# QuickBooks Online Survey

# (opens new window) About QuickBooks Online (opens new window) Survey

To configure QuickBooks Online For WHMCS, you must obtain API keys from the QuickBooks Developer Portal.
This process involves filling out an application and completing a comprehensive survey. The survey is designed to ensure your app complies with QuickBooks' policies and requirements.
While we strongly encourage completing the survey yourself, we have provided an example in the documentation to assist you. You can find detailed instructions on obtaining the API keys here.

# API Keys

Generating API keys is the first and most important step in setting up QuickBooks Online For WHMCS.
Once you begin the process, you'll navigate through a few steps on the Intuit Developer Portal, creating an app and securing your credentials.
These keys will serve as the bridge between your WHMCS system and QuickBooks Online, enabling seamless integration.
Safeguard your Client ID and Client Secret, as they are vital for the proper operation of the module.

# General Questions

QuickBooks Online Survey: General Questions tab of the Intuit app assessment survey about compliance and sanctions

# App Information

QuickBooks Online Survey: App Information tab of the Intuit app assessment survey with build type, platform and user

# Authorization and Authentication

QuickBooks Online Survey: Authorization and Authentication tab of the Intuit app assessment with token refresh questions

# API Usage

QuickBooks Online Survey: API Usage tab of the Intuit app assessment with chosen API categories and call frequency

# Accounting API

QuickBooks Online Survey: Accounting API tab of the Intuit app assessment with QuickBooks versions, webhooks and CDC

# Payments API

QuickBooks Online Survey: Payments API tab of the Intuit app assessment with card data storage and payment receipt

# Error Handling

QuickBooks Online Survey: Error Handling tab of the Intuit app assessment with questions about API errors and logs

# Security

QuickBooks Online Survey: Security tab of the Intuit app assessment with questions about breaches, MFA and data use

# Continue with Documentation

For a complete configuration guide, including detailed instructions on setting up your API keys, synchronizing settings, and cron job configuration, please refer to the QuickBooks Online For WHMCS Documentation.
This resource will walk you through the next steps of the integration process, ensuring that you can fully set up and manage QuickBooks Online For WHMCS.