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Intro

Quickbooks is an accounting software used to help small businesses accept payments, pay bills, and complete payroll. With Domo, you can combine multiple Quickbooks accounts through a one-click authentication process, providing you with consolidated reporting across multiple metrics. Using Domo and Quickbooks together gives you customizable dashboards that you can create by integrating your Quickbooks data with essential marketing, sales, or operational data. Once your data is in Domo, you can give stakeholders financial transparency with powerful and flexible charts, visualizing things like balance sheets, profit and loss, vendor balances, and more. And you can access all your data in real time, from any device. Easily see all your Quickbooks accounts in one dashboard, with real-time updates, so you can make better decisions for your business. To learn more about the Quickbooks API, go to https://developer.intuit.com/app/developer/qbo/docs/get-started. This topic discusses the fields and menus that are specific to the Quickbooks Multi Account connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

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Multi-Account Connector Vs Single Account Connector

Every Multi-Account connector has a corresponding single-account connector. For example, the Quickbooks Multi Account connector has a corresponding Quickbooks single Account connector. You might prefer to use the Quickbooks Multi Account if the following are true:
  1. You have multiple Quickbooks Accounts in Domo, OR you have a single Quickbooks Account in Domo and plan to add more Accounts later, AND
  2. You would like to import the data from one or more of these Accounts into a single dataset.
You might prefer to use the single Account version of this connector if you have one or more Accounts in Domo, and you would like to keep the data from each Account in a separate DataSet.

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Credentials Section

To connect to your Quickbooks Multi Account connector and create a DataSet, you need to select at least one Quickbooks Account in Domo from the drop-down list. To add a new Account in Domo, you need the email address or telephone number and the password associated with your Quickbooks account. For more information on selecting and powering the accounts, see Powering Up A Multi-Account Connector (this article explains the process of powering up multiple Connector Accounts and successfully creating a dataset). If a Quickbooks Account in Domo does not exist yet, you can add the Account by clicking Add Account to open the Quickbooks OAuth screen, where you can enter your Quickbooks credentials. Once you have entered valid Quickbooks credentials and have successfully authenticated, you can use the new Account any time you go to create a new Quickbooks Multi Account DataSet or in the DataSet you are currently powering up. You can manage Connector Accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing Connectors Accounts.

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Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the report you want to run. The following reports are available:

Report Description
Accounts Retrieves a list of accounts.
Account List Shows the name, type, and balance for each account.
Accounts Payable Aging Detail Shows detailed information for unpaid bills in accounts payable.
Accounts Payable Aging Summary Summarizes the status of unpaid bills in accounts payable.
Accounts Receivable Aging Detail Shows detailed information for outstanding amounts in accounts receivable.
Accounts Receivable Aging Summary Shows accounts receivable, along with the amount of time the amounts have been outstanding.
Balance Sheet Summarizes assets, liabilities, and shareholders’ equity.
Budget Retrieves a list of budgets.
Expenses by Vendor Shows expenses by vendor.
Profit and Loss Detail Shows detailed information about income and expenses.
Profit and Loss Summary Summarizes income and expenses.
Transaction Date Select the start date for the report.
Report Date

This option appears when you select the Custom Single Date option from the Transaction Date .

Specify whether the report data is based on a fixed date or a relative number of days . A relative number of days indicates the retrospective period from which data will be retrieved. To retrieve data from a specific date, utilize the date selector.

Select Specific Date

This option is available when you select the Report Date as Specific .

To select a specific report date, use the date picker . This option is only available when the Report Date is set to Specific .

Date Offset

Enter the number of days you want to go back from the current date. For example, enter 0 for today or 1 for yesterday.

Aging Method Select the aging method.
Days Per Aging Period Enter the number of days per aging period.
Number of Periods Enter the number of aging periods to be shown in the report.
Due Date Duration Choose whether the report should cover a Single Date or a Date Range .
Date From

Choose how you want to set the start date for the report.

  • Relative Date: Enter the number of days back from today.
  • Specific Date: Use the date picker to select a precise date.
Select Specific Date From

Select the precise start date for the report using the date picker. This option is only available when the Report Date is set to Specific.

Date From Offset

Enter the number of days you want to go back from the current date. For example, enter 0 for today or 1 for yesterday.

Date To

Choose how you want to set the end date for the report.

  • Relative Date: Enter the number of days back from today.
  • Specific Date: Use the date picker to select a precise date.
Select Specific Date To

Select the precise end date for the report using the date picker. This option is only available when the Report Date is set to Specific.

Date To Offset

Enter the number of days you want to go back from the selected end date. For example, enter 0 for today or 1 for yesterday.

Transaction Date Duration Specify the reporting period.
Summarize Column By Select how you want to categorize your report data.
Budget Date Selection

Choose whether the report data covers a single date or a date range.

Single Date - Days Back Specify the number of days before today for which you would like to receive the data. For example, enter 0 for today or 7 for seven days ago.
Start Date - Days Back Choose the day for which you would like to start receiving data by entering a number relative to today. For example, enter 1 for yesterday, 7 for 1 week ago, and 30 for 1 month ago.
End Date - Days Back Choose the day for which you would like to stop receiving data by entering a number relative to today. For example, enter 1 for yesterday, 7 for 1 week ago, and 30 for 1 month ago.
Time Period Specify the timeframe for data retrieval.
Select Columns (checkbox)

Select the columns you want to include. If you don’t make a selection, the connector uses the default columns. The schema remains the same, even if you change column selections.

Note: This feature is for advanced users. Incorrect column selections may cause errors in Quickbooks.
Select Columns

This field appears when you select the Select Column checkbox.

Select the columns you want to include. A single selection may result in multiple columns.

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DataSet Update History

Multi-Account Connectors display the history of running the Connector for each Account on the ‘History’ tab in the DataSet details. For more information on the update history for a Multi-Accounts Connector, and re-running a Multi-Accounts Connector dataset, see /s/article/000005825.

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Other Panes

For information about the remaining sections of the Connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.