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.

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

6. Email verification
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7. Check for verification email
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8. Email verified!
8

9. Sign in again
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10. Email verification completed!
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11. Unable to set first/lastname?
https://accounts.intuit.com/account-manager.html
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12. Sandbox Company (FAQ)
https://developer.intuit.com/docs/0000_about_intuit_developer/0040_sandbox
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13. Sandbox Company (Management)
https://developer.intuit.com/v2/ui#sandbox
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14. Sandbox Company
UI endpoint - https://sandbox.qbo.intuit.com
API endpoint – https://sandbox-quickbooks.api.intuit.com
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15. Production Company (Trial sign up)
http://quickbooks.intuit.com/signup/
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16. Production Company (Trial sign up)
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17. Production Company (Trial sign up)
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18. Production Company (Trial sign up)
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19. Production Company (Trial sign up)
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20. Production Company
UI endpoint - https://qbo.intuit.com
API endpoint – https://quickbooks.api.intuit.com
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21. Developer Tools (API Explorer)
https://developer.intuit.com/v2/apiexplorer?apiname=V3QBO#?id=Account
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22. The Hub
https://developer.intuit.com/hub
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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?
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25. Intuit Oauth Playground (Production)
https://appcenter.intuit.com/Playground/OAuth/IA
15552000 seconds = 180 days in seconds! (default Oauth token expiration)
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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
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27. Intuit Oauth Playground (Production)
27

28. Apps.com->My Apps (Production)
https://appcenter.intuit.com/V2/MyApps/123145771868297
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29. Intuit Oauth Playground (Sandbox)
https://appcenter.intuit.com/V2/MyApps/193514315047552
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30. Intuit Oauth Playground (Sandbox)
30

31. Intuit Oauth Playground (Sandbox)
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32. Apps.com->My Apps(Sandbox)
https://appcenter.intuit.com/V2/MyApps/193514315047552
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33. Connection Report (Production)
https://developer.intuit.com/v2/ui#/connection/detailedreport?searchmode=true
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34. SDKs
https://developer.intuit.com/docs/0100_accounting/0500_developer_kits
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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
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36. Data Integration Best Practices
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❏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
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41. Troubleshooting
❏Leverage the QBO UI
❏API Explorer
❏In Production: Access to Company file
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42. Publishing (Advantage 1)
Listed on Apps.com!
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43. Publishing (Advantage 2)
1.4 million QBO subscribers can find your app within QuickBooks Online!
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44. How to publish?
https://developer.intuit.com/docs/0100_accounting/0009_publishing_and_marketing_your_app
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45. Technical Requirements
https://developer.intuit.com/docs/0050_quickbooks_api/0030_publishing_and_marketing_your_app/0005
_publishing_your_app
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46. Technical Req (UI Components)
https://developer.intuit.com/docs/0100_accounting/0060_authentication_and_authorization/widgets
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47. Technical Req (QuickBooks Connection
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48. Technical Req (Sign in With Intuit)
https://developer.intuit.com/hub/blog/2016/04/18/benefits-of-sso-and-how-it-works-
indepth
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49. Technical Req (Apps.com interaction)
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50. Security requirements
https://developer.intuit.com/docs/0050_quickbooks_api/0030_publishing_and_marketin
g_your_app/0005_security_requirements
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51. Marketing requirements
https://developer.intuit.com/docs/0050_quickbooks_api/0030_publishing_and_marketin
g_your_app/0006_complete_the_marketing_review
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52. App Card 101
https://developer.intuit.com/docs/0050_quickbooks_api/0030_publishing_and_marketin
g_your_app/0007_complete_app_card
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53. Help
https://developer.intuit.com/help
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54. Live Community(Developer)
https://intuitdeveloper.lc.intuit.com
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55. Live Community(Consumer)
https://community.intuit.com/quickbooks-online
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56. Support ticket
https://developer.intuit.com/v2/ui#/support
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57. Platform Status
http://status.developer.intuit.com/
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