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QuickBooks Sandbox Testing & Configuration Guide

Follow this step-by-step guide to set up and test your QuickBooks environment.

Step 1: Sign In to the QuickBooks Sandbox

  1. Navigate to https://sandbox.qbo.intuit.com/
  2. Sign in with your credentials.

Step 2: QuickBooks Online AP Sync Setup

To ensure your AP syncs correctly with QuickBooks Online, complete the following setup items:

         1. Create the Freight COS Account

  • Click the Gear Icon in the top right corner.
  • Select Chart of Accounts.
  • Click the New button (top right).
  • Set the Account Type to Cost of Goods Sold.
  • Set the Name to Freight COS.

⚠️ Note: The spelling and casing for Freight COS must match exactly.

         2. Verify Your Accounts Payable Account

Make sure you have an Accounts Payable account set up, paying close attention to the exact formatting:

  • Correct: Accounts Payable
  • Incorrect: Accounts Payable (A/P)

Step 3: QuickBooks Online AR Sync Setup

To ensure your AR, invoices, and invoice payments sync correctly with QuickBooks Online, follow these setup steps:

         1. Create the TRANS Service Item

  • Click the Gear Icon in the top right corner.
  • Select Products and Services.
  • Click the New button (top right).
  • Select Service as the item type.
  • Set the Name to TRANS.
  • Set the Income Account to Sales.

⚠️ Note: The item name must be spelled exactly as TRANS. This specific code is required for your invoices and invoice payments to sync over properly.

Step 4: Get Your Sandbox Client ID & Client Secret

Client ID and Secret will need to be copied into G2Mint for Step 6.

⚠️ Note: To get the Client ID and Secret, you will need to sign in to the developer portal first, which is a different login screen from your QuickBooks Online.  Follow the link below and enter your credentials accordingly. https://developer.intuit.com/dashboard 

  1. Go to the Intuit Developer Portal and sign in.
    1.  https://developer.intuit.com/dashboard 
  2. Click My Hub > App dashboard in the top-right corner.
  3. Click Create New App.
    • Name = G2Mint
    • Give permissions to Accounting and Payments.
  4. Credentials will show here. If they do not appear, continue with these additional steps:
    • From the left-hand navigation pane, click Keys and credentials.
    • Locate the Development section.
    • Toggle the Show credentials switch to display and copy your Client ID and Client Secret.

⚠️ Note: Make sure you are pulling these keys from the Development section and not the Production section. Production keys will not work with a sandbox environment.

Step 5: Get Your Sandbox Realm ID (Company ID)

The Realm ID is the unique identifier for your specific sandbox test company. This will need to be copied to G2Mint for Step 6.

  1. While still signed into the Intuit Developer Portal, look at the top-right toolbar.
  2. Click My Hub > Sandboxes.
  3. You will see a list of your active sandbox companies.
  4. Locate the company you are testing with and copy the number listed under the Company ID column. This multi-digit number is your Realm ID.

💡 Quick Tip: You can also find your Realm ID at any time while logged into your QuickBooks Online sandbox company by pressing Ctrl + Alt + ? (Windows) or Opt + Ctrl + ? (Mac) on your keyboard.

Step 6: Configure the G2Mint Plugin
  1. Add your Key, Secret, and Realm ID to the G2Mint Plugin.
  2. Click Test Connection.

Because you are connecting to the Sandbox environment, make sure test mode = True.

Step 7: Set Up the Webhook URL

Configure your webhook settings within the Intuit Developer Portal to ensure real-time data syncs correctly.

  1. Go to the Intuit Developer Portal and sign in.
  2. Click My Hub > App dashboard in the top-right corner.
  3. While in your app settings on the Intuit Developer Portal, locate the Webhooks section on the left.
  4. Enter the following URL in the Webhook URL field:
    • www.<>.com
  5. Check the boxes or select the configuration to subscribe to the following Subscribed Events:
    • bill
    • invoice
    • payments