Create a QuickBooks App

QuickBooks decided to end OAuth 1.0 support for all their apps by the end of January 2020. This was done for security reasons and you can read more information about the OAuth 1.0 to OAuth 2.0 migration efforts on the QuickBooks API documentation pages.

STEP 1 - Developer Portal

Navigate to https://developer.intuit.com/ and click on Sign In at the top right-hand side. You will see the login screen below.

Open

STEP 2 - Login

Use the same login and password as you would when accessing your LIVE QuickBooks account.

STEP 3 - Create a new app

After a successful authentication click on My Apps at the top right and you will be redirected to the QuickBooks app dashboard. It should look similar to this:

Open

STEP 4 - Create a new app

Click the blue-button at the top of the page with the following label: + Create an app

Click on QuickBooks Online and Payments box and fill out a form on the next image.

The app name can be anything, but we recommend you use a descriptive name (eg. Integration with mystore.com)

The scope should be set to Accounting.

Click on Create app button.

STEP 5 - App configuration

Click on Production Settings

• Terms of Service Links

  • EULA - a link to your site (technically this can be any URL since the only user of this app will be you.

  • Privacy policy URL - same as above. Noone besides you should be using this app.

• Tell us about regulated industries that use your app

  • Choose the industry for your business

• Where is your app hosted?

  • Choose the country where your Magento is hosted.

• App URLs

  • Host Domain - is your website (eg. http://mystore.com )

  • Launch URL: Magento QuickBooks Online Integration

  • Disconnect URL: https://powersync.biz/quickbooks-disconnected

• Scope of the ApI:

  • com.intuit.quickbooks.accounting

• Categorize your app

  • Should be set to Accounting.

Click Save.

STEP 6 - App assessment questionnaire

On each page click save to ensure the answers are saved and if you can`t finish the questionnaire by some reasons right now the next time you enter answers will be already populated.

• General Questions

  • This is info about your company

• App information

  • Which of the following is true about your app (at least one option must be checked):

    • App Instructed

      You were asked to create this app in order to get credentials/keys to be used on another platform that integrates with QuickBooks

      • populate input with link to current page: Create a QuickBooks App

  • Have you added some form of Re-CAPTCHA to your site or app to prevent fraudulent transactions?

    • As it is magento integration - select Yes.

• Payments/Money Movement

  • Does your app use the Intuit platform as a payment processor?

    • No, as we use magento side payments

• Describe the types of transactions that your app enables (either directly or indirectly).

  • Invoices, bills, products, sales Receipts, Customers, payments, companies, taxes, payment methods, refunds

• Do you either have (i) agreements with banks or payment processors to provide the services on your behalf or (ii) licenses to provide those services?

  • Yes

    • we use magento payment processors and for configuring those we subscribe the payment agreements with payment providers

  • Or select NO if not

• If you provide payment services, are you responsible for regulatory compliance and reporting to applicable agencies (including instances of fraud)?

  • NO

    • all of those are made via magento functionality

  • Or select Yes if not

Click Submit.

STEP 7 - Keys and OAuth

• Keys

  • This is where you will get the Client ID and Client Secret

  • You will need to populate these in Magento Admin

• Redirect URIs

  • Click on Add URI

  • Copy-paste the callback URI from the Magento (see the TNW QuickBooks > General configuration page)

Click Save.

FINAL STEP

Go to Configuration: Connecting to QuickBooks to connect your app to Magento.