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QuickBooks is an accounting software used to help small businesses accept payments, pay bills, and complete payroll. Use the Domo QuickBooks connector to bring QuickBooks data into Domo, including bills, bill payments, deposits, invoices, journal entries, purchase orders, and more. 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 managers and stakeholders financial transparency with powerful and flexible charts, visualizing things like balance sheets, cash flow, vendor balances, and more. And you can access all your data in real time, from any device.

Primary Use Cases

Pulling financial accounting reports.

Primary Metrics

  • Revenue

  • Costs

  • P&L line items

  • Balance sheet items

Primary Company Roles

  • Accountants

  • Purchasers

  • CFOs

  • Controllers

Average Implementation Time

Report runtime will depend on how large the reports in QuickBooks are. Smaller date ranges will take less.

Ease of Use (on a 1-to-10 scale with 1 being easiest)

3

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Best Practices

The connector should run on Replace at any reasonable schedule. Append will cause duplicates.

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Prerequisites

To connect to your [insert Connector name here] account and create a DataSet, you must have the following:
  • Your QuickBooks Connector username.
  • Your QuickBooks Connector password.

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Connecting to Your QuickBooks Connector Account

This section enumerates the options in the Credentials and Details panes in the [insert Connector name here] Connector page. The components of the other panes on this page, Scheduling, and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

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Credentials Pane

The Domo QuickBooks Connector Connector uses OAuth to connect, so there is no need to enter credentials within Domo. Click Connect (or select Add Account if you have existing QuickBooks Connector accounts in Domo) to open the QuickBooks Connector OAuth screen where you can enter your QuickBooks Connector username and password. Once you have entered valid QuickBooks Connector credentials, you can use the same account any time you go to create a new QuickBooks Connector DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.
Note: If you are already logged into QuickBooks Connector when you connect in Domo, you are authenticated automatically when you click Add account. If you want to connect to an account that is different from the one you are logged into, you must first log out of QuickBooks Connector.

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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 QuickBooks Connector report you want to run. The following reports are available:

Report Name

Description

Accounts

Retrieves a list of accounts .

Bill

Retrieve a list of bills that represent a request-for-payment from a third party for goods/services rendered, received, or both.

Bill Payment

Retrieve a list of data representing payment transactions for a bill.

Credit Memo

Retrieves a list of credit memos representing a refund or credit of payment.

Deposit

Retrieves a list of transactions representing deposits.

Estimate

Retrieves a list of estimates that represent a proposal for a financial transaction from a business to a customer for goods or services.

Employee

Retrieves a list of employees.

Invoice

Retrieves a list of invoices representing a sales form the customer uses to pay for a product or service.

Journal Entry

Retrieves a list of journal entries.

Payment

Retrieves a list of payments.

Purchase

Retrieves a list of purchases such as a purchase made from a vendor.

Purchase Order

Retrieves a list of purchase orders that represent a request to purchase goods.

Refund Receipt

Retrieves a list of refund receipts representing refunds to the customer.

Sales Receipt

Retrieves a list of sales receipts that represent the sales receipt given to a customer.

Time Activity

Retrieves a list of time activities representing a record of time worked by a vendor or employee.

Transfer

Retrieves a list of transfers representing a transfer of funds between two accounts.

Vendor Credit

Retrieves a list of vendor credits that represent a refund or credit of payment.

Date Filter By

Select the date filter method.

Created Date Duration

Select the created date duration for the report (a Single Date, or a Date Range).

Account Status

Select account status.

Transaction Date

Select the start date for the report.

Report Date

Select report date using relative or specific dates. Relative meaning number of days from today or a specific date using the date selector

Specific Date

Select the report date using the date picker, this option is only available when Report Date is set to ‘Specific’

Date Offset

This adjusts the current date the given number of days into the past. Example: 0 for today, 1 for yesterday.

Aging Method

Select 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

Select the due date duration for the report (a Single Date, or a Date Range).

Transaction Date Duration

Select the transaction date range for the report.

Accounting Method

Select the desired accounting method.

Summarize Column By

Select how you want your report data to be broken down. For example, if you select Month , your report data is broken down by month.

Account Receivable Paid Status

Select account receivable paid status.

Select Columns

Check this to be given an option, otherwise a default selection will be given. Schema will always be maintained, even if selections are changed. Note - this is for advanced users as QuickBooks may return errors based on column selection.

Enable Pivot Parsing

Select whether you want to pivot your report data by the selected Summarize Column By value.

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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.

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FAQs

This connector uses version 3 of the Quickbooks API (https://quickbooks.api.intuit.com/v3/company/).
Report Name Endpoint URL(s)
Accounts /account
Bill /bill
Bill Payment /billpayment
Credit Memo /creditmemo
Deposit /deposit
Estimate /estimate

Employee

/Employee
Invoice /i nvoice
Journal Entry /journalentry
Payment /payment
Purchase

/purchase

Purchase Order /purchaseorder
Refund Receipt /refundreceipt
Sales Receipt /salesreceipt
Time Activity /timeactivity
Transfer /transfer
Vendor Credit /vendorcredit
You need the email address or user ID, and the password of your Intuit account, or your Google account credentials.
The login process uses the OAuth process so your credentials are never seen or stored by Domo. This keeps your login secure. You can revoke Domo’s access to your account at any time.
An Intuit account can be used to set up the connector.
Most information about the summary is updated every 24 hours. It is recommended to configure the datasets to run every 24 hours.
No. Reports and columns are predefined by QuickBooks.

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Troubleshooting

  • Make sure your authentication remains valid.
  • Review the configuration to make sure that all required items have been selected.
  • Review the Connector history for error messages.
  • In rare cases, you may be requesting too much information and reaching API limitations or timeouts. If this is the case, you can review the history of the Connector run to see the error message and duration. If this is the case, you can reduce the number of accounts that are being pulled, choose a smaller number of metrics for the report that you are pulling, or reduce the timeframe that you are trying to pull.