QuickBooks data source
Learn how to set up a QuickBooks data source and then move this data to one of the supported by Coupler.io data destinations.
The 2 steps to complete the setup
1. Set up your data source
1.1. Select an application: QuickBooks
1.2. Connect a QuickBooks account
- Click CONNECT.
- Log in to the chosen QuickBooks account.
- Coupler.io will need access to view your QuickBooks data. Click Allow to grant access.
1.3. Enter the Board URL
Select a data category to import:
- Account, Attachable, Bill, Bill Payment, Budget, Class, Company Info, Credit Memo, Customer, Department, Deposit, Employee, Estimate, Exchange Rate, Invoice Item, Journal Entry, Journal Code, Payment, Payment Method, Preferences, Purchase, Purchase Order, Refund Receipt, Sales Receipt, Tax Agency, Tax Code, Tax Rate, Term, Time Activity, Transfer, Vendor, Vendor Credit
1.4. Fill out the "Where" field
Use this field to retrieve a filtered set of elements that don't have explicit parameters. Learn more
Example:
To retrieve all Accounts Receivable from the Account entity:
AccountType='Accounts Receivable'
To retrieve all Invoices created in the specified period:
MetaData.CreateTime >= '{{thisyearstart}}' AND MetaData.CreateTime < '2021-02-01T12:00:00'
This field supports macro. Learn more.
1.5. Fill out the "Order" field
Use this field to retrieve results in ascending or descending order. Learn more
Example:
- Retrieve the list of contacts filtered by email address in descending order:
EmailAddress DESC
- Retrieve the list of contacts filtered by email address in ascending order:
EmailAddress
1.6. Fill out the "Split by" field
For example: if an invoice has several line items (several items mentioned in a single invoice) and you want to split them into different rows during the import, type in Line in the Split by field.
2. Set up your data destination
Continue setting up the integration depending on the system where you want to import data to. See full list of supported data destinations and follow set up guide for chosen one.