Creating or editing an endpoint for Intuit QuickBooks activity

Intuit QuickBooks endpoints provide the configuration information that the Studio and the Integration Appliance use to connect to an Intuit QuickBooks. QuickBooks uses token based authentication mechanism to authenticate and authorize users to perform operations.

The QuickBooks REST APIs are authenticated using OAuth 1.0 Required connection parameters.

About this task

Use this task to create or edit a QuickBooks endpoint.
Note: Before creating an QuickBooks endpoint, you need to download and install the QuickBooks connector.

For information about downloading and installing the connector, see Downloading and installing plug-in connectors

Any changes you make to the QuickBooks endpoint, including configuration properties, affects all the orchestrations that use that endpoint, as the edits are global, not local.

To generate the OAuth token required for access to QuickBooks, complete the following steps:

  1. Create an app on the quickbooks portal and connect to that created app. check the link for more details:

    https://developer.intuit.com/v2/ui#/app/startcreate

    Note: The default access token duration is 120 seconds but if the customer keeps it blank then the value taken is 180 days.
  2. Authorize the app through the option available on the portal; after which the Consumer Key and Consumer Secret are provided.
    Note: Consumer key and Consumer Secret will remain same. Access Token and Access Secret Token expires after the specified duration is elapsed

Procedure

  1. Drag an activity from the QuickBooks folder under the Activities tab to the Orchestration window. The Summary panel is displayed.
  2. Click Pick Endpoint from the Checklist. The Pick Endpoint panel is displayed.
  3. Click one of the following buttons:
    1. Browse - To select an existing endpoint from Project Explorer. The Project Explorer shows all the endpoints in the project available for the activity. When you select an endpoint, the endpoint properties are displayed in the Pick Endpoint panel.
    2. New - To create a new endpoint. The Create Endpoint window opens.
    3. Edit - To edit the existing endpoint. The Edit Endpoint window opens.
  4. In the Create Endpoint or Edit Endpoint pane, configure the QuickBooks endpoint as described in the following tables.
    Note: Changing the configuration properties of an endpoint affects all orchestrations that use that endpoint in the project. The edits are global, not local.
  5. Click Test Connection to confirm that the connection details are valid and you are able to connect to the QuickBooks successfully.
  6. Click OK.
Table 1. Connection properties
Property Name Label on Test Connection screen
OAuthConsumerKey OAuth Consumer Key
OAuthConsumerSecret OAuth Consumer Secret
OAuthAccessToken OAuth Access Token
OauthTokenSecret OAuth Token Secret
HostName Host Name
CompanyId Company Id



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Timestamp icon Last updated: Tuesday, 27 September 2016


https://www.ibm.com/support/knowledgecenter/en/SS3LC4_7.5.3/com.ibm.wci.doc/QuickBooks_creating_or_editing_an_endpoin.html