1-Click AccountingOAuth 2.0 DirectSync SLA: 1.5s Ledger Sync
How to Connect QuickBooks Online Accounting with CallCourty AI
1-Click Intuit OAuth: sync 10% bond fees, collateral trust reserves, and legal invoices.
Categorizes premium fee income, collateral trust accounts, and BUF reserves into your QuickBooks ledger.
1-Click Intuit OAuth connects your QuickBooks Online company file.
Logs paid 10% bail premiums and legal retainer payments automatically as paid receipts.
OAuth 2.0 Integration & Secure Handshake
Connect CallCourty AI directly to your QuickBooks Online Accounting workspace. Click Authorize QuickBooks Online Accounting to authenticate in a secure window, then enter your authorized credentials below to enable live two-way synchronization.
Visual Step-by-Step Instructions
QuickBooks Online Accounting Setup Walkthrough & Annotated Screens
Your CallCourty Webhook URL:
1
Open QuickBooks OnlineClick '1-Click Connect to QuickBooks'
Click 1-Click Connect to sign in with Intuit and select your QuickBooks Online company.
Where to click: Automatically reconciles Stripe/Square/LawPay payments collected by CallCourty AI
appcenter.intuit.com/connect/oauth2
1-Click OAuth 2.0QuickBooks Online Accounting Configuration View
Step 1 Visual GuidePortal Navigation
Intuit Sign In
Select Company FileClick
Authorize
1-Click OAuth 2.0
Step 1: Connect QuickBooks Ledger
Automatically reconciles Stripe/Square/LawPay payments collected by CallCourty AI
qbo_oauth_verified
Automatic Schema Mapping
Real-Time JSON PayloadHow CallCourty AI Maps Call Data into QuickBooks Online Accounting
| CallCourty AI Intake Variable | QuickBooks Online Accounting Target Field |
|---|---|
| client_name | QuickBooks Customer |
| amount_owed | QuickBooks Sales Receipt / Invoice |