Creating the QuickBooks Online App

Overview

You will need to set up the QBO App so that you can copy the Client ID and Client Secret into the Consumer Key and Consumer Secret in your Sugar Instance.

The purpose of the Client ID and Client Secret is to give you a username and password. Without the Client ID and Client Secret, the integration has no way of Authenticating with QBO. During this Authentication process, the Client ID and Client Secret are used along with the Redirect URL to validate Sugar and provide Sugar/the integration with some tokens that are then used to validate our requests from Sugar to QBO for data.

This guide will walk you through the steps for creating the QuickBooks Online App.

NOTE 1: You will need to be logged in to your QuickBooks Online Account.

NOTE 2: The latest product package version for this product is 4_0_26, compatible with Sugar version 14.2.0

Steps

1. Navigate to https://developer.intuit.com/ and click on Sign In.

2. Once you are logged in click on My Hub>App dashboard.

3. Then click on the box with the + sign.

4. Select QuickBooks Online and Payments.

5. Give your app a name, following the naming guidelines under View naming guidelines and click on Next. 

We suggest <your company name here> Sugar Integration for the name.

6. Add both available permissions, then click on Done.

You will be prompted to confirm the chosen permissions. Click on Confirm on the pop-up window.

7. Now click on Open App.

8. On the next screen chose Get production keys.

9. After confirming your Developer Portal Profile and verifying your email by clicking Next, enter your Sugar instance URL, under End-user license agreement URL. Enter the same full Sugar URL link under Privacy policy URL. Then click on Next.

10. In the next step enter your Host domain, the Sugar link entered above without the https://. For the Launch URL and Disconnect URL enter your full URL again, including https://. Click on Next.

11. Under Category chose Accounting. 



12. In the next step, you can chose your company's industry or None of the above. Then click Next.

13. Now provide the country where your app is hosted from the dropdown list. There is no need to provide the IP address. Click on Next.

14. Next you will need to complete a compliance questionnaire. Click on Compliance on the left-hand menu.

15. Click on Start questionnaire.

16. Provide the answers according to your organization's profile. Make sure the answers are accurate. After clicking on Submit you will be prompted to confirm your choices in a pop-up screen. Click on Confirm.

17. On the next page, under App information, choose the last answer You were asked to create this app in order to get credentials/keys to be used on another platform that integrates with QuickBooks and insert this guide's URL in Provide a link to the instructions that told you to create a new app.
https://pdi-fayebsg.zendesk.com/hc/en-us/articles/5258666568596-Creating-the-QuickBooks-Online-App 

18. For the question Have you added some form of Re-CAPTCHA to your site or app to prevent fraudulent transactions? chose option No. My app does not process payments.

On the confirmation pop-up click on Yes.

19.  Refresh the developer page. In order to receive the API keys the app needs to appear as Approved.

Note: It may take up to an hour for the app to be approved.

20. For the next step click on Keys and credentials.

21. Choose the Production instance and activate Show credentials. These are the keys you need to insert in your Sugar instance. You can copy these by clicking on the copy icon on the right.

22. After you have completed the above you will need to copy your Client ID and Client Secret into the Consumer Key and Consumer Secret respectively in the QuickBooks Online Integration Configuration section in your Sugar Instance.

23. Insert the information in step 22 above in your Sugar instance under Admin>QuickBooks Online Integration>QuickBooks Online Integration Configuration. Click on Save QB OAuth Details, then Connect to QuickBooks. For further details on the integration please refer to these guides: https://pdi-fayebsg.zendesk.com/hc/en-us/sections/4417790012564-QBI-Online 

You have completed the QuickBooks Online App setup. Once you have authorized your Sugar instance (and activated the sync) the integration will be ready to sync.