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Quickbooks Walkthrough
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Quickbooks API version 3 is currently supported
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:
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:
Each report has particular fields, which are displayed beneath the report itself.
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.
The date range of your report can be adjusted incrementally for all reports:
Here's an example:
If you don't want this default setting, click More Options and check the box to advance the start date even if the River run is unsuccessful (Not recommended).
More information about the Reports can be found in the Quickbooks documentation: