This guide will help you connect your QuickBooks account as a payment gateway to your SphereMail account.
A) On QuickBooks:
Sign in to your developer account
- On the upper right corner of the toolbar, click on My Hub > App dashboard
- Select and open your app (or create one if needed)
- Using the left navigation bar, head to Permissions and ensure both accounting and payment authorization scopes are enabled:
- Then head to Settings and navigate to the "App URLs" tab
- Update the fields as follows, and save your changes:
- Host domain: spheremail.co
- Launch URL: https://api.spheremail.co/
- Disconnect URL: https://api.spheremail.co/
- Then head to the "Redirect URIs" tab
- Add the following URI and save your changes:
https://api.spheremail.co/auth/quickbooks_payment_callback
- Finally, head to Keys and Credentials from the left navigation bar, and choose:
- Development, if you would like to test your setup first; or
- Production, if you're ready to go live
- Turn on the Show credentials toggle and copy the Client ID and Client secret keys
B) On your SphereMail account:
- Go to "Business Settings"
- Click the "Payments" tab
- Click the "Update payment gateway" button
- Choose QuickBooks from the drop-down menu
- Paste the Client ID and Client Secret keys you copied from QuickBooks
- Click Update
- You will be redirected to QuickBooks to authenticate the connection and confirm which company you'd like to use; this is where your collected payments will be sent
- Choose the company and click "Next"
- Review the connection details to ensure everything is set up as needed, then click "Connect"
- Once you do, you'll be redirected to your SphereMail account, and your payment gateway will be ready to go!
