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Quickbooks

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API Documentation: Quickbooks API Documentation

The QuickBooks Online Accounting API allows you to access and manage financial data related to your business’s accounting records. The integration focuses on pulling data for the following types of reports:

  1. Account Information Reports: These reports provide detailed information about the various accounts within your QuickBooks Online organization, including account types, names, balances, and transactions. This data is useful for understanding your financial structure and managing assets, liabilities, and equity accounts.
  2. Transaction Reports: These reports provide insights into the transactions associated with each account, including journal entries, bills, invoices, and payments. This data helps track financial activity and ensure accurate bookkeeping for business operations.

Source Setup Guide​

Step 1​

banner in the Edit Source form to the left.

Step 2​

Follow the authentication flow (OAuth) in Quickbooks's website to grant Extract the required permissions.

Step 3​

Confirm you can see your email and profile picture, and that the source is Connected.

Connection Setup Guide​

Once you conneted Quickbooks to a destination, you will also need to configure:

  • Connection Pull Schedule: Determines how frequently data is extracted from the source.
  • Backfill (Days): Specifies the duration for which historical data will be retrieved during each connection run.
  • Destination specific settings: different settings such as "Dataset Name" or "Target Schema" (depanding on your destination)
  • Schema Migration Policy: Controls how Extract will handle schema changes from the sourcee source.

Connector Information​

Schema ERD​

Explore the interactive entity relationship diagram for Quickbooks.

Open page

Data Streams​

account​

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bill_line​

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bill_linked_txn​

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bill_payment_line​

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bill_payment​

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bill​

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budget_detail​

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budget​

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credit_memo_line​

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credit_memo​

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customer​

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deposit_line​

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deposit​

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employee​

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estimate_custom_field​

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estimate_line​

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estimate_linked_txn​

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estimate​

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invoice_custom_field​

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invoice_line​

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invoice_linked_txn​

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invoice​

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item​

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journal_entry_line​

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journal_entry​

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payment_line​

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payment_method​

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payment​

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purchase_line​

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purchase_linked_txn​

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purchase_order_custom_field​

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purchase_order_line​

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purchase_order​

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purchase​

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refund_receipt_custom_field​

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refund_receipt_line​

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refund_receipt​

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sales_receipt_custom_field​

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sales_receipt_line​

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sales_receipt_linked_txn​

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sales_receipt​

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term​

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time_activity​

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transfer​

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vendor_credit_line​

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vendor_credit_linked_txn​

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vendor_credit​

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vendor​

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