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

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.

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

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

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. 

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

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