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QuickBooks Connector OAuth 2.0 Prerequisites

Prerequisites

Note

QuickBooks Connector OAuth 2.0 is supported on a Harmony Private Agent Group. The connector is not supported on Harmony Cloud Agent Groups.

Active QuickBooks Online subscription

Warning

All existing QuickBooks users are required to migrate to OAuth 2.0 authentication by December 17, 2019. See the Intuit Developer Blog Post April 10, 2019 and the Intuit OAuth Blog for additional information.

An active QuickBooks Online subscription is required. Note that the QuickBooks Desktop version is not supported.

  • I am New to QuickBooks Online: If you do not have a QuickBooks Online production account, you can sign up for a free trial at https://quickbooks.intuit.com/pricing/. All QuickBooks accounts created after July 17, 2017 will be required to use OAuth 2.0 authentication to connect the Harmony QuickBooks Connector with your QuickBooks Online account. Go to QuickBooks OAuth 2.0 Sandbox Account and follow the remaining steps in this document to start working with the QuickBooks Connector

  • I Use an Existing QuickBooks Online Account: If you have an existing QuickBooks Online production account that is currently being used to record your day-to-day financial activities, you may be using OAuth 1.0a authentication. Determine which of the following applies to your QuickBooks account:

    • If your QuickBooks account was active prior to July 17, 2017, but you never created an app associated to this account, your account is required to use OAuth 2.0 authentication. Verify with your QuickBooks developer or administrator that an app has not been developed for your account. In this case, go to QuickBooks OAuth 2.0 Sandbox Account and continue setting up the QuickBooks Connector with OAuth 2.0 authentication.

    • If your QuickBooks account was** active prior to July 17, 2017, and **apps were developed prior to July 17, 2017, your account was previously required to use OAuth 1.0a authentication.

      • Verify with your QuickBooks developer or administrator that an app(s) does exist for your account and was developed prior to July 17, 2017.

      • All existing QuickBooks users are required to migrate to OAuth 2.0 authentication by December 17, 2019. See the Intuit Developer Blog Post April 10, 2019 and the Intuit OAuth Blog for additional information.

      • If your QuickBooks account has already migrated to OAuth 2.0 authentication, go to QuickBooks OAuth 2.0 Sandbox Account and continue setting up the QuickBooks Connector with OAuth 2.0 authentication.

QuickBooks OAuth 2.0 Sandbox Account

It is recommended to use a QuickBooks sandbox account for testing and development purposes. The documentation on the following pages is written to walk you through setting up a test integration prior to implementation in a production environment.

Your QuickBooks Online account should already have at least one sandbox environment by default. This is accessible via https://developer.intuit.com/ under Docs & Tools> Sandbox > Go to company.

If you would like to create additional sandboxes for testing purposes, refer to QuickBooks product documentation.

Harmony Private Agent(s) and Design Studio version 8.29.2 or later

The Harmony QuickBooks Connector is supported on Private Agents. The Harmony Agent(s) and Harmony Design Studio must be version 8.29.2 or higher to connect with QuickBooks using OAuth 2.0 authentication. Please ensure you are running version 8.29.2 or later before continuing with this documentation. For more instruction, refer to Finding My Jitterbit Version as well as Installing Jitterbit Design Studio on Windows or Installing Jitterbit Design Studio on macOS, and Installing a Harmony Windows Agent or Installing a Harmony Linux Agent.

You can also get the latest version of Jitterbit Studio and upgrade Jitterbit Private Agents via the Management Console.

If you are not already a Harmony customer, you can register for a free 30-day trial at http://www.jitterbit.com/ by clicking on Free Trial.

Guide to Integration

Once you have both Harmony and QuickBooks Online active, you can proceed with the remaining documentation. This documentation will guide you through using Harmony to integrate your QuickBooks Online instance with other programs and applications.

Next Step: QuickBooks Connector OAuth 2.0 - Create QuickBooks App