Your first API Explorer request

Step 1: Sign Up as an Intuit Developer

Already have an Intuit Developer Account? Then sign in and skip to Step 2 below.

  1. Go to
  2. Click the Join button.
  3. Fill out your information and click Sign Up.

Step 2: Create Your X.509 Certificate

(Learn More about X.509 certification creation)

To generate a X.509 certificate you need access to an environment that can run openSSL commands.

Follow these steps to generate a cert file.

  1. Open up a terminal or command line application.
  2. Copy and paste this command into your terminal, to generate your .crt and .key files
  • Linux and Mac
openssl req -x509 -nodes -days 365 -newkey rsa:1024 -keyout testapp1.key -out testapp1.crt
  • Windows
openssl.exe req -x509 -nodes -days 365 -newkey rsa:1024 -keyout testapp1.key -out testapp1.crt
  1. Click enter to run the command.
  2. You are prompted to enter in information. Fill out the information--fake information is fine.
  3. You should now have your X.509 certificate files with the file names testapp1.key and testapp1.crt.
  • testapp1.crt is your public certificate file.
  • testapp1.key is your private certificate file.
  • The files are located in the directory you ran the openssl command.
    • You can type pwd to figure out the location of the files or use a search feature of your operating system.
  1. Copy and paste this command into your terminal, to package the .crt and .key file into a .pfx file.
  • Linux and Mac
openssl pkcs12 -export -in testapp1.crt -inkey testapp1.key -out testapp1.pfx
  • Windows
openssl.exe pkcs12 -export -in testapp1.crt -inkey testapp1.key -out testapp1.pfx
  1. Click enter to run the command.
  2. You are prompted to enter a password. Create a password and save it for when you use the .pfx file. 
  3. You should now have your PKCS#12 file with the file name testapp1.pfx.

Step 3: Create Your API Test Application

  1. Go to
    • If the page asks you to complete your profile, do that now.
  2. Add your App Name, example: My API Explorer App.
  3. Click upload a file to upload your X.509 public certificate.
    • Upload the testapp1.crt file for this step.
  4. Click no for each of the options at the bottom of the page.
  5. Click Continue.
  6. Click Confirm.

Your authorization key, token, and secret are now in the Unique OAuth Key and SAML ID section. 

Note: During the testing phase, you will have a limited (throttled) number of test customers and accounts that are eligible for acquiring data (maximum of 20 customers, and 10 associated financial accounts). If you have a business need to test more than this, please submit a support ticket with your specific request. In the development access environment. Batch files are not available

Step 4: Use the API Explorer to Make API Calls

  1. Go to the site.
  2. Click Customer Account Data.
  3. Choose the app name you entered at step 2.2 from the Select App Integration dropdown.
  4. Enter the End User ID and Password you created at step 2.8 for the X509 Private Key Password.
  5. Click Upload a file to navigate to your .pfx file. Upload the testapp1.pfx file for this step.
  6. Click Submit.
  7. Now you are authenticated.
  8. Click getInstitutions.
  9. Click Read.
  10. Click Try it!

This request pulls down thousands of financial institutions so it will take a couple minutes to return

Congratulations, you have successfully made your first API call!

 Got Questions? Get Answers in the IDG Developer Community