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.
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.
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.
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.
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.
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.Id and Vendor.Name from that object for VendorRef.value and VendorRef.name, respectively.
Line: Individual line items of a transaction. Valid Line types include: ItemBasedExpenseLine and AccountBasedExpenseLine
Ensure the data types of your model columns match the data types of the fields you want to sync to. Refer to QuickBooks bill object docs for more information.
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.
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.
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.
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 Vendor or Employee.
VendorRef - Required if NameOf is set to Vendor.
EmployeeRef - Required if NameOf is set to Employee.
Ensure the data types of your model columns match the data types of the fields you want to sync to.
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.
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.
To date, our customers haven't experienced any errors while using this destination. If you run into any issues, please don't hesitate to . We're here to help.
Hightouch provides complete visibility into the API calls made during each of your sync runs. We recommend reading our article on debugging tips and tricks to learn more.