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Configuring your connectionsConnection configurations

QuickBooks

Supports:

  • ✅ Models
  • ✅ Model sync destination
  • ✅ Bulk sync source
  • ✅ Connection Proxy

Connection

Configuration

NameTypeDescriptionRequired
client_idstringoptional
client_secretstringoptional
oauth_refresh_tokenstringoptional
realm_idstringCompany IDoptional

Example

{
  "name": "QuickBooks connection",
  "type": "quickbooks",
  "configuration": {
    "client_id": "a45gadsfdsaf47byor2ugfbhsgllpf12gf56gfds",
    "client_secret": "ay8d5hdepz62px8lqeoakuea2ccl4rxm13i6tbyorxhu1i20kc8ruvksmzxq",
    "oauth_refresh_token": "dasfdasz62px8lqeoakuea2ccl4rxm13i6tbyorxhu1i20kc8ruvksmzxq",
    "realm_id": "12345678"
  }
}

Model Sync

Source

Configuration

NameTypeDescriptionRequired
date_macrostringDate macro

Accepted values: Today, Yesterday, This Week, Last Week, This Week-to-date, Last Week-to-date, Next Week, Next 4 Weeks, This Month, Last Month, This Month-to-date, Last Month-to-date, Next Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Quarter-to-date, Last Fiscal Quarter-to-date, Next Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, Next Fiscal Year, custom		optional
objectstringObject

Accepted values: accounts, bill_payments, bills, budgets, classes, credit_memos, customer_types, customers, departments, deposits, employees, estimates, invoices, items, journal_entries, payment_methods, payments, purchase_orders, purchases, refund_receipts, report_customer_balance_accrual, report_customer_balance_cash, report_general_ledger_accrual, report_general_ledger_cash, report_balance_sheet_month, report_cashflow_month, report_vendor_expenses_month_accrual, report_vendor_expenses_month_cash, report_balance_sheet_quarter, report_cashflow_quarter, report_vendor_expenses_quarter_accrual, report_vendor_expenses_quarter_cash, report_balance_sheet_week, report_cashflow_week, report_vendor_expenses_week_accrual, report_vendor_expenses_week_cash, sales_receipts, tax_agencies, tax_codes, tax_rates, terms, time_activities, transfers, trial_balances, vendor_credits, vendors		required
start_datestringStart dateoptional

Example

{
  ...
  "configuration": {
    "date_macro": "Today",
    "object": "accounts",
    "start_date": ""
  }
}

Target

QuickBooks connections may be used as the destination in a model sync.

Bulk Sync

Source

QuickBooks connections may be used as a bulk sync source. No additional configuration options are required.