Merge branch 'main' into spellChecks

Author: pzaichkina

docs/integrations/accounting/quickbooksonline/accounting-quickbooksonline.md

@@ -15,7 +15,48 @@ This integration supports the ability to include additional fields within our st
 
 See [Set up the QuickBooks Online integration](/integrations/accounting/quickbooksonline/accounting-quickbooksonline-new-setup) to learn how to set up and enable the integration.
 
+## Intuit App Partner Program
+
+Intuit's [App Partner Program](https://blogs.intuit.com/2025/05/15/introducing-the-intuit-app-partner-program/) supports providers of applications built on Intuit's platform with higher security standards, early access to new features, and more reliable data synchronization.
+
+If you plan to publish an app in the QuickBooks ecosystem, you must register with the partner program and fill in the app assessment questionnnaire. We created an [App assessment questionnaire guide](/integrations/accounting/quickbooksonline/qbo-app-assessment-questionnaire) to help you answer its questions.
+
+#### Tiered usage model
+
+The Intuit App Partner Program operates a tiered usage model. Under this model, Intuit classifies API calls into two categories:
+
+- Core API calls - free and unlimited routine tasks, such as creating or updating invoices, bills, and customers
+- CorePlus API calls - data-heavy tasks, such as running reports or retrieving deep historical data 
+
+The [API classification for the Intuit App Partner Program](https://help.developer.intuit.com/s/article/API-classification-for-the-Intuit-App-Partner-Program) article explains how API calls are classified into Core and CorePlus.
+
+:::caution Track API call usage to avoid extra charges
+
+Each tier is allocated a monthly limit of CorePlus API calls, and exceeding this limit may result in additional charges. Track your app's usage of API calls to avoid this.
+
+:::
+
+#### Track usage
+
+To avoid unexpected costs, track your app's usage of API calls following these steps:
+
+1. Log in to the [Intuit Developer Portal](https://developer.intuit.com/dashboard?tab=apps).
+2. Navigate to the _App dashboard_ and select the app you want to review. 
+3. In the left-hand menu, click **Analytics**.
+4. In _Analytics_, toggle the environment to **Production**. You will see a chart detailing your Core and CorePlus usage.
+
+#### Optimize usage
+
+Optimizing your API call usage may reduce the overall fees owed to Intuit. We recommend the following:
+
+- Limit the number of data refresh requests built into your product.
+- Adjust the frequency of data type syncs to our recommended levels.
+
+If you have questions about optimization, reach out to your Account Manager.
+
 ## Additional information
 
 - [QuickBooks Online FAQ](/integrations/accounting/quickbooksonline/faq-quickbooks-online)
 - [QuickBooks Online integration reference](/integrations/accounting/quickbooksonline/quickbooks-online-integration-reference)
+- [Intuit App Partner Program](https://blogs.intuit.com/2025/05/15/introducing-the-intuit-app-partner-program/)
+- [App assessment questionnaire guide](/integrations/accounting/quickbooksonline/qbo-app-assessment-questionnaire)

docs/integrations/accounting/quickbooksonline/qbo-app-assessment-questionnaire.md

@@ -11,19 +11,59 @@ However, some questions relate to Codat's integration with QuickBooks Online. We
 
 ## Questionnaire
 
-### General questions
+To access the questionnaire, navigate to **Keys and credentials** in your app's detailed view and toggle the environment to **Production**. Provide general app details in **App details**, then switch to the **Compliance** tab and click **Start questionnaire**.
+
+<img src="/img/integrations/accounting/quickbooksonline/qbo-app-details-questionnaire.png" />
+
+### App details
+
+This section has several questions related to Codat. We provided detailed answers to the highlighted the responses you should choose in **bold**.
+
+1. **Review your Intuit Developer Portal Profile and verify your email**
+
+This question should be answered by the app's developer.
+
+2. **Add your app's end-user license agreement and privacy policy**
+
+This question should be answered by the app's developer.
+
+3. **Add your app's host domain, launch URL, and disconnect URL**
+
+This question should be answered by the app's developer based on the guidelines provided below.
+
+    - **Host domain**: the URL of the domain host of your website or app.
+    
+    - **Launch URL**: Initial URL for your app's authorization flow. If using [Hosted Link](/auth-flow/authorize-hosted-link), provide the generic Link URL from the [Codat Portal](https://app.codat.io).
+
+    - **Disconnect URL**: Link to the process for deauthorizing the app's access to QBO. This can be the URL of the [Unlink connection](/platform-api#/operations/unlink-connection) endpoint or a link to your website or app instead.
+
+4. **Select at least one category for your app**
+
+This question should be answered by the app's developer.
+
+5. **Tell us about any regulated industries that use your app**
+
+This question should be answered by the app's developer.
+
+6. **Tell us where your app is hosted**
+
+As Codat interacts directly with QBO, the app's developer needs to include Codat's IPs and hosting locations as well as their own. Review our [QBO integration reference](/integrations/accounting/quickbooksonline/quickbooks-online-integration-reference#qbo-app-hosting) for Codat's hosting details.
+
+### Compliance
+
+#### General questions
 
 There are no questions related to Codat in this section. Developers can answer all questions according to their own circumstances.
 
-### Lending
+#### Lending
 
 This section will only appear in your questionnaire if you confirmed that you are a lender earlier in the process. If you are not a lender, skip this section.
 
 If you are a lender and don't see these questions in your questionnaire, go back to the _Production Settings_ screen in the QuickBooks developer dashboard and ensure the **Lending** checkbox is ticked before proceeding.
 
 There are no questions related to Codat in this section. Developers can answer all questions according to their own circumstances.
 
-### App information
+#### App information
 
 This section has several questions related to Codat. We highlighted the responses you should choose in **bold**.
 
@@ -73,7 +113,7 @@ After selecting option **B**, provide an estimated number of QuickBooks Online u
 
 This question should be answered by the app's developer.
 
-### Authorization and authentication
+#### Authorization and authentication
 
 This section has several questions related to Codat. We highlighted the responses you should choose in **bold**.
 
@@ -129,7 +169,7 @@ This question should be answered by the app's developer. Testing the app is a ma
 | a      | Yes      |
 | **b**  | **No**   |
 
-### API usage
+#### API usage
 
 This section has several questions related to Codat. We highlighted the responses you should choose in **bold**.
 
@@ -147,7 +187,7 @@ Codat does not integrate with the Payments or Payroll APIs.
 
 This question should be answered by the app's developer.
 
-### Accounting API
+#### Accounting API
 
 This section will appear in the questionnaire once you select _Accounting API_ in the previous set of questions.
 
@@ -226,7 +266,7 @@ After selecting option **E**, provide this additional information:
 
 **Adhoc on requests for new data.**
 
-### Error handling
+#### Error handling
 
 1. **Have you tested if your app can handle API errors, including syntax and validation errors?**
 
@@ -253,7 +293,7 @@ After selecting option **E**, provide this additional information:
 
 This question should be answered by the app's developer.
 
-### Security
+#### Security
 
 1. **Has your company ever had a security breach that required notification to customers or government agencies/authorities?**