QBO 1.0: Turvo's QuickBooks Online (QBO) integration: Complete App assessment questionnaire

Previous article < Create the App

 

Important Note: This series of articles is for the QBO 1.0 integration. If you are using QBO 2.0, refer to QBO 2.0: Set Up QuickBooks Online (QBO) on the Intuit Developer Site to get started. 

After you create the app in the previous article steps, follow the steps below:

  1. Navigate to the Intuit Developer Site, where you created the app, and click Production Settings and then click App assessment questionnaire.


  2. Before you begin the questionnaire, you must select the regulated industries that your app is designed for. Click the select relevant regulated industries link.


  3. Select None of the above.


  4. Click Start questionnaire to begin.


  5. In the drop-down at the top of the page, select the app that you just created.


  6. Proceed to the questions outlined in the charts below.

 

You must complete the assessment to obtain the keys and credentials needed to complete your integration between QuickBooks Online (QBO) and Turvo. To ensure you have all of the necessary information for questions pertaining to Turvo, we’ve outlined the questionnaire and answers for you below.

Intuit estimates the questionnaire can take up to 30-40 minutes to complete. Intuit also specifies that if you are unable to answer a specific question and need to do some research, you can save a partially completed questionnaire and return to it later to finish and submit.

For more information about the App assessment questionnaire and Intuit’s process for obtaining production keys, see Intuit’s Developer Site and the App assessment and compliance FAQ.

Prior to completing the questions, select the app from the drop-down available at the top of the page.

image1.png

Then, proceed to the questions outlined in the charts below. 

For answers labeled with Enter your organization’s unique response, Turvo cannot provide guidance on those specific questions, as they depend on your organization. We recommend that you work with subject matter experts in your company to properly answer those questions. 

The Intuit Developer portal allows you to create a “Team” for each app created. Anyone who is a member of the app’s “Team” will be able to access, contribute to, save, and submit the questionnaire. You can learn more about how to set up a “Team” for your app on Intuit’s website.

Important Note: There are several "Yes" or "No" question responses provided for you in the tables below. The specific responses are provided to help you successfully complete the questionnaire. If these responses are not accurate for your company or organization, please let your Turvo representative know.

Important Note: The current version of the questionnaire might include new questions or sections that are not covered in this article.

General Questions

Question

Answer

1. Has your company ever received any complaints, lawsuits, or investigative requests from regulatory authorities or government agencies?

Enter your organization’s unique response.

2. Have you worked with legal counsel to understand any regulatory requirements to other considerations related to your business activities and use of user data?

Enter your organization’s unique response.

3. Have you reviewed and confirmed that you will comply with the security policies found here?

Yes

4. Have you reviewed and confirmed that you will comply with the Supplier Code of Conduct found here?

Yes

5. Is your app designed for either of the following:

  • To enhance, streamline, or improve yours or others’ QuickBooks experience
  • To facilitate a business process

Yes

6. Are you or any of your representatives (including owners, affiliated parties or any beneficiaries):

(i) on any sanctions lists in the countries available in the app store or (ii) doing business in any US embargoed countries (which includes the Crimea region of Ukraine, North Korea, Iran, Cuba, and the Syrian Arab Republic)?

Enter your organization’s unique response.

7. Does your application include any AI generative functionality, including but not limited to ChatGPT, ChatGPT-3 or 4, Google's BARD, conversational chatbots, etc.?

Enter you organization's unique response.


Once all of the questions are answered, click Next Tab at the bottom of the screen to proceed to the next tab of questions.

image2.png 

If you need to save your progress and return to the questionnaire at any time, you can click Save to save your place.

 

App Information

Question

Answer

1. Which of the following is true about your app?

Select the Your app acts as a platform that lets other app developers (outside your team or company) integrate with QuickBooks checkbox

1a. Please provide a link to your website

Enter app.turvo.com into the field.

1b. Provide a link to any steps you give developers so they can integrate with QuickBooks

Provide the following link: https://turvoinc.zendesk.com/hc/en-us/articles/4407911527187-How-to-enable-Turvo-s-Quickbooks-Online-integration

2. What platform(s)does your app utilize and make API calls from?

Select Web/SaaS, then click the arrow pointing to the right to transfer the option to the Chosen box.

3. How does your app interact with Intuit product data?

Select It writes data to Intuit product(s) (including Change/ECheck transactions for payment processing), then click the arrow pointing to the right to transfer the option to the Chosen box.

4. Are you building a private app for your team or business? Or do you plan to make it publicly available?

Select We’re building a private app.

5. Which types of QuickBooks Online users can use your app?

Select Only the QuickBooks Online company admin who connected the app.

6. Does your app integrate with platforms other than Intuit?

No

Once all of the questions are answered, click the Next tab at the bottom of the screen to proceed to the next tab of questions.

 

Authorization and Authentication

Question

Answer

1. Have you tested connecting, disconnecting, and reconnecting your app with a sandbox or non-production company?

Yes

2. How often does your app refresh tokens?

Select Only when access token expires from the available drop-down.

3. Does your app retry authorization and authentication requests that have failed?

Yes

4. If your app encounters an authorization or authentication error, do you ask customers to reconnect to your app?

Yes

5. Did you use the Intuit discovery document to get the latest endpoints required in the OAuth2.0 flow?

Yes

6. Can your app handle the following scenarios?

 

6a. Errors due to expired access tokens

Yes

6b. Errors due to expired refresh tokens

Yes

6c. Invalid grant errors

No

6d. CSRF errors

No

7. Does your app rely on the OAuth playground or other offline tools to get access or refresh tokens?

Yes

Once all of the questions are answered, click the Next tab at the bottom of the screen to proceed to the next tab of questions.

API Usage

Question

Answer

1. Which of the broad API categories does your app use?

Select Accounting API, then click the arrow pointing to the right to transfer the option to the Chosen box.  

2. How often does your app call our APIs for each customer?

Select Only on-demand during customer interactions with your app, then click the arrow pointing to the right to transfer the option to the Chosen box. 

Once all of the questions are answered, click the Next tab at the bottom of the screen to proceed to the next tab of questions.


Accounting API

Question

Answer

1. Which customer facing version of QuickBooks Online is your app designed for?

Select Plus and Advanced, then click the arrow pointing to the right to transfer the option to the Chosen box.

Note: If selecting more than one option, they will need to be moved to the Chosen box one at a time. 

2. 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

3. Does your app utilize any of the following features?

Select None of the above, then click the arrow pointing to the right to transfer the option to the Chosen box. 

4. Do you use webhooks for your app?

Yes, if you plan to record payments in QBO.

No, if you plan to record payments in Turvo.

4a. Is the endpoint URL active and functional?

Yes

5. Do you use the CDC operation for your app?

No

Once all of the questions are answered, click the Next tab at the bottom of the screen to proceed to the next tab of questions.

 

Error Handling

Question

Answer

1. Have you tested if your app can handle API errors, including syntax and validation errors?

Yes

2. Does your app capture the value of the intuit_tid field from response headers?

Yes

3. Does your app have a mechanism for storing all error information in logs that can be shared for troubleshooting purposes, if required?

Yes

4. Do you provide a way for customers to contact you for support from within your app?

Yes

4a. How?

Via Zendesk

Once all of the questions are answered, click the Next tab at the bottom of the screen to proceed to the next tab of questions.

 

Security

Question

Answer

1. Has your company ever had a security breach that required notification to customers or government agencies/authorities?

No 

2. Do you have a security team that regularly assesses vulnerabilities and risks for your app?

Yes

3. Are the client ID and client secret for your app stored securely?

Yes

4. Does your app use multifactor authentication?

Yes

5. Does your app use Captcha for authentication?

No

6. Does your app use WebSocket?

No

7. 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?

Select No, all Intuit customer data processed by our app is only used for the benefit of the original customer from the drop-down menu.

After you’ve completed all of the questions available in the questionnaire, click Submit. The questionnaire will be submitted to Intuit for review, which may take up to 30 minutes to complete and approve.

Once your app assessment questionnaire has been reviewed and approved, you will then be able to access your Client ID and Client secret and continue the integration process.

Next steps to configure Quickbooks Online

Continue to the next step in the QBO integration process by reviewing the Complete the Production Settings in your Intuit Developer Dashboard article in the Turvo Help Center, or by selecting another QBO integration article below. 

QuickBooks Online Integration Articles

There are several steps to integrating QuickBooks Online to your Turvo tenant. The following article links are listed in order to help you navigate through QBO integration process:

  1. QuickBooks Online integration overview
  2. Create the App in your Intuit Developer Dashboard
  3. Complete the QBO App assessment questionnaire
  4. Complete the Production Settings in your Intuit Developer Dashboard
  5. Obtain your Client ID, Client secret, and configure Redirect URIs
  6. Connect your Turvo tenant to QuickBooks Online (QBO) via Integration hub
  7. Map Turvo to your QuickBooks Online (QBO) chart of accounts
  8. Test your QuickBooks Online (QBO) integration
  9. Turvo's QuickBooks Online (QBO) integration: Troubleshooting your integration

Next article > Complete the Production Settings

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