QuickBooks Online Integration Authorization Setup
Because your accounting books in QuickBooks have to be protected from unauthorized access, it takes several steps for you to authorize Jewelry Shopkeeper to create the daily General Journal Entries for sales activity in Shopkeeper and to upload Accounts Payable from Shopkeeper.
Firstly, you need to know your QuickBooks Online Company file ID Number.
You can locate your QuickBooks Company ID number after you have logged in to QuickBooks Online.
Click the Settings Gear icon (usually at the top right corner), then choose Additional Info.
You can optionally click the Copy button next to the ID number to copy the ID number to the Windows Clipboard ; that way you can paste it into Jewelry Shopkeeper by pressing the paste keyboard shortcut which is Ctrl-V.
From the Accounting Menu in Shopkeeper, choose QuickBooks Online Integration.
Click the Settings page button then click on QuickBooks Authorization.
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(You can also get to this configuration screen via the Web Services Settings area of Preferences via the Maintenance Menu.)
In the Realm / Copmpany ID box type the ID number of your QuickBooks Online company file.
This is likely to be a 16-digit number, but that is not guaranteed. When you type this Company ID into Jewelry Shopkeeper, do not type any dashes in the number. If you chose the option in QuickBooks to Copy the ID to the Windows clipboard, you can click in the Company ID box in VJS and paste it by pressing Ctrl-V.
Then click on the Credential button at the top.
This will open a small web browser window where QuickBooks will ask you to sign in to authorize Shopkeeper to link to your QuickBooks Online company file. In order that QuickBooks is sure that you authorize Shopkeeper QuickBooks link, you will need to type your password and you may need to respond to 2FA (two-factor authorization) prompts such as codes being emailed or texted to you.
If the authorization is successful, you will see a prompt like this:
