Quickbooks

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When you first install Bread & Butter, the QuickBooks 1-click connection may not display your own branding during the connection process if it is not fully configured for your domain.

To maximize user trust and prevent conversion drop-off, you must set up an application in the Intuit Developer portal. This allows you to generate your own credentials so your visitors see your brand when they click "Continue with QuickBooks."

Here is how to set it up in five steps.


Step 1: Create Your QuickBooks App

  1. Log in to the Intuit Developer portal using your standard QuickBooks or Intuit account. (Please ensure you are using the new layout view, not the classic view).
  2. At the top right under My Hub, click App dashboard. (Note: If you don't see this option, choose Workspaces, then choose your specific workspace).
  3. Click the + square icon to start creating a new app. Read the provided text, check the required box, and click Get Started.

Step 2: Configure Your App Details

This ensures QuickBooks displays your branding and requests the correct permissions.

  1. Enter your App Name. We highly recommend using your exact organization or company name, as this is what will appear to users during the login process. Click Next.
  2. For permissions, select Accounting.

  3. Click Done, then click Confirm in the dialog box to lock in those permissions. Finally, click Open app to go to your new application's dashboard.


Step 3: Complete the Production Profile & Compliance

Intuit requires you to provide app details and pass a compliance check before public users can connect.

  1. In the left menu, go to Keys & credentials. Select Production on the Keys & Credentials page.
  2. Follow the on-screen steps to set your required App details.

  3. Click on Compliance and carefully complete the required questionnaire.


Step 4: Configure Redirect URLs & Generate Credentials

  1. In the left menu, click Settings, then click Redirect URIs in the navigation bar.
  2. Add the following exact Redirect URL: https://api.breadbutter.io/callback   
  3. Click Save on the right side of the screen.
  4. Navigate back to the top of the Keys & Credentials page.
  5. Click Show credentials.

⚠️ Important: Copy and save both your Client ID and your Client Secret. You will need them to connect Bread & Butter in the final step.


Step 5: Link Your Credentials to Bread & Butter

  1. Log in to your Bread & Butter dashboard.
  2. Go to Settings in the left menu, then navigate to your Global Conversion Methods tab.
  3. Locate your Quickbooks connection and edit the settings to switch from Sandbox to Production Mode.
  4. Enter a custom name and description for your reference.
  5. Paste the Client ID and Client Secret you generated in the QuickBooks Developer portal.
  6. Click Save, and ensure the checkbox next to your new QuickBooks provider is enabled.

Final Polish: Complete Your White-Label Setup

You have successfully added your brand name to the Google consent screen! However, visitors may still see breadbutter.io listed in the URL routing during the connection process.

To completely remove our branding and keep visitors fully within your own domain ecosystem, navigate to the Custom Auth Domain tab in your Bread & Butter settings to set up your Custom Auth Domain.

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