IDN Gateway Application Registration

 

   

Welcome to the QuickBooks Online Edition Application Registration site.

 

Q: What applications need to be registered?

A: Applications interacting with QuickBooks Merchant Service (QBMS) and QuickBooks Online Edition (QBOE), both for Desktop and Hosted Web Applications need to be registered with AppReg.

  

Q: What is QuickBooks Online Edition (QBOE)?

A: QuickBooks Online Edition is a version of QuickBooks that runs in the user’s internet browser as a web service provided by Intuit rather than as a product installed on the user’s desktop. As a younger product, the Online Edition is not as full-featured as the retail version of QuickBooks (for example, it does not handle inventory items) but it does offer a number of advantages to some small businesses:

  • Access from any system that supports a web browser, any time. This is particularly good for geographically diverse small businesses.
  • Low up-front costs. Rather than spending hundreds of dollars for the desktop QuickBooks, the customer pays a modest monthly fee for their QuickBooks Online Edition account.
  • Low cost of “ownership”. Intuit handles backing up user data and maintains a secure data center, the user can rest easy knowing their company data is secure.
  • Always have the latest and greatest release of QuickBooks Online Edition with no upgrade costs.

Especially attractive to developers is the fact that you can always count on all Online Edition customers to be running the same version of the Online Edition, which greatly simplifies your code.

 

Q: What is QuickBooks Merchant Service (QBMS)?

A: QuickBooks Merchant Service (QBMS) enables processing of credit card transactions from within QuickBooks. When merchants enter customer payments into QuickBooks, QBMS can process the credit card, reconcile bank accounts and download credit card processing fees.

Merchants can also use QuickBooks Merchant Service with web shopping carts and other software from third-party developers whether or not the merchant uses QuickBooks.

  

Q: What is the difference between Beta, Test, PTC, IDNBeta, and Production?

A: Beta, Test, PTC, and IDNBeta all refer to the same environment. There are only two different environments, the test environment (with all its aliases) and the Production environment.

  

Q: Can I register my QuickBooks Online Application in Production AND Beta environments?

A: A single application may be registered in only one environment. Generally developers will register a Beta application for the development and test phase, then they would register another application (possibly with the same application login) in the Production environment. These aren't actually the same application though, since they would have distinct application ID's. Users with a Premier or Pro IDN Membership can register their applications in both environments, IDN Community Developers may only register their applications in the Production Environments.

  

Q: I registered a "Hosted" application, but now I see a "WebApp" application? What happened to hosted apps?

A: A "Web Application" (aka WebApp) is a Hosted application. Most developers recognize the meaning more quickly when the term Web Application is used.

  

Q: I'm having trouble signing a certificate for my QuickBooks Online Hosted Application?

A: I'm having trouble signing a certificate for my Application.

 

The most common certificate signing issues are:

 

1. Failing to use the "hostname:applogin" in the certificate CN

 

Note: Keytool will ask “What is your first and last name?”. This is where you would instead give the “hostname:applogin”.

 

2. Having an /email=address  string appended to the CN

 

3. Not knowing how to create a Certificate Signing Request (CSR) or how to install the resulting certificate file

 

These issues are covered in the Alpha Geek article [TAB: get title] available here http://developer.intuit.com/support/technical/?id=415

  

Q: How do I move from the Beta environment to Production?

A: Once you have completed testing with the Beta environment, you will need to register your application in the production environment. You will need to perform minimal testing with your new application in the new environment. The two environments use different accounts, so you would need to use either a production merchant account (QBMS), or company file (QBOE) with the new production registration.

 

You are welcome to use the same callback URLs (for Hosted Web Applications) if you wish, or you may use different addresses for your production instance. If you will continue doing testing with the Beta environment (which is recommended for testing of ongoing maintenance to your application) then you probably would want to separate the callback URLs by environment.

 

Q: What if my application uses both QBOE and QBMS?

A: If your application uses both QBOE and QBMS it will be necessary to register your application twice in each environment. You will have to register as a QBOE application with one application login and get an application id. You will also be required to register as a QBMS application with a separate application login and get a different application id. When you talk to QBOE you will use the appropriate application login & id. When you talk to QBMS you will use the other. Each of these requires a different certificate (since the certificate contains the application login).

 

When you are ready to move from testing to production you will have to repeat both registrations in the production environment.

 

Q: What if my callback never gets called?

A: The most common causes for this are:

 

1. You registered the wrong callback URL

 

Review your application registration information to confirm the URL

 

2. You have some firewall setting that is preventing our callbacks from coming through

 

Use Internet Explorer from outside your domain to see if it can access your site. If IE complains about the certificate, or if it makes you add the credentials, most likely our servers will fail to trust your server.

 

3. You used a certificate authority that we do not recognize, so we fail to post to the callback URL because we don't trust the site

 

The list of Certificate Authorities we are known to work with is included as an appendix to the QuickBooks Merchant Service Developers Guide [url link here]. If you used a different Certificate Authority, you may contact support to check on getting this added. However this addition requires some time for research, it may be quicker to switch to a Certificate Authority that is known to work with our solution.

 

Q: I registered an application, but I never got my verification email message. Can I just mark it active?

A: No, the purpose of the verification message is to ensure that you get mail we send at the address you registered with us. If we circumvented that system and marked your application as active, then there's no guarantee you'll get mail from us if there is a problem with your application. In that event, we have no choice but to deactivate your application.

 

If you didn't get the verification message, you need to check the email address you registered with your application. If it is correct, you need to check and see if there are spam filters that may have intercepted the message. You may edit your application information and request a resend of this mail message.

 

Q: I reconfigured my spam filters, how can I be sure application notifications would still get through?

A: You can edit your application and click "Resend Verification" to be sure you are still getting email notification on the registered address.

 

Q: I registered my application as Desktop, but I really need a Hosted Web Application, how do I change it?

A: If you edit your application you will be able to change this along with most other parameters of a registered application.

 

Q: I accidentally registered several different applications, how do I delete them?

A: Our databases don't permit removing applications.

 

Q: Isn't there a simpler way to do authentication than this?

A: We are evaluating simpler authentication mechanisms. If you would like to make a more official request for this, please post to the SDK Futures forum (http://idnforums.intuit.com/categories.aspx?catid=11) with use cases and/or a business case for this feature. This will help us prioritize this for a future release.

 

Q: My hosting provider won't permit me to install a certificate, how can I use QBMS without this?

A: You can use the Desktop model to circumvent this problem, but if your application is really a Hosted Web Application by its nature, this isn't going to get you very far. See previous answer.

 

Q: My application is working, but when I view details, it's marked as "Cancelled"?

A: There was a problem with our internal systems such that several working applications were not correctly marked. There was a problem with the previous release of AppReg that resulted in this issue. If your application is marked as cancelled in the October 2006 release of AppReg, then it's very likely it is cancelled.

 

Q: I registered applications that no longer appear in my list?

A: Applications are listed by company identification of the user who was logged in when the application was registered. If you were logged in as a different user (in a different company) when you registered an application, it wouldn't appear in your list of applications when you log in. Note: This is not the contact email address, but rather the one you used when you logged in. If you contact support, they can help you find your application and get it associated with your account.

 

Q: There are applications in my list that I did not register. Where did they come from?

A: The list of applications that is presented to you, is dependent on the company with which your login is associated (not the contact email address, but rather the one you used when you logged in). Other applications registered by people in your company will appear in your list.

 

Q: My application stopped working, when I went to check it, it is marked as "Suspended" [or “Cancelled”, or “QBNError”]?

A: If an application is misbehaving (generating inappropriate load or generating suspect traffic) we will attempt to contact you about the issue. If we cannot contact you we will suspend the application. If the problems caused by the application are sufficiently big we will immediately suspend the application and contact you afterwards.

 

For more information on application states please see the Application State Helper

 

Q: My hosting environment is changing, how do I notify Intuit so that my services continue?

A: You will need to generate a new Certificate Signing Request (CSR) with the new host information. This new certificate will need to be installed on the new system.

 

If the IP address is changing, but the hostname will remain the same, you don't even have to do this. You just need to wait for DNS routing tables to get updated. If there is an overlap necessary for uptime requirements, you are suggested to configure DNS so that it appears both your new and old IP address are valid. DNS can be configured to use your new address as primary and your old address as fallback. We will perceive this to mean you can contact us from either address. When routing tables are globally updated, and when you complete your migration, you can do another DNS update to remove the old address.

 

Q: How can I set QBMS fraud preferences for my application?

A: This is currently not available through the application registration process. You must open an IDN support ticket to update the fraud preferences. Eventually this maintenance will be available through the application registration process.

 

Q: Where can I obtain an Application ID?

A: If you are registering a QBOE or QBMS application you will get this from the registration process. If your application does not use QBOE or QBMS, you can get your application id by [the current version is linked to http://developer.intuit.com/ can we point at something better?]

 

Q: Where else can I go for help?

A: QBOE support for browser issues

 

A: QBMS support for merchant issues

 

A: QuickBooks support for desktop issues

 

A: QBSDK Documentation

 

A: AlphaGeek article on certificates

 

A: Learn more about certificates

 

A: IDN support page for all API issues

 

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