QuickBooks Online

QuickBooks Online Integration

Connect Querri to your QuickBooks Online account to analyze accounting data, create financial reports, and automate insights.

Overview

The QuickBooks Online connector provides access to:

• Customers: Customer information and contacts
• Invoices: Sales invoices and billing data
• Payments: Payment records and transactions
• Expenses: Bills, expenses, and purchase orders
• Reports: Profit & Loss, Balance Sheet, and custom reports
• Items: Products and services
• Accounts: Chart of accounts

Setup

Prerequisites

• Active QuickBooks Online account
• Admin access to your QuickBooks company

Connecting to QuickBooks

1. Navigate to Connectors

   • Go to Settings → Connectors
   • Click “Add Connector”

2. Select QuickBooks Online

   • Choose “QuickBooks Online” from the list

3. Authenticate

   • Click “Connect to QuickBooks”
   • Sign in to your QuickBooks account
   • Authorize Querri to access your data
   • Select the company file to connect

4. Verify Connection

   • Querri will verify the connection
   • You’ll see a success message when complete

Using QuickBooks Data

In Projects

1. Create a new step → “QuickBooks”

2. Select your QuickBooks connector

3. Choose the data type:

   • Customers
   • Invoices
   • Payments
   • Expenses
   • Items
   • Accounts
   • Reports

4. Configure filters (optional):

   • Date range
   • Status
   • Customer
   • Amount range

5. Execute to retrieve data

Example Queries

Get All Active Customers

Type: Customers
Filter: Active = true

Invoices for Last Quarter

Type: Invoices
Date Range: Last 90 days
Status: Paid, Unpaid

Profit & Loss Report

Type: Reports
Report: Profit and Loss
Date Range: Custom (2024-01-01 to 2024-12-31)

Data Syncing

Automatic Sync

QuickBooks data syncs automatically:

• Frequency: Every 6 hours (default)
• Incremental: Only new/changed records
• Full Refresh: Weekly on Sundays

Manual Refresh

Force a data refresh:

1. Go to Settings → Connectors
2. Select your QuickBooks connector
3. Click “Refresh Data”

Available Fields

Customers

• Customer ID
• Display Name
• Company Name
• Email
• Phone
• Billing Address
• Balance
• Created Date

Invoices

• Invoice ID
• Invoice Number
• Customer
• Date
• Due Date
• Amount
• Status (Paid/Unpaid/Overdue)
• Line Items
• Payments Applied

Payments

• Payment ID
• Payment Date
• Amount
• Customer
• Payment Method
• Reference Number
• Invoices Paid

Expenses

• Expense ID
• Date
• Vendor
• Amount
• Category
• Description
• Payment Method
• Receipt Image

Common Use Cases

Accounts Receivable Analysis

Track outstanding invoices and customer payment patterns:

1. Load Invoices data
2. Filter by Status = “Unpaid”
3. Group by Customer
4. Calculate days outstanding
5. Create aging report visualization

Revenue Reporting

Analyze revenue trends over time:

1. Load Invoices data
2. Filter by Status = “Paid”
3. Group by Month
4. Sum total revenue
5. Create line chart of revenue trend

Expense Tracking

Monitor spending by category:

1. Load Expenses data
2. Group by Category
3. Sum amounts
4. Create pie chart of expense distribution

Customer Insights

Identify top customers:

1. Load Invoices data
2. Group by Customer
3. Sum invoice amounts
4. Sort by total revenue
5. Create bar chart of top 10 customers

Troubleshooting

Connection Failed

If authentication fails:

1. Verify you have admin access to QuickBooks
2. Check that your QuickBooks subscription is active
3. Try disconnecting and reconnecting
4. Clear browser cookies and try again

Data Not Syncing

If data isn’t updating:

1. Check sync status in connector settings
2. Verify QuickBooks connection is still active
3. Try manual refresh
4. Check for QuickBooks API service issues

Missing Data

If expected data isn’t appearing:

1. Verify data exists in QuickBooks
2. Check date range filters
3. Ensure proper permissions in QuickBooks
4. Try full refresh instead of incremental

Rate Limits

QuickBooks API has rate limits:

• Minor: 500 requests per minute
• Major: 100 requests per minute

Querri automatically handles rate limiting and will queue requests if limits are reached.

Security & Permissions

OAuth Security

• Querri uses OAuth 2.0 for secure authentication
• Your QuickBooks credentials are never stored
• Access can be revoked at any time from QuickBooks

Required Permissions

The connector requests:

• Read access to all accounting data
• No write access (read-only integration)

Revoking Access

To disconnect Querri:

1. In QuickBooks: Apps → Manage Apps → Querri → Disconnect
2. In Querri: Settings → Connectors → Delete QuickBooks connector

API Limits

QuickBooks Online API limits:

• Requests: 500 per minute (minor), 100 per minute (major)
• Data retention: No limit (live connection)
• Historical data: All available data in QuickBooks

Support

QuickBooks Support

• QuickBooks Help: help.quickbooks.com
• API Status: status.developer.intuit.com

Querri Support

• Email: support@querri.com
• Documentation: /guides/connectors/

Next Steps

• Data Connectors Guide
• Creating Projects
• Building Dashboards