Quickbooks connector references

Overview

QuickBooks is a powerful accounting software that simplifies financial management for small and medium-sized businesses. This connector helps you perform various actions in QuickBooks, enabling efficient bookkeeping, invoicing, expense tracking, and more, to streamline your financial operations.

Meta information

The essential details of this connector are as follows:

Connector	QuickBooks
Authentication Type	OAuth 2.0
API version	v3
Data Centers	US, EU, IN, CN, SA, and AU
Applicable for	C5, C6
Website	https://quickbooks.intuit.com/accounting/
Privacy Policy	https://www.intuit.com/privacy/
API documentation	https://developer.intuit.com/app/developer/qbo/docs/develop
Categories	Accounting & Invoicing

Modules & actions

The actions which can be performed by this connector are as follows:

Module	Action	Description
Account	Add a account record	To create an account object
		Fetch a account record	Retrieves the details of an account object that has been previously created
		Fetch all account records	Retrieves the details of all account objects
		Search account records	Returns the results of the query
		Sync account records	To fetch and sync data for an integration field
		Update a account record	To update any of the writable fields of an existing account object
Customer	Add a customer record	To create a customer
		Fetch all customer records	Retrieves the details of all customers
		Fetch a customer record	Retrieves the details of an existing customer
		Search customer records	Returns the results of the query
		Sync customer records	To fetch and sync data for an integration field
		Update a customer record	To update any of the writable fields of an existing customer object
Department	Add a department record	To create a department object
		Fetch all department records	Retrieves the details of all existing department objects
		Fetch a department record	Retrieves the details of an existing department object
		Search department records	Returns the results of the query
		Sync department records	To fetch and sync data for an integration field
		Update a department record	To update any of the writable fields of an existing department object
Employee	Add a employee record	To create an employee object
		Fetch all employee records	Retrieves the details of all existing employee objects
		Fetch a employee record	Retrieves the details of an existing employee object
		Search employee records	Returns the results of the query
		Sync employee records	To fetch and sync data for an integration field
		Update a employee record	To update any of the writable fields of an existing employee object
Vendor	Add a vendor record	To create an vendor object
		Fetch all vendor records	Retrieves the details of all existing vendor objects
		Fetch a vendor record	Retrieves the details of an existing vendor object
		Search vendor records	Returns the results of the query
		Sync vendor records	To fetch and sync data for an integration field
		Update a vendor record	To update any of the writable fields of an existing vendor object

Where this connector can be used

Deluge

The actions mentioned above, under the Modules & actions section, can all be performed using Deluge workflows:

Method	Description
invokeURL	The Deluge invokeURL task can be used to access all the Quickbooks APIs. For complete information on the APIs, visit the Quickbooks API doc.

Data sources

However, for integration forms and fields, only selected resources can be used. The table below indicates which modules within Quickbooks support the creation of various components, such as integration forms, reports, and more, in Creator.

Module	Integration field	Integration form	Integration report
Account	✓	✓	✓
Customer	✓	✓	✓
Department	✓	✓	✓
Employee	✓	✓	✓
Vendor	✓	✓	✓

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Quick Links	Workflow Automation	Data Collection
Web Forms	Enterprise	Begin Data Collection
Interactive Forms	Workplace	Data Collection App
CRM Forms	Customer Service	Accessible Forms
Digital Forms	Marketing	Forms for Small Business
HTML Forms	Education	Forms for Enterprise
Contact Forms	E-commerce	Forms for any business
Lead Generation Forms	Healthcare	Forms for Startups
Wordpress Forms	Customer onboarding	Order Forms for Small Business
No Code Forms	Construction	RSVP tool for holidays
Free Forms	Travel
Prefill Forms	Non-Profit
Intake Forms	Legal	Mobile App
Form Designer	HR	Mobile Forms
Card Forms	Food	Offline Forms
Assign Forms	Photography	Mobile Forms Features
Translate Forms	Real Estate	Kiosk in Mobile Forms
Electronic Forms
Notification Emails for Forms	Alternatives	Security & Compliance
Holiday Forms	Google Forms alternative	GDPR
Form to PDF	Jotform alternative	HIPAA Forms
Email Forms		Encrypted Forms
Embeddable Forms		Secure Forms
Drag and Drop form builder		WCAG

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