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Quickbooks Online Source Connector

The Quickbooks Online source connector lets DataSync retrieve data from QuickBooks Online and load it into your data warehouse. Before setting up the connection, make sure DataSync is installed with HTTPS enabled and that you have a QuickBooks Online account with administrative permissions.

Setup involves two parts that reference each other: you create an app in the Intuit Developer Portal to grant DataSync access, then create a source connection in DataSync using the credentials from that app. It helps to keep both the Intuit Developer Portal and DataSync open side by side while you work through the steps.

Once your source connection is ready, configure your destination connection to finish the setup.

Step 1: Configure an app in Intuit Developer​

Create a developer account​

  1. Log in to the 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.

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 both in DataSync.

Step 2: Create the source connection in DataSync​

Set up the connection​

  1. Log in to DataSync.
  2. From the welcome screen, select Connections.
  3. Next to Source Connections, click New.
  4. Select Quickbooks Online.
  5. Enter all required connection properties.
  6. Copy the Callback URL from the Connection Properties panel.

Add the callback URL in Intuit Developer​

  1. Log in to the Intuit Developer Portal.
  2. In the left navigation pane, under Production, select Keys & OAuth.
  3. In Redirect URIs, select Add URI and paste the Callback URL.
  4. Click Save.

Authenticate and authorize​

  1. (Optional) In the Additional Connection Properties panel, click Add property and enter any extra parameters you need.
  2. Configure the advanced settings to match your environment, including Tracking Type.
  3. Click Save. Intuit opens a sign-in screen to complete authentication.
  4. Verify your identity if prompted.
  5. Select the company you want to connect and select Next.
  6. Select Connect to authorize DataSync.

Connection properties​

PropertyWhat to enter
DescriptionUnique name for the connection. Example: Quickbooks Online.
Callback URLURL automatically generated by DataSync. Must be added to your app's Redirect URIs in the Intuit Developer Portal.
Client IDClient ID from the Intuit Developer Portal. Example:
ABcDEfGHiJkLmNoPQRsTuVwXyZ1234567890abcd.
Client SecretSecret value from the Intuit Developer Portal. Example:
aBcDeFgHiJkLmNoPqRsTuVwXyZ1234567890AbCdEf.
ScopeDefines the QuickBooks API access your app requests. Multiple scopes can be entered as a space-separated list. Default: com.intuit.quickbooks.accounting.
Country CodeCountry code for your QuickBooks Online company file. Supported values: US, AU, CA, IN, UK.
VerbosityControls how much detail the connector writes to the log. Each level includes everything from the level below it, plus additional detail.

  • 1 logs queries, row counts, execution start and end times, and errors.
  • 2 adds cache queries and HTTP headers.
  • 3 adds request and response bodies.
  • 4 adds transport-level communication.
  • 5 adds all interface commands.
Enable PoolingEnables connection pooling, which keeps a set of database connections open and reuses them across extractions instead of opening a new connection each time. This reduces overhead and improves performance when multiple extractions run at the same time.
Pool idle timeoutTime in seconds a connection can stay idle before returning to the pool.
Max Pool SizeMaximum number of connections allowed in the pool at the same time.
Pool wait timeTime in seconds DataSync waits for an available connection before throwing an error.

Additional connection properties​

Use this panel to enter connection string properties not available in the Connection Properties panel. For sensitive values such as passwords, set the type to Encrypted. The value is hidden in the interface and stored encrypted in the back end.

PropertyWhat to enter
UseSandBoxConnects to the QuickBooks sandbox environment for testing before going to production. Example: True
ConverDateTimeToGMTAutomatically set to True. Converts all DateTime values to GMT.

Advanced settings​

These settings control how the connector tracks data changes, handles time and regional configuration, and processes records during extraction. Configure them to match your Quickbooks Online environment so that results stay accurate and consistent.

SettingWhat to select
Tracking TypeMethod for tracking data changes: None or Date.
RegionRegion setting for the connector, if required by your setup.
Time ZoneTime zone matching your Quickbooks Online environment.
Time OffsetRefresh offset in seconds to compensate for timing issues in record selection. Minimum 0, maximum 3600.
Batch SizeNumber of records processed per batch during extraction. Larger batches can improve performance but use more memory. Default is 2000, maximum is 10000. Adjust based on your network speed and disk performance. The default works well in most cases.

Example setup​

Quickbooks Online source connection in DataSync
Completed Quickbooks Online source connection in DataSync, with all properties and settings filled in.