What is QuickBooks?
QuickBooks is an accounting software package developed and marketed by Intuit. First introduced in 1983, QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud-based versions that accept business payments, manage and pay bills, and payroll functions.
Step 1: Login to SageData
Go to SageData Login page and log into your account.
Step 2: Find QuickBooks Integration
Navigate to Integrations and look for QuickBooks using the search bar. Click on the icon.
Step 3: Connect to QuickBooks
You will be redirected to QuickBooks’ login page, where you will have to enter your account details. Once you have successfully logged in, you will have to authorize SageData to access your data.
Step 4: Select objects to replicate
In this step, you will be asked to select the tables and columns you want to replicate. You can select between:
- Individual tables and columns
- All tables and columns
Individual tables and columns
Once you have connected SageData to QuickBooks, you will see the list with of all available tables from which you can replicate data. You can select each table individually by clicking on the checkbox. Furthermore, you can choose which table fields you want to replicate.
Note: Each table has preselected fields, that are mandatory for each table and has to be replicated.
Step 5: Select Data Destination and integration name
Select the destination warehouse for your replicated data. In the dropdown, you will see all available destination warehouses to which your SageData account is connected. After that, enter a name for the integration. This is the name that will display on the SageData Dashboard for the integration; it’ll also be used to create the schema in your destination.
Step 6: Define the historical replication start date
The Sync Historical Data setting defines the starting date for your QuickBooks integration. If you change the Start date here, it will re-trigger the history load. You can use integration default (last 5 days), or define a timeframe of the replication.
Step 7: Create a replication schedule
Note: Replication scheduling defines the time replication begins, not the time to data loaded. Refer to the Replication Scheduling documentation for more information.
An integration’s replication schedule affects how often SageData will run a replication job, and the time that job begins. SageData is offering a few methods for creating your replication schedule:
Step 8: Run DBT Cloud Job (optional)
You can decide if you want to run a dbt* cloud job after sync. In order to do that, you will have to Link dbt cloud account first.
*dbt (data build tool) is a development environment that enables data analysts and data engineers to transform data by simply writing select statements. dbt handles turning these select statements into tables and views.
After selecting ‘Save’, you will be redirected back to the list of all your integrations. There you will see your newly created integration. The integration can have a couple of statuses:
- Scheduled – integration has been scheduled and is currently queued
- Running – your integration has been triggered and executing the action
- Success – integration was completed successfully, and data has been imported
After seeing the status success, your data has been imported. Log in to your data warehouse using the preferred client and you will see the newly created tables.