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Integrate QuickBooks with Plecto

  1. Go to Data managementData sources > + New data source > QuickBooks.

  2. Click Next and log in to your QuickBooks account.

  3. Select the data types you want to import to Plecto.

  4. (Optional) Expand the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.

  5. Click Next to finish and import your data.

Available data types

Plecto offers a long list of data types you can import from QuickBooks. For each data type you import, Plecto will create one data source.

Find the list of data sources under Data management > Data sources. Here are all the data types you can currently import from QuickBooks to Plecto:

  • Accounts

  • Activities

  • Bill lines

  • Bills

  • Customers

  • Estimate lines

  • Estimates

  • Invoice lines

  • Invoices

  • Items

  • Purchase lines

  • Purchases

  • Vendors