QuickBooks Online (Edge)

Configure QuickBooks Online as a Source in your Pipeline

Perform the following steps to configure your QuickBooks Online Source:

1. Click Pipelines in the Navigation Bar.

2. Click + Create Pipeline in the Pipelines List View.

3. On the Select Source Type page, select QuickBooks Online.

4. On the Select Destination Type page, select the type of Destination you want to use.

5. In the Configure Source screen, specify the following:

   

   • Source Name: A unique name for your Source, not exceeding 255 characters. For example, QuickBooks Online Source.

   • In the Connect to QuickBooks Online section, specify the following:

     • Client ID: The client ID of the app that you created in your Intuit Developer account.

     • Client Secret: The client secret of the app.

6. Click Authorize, and then do the following in the window that opens:

   1. Log in to your QuickBooks Online account as a user with the Primary admin or Company admin role.

   2. If you have access to more than one company, select the company whose data you want to replicate.

   3. Click Connect to allow Hevo to access the data of the company.

   Once the authorization is successful, you are redirected to the Configure Source screen.

7. Click Test & Continue to test the connection to your QuickBooks Online Source. Hevo checks the connection by reading the profile of the authorized company. Once the test is successful, you can proceed to set up your Destination.

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Data Replication

Hevo replicates data for all the objects selected on the Configure Objects page during Pipeline creation. By default, all supported objects and their available fields are selected. However, you can modify this selection while creating or editing the Pipeline.

Hevo ingests the following types of data from your Source objects:

• Historical Data: The first run of the Pipeline ingests all the data of the selected objects. For the Exchange Rate object, Hevo ingests the exchange rates of every day since January 1, 1990.

• Incremental Data: Once the historical load is complete, Hevo ingests the records that were created or updated since the previous run, as per the sync frequency. Hevo also re-ingests the records updated in the five minutes before the previous run started, so that no changes are missed. For the following objects, Hevo ingests the data differently:

  • Company Info and Currency: Hevo ingests the entire data in each run.

  • Exchange Rate: Hevo ingests the exchange rates from three days before the previous run.

  • Child objects, such as Invoice Line: Hevo ingests the child records of each parent record that is ingested, and replaces the existing child records of that parent in the Destination.

You cannot resync individual objects of this Source. To ingest the data again, resync the Pipeline.

QuickBooks Online limits the number of API requests that an app can make for a company to 500 requests per minute. If this limit is reached, or if QuickBooks Online returns a temporary server error, Hevo waits and retries the request. If all the retries fail, the Pipeline run stops, and Hevo resumes the ingestion from the same point in the next run. Read API call limits.

You can create a Pipeline with this Source using either the Merge or the Append load mode.

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Schema and Primary Keys

Hevo uses the following schema to upload the records in the Destination. For a detailed view of the objects, fields, and relationships, click the ERD.

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Data Model

The following is the list of tables (objects) that are created at the Destination when you run the Pipeline:

The Credit Memo, Estimate, Invoice, Purchase Order, Refund Receipt, and Sales Receipt objects also contain the custom fields of these forms that are named in QuickBooks Online and have the text type. Hevo creates a column custom_<field name> for each of these fields.

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