Intro
QuickBooks Online is the most commonly used small business accounting and financial management software. It allows users to track sales and customer information and provide reports for managing the business and serving their customers. Use Domo's QuickBooks Online Reports connector to retrieve data about all financial aspects of your business. To learn more about the QuickBooks Online Reports API, visit their page (https://developer.intuit.com/app/developer/qbo/docs/api/accounting/most-commonly-used/account).
You connect to your QuickBooks Online account in the Data Center. This topic discusses the fields and menus that are specific to the QuickBooks Online Advanced connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.
You can also pull on-premise QuickBooks Online data using Workbench, a secure, client-side solution for uploading your data in Domo. In addition to QuickBooks, you can use Workbench to upload data from other systems using CSV, JIRA, JSON, Microsoft Excel, ODBC, OLAP, and XML. For more information, see Connecting to Quickbooks Data in Workbench 5
Primary Use Cases |
Pulling financial accounting reports. |
Primary Metrics |
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Primary Company Roles |
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Average Implementation Time |
The advanced version of the QuickBooks Online connector usually runs longer due to broader date controls. Longer date ranges will make the connector run longer. |
Ease of Use (on a 1-to-10 scale with 1 being easiest) |
7 |
Best Practices
The advanced QuickBooks Online connector has many additional configuration controls over the standard version. Limit the requested date limits to reasonable amounts. For example, if the customer only needs data for the last quarter, don't request the entire year.
Prerequisites
To connect to a QuickBooks Online account and create a DataSet, you must have the following:
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The email address or user ID you use to connect to QuickBooks Online.
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The password you use to connect to QuickBooks Online.
Prerequisites
To connect to your QuickBooks Online account and create a DataSet, you must have the following:
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The email address or user ID you use to connect to QuickBooks Online
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Your QuickBooks Online password
Connecting to Your QuickBooks Online Account
This section enumerates the options in the Credentials and Details panes in the QuickBooks Online Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.
Credentials Pane
The Domo QuickBooks Online connector uses OAuth to connect, so there is no need to enter credentials within Domo. Click Connect (or select Add Account if you have existing QuickBooks Online accounts in Domo) to open the QuickBooks Online OAuth screen where you can enter your QuickBooks Online credentials. Once you have entered valid QuickBooks Online credentials, you can use the same account any time you go to create a new QuickBooks Online DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.
Details Pane
This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.
Menu |
Description |
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Report |
Select the QuickBooks Online report you want to run. The following reports are available:
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Company ID | Enter the numerical ID of the company you want to retrieve data for. | ||||||||||||||||||||||||||||||||||||||||||||||
Accounting Method | Select the accounting method for your data, either cash or accrual. | ||||||||||||||||||||||||||||||||||||||||||||||
Aging Period | Enter the number of days in the aging period. | ||||||||||||||||||||||||||||||||||||||||||||||
Class | Enter a comma-separated list of class IDs to retrieve data for. | ||||||||||||||||||||||||||||||||||||||||||||||
Customer | Enter a comma-separated list of customers to retrieve data for. | ||||||||||||||||||||||||||||||||||||||||||||||
Department | Enter a comma-separated list of departments to retrieve data for. | ||||||||||||||||||||||||||||||||||||||||||||||
Item | Enter a comma-separated list of items to retrieve data for. | ||||||||||||||||||||||||||||||||||||||||||||||
Number of Periods | Enter the number of periods to be shown in the report. | ||||||||||||||||||||||||||||||||||||||||||||||
Past Days | Enter the number of past days that should be represented in the report. For example, if you entered 30, the report would contain data for the last 30 days. | ||||||||||||||||||||||||||||||||||||||||||||||
Query | Enter a query to filter your data. | ||||||||||||||||||||||||||||||||||||||||||||||
Breakdown | Select how you want the data in the report to be broken down. For example, if you selected Week, data in your report would be broken down by week. | ||||||||||||||||||||||||||||||||||||||||||||||
Vendor | Enter a comma-separated list of vendors to retrieve data for. |
Other Panes
For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.
Troubleshooting
The QuickBooks Online connector retrieves reports from Quickbooks exactly as they appear. If you change a report for an ad-hoc analysis inside Quickbooks, that change will be reflected in the report. Using a system user that has standard reports in Quickbooks is a good alternative to this problem.
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