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not able to move from Development environment to Production environment #55

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catconner opened this issue Nov 19, 2024 · 3 comments
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@catconner
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Hello there, this extension seems to work great, but I'm having trouble moving it out of QB Sandbox mode and/or attaching it to my live QBO company.

I authorized it to my developer account (which has admin privileges on the QBO live company account), and connected it via "Development Settings" client id and secret. It works great against the sandbox company!

Now I want to take it live, but I can't for the life of me figure out how to connect it to the live environment. I've published the QB app I created, put the production client id and secret I received into the CiviQuickbooks online settings, and changed the Environment setting from Development to Production. But there was no new authorization process kicked off when I click "submit", and now my scheduled jobs are failing with authentication errors.

I definitely have admin privileges on the Intuit developer side; the live QBO company opens when I click "Production Companies" under the "Production Settings" of the QB app I created.

I tried reinstalling the CiviQuickbooks extension, thinking I could start the authorization over from scratch -- but it retains the previous key and secret, and "Submit" doesn't do anything.

Is it possible to force the extension to reset the authorization process? "Forget" the app it has been connected to?

Thanks!

@agileware-justin
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@catconner maybe try clearing the access token? You can do this using the API explorer. For example on WordPress the URL would be: /wp-admin/admin.php?page=CiviCRM&q=civicrm%2Fapi4#/explorer/Setting/get?select=%5B"quickbooks_access_token"%5D

Here's the relevant part of the code which shows which settings names are used, https://github.com/agileware/au.com.agileware.civiquickbooks/blob/master/CRM/Quickbooks/APIHelper.php#L199

@catconner
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Great suggestion, thank you! Clearing the access token alone didn't work, so I cleared all the settings, and was able to re-run the authorization against the live account. Which now shows connected.

Now I'm troubleshooting why the invoices don't appear in my QBO live account, even though the scheduled jobs are reporting success.....

@catconner
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Actually -- the invoices DO appear, I'm just not patient enough to wait for the API :-D It works! Problem solved!

Excellent extension, my only wish would be to add support for the classes -- it would be great to create the invoices with QB classes as well as product/service names.

Thank you!

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