QuickBooks

QuickBooks is an accounting software package developed and marketed by Intuit.

omniload supports QuickBooks as a source.

URI format

quickbooks://?company_id=<company_id>client_id=<client_id>&client_secret=<client_secret>&refresh_token=<refresh_token>&access_token=<access_token>&environment=<environment>&minor_version=<minor_version>

URI parameters:

• company_id: The QuickBooks company (realm) id.

• client_id: OAuth client id from your Intuit application.

• client_secret: OAuth client secret.

• refresh_token: OAuth refresh token used to obtain access tokens.

• environment: Optional environment name, either production or sandbox. Defaults to production.

• minor_version: Optional API minor version.

Setting up a QuickBooks integration

Follow Intuit’s OAuth setup guide to create an app and generate your credentials.

Once you have the credentials, you can ingest data. For example, to copy customers data into DuckDB:

omniload ingest \
--source-uri 'quickbooks://?company_id=1234567890&client_id=cid&client_secret=csecret&refresh_token=rtoken' \
--source-table 'customers' \
--dest-uri duckdb:///customers.duckdb \
--dest-table 'dest.details'

This command will retrieve customers data and save it to the dest.details table in the DuckDB database.

Tables

QuickBooks source allows ingesting the following tables:

Table	PK	Inc Key	Inc Strategy	Details
customers	id	lastupdatedtime	merge	Retrives list of customers.
invoices	id	lastupdatedtime	merge	Retrives sales invoices.
accounts	id	lastupdatedtime	merge	Retrives details of accounts.
vendors	id	lastupdatedtime	merge	Retrives vendor records.
payments	id	lastupdatedtime	merge	Retrives payments recorded.

Use these as the --source-table parameter in the omniload ingest command.