YOUR WEBSITE OPERATION

From a draft to a customer.

Connect QuickBooks. Keep a clear record of what is ready to launch.

Checking your administrator session…

1. Connect your QuickBooks company

Intuit

Contreol needs its own authorized connection to operate from your server. The QuickBooks connection in ChatGPT cannot be transferred here.

One-time setup in Intuit

Open your Intuit developer dashboard ↗ and create an application for Contreol.
Enable QuickBooks Online Accounting and use the app’s Development credentials.
In Intuit, open My Hub → Sandboxes and check that a test company exists. A developer workspace and Development credentials do not create a sandbox company. If the list is empty, choose Create sandbox → United States → QuickBooks Online Plus, then create the company.
Add the redirect URI below exactly, then enter the matching Client ID and Client Secret.
Connect, authorize access in Intuit, and confirm the company shown here. Production credentials and company authorization are separate from Sandbox testing.
For notifications, register the webhook URL below, select Invoice and Payment changes, and save that environment’s verifier token here.

Production app details for Intuit

Copy these into Intuit's App details. These public pages describe the current service. Launch opens your existing administrator sign-in.

End-user license agreement: https://contreol.com/terms/
Privacy policy: https://contreol.com/privacy/
Host domain: contreol.com
Launch URL: https://contreol.com/admin/?billing=1
Connect / reconnect URL: https://contreol.com/quickbooks/connect/
Disconnect URL: https://contreol.com/quickbooks/disconnect/

The OAuth redirect URI is a separate field. Use the exact callback shown below. Complete Intuit's compliance questions based on features and controls actually implemented.

About the permission you’ll approve

Intuit’s Accounting permission covers its accounting API. It does not offer a customer-and-invoice-only grant. Contreol currently allows company verification, customer matching/creation, home-currency verification, and signed notification intake. It reads the specific invoice, payment or sales receipt you choose to verify a launch. When credit billing is enabled, it also creates and emails customer-requested AI refill invoices and checks their payments. It does not request Payments or Payroll permissions.

I understand the scope and want to authorize this connection.

You’ll approve access on Intuit’s website. No customer is charged when you connect.

Sandbox workbench

Sandbox test instructions ↗

Use an isolated test contact with your existing administrator login. Connect a Sandbox company first. Test records never become production orders.

Adding the test client to QuickBooks is a separate button. Its example.test email cannot receive messages. Contreol does not send invoices or create charges from this workbench.

2. Prepare your customers

Saved customer launch plans appear here. Add a customer to QuickBooks, or review a matching record before linking it. Administrator test projects are excluded.

$21/month hosting + $2/month per mailbox.

Amounts shown are before any applicable tax. Customer sync does not create an invoice or charge a card.

From payment to launch

QuickBooks hosts the customer’s recurring-payment enrollment. Prepare the invitation there, then save its link on the customer’s Contreol order.

Customer authorizes paymentThe customer opens the reviewed QuickBooks invitation from their Contreol account.
Match the accounting recordContreol checks the specific customer, USD amount, order reference, invoice allocation and duplicate use.
Confirm merchant successYou check recurring consent and the first successful payment in QuickBooks Payments. Accounting records alone do not prove collection.
Prepare and launchProduction sites need hosting, HTTPS and any requested mailboxes ready. Sandbox checks never publish a website.

Connection diagnostics

Recent request outcomes and Intuit trace IDs for troubleshooting. Credentials, customer details and request bodies are excluded.