QuickBooks Integration

Exciting News: RoverPass Integrates with QuickBooks!

We're thrilled to announce our integration with QuickBooks, the globally recognized accounting software. This new partnership offers campground and RV park operators a seamless,efficient way to manage their finances and streamline their business open

1. Simple Setup Guide QuickBooks

2. Overview of Cases Covered by Our QuickBooks Integration


Streamlining Your QuickBooks Integration with RoverPass - Simple Setup Guide QuickBooks!

We understand the importance of a seamless integration with QuickBooks Online, and we're here to make it as easy as possible for you. Follow these five simple steps to connect RoverPass to QuickBooks Online:

 
Step 1 - Creating Your App in QuickBooks Developer Portal

1.  Click the link: Intuit Developer then when prompted login with your QuickBooks Online account. 

You will be prompted to join the Intuit Developer platform

 

2. Click the checkbox to agree to their terms, then click ¨Create account¨.

Intuit Developer sign-up screen with account and terms confirmation.

3. Click on My Hub on the top right, and select App dashboard:

Dropdown menu in Intuit Developer portal with “App dashboard” selected under My Hub

4. Once it loads, click the + button:

Plus button to create a new app in the Intuit Developer dashboard.

5. Then, click Get Started:


QuickBooks prompt to start app setup with “Get Started” button.  

 

6. Under App name, type RoverPass, and click Next


Enter app name in QuickBooks setup screen.

 7. Under Authorization scope, select accounting (com.intuit.quickbooks.accounting) and click Done:

Select QuickBooks accounting permission and click Done.

 

8. Finally, click Confirm. this will create the app inside Quickbooks developer portal.


Confirm QuickBooks accounting permission to complete app setup.

 9. A confirmation page will appear. Click Open App:

QuickBooks confirmation screen showing app ready for testing

 
Step 2 - Production Account Set Up

The App is now created and in the Development stage. To move it to production, follow these steps:

  1. On the left sidebar, click on Keys & Credentials

QuickBooks app menu with “Keys and credentials” selected.

2. Click on Production
Keys and Credentials section with Production tab selected in QuickBooks.

 

Production Key Requirements

Before you can get your API keys, it will request you to do six steps, these are called the Production Key Requirements:

QuickBooks production setup checklist showing app details

 
  • Complete App Details

  1. Click on Review your Intuit Developer Portal Profile and verify your email

Intuit Developer profile form with required fields for app setup.

2. Fill in every detail with a (*) and then click on Next, at the bottom.

3. Next step: Add your app’s end-user license agreement and privacy policy

Form fields to add license agreement and privacy policy URLs

4. Add https://www.roverpass.com/ on both sections and click Next:

License agreement and privacy policy fields filled with RoverPass URL.
 

5. Next step: Add your app’s host domain, launch URL and disconnect URL

Fields to enter host domain, launch URL, and disconnect URL for app setup.
 

6. On Host Domain, Type www.roverpass.com

On Launch URL and Disconnect URL, copy and paste https://www.roverpass.com/


This is how it’d look like:

  Host domain, launch URL, and disconnect URL filled with RoverPass information.

Click Next

 

7. Next step: Select at least one cattegory for your app

Select Accounting and click Next

App category selection screen with Accounting checked in QuickBooks setup.

 

8. Next step: Tell us about any regulated industries that use your app


Select None of the above, and click Next:

Regulated industries step with “None of the above” selected

 

9. Next step: Tell us where your app is hosted

Just select United States. No need to add an ip Address:

 Hosting location selected as United States without IP address.
Click Next
  • Complete Compliance

If all the previous steps were completed correctly, App Details should be at 100%:

 All app details tasks completed showing 100% progress in QuickBooks setup.
 
  1. Click Compliance and then, click Start questionnaire 

Start QuickBooks compliance questionnaire.

2. A new tab will open. Complete the app assessment questionnaire, providing necessary details about your app. Don’t worry, the questionnaire will take 10 mins at most.


 QuickBooks app assessment questionnaire with compliance questions answered.
Final compliance questions on sanctions
 

3. At the bottom, click on Next Tab


Form navigation buttons showing Cancel, Save, Submit, and Next Tab.

4. On Which of the following is true about your app (at least one option must be checked) select the option You were asked to create this app in order to get credentials/keys to be used on another platform that integrates with QuickBooks. Paste the following URL on Provide a link to the instructions that told you to create a new app:


https://roverpass.atlassian.net/wiki/spaces/EN/pages/1035927553/Quickbooks+-+RoverPass+API+Integration

 App setup question with option selected to get credentials for another platform, and URL provided.

5. On the next question Have you added some form of Re-CAPTCHA to your site or app to prevent fraudulent transactions?, Select No, my App does not process payments:

CAPTCHA not added

6. Finally, at the bottom, click on submit:


Navigation buttons with Submit highlighted.

7. You will be prompted to confirm the questinnarie submission. Click Yes


 
Confirmation screen with “Yes” button to submit questionnaire.

And that’s it for the questionnaire. A pop-up on top will confirm this:

Confirmation message thanking user for submitting the app

You can now close the questionnaire tab.

  • Locate keys & send to RoverPass

Now you have confirmed all your information & will be able to send the details to RoverPass .

  1. Go back to the App Dashboard and refresh the page. You can also click here and select the RoverPass app created before: 

RoverPass app card in QuickBooks Developer Portal

2. On the Left bar, click on Keys & Credentials and select Production:

RoverPass app menu
Keys and Credentials page with Production tab selected

3. If everything went well, this is how it should look like:

Production credentials view showing hidden Client ID
 

4. Click on Show credentials. Both Client ID and Client secret should be revealed:


 Production credentials revealed with options to copy or rotate the secret.
 

5. Back on RoverPass, On the left bar, Scroll down to RoverPass Services and click Integrations:


RoverPass Services menu

 

6. Locate Quickbooks Online and click Connect:

 

Available integration option for QuickBooks Online

7. A new subpage will open. Copy both Client ID and Client Secret from Quickbooks and paste it in the corresponding spot:

QuickBooks Online connection form requesting Client ID
 

8. Click Continue

 Clients fields filled out for QuickBooks integration setup.
 

9. The final step is the App Authorization. To do so, click Get Codes

QuickBooks integration status

10. A new tab will open and you will be prompted to log into Quickbooks Developer portal.

11. Next, on Search for a company, select your Campground’s quickbooks account and click Next:


QuickBooks prompt asking user to select their company before proceeding.

12. Then you will be prompted to connect the App to RoverPass, click Connect:

QuickBooks authorization screen of a connection request from RoverPass

13. A new page will apear with the Authorization Code and Realm ID. Copy both Values:

Enter auth code and Realm ID to get tokens.

14. Back in RoverPass, Paste both the Authorization code and Realm ID into the corresponding boxes:

Enter credentials and codes, then click “Connect QuickBooks.”
 

15. Click Connect Quickbooks. If everything is correct, a success message will appear:


QuickBooks connection complete

 

A RoverPass team member will contact you soon to refine and customize the integration, such as custom account names.