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    Quickbooks Walkthrough
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    Contents

    Quickbooks Walkthrough

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    Article summary

    Quickbooks is currently in Beta, with support for API version 3

    This provides a general description of Quickbooks and its capabilities.

    Introduction

    QuickBooks is a full-featured business and financial management suite that includes tools for accounting, inventory, payroll, tax filing, invoicing, bank account tracking and reconciliation, expense management, budgeting, payment processing, and accounts receivable and payable management.

    Connection

    To connect to Quickbooks, follow our step-by-step tutorial.
    Choose a Source connection after you've created a connection, as seen here:

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    Reports

    There are various types of reports available in Quickbooks.
    After you've established a connection, select a specific report to pull data from Quickbooks:

    The image below depicts an overview of the reports:

    image.png


    Each report has particular fields, which are displayed beneath the report itself.


    image.png

    Some reports include a field for selecting the report type. Choose the desired report, and simply select which types to use and which to discard.


    image.png


    The date range of your report can be adjusted incrementally for all reports:
    Here's an example:

    image.png

    Note:
    • Start Date is mandatory.
    • The Start Date will not be updated if a River run fails. To change this default behavior, navigate to More Options and select the checkbox to advance the Start Date even if the River run is unsuccessful (Not recommended).
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    • Data can be retrieved for the date range specified between the Start and End dates.
    • If you leave the end date blank, the data will be pulled at the current time of the river's run.
    • Dates timezone: UTC time.
    • Use the Last Days Back For Each Run option to gather data from a specified number of days prior to the selected start date.
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