QuickBooks

Connect to QuickBooks

1. Go to the Resources page and click the button.

2. Select QuickBooks.

3. Enter your account credentials and click Connect. Please follow the instructions here to get credentials.

• Client ID

• Client Secret

• Realm ID

• Refresh Token: A token used when refreshing the access token

• Sandbox: Whether is an sandbox environment.

• Start Date: Retrieve data after this date. The date should be UTC date and time in the format 2017-01-25T00:00:00Z.

• User Agent

4. Choose tables to import and click Finish Setup.

5. You will see a icon next to your resource. It may take a few minutes to several hours depending on the data size and the number of your tables. Once your data is ready, you will receive a notification email.

Supported table

• Accounts

• BillPayments

• Budgets

• Bills

• Classes

• CreditMemos

• Customers

• Departments

• Deposits

• Employees

• Estimates

• Invoices

• Items

• JournalEntries

• Payments

• PaymentMethods

• Purchases

• PurchaseOrders

• RefundReceipts

• SalesReceipts

• TaxAgencies

• TaxCodes

• TaxRates

• Terms

• TimeActivities

• Transfers

• VendorCredits

• Vendors