QuickBooks

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

Prerequisites

• Intuit Developer account
• OAuth2.0 credentials (Client ID, Client secret, Refresh token, Access token, Token expiry date, Realm id)

Features

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

Setup guide

Step 1: Create a QuickBooks Application

1. Create an Intuit Developer account

2. Visit your Intuit Developer Dashboard.

3. Click Create an application, give your app a name, and select the scopes of the APIs you would like to access.

Step 2: Obtain QuickBooks credentials

1. The easiest way to get these credentials is by using Quickbook's OAuth 2.0 playground.

2. From the Select app dropdown, select one of your sandbox companies. Copy your Client Id and Client Secret. You will use them when creating the source in Daspire.

3. In the Scopes section, select one or more scopes.

4. Click Get authorization code. If asked, select Connect to connect your app to the OAuth Playground.

5. Review and copy the auto-generated Authorization code and Realm ID. The authorization code is based on your app’s scopes.

6. Click Get tokens. Copy the Access Token, Refresh Token, and Realm ID.

7. Review the sample request and response.

Step 3: Set up QuickBooks in Daspire

1. Select QuickBooks from the Source list.

2. Enter a Source Name.

3. Enter the Client ID - The OAuth2.0 application ID you obtained in Step 2.

4. Enter the Client Secret - The OAuth2.0 application secret you obtained in Step 2.

5. Enter the Refresh Token you obtained in Step 2.

6. Enter the Access Token you obtained in Step 2.

7. Enter the Token Expiry Date - DateTime when the access token becomes invalid.

8. Enter the Realm ID - The Labeled Company ID you'd like to replicate data for streams you obtained in Step 2.

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

10. Sandbox - Turn on if you're going to replicate the data from the sandbox environment.

11. Click Save & Test.

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.