Quickbooks

Enable your users to sync their data back to Quickbooks.

Supported Entities

Currently the Quickbooks target does not currently support all QBO entities. Don't see the entity you want? Contact us

Entity

Support

Journal Entries

🟢 Yes

Invoices

🟡 Coming soon

Enable the Quickbooks target

Head to your flow, and go to the target options.

Note - The Quickbooks target is designed for flows with a user configurable target. Do not use it for a normal flow, or you will get unexpected behavior. You can change this setting under the Details page of your flow.

Select the Quickbooks target, and you'll be prompted to provide your OAuth credentials.

Data format

Each entity that can be synced to Quickbooks must be in the correct format before posting.

Journal Entries

When sending Journal Entries to the Quickbooks target, the file must be named JournalEntries.csv have the following columns.

Column Name

Description

Transaction Date

The day the transaction occurred

Journal Entry Id

The ID of the Journal Entry (becomes the DocNumber in QBO)

Account Number

Account Name

If you aren't using Account Numbers, it will use this column to find the Account

Class

Customer Name

Amount

Must be a POSITIVE number

Posting Type

Either "Debit" or "Credit"

Description

Description for the entry

Currency

Optional. Allows you to specify a different currency code

Below is an example JournalEntries.csv