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Finance and billing · data connector

Automated QuickBooks reports, delivered on schedule

Rahoto connects to QuickBooks through Intuit sign-in with the accounting scope, to a production company by default or to a sandbox company. It reads six objects: invoices, customers, accounts, payments, vendors and bills.

Connect QuickBooks Read connection guidance

What Rahoto reads

Six QuickBooks objects

Each object comes with the fields Rahoto reads by default, listed here exactly as it requests them.

What Rahoto reads from QuickBooks, with the fields it requests
Object Fields
Invoices

Id , DocNumber , TotalAmt , Balance , DueDate , TxnDate , CustomerRef , Line

Customers

Id , DisplayName , CompanyName , PrimaryEmailAddr , PrimaryPhone , Balance , Active

Accounts

Id , Name , AccountType , AccountSubType , CurrentBalance , Active

Payments

Id , TotalAmt , TxnDate , CustomerRef , PaymentMethodRef , DepositToAccountRef

Vendors

Id , DisplayName , CompanyName , PrimaryEmailAddr , PrimaryPhone , Balance , Active

Bills

Id , DocNumber , TotalAmt , Balance , DueDate , TxnDate , VendorRef

How you connect

What you need before connecting

Sign-in
Intuit sign-in (OAuth)
Access requested

com.intuit.quickbooks.accounting

You provide
  • Whether the company is a sandbox company (optional)
Defaults
  • Company: a production company

Connectors read from your sources and are read-only by default. See the connection guidance for the steps.

How it refreshes

Refreshed on your schedule

Refresh mode: Snapshot.

  • On each scheduled run Rahoto takes a fresh snapshot of the data and rebuilds the report from it.
  • You can preview the data before you bind it to the page.
  • Before an issue goes out, Rahoto checks the pages and notices when a source changed shape.
  • QuickBooks limits how fast its API can be read, and Rahoto paces its requests to stay within that limit.

Where the report goes

Delivered where your readers already work

Slack
thread or channel
Teams
channel post
Email
inline or attached
Web
viewer or embed
Webhook
your endpoint
S3
bucket drop
Drive
shared folder
SFTP
your server

Web publishing is on every plan; the other seven channels come with every paid plan. PDF, PowerPoint and PNG travel on any of them.

An example report

Monthly finance pack

The first working day of each month, built from QuickBooks.

  1. A cover with the month and the entity it covers
  2. Invoices issued and paid in the month, as a chart and a table
  3. A table of open invoices by due date
  4. Customer balances, largest first
  5. A page of notes for the board or the finance lead

The structure of a report, with no figures shown. You design the pages; Rahoto binds them to the data and sends them on schedule. See finished examples in the sample gallery.

Connect QuickBooks and set the schedule

Bind it into the document, check a run, and choose where it goes.

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