- Creating an app
- App Questionnaire
- App Information
- Authorization and Authentication
- API Usage
- Accounting API
- Error Handling
- Security
- Generating Keys
- Step 1- Get authorization code
- Step 2 - Get OAuth 2.0 token
- Step 3 Make API calls
- Step 4 - Refresh access token
Creating an app
Create an app on the Intuit Developer Portal
The apps you create in the developer portal will generate unique credentials and info you’ll need to Generate Keys later.
- Sign in to your developer account.
- Select the Dashboard tab on the toolbar.
- Go to the Apps tab.
- Select + Create an app.
- Follow the on-screen steps.
When you create apps, you’ll pick your app’s scopes. Scopes limit the type of data your app can access. If your app only needs access to accounting data, select the accounting scope.
After you create your app please click on App assessment questionaire
Complete the app assessment questionnaire, first provide what
Once you have submitted and passed the questionnaire you will get the following screen and you can generate the needed keys
App Questionnaire
The first section is based on the client
App Information
Authorization and Authentication
API Usage
Question 2 select all that applies to the client which depends on the frequency they want to get data.
Accounting API
Error Handling
Security
Questions 1 and 2 need to be answered by the client
After successfully completing the questionnaire you will see the approved status
Generating Keys
- Log into the OAuth 2.0 Playground
Step 1- Get authorization code
- Select your production app
- Copy your Client ID and Client Secret
- Click all the scopes
- Click Get authorization code
Step 2 - Get OAuth 2.0 token
- Copy and save the Authorization Code and Realm ID
- Click “Get tokens” (Please note the Authorization code and Realm ID have been removed from the screenshot above
Step 3 Make API calls
- Select Accounting in the “Call APIs for” drop down menu then click “Get company info” button
- *Realm Id, and Access token is auto populate
Step 4 - Refresh access token
- Copy and save the values in Refresh token and Access token
- Access toke is a long string value to easily copy this value click within the window, once you see the cursor in the text box select all (ctrl + a) and copy (ctrl + c)