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How to integrate QuickBooks with Plecto

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

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

  3. Select the data you want to import.

  4. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  5. Click Next to choose how much data to import and how long you want to keep it in the data source.

  6. Click Import to finish.

Available data

Our integration with QuickBooks Online currently allows you to import the following data:

  • Accounts

  • Activities

  • Bill lines

  • Bills

  • Customers

  • Estimate lines

  • Estimates

  • Invoice lines

  • Invoices

  • Items

  • Purchase lines

  • Purchases

  • Vendors