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Original file line number Diff line number Diff line change
Expand Up @@ -15,7 +15,48 @@ This integration supports the ability to include additional fields within our st

See [Set up the QuickBooks Online integration](/integrations/accounting/quickbooksonline/accounting-quickbooksonline-new-setup) to learn how to set up and enable the integration.

## Intuit App Partner Program

Intuit's [App Partner Program](https://blogs.intuit.com/2025/05/15/introducing-the-intuit-app-partner-program/) supports providers of applications built on Intuit's platform with higher security standards, early access to new features, and more reliable data synchronization.

If you plan to publish an app in the QuickBooks ecosystem, you must register with the partner program and fill in the [app assessment questionnnaire](https://help.developer.intuit.com/s/article/New-app-assessment-process-FAQ). We created an [App assessment questionnaire guide](/integrations/accounting/quickbooksonline/qbo-app-assessment-questionnaire) to help you answer its questions.

#### Tiered usage model

The Intuit App Partner Program operates a tiered usage model. Under this model, Intuit classifies API calls into two categories:

- Core API calls - free and unlimited routine tasks, such as creating or updating invoices, bills, and customers
- CorePlus API calls - data-heavy tasks, such as running reports or retrieving deep historical data

The [API classification for the Intuit App Partner Program](https://help.developer.intuit.com/s/article/API-classification-for-the-Intuit-App-Partner-Program) article explains how API calls are classified into Core and CorePlus.

:::caution Track API call usage to avoid extra charges

Each tier is allocated a monthly limit of CorePlus API calls, and exceeding this limit may result in additional charges. Track your app's usage of API calls to avoid this.

:::

#### Track usage

To avoid unexpected costs, track your app's usage of API calls following these steps:

1. Log in to the [Intuit Developer Portal](https://developer.intuit.com/dashboard?tab=apps).
2. Navigate to the _App dashboard_ and select the app you want to review.
3. In the left-hand menu, click **Analytics**.
4. In _Analytics_, toggle the environment to **Production**. You will see a chart detailing your Core and CorePlus usage.

#### Optimize usage

Optimizing your API call usage may reduce the overall fees owed to Intuit. We recommend the following:

- Limit the number of data refresh requests built into your product.
- Adjust the frequency of data type syncs to our recommended levels.

If you have questions about optimization, reach out to your Account Manager.

## Additional information

- [QuickBooks Online FAQ](/integrations/accounting/quickbooksonline/faq-quickbooks-online)
- [QuickBooks Online integration reference](/integrations/accounting/quickbooksonline/quickbooks-online-integration-reference)
- [Intuit App Partner Program](https://blogs.intuit.com/2025/05/15/introducing-the-intuit-app-partner-program/)
- [App assessment questionnaire guide](/integrations/accounting/quickbooksonline/qbo-app-assessment-questionnaire)
Original file line number Diff line number Diff line change
Expand Up @@ -5,7 +5,7 @@ description: "Guidance on completing Intuit's app assessment process"

## Introduction

All apps that intend to access QuickBooks Online production data must fill in a questionnaire as part of Intuit's app assessment process. Many of its questions require you to provide information about your organization and your app's use case.
All apps that intend to access QuickBooks Online production data must fill in an [App assessment questionnaire](https://help.developer.intuit.com/s/article/New-app-assessment-process-FAQ) as part of Intuit's app assessment process. Many of its questions require you to provide information about your organization and your app's use case.

However, some questions relate to Codat's integration with QuickBooks Online. We have provided guideline responses for such questions below. They are highlighted in **bold**.

Expand All @@ -27,7 +27,7 @@ There are no questions related to Codat in this section. Developers can answer a

This section has several questions related to Codat. We highlighted the responses you should choose in **bold**.

1. **Which of the following is true about your app? (At least one option must be checked)**
1. **Which of the following is true about your app? (at least one option must be checked)**

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📝 [vale] reported by reviewdog 🐶
[Google.Parens] Use parentheses judiciously.

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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('be checked').


| Option | Response |
| ------ | --------------------------------------------------------------------------------------------------------------------------------- |
Expand All @@ -49,7 +49,7 @@ After selecting option **B**, provide these answers to the follow-on questions:

This question should be answered by the app's developer.

3. **How does your app interact with Intuit product data?**
3. **How does your app interact with Intuit product data? (Select all that apply)**

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📝 [vale] reported by reviewdog 🐶
[Google.Parens] Use parentheses judiciously.


This question should be answered by the app's developer.

Expand Down Expand Up @@ -198,7 +198,7 @@ Codat doesn't use QuickBooks Online webhooks, although we have our own [webhook
| **a** | **Yes** |
| b | No |

After selecting option **A**, provide these answers to the follow-on questions:
After selecting **Yes**, provide these answers to the follow-on questions:

i. **Why do you use the CDC operation?**

Expand All @@ -224,7 +224,7 @@ ii. **How often do you poll the CDC service?**

After selecting option **E**, provide this additional information:

**Adhoc on requests for new data.**
**Ad hoc on requests for new data.**

### Error handling

Expand Down Expand Up @@ -285,3 +285,8 @@ This question should be answered by the app's developer.
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?**

This question should be answered by the app's developer.

## Read next

- Intuit's [App assessment and compliance FAQ](https://help.developer.intuit.com/s/article/New-app-assessment-process-FAQ)
- [App assessment questionnaire](https://help.developer.intuit.com/s/questionnaire) on Intuit Developer
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