How to set up an Intuit QuickBooks app for the eform Payment field

The Payment field offers many payment options, including Intuit QuickBooks.

To connect your QuickBooks to the payment field, you need to create an app in the Intuit Developer platform.
You can review the Intuit documentation here:
https://developer.intuit.com/app/developer/qbo/docs/get-started/start-developing-your-app

Table of Contents

• How to create an Intuit QuickBooks app
• How to obtain your Development Client ID and Client Secret
• How to set up your app up for Development testing
• How to use your Development Client ID and Client Secret in the Payment Field
• How to push your app to Production
• Obtain your Production Client ID and Client Secret
• How to use your Production Client ID and Client Secret in the Payment Field
  
   

How to create an Intuit QuickBooks app

1. Go to https://developer.intuit.com/app/developer/homepage
2. Sign in with your Intuit account
3. Click on My Hub > App dashboard from the upper-right corner of the toolbar.
   
4. Select the app card with a + to create a new app.
   
5. Create an app name and click Next
6. Click on com.intuit.quickbooks.payment and then click Done
   
7. Confirm your app permissions by clicking Confirm
8. Now that you have set up the app, you can just click on Open App in the bottom left of the splash page.
   
9. This will take you to the App Overview, where you can obtain your Key and Credentials, adjust your permissions and settings, among other things.
   

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How to set up your app up for Development testing

Before you move your app into production, you need to set it up to function with the sandbox option on our payment gateway field for your testing purposes.

1. Once you are in the App Overview
2. On the left menu, click on Settings
   
3. Click on App URLs at the top
4. Click on Development
5. Enter the Host domain: private.filesanywhere.com
   Note: If you have a vanity URL, you will enter that instead.
6. Enter the Launch URL: https://private.filesanywhere.com/not_used
   Note: If you have a vanity URL, you will enter that with "/not_used" at the end
7. Enter the Disconnect URL: https://private.filesanywhere.com/not_used
   Note: If you have a vanity URL, you will enter that with "/not_used" at the end
8. Click Save
   
9. Click on Redirect URLs
10. Click on Development
11. Enter https://private.filesanywhere.com/lite/quickbooks/HandleRedirect
    Note: If you have a vanity URL, you will enter that with "/lite/quickbooks/HandleRedirect" at the end
12. Click Save
    

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How to obtain your Development Client ID and Client Secret

Before you move your app into production, you can test your app with the developer client ID and Client secret

1. Once you are in the App Overview
2. On the left menu, click on Keys and credentials
   
3. Development should be automatically selected
4. Click on Show Credentials
5. Your Client ID and Client secret will be displayed
   

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How to use your Development Client ID and Client Secret in the Payment Field

1. Add the Payment field to your eForm
2. Click on Intuit QuickBooks
3. Check the box for Sandbox Mode
4. Enter your Development Client Id and Client Secret
5. Click on Authorize Transaction and enter in your QuickBooks credentials
   
6. This will allow you to perform test transactions with your eform before making it live in production
7. Go here for mock card data for testing: http://developer.intuit.com/app/developer/qbpayments/docs/workflows/test-your-app
    

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How to push your app to Production

1. Once you are in the App Overview
2. On the left menu, click on Settings
   
3. Click on App URLs at the top
4. Click on Production
5. Enter the Host domain: private.filesanywhere.com
   Note: If you have a vanity URL, you will enter that instead.
6. Enter the Launch URL: https://private.filesanywhere.com/not_used
   Note: If you have a vanity URL, you will enter that with "/not_used" at the end
7. Enter the Disconnect URL: https://private.filesanywhere.com/not_used
   Note: If you have a vanity URL, you will enter that with "/not_used" at the end
8. Click Save
   
9. On the left, click on Keys and credentials
10. Click on Production
    
11. Now you need to fill out additional information for your app.  The "Review your Intuit Developer Portal Profile and verify your email" and "Add your app's host domain, launch URL, and disconnect URL" are already completed.
    
12. Review and complete: Add your app's end-user license agreement and privacy policy
13. Review and complete: Select at least one category for your app
14. Review and complete: Tell us about any regulated industries that use your app
15. Review and complete: Tell us where your app is hosted
16. Under Tell us where your app is hosted select your country
17. Delete the IP address.  That is not required.
18. Click Next
    
19. Click on Compliance
20. Click on Start questionnaire
    
21. Fill out the General Questions
22. Under App Information, select You were asked to create this app to get credentials/keys to be used on another platform that integrates with QuickBooks

23. Provide a link to the instructions that told you to create a new app. 

    Copy and paste the below article's URL: 

    https://support.filesanywhere.com/hc/en-us/articles/39867199232141-How-to-set-up-an-Intuit-QuickBooks-app-for-the-eform-Payment-field

24. For Have you added some form of Re-CAPTCHA to your site or app to prevent fraudulent transactions?, select Yes, My site or app provides reCaptcha
25. Click Submit
    
26. Click Yes to confirm
27. On the left, click on Settings
    
28. Click on Redirect URLs
29. Click on Production
30. Enter https://private.filesanywhere.com/lite/quickbooks/HandleRedirect
    Note: If you have a vanity URL, you will enter that with "/lite/quickbooks/HandleRedirect" at the end
31. Click Save
    

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Obtain your Production Client ID and Client Secret

After submitting your app for production, you can obtain these items by following the steps below.

1. Click on Keys and credentials
   
2. Click on Production
3. Click on Show Credentials
4. Your Client ID and Client secret will be displayed
   

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How to use your Production Client ID and Client Secret in the Payment Field

1. Add or edit the Payment field in your eForm
2. Click on Intuit QuickBooks
3. Make sure Sandbox Mode is not selected
4. Enter your Production Client Id and Client Secret
5. Click on Authorize Transaction and enter in your QuickBooks credentials
   
6. A prompt will appear requesting that you allow the app to connect to your QuickBooks environment.
7. Click Connect
   
8. This will connect the Payment field to send transactions to your Production QuickBooks environment

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Have Questions?

If you need help or have additional questions, please contact us.