QuickBooks Online
learn how to use the QuickBooks Online Connector in DBSync Cloud Workflow
Overview
DBSync's QuickBooks Online connector provides an easy way to perform integration, data extraction or data loading into QuickBooks Online Accounting software. The connector connects directly to QuickBooks REST APIs. The connector allows a user to query, add, modify and delete various types of records - including customers, Items, Vendors, Invoices, Sales orders, Purchase orders and much more.
Prerequisites
To establish a connection to QuickBooks desktop via DBSync's QuickBooks Online Connector, User must:
Have a valid license to DBSync QuickBooks Online connector, username and password to connect to DBSync iPaaS platform.
Have user credentials to connect to QuickBooks online account.
Connector Configurations
A QuickBooks Online connection represents a single QuickBooks organization, including login credentials. If a user wishes to connect to multiple instances of either sandbox/production, then they must create a separate connection for each and configure the parameters accordingly. The QuickBooks online connector supports OAuth authentication.
The table below represents the parameters required for opening the connection to a QuickBooks online instance.
Property
Description
Required
Username
The username to login to QuickBooks online edition.
Yes
Password
The password to login to QuickBooks online edition.
Yes
Environment
The environment is the connection type which is being established to the target application being connected.
By default, the value selected is "production/developer" account. Possible values are as follows:
Production/developer: It is the setting where apps are put into operation for their intended use by end users.
Sandbox: It is virtual space provided by Intuit in which new, or untested, app can be run securely.
Yes
Steps For Quick Setup
Login to your DBSync iPaaS with your user credentials.
On the connector detail page of your QuickBooks Online Rest connector, you will find "Connect to QuickBooks". Click the button to be redirected to the intuit popup.
Enter the Email/user ID and password of your QuickBooks online Account to authenticate your user credentials. The steps to authenticate your user account are self-explanatory, with additional authentication where you need to enter the code sent to you on your registered email ID.
After successful authentication, your QuickBooks online username and the company name will be displayed on the connector settings page. This indicates that the QuickBooks online connector is connected to your QuickBooks online account.
Uses Of QuickBooks Online Connector
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.
Webhook Support
As of now, the QBO connector supports webhook-based integration for specific use cases. Webhooks allow real-time updates from QBO to trigger workflows in DBSync.
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.
Subscribe to Webhooks in DBSync
Open the Task Page. Click on the specific Task for which you want to set up webhook triggers.
Go to the “Webhooks” Tab. This tab is located at the top of the Flow page (next to API, Forms, etc.).
Select the Connector. Use the dropdown to choose the connector (e.g., QuickBooks Online).
Choose the Objects. Check the boxes for the objects (e.g., Customer, Invoice) that you want to monitor.
Select Operations. For each selected object, choose the operations to trigger the webhook (e.g., Create, Update, Delete).
Click “Subscribe.” Once your selections are made, click the Subscribe button to activate webhook tracking.
Test Your Workflow. Perform a test in your source system to confirm that the webhook triggers as expected in DBSync.
Supported Versions
We support their latest version of API, i.e., Version 7.7.
Useful Links
Last updated