Quickbooks

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Check out the Quickbooks Online API docs here for more information.

Set up

To get set up you will just need to log in to your Quickbooks account using your username and password.

Features

Reports detail

There are two report types available for Quickbooks, Query, and Report.

Query

Any object in the 'all entities' section of the Quickbooks Online API Explorer can be queried. The query to use is specified in the relevant section in the API Explorer for example Account. To retrieve data from the Accounts object the following would be entered into the query string textarea:

SELECT * FROM Account

As well as specifying the table in the query the table must be specified in the From Table textarea.

Report

For this report type, we ask for the report endpoint (e.g. AccountList) and the custom query string (see below).

Any report in the 'report entities' section of the Quickbooks Online API Explorer can be queried. The query to use is specified in the relevant section in the API Explorer for example Journal Report.

The query string should be composed of the query parameters listed in the documentation, separated by '&'. If you do not specify columns in the query string, only the default columns are returned.

As an example, to retrieve the specified data from the JournalReport for this fiscal year to date the following would be entered into the query string textarea:

columns=acct_num_with_extn
,account_name
,credit_amt
,create_date
,debt_amt
,journal_code_name
,last_mod_date
,neg_open_bal
,paid_date
,txn_type
&date_macro=This Fiscal Year-to-date

Limitations

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Destination table structure

All data will be returned in 1 column and will require unnesting.