Quickbooks Accounts

Downloading all accounts from QuickBooks and saving them as a chart of accounts within the Labii platform

Overview

The Labii QuickBooks Accounts widget allows users to seamlessly integrate their QuickBooks accounts data into Labii by downloading all accounts from QuickBooks and saving them as a chart of accounts within the Labii platform. This widget simplifies the process of synchronizing financial data, enabling users to maintain consistent and organized accounting records directly in Labii, enhancing data accessibility and streamlining financial management.

Use case

• Download all Quickbooks Accounts.

Configuration

The following information is required to specify where the account data should be stored by the widget.

• Authorization Information

  • Realm ID - The realm ID is a unique identifier for your QuickBooks Online company.

  • Refresh Token

  • Is Sandbox - Select if you are using the QuickBooks Online sandbox environment.

• Projects Information

  • Projects - Select the projects to be assigned to the accounts and contacts.

• Chart of Accounts Information

  • Chart of Accounts Table - Select the table that stores the chart of accounts.

  • Quickbooks Account ID Column - Select the column that stores the Quickbooks account ID.

  • Quickbooks Sync Token Column - Select the column that stores the Quickbooks sync token.

  • Parent Column - Select the column that stores the parent account.

  • Account Number Column - Select the column that stores the account number.

  • Currency Column - Select the column that stores the currency.

  • Classification Column - Select the column that stores the classification.

  • Account Type Column - Select the column that stores the account type.

  • Account Sub Type Column - Select the column that stores the account sub type.

Interface

The widget's interface is straightforward, featuring a simple "Start Download" button.

Download

After all information is provided in the configuration. Click the Start Download button to start downloading data from Quickbooks. If account record is already present in the system, it will be updated.