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

1. Login to your DBSync iPaaS with your user credentials.

2. 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.

3. 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.

4. 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

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

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

3. 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

1. Open the Task Page. Click on the specific Task for which you want to set up webhook triggers.

2. Go to the “Webhooks” Tab. This tab is located at the top of the Flow page (next to API, Forms, etc.).

3. Select the Connector. Use the dropdown to choose the connector (e.g., QuickBooks Online).

4. Choose the Objects. Check the boxes for the objects (e.g., Customer, Invoice) that you want to monitor.

5. Select Operations. For each selected object, choose the operations to trigger the webhook (e.g., Create, Update, Delete).

6. Click “Subscribe.” Once your selections are made, 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.

Supported Versions

• We support their latest version of API, i.e., Version 7.7.

Frequently Asked Questions (FAQ)

Can I get a trial of DBSync? DBSync is available free for 30 days trial after going through the Signup process.

Can this connector be used for Bi-Directional sync? Yes. Furthermore, if you so choose, you can also make it uni-directional.

Is this connector available with, On-Demand or On-Premise, Versions? This profile is available with both Versions.

How Frequently can we perform Sync? Sync can be performed every 5 minutes.

Useful Links

1. QuickBooks Website

2. QuickBooks accounting API overview