This integration allows you to drastically reduce the manual labor of exporting and importing your financial information from Clubspeed to Quickbooks as you can now set up the integration we developed between the two systems and set an update schedule. Our software will then reach out and update Quickbooks online with your financial information at the given time frame, meaning your Quickbooks is now up to date every day and with zero human intervention or error.
*This integration is intended for Quickbooks Online and not the Quickbooks desktop application.
TABLE OF CONTENTS
Configure Clubspeed Quickbook settings
Step 1: Obtain the White list URL
// Description
- Log into sp_admin using the full URL with the Locations license name.
- HTTPS:// <LICENSENAME>.clubspeedtiming.com/sp_admin
- Select Reports Tab >>under the Accounting section >> click on Export
- In the Drop down, confirm that Quickbooks Online is selected.
- Just above the Red highlighted text of “AuthorizeQuickbooks” copy the full URL displayed.
5. You will need to log into the development portal for their account (https://developer.intuit.com/app/developer/homepage)
6. Once logged in, select the Dashboard option located near the top of the page.
7. You should now see some apps that are associate with the online QuickBooks account. Select the account that is going to be synced.
Example:
8. A screen with an option for a Development or Production account should appear.
Under PRODUCTION: Select 'Keys & OAuth' and scroll down to see the Redirect URLs
Input the copied URL from /sp_admin and select save.
** Don't close out this page, yet! we will need it for the next step.
Step 2: Client ID and Client Secret
// While on the same Keys & OAuth page from the previous step there will be a listed Client ID and Client Secret.
- Copy the values into the associated database field
- /Sp_admin > Settings > Control Panel > MainEngine.
- Feel free to email this to Support and they can input the details for you!
Quickbooks > Production > Keys & OAuth
Clubspeed Database Settings
- QuickBooksClientID
- QuickBooksClientSecret
- Also, ensure the 'QuickBooksSandboxEnabled' setting is disabled.
** Once added to the database the system will need to be restarted.
- Option 1: Wait until morning reboot (6am local time)
- Option 2: Reach out to Support - Request MainEngine Restart
Step 3: Authorize Quickbooks API
// Once the above has been completed, navigate back to /Sp_admin > Reports > Accounting > Export.
- Followed by selecting the “Authorize Quickbooks API Now“ highlighted text.
- A new page should appear requiring You (the customer) to sign in using your QuickBooks credentials.
- Once completed, you should see a similar page to the one below. At this point the accounts are now linked!
