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How To Integrate Quickbooks With Opensis

title: "How to Integrate QuickBooks with openSIS" url: https://help.opensis.com/portal/en/kb/articles/how-to-integrate-quickbooks-with-opensis path: openSIS Administration > Billing and Fees

How to Integrate QuickBooks with openSIS

How to Integrate QuickBooks with openSIS

Integrating QuickBooks with openSIS allows you to automate and streamline financial operations like student billing, payment tracking, and fee reconciliation. This guide walks you through the entire setup process—from configuring your QuickBooks Developer account to activating the integration inside openSIS.

Step 1: Access the Intuit Developer Portal

To begin, access the Intuit Developer Portal:

  1. Go to https://developer.intuit.com

  2. Sign in using your Intuit credentials.

  3. Once logged in, you’ll land on the workspace dashboard.

  4. You can either:

    • Use the default sample workspace provided by Intuit

    • Or create a new workspace for your institution

Step 2: Create Your QuickBooks App

Now, create an application to enable the integration:

  1. Inside the workspace, click Create an App.

  2. Give your app a name (e.g., “openSIS Integration”).

  3. Select QuickBooks Accounting API and grant all required permissions.

After creation:

  • QuickBooks will generate a Client ID and Client Secret.

  • Use the visibility toggle to view and copy them.

  • Store these credentials securely, as you'll need them in openSIS.

Set the Redirect URI:

  1. Go to App Settings → Keys and Credentials.

  2. In the Redirect URI section, enter the URI provided in openSIS documentation or by support.

  3. Save the changes.

Step 3: Configure openSIS with QuickBooks Credentials

Now, use the credentials inside openSIS:

  1. Log in to openSIS as a Super Administrator.

  2. Navigate to: Settings → Billing and Fees → Integrate with QuickBooks.

  3. Enter the Client ID and Client Secret copied from the QuickBooks Developer Portal.

  4. Choose your environment:

    • Sandbox for testing

    • Production for live data

  5. Click Save.

Step 4: Connect to QuickBooks

After saving:

  1. Click the Connect to QuickBooks button.

  2. You’ll be redirected to the QuickBooks authentication screen.

  3. Sign in if prompted, and select the company you want to connect.

  4. Once connected, you’ll see your company’s name, address, and time zone appear in openSIS.

This confirms the connection was successful.

Step 5: Enable Synchronization

To activate real-time syncing:

  1. Locate the Sync Toggle Switch in the QuickBooks integration area.

  2. Turn it ON to enable continuous syncing.

Important:
If this toggle is left off, integration won’t function. Student billing and fee data will not sync between openSIS and QuickBooks.

Integration Complete

Your openSIS system is now successfully integrated with QuickBooks. Billing data will sync automatically, helping your institution reduce manual work and maintain accurate financial records.

Need Help?

For assistance, contact us at: opensishelp@os4ed.com
Visit: https://opensis.com

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