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

Navigate to Connectors
- Go to Settings → Connectors
- Click “Add Connector”
Select QuickBooks Online
- Choose “QuickBooks Online” from the list
Authenticate
- Click “Connect to QuickBooks”
- Sign in to your QuickBooks account
- Authorize Querri to access your data
- Select the company file to connect
Verify Connection
- Querri will verify the connection
- You’ll see a success message when complete

Using QuickBooks Data

In Projects

Create a new step → “QuickBooks”
Select your QuickBooks connector
Choose the data type:
- Customers
- Invoices
- Payments
- Expenses
- Items
- Accounts
- Reports
Configure filters (optional):
- Date range
- Status
- Customer
- Amount range
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)

Sync Scheduling

QuickBooks data can be kept up to date with scheduled syncs. Go to Settings → Connectors, select your QuickBooks connector, and open the Schedule tab to configure automatic syncing.

Full Sync

A full sync re-downloads every record from QuickBooks — all customers, invoices, payments, and reports. Use this as a periodic baseline to catch deletions and schema changes.

Incremental Sync

Incremental sync fetches only records that have changed since the last sync using QuickBooks’ MetaData.LastUpdatedTime field. This is much faster than a full sync for large datasets.

What supports incremental sync:

Source Type	Incremental	Notes
Customers	Yes	Filtered by `MetaData.LastUpdatedTime`
Invoices	Yes	Filtered by `MetaData.LastUpdatedTime`
Payments	Yes	Filtered by `MetaData.LastUpdatedTime`
Expenses / Bills	Yes	Filtered by `MetaData.LastUpdatedTime`
Items	Yes	Filtered by `MetaData.LastUpdatedTime`
Accounts	Yes	Filtered by `MetaData.LastUpdatedTime`
Profit & Loss report	No	Reports are computed snapshots — no per-record timestamps
Balance Sheet report	No	Reports are computed snapshots — no per-record timestamps

Reports are automatically skipped during incremental syncs and will only update during full syncs.

Recommended Schedule

Schedule	Type	Cron	Purpose
Frequent	Incremental	`0 /2 * *` (every 2 hours)	Keeps transactional data (invoices, payments) fresh
Weekly	Full	`0 3 * * 0` (Sunday 3 AM)	Refreshes reports and catches deleted records

See the Sync Scheduling guide for full setup instructions.

Manual Refresh

Trigger a sync outside the schedule:

Go to Settings → Connectors
Select your QuickBooks connector
Click Sync Now

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:

Load Invoices data
Filter by Status = “Unpaid”
Group by Customer
Calculate days outstanding
Create aging report visualization

Revenue Reporting

Analyze revenue trends over time:

Load Invoices data
Filter by Status = “Paid”
Group by Month
Sum total revenue
Create line chart of revenue trend

Expense Tracking

Monitor spending by category:

Load Expenses data
Group by Category
Sum amounts
Create pie chart of expense distribution

Customer Insights

Identify top customers:

Load Invoices data
Group by Customer
Sum invoice amounts
Sort by total revenue
Create bar chart of top 10 customers

Troubleshooting

Connection Failed

If authentication fails:

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

Data Not Syncing

If data isn’t updating:

Check sync status in connector settings
Verify QuickBooks connection is still active
Try manual refresh
Check for QuickBooks API service issues

Missing Data

If expected data isn’t appearing:

Verify data exists in QuickBooks
Check date range filters
Ensure proper permissions in QuickBooks
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:

In QuickBooks: Apps → Manage Apps → Querri → Disconnect
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: /integrations/overview/