How to integrate QuickBooks Online with Visp
Follow the steps below to set up and configure your QuickBooks Online for integration with the VISP Desktop or Web App.

1. Sign-in or Create a Quickbooks Online Account
Go to QuickBooks Online (https://quickbooks.intuit.com/online/) to register or sign-in.

How to integrate QuickBooks Online with Visp

2. Intuit Developer
Once your account is active, go to the Intuit Developer Page (https://developer.intuit.com). If you’re required to sign-in again, use your QuickBooks Online account credentials to log in.

Go to My Apps (https://developer.intuit.com/app/developer/myapps). Click on the Create an app button.
How to integrate QuickBooks Online with Visp

3. Create App
When you are asked to ‘Select the platform you want to develop for,’ choose ‘Quickbooks Online and Payments’.

How to integrate QuickBooks Online with Visp

4. QuickBooks Online and Payments

QuickBooks Online and Payments

  1. In the ‘What’s your app name?‘ field, type UBO.
  2. Choose ‘Accounting,’ when you are asked to ‘Select a scope.’
  3. Click on Create App when you’re done.

How to integrate QuickBooks Online with Visp

5. Complete your profile and verify your email
You may be required to resend the verification if you haven’t received the confirmation email initially.
How to integrate QuickBooks Online with Visp
6. Generate Production Keys
  1. Click on Production on the left-sidebar menu.
  2. Fill out your App Info:
    Application Name:
    End-User License Agreement URL: https://www.domain.com/sampleterms
    Privacy Policy URL: https://www.domain.com/sampleprivacypolicy
    Target Industries for this app: Payments. You may also opt for None if your industry is not listed.
    Countries you accept can be limited to your country: United States (may vary according to your country)
    Scope for the API: Accounting.

Complete the fields above to generate the production keys for your account.

How to integrate QuickBooks Online with Visp

7. App URL's
  1. Host Name Domain: domain.com
  2. Launch URL: https://qbo.visp.net/
  3. Disconnect Landing URL: https://qbo.visp.net/

How to integrate QuickBooks Online with Visp

8. Redirect URI's
Add the follow Redirect URLs

  • https://developer.intuit.com/v2/OAuth2Playground/RedirectUrl
  • https://software.visp.net/cgi-bin/ubo7.5/qbo_oauth2_callback.php
  • https://software.visp.net/cgi-bin/g6_beta/qbo_oauth2_callback.php

How to integrate QuickBooks Online with Visp

9. Update UBO Extension Settings
Click Keys. Copy OAuth Client ID and OAuth Client Secret and paste it on Settings > Extensions > QuickBooks Online in UBO 7.x.

How to integrate QuickBooks Online with Visp

Or in the VISP Web App, go to your Menu Apps > Settings > Extensions > QuickBooks Online

How to integrate QuickBooks Online with Visp

10. Connect Apps
Click Connect to QuickBooks online and authorize sharing of data to UBO. The message below verifies that the connection is successful.

How to integrate QuickBooks Online with Visp

Restart the UBO. 

Now attempt to process payments or create an invoice to verify the connection between UBO and QBO.

Receive Payments via Echeck
To process subscribers’ e-check payments you must first save their account information in the software. If your subscriber wants to pay using another e-check account, you must first remove their existing e-check information before adding a new one. 

Receive Payments via Echeck - Visp App


1. First, you must select a subscriber from your subscribers’ list.
2. Click on the Payments tab.
3. From the Payment Method drop-down, select eCheck.
4. Next, fill-in your subscribers’ Routing and Account Number. You may have the subscriber call their bank to get the right information.
5. Save when done. 

After you finish adding the eCheck information, you should be able to process payments from the software, or your subscribers’ can pay via their Account Manager, using their eCheck account. 

Note: E-check payment processing is currently available for the following supported merchant providers- IPPay, Authorize.net, and Propay. 

Get Support When You Want It

Visp Support Policy

Regular business hours are from 6:00 a.m. to 6:00 p.m., Pacific Standard Time (from approx. November 7 to March 12), and 7:00 a.m. to 7:00 p.m., Pacific Daylight Time (from approx. March 13 to November 6).

The Visp Success and Network Administration teams are available to assist you during regular business hours. The contact information for the people that can help you best are in the “Key Contacts” grid below.

Name Company Phone Numbers Extension Email Role Schedule
Philip Chan (971) 249-8354 6984 pchan@visp.net CS 9AM – 5PM
Aubrey Tan (541) 955-6917 6954 atan@visp.net CS 10AM – 6PM
Eden Cerrudo (541) 955-6907 6975 ecerrudo@visp.net Admin / CS 6AM – 2PM / Flexible
John Rhyl Castro (541) 507-9888 6979 jcastro@visp.net CS 8AM – 2PM
Mark Gio Amoguis (541) 955-6902 6902 mamoguis@visp.net Onboarding 6AM – 2PM
Paul Vincent Selibio (541)-955-6906 6906 pselibio@visp.net Onboarding / Training 6AM – 2PM
Rafael Salcedo (541) 955-6916 6948 rsalcedo@visp.net CS / Collections 6AM – 2PM
Ramel De La Cruz (541) 955-6909 6909 rdelacruz@visp.net Sys Admin / DevOps 7AM – 3PM
Eric Reyes (541)-955-6900 6982 jreyes@visp.net Sys Admin 6AM – 2PM

After-Hours Support

Unexpected emergencies don’t always happen during regular business hours. There may be times when you want after-hours support. To minimize your downtime, Visp’s Development and QA teams are available to resolve your emergencies from 4:00 p.m. to 12:30 a.m. Pacific Standard Time or 5:00 p.m. to 1:30 a.m. Pacific Daylight Time.

Typical after-hours support services are available to Visp customers at no cost. We do what we can to resolve all your issues. If the problem resides with Visp services, the resolution is free. The only time a charge will be applied is if the problem lies with your network and is unrelated to Visp services. To avoid a charge, be sure to eliminate your infrastructure as being the root cause of the issue and then call Visp.  

To request support services after regular business hours, open a ticket via www.visp.net/ticket

How to Login to Your VISP Client Success Portal
How to Login to Your VISP Client Success Portal - Visp App

How to Login to Your VISP Client Success Portal - Visp App

How to reset your VISP Appuser Password?
Did you or your team members forget the login and password to the VISP software? There are three ways to solve this problem, and login again to the software.

How to reset your VISP Appuser Password?

1. Click on “Forgot your password?”.

Provide your VISP username and the email address stored on file for your account.
How to reset your VISP Appuser Password?

2. Request a Password Reset from Another AppUser


How to reset your VISP Appuser Password?

If there’s an existing AppUser that has elevated permission to edit ISP and Application information in VISP, then you may request them to edit your password.

Take note that password fields have the following conditions in VISP:

How to reset your VISP Appuser Password?

Save the changes after the password is updated, and then restart the software and login.

3. Request a Password Reset from the VISP Client Success Team

Send an email to the VISP Client Success team at success@visp.net, with your phone number.

After you speak with your Client Success team to verify your identity, your password will be updated and sent to you via email thru the Secure Note service.

How to reset your VISP Appuser Password?

The link on the secure note contains your new password and can only be opened once.

Why subscriber is not receiving your emailed invoice?
One possible reason is that your subscriber’s mail server filtered it as spam.

Why subscriber is not receiving your emailed invoice?

Add VISP IP Addresses to Your Domain’s SPF Records

  • SPF or the Sender Policy Framework helps reduce email fraud and spam by identifying the servers permitted to send email on behalf of your domain. Nowadays, emails disguised as coming from you but originating outside your email server, are treated as malicious or illicit. When sending invoices through the Mass Email tool in VISP, the messages originate from the VISP mail servers instead of yours. It is recommended to include the following information in your domain SPF record, so your messages don’t get filtered or locked.include:spf.visp.net

Let us know via email success@visp.net if you want assistance making the changes above.

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