Intuit Partner Platform Release Notes

 

 

NOTE: Please go to the following location to read the release notes:

 

https://ipp.developer.intuit.com/Release_Notes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

This document describes the latest release of the Intuit Partner Platform, including Data Services, Workplace App Center user interface enhancements, and platform infrastructure development. Also, the release notes for earlier releases follow. These releases are documented here:

Release 2.16

Release 2.15

Release 2.14

Release 2.13

Release 2.12

Release 2.11

For releases prior to version 2.11, see the Release 2.10 and Earlier Release Notes.

 

Release 2.16

May 5, 2011

New Features

Intuit App Center

Search: A new Search feature has been added to the site allowing for free form text searches. The search will find matching apps containing all the entered keywords. Searches will generate a matching URL that can be bookmarked or shared. Keywords, attributes, and categories will all be contained in the URL.

Search Attributes: Apps can now be assigned Search Attributes (like “Free” or “Works with QuickBooks”) by IPP Marketing. These Search Attributes are displayed in the new “More search options panel” and are included in the new Search URLs that can be bookmarked or shared.

All Apps Enhancements: The new Search Attributes have been added to the All Apps page for easy filtering by the new App Attributes (in addition to the existing Category filters).

Intuit Partner Platform

Developer interface: The developer interface (creating new apps, links for publishing/managing apps) has been changed to allow for easier management of apps. Applications in the my apps page can now be viewed in “list” mode and all apps are searchable by name. This will make it easier to find and manage all your applications.

Reports: New Customer Cancellation report.  Create your own reports or download them for offline viewing (in csv format). Easily view cancellation data using the from/to date filters. The Cancellation reports show Customer Name, Customer Email, App Dbid, Plan Name, Phone Number and Start/Cancel dates.

In-app billing (private Beta): With in-app billing, you can charge your customers with a separate API call for each charge at any time. IPP handles the authorization of the charges and the billing to customers. Your application implements the authorization flow with the API calls to execute the charge. Contact Developer Support if you are interested in participating in the private beta release of this feature.

Automatic Schema Upgrade: With this feature, if the current application instance does not have the latest version of the schema, IPP will automatically update the application's schema. Prior to that release, federated applications and IPP-hosted applications created without the IPP Flex or SBL Eclipse tools were responsible for upgrading the schemas. These applications performed this function by checking for the latest version and then calling API_UpdateSchema. For IPP-hosted applications created with the IPP Flex or SBL Eclipse tools, upgrading the schema has always been "automatic." See Automatic Schema Upgrade.

OAuth tokens in SAML assertion: IPP now provides for OAuth tokens along with the existing authentication signatures returned in the SAML assertion that authenticates API calls. IPP now supports API calls authorized with either SAML tickets (username/password style authentication) or OAuth tokens. Eventually, IPP will phase out the use of SAML tickets, and OAuth tokens will be the only supported authorization signature type for API calls. In addition to providing a uniform means to authenticate with IPP Services, OAuth tokens can be obtained for the purpose of unattended process execution - the client can call the server without the requirement that the user be logged in for the authentication to remain in effect. See Security with SAML.

Intuit Data Services – QuickBooks Windows Desktop

New Entities and Operations

The following entities have been updated with new operations:

·         Check – create, update

·         PurchaseOrder – create, read, update

·         JournalEntry - create, update

Documentation Updates

·         Data Synchronization

o   Status - contains information about the sync status of Quickbooks entities.

o   SyncActivity - contains information about Quickbooks syncs for a specified time period.

·         Querying for objects in error (ErrorObject)

Product Feature Changes

·         Objects in transit state 6 (i.e. being written back to QuickBooks) are now being returned as part of normal query.

·         Any attempt to modify/delete an object in transit state will result in 20889 error response code being returned from IDS.

Intuit Data Services – QuickBooks Online

QuickBooks Online released version 42 and performed maintenance on its data services, fixing many issues as noted below.

Fixed Issues

QuickBooks Windows

SBC006735

Account Query using an iterator goes into an endless loop by returning the same results

Verify

SBC006771

Objects in state 6 are remaining in state 6 even after it gets written to QB.

Closed

SBC006772

Writeback is failing with an error_code 17_7028

Closed

SBC006783

Invoice Mod regression: Error validation for txn_line_rec.tax_id and p_validate_txn

Closed

SBC006752

IDS susceptible to XML Injection attacks using DTDs

Closed

SBC006703

Need to chunk Writeback payload to fix JTA transaction timeouts +  address customer experience on QB

Closed

SBC006704

Change design to make state 6 elements read only

Closed

SBC006717

Query for writeback changes times out

Closed

SBC005535

Missing and duplicated invoice when using IDS paging with sorting

Closed

SBC006421

Account update- Unable to modify record using AccountParentId

Closed

SBC006423

VendorCredit: Add is not retrieving billable status

Closed

SBC006492

VendorCredit:Update is not validating <APAccountId> field with non existing value

Closed

SBC006576

Line items are not returned on invoice queries with ErroredObjectsOnly set to true

Closed

SBC006694

Sharding -- add unique id for writeback requests

Closed

SBC006778

DTAF:Getting "WriteBack Errored Out" while synching from fitnesse in case of SyncMan Vers 4.1.21

Closed

SBC006682

Incorrect CDM version being returned in the response file.

Closed

SBC006684

TimeActivity MOD with invalid NgId is successful

Closed

SBC006691

for Feng: Search indexing failed with ora-00001 or ora-30926

Closed

SBC006770

Writeback is failing on dqa1

Closed

SBC006776

When Exception occurs while applying changes to the QB,object is not set to the state7(Error state)

Closed

SBC006728

Tables getting deleted during cleanup of 20Rev6 publication

Closed

SBC006739

Add splunk friendly logging to STT servlet

Closed

 

 

QuickBooks Online

Reference
Issue
Notes

45140

Multiline bills are not handled correctly during bill payments

Change Implemented

44833

Customer does not map Suffix name - QBO DB supports suffix name and specially that entry is made for QBO in CDM V2 and it needs to be mapped

Change Implemented

44808

REST services errors are being returned with an application html mime type.

Change Implemented

44407

Better error msg needed for invalid sort order attribute than Invalid value for Sort Criteria 0

Change Implemented

44369

UpdatePayment when total amount is ZERO should result in Error rather than updating the payment with 0.00 amt.

Change Implemented

45067

Estimates: Create Estimate with Line.ItemId = 0 or Line.ItemId = Non existent ItemId throws service exception 500 . A validation exception (400) is expected

Change Implemented

45056

Estimates: Creating an Estimate with Line.UnitPrice negative does not throw an error. UI does not allow this behavior.

Change Implemented

45054

Estimates: Creating an Estimate with Line.Qty negative does not throw an error. UI does not allow this behavior.

Change Implemented

45051

Estimates: Creating with an estimate with Header.CustomerId = 0 or Header.CustomerId=Non existent ID throws "Service Exception". "Validation Exception" expected

Change Implemented

45046

Estimates: Header.Status is an optional parameter. Trying to create an estimate with an empty value i.e. Status fails incorrectly

Change Implemented

45020

Estimates "ToBeEmailed" flag not set to true in UI

Change Implemented

45019

Estimates ToBeEmailed not returned in response XML

Change Implemented

45018

Estimates "ToBePrinted" flag not being set to true

Change Implemented

45017

Create Estimate does not return "ToBePrinted"

Change Implemented

44965

Add a more specific error code in the FaultInfo when throwing back a 500 regarding company maintenance.

Change Implemented

44185

Customer API: GivenName attribute is required only when  the Name is not specified

Change Implemented

44716

UpdatePayment should return clear error message for ValidationException when one of the line items has a NEGATIVE amount

Change Implemented

44907

Filter Attribute AcctNum in Vendor Query is a varchar. However we validate this as an integer and throw a 400 invalid_query when the user sends in a non-numeric value

Change Implemented

44677

CreatePayment should fail when there is a mismatch of customer id in one of the payment line item.

Change Implemented

45165

Estimates: Inconsistency in Header.TaxRate from other APIs. Estimate Header.TaxRate treats 0.1 as 10%. It should be treated as 0.1%

Change Implemented

45134

Estimates: API allows creation of estimate with negative tax rate

Change Implemented

45049

Estimates: Header.Status is unnecessarily case sensitive. The API should allow "Pending" as well as "pending"

Change Implemented

44715

UpdatePayment should fail when there is a ZERO AMOUNT in one of the payment line item.

Change Implemented

44692

CreatePayment should fail when there is a ZERO AMOUNT in one of the payment line item.

Change Implemented

44896

Creating customer with address list containing Tag does not work for "Billing" but works for "BILLING" - Unnecessary  case sensitive behavior

Change Implemented

43754

Datetime format in responses are rejected when sent back in as a request

Change Implemented

44396

XML DateTime format should be supported for Simple Query filters

Change Implemented

44377

Extra spaces in Query Sort option returns ValidationException with "Invalid value for Sort Criteria"

Change Implemented

 

Known Issues

QuickBooks Windows

Reference
Issue
Notes

SBC006416

"<PurchaseCost>" tag is not appearing in the response XML for Other Charge Entity

Assigned

SBC006216

JournalentryCreate- Able to add  Accounts payable and accounts receivable account in any line

Assigned

SBC006421

Account update- Unable to modify record using AccountParentId

Assigned

SBC006435

VendorCredit Add is not retrieving any fields in the actual response after syncing to QB

New

SBC006493

VendorCredit:Mod- record is being updated in the cloud without Vendor name

Assigned

SBC006521

Check:Update is successfully modifying without required fields in the cloud

New

SBC006628

ItemReceipt:Update is not synching to QB with the referenced vendor

New

SBC006629

VendorCredit:Update is not synching to QB with the referenced vendor

New

SBC006214

JournalEntryCreate- BillableStatus field is missing in the response

Assigned

SBC006590

JournalEntry Mod- JE with invalid entityname is being modified in cloud

New

SBC006591

JournalEntry Mod- JE with amount field exceeding max length is being modified in cloud

New

SBC006615

Item reciept :Add is not reflecting the referenced item after syncing to QB

New

SBC006522

Check:Update is not displaying any error for inventory item with negative unitprice

New

SBC006524

Check:Update is not validating Bank account id field

New

SBC006525

Check Update: Payment item should not be supported in lineitem

New

SBC006551

Payroll Item Read- RecordCount Query is fetching records instead of Record count

New

SBC006499

JournalEntry Mod- Record is being modified without posting type field

New

SBC006500

JournalEntry Mod- JournalEntry without transaction line is being updated

New

SBC006504

JournalEntry Mod- Record being modified for same posting type

New

SBC006506

JournalEnntry Mod- Journalentry record is being modified for invlaid account,entity & class id's

New

SBC006507

Bill payment credit card Read is not retrieving any records

Assigned

SBC006508

Check:Update is not validating any non existing id references

New

SBC006439

Vendor Credit:Add is not reflecting the referenced item after syncing to QB

Assigned

SBC006441

Deposit Query-When querying for Invalid path IncludeTagElements, received only Header as response

Assigned

SBC006491

VALIDATION:VendorCredit: Update is not validating <Qty> field with negative value

New

SBC006492

VendorCredit:Update is not validating <APAccountId> field with non existing value

Assigned

SBC006417

Account Update- Current balance field is accepting the numbers more than the column length

New

SBC006330

Journal Entry Read- Total amount field is mentioned in XSD but not able to find in the response

Assigned

 

Release 2.15

February 17, 2011

New Features

Intuit App Center

The release of App Center 2.0 comes with a re-branding of the site. Both the shop and workplace branding has now been unified under the “Intuit App Center” brand. Both parts of the site can now be accessed from the single http://appcenter.intuit.com domain name.

Shop Enhancements

The IPP shopping experience has been redesigned in several key areas:

Redesigned homepage: The new homepage now includes several marketing-controlled tabs for featuring several prominent groups of applications.

Site navigation: The new interface simplifies site navigation by introducing a persistent left navigation area. Users can now have access to top application categories and links to key site resources.

Persistent viewing modes: The new site features both “icon” and “list” views for all displays of applications. All tabs and categories can now be viewed in either mode. All apps displayed in “icon” view also have a hover over quickview displaying additional information to the user with links to key actions.

Redesigned App Cards: App cards now include breadcrumbs allowing a user to “go up” to an application category to browse similar apps. The new design presents app marketing information in a cleaner visual format. All existing app content will be displayed in the new format without requiring any developer changes.

SEO-friendly URLs: All app cards will now have an automatically generated SEO-friendly URL (http://appcenter.intuit.com/myappname). Old app card URLs (https://appcenter.intuit.com/appcenter/moreInfo.aspx?AppID=1234) will automatically redirect to the new SEO-friendly format.

Direct app card tab navigation: App card tabs (Overview, Features, Technical, Reviews, FAQs, Support, Pricing) can now be accessed directly by appending the tab name onto the end of the SEO-friendly URL (http://appcenter.intuit.com/myappname/features, etc).

My Apps

The My Apps (formerly “Workplace”) section of the site has also been completely redesigned.

Unified branding: The My Apps section of the site continues to use the consistent “Intuit App Center” branding offering users a single site (including since domain name) for all areas of IPP.

Redesigned application launcher: The launcher area of My Apps has been redesigned presenting apps in a single icon view consistent with common industry design. Page scroll arrows allow users to page forward/backward between apps.

Removal of duplicate “shop”: The duplicate “shop” experience has been removed from the new My Apps design. Users are now presented with more business relevant marketing information with links going back to the full shop experience.

Simplified navigation: Site functionality has now been organized and presented more consistently grouping information under the company selection. Tabs now present all available company functions to the user in a single view. Site-level functions (linking back to shop, account settings, etc) are now placed in the page header.

Consistent IPP toolbar dropdown: The IPP toolbar is now displayed in the My Apps view and continues to be displayed for all launched apps.

Native HTML: The My Apps section of the site has been implemented using native HTML and the initial view no longer requires Adobe Flash technology. Certain functions (such as developer reports) continue to require Flash, but will be redesigned in native HTML in future releases.

Developer interface

The developer interface (creating new apps, links for publishing/managing apps) continues to be integrated in the new My Apps interface. A link to “My Developer Center” is displayed in the header and company selector for users with developer accounts. Switching to “My Developer Center” displays developer created applications. Hovering over apps in My Developer Center displays the same functionality previously available.

The application publishing and managing process remains the same (with the same interfaces) and does not require any developer changes or action at this time.

QuickBooks Online integration

As part of this release Intuit is has integrated support for QuickBooks Online Data Services into the new IPP site designs.

App Card badges: App cards now display a “Works with QuickBooks Windows” and/or “Works with QuickBooks Online” badge indicating data integration to end-users.

Buy / Checkout flow enhancements: Apps that integrate with QuickBooks Online will display the appropriate QuickBooks Online companies and options to end-users in the checkout flow.

Intuit Partner Platform

New APIs

API_AddRealmAccessForUser provides a user with specific permissions on specific realms that may belong to another user. For example, this allows an auditor (like a QuickBooks ProAdvisor, for example) to invite small business owners to an application where the auditor can access the clients’ data realm(s) and perform accounting functions for that client in that realm, as well as other realms to which the auditor has access.

API_SBLAllowMasterAccess controls whether or not an application accepts calls to its master application instance. This is intended only for applications that utilize SBL, as that is the only scenario under which calling into the master instance is technically possible.

Intuit Data Services – QuickBooks Windows Desktop

Feature Updates

QuickBooks Custom Fields have been updated with Create and Update operations for Invoice, Estimate, and Sales Receipt transaction header or lines in QuickBooks Pro and Premier 2011.

Sync status information will be maintained for all operations in the cloud up to 30 days old. Of those operations older than 30 days, only the last operation's synch status will be maintained. This is described under The Synchronized Filter in Querying Data.

Intuit Data Services – QuickBooks Online

New APIs

CompanyMetaData returns information about the company given the realm ID.

Preferences returns information about company preferences such as sales tax and discount.

API Updates

Retrieving a PDF copy and sending an e-mail with the PDF copy has been enabled for the SalesReceipt and Estimate entities. These capabilities were already available with the Invoice entity.

Fixed Issues

QuickBooks Windows Data Services

Reference
Issue
Notes

SBC006099

Client side Mobilink Upload does not pick up changes to CF_SYSINFO CompanyFileName

Change implemented.

SBC006273

Sales Tax Code: ActiveOnly filter set to true returns active and non-active records

Change implemented.

SBC006276

Search Indexing Errors

Change implemented.

SBC006290

After a mod of txn with sales tax line, the id returned seems to be an NGid but label says QBid

Change implemented.

SBC006308

Invalid QBXML generated for CheckAdd for version 8.0

Change implemented.

SBC006312

StartCreatedTMS tag for Check Entity is returning invalid response for one particular value

Change implemented.

SBC006313

Valid include tag is not returning the expected response (Check Entity)

Change implemented.

SBC006315

QXML generated for SalesTaxItem add contains transactionId and TransactionNumber, instead of only ListId

Change implemented.

SBC006316

Revisit QBXML Gen for existing entities to verify that WiteBack Tags are generated correctly

Change implemented.

SBC006342

CustomField: Got error building QBXML tree error when doing a mod of QB transaction line and sync.

Change implemented.

SBC006347

Customfield in transaction lines are missing after mod and sync.

Change implemented.

SBC006354

TransactionId missing in InvoiceMod qbxml

Change implemented.

SBC006355

ListId missing in CustomerMod qbxml

Change implemented.

SBC006360

Mod - Unable to modify: ADDRESS ADD -this label type has already been defined for party_id

Change implemented.

SBC006362

Mod errored object and then synced to QB results in multiple records with same QBid but diff NGid

Change implemented.

SBC006365

ReceivePayment:Update is retrieving QB id in receive payment mod response

Change implemented.

SBC006369

DTAF: java.lang.NullPointerException while running Invoice Mod tests

Change implemented.

SBC006371

DTAF: NameValue Query test, getting wrong response but test passed

Change implemented.

SBC006376

customfield cdms are not marshalled in error logging

Change implemented.

SBC006378

BalanceSheetStandard: The ReportName Enum in the .xsd file and the ReportName in the response file d

Change implemented.

SBC006379

Schematize1099Blob should skip check for nonzero bytes on a spcific line

Change implemented.

SBC006382

fix performance issue for time&billing query

Change implemented.

SBC006383

1099 Payroll calculation is wrong

Change implemented.

SBC006398

Sensitive data is not being returned for an admin user for new uploads.

Change implemented.

SBC006399

CreditMemo: Mod and sync does not work

Change implemented.

SBC006400

Account: Add and Sync: CurrentBalance was not synced

Change implemented.

SBC006405

Unable to modify an existing Item Receipt, if users try to modify the Customer using QB Id ref.

Change implemented.

SBC006412

State is incorrect after modifying an errored object

Change implemented.

SBC006427

If the realm admin user has other roles assigned to him, then the admin roles is not being applied t

Change implemented.

QuickBooks Online Data Services

Reference
Issue
Notes

43427

CustomerId is now an optional field for the SalesReceipt entity. Previously this field was required for this entity.

Change implemented.

43482

Bug 43482: When deleting a customer with a non-zero openBalance, a ValidationException is now thrown. Previously the customer was deleted without error.

Change implemented.

41897:

Create PaymentMethod no longer allows the creation of a new PaymentMethod with a duplicate name, even if the PaymentMethod type is different.

Change implemented.

Payment method not sending check number for checks

Change implemented.

Details for estimates missing total and sub totals

Change implemented.

43471

When an IdType is returned, the domain name will now be set to QBO. Previously this behavior was inconsistent.

Change implemented.

43347

When Create PaymentMethod is called with a missing type a ValidationException is now thrown. Previously a ServiceException was thrown.

Change implemented.

43484

A ValidationException will now be thrown when deleting an invoice for which the customer/invoice owner has already been deleted. Previously a ServiceException was thrown.

Change implemented.

42100

The error message has been improved for RetrieveCheck, when a request is submitted with an invalid id.

Change implemented.

Platform and App Center

Reference
Issue
Notes

IPW003494

Contract Update Processor does not always get Primary e-mail on line item

Change implemented.

IPW003498

IPP logins with an ampersand "&" cause a looping error

Change implemented.

IPW003247

Intuit logo in Workplace header is broken

Change implemented.

IPW003342

SYNC: Take a Test Drive needs a progress indicator   (Enhancement)

Change implemented.

IPW003396

Change the subject line for app signup confirmation

Change implemented.

IPW003407

Can't differentiate between duplicate dev app instances in Workplace

Change implemented.

IPW003551

.NET error returned when creating account and password has special chars

Change implemented.

IPW003292

SBL Tools: error when attempting to attach realm to an app that hasn't ever had a deployment

Change implemented.

IPW003563

deployer fails for servlet 2.3 and servlet 2.2 webapps

Change implemented.

IPW003664

Tools security manager is inconsistent with cloud - failing Spring deployment

Change implemented.

IPW003674

Increase log file size limit

Change implemented.

Known Issues

QuickBooks Windows Data Services

Reference
Issue
Notes

Sorting and filtering with the Name attribute is not working for the following entities: PaymentMethod, Terms, ShipMethod, CustomerType, JobType, VendorType, Class, UOM, CustomerMessage, SalesTaxCode.

Documentation has been updated to reflect this limitation while a fix is in the works.

 

 

Release 2.14

December 21, 2010

Contents

New Features

Platform and Workplace

Static, Searchable Docs

Enhanced Data Setup with Improved Sync Experience (One-click Sync)

New Role

New Mappings for QBO Data

Server Business Logic Scheduled Tasks (private beta)

OAuth Support In General Availability

Federated Identity with OAuth Tokens

New APIs

QuickBooks Windows Data Services

API Updates

Updated Report

New Reports

QuickBooks Custom Fields

QuickBooks Online Data Services (Beta)

Enhanced APIs

Fixed Issues

QuickBooks Windows Data Services

QuickBooks Online Data Services

Known Issues

QuickBooks Windows Data Services

QuickBooks Online Data Services

New Features

Platform and Workplace

Static, Searchable Docs

You can now search the documentation using any external search engine, and all pages are static pages hosted on ipp.developer.intuit.com. These documents were converted from the previous framework that generated the docs dynamically, making them impossible for you to bookmark or for external search engines to index. We’ve also renamed some document titles for greater clarity and brevity. The old documentation will be available through the general Documentation page, but links on the site now point to the new documents.

Old Document Title

New Document Title

IPP Web API Reference

IPP Platform API

IPP Federated Applications Guide

Federating Applications with IPP

IPP Intuit Data Service Programmer’s Guide

QuickBooks Windows Data Services

IPP Flex SDK Programmer’s Guide

Building Flex/Flash Applications for IPP

Google Analytics for IPP App Center

Google Analytics for IPP App Center (no change)

Intuit Data Services for QuickBooks Online API Reference

QuickBooks Online Data Services (Beta)

IPP SDK for Azure

Windows Azure Federation

Watch for more improvements to the site and the documentation in coming weeks!

Enhanced Data Setup with Improved Sync Experience (One-click Sync)

[note: these changes will be available on December 27, 2010]

Also known as One-click Sync, simplified data setup was released in QuickBooks R3 (October 25); it includes the new desktop components, Protocol Handler & Sync Manager that greatly facilitate the upload of QuickBooks company file data to the cloud. With this release, IPP completes several initiatives to support this functionality, and you can now launch data setup directly from IPP. Previously QuickBooks data setup was initiated only from QuickBooks and required manual intervention by the user. The enhancements are grouped as follows:

·         New Protocol Handler 1.0 & Sync Manager 3.2 in QuickBooks 2011 R3 (released October 20)

·         New IPP SUSI (Sign-Up, Sign-In) pages to invoke Protocol Handler and Sync Manager

See also, Sync Manager in the 2.11 release notes.

New Role

The new Confidential Data role manages access to highly sensitive data such as company and vendor tax ID and social security number. The Summary1099 Report (QuickBooks Desktop Data Services) contains sensitive information specified in the Social Security number or the VendorTaxID element. Users with the Sensitive Report role can view the Summary1099 report but the sensitive information in these elements remains hidden unless the user is assigned the Confidential Data role, whereby she can view both the Summary1099 report and the sensitive information.

New Mappings for QBO Data

The application setup process now includes selections that let you map your application’s roles and permissions to QuickBooks Online roles and permissions.

Server Business Logic Scheduled Tasks (private beta)

With this release, SBL includes several APIs that enable IPP-hosted applications to run unattended processes on the server. These are being made available to a limited number of private beta testers, with public beta coming soon. See Scheduled SBL, for more information. SBL supports only QuickBooks Desktop Data Services.

OAuth Support In General Availability

Authentication of platform API and QuickBooks Desktop Data Services API calls using OAuth is now fully supported. Support for QuickBooks Online Data Services is coming soon. Previously in beta, OAuth lets you run unattended processes – now for both federated and IPP-hosted applications. This is particularly important for mobile applications, which usually must run unattended, as well as desktop applications connected to IPP applications like Microsoft Outlook extensions. See the OAuth documentation for more information.

New APIs

The new API_GetIsRealmQBO returns true if the realm associated with an application is for QBO data.

QuickBooks Windows Data Services

API Updates

The following APIs are available as production-quality in this release:

·         Class - Read

·         Customer Type - Read

·         Item Receipt - Create and Update

·         Job Type - Read

·         Other Charge Item - Create and Update

·         Other Name - Read

·         Sales Order - Create and Update

·         Sales Rep - Read

·         Ship Method - Read

·         UOM (Unit of Measure) – Read

The following entities now support the ListIdSet, ActiveOnly, and Name filters (also for sorting):

·      PaymentMethod

·      Terms

·      ShipMethod

·      CustomerType

·      JobType

·      VendorType

·      Class

·      UOM

·      CustomerMessage

·      SalesTaxCode

Retrieving TimeActivity objects using a query now includes a new filtering element, IDSet which retrieves the time activity according to the specified employee or vendor.

Updated Report

Companies with cash-basis as their accounting preference can now run the Profit and Loss Report as accrual-basis. The previous endpoint has been retained, and you can specify the new ReportBasis element as either Accrual or Cash.

New Reports

Summary1099 Report displays the amounts spent with each vendor that your company has specified as a 1099 vendor. This report helps you to fill the 1099-MISC tax form. The report summarizes the cash outflows to each vendor for whom your company files a 1099-MISC form. The report shows the vendors who are specified as s1099 vendors. See Summary1099 Report in the documentation.

BalanceSheetStd Report is a new advanced report with more functionality than the older Balance Sheet Report.

QuickBooks Custom Fields

Custom fields are now available for IPP customers using QuickBooks Windows 2011. QuickBooks custom field definitions must be set up and values populated in QuickBooks desktop. The Read operation on custom fields is now available to IPP applications for custom field data from Pro, Premier and Enterprise editions for Names, Items, transaction headers and transaction lines.

QuickBooks Online Data Services (Beta)

Enhanced APIs

The Payment entity now has a Retrieve operation.

The Invoice entity now supports Email and PDF publication.

Fixed Issues

QuickBooks Windows Data Services

Reference
Issue
Notes

SBC006245

Abort Hook not getting called even if there is no change in QB File

Change implemented.

SBC006235

Accounts are returned in wrong order after add

Change implemented.

SBC006159

adding a customer and job and syncing creates two customers in QB

Change implemented.

SBC006263

BalanceSheetStandard : The report name in the response file is misspelt.

Change implemented.

SBC006119

Company query doesn't fill the line1 of the company address

Change implemented.

SBC006190

CreditMemoAdd:  Valid Tax id's are not recognized.  Validations displayed instead of Adding

Change implemented.

SBC006038

DQ1: Sort Order for 'TransactionDate' and 'TotalAmount' is not working for for 'Charge' read entity.

Change implemented.

SBC005467

edit jobs - changing job's parent does not move entire hierarchy below job

Change implemented.

SBC006058

'EndCreatedTMS' & 'EndModifiedTMS' tags fetch only values less than the Value specified

Change implemented.

SBC005794

Error message is incorrect when wrong sync token is used for Customer MOD

Change implemented.

SBC006030

idset filter not working for customertype query

Change implemented.

SBC006034

idset filter not working for UOM query

Change implemented.

SBC006182

IncludeDiscountLineDetails filter query is missing Discount details for NG Invoice

Change implemented.

SBC006192

Items that are not inventory items are returning average cost

Change implemented.

SBC006155

Job Type - Filter by List Id not working

Change implemented.

SBC006025

ListIdSet Filter Not Working for SalesTaxCode

Change implemented.

SBC005925

ListIdSet Filter Not Working for ShipMethod

Change implemented.

SBC006067

PaymentMod: discount information in a payment line is not written back to QB.

Change implemented.

SBC006069

PaymentMod: writeback to QB failed when payment detail is creditCard

Change implemented.

SBC005997

sort by TotalAmount or TransactionDate throws exception in ChargeQuery

Change implemented.

SBC006020

Sync Manager allows user to sync with realm that he/she is not Realm Admin on

Change implemented.

SBC006187

Unable to fetch data for a vendor, which is added in the cloud(NG)

Change implemented.

QuickBooks Online Data Services

Reference
Issue
Notes

Get payment method by ID does not throw exception.

Change implemented.

Known Issues

QuickBooks Windows Data Services

Reference
Issue
Notes

SBC006315

QBXML generated for SalesTaxItem add contains TransactionId and TransactionNumber, instead of only ListId. This causes writeback to be broken.

Under investigation.

SBC006270

Nothing gets returned with query deleted timeActivity with CDCAsOf if the CDCAsOf is after the timeActivity created time.

Under investigation.

QuickBooks Online Data Services

Reference
Issue
Notes

Payment method not sending check number for checks.

Under investigation.

Payment method not sending check number for checks

Under investigation.

 

 

Release 2.13

November 11, 2010

Contents

This document describes the following.

New Features

QuickBooks Desktop Data Services

New APIs

API Updates

Auto-revert

QuickBooks Online Data Services

Release of Version 38

New APIs

Platform and Workplace

ipp-java-devkit 1.0.1 Released

OAuth Endpoint Changes

QuickBooks In-product Landing Pages

Fixed Issues

QuickBooks Desktop Data Services

Platform and Workplace

Known Issues

QuickBooks Desktop Data Services

Platform and Workplace

New Features

The following features are new in this release.

QuickBooks Desktop Data Services

See the documentation for more information on the entities and operations announced in this release. Note that the documentation may include beta-quality entities and operations. See the Supported Data Objects list for the status of an entity and operation. The entities and operations announced in these release notes are production-quality.

New APIs

The following entities are new in this release of Intuit Data Services for QuickBooks Desktop:

·         Charge – read

API Updates

The following entities have been updated with new operations:

·         Discount – read

·         SalesTax – read

·         Payment – update

·         Vendor – create, read, update

·         Bill – create, update

Querying data for the Estimate, Invoice, SalesOrder, and SalesReceipt entities now includes a new flag, IncludeDiscountLineDetails. Set this flag to ‘true’ to indicate that the response shall include the Discount Rate (not the Discount Amount) from the Sales Distribution line. You can use this flag if you have upgraded to the latest version of the CDM (v.2) with this release. Prior to this patch, the CDM did not include the Discount Rate from the Sales Distribution line, only the Discount Amount. Setting the flag to ‘false’ or omitting it from the request will return only the Discount Amount. Note, this flag is not yet available on the CreditMemo entity.

Auto-revert

QBD IDS Write Back audit & netting service has been enhanced to perform AUTO-REVERT. When the write back service encounters a write back error raised by QuickBooks desktop, and the object in question is qualified to be reverted, it gets reverted to a version prior to the error. This operation is logged and is visible via sync status log queries, and designated by log message number 80. This feature will reduce the frequency of objects ‘disappearing’ from queries due to being placed in an error state.

QuickBooks Online Data Services

Release of Version 38

Intuit Data Services for QuickBooks Online is updating to version 38 will be deployed on all server clusters by the end of this week.

New APIs

SalesReceipts has been added for Intuit Data Services for QuickBooks Online v.38. See also, the IDS for QBO API Reference.

Platform and Workplace

ipp-java-devkit 1.0.1 Released

The IPP Java Devkit has been updated with the following. See the IPP Java Devkit project on code.intuit.com for more information.

·         Moved from XML Beans to JAXB for the serialization technology

·         Added initial OAuth support

·         Moved from log4j to java logging framework

·         additional release artifacts

·         More IDS API coverage

There are breaking changes, mostly due to differences in the code generation between XMLBeans and JAXB. Developers have been finding that the conversion is pretty straightforward.

OAuth Endpoint Changes

IPP is deprecating OAuth endpoints that point to:

https://workplace.intuit.com/AuthMgr

Going forward we will be using:

https://workplace.intuit.com/app/Account/DataSharing

The old endpoints will still work in parallel while we migrate existing connections to the new endpoints. However, before applications go into production they must use the new endpoints.

QuickBooks In-product Landing Pages

When a QuickBooks user clicks on the App Center button, instead of landing on the App Center Workplace home page as in previous releases, the browser now redirects to pages with specific application recommendations based on the user’s QuickBooks version (Pro, Premiere, Contractor, etc.).

Fixed Issues

QuickBooks Desktop Data Services

Reference
Issue
Notes

SBC006022

Server Business Logic layer validation issue: customer title is treated as part of the name itself.

Change Implemented

SBC006035

Payment XSD validation error: FAILED WITH EXCEPTION. !! *** NUMBER OF RECORDS IN XML RESPONSE = 0 *** !! javax.xml.bind.UnmarshalException - with linked exception[org.xml.sax.SAXParseException cvc-enumeration-valid Value 'None' is not facet-valid with respect to enumeration '[Authorization, Capture, Charge, Refund, VoiceAuthorization]'. It must be a value from the enumeration

Not a bug. This error was generated against an out of date schema.

SBC006002

Error code: 17_5511 when writing back time activity record where notes contains a new lines.

Change Implemented

SBC005961

Cannot add a text only line item to an invoice using a description only item.

Obsolete. Change implemented in 6.5.2 code.

SBC006006

Cannot link unsynched invoice to payment with IDS - get parse error.

Change Implemented

SBC005902

Writeback service throws exception with bad zip code.

Change Implemented

SBC005903

Writeback service throws exception with bad zip code.

Change Implemented

SBC005916

CDM for Time Activities have hours and minutes as type Integer.  It needs to be numeric for decimals.

Change Not Justified. QuickBooks does not support seconds; decimal hours not supported.

SBC005702

Invalid Employee ID in Time Activity record does not throw an error - Needs validation.

Change Implemented

SBC005951

IDS is sending "None" as a value forCCTransactionType that is not handled by the CCTransactionTypeEnum in Kingussie.

Change Not Justified. For clients to consume the Credit Card details returned in the responses to the Payment and SalesReceipt queries, they need to update the CDM schema to the latest version.

SBC005671

Data written back to QB when draft is set to true.

Change Implemented

SBC005778

DeletedObjects="true" does not return the deleted objects (null response).

Change Implemented

SBC005860

Payment XSD validation failure - Master Card was generated in XML instead of MasterCard.

Change Implemented

SBC005921

PO number field in SalesReceipt is removed after sync when attempting writeback to QB. For salesreceipt, check# is stored in ponumber field. This works if the salesreceipt is created in QBDT. If this is created on the cloud, ponumber disappear after sync.

Change Not Justified. QBXML does not support PONumber and hence we cannot generate qbxml for the same.

Platform and Workplace

Reference
Issue
Notes

IPW002322

Server Business Logic: when using GWT, certain errors are logged to the console instead of to a log where the developer can see them.

Change Not Justifiable – GWT treatment of events is beyond control of SBL.

IPW002326

SBL server dies during deployment periodically and locks the temp directory. The only solution is to restart the server.

Obsolete – not reproduced after updates to the SBL tools.

IPW002862

Server Business Logic: I used to get a stack trace in the error email from jmssubscriber, and now this is gone, and i'm only getting the description.

Change Implemented

IPW002921

SBL tool not directing to realm selector. When you select the "attach realm" in the tool, you are not taken to the realm selector flex UI. Instead sample data is included by default.

Not Reproducible - this appears to be an issue with the older version of SBServer.

IPW002997

SBL: Dev and QA do not work the same for checking logged in user

Not Reproducible - identified the issue here as a cookies problem.

IPW003178

SBL: Attaching a different realm fails to remove cache (and thus the original realm stays there). In SBL, the realm assignment to the app is cached.  It will not be invalidated if API_AttachIDSRealm is called.  This API needs to invalidate the SBL cache by touching the marker file in the app.

Change Implemented

Known Issues

QuickBooks Desktop Data Services

Reference
Issue
Notes

SBC006098

The ItemConsolidated query NameContains filter does not work at all if you have spaces in your item names. This effectively prohibits applications from discovering whether or not an item actually exists in QuickBooks.

Under investigation. Avoid using spaces in item names.

SBC006105

For Entity CustomerMsgf filtering of records on ListID is not happening. All the records are being returned.

Under investigation.

SBC006106

SalesTaxCode: Filter is not working with ListId field set.

Under investigation.

Platform and Workplace

Reference
Issue
Notes

IPW003201

SYNC: overlapping text on screen in IE8 - looks really bad.

Under investigation.

 

 

Release 2.12

October 13, 2010

Contents

This document describes the following.

New Features

Data Services

New APIs

API Updates

Transaction Numbering Generator (update)

Platform and Workplace

Updated Workplace Toolbar

API Updates

Fixed Issues

Data Services

Platform and Workplace

Known Issues

Data Services

New Features

The following features have been added in this release.

Data Services

New APIs

The following APIs are new in this release. See also the IPP Intuit Data Services Programmer’s Guide.

·         The Company API has been updated. AvailableList replaces the Available URI, providing better performance. Note that the Available URI is deprecated and will be in service for only the next twelve months. See Company in the docs.

·         ItemConsolidated provides an aggregation of several API calls on Item entities, and lets you query for specific items. See ItemConsolidated in the docs.

Transaction Numbering Generator (update)

More information on the transaction numbering generator released with version 2.11. This feature works as designed in QuickBooks 2011 only: a transaction number generated on the cloud does not cause the transaction numbering in QuickBooks desktop to reinitialize based on the cloud-generated numbering scheme; a transaction created on the cloud will be numbered ‘WEB012345’ and subsequent transactions generated in QuickBooks will not be affected by this format, they will continue to be numbered according to the scheme established for desktop-generated transactions. In QuickBooks 2010 and 2009, the introduction of a cloud-generated transaction number, i.e. ‘WEB01235’, will cause subsequent transactions to be numbered according to the cloud-generated scheme, i.e. ‘WEB012346’.

The preceding is true in QuickBooks 2011 for all transaction types except Sales Receipts. When Sales Receipts are generated in the cloud and downloaded to QuickBooks, the web-prefixed transaction number will cause subsequent transactions in QuickBooks desktop to be numbered accordingly. This defect is fixed with the release of QuickBooks 2011 R3 scheduled for October 20.

The work-around for the behavior is manually changing the transaction number in QuickBooks.

Platform and Workplace

Updated Workplace Toolbar

The Workplace toolbar has been updated with the following enhancements:

·         Redesigned navigation (app switching & back to Workplace)

·         Customizable toolbar colors & background

·         Menus consolidated to one side allowing for app branding

To implement the new toolbar, you may need to change the color and the image (your logo).

Changing the toolbar color

Changing the toolbar color requires re-publishing the app (and a tech check).

1.       In the Workplace App Center, from your application icon’s drop-down menu, select Manage.

2.       In the Settings tab, click Advanced Settings, and scroll to the bottom of the form.

3.       In the Toolbar Customizations section, in the Toolbar Background Color field, enter the RGB value for the color.

4.       Click Save Changes.

5.       Update the application schema.

a.      For native (Flex) applications, in the IPP Flex plugin, run the DTO generator and select schema changes have been made.

b.      For federated applications, your application needs to call API_UpdateSchema for all instances.

Changing the image in the toolbar

Changing the image does not require re-publishing the app.

1.       In the Workplace App Center, from your application icon’s drop-down menu, select Publish.

2.       Under Upload Toolbar Banner, Choose an image (156 x 31 pixels) and Upload it.

3.       Click Next.

4.       Proceed through the rest of the Publish process as necessary.

API Updates

API_GetEntitlementValues has been enhanced to allow access to it with developer credentials in the ticket submitted with the request. Now using this API in conjunction with API_GetBillingStatus, developers can get detailed information on customer subscription status and plan in use for a batch of users, not just the user whose credentials were submitted in the ticket with the request.

Fixed Issues

Data Services

Reference
Issue
Notes

SBC005588

In an ItemQuery with an Other Charge that is a percentage, the response does not return the Other Charge as a <RatePercent> as expected, but as a <UnitPrice>, ignoring the percentage.

Use the new ItemConsolidation API, which includes the fix for this issue.

SBC005596

From the forums - invalid XML in response when error message returned. Right now (while IPP is down) IDS returns invalid XML on all requests. This is very bad.

Change Implemented

SBC005818

Incorrect full path name for invoice having NGCustomerId and NGJobName:0

1. Add a NG customer
2. Add NG Job for above customer
3. Add Invoice using CustomerName and JobId -
  <CustomerName>NewCustomer_14</CustomerName>
<JobId idDomain="NG">1232258</JobId>
 Do a sync

Only customer gets added in QuickBooks. Job and Invoice are missing.

These issues, known as full path name (FPN) errors, concern the problem where creating List items in the cloud, instead of first in QuickBooks, results in incorrect data returned in queries.

To avoid this problem generally, when referencing List items created in the cloud, always reference both the name and ID of the List item.

SBC005883

Payment Type mis match between QBDT and IDS cloud for payment type American Express. QB XMl generated as AmericanExpress instead of AmEx.

Change Implemented

SBC005900

Address parsing issue. Customers are shown incorrectly after sync.

Each version of QuickBooks desktop (2009, 2010, 2011) and Emerald have different address behaviors.  Versions prior to 2011 use un-parsed addresses and 2011 uses parsed addresses. Intuit Data Services for QuickBooks Desktop now uses parsed address behavior when reading 2011 data, but un-parsed addresses for pre-2011 versions. Also, for 2011, IDS ignores the 4th Address line (suite/additional info) during sync.

SBC005941

DeletedObject query does not return the correct NGid for a record that has been synced to QB. Returns deleted record with QBid as the NGid. Cannot obtain record since the NGid is required.

Change Implemented

SBC005942

Including tag elements in Sales Receipts query causes the Detail tag to not be closed properly.

Change Implemented. Detail tag is not supported with IncludeTagElements filter, hence this tag is no longer generated in response XML.

SBC005985

Cannot create sales receipt without customer. Sales receipt should not require customer.

Change Implemented

Platform and Workplace

Reference
Issue
Notes

IPW002830

Documentation for API_Attach and Detach Realm are incorrect. The documentation says that this should return the realm in the response. It does not do that.

Change Implemented

IPW003043

Customer Phone Number missing in export of Customer Detail Report.

Change Implemented

IPW003070

API_GetIDSRealm doc should note not all name fields populated. In the Web API Reference, the doc for API_GetIDSRealm should note that the <firstName> and <lastName> fields may be empty

Change Implemented

 

Known Issues

Data Services

Reference
Issue
Work-around

SBC005581

Cannot use QB ID to query sync status. SyncStatusRequest only has NgIdSet to query for entity status.  There is no way to query for sync status if the entity was originally created in QuickBooks Desktop.

SBC005671

Data written back to QB when draft is set to true.

This issue will be fixed with an up-coming patch.

SBC005699

BillQuery does not return billable status on line items.

SBC005700

BillQuery does not return the memo field.

SBC005701

BillQuery does not return Terms on bills.

SBC005704

PurchaseOrderQuery does not show receieved amount for items that are billed.

SBC005705

PurchaseOrderQuery does not show Closed status for each line item in the <Line> section

SBC005706

PurchaseOrderQuery does not show Memo information.

SBC005710

Address is not returned on readback when adding a bill.      

SBC005778

DeletedObjects="true" does not return the deleted objects (null response)

This issue will be fixed with an up-coming patch.

SBC005794

Error message is incorrect when wrong sync token is used for Customer MOD. The text says the party id is incorrect, but the party id is correct; the sync token is the element that is incorrect.

SBC005860

Payment XSD validation failure - Master Card was generated in XML instead of MasterCard.

SBC005870

SyncMgr times out trying to send big writeback response back to server.

SBC005925

ListIdSet Filter Not Working for ShipMethod, returns all requests at the moment.

 

 

Release 2.11

September 16, 2010

Alert!

Please note: action is required if you are building or already have an application published (as a live app or in beta) on IPP. See below.

Contents

This document describes the following.

New Features

Data Services

Data Entities at Production Quality

Transaction Numbering Generator

Page Access Iterator

Sync Manager

Platform and Workplace

Server Business Logic Beta

OAuth Support Beta

QuickBase E-mail Notifications Enhancements

Java Devkit

Intuit Workplace App Center End-User Enhancements

Known Issues

Data Services

Platform and Workplace

New Features

The following enhancements and features have been added in version 2.11.

Data Services

This is a brief survey of the new features in IDS. See also the IPP Intuit Data Services Programmer’s Guide.

Data Entities at Production Quality

All of the new objects and behaviors listed below work with v2 of the IDS API. Developer must use v2 of the IDS API to utilize these new services. Previous IDS versions (e.g. v1) are supported but will not include enhancements. The following data elements & methods have been exposed via REST API as well as added to the IPP Flex framework:

New IDS Entities / Operations
Name Entities

·   Company Update

Accts Receivable & Items (Money In) Entities

·   Invoice Update

·   Estimate Update

·   SalesTaxCode Read

Time Entities

·   TimeActivity  Create and Update

See The IPP Intuit Data Services Programmer’s Guide for more information.

Transaction Numbering Generator

IDS now generates unique transaction document numbering in the cloud for web applications. This allows QuickBooks users to distinguish transactions created outside of QuickBooks Desktop. It generates a web based number that will be separate from QB Desktop – unique prefix based numbering with a sequential numerical increment for each transaction type with one shared schema per realm.

Transaction number generation:

·         Generates a web based number that will be separate from QB Desktop – unique prefix-based number incrementing sequentially for each transaction.

o   Sequence will be independent per realm and will apply across all apps within a realm.

o   Unique transaction numbers assigned for each transaction type across apps, i.e. all web based checks are sequential no matter which app creates the transaction.

·         Writeback to QuickBooks.

o   Numbering schema to use web as prefix and 6 digits – web000001 (when reporting on transactions all web based transactions. will fall into sequence separate from QuickBooks Desktop numeric-only values).

o   QuickBooks desktop has been enhanced to not adopt the web based numbering sequence.

·         Transaction number is editable in the cloud.

o   An app can choose to allow the number to be editable by the customer, but should not edit or change this for the customer.

o   Web numbering will not adapt or change sequencing based on user editing – sequence will continue in order.

For more information, see Transaction Numbering Generator in the documentation.

Page Access Iterator

This feature allows requests for a designated number of query results in output, supporting recovery scenarios in which devices or connections timeout by providing seamless re-requests for query output. This is especially valuable in providing an enhanced experience for mobile data scenarios.

A new element, StartPage has been added to the QueryBase object in the RestDataFilter API that Name and Transaction entities use to retrieve data. Use StartPage in conjunction with Chunksize to specify which page of a given result set to return. Chunksize specifies the number of records to be returned by the query (default is 50). There are two ways to fetch query results one “chunk” at a time. The first is by using Chunksize in conjunction with StartPage. StartPage (starts from 1 and defaults to 1) is used to specify which page or chunk of the result set to fetch. Second way is by using IteratorId in conjunction with Chunksize. The IteratorID MUST be a unique value used to iterate through a query until all records that satisfy the query are returned. Please note: because IDS works with two distinct databases, one containing synced data and the other containing data that has not yet been synced, a “chunk” is requested from each database and the union of the results are merged, so it is possible for a query to return up to 2x the chunk size (i.e. if you specify a chunk size of 500, depending on the sync state of the objects in question you may get up to 1000 records returned). If, however, you get fewer records than the chunksize, you can consider that a signal to terminate the iteration as all records that match the query have been returned.

Reporting Services

QuickBooks summary report data via IDS services now includes the following:

·         Profit and Loss Standard Report

·         Custom Transaction Detail Report

See Reports in the documentation.

Sync Manager

·         SM 3.0 (with QuickBooks 2011 R1 on September 1)

o   Root certificate support

o   Multi Instance support

o   Enable SM OCD Patching support in QuickBooks 2011

o   Basic support for Proxy servers

·         SM 3.1 ( with QuickBooks 2011 R3 on September 20)

o   One-click setup changes

o   OAuth-based authentication for Upload and Writeback

o   Improve Writeback errors handling

o   Support for proxy servers

·         SM 3.2 (with IDS 6.5.1 on Oct 13)

o   SM changes for pub update in a single sync

Platform and Workplace

Several new features are now available on the platform, as described below.

Server Business Logic Beta

Server Business Logic (SBL) enables developers to deploy server side Java servlets on IPP servers and publish their own APIs.  Developers can also use SBL to replace client side logic.  This enables a developer to manage and maintain one code set to support multiple client side applications that span devices and application instances. For example, a web app, mobile app, and desktop plug in can all rely on a single set of server side logic for key functions. Processing data operations using IPP’s server side business logic engine improves application performance and reduces network traffic. Key use cases supported include PDF or Excel output generation or aggregation of data calls, so that instead of 6 client side calls, an app can make 1 call to SBL, with SBL then retrieving and aggregating the data sets into a single client side response.

This release of IPP SBL includes the following capabilities:

·         Tooling - Integrated Eclipse Plug-in

o   Right-click deploy

o   Continuous integration Build to Deploy

·         Built-in Authentication & Identity

·         Access to other web services

o   Internal proxy to Intuit data and auth services

o   Outbound proxy to access external services

·         Managed Container

o   System monitors CPU, Memory, Returned bytes; if thresholds are exceeded, request is stopped

SBL is now available in Public Beta.  Register for the SBL webinar to learn more.  If you are unable to attend the webinar, it will be posted on the IPP Webinars page after it has aired. See also, the documentation.

OAuth Support Beta

IPP support of the OAuth open standard authorization protocol allows secure API authorization in a simple and standard method across applications.

·         OAuth support for application unattended process execution

o   Allows unattended scenarios for secure IPP data access and update when customer is not present within application enabling event driven or time based features

·         Sign-in with integrated OAuth for Mobile and Desktop Connected Apps (gadget/plug-in)

o   IPP will support mobile and connected applications that work with web apps (i.e. not stand-alone), both IPP-hosted and federated. This release includes easy “sign-in” with mobile-optimized sign-in pages. Sign-in uses our new OAuth standard and allows long lived access tokens for use up to 6 Months. In the future, IPP will expand this to include sign-up/account creation within mobile and connected applications.

OAuth is now available in Public Beta. Register for the OAuth webinar to learn more.  If you are unable to attend the webinar, it will be posted on the IPP Webinars page after it has aired. See also, the documentation.

QuickBase E-mail Notifications Enhancements

E-mail notifications, through application administration in QuickBase, has been enhanced. It’s now possible to indicate that the sender of a message should be BCC’ed on each message sent, that file fields used in the message content be included as attachments rather than as links, and it’s now possible to specify a USER field (but not an e-mail field) as the place to get the From (Reply-To) address for the message — which means that each record on which such a notification triggers could result in a different From address being used. In addition, if the user has her mail reader set to show only the plain text portion of a message, the plain-text form of the message is also included in the e-mail as an embedded multi-part/alternative content that includes the html and the plain text of the message.

Java Devkit

The IPP Java Devkit project has been split out from the rest of the Developer Toolkits on code.intuit.com. The Java SAML Gateway has moved to this project as well. The new URLs are:

·         IPP Java DevKit Project Home: https://code.intuit.com/sf/projects/ipp_java_devkit

·         Java DevKit Wiki: https://code.intuit.com/sf/wiki/do/viewPage/projects.ipp_java_devkit/wiki/HomePage

·         Releases: https://code.intuit.com/sf/frs/do/viewSummary/projects.ipp_java_devkit/frs

The latest release of the ipp-java-devkit is 0.9.9. This release includes broadened IDS support and bug fixes. Downloads and details about the release can be found here:

https://code.intuit.com/sf/frs/do/viewRelease/projects.ipp_java_devkit/frs.releases.ipp_java_devkit_0_9_9

Intuit Workplace App Center End-User Enhancements

Enhancements have been made to Intuit App Center improving the end-user experience. This release includes enhancements to detect existing accounts earlier in the process and enhancements to prevent users from creating additional accounts.

·         Action Required: Updated and finalized new toolbar design:

Design for the new toolbar has been updated and finalized. You must test the new toolbar if you are building or already have an application published (as a live app or in beta) on IPP. Developers will have time after the release of 2.11 to do final testing (please contact developer relations for information on the new toolbar). The new toolbar will be enabled for all end-users once it has been tested and verified by developers.

·         Redesigned Sign-Up/Sign-In (SUSI) first screen:

The first SUSI screen has been redesigned incorporating both the login and new account functions. Users now follow a single flow with both options (instead of separate flows previously). This change detects an existing account in the first step; previously users would go down the new account flow and would only be notified of an existing account after completing the new account screen.

·         Improvements in detecting and notifying users of existing accounts:

The new account page has also been enhanced to detect existing accounts upon exit of the first email address field. Users are prompted with a “speech bubble” on detection of existing account and can go back to login or recover a forgotten password.

·         Improvements in messaging IE6 as an unsupported browser:

The end-user messaging for unsupported browsers has been redesigned from a pop-up to a separate web page. Because the default settings for IE6 blocked pop-ups, users would only see the unsupported browser messaging by viewing the alert from the alert bar. Now the messaging is displayed in a standard web page and not subject to pop-up blocker settings.

·         Upcoming changes to streamline QuickBooks Data Setup:

A new streamlined Data setup process will be released as part of an upcoming QuickBooks update (currently targeting end of October). The new QuickBooks update will enable a handoff between IPP and QuickBooks to launch data setup directly from IPP. Current QuickBooks data setup is initiated from QuickBooks and requires manual intervention by the user.

Visit the Intuit Workplace App Center

Known Issues

The following issues are under investigation.

Data Services

Reference
Issue
Work-around

NONE

By design, for all Transaction types, the <BillEmail> field in transaction header is not synced to QB. This is due to QB limitations.

<BillEmail> for Transaction entities is not supported.

SBC005467

For the Job entity’s Update operation, changing the job's parent does not move the entire hierarchy below job.

Do not modify a Job’s parent when it has multiple sub-Jobs.

SBC005468

For the Job entity’s Create operation, creating a Job under an existing Job puts the new Job under the existing Job’s Customer instead.

Nested level Jobs produce write back issues. Do not create sub-Jobs on the cloud that you intend to write back to QuickBooks.

SBC005535

Missing and duplicated invoice when using IDS paging with sorting. When using the Query operation on Invoice entities with sorting by transaction date in pages, some invoices are missing and some invoices are duplicated between pages for companies with more than 500 invoices.

Avoid fast iteration through chunks when using Chunksize and IteratorId filter.

SBC005560

DataSync is slow: InitialSync takes ~330 seconds for 109mb file.

Be aware that large files take a long time to process.

SBC005588

In an ItemQuery with an Other Charge that is a percentage, the response does not return the Other Charge as a <RatePercent> as expected, but as a <UnitPrice>, ignoring the percentage.

The request XML should contain a long value, calculated from the percentage amount before the request is posted.

SBC005595

Time Activity Create: description  field > 3095 chars returns error: can bind a LONG value only for insert into a LONG column. Applies to Transaction entities also.

The Description field is limited to 3095 characters.

SBC005631

For the Estimate entity’s Read operation, the <Amount> tag under <Line> should be <LineTotal>; the response does not properly return <Cost>, <Amount>, or <Markup>.

These fields are missing in CDM v2. This will be fixed in v3.

SBC005648

In a Transaction entity Create operation, if the unit price is expressed as a percentage, the <Amount> field will be set to NULL during data sync.

The request XML should contain a long value, calculated from the percentage amount before the request is posted.

SBC005662

Error building QBXML object tree: when using the Create or Update operation on a Transaction entity. Corrupts company file.

Data write back to QuickBooks will not work. Contact support to restore the company file.

SBC005672

Estimate Read: Item type Non-Inventory Part is synced as Product.

Re-map the Item type from Product to Non-Inventory Part after read response.

SBC005676

In a Transaction entity Create operation, the <Taxable> field duplicates the <SalesTaxCode> field, and the <Taxable> field will not sync with QuickBooks.

Do not use the <Taxable> field, it will be deprecated in the next release of the CDM. Use the <SalesTaxCode> field.

SBC005724

In Transaction entity requests, specifying a <BillAddr> or <ShipAddr> with a <Default> set to 1 (true), returns <Default> set to 0 (false) in the response.

The notion of a default address is not supported in Transaction entities; assume that the address submitted is the default.

SBC005759

Submitting a query with <IncludeTagElements> specified has no effect, all records are returned regardless, and no error is generated. This happens when the entity does not support the <IncludeTagElements> property.

Use the <IncludeTagElements> property only in queries for Customer, Job, Vendor, Employee, Item, Account, and the Transaction entities.

SBC005780

[Customer issue] writeback causing soap exception

Data write back to QuickBooks will not work. Contact support to restore the company file.

SBC005793

When syncing a new customer to QB, Writeback fails with a SoapExcpention in QueryChanges.

Data write back to QuickBooks will not work. Contact support to restore the company file.

SBC005797

Currently the database does not support the <SalesTaxCode> in <Line> elements of Transaction entity Add and Mod operations. Specifying <SalesTaxCodeId> in the CDM request will not generate the QB List Id, during QBXML generation.

Use the reference by Name. The reference by ID is not supported but the reference by Name is.

SBC005799

Sync Status Query does not return Writeback history when attempting to add duplicate customer. When you attempt to writeback a new (Cloud) customer that already exists in QB, you will get an SDK error as expected, e.g. <statusCode>3100</statusCode> , <statusMessage>The name "Customer Conflict1" of the list element is already in use.</statusMessage>. If you then run Sync Status Query, you will get an empty response.  You should get a history of the ADD, Sent to Desktop and SDK error.

Sync status history does not include objects that fail to writeback to QuickBooks.

SBC005808

Adding Item in QB and sync changes status to inactive, editing item in app syncing deletes from app: When we add a new Item in our application and then sync the Quickbooks desktop data. The Item gets synced, but the status changes from 'active' to 'Inactive'. And after syncing, if we edit the item in our application, and then sync it, The item gets deleted from the Quickbooks data but not from our custom database. Due to which it is not displayed in our application as well.

This may not be an issue with IDS. The “Show All” checkbox in QuickBooks will display both active and inactive items.

SBC005815

Payroll Item filter by ID returns multiple values

Use the Get request instead of the filter, and manually search for the specific record.

SBC005816

Dup 5468? Incorrect full path name computed for QBCustomer->NGParent->NGJOb scenario:

1. Add a Job( JobA) for QBs Customer.

2. Add another job(Child Job B) for above QB customer but with JobA as Parent. QBCustomer-> JobA -> Child JoB B

3.  Add an Invoice for Child Job B

4. Do a sync. error- Hierarchy is not mantained in QuickBooks JobA and Child Job B ,both have parent as QB Customer.

Invoice  is added for Child Job B , which is correct.

These issues, known as full path name (FPN) errors, concern the problem where creating List items in the cloud, instead of first in QuickBooks, results in incorrect data returned in queries.

To avoid this problem, when referencing List items created in the cloud, always reference both the name and ID of the List item.

SBC005817

Incorrect full path name for invoice having NGCustomerId and NGJobName:
1) Add a Customer. (NG Customer )
2) Add a Job for above Customer. ( NG JOb)
3) Add an Invoice such that it uses CstomerId and JobName.
     <CustomerId idDomain="NG">1232189</CustomerId>
       <JobName>GardeningJob15</JobName.
4.) Do a sync.
Job and invoice  don't appear in QuickBooks, although writeback is successful.Only Customer is created.

These issues, known as full path name (FPN) errors, concern the problem where creating List items in the cloud, instead of first in QuickBooks, results in incorrect data returned in queries.

To avoid this problem, when referencing List items created in the cloud, always reference both the name and ID of the List item.

SBC005818

Incorrect full path name for invoice having NGCustomerId and NGJobName:0

1. Add a NG customer
2. Add NG Job for above customer
3. Add Invoice using CustomerName and JobId -
  <CustomerName>NewCustomer_14</CustomerName>
<JobId idDomain="NG">1232258</JobId>
 Do a sync

Only customer gets added in QuickBooks. Job and Invoice are missing.

These issues, known as full path name (FPN) errors, concern the problem where creating List items in the cloud, instead of first in QuickBooks, results in incorrect data returned in queries.

To avoid this problem, when referencing List items created in the cloud, always reference both the name and ID of the List item.

SBC005822

Unable to Add an Estimate using QB Customer and NG Job

These issues, known as full path name (FPN) errors, concern the problem where creating List items in the cloud, instead of first in QuickBooks, results in incorrect data returned in queries.

To avoid this problem, when referencing List items created in the cloud, always reference both the name and ID of the List item.

SBC005824

Incorrect FPN for NGJobId and NGCustomerId in Inv ADD request

These issues, known as full path name (FPN) errors, concern the problem where creating List items in the cloud, instead of first in QuickBooks, results in incorrect data returned in queries.

To avoid this problem, when referencing List items created in the cloud, always reference both the name and ID of the List item.

SBC005825

Get Sales Tax Code  by ID returns multiple values

Use the Get request instead of the filter, and manually search for the specific record.

SBC005859

For the Job entity Read operation, filter by ActiveOnly="false" returns both Active true and Active false.

When querying with ActiveOnly=”false”, you’ll have to separate the aberrant “true” entities and remove them.

Platform and Workplace

Reference
Issue
Work-around

IPW002830

Documentation for API_Attach and Detach Realm are incorrect. The documentation says that this should return the realm in the response. It does not do that.

To get the Realm, use API_GetIDSRealm.