> ## Documentation Index > Fetch the complete documentation index at: https://docs2.zenskar.com/llms.txt > Use this file to discover all available pages before exploring further. # QuickBooks ## 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](https://quickbooks.intuit.com/global/) with access to the company data you want to sync. | [QuickBooks Global](https://quickbooks.intuit.com/global/) | | **Intuit Developer account** | Required to create and manage apps that can access QuickBooks data via APIs. | [Get started with Intuit Developer](https://developer.intuit.com/app/developer/qbo/docs/get-started) | | **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](https://developer.intuit.com/app/developer/qbo/docs/develop/authentication-and-authorization) | | **Realm ID** | A unique identifier for your QuickBooks company used to specify which company’s data to access. | [Learn about Realm ID](https://developer.intuit.com/app/developer/qbo/docs/learn/learn-basic-field-definitions#realm-id) | You can use the [OAuth 2.0 Playground](https://developer.intuit.com/app/developer/qbo/docs/develop/authentication-and-authorization/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 1. Log into your Zenskar dashboard. 2. In the left side bar, click **Usage > Data Sources**. 3. In the top-right corner, click **+ ADD DATA SOURCE**. 4. On the **Add New Data Source** page, [configure the connector](https://docs.zenskar.com/docs/data-source-connector-for-quickbooks#configure-the-connector). 5. 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](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/most-commonly-used/account). | **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. |