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.
Enable user configurable target
From here, enable the toggle for User configurable target and click Save.
Enable Quickbooks target
Under the Targets tabs of the flow, click add a target, and select the Quickbooks target.
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
Updated 18 days ago