If you need to figure out how to access the necessary credentials, head to Quickbooks' docs for a detailed walk through.
First, you should head to the flow that you would like to enable the Quickbooks source in.
Let's start by selecting the Quickbooks source from the potential data sources. Do that by clicking the Connect button for the Quickbooks tap.
Now that you have selected Quickbooks, you need to input your OAuth credentials.
Once you have copied these in, click the Save & Connect button.
You will then be prompted to log in to your Quickbooks account. Go ahead and log in.
You have now finished setting up the Quickbooks connection! Now onto configuring the data.
Now that the tap has been configured, it is time to set up the data you are pulling out of Quickbooks.
Click on the Quickbooks card to start getting it configured.
On this page, go ahead and click on the Field Map icon to begin configuring the data you want to pull in from Quickbooks.
For this case, I am going to edit the JournalEntry stream. I will do that by searching for JournalEntry in the search bar and then clicking the corresponding gear icon.
Now, you should go ahead and select what objects you want to pull over into the Chosen column. I am going to use the select all feature by using the box at the top of the Available column.
In the column in the middle, use the arrow to move the objects over to the chosen column.
Once you have selected what you wanted, click confirm, and then save on the original Table selector. You have completed mapping for Quickbooks!
Updated 4 months ago