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    QuickBooks
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    QuickBooks

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    Article summary

    QuickBooks is an accounting software application tailored for small and medium-sized businesses. It provides tools for managing financial transactions, tracking income and expenses, and generating financial reports, making it a popular choice for bookkeeping and financial management.

    Refer to our website for the list of metrics and attributes available in Dataddo.

    Refer to QuickBooks's official documentation to see all available endpoints from the QuickBooks API.

    Authorize Connection to QuickBooks

    To authorize this service, use OAuth 2.0 to share specific data with Dataddo while keeping usernames, passwords, and other information private.

    1. On the Authorizers page, click on Authorize New Service and select your service.
    2. Follow the on-screen prompts to grant Dataddo the necessary permissions to access and retrieve your data.
    3. [Optional] Once your authorizer is created, click on it to change the label for easier identification.

    Ensure that the account you're granting access to holds at least admin-level permissions. If necessary, assign a team member with the required permissions with the authorizer role to authenticate the service for you.

    For more information, see our article on authorizers.

    How to Create a QuickBooks Data Source

    1. On the Sources page, click on the Create Source button and select the connector from the list.
    2. Select your dataset and click on Next to continue.
      DATADDO TIP

      If you are not sure which dataset you need but know the metrics and attributes, use the Search by Name or Attribute function.

      Fixed-schema connector
    3. From the drop-down menu, select your authorizer.
      Didn't find your authorizer?

      Click on Add new Account at the bottom of the drop-down and follow the on-screen prompts. You can also go to the Authorizers tab and click on Add New Service.

    4. Name your data source and select your metrics and attributes. Keep in mind that metrics and attributes depend on the selected dataset.
    5. Configure your sync frequency or the exact synchronization time under Show advanced settings.
      DATADDO TIP

      If you need to load historical data, please refer to the Data Backfilling article.

    6. Preview your data by clicking on the Test Data button in the top right corner. You can adjust the date range for a more specific time frame.
    7. Click on Save and congratulations, your new data source is ready!

    Limitations

    Row Limit

    The QuickBooks API allows the extraction of up to 1,000 rows per batch. Extract your data in multiple batches if you have >1,000 rows.

    Troubleshooting

    Data Preview Unavailable

    No data preview when you click on Test Data might be caused by an issue with your source configuration. The most common causes are:

    • Date range: Try a smaller date range. You can load the rest of your data afterward via manual data load.
    • Insufficient permissions: Please make sure your authorized account has at least admin-level permissions.

    Related Articles

    Now that you have successfully created a data source, see how you can connect your data to a dashboarding app or a data storage.

    Sending Data to Dashboarding Apps

    Sending Data to Data Storages

    Other Resources

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