your QuickBooks data via OAuth 2.0.

Step 2: Retrieve Your App’s Client ID and Client Secret

After creating your app, you’ll need the Client ID and Client Secret to configure Projeni:

• In the Intuit Developer Portal, go to your Dashboard.
• Click on the app you just created to view its details.
• Depending on your environment:
  • For sandbox (testing), navigate to the Development section and select Keys & OAuth.
  • For production (live), go to the Production section and select Keys & OAuth.

• Locate and copy the Client ID and Client Secret values securely.

Step 3: Configure Redirect URIs in the Intuit Developer Portal

Redirect URIs enable OAuth to redirect authorization responses back to Projeni.

• In Projeni Portal, navigate to Settings > Finance Settings > QuickBooks Tab.
• Copy the QuickBooks Redirect URL displayed on this page.
• Return to your app’s settings in the Intuit Developer Portal under Keys & OAuth.
• Paste the copied Redirect URL into the Redirect URIs field.
• Save the configuration to ensure OAuth flows correctly.

Step 4: Enter Your App Credentials in Projeni Portal

• Log in to Projeni Portal with your Superadmin credentials.
• Navigate to Settings > Finance Settings > QuickBooks Tab.
• Select the appropriate environment (Sandbox or Production).
• Paste the Client ID and Client Secret you copied earlier into their respective fields.
• Click Save to apply the credentials.

Additional Tips and Best Practices

• Testing: Start with a sandbox app and environment before moving to production.
• Security: Keep your Client Secret confidential; never expose it publicly.
• Updates: Periodically check your app settings for updates or required reauthorizations.
• Support: For complex use cases or troubleshooting, consult Intuit’s developer documentation or reach out to Projeni support.

Integration Complete!

With these steps completed, Projeni is fully integrated with your QuickBooks Online account, automating invoice and payment synchronization, reducing manual entry, and streamlining your accounting workflows.