QuickBooks

Overview

The QuickBooks connector enables Zenskar to import and synchronize accounting data directly from your QuickBooks Online account. By integrating QuickBooks as a data source, Zenskar can automatically access key financial entities such as invoices, payments, customers, vendors, and journal entries — ensuring your billing and revenue workflows remain accurate and up to date.

Prerequisites

Before connecting QuickBooks as a data source in Zenskar, ensure that you have the following:

Requirement	Description	Reference
QuickBooks account	A valid Intuit QuickBooks account with access to the company data you want to sync.	QuickBooks Global
Intuit Developer account	Required to create and manage apps that can access QuickBooks data via APIs.	Get started with Intuit Developer
OAuth 2.0 credentials	Client ID, Client Secret, Access Token, Refresh Token, and optionally Client Token — used for secure API authentication.	OAuth 2.0 Authentication and Authorization Guide
Realm ID	A unique identifier for your QuickBooks company used to specify which company’s data to access.	Learn about Realm ID

You can use the OAuth 2.0 Playground provided by Intuit to easily generate and test your OAuth credentials.

Set up a QuickBooks data-source connector via Zenskar dashboard

Log into your Zenskar dashboard.
In the left side bar, click Usage > Data Sources.
In the top-right corner, click + ADD DATA SOURCE.
On the Add New Data Source page, configure the connector.
Click on the SAVE SOURCE button.

Configure the connector

General configuration

Field	Description	Required
Source Name	Enter a unique name for this data source.	Yes
Source Type	Select QuickBooks from the dropdown menu.	Yes

Connector configuration

Field	Description	Required
Client ID	The OAuth 2.0 application ID issued when you register an app in the Intuit Developer Portal.	Yes
Client Secret	The OAuth 2.0 application secret paired with the Client ID — used when exchanging codes for tokens.	Yes
Access Token	A short-lived token (typically valid for about 1 hour) used to authenticate API calls to QuickBooks.	Yes
Refresh Token	A longer-lived token used to obtain a new Access Token when the current one expires.	Yes
Start Date	The date from which you’d like to begin replicating data: records created before this date will not be synced.	Yes
Sandbox	Select Yes if you’re replicating data from the sandbox (test) environment; otherwise select No.	Yes
Realm ID	The unique company ID (also called “realmId”) of the QuickBooks Online company whose data you want to sync.	Yes

Data source access mode (read-only)

Zenskar replicates data directly from the source to Zenskar’s data infrastructure. The data is periodically synced to maintain freshness. This option is:

Ideal for small-mid size database (less than 30 GB)
Ideal for periodical data ingestion
Optimized for quicker invoice generation

Addendum

Supported streams

The Zenskar QuickBooks connector can sync data from the following QuickBooks Accounting API entities.

Stream	Description
Accounts	Chart of accounts that categorize transactions and track balances.
BillPayments	Payments made to vendors to settle bills.
Budgets	Financial plans that define expected income and expenses over a period.
Bills	Vendor bills representing amounts owed for goods or services.
Classes	Categories used to track different segments of the business.
CreditMemos	Refunds or credit issued to customers.
Customers	Details about customers including contact info and balances.
Departments	Organizational units used for financial reporting.
Deposits	Customer payments and other deposits recorded in the system.
Employees	Employee records for payroll and HR tracking.
Estimates	Sales quotes or cost estimates provided to customers.
Invoices	Sales invoices issued to customers for goods or services.
Items	Products or services sold or purchased.
JournalEntries	General ledger entries that record transactions manually.
Payments	Payments received from customers.
PaymentMethods	Accepted methods of payment such as cash, credit card, or bank transfer.
Purchases	Expenses and purchases made that aren’t tied to bills.
PurchaseOrders	Orders placed with vendors for goods or services.
RefundReceipts	Refunds issued to customers for returned goods or overpayments.
SalesReceipts	Records of completed sales where payment was received immediately.
TaxAgencies	Agencies to which sales tax is remitted.
TaxCodes	Sales tax rules applied to transactions.
TaxRates	Individual tax rates used to calculate total sales tax.
Terms	Payment terms for customers and vendors.
TimeActivities	Time tracking records for employees and vendors.
Transfers	Money transfers between accounts.
VendorCredits	Credits received from vendors for returns or overpayments.
Vendors	Supplier information including balances and contact details.

Getting started

Product modules

Security

Model context protocol (MCP)

Pricing models

Third-party integrations

Zenskar versioning

Overview

Prerequisites

Set up a QuickBooks data-source connector via Zenskar dashboard

Configure the connector

General configuration

Connector configuration

Data source access mode (read-only)

Addendum

Supported streams

​Overview

​Prerequisites

​Set up a QuickBooks data-source connector via Zenskar dashboard

​Configure the connector

​General configuration

​Connector configuration

​Data source access mode (read-only)

​Addendum

​Supported streams

Overview

Prerequisites

Set up a QuickBooks data-source connector via Zenskar dashboard

Configure the connector

General configuration

Connector configuration

Data source access mode (read-only)

Addendum

Supported streams