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Test access to QBO for C+ #49560

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mallenexpensify opened this issue Sep 20, 2024 · 12 comments
Closed

Test access to QBO for C+ #49560

mallenexpensify opened this issue Sep 20, 2024 · 12 comments
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@mallenexpensify
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Can you please:

  1. Sign into 1Password to view the credentials for QBO
  2. Sign into QBO
  3. Do something to see if you're able to test QBO like you have in the past when you worked on the integration
  4. Provide feedback in a comment on this post.

Thx

@s77rt
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s77rt commented Sep 20, 2024

I'm able to connect and link QBO however I do get an error message when syncing. Maybe the QBO account needs some initial setup, I will check in depth tomorrow

Screenshot 2024-09-20 at 11 34 55 PM

@mallenexpensify
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Thanks @s77rt , please play around a bit to see if you're able to figure some/anything out. Assume I know nothing about QBO and our integration

@hungvu193
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Yep, I got the same error with @s77rt. But I can confirmed that I can use one password for QBO credentials.

@rojiphil
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rojiphil commented Sep 23, 2024

  1. Sign into 1Password to view the credentials for QBO

Well! I got stuck at the first step itself. I accepted the invite and on sign in to 1password, I do not find any credentials for QBO. Did I miss something here?

Screenshot 2024-09-23 at 10 52 56 AM

@brunovjk
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Yep, I got the same error with @s77rt. But I can confirmed that I can use one password for QBO credentials.

Same with me:

Android: Native

Test access to QBO - Android Native 1
Test access to QBO - Android Native 2

Android: mWeb Chrome
Test.access.to.QBO.-.Android.web.mov
iOS: Native

Test access to QBO - iOS Native 1
Test access to QBO - iOS Native 2

iOS: mWeb Safari

Test access to QBO - iOS Safari

MacOS: Chrome / Safari
Test.access.to.QBO.-.Safari.mov
MacOS: Desktop

Test access to QBO - Desktop

@mallenexpensify
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@rojiphil If you click on Expensify on the right, do you see vault details there? If not, if you download the mac/PC app and sign in, do you see it there?

I'm trying to think what the next best step is here (I'm unfamiliar with QBO, connecting and the our integration). Is this where we're at?

  1. We have a parent QBO account for success
  2. I created a new client account for C+ in QBO
  3. C+ are able to access QBO via logging in at https://accounts.intuit.com/app/sign-in
  4. When C+ tries to connect their Expensify test accounts to QBO, using the credentials in 1P, they get the errors above and they're not able to connect.
  5. We need to do something to allow for unique C+ accounts to access QBO from Expensify using a single set of credentials so they can connect to QBO, then test.

Is that correct? If so, any ideas on what we need to do in/with/for step 5?

@s77rt
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s77rt commented Sep 24, 2024

@mallenexpensify I'm not sure about the reason behind the failure in step 4. I have bumped the Slack thread to have an engineer look up the error.

@rojiphil
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@rojiphil If you click on Expensify on the right, do you see vault details there? If not, if you download the mac/PC app and sign in, do you see it there?

I just tried again and I can see the credentials for QBO now. And I also get the same error as others at Step 4.

Screenshot 2024-09-25 at 1 29 15 AM

@mallenexpensify
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Internal PR is merged to fix the error

@s77rt
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s77rt commented Sep 25, 2024

The error is gone 🎉

@s77rt
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s77rt commented Sep 25, 2024

Looks good to me and importing as tags/categories works

@mallenexpensify
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Thanks @s77rt , going to close then. Comment here and/or in #contributor-plus if there are issues.

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