Training Day

Configure QBO Callback

Set up your QuickBooks Online sandbox app with the proper OAuth callback using OttoFMS

Setting Up Your QBO Callback URL

In this hands-on exercise, we'll configure your QuickBooks Online Developer sandbox app to use the OttoFMS redirect method for OAuth.

Prepare Your Callback URL

For the OttoFMS method, your callback URL will follow this pattern:

https://<your-server-address>/otto/redirect/fm/SimpleLedger/oauth-callback

Where:

  • <your-server-address> is your FileMaker Server's domain
  • SimpleLedger is your FileMaker file name
  • oauth-callback is the script that will handle the OAuth response

Steps to Configure in QuickBooks

  1. Log in to your QuickBooks Developer account

  2. Navigate to your app dashboard

    • Select "Dashboard" from the navigation menu
    • Choose your sandbox app (or create one if needed)
  3. Configure the redirect URI

    • Look for "Development Settings" or "Keys & OAuth"
    • Find the section for "Redirect URIs"
    • Add your OttoFMS callback URL from above
    • Make sure to save your changes
  4. Note your Client ID and Secret

    • Record your Client ID and Client Secret
    • Enter these values in the QBO Settings Screen in your SimpleLedger.fmp12 file

Testing Your Configuration

Since all the FileMaker code is already implemented:

  1. Open your SimpleLedger.fmp12 file
  2. Navigate to the QBO Settings Screen
  3. Ensure you've entered your Client ID and Client Secret
  4. Click the "Connect" button to initiate the OAuth flow
  5. The process should redirect to QuickBooks, then back to your FileMaker solution via OttoFMS

If the flow completes successfully, you'll be authenticated with QuickBooks Online and can proceed to the next step of the workshop.

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