How To Create A Service Item In Quickbooks

QuickBooks Online Integration Help & Support

QuickBooks Online is the cloud version of the popular accounting packages QuickBooks from Intuit.

Use QuickBooks Online with Blendo to replicate your accounting data from QuickBooks Online into your data warehouse. When data update in QuickBooks Online application – like new invoice – Blendo automatically replicates data to your destination data warehouse.

Refer to the Data Model and Schema section below for a list of objects you can replicate.

About QuickBooks Online's Integration

Please make sure to have:

Access to your QuickBooks Online account
The credentials of your QuickBooks Online account and ability to receive the confirmation code from QuickBooks.

Sections:

Connecting QuickBooks Online
Configuring QuickBooks Online data pipeline
QuickBooks Online expected Data Model and schema
QuickBooks Online Integration FAQ

How to Get Started with QuickBooks Online on Blendo

1. The first thing you'll need to do is to make sure that your destination data warehouse of choice is selected (at the navigation bar).

Next, click on the "Add Pipeline" button to create a new QuickBooks pipeline.

You will see a list of sources to choose from. You will see the same setup screen if you have no pipelines created yet.

Last, click on QuickBooks to start creating your pipeline.

Connecting with QuickBooks Online

Now, you will need to connect your QuickBooks Online Account to Blendo. This is a simple process that we'll start for you when making your first data pipeline.

If this is the first time to create a QuickBooks Online pipeline, click on Connect with QuickBooks.

In case you already have created a QuickBooks Online pipeline with Blendo before, you can select Pick an Account to use that existing account. You may also create a new one by clicking on Create new account.

Click on Connect with QuickBooks

The next page is the QuickBooks Online oAuth page and may ask you to sign in to QuickBooks if you haven't already:

Add your credentials and click Sign In.

You may be requested to receive a confirmation code. Please follow those instructions.

Next, QuickBooks will ask you to confirm your intention to connect QuickBooks to Blendo.

Configuring QuickBooks data pipeline

Now, let's configure the rest of the settings of your QuickBooks Online data pipeline.

In the next step of the creation of the pipeline, you may add a Table Prefix (optional) and also select your Database Schema that the tables will end up.

Click on Next.

After that, you can select the resources that you want the pipeline to sync.

Note:

Only the most popular resources are selected by default!
Make sure to scroll up and down to see all the available resources!

After you have selected the resources that you want to sync from the list, you should click on Create.

That's it! You will be redirected to your pipeline setup screen, and your pipeline is ready to replicate data.

QuickBooks Data Model & Schema Information

Historical Data

When Blendo first connects to QuickBooks Online data source, will schedule an initial sync job. That will include the historical data and may take some time to complete.

Sync Schedule

Blendo syncs QuickBooks data based on the schedule and frequency you choose. The default setting is every 1 hour but is configurable from inside the app.

Replication Process

The first time Blendo syncs your QuickBooks data performs a full replication. Then your QuickBooks data is replicated incrementally. Meaning that Blendo will replicate only new and updated rows to your destination data warehouse.

Deposit Lines

Table Name: deposit_lines

This table contains information about Deposit Lines in QuickBooks.

Primary Key: blendo_id

Columns of this table include: Amount, deposit_id, DepositLineDetail.AccountRef.name, LineNum, LinkedTxn.TxnLineId.

Journal Entry

Table Name: journal_entry

The table contains information about the Journal Entry in QuickBooks.

Primary Key: id

Columns of this table include: Adjustment, MetaData.CreateTime, PrivateNote, TxnDate.

QuickBooks Online Integration Troubleshooting FAQ

QuickBooks Desktop Version

At this time Blendo does not support the desktop version of Quickbooks. We only support Quickbooks Online (or QBO for short!). It's not possible for us to access the desktop version, but converting to QBO from desktop is a fairly painless process.

Token Expired for your QuickBooks account

Sometimes this happens because you change your password in Quickbooks, revoked our app's permissions, or the authorization expired (sometimes Quickbooks resets them). You should be able to just connect or reconnect your Account in Blendo.