This guide will walk you through activating and configuring the QuickBooks Payments Gateway Module For WHMCS, including setting up the license and API.
Step 1: Activate the Gateway Module
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Log in to your WHMCS Admin Panel.
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Navigate to Setup > Payments > Payment Gateways.
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Scroll through the list and find QuickBooks Payments.
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Click the "Activate" button to enable the gateway.
Step 2: Configure Your License
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In the gateway configuration screen, enter your License Key.
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Click Save Changes to activate the module.
Step 4: Get Your API Credentials from QuickBooks
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Go to the QuickBooks Developer Dashboard.
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Click the “+” icon to create a new app if needed.
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Open the "My Hub" dropdown and select “Playground”.
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Choose your Workspace and the appropriate App:
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Sandbox for test credentials
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Production for live credentials
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Copy your Client ID and Client Secret.
Then, select the “Payments” scope and click “Get Authorization Code”.
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Select the business you want to authorize and click Next.
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Click on “Get Tokens” to retrieve your:
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Access Token
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Refresh Token
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Copy the Access and Refresh tokens for use in the module configuration.
Step 5: Configure API Credentials in WHMCS
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Enter the following details in the gateway settings:
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Client ID
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Client Secret
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Access Token
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Refresh Token
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Check the “Sandbox Mode” option if you're using test credentials.
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Click Save Changes.
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(Optional) You can also set a custom Display Name that appears on your order form (e.g., “Credit Card”).
That’s it! You’re all set. Need help? We’re just a message away—feel free to reach out anytime.
