Overview
The QuickBooks connector enables Zenskar to import and synchronize accounting data directly from your QuickBooks Online account. By integrating QuickBooks as a data source, Zenskar can automatically access key financial entities such as invoices, payments, customers, vendors, and journal entries — ensuring your billing and revenue workflows remain accurate and up to date.Prerequisites
Before connecting QuickBooks as a data source in Zenskar, ensure that you have the following:| Requirement | Description | Reference |
|---|---|---|
| QuickBooks account | A valid Intuit QuickBooks account with access to the company data you want to sync. | QuickBooks Global |
| Intuit Developer account | Required to create and manage apps that can access QuickBooks data via APIs. | Get started with Intuit Developer |
| OAuth 2.0 credentials | Client ID, Client Secret, Access Token, Refresh Token, and optionally Client Token — used for secure API authentication. | OAuth 2.0 Authentication and Authorization Guide |
| Realm ID | A unique identifier for your QuickBooks company used to specify which company’s data to access. | Learn about Realm ID |
You can use the OAuth 2.0 Playground provided by Intuit to easily generate and test your OAuth credentials.
Set up a QuickBooks data-source connector via Zenskar dashboard
- Log into your Zenskar dashboard.
- In the left side bar, click Usage > Data Sources.
- In the top-right corner, click + ADD DATA SOURCE.
- On the Add New Data Source page, configure the connector.
- Click on the SAVE SOURCE button.
Configure the connector
General configuration
| Field | Description | Required |
|---|---|---|
| Source Name | Enter a unique name for this data source. | Yes |
| Source Type | Select QuickBooks from the dropdown menu. | Yes |
Connector configuration
| Field | Description | Required |
|---|---|---|
| Client ID | The OAuth 2.0 application ID issued when you register an app in the Intuit Developer Portal. | Yes |
| Client Secret | The OAuth 2.0 application secret paired with the Client ID — used when exchanging codes for tokens. | Yes |
| Access Token | A short-lived token (typically valid for about 1 hour) used to authenticate API calls to QuickBooks. | Yes |
| Refresh Token | A longer-lived token used to obtain a new Access Token when the current one expires. | Yes |
| Start Date | The date from which you’d like to begin replicating data: records created before this date will not be synced. | Yes |
| Sandbox | Select Yes if you’re replicating data from the sandbox (test) environment; otherwise select No. | Yes |
| Realm ID | The unique company ID (also called “realmId”) of the QuickBooks Online company whose data you want to sync. | Yes |
Data source access mode (read-only)
Zenskar replicates data directly from the source to Zenskar’s data infrastructure. The data is periodically synced to maintain freshness. This option is:- Ideal for small-mid size database (less than 30 GB)
- Ideal for periodical data ingestion
- Optimized for quicker invoice generation
Addendum
Supported streams
The Zenskar QuickBooks connector can sync data from the following QuickBooks Accounting API entities.| Stream | Description |
|---|---|
| Accounts | Chart of accounts that categorize transactions and track balances. |
| BillPayments | Payments made to vendors to settle bills. |
| Budgets | Financial plans that define expected income and expenses over a period. |
| Bills | Vendor bills representing amounts owed for goods or services. |
| Classes | Categories used to track different segments of the business. |
| CreditMemos | Refunds or credit issued to customers. |
| Customers | Details about customers including contact info and balances. |
| Departments | Organizational units used for financial reporting. |
| Deposits | Customer payments and other deposits recorded in the system. |
| Employees | Employee records for payroll and HR tracking. |
| Estimates | Sales quotes or cost estimates provided to customers. |
| Invoices | Sales invoices issued to customers for goods or services. |
| Items | Products or services sold or purchased. |
| JournalEntries | General ledger entries that record transactions manually. |
| Payments | Payments received from customers. |
| PaymentMethods | Accepted methods of payment such as cash, credit card, or bank transfer. |
| Purchases | Expenses and purchases made that aren’t tied to bills. |
| PurchaseOrders | Orders placed with vendors for goods or services. |
| RefundReceipts | Refunds issued to customers for returned goods or overpayments. |
| SalesReceipts | Records of completed sales where payment was received immediately. |
| TaxAgencies | Agencies to which sales tax is remitted. |
| TaxCodes | Sales tax rules applied to transactions. |
| TaxRates | Individual tax rates used to calculate total sales tax. |
| Terms | Payment terms for customers and vendors. |
| TimeActivities | Time tracking records for employees and vendors. |
| Transfers | Money transfers between accounts. |
| VendorCredits | Credits received from vendors for returns or overpayments. |
| Vendors | Supplier information including balances and contact details. |