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QuickBooks Online is a cloud-based accounting platform for small and medium businesses, covering invoicing, bills, expenses, payments, banking, and financial reporting. This connector extracts your accounting data through the QuickBooks Online Accounting API, landing accounts, customers, vendors, invoices, bills, payments, journal entries, and related entities in your Catalog.

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Configuring QuickBooks as a Source

In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the QuickBooks option from the list of connectors. Click Next and you’ll be prompted to add your access.

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1. Add account access

QuickBooks uses managed OAuth2, so you do not need to create an app or copy any credentials. Click the Authorization button and sign in with your Intuit account, then choose the company you want Nekt to access. Nekt reads your data through the Accounting API — the connector only issues read queries and cannot modify anything in QuickBooks. The following configurations are available:
  • Start date: The earliest date from which records will be synced. Records created or updated after this date will be extracted.
Optionally, under advanced settings you can define:
  • Use sandbox: (Default: false) When enabled, the connector targets the QuickBooks sandbox API instead of production. Leave this off for real company data.
  • API minor version: The QuickBooks Accounting API minor version to request. Leave empty to use the connector default.
Once you’re done, click Next.

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2. Select streams

Choose which data streams you want to sync. For faster extractions, select only the streams that are relevant to your analysis. You can select entire groups of streams or pick specific ones.
Tip: The stream can be found more easily by typing its name.
Select the streams and click Next.

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3. Configure data streams

Customize how you want your data to appear in your catalog. Select the desired layer where the data will be placed, a folder to organize it inside the layer, a name for each table (which will effectively contain the fetched data) and the type of sync.
  • Layer: choose between the existing layers on your catalog. This is where you will find your new extracted tables as the extraction runs successfully.
  • Folder: a folder can be created inside the selected layer to group all tables being created from this new data source.
  • Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix to all tables at once and make this process faster!
  • Sync Type: you can choose between INCREMENTAL and FULL_TABLE.
    • Incremental: every time the extraction happens, we’ll get only the new data - which is good if, for example, you want to keep every record ever fetched.
    • Full table: every time the extraction happens, we’ll get the current state of the data - which is good if, for example, you don’t want to have deleted data in your catalog.
Once you are done configuring, click Next.

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4. Configure data source

Describe your data source for easy identification within your organization, not exceeding 140 characters. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times). Optionally, you can define some additional settings:
  • Configure Delta Log Retention and determine for how long we should store old states of this table as it gets updated. Read more about this resource here.
  • Determine when to execute an Additional Full Sync. This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while.
Once you are ready, click Next to finalize the setup.

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5. Check your new source

You can view your new source on the Sources page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.
For you to be able to see it on your Catalog, you need at least one successful source run.

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Incremental extraction

Every entity is queried through the QuickBooks /query endpoint (SELECT * FROM <Entity> ...), paginated with STARTPOSITION/MAXRESULTS. Most streams are extracted incrementally: the connector tracks the last value of last_updated_time (lifted from the entity’s MetaData.LastUpdatedTime) and, on the next run, filters the query with WHERE Metadata.LastUpdatedTime > ... so only records changed after that point are fetched. The company_info stream is a singleton and is always synced as full table.
QuickBooks does not return deleted transactions through the query endpoint, so hard-deleted records will not be removed from incremental tables. Schedule an occasional Additional Full Sync if you need to reconcile deletions.
Reference fields (such as customer_ref, vendor_ref, and account_ref), addresses (bill_addr, ship_addr), line items (line), and other nested structures are delivered as JSON-encoded strings rather than native nested objects. To work with their contents, parse the string downstream (for example with JSON_PARSE/JSON_EXTRACT on AWS or JSON_VALUE/JSON_QUERY on GCP). These fields are noted as “JSON string” in the stream descriptions below.

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Streams and Fields

Below you’ll find all available data streams from QuickBooks and their corresponding fields. Each accordion lists the stream’s primary key, its sync behavior, and all fields. Every stream shares a common set of fields: id (primary key), sync_token, meta_data (JSON string), create_time, last_updated_time (replication key), domain, and sparse.
The chart of accounts. Primary key: id. Sync: Incremental on last_updated_time. Includes active and inactive accounts.
  • name - Account name
  • fully_qualified_name - Fully qualified name including parent hierarchy
  • active - Whether the account is active
  • classification - Account classification (Asset, Liability, Equity, Revenue, Expense)
  • account_type - Account type
  • account_sub_type - Account sub-type
  • acct_num - Account number
  • description - Account description
  • current_balance - Current balance
  • current_balance_with_sub_accounts - Current balance including sub-accounts
  • currency_ref - Currency reference (JSON string)
  • sub_account - Whether this is a sub-account
  • parent_ref - Parent account reference (JSON string)
  • tax_code_ref - Default tax code reference (JSON string)
  • account_alias - Account alias
Payments made against vendor bills. Primary key: id. Sync: Incremental on last_updated_time.
  • doc_number - Document number
  • txn_date - Transaction date
  • vendor_ref - Vendor reference (JSON string)
  • pay_type - Payment type (Check or CreditCard)
  • total_amt - Total amount
  • line - Bill payment lines (JSON string)
  • check_payment - Check payment details (JSON string)
  • credit_card_payment - Credit card payment details (JSON string)
  • ap_account_ref - Accounts payable account reference (JSON string)
  • bank_account_ref - Bank account reference (JSON string)
  • cc_account_ref - Credit card account reference (JSON string)
  • currency_ref - Currency reference (JSON string)
  • exchange_rate - Currency exchange rate
  • department_ref - Department reference (JSON string)
  • private_note - Private note
  • process_bill_payment - Whether the payment is processed electronically
Vendor bills (accounts payable). Primary key: id. Sync: Incremental on last_updated_time.
  • doc_number - Document number
  • txn_date - Transaction date
  • due_date - Due date
  • vendor_ref - Vendor reference (JSON string)
  • vendor_addr - Vendor address (JSON string)
  • ap_account_ref - Accounts payable account reference (JSON string)
  • sales_term_ref - Sales term reference (JSON string)
  • line - Bill lines (JSON string)
  • txn_tax_detail - Transaction tax detail (JSON string)
  • total_amt - Total amount
  • balance - Outstanding balance
  • currency_ref - Currency reference (JSON string)
  • exchange_rate - Currency exchange rate
  • department_ref - Department reference (JSON string)
  • private_note - Private note
  • linked_txn - Linked transactions (JSON string)
  • global_tax_calculation - Global tax calculation mode
Classes used to categorize transactions. Primary key: id. Sync: Incremental on last_updated_time. Includes active and inactive classes.
  • name - Class name
  • fully_qualified_name - Fully qualified name including parent hierarchy
  • active - Whether the class is active
  • sub_class - Whether this is a sub-class
  • parent_ref - Parent class reference (JSON string)
The company profile and preferences. Primary key: id. Sync: Full table.
  • company_name - Company name
  • legal_name - Legal name
  • company_addr - Company address (JSON string)
  • customer_communication_addr - Customer communication address (JSON string)
  • legal_addr - Legal address (JSON string)
  • customer_communication_email_addr - Customer communication email (JSON string)
  • primary_phone - Primary phone (JSON string)
  • company_start_date - Company start date
  • fiscal_year_start_month - Fiscal year start month
  • country - Country
  • email - Company email (JSON string)
  • web_addr - Website address (JSON string)
  • employer_id - Employer identification number
  • default_time_zone - Default time zone
  • supported_languages - Supported languages
  • name_value - Additional name/value metadata (JSON string)
Credit memos issued to customers. Primary key: id. Sync: Incremental on last_updated_time.
  • doc_number - Document number
  • txn_date - Transaction date
  • customer_ref - Customer reference (JSON string)
  • customer_memo - Customer memo (JSON string)
  • bill_addr - Billing address (JSON string)
  • ship_addr - Shipping address (JSON string)
  • line - Credit memo lines (JSON string)
  • txn_tax_detail - Transaction tax detail (JSON string)
  • total_amt - Total amount
  • balance - Outstanding balance
  • remaining_credit - Remaining credit
  • apply_tax_after_discount - Whether tax is applied after discount
  • print_status - Print status
  • email_status - Email status
  • bill_email - Billing email (JSON string)
  • currency_ref - Currency reference (JSON string)
  • exchange_rate - Currency exchange rate
  • class_ref - Class reference (JSON string)
  • department_ref - Department reference (JSON string)
  • private_note - Private note
  • custom_field - Custom fields (JSON string)
  • global_tax_calculation - Global tax calculation mode
Customers, jobs, and sub-customers. Primary key: id. Sync: Incremental on last_updated_time. Includes active and inactive customers.
  • display_name - Display name
  • title - Title
  • given_name - First name
  • middle_name - Middle name
  • family_name - Last name
  • suffix - Name suffix
  • company_name - Company name
  • fully_qualified_name - Fully qualified name including parent hierarchy
  • print_on_check_name - Name to print on checks
  • active - Whether the customer is active
  • primary_email_addr - Primary email address (JSON string)
  • primary_phone - Primary phone (JSON string)
  • mobile - Mobile phone (JSON string)
  • fax - Fax (JSON string)
  • web_addr - Website address (JSON string)
  • bill_addr - Billing address (JSON string)
  • ship_addr - Shipping address (JSON string)
  • notes - Notes
  • balance - Outstanding balance
  • balance_with_jobs - Balance including sub-customers/jobs
  • currency_ref - Currency reference (JSON string)
  • preferred_delivery_method - Preferred delivery method
  • taxable - Whether the customer is taxable
  • default_tax_code_ref - Default tax code reference (JSON string)
  • sales_term_ref - Sales term reference (JSON string)
  • payment_method_ref - Payment method reference (JSON string)
  • resale_num - Resale number
  • job - Whether this record is a job
  • is_project - Whether this record is a project
  • bill_with_parent - Whether billed with the parent customer
  • parent_ref - Parent customer reference (JSON string)
  • level - Hierarchy level
  • v4_id_pseudonym - Internal QuickBooks identifier
Departments or locations used to categorize transactions. Primary key: id. Sync: Incremental on last_updated_time. Includes active and inactive departments.
  • name - Department name
  • fully_qualified_name - Fully qualified name including parent hierarchy
  • active - Whether the department is active
  • sub_department - Whether this is a sub-department
  • parent_ref - Parent department reference (JSON string)
Bank deposits. Primary key: id. Sync: Incremental on last_updated_time.
  • doc_number - Document number
  • txn_date - Transaction date
  • deposit_to_account_ref - Account the funds are deposited to (JSON string)
  • line - Deposit lines (JSON string)
  • cash_back - Cash back detail (JSON string)
  • txn_tax_detail - Transaction tax detail (JSON string)
  • total_amt - Total amount
  • home_total_amt - Total amount in home currency
  • currency_ref - Currency reference (JSON string)
  • exchange_rate - Currency exchange rate
  • department_ref - Department reference (JSON string)
  • private_note - Private note
  • global_tax_calculation - Global tax calculation mode
Employees. Primary key: id. Sync: Incremental on last_updated_time. Includes active and inactive employees.
  • display_name - Display name
  • title - Title
  • given_name - First name
  • middle_name - Middle name
  • family_name - Last name
  • suffix - Name suffix
  • print_on_check_name - Name to print on checks
  • active - Whether the employee is active
  • primary_email_addr - Primary email address (JSON string)
  • primary_phone - Primary phone (JSON string)
  • mobile - Mobile phone (JSON string)
  • primary_addr - Primary address (JSON string)
  • billable_time - Whether the employee’s time is billable
  • bill_rate - Billable rate
  • organization - Whether the employee is an organization
  • employee_number - Employee number
  • ssn - Social security number
  • hired_date - Hire date
  • released_date - Release date
  • birth_date - Birth date
  • gender - Gender
  • v4_id_pseudonym - Internal QuickBooks identifier
Estimates and quotes issued to customers. Primary key: id. Sync: Incremental on last_updated_time.
  • doc_number - Document number
  • txn_date - Transaction date
  • txn_status - Estimate status (Pending, Accepted, Closed, Rejected)
  • customer_ref - Customer reference (JSON string)
  • customer_memo - Customer memo (JSON string)
  • bill_addr - Billing address (JSON string)
  • ship_addr - Shipping address (JSON string)
  • ship_from_addr - Ship-from address (JSON string)
  • free_form_address - Free-form address (JSON string)
  • ship_date - Ship date
  • expiration_date - Expiration date
  • accepted_by - Name of the person who accepted the estimate
  • accepted_date - Date the estimate was accepted
  • line - Estimate lines (JSON string)
  • txn_tax_detail - Transaction tax detail (JSON string)
  • sales_term_ref - Sales term reference (JSON string)
  • total_amt - Total amount
  • apply_tax_after_discount - Whether tax is applied after discount
  • print_status - Print status
  • email_status - Email status
  • bill_email - Billing email (JSON string)
  • currency_ref - Currency reference (JSON string)
  • exchange_rate - Currency exchange rate
  • class_ref - Class reference (JSON string)
  • department_ref - Department reference (JSON string)
  • private_note - Private note
  • linked_txn - Linked transactions (JSON string)
  • custom_field - Custom fields (JSON string)
  • global_tax_calculation - Global tax calculation mode
Sales invoices. Primary key: id. Sync: Incremental on last_updated_time.
  • doc_number - Document number
  • txn_date - Transaction date
  • due_date - Due date
  • ship_date - Ship date
  • customer_ref - Customer reference (JSON string)
  • customer_memo - Customer memo (JSON string)
  • bill_addr - Billing address (JSON string)
  • ship_addr - Shipping address (JSON string)
  • ship_from_addr - Ship-from address (JSON string)
  • free_form_address - Free-form address (JSON string)
  • line - Invoice lines (JSON string)
  • txn_tax_detail - Transaction tax detail (JSON string)
  • sales_term_ref - Sales term reference (JSON string)
  • total_amt - Total amount
  • home_total_amt - Total amount in home currency
  • balance - Outstanding balance
  • deposit - Deposit applied
  • apply_tax_after_discount - Whether tax is applied after discount
  • print_status - Print status
  • email_status - Email status
  • e_invoice_status - E-invoice status
  • bill_email - Billing email (JSON string)
  • bill_email_bcc - Billing email BCC (JSON string)
  • delivery_info - Delivery information (JSON string)
  • currency_ref - Currency reference (JSON string)
  • exchange_rate - Currency exchange rate
  • deposit_to_account_ref - Deposit-to account reference (JSON string)
  • class_ref - Class reference (JSON string)
  • department_ref - Department reference (JSON string)
  • ship_method_ref - Shipping method reference (JSON string)
  • tracking_num - Tracking number
  • private_note - Private note
  • linked_txn - Linked transactions such as payments (JSON string)
  • custom_field - Custom fields (JSON string)
  • global_tax_calculation - Global tax calculation mode
  • allow_ipn_payment - Whether Intuit PaymentNetwork payment is allowed
  • allow_online_payment - Whether online payment is allowed
  • allow_online_credit_card_payment - Whether online credit card payment is allowed
  • allow_online_ach_payment - Whether online ACH payment is allowed
Products and services. Primary key: id. Sync: Incremental on last_updated_time. Includes active and inactive items.
  • name - Item name
  • fully_qualified_name - Fully qualified name including parent hierarchy
  • active - Whether the item is active
  • type - Item type (Inventory, NonInventory, Service, etc.)
  • description - Sales description
  • purchase_desc - Purchase description
  • unit_price - Unit price
  • purchase_cost - Purchase cost
  • taxable - Whether the item is taxable
  • sales_tax_included - Whether sales tax is included in the price
  • qty_on_hand - Quantity on hand
  • track_qty_on_hand - Whether quantity on hand is tracked
  • inv_start_date - Inventory start date
  • sku - Stock keeping unit
  • income_account_ref - Income account reference (JSON string)
  • expense_account_ref - Expense account reference (JSON string)
  • asset_account_ref - Asset account reference (JSON string)
  • sales_tax_code_ref - Sales tax code reference (JSON string)
  • purchase_tax_code_ref - Purchase tax code reference (JSON string)
  • tax_classification_ref - Tax classification reference (JSON string)
  • parent_ref - Parent item reference (JSON string)
  • sub_item - Whether this is a sub-item
  • level - Hierarchy level
  • print_grouped_items - Whether grouped items are printed
  • item_group_detail - Group item detail (JSON string)
Journal entries. Primary key: id. Sync: Incremental on last_updated_time.
  • doc_number - Document number
  • txn_date - Transaction date
  • adjustment - Whether the entry is an adjustment
  • line - Journal entry lines with debits and credits (JSON string)
  • txn_tax_detail - Transaction tax detail (JSON string)
  • total_amt - Total amount
  • home_total_amt - Total amount in home currency
  • currency_ref - Currency reference (JSON string)
  • exchange_rate - Currency exchange rate
  • private_note - Private note
  • txn_source - Transaction source
  • linked_txn - Linked transactions (JSON string)
  • recur_data_ref - Recurring transaction reference (JSON string)
  • global_tax_calculation - Global tax calculation mode
Payment methods. Primary key: id. Sync: Incremental on last_updated_time. Includes active and inactive payment methods.
  • name - Payment method name
  • active - Whether the payment method is active
  • type - Payment method type (e.g. CreditCard, NonCreditCard)
Payments received from customers. Primary key: id. Sync: Incremental on last_updated_time.
  • txn_date - Transaction date
  • customer_ref - Customer reference (JSON string)
  • total_amt - Total amount
  • unapplied_amt - Unapplied amount
  • line - Payment lines linking to invoices (JSON string)
  • deposit_to_account_ref - Deposit-to account reference (JSON string)
  • ar_account_ref - Accounts receivable account reference (JSON string)
  • payment_method_ref - Payment method reference (JSON string)
  • payment_ref_num - Payment reference number
  • credit_card_payment - Credit card payment details (JSON string)
  • currency_ref - Currency reference (JSON string)
  • exchange_rate - Currency exchange rate
  • process_payment - Whether the payment is processed electronically
  • txn_source - Transaction source
  • private_note - Private note
Purchase orders raised against vendors. Primary key: id. Sync: Incremental on last_updated_time.
  • doc_number - Document number
  • txn_date - Transaction date
  • due_date - Due date
  • expected_date - Expected date
  • vendor_ref - Vendor reference (JSON string)
  • ap_account_ref - Accounts payable account reference (JSON string)
  • po_status - Purchase order status (Open, Closed)
  • line - Purchase order lines (JSON string)
  • txn_tax_detail - Transaction tax detail (JSON string)
  • total_amt - Total amount
  • ship_addr - Shipping address (JSON string)
  • vendor_addr - Vendor address (JSON string)
  • ship_to - Ship-to reference (JSON string)
  • ship_method_ref - Shipping method reference (JSON string)
  • class_ref - Class reference (JSON string)
  • department_ref - Department reference (JSON string)
  • currency_ref - Currency reference (JSON string)
  • exchange_rate - Currency exchange rate
  • memo - Memo
  • private_note - Private note
  • email_status - Email status
  • po_email - Purchase order email (JSON string)
  • custom_field - Custom fields (JSON string)
  • global_tax_calculation - Global tax calculation mode
Purchases such as expenses, checks, and credit card charges. Primary key: id. Sync: Incremental on last_updated_time.
  • doc_number - Document number
  • txn_date - Transaction date
  • payment_type - Payment type (Cash, Check, CreditCard)
  • account_ref - Account reference (JSON string)
  • entity_ref - Payee/entity reference (JSON string)
  • payment_method_ref - Payment method reference (JSON string)
  • line - Purchase lines (JSON string)
  • txn_tax_detail - Transaction tax detail (JSON string)
  • total_amt - Total amount
  • credit - Whether the purchase is a credit
  • purchase_ex - Purchase extension detail (JSON string)
  • remit_to_addr - Remit-to address (JSON string)
  • currency_ref - Currency reference (JSON string)
  • exchange_rate - Currency exchange rate
  • department_ref - Department reference (JSON string)
  • print_status - Print status
  • private_note - Private note
  • custom_field - Custom fields (JSON string)
  • global_tax_calculation - Global tax calculation mode
Refund receipts issued to customers. Primary key: id. Sync: Incremental on last_updated_time.
  • doc_number - Document number
  • txn_date - Transaction date
  • customer_ref - Customer reference (JSON string)
  • bill_addr - Billing address (JSON string)
  • line - Refund receipt lines (JSON string)
  • txn_tax_detail - Transaction tax detail (JSON string)
  • total_amt - Total amount
  • balance - Outstanding balance
  • payment_method_ref - Payment method reference (JSON string)
  • deposit_to_account_ref - Account the refund is paid from (JSON string)
  • check_payment - Check payment details (JSON string)
  • credit_card_payment - Credit card payment details (JSON string)
  • currency_ref - Currency reference (JSON string)
  • exchange_rate - Currency exchange rate
  • class_ref - Class reference (JSON string)
  • department_ref - Department reference (JSON string)
  • private_note - Private note
  • custom_field - Custom fields (JSON string)
  • global_tax_calculation - Global tax calculation mode
Sales receipts for immediate payment sales. Primary key: id. Sync: Incremental on last_updated_time.
  • doc_number - Document number
  • txn_date - Transaction date
  • customer_ref - Customer reference (JSON string)
  • customer_memo - Customer memo (JSON string)
  • bill_addr - Billing address (JSON string)
  • ship_addr - Shipping address (JSON string)
  • free_form_address - Free-form address (JSON string)
  • ship_date - Ship date
  • line - Sales receipt lines (JSON string)
  • txn_tax_detail - Transaction tax detail (JSON string)
  • total_amt - Total amount
  • balance - Outstanding balance
  • payment_method_ref - Payment method reference (JSON string)
  • payment_ref_num - Payment reference number
  • deposit_to_account_ref - Deposit-to account reference (JSON string)
  • credit_card_payment - Credit card payment details (JSON string)
  • apply_tax_after_discount - Whether tax is applied after discount
  • print_status - Print status
  • email_status - Email status
  • bill_email - Billing email (JSON string)
  • currency_ref - Currency reference (JSON string)
  • exchange_rate - Currency exchange rate
  • class_ref - Class reference (JSON string)
  • department_ref - Department reference (JSON string)
  • private_note - Private note
  • custom_field - Custom fields (JSON string)
  • global_tax_calculation - Global tax calculation mode
Tax codes. Primary key: id. Sync: Incremental on last_updated_time. Includes active and inactive tax codes.
  • name - Tax code name
  • description - Tax code description
  • active - Whether the tax code is active
  • taxable - Whether the tax code is taxable
  • tax_group - Whether the tax code is a group
  • hidden - Whether the tax code is hidden
  • sales_tax_rate_list - Sales tax rate list (JSON string)
  • purchase_tax_rate_list - Purchase tax rate list (JSON string)
Payment terms. Primary key: id. Sync: Incremental on last_updated_time. Includes active and inactive terms.
  • name - Term name
  • active - Whether the term is active
  • type - Term type (Standard or DateDriven)
  • due_days - Number of days until due
  • discount_days - Number of days to qualify for a discount
  • discount_percent - Discount percentage
  • day_of_month_due - Day of the month the payment is due
  • due_next_month_days - Days before which the due date rolls to the next month
  • discount_day_of_month - Day of the month to qualify for a discount
Time activities logged against customers, employees, or vendors. Primary key: id. Sync: Incremental on last_updated_time.
  • txn_date - Transaction date
  • name_of - Whether the time is for an Employee or Vendor
  • employee_ref - Employee reference (JSON string)
  • vendor_ref - Vendor reference (JSON string)
  • customer_ref - Customer reference (JSON string)
  • item_ref - Service item reference (JSON string)
  • class_ref - Class reference (JSON string)
  • department_ref - Department reference (JSON string)
  • billable_status - Billable status
  • taxable - Whether the time is taxable
  • hourly_rate - Hourly rate
  • hours - Hours worked
  • minutes - Minutes worked
  • break_hours - Break hours
  • break_minutes - Break minutes
  • start_time - Start time
  • end_time - End time
  • description - Description
Transfers of funds between accounts. Primary key: id. Sync: Incremental on last_updated_time.
  • doc_number - Document number
  • txn_date - Transaction date
  • from_account_ref - Source account reference (JSON string)
  • to_account_ref - Destination account reference (JSON string)
  • amount - Transfer amount
  • currency_ref - Currency reference (JSON string)
  • exchange_rate - Currency exchange rate
  • private_note - Private note
Vendor credits. Primary key: id. Sync: Incremental on last_updated_time.
  • doc_number - Document number
  • txn_date - Transaction date
  • vendor_ref - Vendor reference (JSON string)
  • ap_account_ref - Accounts payable account reference (JSON string)
  • line - Vendor credit lines (JSON string)
  • txn_tax_detail - Transaction tax detail (JSON string)
  • total_amt - Total amount
  • balance - Outstanding balance
  • currency_ref - Currency reference (JSON string)
  • exchange_rate - Currency exchange rate
  • department_ref - Department reference (JSON string)
  • private_note - Private note
  • global_tax_calculation - Global tax calculation mode
Vendors and suppliers. Primary key: id. Sync: Incremental on last_updated_time. Includes active and inactive vendors.
  • display_name - Display name
  • title - Title
  • given_name - First name
  • middle_name - Middle name
  • family_name - Last name
  • suffix - Name suffix
  • company_name - Company name
  • print_on_check_name - Name to print on checks
  • active - Whether the vendor is active
  • primary_email_addr - Primary email address (JSON string)
  • primary_phone - Primary phone (JSON string)
  • mobile - Mobile phone (JSON string)
  • fax - Fax (JSON string)
  • web_addr - Website address (JSON string)
  • bill_addr - Billing address (JSON string)
  • balance - Outstanding balance
  • vendor1099 - Whether the vendor is a 1099 vendor
  • tax_identifier - Tax identifier
  • acct_num - Account number
  • bill_rate - Billable rate
  • cost_rate - Cost rate
  • currency_ref - Currency reference (JSON string)
  • term_ref - Term reference (JSON string)
  • ap_account_ref - Accounts payable account reference (JSON string)
  • v4_id_pseudonym - Internal QuickBooks identifier

​
Skills for agents

Download QuickBooks skills file

QuickBooks connector documentation as plain markdown, for use in AI agent contexts.