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To setup Smart Advocate Accounting Integration with QuickBooks Online needs to provide ClientID, ClientSecret and WebHook Verifier Token. This information must be obtained on the Intuit Developer page: https://developer.intuit.com/
Sign in at https://developer.intuit.com as a client.
Agree with Intuit Terms of Service:
Fill in the welcome questions window, for example, as in the screenshot:
On the Dashboard page click Create an app button.
Select QuickBooks Online and Payments platform for create an integration app:
Specify a name and Open My Hub in right top corner of the page and click on App Dashboard or Workspaces
If you clicked Workspaces, then create a new one.
At the top menu click on Dashboard link:
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Then add info about your company:
then contact info:
Then Create an app (“+” button) and give a name for the app.
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on the next page select a accounting scope for the application you are creating:
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In the Production Settings section, in Keys & credentials menu item, the list of requirements of the conditions that must be complete:
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i.
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In the
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Add your app's end-user license agreement and privacy policy menu item set this URL’s:
End User License Agreement Url: https://www.smartadvocate.com/terms-of-service/
Privacy Policy Url: https://www.smartadvocate.com/privacy-policy/
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Add the App URLs on the next step.
Host Domain: app.smartadvocate.com
Launch URL: https://app.smartadvocate.com/SA
Disconnect URL: https://app.smartadvocate.com/SA/loginAccountingIntegration.aspx?wauldisconnect=0true
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select your app's main use cases in the Categorize your app.
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m. In the Production Settings menu item specify 
Specify the industries in which the application is used in Tell us about regulated industries that use your app section.
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n. In the Production Settings menu item, select 
Select where the app is hosted.
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o. In the Production Settings menu item, select countries you accept connections from.
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Complete the app assessment questionnaire
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q. After review by the QuickBooks Online team (about a few hours) in the Production Settings section, in App assessment questionnaire menu item, the status of the submission will change:
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r. Please provide ClientId and ClientSecret keys to the Smart Advocate team. Values is a Client ID and Client Secret from Keys & credentials page.
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s. In the Production Settings section, in the Keys and Credentials menu item, enter a redirect URI value. Specify the URL of the accounting integration auth page of the app. https://app.smartadvocate.com/qboapi/Auth.aspx
After entering, click the Save button.
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on the Compliance tab.
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Q&A of app assessment questionnaire
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Has your company ever received any complaints, lawsuits, or investigative requests from regulatory authorities or government agencies?
No
Have you worked with legal counsel to understand any regulatory requirements or other considerations related to your business activities and use of user data?
Yes
Have you reviewed and confirmed that you will comply with the security policies found here?
Yes, I confirm that my app will comply with the security policies found above.
Have you reviewed and confirmed that you will comply with the Supplier Code of Conduct found here?
Yes, I confirm that my app will comply with the Supplier Code of Conduct found above.
Apps that use Intuit APIs (whether public or private) need to be relevant and clearly related to QuickBooks, accounting, payments, workflows, finance, and other acceptable uses. Is your app designed for either of the following:· To enhance, streamline, or improve yours or others’ QuickBooks experience· To facilitate a business process (e.g. syncing QBO data to another service)
Yes
Are you or any of your representatives (including owners, affiliated parties, associated parties or any beneficiaries):
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· (ii) located or doing business in Russia, and/or any of the US embargoed countries (which includes the Crimea region, Donetsk People's Republic (DNR), Luhansk People's Republic (LNR) of Ukraine, North Korea, Iran, Cuba, and the Syrian Arab Republic)jurisdictions subject to comprehensive embargoes or comprehensive sanctions, as relevant under applicable law, including Cuba, Iran, North Korea, Syria and the regions of Crimea, Zaporizhzhia and Kherson, the Donetsk People’s Republic (“DNR”) and Luhansk People’s republic (“LNR”), in Ukraine, and Russia?
o No
Does your application involve any generative AI functionality, including but not limited to ChatGPT, GPT-3 or 4, Google’s Gemini, conversational chatbots, etc.?
o No
App Information
Which of the following is true about your app (at least one option must be checked):
You built your app from scratch and wrote the code that lets it interact with Intuit APIs and data
What platform(s) does your app utilize and make API calls from? (Select all that apply)
Web/SaaS
Web/Browser
How does your app interact with Intuit product data? (Select all that apply)
it reads data from Intuit product(s)
It writes data to Intuit product(s) (including Charge/ECheck transactions for payment processing)
Are you building a private app for your team or business? Or, do you plan to make it publicly available?
Select a private app.
Which types of QuickBooks Online users can use your app?
Any user of the QuickBooks Online company
Does your app integrate with platforms other than Intuit?
No
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Which of the broad API categories does your app use? (multiple choice)
Accounting API
How often does your app call our APIs for each customer? (multiple choice)
Daily
Accounting API (skip it you you don’t see this question)
Which customer-facing version of QuickBooks Online is your app designed for? (Select all that apply)
Plus
Advanced
Users often change versions of QuickBooks Online. This means they may get access to new features, or lose certain features, at any time. Can your app handle situations where users gain or lose access to version-specific features?
No
Does your app utilize any of the following features ? (Select all that you've verified and thoroughly tested)
None of the above
Do you use webhooks for your app?
Yes
Is the endpoint URL active and functional?
Yes
Do you use the CDC operation for your app?
Yes
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Has your company ever had a security breach that required notification to customers or government agencies/authorities?
No
Do you have a security team that regularly assesses vulnerabilities and risks for your app?
Yes
Are the client ID and client secret for your app stored securely (i.e. not hardcoded within your app or displayed in browser console logs)?
Yes
Does your app use multi-factor authentication?
Yes
Does your app use Captcha for authentication?
No
Does your app use WebSocket?
No
Once a customer's Intuit data is in your system, do you allow it to be used by or shown to anyone other than that customer?
No, all Intuit customer data processed by our app is only used for the benefit of the original customer
After review by the QuickBooks Online team (about a few hours) in the Production Settings section, in App assessment questionnaire menu item, the status of the submission will change:
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17. After app approval you can see Client ID and Client Secret from production settings. Please provide it to SmartAdvocate team.
Add this URL to RedirectURL’s tab:
https://app.smartadvocate.com/SA/AccountingIntegration.aspx
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Also please check if United States is selected in Accepted Connections
