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Prerequisites

  • Intuit Developer account (free to sign up)
  • Access to Intuit Developer Platform

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Step 1: Create Intuit Developer Account & Workspace

  1. Visit https://developer.intuit.com and sign in with your Intuit credentials
Intuit Developer Platform Homepage
  1. Click “Create a workspace” to set up your development environment
Workspaces Overview
  1. Fill out the workspace creation form with three steps:
    • Step 1 - Basic Information: Enter workspace name and description
    • Step 2 - Company Information: Provide your company details
    • Step 3 - Contact Information: Add your contact information
Create Workspace Dialog Company Information Form Contact Information Form Contact Information Filled
  1. Click “Create workspace” to complete the setup
Workspace Dashboard

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Step 2: Create QuickBooks OAuth Application

  1. After workspace creation, click “Create an app” to start building your QuickBooks integration
Create App Dialog
  1. In the app creation dialog, select app type and configure basic information:
    • Choose “QuickBooks Online” as your app type
    • Enter your app name (avoid using “Intuit” or “QuickBooks” in the name)
    • Provide app description
App Basic Information

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Step 3: Configure OAuth Permissions

Klavis QuickBooks MCP Server uses the following OAuth scopes: com.intuit.quickbooks.accounting (for full accounting data access) and com.intuit.quickbooks.payment (for payment processing)
  1. In the permissions configuration step, select the required QuickBooks scopes:
    • com.intuit.quickbooks.accounting - For accessing accounting data (customers, invoices, items, etc.)
    • com.intuit.quickbooks.payment - For payment processing capabilities
Permissions Setup
  1. Review and confirm the permissions by clicking “Confirm”
Permissions Confirmed

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Step 4: Access Your OAuth Credentials

  1. Once your app is created, you’ll see the success page with your development credentials
App Created Successfully
  1. Navigate to “Keys and credentials” in the left sidebar to view your OAuth credentials:
    • Client ID: Your OAuth application identifier
    • Client Secret: Your OAuth application secret (keep this secure)
Keys and Credentials Page
  1. Configure your redirect URIs:
    • For Klavis integration: https://api.klavis.ai/oauth/quickbooks/callback
    • For local development: http://localhost:3000/oauth/quickbooks/callback
You have successfully created a QuickBooks OAuth application! You now have your Client ID and Client Secret ready for integration with Klavis AI.
Klavis handles all token management automatically - we securely store and manage your OAuth tokens so you maintain seamless access to your QuickBooks data without any interruption.

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(Local Testing) Step 5: Testing Your Integration

  1. Open the Intuit API Playground: https://developer.intuit.com/app/developer/playground
  2. Select your app and environment (Development)
  3. Click “Get Access Token” to authorize and retrieve the token
  4. Copy both the Access Token and the Realm ID for testing API calls
Intuit API Playground - Get Access Token and Realm ID
Use the Access Token as the Bearer token in Authorization header and the Realm ID as the companyId for API requests.

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(Optional) Step 6: White Labeling

White labeling allows you to customize the OAuth experience with your own branding instead of Klavis AI’s.
If you want to use your own QuickBooks OAuth application with custom branding:
  1. Configure White Labeling: Go to https://www.klavis.ai/home/white-label
  2. Add Your Credentials: Enter your QuickBooks Client ID and Client Secret from Step 4
  3. Set Redirect URI: Use https://api.klavis.ai/oauth/quickbooks/callback or your custom callback URL
  4. Initiate OAuth: Use your client ID when starting the OAuth flow: 
    const authUrl = `https://api.klavis.ai/oauth/quickbooks/authorize?instance_id=${instanceId}&client_id=${yourClientId}`;
For detailed white labeling implementation and code examples, see our OAuth & White Labeling guide.

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Resources