Quickbooks

Get started with the Quickbooks target!

Supported Entities

Currently the Quickbooks target does not currently support all QBO entities. Don't see the entity you want? Contact us​

Entity

Supported by Target

Unified Schema

Classes

🟢 Yes

🔴 Not supported

Customers

🟢 Yes

🟢 Supported, see Customers docs

Invoices

🟢 Yes

🟢 Supported, see Invoices docs

Items

🟢 Yes

🟢 Supported, see Items docs

Purchases

🟢 Yes

🔴 Not supported

Purchase Orders

🟢 Yes

🔴 Not supported

Sales Receipts

🟢 Yes

🔴 Not supported

Journal Entries

🟢 Yes

🟢 Supported, see Journal Entries docs

Enable the Quickbooks target

📘

Note

The Quickbooks target is designed for flows with a user configurable target. Do not use it for a normal flow, or you will get unexpected behavior. You can change this setting under the Details page of your flow.

First we will ensure that the flow has User configurable target enabled. Head to your flow, and go to the target options.

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Enable user configurable target

From here, enable the toggle for User configurable target and click Save.

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Enable Quickbooks target

Under the Targets tabs of the flow, click add a target, and select the Quickbooks target.

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Input Quickbooks OAuth details

You will now be prompted to provide your OAuth credentials to enable the Quickbooks target.

CSV Data Format

🚧

Deprecated

New users should leverage the unified accounting schema when possible. The CSV format only supports a subset of objects and is deprecated.

Journal Entries

When sending Journal Entries to the Quickbooks target, the file must be named JournalEntries.csv have the following columns.

Column Name

Description

Transaction Date

The day the transaction occurred

Journal Entry Id

The ID of the Journal Entry (becomes the DocNumber in QBO)

Account Number

Account Name

If you aren't using Account Numbers, it will use this column to find the Account

Class

Customer Name

Amount

Must be a POSITIVE number

Posting Type

Either "Debit" or "Credit"

Description

Description for the entry

Currency

Optional. Allows you to specify a different currency code

Below is an example JournalEntries.csv


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