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Connecting QuickBooks Reports to Quickbase

  • 1.  Connecting QuickBooks Reports to Quickbase

    Posted 20 days ago
    Hi Everyone,

    I had what I thought would be a simple task - bringing in Income Statements from Quickbooks to Quick Base - and it's not turning out well. Is there a way to pull in a report from Quickbooks? Neither myself nor my orientation advisor has been able to do it.

    Suggestions?

    Tammy

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    Tammy Churchill
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  • 2.  RE: Connecting QuickBooks Reports to Quickbase

    Posted 19 days ago
    What version of Quickbooks are you using? What method are you attempting to connect Quickbooks and Quick Base with?

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    Blake Harrison
    bharrison@datablender.io
    DataBlender - Quick Base Solution Provider
    Atlanta GA
    404.800.1702 / http://datablender.io/
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  • 3.  RE: Connecting QuickBooks Reports to Quickbase

    Posted 19 days ago
    Hi Blake,

    We are using QBO. I was trying to do this through Pipelines, but we couldn't figure out how to access the reporting capabilities using that connection. If there is a way (or another way - we're not proud!), please let me know.

    Tammy

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    Tammy Churchill
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  • 4.  RE: Connecting QuickBooks Reports to Quickbase

    Posted 19 days ago
    Well, the QBO Channel in Pipelines doesn't have the necessary Actions built to query reports from Quickbooks. For that, you may be able to use another channel - possibly the Webhooks or JSON Handler channels. Further, you'll need to use Intuit's API to build the query. I have not built this before, but their reference document for querying reports can be found here.

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    Blake Harrison
    bharrison@datablender.io
    DataBlender - Quick Base Solution Provider
    Atlanta GA
    404.800.1702 / http://datablender.io/
    ------------------------------



  • 5.  RE: Connecting QuickBooks Reports to Quickbase

    Posted 19 days ago
    Thank you for your help, Blake. I'll look at the API approach. This is all so disappointing because QuickBase sales told us they were fully integrated into QuickBooks since they were started by the same company.

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    Tammy Churchill
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  • 6.  RE: Connecting QuickBooks Reports to Quickbase

    Posted 19 days ago
    Tammy - I apologize for any misunderstanding on their part. I'm sure the agent didn't intend to misrepresent the connector's ability. With that said, if you need any assistance in getting that connection setup, please feel free to contact me directly. I would be happy to sit down with you to more fully understand your need and put an estimate together for you.

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    Blake Harrison
    bharrison@datablender.io
    DataBlender - Quick Base Solution Provider
    Atlanta GA
    404.800.1702 / http://datablender.io/
    ------------------------------