QuickBooks

This page contains the setup guide and reference information for QuickBooks.

Prerequisites

• Intuit Developer account
• Access to the QuickBooks company you want to sync
• Permission to authorize Daspire from that QuickBooks account

Features

Feature	Supported?
Full Refresh Sync	Yes
Incremental Sync	Yes
Namespaces	No

Setup guide

Step 1: Confirm QuickBooks access

1. Sign in to the Intuit Developer Dashboard or QuickBooks account that can access the company you want to sync.

2. Confirm whether you want to connect a sandbox company or a production company.

Step 2: Set up QuickBooks in Daspire

1. Select QuickBooks from the Source list.

2. Enter a Source Name.

3. Click Connect with OAuth and authorize Daspire in QuickBooks.

4. Enter the User Agent used for API logging, such as Daspire <your-email@example.com>.

5. Enter the Start date - The date starting from which you'd like to replicate data.

6. Turn on Sandbox if you're going to replicate data from a sandbox company.

7. Click Save & Test.

Daspire manages the QuickBooks OAuth app credentials and stores the returned refresh token and company Realm ID securely. You do not need to paste a client ID, client secret, access token, refresh token, token expiry date, or Realm ID into the source form.

Supported streams

This source is capable of syncing the following streams:

• Accounts
• BillPayments
• Budgets
• Bills
• Classes
• CreditMemos
• Customers
• Departments
• Deposits
• Employees
• Estimates
• Invoices
• Items
• JournalEntries
• Payments
• PaymentMethods
• Purchases
• PurchaseOrders
• RefundReceipts
• SalesReceipts
• TaxAgencies
• TaxCodes
• TaxRates
• Terms
• TimeActivities
• Transfers
• VendorCredits
• Vendors

Data type mapping

Integration Type	Daspire Type
string	string
number	number
array	array
object	object

Troubleshooting

Max number of tables that can be synced at a time is 6,000. We advise you to adjust your settings if it fails to fetch schema due to max number of tables reached.