QuickBooks Online Reports Connector

Intro

QuickBooks Online is the most commonly used small business accounting and financial management software. It allows users to track sales and customer information and provide reports for managing the business and serving their customers. You can use Domo's QuickBooks Online Reports connector to retrieve data about all financial aspects of your business. To learn more about the QuickBooks Online Reports API, go to https://developer.intuit.com/docs/0050_quickbooks_api.

The QuickBooks Online Reports connector is a "Cloud App" connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window.

To use the QuickBooks Online Reports connector, create a DataSet in the Data Center and select the QuickBooks Online Reports connector.

This topic discusses the fields and menus that are specific to the QuickBooks Online Reports connector user interface. For general information about adding DataSets, setting update schedules, and editing DataSet information, see Adding a DataSet Using a Data Connector.

You can also pull on-premise QuickBooks Online data using Workbench, a secure, client-side solution for uploading your data in Domo. In addition to QuickBooks, you can use Workbench to upload data from other systems using CSV, JIRA, JSON, Microsoft Excel, ODBC, OLAP, and XML. For more information, see Creating a Job for Uploading Data Using Workbench 4 > Connecting to QuickBooks data.

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

Best Practices

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

Prerequisites

To connect to a QuickBooks Online account and create a DataSet, you must have the following:

The email address or user ID you use to connect to QuickBooks Online.
The password you use to connect to QuickBooks Online.

Connecting to Your QuickBooks Online Reports Account

This section enumerates the options in the Credentials and Details panes in the QuickBooks Online Reports Connector page. The components of the other panes in 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.

Credentials Pane

The Domo QuickBooks Online Reports 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 Online accounts in Domo) to open the QuickBooks Online OAuth screen where you can enter your login credentials. After you log in using your credentials, you are requested to authorize Domo to access your QuickBooks Online data. Once you enter credentials and authorize Domo, you can use the same account any time you go to create a new QuickBooks Online Reports DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Creating and Managing User Groups.

Note: If you are already logged into QuickBooks Online 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 Online.

Details Pane

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

Menu

Description

Report

Select a QuickBooks Online report. The following reports are available:

A/P Aging Summary	Summarizes the status of unpaid bills in accounts payable.
A/R Aging Summary	Shows accounts receivable, along with the amount of time the amounts have been outstanding.
Balance Sheet	Summarizes the company's assets, liabilities, and shareholders' equities.
Customer Balance Summary	Shows a summary of customer balances.
General Ledger	Shows all transactions that have occurred in each account, with the beginning balance and total for each account.
Profit and Loss Summary	Summarizes income and expenses.
Statement of Cash Flows	Returns a cash flow statement.
Vendor Balance Summary	Lists vendor balances.

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.

Enable Pivot Parsing

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

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.

Troubleshooting

Issues with this connector are minimal. However, the connector retrieves the reports from Quickbooks exactly as they appear. If you change a report for an ad-hoc analysis inside Quickbooks, that change is reflected in the report. A good solution to this problem is to use a system user that has standard reports in Quickbooks.

A few users have reported having their Quickbooks Online accounts become unauthorized. If this happens, manually disconnect Domo in the Quickbooks website then reconnect to QuickBooks through Domo by adding the account again.