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View QuickBooks's documentation.
Hightouch uses minor version 65 of the QuickBooks Online Accounting API.
See QuickBooks's docs to learn more about minor versions.
Supported syncing
| Type | Description | Supported Sync Modes | API Reference |
|---|---|---|---|
| Customers | Sync data from any source to Quickbook customers | Upsert, Update, Insert | Customer docs |
| Bills | Sync data from any source to QuickBooks bills | Upsert, Update, Insert | Bill docs |
| Vendors | Sync data from any source to QuickBooks vendors | Upsert, Update, Insert | Vendor docs |
| TimeActivitys | Sync data from any source to QuickBooks TimeActivity objects | Update, Insert | TimeActivity docs |
| RecurringTransactions | Sync data from any source to QuickBooks RecurringTransaction objects | Insert | RecurringTransaction docs |
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 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 the SyncToken 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 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 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 the SyncToken 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 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
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.
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 the SyncToken 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 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 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 the SyncToken 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 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.
Ensure the data types of your model columns match the data types of the fields you want to sync to.
Syncing RecurringTransaction objects
Hightouch supports syncing RecurringTransaction objects to the Bill entity. This sets the type 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 the SyncToken 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 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.
Tips and troubleshooting
Common errors
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.
Live debugger
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.
Sync alerts
Hightouch can alert you of sync issues via Slack, PagerDuty, SMS, or email. For details, please visit our article on alerting.