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Setup guide

Getting started has never been easier

Step 1

Account details

To get started, head to your Clickr.cloud dashboard and click on the "⚡️ Add integration" button. You'll be prompted to enter your Quickbooks login details. These are the details used when syncing your API requests with your Quickbooks account.

We recommend that you create a dedicated user in Quickbooks for us.

*If you haven't created a Clickr.cloud account, head over to our signup page to create one.
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Step 2

Setup Multi-factor Authentication

We will provide you with a unique phone number, which is to be used to link your Clickr.cloud account with your Quickbooks account.

How to change your account phone number in Quickbooks:

In your Quickbooks Online dashboad, click on the User profile button on the top right of the screen and then "Manage your Intuit Account" and then "Sign in & Security".

Click on "Phone" -> "Change" to update the phone number linked to your account.

Finally, paste the phone number that we have provided into the field and click on the "Save" button.

A one-time code will be sent to the email address linked to your Clickr.cloud account. Check your email and enter the code into the field. This completes the multi-factor setup.

*Please allow a few minutes for the one-time code to land in your mailbox. Additionally, be sure to check your junk folder.
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Step 3

Create your first project

Head back to the signup form and click on the “Finish” button. This will generate an API key, which you'll need in order to use our API to create Quickbooks Projects. You're all set to start using Clickr.cloud! This is an example curl request to create your first project.

curl -X POST "https://api.clickr.cloud/v2/integrations/quickbooks/projects" -H "Authorization: Bearer YOUR TOKEN HERE"

{

"projectName": "An important project",

"customerName": "Jane Citizen"

}

Ready to use our Quickbooks Projects API?

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