Quickbooks walkthrough

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Quickbooks is currently in Beta supporting API version 3.

QuickBooks is a full-featured business and financial management suite that includes tools for accounting, inventory, payroll, tax filing, invoicing, bank account tracking and reconciliation, expense management, budgeting, payment processing, and accounts receivable and payable management.

Connection

To connect to Quickbooks, refer to the Quickbooks connection topic. Choose a Source Connection after creating a connection.

Reports

Various types of reports are available in Quickbooks. After creating a connection, select a specific report to pull data from Quickbooks:

• Accounts
• Customers
• Items
• Transactions
• Vendors
• General Ledger
• Profit and Loss Detail
• Balance Sheet

Reports can be generated for:

• Accounts
• Customers
• Items
• Transactions
• Vendors

Each report has particular fields displayed under the report. Some reports include a field for selecting the report type. Choose the desired Report, for example, Accounts, and select the types to use, for example, AccountsPayable and CreditCard for Account Type.

The date range of your report can be adjusted incrementally for all reports.

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• Start Date is mandatory.
• The Start Date will not be updated if a River run fails. To change this default behavior, navigate to More Options and select the Update incremental date range also on failures checkbox to advance the Start Date even if the River run is unsuccessful (Not recommended).
• Retrieves data for the date range specified between the Start and End dates.
• If you leave the end date blank, the data will be pulled at the current time of the river's run.
• Dates follow UTC timezones.
• Use the Last Days Back For Each Run option to gather data from a specified number of days before the selected start date.