NEW: Use QuickBooks as a data source

Resources

Data Source Type: QuickBooks
Authentication: Connected Accounts - OAuth Authentication
Request URL: https://quickbooks.api.intuit.com/v3/company/
API documentation: API Documentation

Step-by-Step

Klipfolio allows you to connect to QuickBooks online, an accounting software package, designed for small and medium-sized businesses.

Creating a data source using the QuickBooks connector

To create a data source using the QuickBooks connector, you will need to accomplish the following tasks:

  • Locate your QuickBooks Company ID.
  • Create your connected account token.
  • Craft a query to return data in Klipfolio.

Note: This guide assumes you already have an existing QuickBooks account.

Step 1: Locating your Company ID

Locate your company id to use in Klipfolio queries.

  • Log into your QuickBooks company account: Intuit QuickBooks Login.
  • Select Your Account link, next to the Gear icon, located top-right of the screen.
  • Write down the Company ID of your QuickBooks account.

Step 2: Creating your token

Create a connected account token in Klipfolio to retrieve data from QuickBooks.

  • Go to The Library, Data sources tab.
  • Click the Create a New Data Source button.
  • Select the QuickBooks connector.




  • Click the Connect to QuickBooks button
  • Enter your QuickBooks email or User ID and Password and click the Sign In button
  • Click the Authorize button to allow Klipfolio access to your account.
  • A confirmation screen appears.

  • Optional: Change the Name of the Connected account.
  • Click the Save button.

Step 3: Crafting your query

Use the API Documentation to craft a query to retrieve reporting and accounting information from QuickBooks. 

  • For example: Customer Sales, AgedReceivable, ProfitAndLoss and BalanceSheet reports.
  • For example: Account, Customer, Employee, Payment, Purchase information.

You can use the following query to return Company Information (and test your connection to QuickBooks):

https://quickbooks.api.intuit.com/v3/company/<COMPANYID>/companyinfo/<COMPANYID>?minorversion=3

You can use the following query to return Customer Information:

https://quickbooks.api.intuit.com/v3/company/<COMPANYID>/customer/2?minorversion=3

Where <COMPANYID>  is your QuickBooks Company ID retrieved earlier.

Important: When copying over your Company ID from QuickBooks remove any spaces to ensure your query is successful.

QuickBooks uses either an XML or JSON format.



Related Links:

Connecting to data sources

  1. Klipfolio Data Source Integrations
  2. Creating data sources
  3. Best practices for uploading your data
  4. Updating data sources
  5. About data source refresh
  6. Install the latest Google Analytics KlipStart Dashboard
  7. NEW: Install the latest Google AdWords KlipStart (for MCC accounts only)
  8. Guide to Web Accessible (REST API) data sources
  9. Authentication method: OAuth Token Authentication for Web Accessible Data Source
  10. Why does Klipfolio need specific permissions to connect my service accounts?
  11. Authentication method: 2 Step Authentication
  12. Authentication method: Basic HTTP Authentication
  13. Authentication method: API Key Authentication
  14. Managing OAuth tokens for connected accounts
  15. Use date range parameters to modify data retrieval period
  16. NEW: Signed Authentication Builder (Hash Helper) (advanced)
  17. Locate a data source ID
  18. SQL Databases
  19. Use files from your computer as a data source
  20. Use Email Attachments as a data source
  21. Use Excel spreadsheets as a data source
  22. NEW: Use Adobe Analytics as a data source
  23. NEW: Use Alexa as a data source
  24. Use Asana as a data source
  25. NEW: Use Atlassian JIRA as a data source
  26. NEW: Use AWeber as a Data Source
  27. NEW: Use Basecamp as a data source
  28. Use Bitly as a data source
  29. Use Box as a data source
  30. NEW: Use Buffer as a data source
  31. NEW: Use CallRail as a data source
  32. Use Campaign Monitor as a data source
  33. NEW: Use Chargify as a data source
  34. Use Cloud Monitor as a data source
  35. Use comScore Digital Analytix as a data source
  36. NEW: Use Desk.com as a data source
  37. Use Dropbox as a data source
  38. Use Eloqua as a data source
  39. Use Facebook as a data source
  40. NEW: Use Facebook Ads as a data source
  41. NEW: Use FluidSurveys as a data source
  42. Use Freshdesk as a data source
  43. NEW: Use Fusebill as a data source
  44. Use FTP or SFTP as a data source
  45. NEW: Use Glassdoor as a data source
  46. Use Google+ as a data source
  47. NEW: Use Google AdWords as a data source
  48. Use Google Analytics as a data source
  49. Use Google Analytics to create a Multi-Channel Funnel (MCF) API data source
  50. NEW: Use Google Calendar as a data source
  51. Use Google Drive Apps as a data source
  52. Use Google Webmaster Tools as a data source
  53. NEW: Use Harvest as a Data Source
  54. NEW: Use GoSquared as a data source
  55. Use Heartbeat as a Data Source
  56. NEW: Use HubSpot as a data source
  57. NEW: Use iFormBuilder as a data source
  58. PREVIOUS: Use iFormBuilder as a data source
  59. Use Infusionsoft as a data source
  60. NEW: Use Insightly as a data source
  61. NEW: Use Instagram as a data source
  62. NEW: Use Intercom as a data source
  63. Use Intervals as a data source
  64. NEW: Use Lighthouse as a Data Source
  65. Use LinkedIn as a data source
  66. Use Localytics as a data source
  67. Use MailChimp as a data source
  68. NEW: Use Mixpanel as a data source
  69. NEW: Use Marketo as a data source
  70. NEW: Use Moz as a data source
  71. NEW: Use New Relic as a data source
  72. Use Nicereply as a data source
  73. Use Optimizely as a data source
  74. NEW: Use Pardot as a data source
  75. Use Pingdom as a data source
  76. NEW: Use Pipedrive as a data source
  77. Use Podio as a data source
  78. NEW: Use QuickBooks as a data source
  79. Use QuickBooks with the Email Attachment Connector
  80. NEW: Use Quintly as a data source
  81. Use Radian6 as a data source
  82. NEW: Use RSS news feeds as a data source
  83. Use Salesforce as a data source
  84. Use Searchmetrics as a data source
  85. Use Sendible as a data source
  86. NEW: Use Shopify as a data source
  87. Use ShoreTelSky as a data source
  88. NEW: Use Slack as a data source
  89. Use Smartsheet as a data source
  90. NEW: Use Stripe as a data source
  91. Use SurveyGizmo as a data source
  92. NEW: Use Swrve as a data source
  93. Use Toggl as a data source
  94. NEW: Use Trello as a data source
  95. NEW: Use Taleo as a data source
  96. NEW: Use Talkwalker as a data source
  97. NEW: Use Todoist as a data source
  98. Use Topsy as a data source
  99. Use Twitter as a data source
  100. Use UserVoice as a data source
  101. NEW: Use VKontakte as a data source
  102. Use Webtrends as a data source
  103. NEW: Use Xero as a data source
  104. Use XMLA as a data source
  105. NEW: Use Yahoo Finance as a data source
  106. Use YouTube Analytics as a data source
  107. Use Zendesk as a data source
  108. Use Zoho CRM as a data source
  109. Automate data upload using the data source API
  110. Use Unbounce as a data source
  111. Data examples

Feedback and Knowledge Base