Snapshot

Integrate Quickbooks with Daton

1. Signin to Daton

2. Select quickbooks from Integrations page

3. Provide Integration Name Replication Frequency and History. Integration name would be used in creating tables for the integration and cannot be changed later

4. Provide your quickbooks account email and Password.

5. After providing the email and password it prompts for the company, select the company to authorize Daton to periodically extract data from quickbooks.

6. Post successful authentication you will be prompted to choose from the list of available tables

7. Then select all required fields for each table

8. Submit the integration.

Workflow

1. Integrations would be in Pending state initially and will be moved to Active state as soon as the first job loads data successfully on to the configured warehouse

2. Users would be able to edit/pause/re-activate/delete integration anytime

3. Users can view job status and process logs from the integration details page by clicking on the integration name from the active list

QUICKBOOKS Data

Bills

Purpose: Returns all the results of bills.

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Accounts

Purpose: Returns a list of all the accounts.

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Companyinfo

Purpose:Returns the results of all the companies and their info.

Replication: Full Replication

Replication Key: NA

Fields

Invoice

Purpose:Returns a result of all the invoices generated.

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Preferences

Purpose:Returns a result of all the preferences.

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Purchase

Purpose: Returns a list of all the purchases made.

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Vendor

Purpose:Returns list of all the vendors.

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

TaxAgency

Purpose:Returns a list of all the taxes generated.

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Payment

Purpose:Returns a list of all the payments.

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Item

Purpose:Returns the list of all the items boughtsold by the company.

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Employee

Purpose: Returns the list of all the employees in the company.

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields

Customer

Purpose: Returns the list of all the customers.

Replication: Key-Based Replication

Replication Key: lastRunDate

Fields