Quickbooks Customers

Download all their QuickBooks customer data directly into Labii

Overview

The Labii QuickBooks Customers widget provides seamless integration for QuickBooks users, enabling them to download all their QuickBooks customer data directly into Labii. This widget also offers data synchronization, automatically updating existing customer information in Labii if it has already been imported. Additionally, it intelligently organizes the downloaded data by splitting it into two separate tables for improved data management: an “Accounts” table for company details and a “Contacts” table for individual contact information associated with each account. This streamlined approach saves time and enhances data accuracy for users managing financial data within Labii.

The purpose of this widget is to address the challenge that users cannot directly export Customer IDs from QuickBooks. As a result, transferring data from QuickBooks to Labii or other systems can be time-consuming and cumbersome. This widget simplifies the process by allowing users to seamlessly load all necessary data into Labii with just one click, eliminating the hassle of manual downloads.

Use case

• Download all Quickbooks Customers.

Configuration

The following information is required to specify where the customer 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.

• Account Information

  • Account Table - Select the table that stores the accounts.

  • Account: QuickBooks Customer ID Column - Select the column that stores the QuickBooks Customer ID.

  • Account: QuickBooks Sync Token Column - Select the column that stores the QuickBooks Sync Token.

  • Account: Billing Address Column - Select the column that stores the billing address.

  • Account: Shipping Address Column - Select the column that stores the shipping address.

  • Account: Point of Contact Column - Select the column that stores the contact information.

• Contact Information

  • Contact Table - Select the table that stores the contacts.

  • Contact: Account Column - Select the column that stores the account information.

  • Contact: Title Column - Select the column that stores the title.

  • Contact: Email Column - Select the column that stores the email address.

  • Contact: Office Phone Column - Select the column that stores the office phone number.

  • Contact: Cell Phone Column - Select the column that stores the cell phone number.

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 customer record is already present in the system, it will be updated.