Hightouch uses minor version
65 of the QuickBooks Online Accounting API.
See QuickBooks’s
docs
to learn more about minor versions.Supported syncing
For more information about sync modes, refer to the sync modes docs.
Connect to QuickBooks
Go to the Destinations overview page and click the Add destination button. Select QuickBooks and click Continue. You can then authenticate Hightouch to QuickBooks via OAuth. You can choose to sync your data to a Sandbox or Production Quickbooks environment. Select your preference, click Log in to QuickBooks, and log into your QuickBooks account. Once successful, you will be redirected back to Hightouch to enter a descriptive name for your destination and complete setup.Sync configuration
Once you’ve set up your QuickBooks destination and have a model to pull data from, you can set up your sync configuration to begin syncing data. Go to the Syncs overview page and click the Add sync button to begin. Then, select the relevant model and the QuickBooks destination you want to sync to.Syncing accounts
Sync data from any source to accounts in QuickBooks.Record matching
You can match rows from your model to accounts in Quickbooks on any column in your model and any account field in Quickbooks. Ensure the data types of the model column and Quickbooks field you select match. Refer to the record matching docs for more information.In Insert mode, QuickBooks automatically generates an identifier for every
new record synced, so there is no need to match an existing record.
Field mapping
You can map data from any of your model columns to fields in QuickBooks. QuickBooks requires theSyncToken attribute when performing updates.
The SyncToken is the version number of the object. It’s used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented.
By default, Hightouch pulls the latest SyncToken from QuickBooks before perfoming the update. You can override this behavior by providing your own SyncToken value via field mapping. Keep in mind that attempts to modify an object specifying an older SyncToken fail.
QuickBooks also requires the following fields, so you must map them to complete your configuration:
- Name: User recognizable name for the Account. 100 character max.
Syncing bills
Sync data from any source to bills in QuickBooks.Record matching
You can match rows from your model to bills in Quickbooks on any column in your model and any bill field in Quickbooks. Ensure the data types of the model column and Quickbooks field you select match. Refer to the record matching docs for more information.In Insert mode, QuickBooks automatically generates an identifier for every
new record synced, so there is no need to match an existing record.
Field mapping
You can map data from any of your model columns to fields in QuickBooks. QuickBooks requires theSyncToken attribute when performing updates.
The SyncToken is the version number of the object. It’s used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented.
By default, Hightouch pulls the latest SyncToken from QuickBooks before perfoming the update. You can override this behavior by providing your own SyncToken value via field mapping. Keep in mind that attempts to modify an object specifying an older SyncToken fail.
QuickBooks also requires the following fields, so you must map them to complete your configuration:
- VendorRef: Reference to the vendor for this transaction. Query the Vendor name list resource to determine the appropriate Vendor object for this reference. Use
Vendor.IdandVendor.Namefrom that object forVendorRef.valueandVendorRef.name, respectively. - Line: Individual line items of a transaction. Valid Line types include:
ItemBasedExpenseLineandAccountBasedExpenseLine
Syncing classes
Sync data from any source to classes in QuickBooks.Record matching
You can match rows from your model to classes in Quickbooks on any column in your model and any class field in Quickbooks. Ensure the data types of the model column and Quickbooks field you select match. Refer to the record matching docs for more information.In Insert mode, QuickBooks automatically generates an identifier for every
new record synced, so there is no need to match an existing record.
Field mapping
You can map data from any of your model columns to fields in QuickBooks. QuickBooks requires theSyncToken attribute when performing updates.
The SyncToken is the version number of the object. It’s used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented.
By default, Hightouch pulls the latest SyncToken from QuickBooks before perfoming the update. You can override this behavior by providing your own SyncToken value via field mapping. Keep in mind that attempts to modify an object specifying an older SyncToken fail.
QuickBooks also requires the following fields, so you must map them to complete your configuration:
- Name: User recognizable name for the Class. 100 character max.
Syncing customers
Sync data from any source to customers in QuickBooks.Record matching
You can match rows from your model to customers in Quickbooks on any column in your model and any customer field in Quickbooks. Ensure the data types of the model column and Quickbooks field you select match. Refer to the record matching docs for more information.In Insert mode, QuickBooks automatically generates an identifier for every
new record synced, so there is no need to match an existing record.
Field mapping
You can sync columns from your model to QuickBooks default and custom fields. QuickBooks requires theSyncToken attribute when performing updates.
The SyncToken is the version number of the object. It’s used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented.
By default, Hightouch pulls the latest SyncToken from QuickBooks before perfoming the update. You can override this behavior by providing your own SyncToken value via field mapping. Keep in mind that attempts to modify an object specifying an older SyncToken fail.
Syncing deposits
Sync data from any source to deposits in QuickBooks.Record matching
You can match rows from your model to deposits in Quickbooks on any column in your model and any deposit field in Quickbooks. Ensure the data types of the model column and Quickbooks field you select match. Refer to the record matching docs for more information.In Insert mode, QuickBooks automatically generates an identifier for every
new record synced, so there is no need to match an existing record.
Field mapping
You can map data from any of your model columns to fields in QuickBooks. QuickBooks requires theSyncToken attribute when performing updates.
The SyncToken is the version number of the object. It’s used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented.
By default, Hightouch pulls the latest SyncToken from QuickBooks before perfoming the update. You can override this behavior by providing your own SyncToken value via field mapping. Keep in mind that attempts to modify an object specifying an older SyncToken fail.
QuickBooks also requires the following fields, so you must map them to complete your configuration:
- DepositToAccountRef: Identifies the account to be used for this deposit.
- Line: Atleast 1 line item must be included to create a deposit.
Syncing invoices
Sync data from any source to invoices in QuickBooks.Record matching
You can match rows from your model to invoices in Quickbooks on any column in your model and any invoice field in Quickbooks. Ensure the data types of the model column and Quickbooks field you select match. Refer to the record matching docs for more information.In Insert mode, QuickBooks automatically generates an identifier for every
new record synced, so there is no need to match an existing record.
Field mapping
You can map data from any of your model columns to fields in QuickBooks. QuickBooks requires theSyncToken attribute when performing updates.
The SyncToken is the version number of the object. It’s used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented.
By default, Hightouch pulls the latest SyncToken from QuickBooks before perfoming the update. You can override this behavior by providing your own SyncToken value via field mapping. Keep in mind that attempts to modify an object specifying an older SyncToken fail.
QuickBooks also requires the following fields, so you must map them to complete your configuration:
- DepositToAccountRef: Identifies the account to be used for this deposit.
- Line: Atleast 1 line item must be included to create a deposit.
Syncing journal entries
Sync data from any source to journal entries in QuickBooks.Record matching
You can match rows from your model to jounal entries in Quickbooks on any column in your model and any journal entry field in Quickbooks. Ensure the data types of the model column and Quickbooks field you select match. Refer to the record matching docs for more information.In Insert mode, QuickBooks automatically generates an identifier for every
new record synced, so there is no need to match an existing record.
Field mapping
You can map data from any of your model columns to fields in QuickBooks. QuickBooks requires theSyncToken attribute when performing updates.
The SyncToken is the version number of the object. It’s used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented.
By default, Hightouch pulls the latest SyncToken from QuickBooks before perfoming the update. You can override this behavior by providing your own SyncToken value via field mapping. Keep in mind that attempts to modify an object specifying an older SyncToken fail.
QuickBooks also requires the following fields, so you must map them to complete your configuration:
- Line: Individual line items of a transaction. There must be at least one pair of Journal Entry Line elements, representing a debit and a credit, called distribution lines.
Syncing payments
Sync data from any source to payments in QuickBooks.Record matching
You can match rows from your model to payments in Quickbooks on any column in your model and any payment field in Quickbooks. Ensure the data types of the model column and Quickbooks field you select match. Refer to the record matching docs for more information.In Insert mode, QuickBooks automatically generates an identifier for every
new record synced, so there is no need to match an existing record.
Field mapping
You can map data from any of your model columns to fields in QuickBooks. QuickBooks requires theSyncToken attribute when performing updates.
The SyncToken is the version number of the object. It’s used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented.
By default, Hightouch pulls the latest SyncToken from QuickBooks before perfoming the update. You can override this behavior by providing your own SyncToken value via field mapping. Keep in mind that attempts to modify an object specifying an older SyncToken fail.
QuickBooks also requires the following fields, so you must map them to complete your configuration:
- TotalAmt: Indicates the total amount of the transaction. This includes the total of all the charges, allowances, and taxes.
- CustomerRef: Reference to a customer or job.
Syncing payment methods
Sync data from any source to payment methods in QuickBooks.Record matching
You can match rows from your model to payment methods in Quickbooks on any column in your model and any payment method field in Quickbooks. Ensure the data types of the model column and Quickbooks field you select match. Refer to the record matching docs for more information.In Insert mode, QuickBooks automatically generates an identifier for every
new record synced, so there is no need to match an existing record.
Field mapping
You can map data from any of your model columns to fields in QuickBooks. QuickBooks requires theSyncToken attribute when performing updates.
The SyncToken is the version number of the object. It’s used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented.
By default, Hightouch pulls the latest SyncToken from QuickBooks before perfoming the update. You can override this behavior by providing your own SyncToken value via field mapping. Keep in mind that attempts to modify an object specifying an older SyncToken fail.
QuickBooks also requires the following fields, so you must map them to complete your configuration:
- Name: User recognizable name for the payment method. 31 character max.
Syncing RecurringTransaction objects
Hightouch supports syncing RecurringTransaction objects to the Bill entity. This sets thetype field on the ecurringTransaction objects.
If you’re interested in syncing RecurringTransations to another entity, please .
Record matching
Since you can only insert RecurringTransaction objects, QuickBooks automatically generates an identifier for every new record synced, so there is no need to match an existing record.Field mapping
You can map data from any of your model columns to fields in QuickBooks. QuickBooks requires theSyncToken attribute when performing updates.
The SyncToken is the version number of the object. It’s used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented.
By default, Hightouch pulls the latest SyncToken from QuickBooks before perfoming the update. You can override this behavior by providing your own SyncToken value via field mapping. Keep in mind that attempts to modify an object specifying an older SyncToken fail.
QuickBooks also requires the RecurringInfo field, so you must map it to complete your configuration. Ensure the data types of your model columns match the data types of the fields you want to sync to.
Syncing TimeActivity objects
Sync data from any source to TimeActivity objects in QuickBooks.Record matching
You can match rows from your model to TimeActivity objects in Quickbooks on any column in your model and any TimeActivity field in Quickbooks. Ensure the data types of the model column and Quickbooks field you select match. Refer to the record matching docs for more information.In Insert mode, QuickBooks automatically generates an identifier for every
new record synced, so there is no need to match an existing record.
Field mapping
You can map data from any of your model columns to fields in QuickBooks. QuickBooks requires theSyncToken attribute when performing updates.
The SyncToken is the version number of the object. It’s used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented.
By default, Hightouch pulls the latest SyncToken from QuickBooks before perfoming the update. You can override this behavior by providing your own SyncToken value via field mapping. Keep in mind that attempts to modify an object specifying an older SyncToken fail.
QuickBooks also requires the following fields, so you must map them to complete your configuration:
- NameOf - Value can be
VendororEmployee. - VendorRef - Required if NameOf is set to
Vendor. - EmployeeRef - Required if NameOf is set to
Employee.
Syncing vendors
Sync data from any source to vendors in QuickBooks.Record matching
You can match rows from your model to vendors in Quickbooks on any column in your model and any vendor field in Quickbooks. Ensure the data types of the model column and Quickbooks field you select match. Refer to the record matching docs for more information.In Insert mode, QuickBooks automatically generates an identifier for every
new record synced, so there is no need to match an existing record.
Field mapping
You can sync columns from your model to QuickBooks default and custom fields. QuickBooks requires theSyncToken attribute when performing updates.
The SyncToken is the version number of the object. It’s used to lock an object for use by one app at a time. As soon as an application modifies an object, its SyncToken is incremented.
By default, Hightouch pulls the latest SyncToken from QuickBooks before perfoming the update. You can override this behavior by providing your own SyncToken value via field mapping. Keep in mind that attempts to modify an object specifying an older SyncToken fail.