QuickBooks

QuickBooks is an accounting software package developed by Intuit.

Bruin supports QuickBooks as a source for Ingestr assets, so you can ingest data from QuickBooks into your data warehouse.

To connect to QuickBooks you must add a configuration item to the .bruin.yml file and the asset file. You will need company_id, client_id, client_secret and refresh_token.

Follow the steps below to correctly set up QuickBooks as a data source and run ingestion.

Configuration

Step 1: Add a connection to .bruin.yml file

Add the connection configuration to the connections section of .bruin.yml:

connections:
  quickbooks:
    - name: "quickbooks"
      company_id: "123456"
      client_id: "cid"
      client_secret: "csecret"
      refresh_token: "rtoken"
      environment: production

• company_id: The QuickBooks company (realm) id.
• client_id: OAuth client id from your Intuit application.
• client_secret: OAuth client secret.
• refresh_token: OAuth refresh token used to obtain access tokens.
• environment: Optional environment name, either production or sandbox. Defaults to production.

Step 2: Create an asset file for data ingestion

Create an asset configuration file to define the data flow:

name: public.quickbooks_customers
type: ingestr

parameters:
  source_connection: quickbooks
  source_table: 'customers'

  destination: postgres

• source_connection: name of the QuickBooks connection defined in .bruin.yml.
• source_table: QuickBooks table to ingest.
• destination: The destination platform/type, for example postgres.

Available Source Tables

Table	PK	Inc Key	Inc Strategy	Details
customers	id	lastupdatedtime	merge	Retrieves list of customers.
invoices	id	lastupdatedtime	merge	Retrieves sales invoices.
accounts	id	lastupdatedtime	merge	Retrieves details of accounts.
vendors	id	lastupdatedtime	merge	Retrieves vendor records.
payments	id	lastupdatedtime	merge	Retrieves payments recorded.
purchases	id	lastupdatedtime	merge	Retrieves expense transactions such as cash expenses, checks and credit card charges.
bills	id	lastupdatedtime	merge	Retrieves vendor bills.

Step 3: Run asset to ingest data

bruin run assets/quickbooks_asset.yml

Executing this command ingests data from QuickBooks into your Postgres database.