Deep Dive on the QuickBooks Online API and Intuit Developer Platform
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The document provides comprehensive guidelines for developers working with the QuickBooks API and Intuit Developer Platform. Key topics include setting up developer accounts, utilizing sandbox environments, obtaining production keys, and best practices for data integration and publishing applications. It also outlines the technical and security requirements for interfacing with Intuit's services and includes links to relevant tools and resources.
Deep Dive on the QuickBooks Online API and Intuit Developer Platform
- 1. Anthony Chan Priyadarshini Vijayakumar Intuit Developer Relations Intuit Developer Group Deep Drive: QuickBooks API & Intuit Developer Platform
- 2. Topics Developer Account Developer Tools APIs Best practices TroubleshootingTips Publishing Process 2
- 3. Generic account (email alias) 3
- 4. Access to verification code 4
- 5. Accept TOS 5
- 7. Check for verification email 7
- 11. Unable to set first/lastname? https://accounts.intuit.com/account-manager.html 11
- 14. Sandbox Company UI endpoint - https://sandbox.qbo.intuit.com API endpoint – https://sandbox-quickbooks.api.intuit.com 14
- 15. Production Company (Trial sign up) http://quickbooks.intuit.com/signup/ 15
- 16. Production Company (Trial sign up) 16
- 17. Production Company (Trial sign up) 17
- 18. Production Company (Trial sign up) 18
- 19. Production Company (Trial sign up) 19
- 20. Production Company UI endpoint - https://qbo.intuit.com API endpoint – https://quickbooks.api.intuit.com 20
- 21. Developer Tools (API Explorer) https://developer.intuit.com/v2/apiexplorer?apiname=V3QBO#?id=Account 21
- 23. How to obtain production keys? https://developer.intuit.com/v2/ui#/app/appdetail/b7rnab59sb/b7rnab59v8/production?anchor=production. settings 23
- 24. How to obtain production keys? 24
- 25. Intuit Oauth Playground (Production) https://appcenter.intuit.com/Playground/OAuth/IA 15552000 seconds = 180 days in seconds! (default Oauth token expiration) 25
- 26. Intuit Oauth Playground (Production) - Host Name Domain - Launch URL - Disconnect Landing URL - End User License Agreement URL - Privacy Policy URL - Grant URL - CallBack URL * all of the above domain must match 26
- 27. Intuit Oauth Playground (Production) 27
- 29. Intuit Oauth Playground (Sandbox) https://appcenter.intuit.com/V2/MyApps/193514315047552 29
- 30. Intuit Oauth Playground (Sandbox) 30
- 31. Intuit Oauth Playground (Sandbox) 31
- 32. Apps.com->My Apps(Sandbox) https://appcenter.intuit.com/V2/MyApps/193514315047552 32
- 35. QuickBooks REST APIs CUSTOMER ACCOUNT EMPLOYEE VENDOR ITEM DEPARTMENTCLASS TAXCODE TAXRATE TAXAGENCY TERM BUDGET PAYMENT METHOD BILL CREDITMEMO BILLPAYMENT DEPOSIT ESTIMATE JOURNALINVOICE PAYMENT PURCHASE P.ORDER REFUND REC SALES REC TIMEACTIVITY VENDOR CREDIT ACCOUNT LIST AP AGING AR AGING BALANCE SHEET CASH FLOW CUSTOMER INCOME CUSTOMER BALANCE EXP BY VENDOR GENERAL LEDGER INVENTORY VALUATION P & L SALES VENDOR BALANCE TRIAL BALANCE TAXSERVICE CDC BATCH ATTACHABLE COMPANY INFO PREFERENCES EXCHANGE RATEENTITLEMENT 35
- 36. Data Integration Best Practices 36 ❏CRUD + Query ❏sync Token ❏Read before Update
- 37. Data Integration Best Practices 37 Query: ❏SQL style Query language ❏Selection Criteria, Filtering, Sorting, Pagination
- 38. Data Integration Best Practices 38 Batch: ❏Upto 30 heterogeneous requests ❏Improved performance ❏Requests are independent Request ID: ❏GUID ❏Playback feature during async calls
- 39. Data Integration Best Practices 39 Change Data Capture: ❏Use case: Refresh local copy ❏Object list and look back period (max 30 days) Preferences: ❏Realm specific settings ❏eg: Class tracking, Custom fields ❏Advanced setting not available
- 40. Data Integration Best Practices Global Tax: ❏Sales ❏Purchase 40
- 42. Publishing (Advantage 1) Listed on Apps.com! 42
- 43. Publishing (Advantage 2) 1.4 million QBO subscribers can find your app within QuickBooks Online! 43
- 46. Technical Req (UI Components) https://developer.intuit.com/docs/0100_accounting/0060_authentication_and_authorization/widgets 46
- 47. Technical Req (QuickBooks Connection 47
- 48. Technical Req (Sign in With Intuit) https://developer.intuit.com/hub/blog/2016/04/18/benefits-of-sso-and-how-it-works- indepth 48
- 49. Technical Req (Apps.com interaction) 49