Deep Dive on the QuickBooks Online API and Intuit Developer Platform

Presented by Anthony Chan and Priya Vijayakumar at the May 17, 2016 Code Works event for Intuit Developer in San Francisco

Presented by Jarred Keneally at the June 16, 2016 Code Works event for Intuit Developer in London

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
Troubleshooting Tips
Publishing Process
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3. Generic account (email alias)
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4. Access to verification code
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5. Accept TOS
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6. Email verification
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7. Check for verification email
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8. Email verified!
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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
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24. How to obtain production keys?
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25. Intuit OauthPlayground (Production)
https://appcenter.intuit.com/Playground/OAuth/IA
15552000 seconds = 180 days in seconds! (default Oauthtoken expiration)
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26. Intuit OauthPlayground (Production)
-Host Name Domain
-Launch URL
-Disconnect L
-End User License Agreement URL
-Privacy Policy URL
-Grant URL
-CallBackURL
* all of the above domain must
match
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27. Intuit OauthPlayground (Production)
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28. Apps.com->My Apps (Production)
https://appcenter.intuit.com/V2/MyApps/123145771868297
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29. Intuit OauthPlayground (Sandbox)
https://appcenter.intuit.com/V2/MyApps/193514315047552
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30. Intuit OauthPlayground (Sandbox)
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31. Intuit OauthPlayground (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 JOURNAL INVOICE
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 RATE ENTITLEMENT
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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
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Query:
❏SQL style Query language
❏Selection Criteria, Filtering, Sorting, Pagination

38. Data Integration Best Practices
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Batch:
❏Upto30 heterogeneous requests
❏Improved performance
❏Requests are independent
Request ID:
❏GUID
❏Playback feature during asynccalls

39. Data Integration Best Practices
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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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