Production App Setup

This guide walks you through setting up production credentials for your QuickBooks app. Production credentials allow your integration to access real QuickBooks company data (not just sandbox test data).

Prerequisites

Before you begin production setup:

• You must have created your QuickBooks app
• You need to have the following ready:
  • Privacy Policy URL (publicly accessible)
  • End-User License Agreement (EULA) URL (publicly accessible)
  • Your app’s host domain information

Note: You can proceed directly to production setup without testing in Sandbox. Sandbox testing is optional based on your preference.

When You Need Production Credentials

Use Development credentials when:

• Testing and developing your integration
• Working with QuickBooks Sandbox companies
• Internal team testing
• You’re not ready to handle real customer data

Switch to Production credentials when:

• You’ve completed all development and testing
• You’re ready to launch to real customers
• You need to access real QuickBooks company data
• You’re deploying your integration publicly

Important: You cannot use development credentials with production QuickBooks companies, and vice versa. They are completely separate environments.

Step 1: Navigate to Production Tab

1. Sign in to the Intuit Developer Portal 
2. Go to My Apps and select your QuickBooks app
3. Navigate to Keys & credentials
4. Click on the Production tab

Note: When you first click the Production tab, you’ll be prompted to fill in app details before production keys are created.

Step 2: Fill in App Details

The App Details section contains information about your application. Expand each collapsible section and provide the required information:

End-User License Agreement (EULA) URL

1. Enter your EULA URL (e.g., https://yourdomain.com/terms)
2. This must be a publicly accessible webpage
3. The EULA should outline terms of use for your application

Tip: If you don’t have a EULA, you can use template services or consult with legal counsel to create one appropriate for your integration.

Privacy Policy URL

1. Enter your Privacy Policy URL (e.g., https://yourdomain.com/privacy)
2. This must be a publicly accessible webpage
3. Should explain how you collect, use, and protect user data

Important: Your privacy policy must disclose how you handle QuickBooks data and comply with Intuit’s data handling requirements.

Host Domain

1. Enter your application’s host domain (e.g., yourdomain.com or hubspot.structur.app)
2. Do not include https:// or paths
3. This is the primary domain where your application is hosted

Launch URL

1. Enter the URL where users access your application (e.g., https://yourdomain.com/ or https://app.yourdomain.com/dashboard)
2. This is typically your app’s homepage or main dashboard
3. Must be a complete URL including https://

Disconnect URL

1. Enter the URL where users can manage or disconnect their QuickBooks connection (e.g., https://yourdomain.com/settings or https://yourdomain.com/integrations)
2. Should link to a page where users can revoke access
3. Must be a complete URL including https://

App Category

1. Select the category that best describes your app
2. Common categories include:
   • Accounting
   • Business Management
   • CRM
   • Data Management
   • Finance
   • Reporting

For HubSpot Integration: Select “CRM” or “Data Management” depending on your primary use case.

Regulated Industries

1. Select whether your app is used in regulated industries
2. Options typically include:
   • Healthcare
   • Financial Services
   • None of the above

Tip: Select “None of the above” unless your integration specifically targets regulated industries with special compliance requirements.

Country and IP Address

1. Enter the country where you or your business is located
2. Enter your public IP address
3. This information helps Intuit comply with regional regulations

Note: To find your IP address, you can search “what is my IP” in Google.

Step 3: Complete Compliance Questionnaire

After filling in app details, you’ll need to complete a compliance questionnaire:

App Information

1. Navigate to the Compliance section
2. Click Start questionnaire
3. In the App Information tab, answer the questions about your app

Common questions include:

• Why were you asked to create this app?
  • Select appropriate option (e.g., “You were asked to create an integration with QuickBooks”)
• App documentation link:
  • Provide link to your setup documentation (e.g., https://hs-apps-docs.vercel.app/docs/quickbooks-invoicing/intuit-developer-setup/create-intuit-app)

Complete All Required Sections

Work through all sections of the questionnaire:

• Answer all required questions honestly
• Provide accurate information about data usage
• Explain how your app integrates with QuickBooks
• Describe data security measures

Important: Intuit reviews these responses to ensure your app complies with their policies and protects user data appropriately.

Step 4: Create Production Keys

Once you’ve completed the app details and compliance questionnaire:

1. Review all your information for accuracy
2. Click Create a Production Key button
3. Intuit will generate your production credentials
4. You’ll see your Production Client ID and Client Secret appear

Note: This process may take a few moments. Once completed, your production credentials will be visible in the Production tab of Keys & credentials.

Step 5: Configure Production Redirect URIs

Just like with development credentials, you need to configure redirect URIs for production:

1. In the left navigation menu, click Settings
2. Click on the Redirect URI tab
3. In the Production section (not Development), click Add URI
4. Enter your production redirect URI:

   https://hubspot.structur.app/quickbooks/oauth-callback

5. Click Save

Important: Production redirect URIs must match exactly. For this integration, it’s the same URL as development, but you must add it separately in the Production section.

Step 6: Get Production Credentials

Your production credentials are now ready!

Copy Production Client ID

1. In the Keys & credentials → Production tab
2. Locate the Client ID field
3. Click Copy to copy your production Client ID

Copy Production Client Secret

1. Locate the Client Secret field
2. Click Show to reveal the secret
3. Click Copy to copy your production Client Secret

Note: Your production credentials are always accessible in the Intuit Developer Portal at Keys & credentials → Production tab whenever you need them.

Next Steps

With production credentials ready:

1. Configure Production Environment in HubSpot - Switch from Sandbox to Production
2. Test with Real Data - Carefully test with a real QuickBooks company (consider using your own company first)
3. Monitor Integration - Watch for errors and ensure data syncs correctly
4. Deploy to Users - Once tested, you can roll out to customers

Recommendation: Test thoroughly with your own QuickBooks company before giving production access to customers.

Troubleshooting

Cannot create production keys

Issue: The “Create Production Key” button is disabled or missing

Solutions:

• Ensure all app details are filled in completely
• Complete all required compliance questionnaire sections
• Check for any error messages or missing fields
• Verify your Privacy Policy and EULA URLs are accessible
• Refresh the page and try again

Production credentials not showing

Issue: After creating production keys, credentials don’t appear

Solutions:

• Wait a few moments and refresh the page
• Make sure you’re viewing the Production tab (not Development)
• Check if there’s a pending review or approval message
• Contact Intuit Developer Support if credentials don’t appear after 24 hours

Invalid Privacy Policy or EULA URL

Issue: Intuit rejects your Privacy Policy or EULA URL

Solutions:

• Ensure URLs are publicly accessible (not behind login)
• Verify URLs use HTTPS (not HTTP)
• Check that pages load without errors
• Ensure content is actually a privacy policy/EULA (not a placeholder)
• Make sure privacy policy mentions QuickBooks data handling

Compliance questionnaire unclear

Issue: Unsure how to answer questionnaire questions

Solutions:

• Answer as accurately as possible based on your integration
• For “Why were you asked to create this app”, select the option that mentions integration/connection with QuickBooks
• Provide your documentation link when requested
• Be honest about data usage and security practices
• Contact Intuit support if you need clarification on specific questions

Wrong credentials in wrong environment

Issue: Accidentally used development credentials in production (or vice versa)

Solutions:

• Double-check which environment you’re configuring
• Keep separate secure notes for development vs production credentials
• Look at the environment label when copying credentials
• When testing, always start with a sandbox company to verify environment
• Update your HubSpot configuration to use the correct credential set

Important Considerations

Data Security

When using production credentials:

• You’re accessing real business financial data
• Extra care must be taken with security
• All data must be encrypted in transit and at rest
• Follow all Intuit security requirements
• Regular security audits are recommended

Compliance

• Your app must comply with Intuit’s Developer Agreement
• Follow data retention policies
• Implement proper error handling
• Respect API rate limits
• Monitor for suspicious activity

Support

• Be prepared to support users with connection issues
• Have documentation ready for customers
• Monitor API usage and errors
• Keep contact information current with Intuit

Additional Resources

• Intuit Production Readiness Checklist 
• QuickBooks API Rate Limits 
• Data Security Best Practices 
• OAuth 2.0 in Production