|Data Source Type:||QuickBooks|
|Authentication:||Connected Accounts - OAuth Authentication|
|API documentation:||API Documentation|
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.
- Optional: Change the Name of the Connected account.
- Click the Save button.
A confirmation screen appears.
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):
You can use the following query to return Customer Information:
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.