Steps to create a private QuickBooks Online (QBO) app on Intuit Developer portal
Go to developer.intuit.com and sign in or sign up for a developer profile. This account is where you will create your apps and sandboxes.
In the developer portal, go to My Hub → Workspaces and you would land up at Workspace page where you can see existing workspaces. Click on (+) to add a new Workspace.
Click on Get Started.
Fill in the Basic workspace info, then click Next.
Fill in the Company info, then click Next.
Fill in the Contact info, then click Next. Your workspace would be created. Click on Open Workspace.
Click on (+) to add a new app.
Select QuickBooks Online (Accounting) or QuickBooks Online & Payments if you need payment functionality, and enter a name for your app. If you have multiple QuickBooks files, create a separate workspace and Private App for each. For example, two QuickBooks files require two workspaces, each with its own Private App.
Click Get Started.
Name your private app and click Next.
Select both the options shown, then click Done.
Your app is now ready for testing. Click Confirm.
Click on Open app.
You will be redirected to the App Overview screen.
Open your app in the developer portal and go to Keys & Credentials.
Toggle Production on. You will notice a message, "Complete these tasks in order to unlock your production credentials".
Fill in the required questionnaire to receive your Client ID and Client Secret.
Under App details, enter your Email address, First name, Last name, Phone number and Address as shown below.
Paste these URLs under “Add your app’s end-user license agreement and privacy policy” as shown in the screenshot below:
End-user license agreement URL: https://www.mydbsync.com/content/eula
Privacy policy URL: https://www.mydbsync.com/privacy-policy
Paste these URLs under “Add your app’s host domain, launch URL, disconnect URL, and connect/reconnect URL” as shown in the screenshot below:
Host domain: www.mydbsync.com
Launch URL: https://app03.mydbsync.com/appcenter/qb/openid
Connect/Reconnect URL: https://app03.mydbsync.com/appcenter/qb/openid/connect
Under “Select at least one app category for your app”, select the relevant app category. Example categories include: Banking, Income Management, Invoicing, and Data Management.
Under “Tell us about any regulated industries that use your app”, select None of the above when no industries apply.
Under “Tell us where your App is hosted”, select your preferred country.
After completing the App details section, proceed to the Compliance section below.
In the Compliance section, click Start Questionnaire.
In the General Questions section, select the following options in the questionnaire.
Once filled, Click on Next Tab.
In the App Information section, select the following options in the questionnaire.
Once filled, click on Next Tab.
In the Authorization & Authentication section, select the following options in the questionnaire.
Once filled, click on Next Tab.
In the API Usage, select the following options in the questionnaire. Once filled, Click on Next Tab.
In the Accounting API section, select the following options in the questionnaire. Once filled, click on Next Tab.
In the Error Handling section, select the following options in the questionnaire. Once filled, click on Next Tab.
In the Security section, select the following options in the questionnaire. Once filled, Click on Submit.
Once you click Submit, you will see the following pop-up. Click OK.
Go to the Key & Credentials section. It will now display your Client ID & Client secret.
Copy and paste the Client ID and Client Secret, and store them in a secure document.
Go to Webhooks section.
Toggle on Production and in Endpoint URL field, paste this URL. Endpoint URL- https://api-platform6.dbsync.io/cw/api/v2/webhook/qbo Click Save.
Click Ok.
Scroll down and make sure you have ticked to all the Subscribed events as shown below.
Go to the Settings section, and click on Redirect URIs tab.
Under Development tab, Click on Add URI and paste this URI and click Save. Redirect URL- https://platform.dbsync.io/cw/qb/oauth2/callback
Switch to Production tab, click on Add URI, paste this URI and click Save.
Redirect URL- https://platform.dbsync.io/cw/qb/oauth2/callback
Now login to your DBSync platform and go to QuickBooks Connector.
Click Disconnect, and click OK.
Click on Advanced Properties. Enter Client ID and Secret and then click Save.
Go to Quick Setup, click on Connect to QuickBooks.
Go to Advanced Properties, Test Connection and Save Connection.
If you see multiple connections and aren’t sure which one to reconnect, feel free to reach out to our support team for help.
In addition, if you face any challenges in the above process, book a meeting with DBSync support using the link to activate your integration.
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