Quickbooks Online Source Connector

The Quickbooks Online source connector in DataSync lets you retrieve data from QuickBooks Online for loading or synchronizing in your data warehouse. Before you set up the connection, ensure that DataSync is installed with HTTPS enabled and that you have a QuickBooks Desktop account with administrative permissions.

After creating all required source connections, configure your destination source to complete the connection setup.

Configure application on Intuit Developer

Create a developer account

1. Log in to Intuit Developer Portal with an admin account.
2. Select Dashboard from the top navigation.
3. Click + Create an app.
4. Choose the QuickBooks Online and Payments platform.
5. Enter an app name and select the scopes your app requires.
6. Click Create app to complete.

Retrieve your app credentials

1. In the left navigation pane, under Production, select Keys & OAuth.
2. Copy the Client ID and Client Secret — you will need these in DataSync.

Create a source connection in DataSync

1. Log in to DataSync.
2. From the welcome screen, select Connections.
3. Next to Source Connections, click New.
4. Select Quickbooks Online.
5. In the Connection Properties panel, enter the connection properties.
6. Copy the Callback URL from the Connection Properties panel.
7. Log back in to the Intuit Developer Portal.
8. In the navigation pane, under Production, select Keys & OAuth.
9. In Redirect URIs, click Add URI, paste the Callback URL, and click Save.
10. (Optional) In the Additional Connection Properties panel, select Add property and enter the parameters for each property.
11. In the Advanced Settings panel, configure the settings, including the Tracking Type and other values according to your requirements.
12. Click Save.
13. You will be redirected to the Intuit sign‑in screen to authenticate.
14. Verify your identity if prompted.
15. Select the company whose data you want to retrieve and click Next.
16. Click Connect to authorize access between QuickBooks Online and DataSync.

Parameters

Connection properties

Parameter	Description
Description	Unique name for the connection. Example: Quickbooks Online.
Callback URL	Redirect URL automatically generated by DataSync. Must be added to your QuickBooks Online app’s Redirect URIs in Intuit Developer.
Client ID	Application client identifier from the Intuit Developer Portal.
Client Secret	Secret value from the Intuit Developer Portal.
Scope	Identifier that defines the QuickBooks API access your app requests. Multiple scopes may be specified as a space-delimited list. Default: com.intuit.quickbooks.accounting.
Country Code	Country code for your QuickBooks Online company file. Supported values: US, AU, CA, IN, UK.
Verbosity	1 – Log queries, row counts, execution start/end, errors. 2 – Includes level 1 plus cache queries, HTTP headers. 3 – Includes level 2 plus request/response bodies. 4 – Includes level 3 plus transport-level communication. 5 – Includes level 4 plus all interface commands.
Enable Pooling	Connection pooling option for performance.
Pool idle timeout	Maximum idle time for connections before returning them to the pool, in seconds.
Max Pool Size	Maximum number of connections allowed in the pool.
Pool wait time	Maximum wait time for connection allocation before error is thrown, in seconds.

Additional connection properties

Additional connection string properties not specified in the Connection Properties panel. For each property added, you can choose Visible or Encrypted. Selecting Encrypted hides the value from the interface and stores it encrypted in the back end, such as when defining passwords.

Property	Value
UseSandBox	Setting to enable the use of the QuickBooks sandbox environment for testing your app before connecting to production. Example: True
ConverDateTimeToGMT	Setting automatically configured to True. Converts all DateTime values to GMT.

Advanced settings

Advanced settings control how the Quickbooks Online connector tracks changes, handles regional and time configuration, and processes data batches during extraction. These options allow fine‑tuning for performance and accuracy, and should be configured according to your system environment and operational requirements.

Setting	Description
Tracking Type	Method for tracking changes: None or Date.
Region	Region setting for the connector, if required by your setup.
Time Zone	Time zone matching the Quickbooks Online application server.
Time Offset	Refresh offset in seconds to compensate for timing issues in record selection. Minimum value is 0; maximum is 3600 seconds.
Batch Size	Quantity of records processed in each batch during extraction. Larger batch sizes increase memory usage but can improve performance up to a point. The default value is 2000 and the maximum should not exceed 10000 records. Adjust according to your network speed and disk performance; in most cases the default (2000) works best.

Example