RentalPoint3 Integration with QuickBooks Online

How to Export RentalPoint3 Accounts to QuickBooks Online

Once RentalPoint3 is configured to work with QuickBooks Online, every time you produce an invoice or credit, the information will be stored and ready to export to QuickBooks Online.

Use the steps below to export RentalPoint3 accounts to Quickbooks Online at whatever intervals you prefer.

Configuration steps are outlined further below. Contact support@rentp.com for assistance with configuration as needed.

Click Others-->Export to Quick Books

Then sign in to your Quickbooks account

Once sign is verified, you can Export to Quickbooks

You’ll see a report of how the information is processed and an ‘Export Complete’ message when the export is finished.

Sample Booking & Corresponding QuickBooks Invoice

Booking in RentalPoint

Invoice in Quickbooks once exported

Configuration

There are significant processing differences between QuickBooks Online "QBO" integration in RentalPoint2 and RentalPoint3.

Users MUST choose to use one option exclusively:

Either set up your QBO integration for use in RentalPoint2 and print invoices from within RentalPoint2 menu options
OR set up your QBO integration in RentalPoint3 and print invoices from within RentalPoint3 menu options.

Configure Quickbooks Online for Integration with RentalPoint

https://developer.intuit.com/app/developer/homepage

General

On the developer homepage, click 'My Apps', or 'Dashboard' if 'My Apps' isn't an option

then 'Create New App'

Or US version

You'll get an email from Intuit which you need to confirm in order to complete setup. Once confirmed you'll see a checkmark beside 'Verify your email address' below

Click ‘Keys & OAuth’ under the Production label

Click on 'Complete your account profile', fill in the information required, then click <---- to return to the Production Keys requirements screen illustrated below.

Below are the suggested answers.

Once you've completed each section, you will see all check marks and should be able to proceed to the company questionaire. (for end user license, if you don't have a url, just use your company website, the link is not used to launch your app integration)

Scroll to the top of the screen to see your Client ID and Client Secret. You'll need to copy/paste these into RentalPoint Parameters once you've completed your Quickbooks setup, so either keep the page marked OR copy/paste them to a notepad file for easy access later.

Configure Re-direct URL

On the bottom of the same screen (Production Keys & OAuth) for the app you just created,
Enter your callback index using your server in place of 'server' and your port number (if used) in place of '99999'
Enter the url for callback index and settings. These urls consist of 'https://' followed by the link you were provided to access rp3 followed by '/callback/index' and '/callback/settings'. Note the urls are case sensitive.
Click save

Setup Quickbooks Taxes for RentalPoint Export

For example, choose Ontario & Quickbooks will automatically set up the relevant taxes

Relevant sales tax has been automatically set up, click Manage Sales Tax to see it....

Configure RentalPoint for Integration with Quickbooks Online

Email support@rentp.com with the keys generated from the above configuration. RentalPoint support will execute the steps below with you over a screen share as we will need you to input your login details to confirm the integration.

Once Quickbooks Online is configured for integration with third party software, proceed to setting up parameters below. If you skipped this step, see detailed instructions on how to configure Quickbooks Online in the section above.

Goto Setup-->Settings and Preferences-> Account Parameters 21 “Export Parameters”

Glossary:

Then add qb.redirect.me into your system hosts file on the workstation you will export from (you may do this on many workstations if needed)

Open an elevated command prompt
Then type notepad C:\Windows\System32\drivers\etc\hosts
Copy/Paste or type these lines into the file
1. 127.0.0.1 qb.redirect.me
2. 127.0.0.1 myserver.rentalpointsoftware.com where 'myserver' is the server name used for your RentalPoint3 access
Save and exit the file <Ctrl S>

Add Security Certificate to Google

A security certificate has been provided as part of your RentalPoint Software installation. To avoid the message below, you'll need to install the security certificate with your Google Chrome browser settings.

Using Google Chrome

open a webpage to chrome://settings
then click Privacy & Security
next click Security (Safe Browsing....)
Scroll down to Manage Certificates and click the icon to access
Intermediate Certification Authorities, then Click IMPORT
Click NEXT to use the import wizard
Locate the file qb.redirect.me.crt in your RentalPoint\sys folder (If you're not sure where this is, right click on the icon you use to run RentalPoint and click 'open file location' to find out where RentalPoint was installed on your device.)

Use Sandbox for a TEST account or QuickBooks trial. Use Production for live account
Copy/Paste your ID, Secret and URL from your Quickbooks setup account.
Check 'Allow invoice payment' if you would like your invoices flagged in Quickbooks for online payment.
- Some users send their invoices from RentalPoint to Quickbooks before sending the invoice out to the client from Quickbooks. These checkboxes allow you to set your Quickbooks invoice payment options during the import process
Finally, click to pull your tax codes from Quickbooks and follow the online instructions to complete setup.

RentalPoint Operator Privilege Needed

'Can Use Quickbooks Online Integration' must be checked in users operator privileges in order to have the ability to Export Accounts to QuickBooks Online. Goto Setup-->Operators to grant the privilege or see your System Administrator for access