QuickBooks Payments can be connected as a payment gateway in Optix to process member and tenant payments. This is different from the QuickBooks Online integration app, which syncs invoice and accounting data between Optix and QuickBooks. You can use one, both, or neither, depending on how you run your accounting and payments.
What you'll need
To connect QuickBooks Payments as a gateway in Optix, you'll first need to retrieve the following from your Intuit Developer account:
Client ID
Client secret
Initial refresh token
Access token
Follow Intuit's OAuth 2.0 authentication and authorization guide to generate these.
Optix connects to QuickBooks Payments through Spreedly, the same way other supported gateways are connected. Once you have your credentials, reach out to support@optixapp.com to have QuickBooks enabled as a payment gateway option in your dashboard.
Setting up the integration in Optix
Reach out to support@optixapp.com and request to integrate with QuickBooks Payments
Once the Optix team confirms that QuickBooks Payments has been enabled in your dashboard, select Apps & Integrations from the left-hand menu
Scroll down and click QuickBooks
Click Install
Enter your Client ID, Client secret, refresh token, and access token, then click Save
FAQ
Is this the same as the QuickBooks Online integration app?
No. The QuickBooks Online integration app syncs invoices, payments, and user data between Optix and QuickBooks for accounting purposes. QuickBooks Payments, covered in this article, is a payment gateway option that processes the transactions themselves. The two can be used independently or together.
Do I need a QuickBooks Payments account to use this gateway?
Yes. You'll need an active QuickBooks Payments account with Intuit, along with a Developer app configured for the QuickBooks Payments API, to generate the credentials above.
Troubleshooting
The connection isn't working after I enter my credentials
Check whether your access token or refresh token has expired. These are generated through the OAuth 2.0 flow and may need to be regenerated in your Intuit Developer account, then re-entered in Optix.
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