QuickBooks Online

Last updated on Sep 29, 2022

QuickBooks Online is an accounting software from Intuit Inc, designed to manage payroll, inventory, sales, and other accounting needs of small businesses.

The transfer of data from your QBO account to the Destination comprises the following one-time setups:

  1. Creating an app in your QBO account. Read Create and start developing your app.

  2. Connecting the created app and granting permissions requested by the Hevo to read the data from a company in your account.

  3. Creating a Pipeline in Hevo for transferring data from the QBO account to a Destination database or data warehouse.

Note: One Pipeline can be associated with only one company from your QBO account.


Source Considerations

  • QuickBooks Online APIs allow performing a soft delete of records from list objects such as customer, account, and vendor. In a soft delete, the records are not deleted but simply marked as inactive, by setting the active field to False. An inactive record is hidden for display in QuickBooks Online.

  • The active field, used to indicate whether a data record is active or inactive, is available for the following objects:

    • ACCOUNT

    • BUDGET

    • CLASS

    • CUSTOMER

    • DEPARTMENT

    • EMPLOYEE

    • ITEM

    • PAYMENT_METHOD

    • TAX_CODE

    • TAX_RATE

    • TERM

    • VENDOR


Limitations

  • Hevo replicates the deleted data only from those QuickBooks Online objects that allow the active field to be set to False.



See Also


Revision History

Refer to the following table for the list of key updates made to this page:

Date Release Description of Change
Sep-05-2022 NA Updated section, Data Replication to reorganize the content for better understanding and coherence.
Apr-26-2022 1.87 New document.

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