> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://apidocs.polytomic.com/2024-02-08/guides/configuring-your-connections/connections/quickbooks/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://apidocs.polytomic.com/_mcp/server. # QuickBooks Supports: * ✅ Models * ✅ Model sync destination * ✅ Bulk sync source * ✅ Connection Proxy ## Connection ### Configuration
NameTypeDescriptionRequired
client_id string false
client_secret string false
oauth_refresh_token string false
realm_id string Company ID false
#### Example ```json { "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_macro string Date 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`
false
object string Object

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`
true
start_date string Start date false
#### Example ```json { ... "configuration": { "date_macro": "", "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.