New QuickBooks Online

Learn how to use the QuickBooks Online Connector in DBSync Cloud Workflow

Overview

The QuickBooks Online (QBO) Connector in DBSync Cloud Workflow enables seamless integration between QuickBooks Online accounting software and other business systems such as CRM platforms, databases, and SaaS applications. The connector interacts directly with QuickBooks REST APIs to perform data operations like querying, inserting, updating, and deleting records.

With this connector, organizations can automate financial data flows - including customers, items, vendors, invoices, sales orders, and more - to reduce manual work, improve data quality, and support real-time business processes.

Key Benefits

For Business Leaders:

• Unified Financial Data: Achieve consistent accounting data across systems.

• Process Automation: Eliminate repetitive data entry tasks and reduce errors.

• Improved Accuracy: Reliable financial records for reporting and compliance.

For Technical Teams:

• Secure API Integration: Uses OAuth and QuickBooks Online REST APIs.

• Support for Sandbox/Production: Easily switch or maintain separate environments.

• Flexible Sync Options: Supports bi-directional or one-way synchronization.

Uses

• Eliminate manual data entry by connecting QuickBooks to other systems that are supported by DBSync.

• Automate business processes to increase efficiency across departments by reducing the need for data reconciliation.

• Make your customer, item, vendor, and invoice records as zero error-prone as possible while moving in and out of QuickBooks.

Supported QuickBooks Online Data Objects

With the QuickBooks Online connector, you can work with the following record types (and more):

• Customers

• Vendors

• Items & Products

• Invoices

• Sales Orders

• Purchase Orders

• Other Financial Entities

This broad support enables you to synchronize both master and transactional data across your business ecosystem.

Supported Versions

DBSync supports the latest version of API, i.e., Version 7.7.

Prerequisites

Before configuring the QuickBooks Online connector, make sure you have:

1. DBSync Access

   • A valid license for the QuickBooks Online connector and access to the DBSync Cloud Workflow platform.

2. QuickBooks Online Credentials

   • A user account in QuickBooks Online with permissions to access financial data.

Connector Configuration

Each QuickBooks Online connection in DBSync represents a single QuickBooks organization. If you need to connect to multiple QuickBooks instances (for example, separate sandbox and production accounts), create distinct connections for each environment.

The connector supports OAuth authentication to authorize access securely.

Note: Make sure that you create a Private App.

Note: Ensure that you create a Private App.

Quick Setup Guide

1

Login to DBSync Cloud Workflow

Use your DBSync credentials to access the platform.

2

Open QuickBooks Online Connector Page

Navigate to the connectors list in the Apps pane and select QuickBooks Online connector.

3

Enter the required configuration details

• Environment: Select Production/Developer or Sandbox from the Environment dropdown.

• App Type: Choose one of the following options:

  • Quick start low usage (up to 50 CorePlus API calls per day)

  

  • High usage using Private app (up to 500K CorePlus API calls per month): If you select this App Type:

    • Enter the Client ID and Client Secret that were generated and saved while creating the private app.

    • Set the Daily Limit based on your requirement from the available options (the default is 15K).

4

Connect

• Click Connect to QuickBooks.

• Enter the login credentials and select the appropriate company file.

Once connected, your QuickBooks Online instance is ready for use in workflows and data sync tasks.

If you select High usage using Private app (up to 500K CorePlus API calls per month, follow the steps to create a private app in the sub-document.

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Webhook Support

The QuickBooks Online connector supports webhook-based triggers to enable real-time updates from QBO to trigger workflows in DBSync. These allow workflows to activate automatically when specified events occur in QuickBooks Online - such as the creation or updation of an event.

The QBO connector supports webhook-based integration for specific use cases. For example:

Use Case Example: Automatically trigger a sync workflow when a new invoice is created in QBO.

To enable Webhooks:

• Register your endpoint within the QBO developer portal.

• Map event types (e.g., Invoice.Create, Customer.Update) to corresponding workflows in DBSync.

Configure Webhook Subscriptions for Your Automated Task

1

Open the Automated Task page

• Click the Automated Task for which you want to set up webhook triggers.

2

Go to the “Webhooks” Tab

• Click the Webhooks tab located at the top of the Flow Builder page (next to API, Forms, etc.).

3

Select the Connector

• From the Triggering App dropdown, select QuickBooks Online.

4

Choose the Objects

• Select the checkboxes for the objects (e.g., Customer, Invoice) that you want to monitor.

5

Select Operations

• For each selected object, select the checkboxes for the operations to trigger the webhook (For example, Create, Update, Delete).

6

Click Subscribe

• Once selected, click the Subscribe button to activate webhook tracking.

7

Test Your Workflow

• Perform a test in your source system to confirm that the webhook triggers as expected in DBSync.

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Frequently Asked Questions

Does the connector support bi-directional sync?

Yes - you can configure both bidirectional and one-way synchronization flows.

Is the connector available for on-premise deployments?

Yes - the QuickBooks Online connector is available in both on-demand and on-premise versions.

How often can sync operations run?

Syncs can be scheduled to run every minute.

What version of the QuickBooks API is supported?

The connector supports the latest QuickBooks Online API version (currently Version 7.7).

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Summary

The QuickBooks Online Connector in DBSync Cloud Workflow makes it easy to integrate QuickBooks Online with your broader application ecosystem. Whether synchronizing master data like customers and items or automating transactional processes like invoices and orders, this connector helps you improve accuracy, reduce manual work, and ensure data consistency across systems.