How to Setup QuickBooks Integration

This integration will allow you to connect with QuickBooks and start receiving data for your accounts, invoices, and customers. It is a matter of minutes to send your data to feed your BI, your data warehouse, or your custom analytics stack.

Here are the steps involved:

  1. Connecting QuickBooks
  2. Set the Replication Frequency
  3. Load your QuickBooks data into your data warehouse
  4. QuickBooks expected Data Model and schema

Getting Started – Setup QuickBooks integration

1. Locate QuickBooks Data Source

To add this integration, go to Blendo Dashboard. Click Add a Source.

 

Quickbooks integration

Click on Connect with QuickBooks

Quickbooks integration

2. Sign in with your QuickBooks Account

In the new window enter your credentials to connect to QuickBooks with oAuth.

Quickbooks integration

 

3. Authorize Blendo + QuickBooks Integration

You will be prompted to authorize Blendo to connect with your QuickBooks account. Review the text and click Authorize.

Quickbooks integration

 

In the new window, check if everything looks as it should be and click Verify & Save.

Quickbooks integration

Blendo will start receiving data from your QuickBooks.

Expected QuickBooks Data

Getting your QuickBooks data is one thing. What about these data, though? Let’s see:

  1. How Blendo syncs QuickBooks data
  2. The tables with QuickBooks data that we create in your destination data warehouse

How Blendo syncs QuickBooks data

Historical Data

When Blendo first connects to QuickBooks Data source, will pull all your historical data.

Sync Schedule

Blendo syncs QuickBooks data based on the schedule and frequency you choose. The default setting is every 1 hour but is configurable from inside the app.

Replication Process

The first time Blendo syncs your QuickBooks data performs a full replication. Then your QuickBooks data is replicated incrementally. Meaning that Blendo will replicate only new and updated rows to your destination data warehouse.

What QuickBooks data do I have available?

Bellow are some of the tables with QuickBooks data that we create in your target data warehouse.

Download the QuickBooks Schema in CSV format

For a complete view of the data model of your expected data click here.

Accounts

Table Name: accounts

The table contains information about Accounts in QuickBooks

Primary Key: id

Columns of this table include: Name, CurrentBalance, AccountType, SubAccount.

Bill

Table Name: bill

The table contains information about the Bill in QuickBooks.

Primary Key: id

Columns of this table include: Balance, DueDate, TotalAmt, SalesTermRef.value.

Deposit

Table Name: deposit

The table contains information about the Deposits in QuickBooks.

Primary Key: id

Columns of this table include: CashBack.Amount, CurrencyRef.value, PrivateNote, TxnDate.

Deposit Lines

Table Name: deposit_lines

This table contains information about Deposit Lines in QuickBooks.

Primary Key: blendo_id

Columns of this table include: Amount, deposit_id, DepositLineDetail.AccountRef.name, LineNum, LinkedTxn.TxnLineId.

Invoice

Table Name: invoice

This table contains information about Persons in QuickBooks.

Primary Key: id

Columns of this table include: Balance, BillAddr.Id, CurrencyRef.value, Deposit, LinkedTxn.TxnId, ShipAddr.City, TxnDate.

Item

Table Name: item

This table contains information about Items in QuickBooks.

Primary Key: id

Columns of this table include: Description, InvStartDate, Name,
PurchaseCost, UnitPrice
.

Journal Entry

Table Name: journal_entry

The table contains information about the Journal Entry in QuickBooks.

Primary Key: id

Columns of this table include: Adjustment, MetaData.CreateTime, PrivateNote, TxnDate.

Payment

Table Name: payment

The table contains information about Payments in QuickBooks.

Primary Key: id

Columns of this table include: CustomerRef.name, MetaData.CreateTime, PaymentMethodRef.value, ProcessPayment, TxnDate.

Download the full QuickBooks Schema in CSV format

For a complete view of the data model of your expected data click here.

Questions? Contact us!

in Connecting SaaS Data Sources