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QuickBooks

QuickBooks is an online accounting software package. You can use a QuickBooks private app as a data source when landing or replicating data.

Supported update methods

  • Change data capture (CDC)

    Landing or replication starts with a full load. The data is then kept up-to-date using incremental loading based on date fields.

  • Reload and compare

    This extracts the entire data set from the source and reloads it to your target. You can schedule periodic reloads to keep the data up-to-date.

For more information, see Verwerken wijzigen.

Preparing for authentication

To access your QuickBooks data, you need a QuickBooks private app and your Company ID.

To create a private app in QuickBooks:

  1. Go to https://developer.intuit.com/app/developer/dashboard\

  2. Click Create an app, and then click QuickBooks Online and Payments.

  3. Name your app Qlik, select all scopes, and click Create app.

  4. Click Keys & OAuth and then click Add URI.

  5. Add the following Redirect URI: https://connector.qlik.com/auth/oauth/v3.htm, and click Save.

  6. Make note of your client ID and client secret to use when connecting to the app.

To find your Company ID, follow the guidelines in Find your QuickBooks Online company ID.

InformatieMake sure that the account you use has read access to the tables you want to fetch.

Creating the connection

  1. Click Authenticate when you have filled in the required connection settings.

    You may be asked to log in to the source application.

    A window is displayed with an authentication code.

  2. Copy the code to the clipboard and return to the connection dialog.

  3. Paste the code in Complete authentication with the code provided by the source and click Verify.

    TipYou may need to scroll down to see this field.

    When status is Verified,the authentication is verified.

  4. Provide a name for the connection in Connection name.

  5. Select Open connection metadata to define metadata for the connection when it has been created.

Connection settings
Setting Description
Gateway

Select a Gateway voor gegevensverplaatsing to use when replicating data.

Client ID Client ID of your QuickBooks private app.
Client Secret

Client secret of your QuickBooks private app.

Company ID

Your company ID in QuickBooks.

Hostname

Your hostname is either:

  • quickbooks.api.intuit.com - if you are using a production environment.

  • sandbox-quickbooks.api.intuit.com - if you are using sandbox.

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