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QuickBooks 

QuickBooks is an online accounting software package. You can use a QuickBooks private app as a data source when landing or replicating data.

See the Schema section for a list of objects available for replication.

Currently, replicating data f rom QuickBooks desktop apps isn’t supported.

Preparing for authentication

To access your data, you need to authenticate the connection with your account credentials.

Information noteMake sure that the account you use has read access to the tables you want to fetch.

To create an OAuth 2.0 app for QuickBooks:

  1. Log into Intuit Developer Portal.
  2. From the dashboard, click + Create an App.
  3. Under Platforms, choose QuickBooks Online.
  4. Name your app and choose the accounting scopes: com.intuit.quickbooks.accounting.

To obtain your client ID and secret:

  1. In your app settings, go to Keys & OAuth section.
  2. Copy your client ID and secret.
  3. Make sure Authorized Redirect URIs is set to https://connector.qlik.com/auth/oauth/v3.htm.

Creating the connection

For more information, see Connecting to SaaS applications.

  1. Click Authenticate when you have filled in the required connection settings.

    You may be asked to log in to the source application.

    A window is displayed with an authentication code.

  2. Copy the code to the clipboard and return to the connection dialog.

  3. Paste the code in Complete authentication with the code provided by the source and click Verify.

    Tip noteYou may need to scroll down to see this field.

    When status is Verified, the authentication is verified.

  4. Provide a name for the connection in Connection name.

  5. Select Open connection metadata to define metadata for the connection when it has been created.

Connection settings
SettingDescription
Data gateway

Select a Data Movement gateway if required by your use case.

Information note

This field is not available with the Qlik Talend Cloud Starter subscription, as it does not support Data Movement gateway. If you have another subscription tier and do not want to use Data Movement gateway, select None.

For information on the benefits of Data Movement gateway and use cases that require it, see Qlik Data Gateway - Data Movement.

Start Date

Enter the date, in the format MM/DD/YYYY, from which the data must be replicated from your source to your target.

Client IDClient ID.
Client SecretClient secret.
Realm IDQuickBooks company ID.

You can find it under your Account Settings > Billing and Subscription of your QuickBooks account.

Connect to a sandbox environmentSelect this option if you are connecting to a sandbox environment.

Schema

Information note

Schemas and naming conventions can change from version to version. It is recommended to verify your version before continuing.

The schema and info displayed below is for version 2.

Depending on your destination, table and column names may not appear as they are outlined below.

accounts

The accounts table contains info about the various account types in you QuickBooks instance. This table includes all account types: asset, liability, revenue (income), expenses, and equity.

Note: Both active and inactive accounts are included in the data for this table.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

bill_payments

The bill_payments table contains info about payments made on bills received from vendors for goods or services.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

bills

The bills table contains info about the bills, or requests for payment from third parties, in your QuickBooks instance.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

budgets

The budgets table contains info about the current state of budgets in your QuickBooks instance. Note: Both active and inactive budgets are included in the data for this table.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

classes

The classes table contains info about the classes set up in your QuickBooks instance. Note: Both active and inactive classes are included in the data for this table.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

credit_memos

The credit_memos table contains info about the credit memos in your QuickBooks instance. A credit memo is a transaction representing a refund or credit of payment for goods or services that have been sold.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

customer_types

The customer_types table contains info about types of customers.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

customers

The customers table contains info about the consumers of your business’s goods and services. Note: Both active and inactive customers are included in the data for this table.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

deleted_objects

The deleted_objects table contains info about objects deleted from QuickBooks.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

departments

The departments table contains info about the departments in your QuickBooks instance. Note: Both active and inactive departments are included in the data for this table.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

deposits

The deposits table contains info about deposits in your QuickBooks instance. These can be customer payments or new direct deposits.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

employees

The employees table contains info about the people working for your company. Note: Both active and inactive employees are included in the data for this table.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

estimates

The estimates table contains info about the estimates in your QuickBooks instance. An estimate is a financial proposal from a business to a customer for goods or services.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

invoices

The invoices table contains info about the invoices in your QuickBooks account.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

items

The items table contains info about the items your company buys, sells, or re-sells. This includes all item types in QuickBooks, such as Inventory, Group, Service and Noninventory.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

journal_entries

The journal_entries table contains info about the journal entries in your QuickBooks instance. A journal entry is a transaction that:

  • Contains a pair of distribution lines, including a debit and a credit
  • Each distribution line has an account from the Chart of Accounts
  • The total of the debit column equals the total of the credit column

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

payment_methods

The payment_methods table contains info about the methods of payment your company receives for goods. Note: Both active and inactive payment methods are included in the data for this table.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

payments

The payments table contains info about the payments recorded in your QuickBooks instance.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

profit_loss_report

The profit_loss_report table contains reports about profit and loss recorded in your QuickBooks instance.

Replication Method

CDC

Primary Key

ReportDate

Useful links

QuickBooks documentation

QuickBooks API method

purchase_orders

The purchase_orders table contains info about purchase orders in your QuickBooks instance. A purchase order is a request to purchase goods or services from a third party.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

purchases

The purchases table contains info about the purchases recorded in your QuickBooks instance. This table includes all purchase types: Cash, Check, and CreditCard.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

refund_receipts

The refund_receipts table contains info about customer refunds recorded in your QuickBooks instance.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

sales_receipts

The sales_receipts table contains info about the sales receipts recorded in your QuickBooks instance.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

tax_agencies

The tax_agencies table contains info about the tax-collecting entites defined in your QuickBooks instance.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

tax_codes

The tax_codes table contains info about the tax codes defined in your QuickBooks instance. Note: Both active and inactive tax codes are included in the data for this table.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks API method

tax_rates

The tax_rates table contains info about the tax rates defined in your QuickBooks instance. Note: Both active and inactive tax rates are included in the data for this table.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

terms

The terms table contains info about the sale terms defined in your QuickBooks instance. Note: Both active and inactive terms are included in the data for this table.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

time_activities

The time_activities table contains info about vendor and employee time records in your QuickBooks instance.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

transfers

The transfers table contains info about account transfers from your company’s QuickBooks chart of accounts.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

vendor_credits

The vendor_credits table contains info about credits that a vendor owes your company.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

vendors

The vendors table contains info about the sellers your company purchases products from. Note: Both active and inactive vendors are included in the data for this table.

Replication Method

CDC

Primary Key

Id

Useful links

QuickBooks documentation

QuickBooks API method

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