Forum Discussion

TammyChurchill's avatar
TammyChurchill
Qrew Trainee
5 years ago

Connecting QuickBooks Reports to Quickbase

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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Integration
  • BlakeHarrison's avatar
    BlakeHarrison
    Qrew Captain
    5 years 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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    • TammyChurchill's avatar
      TammyChurchill
      Qrew Trainee
      5 years 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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      • BlakeHarrison's avatar
        BlakeHarrison
        Qrew Captain
        5 years 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/
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