How to Configure Quickbooks Payment Gateway For WHMCS:Client ID, Client Secret, Access Token & Refresh Token Print

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

1. Log in to your WHMCS Admin Panel.

2. Navigate to Setup > Payments > Payment Gateways.

3. Scroll through the list and find QuickBooks Payments.

4. Click the "Activate" button to enable the gateway.
   
   

Step 2: Configure Your License

1. In the gateway configuration screen, enter your License Key.

2. Click Save Changes to activate the module.
   
   
   
   

Step 4: Get Your API Credentials from QuickBooks

1. Go to the QuickBooks Developer Dashboard.

2. Click the “+” icon to create a new app if needed.

3. Open the "My Hub" dropdown and select “Playground”.

4. Choose your Workspace and the appropriate App:

   • Sandbox for test credentials

   • Production for live credentials

5. Copy your Client ID and Client Secret.
   Then, select the “Payments” scope and click “Get Authorization Code”.

6. Select the business you want to authorize and click Next.

7. Click on “Get Tokens” to retrieve your:

   • Access Token

   • Refresh Token

Copy the Access and Refresh tokens for use in the module configuration.

Step 5: Configure API Credentials in WHMCS

1. Enter the following details in the gateway settings:

   • Client ID

   • Client Secret

   • Access Token

   • Refresh Token

2. Check the “Sandbox Mode” option if you're using test credentials.

3. Click Save Changes.

4. (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.