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QuickBooks is the #1 rated small business accounting software.

QuickBooks features several innovative functions such as remote access capabilities, remote payroll assistance and outsourcing, electronic payment functions, online banking and reconciliation, mapping features through integration with Google Maps, marketing options through Google, and improved e-mail functionality through Microsoft Outlook and Outlook Express. In addition, you can import data from Excel spreadsheets, use additional employee time to track, and make use of pre-authorization of electronic funds.

For more information, click here.

Field (Account) Information

While configuring the Source or Destination of a Transaction, you find an Account option to configure your application with Adeptia Connect. Using Account configuration, you need to specify the location from where the data is to be accessed. In this process, provide the details of the application account to grant permission to access data. 

Specify the following information for QuickBooks:

 

Field

Description

Account Name

A short, descriptive name that helps you re-use this account in future

Enter a name and click Continue. The QuickBooks login screen appears:

 

Field

Description

Email or user ID

Email address or User ID to log into your QuickBooks account.

Password

Password to log into your QuickBooks account.

If you do not have a QuickBooks account, click Sign up now link to register for an account. 

Triggers

A trigger specifies when a particular Transaction will start executing. While configuring the Source application, you find a Trigger drop-down list. 

When QuickBooks is the Source application, the following triggers are available:

Trigger Name

Description

New Account

Triggers when a new account is created

New or Updated Account

Triggers when a new account is created or an existing account is modified

All AccountsRetrieves the details of all account objects that has been created
New AttachableTriggers when a new attachable item is created
New or Updated AttachableTriggers when a new attachable item is created or an existing attachable item is modified
All AttachablesRetrieves the details of all attachable item that has been created
New BillTriggers when a new bill is created
New or Updated BillTriggers when a new bill is created or an existing bill is modified
All BillsRetrieves the details of all bills that has been created
New Bill PaymentTriggers when a new bill payment is created
New or Updated Bill PaymentTriggers when a new bill payment is created or an existing bill payment is modified
All Bill PaymentsRetrieves the details of all bill payments that has been created
New BudgetTriggers when a new budget is set up in the user's company file
New or Updated BudgetTriggers when a new budget is created or an existing budget is modified in the user's company file
All BudgetsRetrieves the details of the current state of budgets already set up in the user's company file
New ClassTriggers when a new class is defined
New or Updated ClassTriggers when a new class is defined or an existing class is modified
All ClassesRetrieves the details of all class objects that has been created
New Company CurrencyTriggers when a new company currency is created
New or Updated Company CurrencyTriggers when a new company currency is created or an existing company currency is modified
All Company CurrenciesRetrieves the details of all company currency objects that has been created
New Credit MemoTriggers when a new credit memo is created
New or Updated Credit MemoTriggers when a new credit memo is created or an existing credit memo is modified
All Credit MemosRetrieves the details of all credit memos that has been created

New Customer

Triggers when a new customer is added

New or Updated Customer

Triggers when a new customer is added or an existing customer is modified

 All CustomersRetrieves the details of all customer objects that has been created

New Department

Triggers when a new department is created

New or Updated Department

Triggers when a new department is created or an existing department is modified

All DepartmentsRetrieves the details of all department objects that has been created
New DepositTriggers when a new deposit is created
New or Updated DepositTriggers when a new deposit is created or an existing deposit is modified
All DepositsRetrieves the details of all deposit objects that has been created
New EmployeeTriggers when a new employee is created
New or Updated EmployeeTriggers when a new employee is created or an existing employee is modified
All EmployeesRetrieves the details of all employees objects that has been created
New EstimateTriggers when a new estimate is created
New or Updated EstimateTriggers when a new estimate is created or an existing estimate is modified
All EstimatesRetrieves the details of all estimates that has been created
New Exchange RateTriggers when a new exchange rate is created
New or Updated Exchange RateTriggers when a new exchange rate is created or an existing exchange rate is modified
All Exchange RatesRetrieves the details of all exchange rates for the specified currency code and as of date combination
New InvoiceTriggers when a new invoice is created
New or Updated InvoiceTriggers when a new invoice is created or an existing invoice is modified
All InvoicesRetrieves the details of all invoices that has been created
New ItemTriggers when a new item is created
New or Updated ItemTriggers when a new item is created or an existing item is modified
All ItemsRetrieves the details of all item objects that has been created
New Journal CodeTriggers when a new journal code is created. This is applicable only for France locale companies (FR locale)
New or Updated Journal CodeTriggers when a new journal code is created or an existing journal code is modified. This is applicable only for France locale companies (FR locale)
All Journal CodesRetrieves the details of all journal code objects that has been created. This is applicable only for France locale companies (FR locale)
New Journal EntryTriggers when a new journal entry is created
New or Updated Journal EntryTriggers when a new journal entry is created or an existing journal entry is modified
All Journal EntriesRetrieves the details of all journal entries that has been created
New PaymentTriggers when a new payment is created
New or Updated PaymentTriggers when a new payment is created or an existing payment is modified
All PaymentsRetrieves the details of all payments that has been created
New Payment MethodTriggers when a new payment method is created
New or Updated Payment MethodTriggers when a new payment method is created or an existing payment method is modified
All Payment MethodsRetrieves the details of all payment method objects that has been created
New PurchaseTriggers when a new purchase is made
New or Updated PurchaseTriggers when a new purchase is created or an existing purchase is modified
All PurchasesRetrieves the details of all purchase objects that has been created
New Purchase OrderTriggers when a new purchase order is created
New or Updated Purchase OrderTriggers when a new purchase order is created or an existing purchase order is modified
All Purchase OrdersRetrieves the details of all purchase order objects that has been created
New Refund ReceiptTriggers when a new refund receipt is created
New or Updated Refund ReceiptTriggers when a new refund receipt is created or an existing refund receipt is modified
All Refund ReceiptsRetrieves the details of all refund receipts that has been created
New Sales ReceiptTriggers when a new sales receipt is created
New or Updated Sales ReceiptTriggers when a new sales receipt is created or an existing sales receipt is modified
All Sales ReceiptsRetrieves the details of all sales receipt objects that has been created
New Tax AgencyTriggers when a new tax agency is created
New or Updated Tax AgencyTriggers when a new tax agency is created or an existing tax agency is modified
All Tax AgenciesRetrieves the details of all tax agency objects that has been created
New Tax CodeTriggers when a new tax code is created
New or Updated Tax CodeTriggers when a new tax code is created or an existing tax code is modified
All Tax CodesRetrieves the details of all tax code objects that has been created
New Tax RateTriggers when a new tax rate is created
New or Updated Tax RateTriggers when a new tax rate is created or an existing tax rate is modified
All Tax RatesRetrieves the details of all tax rate objects that has been created
New TermTriggers when a new term is created
New or Updated TermTriggers when a new term is created or an existing term is modified
All TermsRetrieves the details of all term objects that has been created
New Time ActivityTriggers when a new time activity is created
New or Updated Time ActivityTriggers when a new time activity is created or an existing time activity is modified
All Time ActivitiesRetrieves the details of all time activity objects that has been created
New TransferTriggers when a new transfer is made
New or Updated TransferTriggers when a new transfer is made or an existing transfer is modified
All TransfersRetrieves the details of all transfer objects that has been created
New VendorTriggers when a new vendor is created
New or Updated VendorTriggers when a new vendor is created or an existing vendor is modified
All VendorsRetrieves the details of all vendor objects that has been created

New Vendor Credit

Triggers when a new vendor credit is created

New or Updated Vendor Credit

Triggers when a new vendor credit is created or an existing vendor credit is modified

All Vendor Credits

Retrieves the details of all vendor credit objects that has been created

Actions

An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) application, you find an Action drop-down list. 

When QuickBooks is the destination application, the following actions are available: 

Create Account

Creates a new account.

Update Account (Full)Updates an existing account. Only elements specified in the request are updated. Missing elements are set to NULL.

Add Attachment

Adds an attachment to an entity.

Update Attachable (Full)Updates an existing attachable. Only elements specified in the request are updated. Missing elements are set to NULL.
Delete AttachableDeletes the attachable object specified in the request body.

Create Bill

Creates a new bill.

Update Bill (Full)Updates an existing bill. Only elements specified in the request are updated. Missing elements are set to NULL.
Delete BillDeletes the bill object specified in the request body.

Create Bill Payment

Creates a new bill payment.

Update Bill Payment (Full)Updates an existing bill payment. Only elements specified in the request are updated. Missing elements are set to NULL.
Delete Bill PaymentDeletes the bill payment object specified in the request body.
Create ClassCreates a new class.
Update Class (Full)Updates an existing class. Only elements specified in the request are updated. Missing elements are set to NULL.

Create Company Currency

Creates a new company currency.

Update Company Currency (Full)Updates an existing company currency. Only elements specified in the request are updated. Missing elements are set to NULL.
Delete Company CurrencyDeletes the company currency object specified in the request body.

Create Credit Memo

Creates a new credit memo.

Update Credit Memo (Full)Updates an existing credit memo. Only elements specified in the request are updated. Missing elements are set to NULL.
Delete Credit MemoDeletes the credit memo object specified in the request body.
Create CustomerCreates a new customer.
Update Customer (Partial)Updates an existing customer. Only elements specified in the request are updated.
Update Customer (Full)Updates an existing customer. Only elements specified in the request are updated. Missing elements are set to NULL.
Create DepartmentCreates a new department.
Update Department (Full)Updates an existing department. Only elements specified in the request are updated. Missing elements are set to NULL.
Create DepositCreates a new deposit.
Update Deposit (Partial)Updates an existing deposit. Only elements specified in the request are updated.
Update Deposit (Full)Updates an existing deposit. Only elements specified in the request are updated. Missing elements are set to NULL.
Delete DepositDeletes the deposited object specified in the request body.
Create EmployeeCreates a new employee.
Update Employee (Full)Updates an existing employee. Only elements specified in the request are updated. Missing elements are set to NULL.
Create EstimateCreates a new estimate.
Update Estimate (Partial)Updates an existing estimate. Only elements specified in the request are updated.
Update Estimate (Full)Updates an existing estimate. Only elements specified in the request are updated. Missing elements are set to NULL.
Delete EstimateDeletes the estimated object specified in the request body.
Update Exchange Rate(Full)Updates an existing exchange rate. Only elements specified in the request are updated. Missing elements are set to NULL.
Create InvoiceCreates a new invoice.
Update Invoice (Partial)Updates an existing invoice. Only elements specified in the request are updated.
Update Invoice (Full)Updates an existing invoice. Only elements specified in the request are updated. Missing elements are set to NULL.
Delete InvoiceDeletes the invoice object specified in the request body.
Create ItemCreates a new item.
Update Item (Full)Updates an existing item. Only elements specified in the request are updated. Missing elements are set to NULL.
Create Journal CodeCreates a new journal code.
Update Journal Code (Full)Updates an existing journal code. Only elements specified in the request are updated. Missing elements are set to NULL. This is applicable only for France-locale companies (FR locale).
Create Journal EntryCreates a new journal entry.
Update Journal Entry (Partial)Updates an existing journal entry. Only elements specified in the request are updated.
Update Journal Entry (Full)Updates an existing journal entry. Only elements specified in the request are updated. Missing elements are set to NULL.
Delete Journal EntryDeletes the journal entry object specified in the request body.
Create PaymentCreates a new payment.
Update Payment (Full)Updates an existing payment. Only elements specified in the request are updated. Missing elements are set to NULL.
Delete PaymentDeletes the payment object specified in the request body.
Create Payment MethodCreates a new payment method.
Update Payment Method (Full)Updates an existing payment method. Only elements specified in the request are updated. Missing elements are set to NULL.
Create PurchaseCreates a new purchase.
Update Purchase (Full)Updates an existing purchase. Only elements specified in the request are updated. Missing elements are set to NULL.
Delete PurchaseDeletes the purchase object specified in the request body.
Create Purchase OrderCreates a new purchase order.
Update Purchase Order (Full)Updates an existing purchase order. Only elements specified in the request are updated. Missing elements are set to NULL.
Delete Purchase OrderDeletes the purchase order object specified in the request body.
Create Refund ReceiptCreates a new refund receipt.
Update Refund Receipt (Partial)Updates an existing refund receipt. Only elements specified in the request are updated.
Update Refund Receipt (Full)Updates an existing refund receipt. Only elements specified in the request are updated. Missing elements are set to NULL.
Delete Refund ReceiptDeletes the refund receipt object specified in the request body.
Create Sales ReceiptCreates a new sales receipt.
Update Sales Receipt (Partial)Updates an existing sales receipt. Only elements specified in the request are updated.
Update Sales Receipt (Full)Updates an existing sales receipt. Only elements specified in the request are updated. Missing elements are set to NULL.
Delete Sales ReceiptDeletes the sales receipt object specified in the request body.
Create Tax AgencyCreates a new tax agency.
Create Tax ServiceCreates a new tax service.
Create TermCreates a new term.
Update Term (Full)Updates an existing term. Only elements specified in the request are updated. Missing elements are set to NULL.
Create Time ActivityCreates a new time activity.
Update Time Activity (Full)Updates an existing time activity. Only elements specified in the request are updated. Missing elements are set to NULL.
Delete Time ActivityDeletes the time activity object specified in the request body.
Create TransferCreates a new transfer
Update Transfer (Partial)Updates an existing transfer. Only elements specified in the request are updated.
Update Transfer (Full)Updates an existing transfer. Only elements specified in the request are updated. Missing elements are set to NULL.
Delete TransferDeletes the transfer object specified in the request body.
Create VendorCreates a new vendor
Update Vendor (Full)Updates an existing vendor. Only elements specified in the request are updated. Missing elements are set to NULL.
Create Vendor CreditCreates a new vendor credit.
Update Vendor Credit (Full)Updates an existing vendor credit. Only elements specified in the request are updated. Missing elements are set to NULL.
Delete Vendor CreditDeletes the vendor credit object specified in the request body.

Action Name

Description

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