Quickbooks Setup Guide
  • 19 Jul 2022
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Quickbooks Setup Guide

  • Dark
  • PDF

Article Summary

This document describes the basic setup of the Quickbooks data source.

  1. Click Data Sources in the navigation menu.
  2. Click the Add Data Source button.
  3. Search for and select Quickbooks.
  4. To connect your company, click on the Login button and follow Quickbooks' authentication process.
  5. If you have more than one company, select the company you want. To connect more than one company, you must add additional instances of Quickbooks.
  6. Enter your Company ID. In order to find your Company ID follow the steps described here.
  7. Select the resources to collect from the Data Available.
Resources restrictions

The Tax Payment resource is only available for AU, CA and UK locales.

  1. Click Save Changes and then click Collect.
    • The data source appears grayed out while the collection runs.
    • You may add additional data sources while this collection runs.
    • You can monitor this collection from the Jobs page or the Data Sources page.
    • After a successful collection, navigate to the Tables page to review the data results.

This is all that is necessary to start collecting your data from Quickbooks, however, there are a number of Advanced Settings you can use to customize your Quickbooks data source. We do not recommend changing Advanced Settings unless you are an experienced Panoply user.

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