Klips: Creating QuickBooks Online data sources

Visualize, discover, and act on your data with Klips and Klip dashboards.

Ready to get the most from your QuickBooks financial data? Get started by setting up a connection between Klipfolio and your QuickBooks data and adding some data sources.

When you're finished adding QuickBooks data sources, you'll use them to power your custom Klips.

This article includes:

• Connecting Klipfolio to your QuickBooks data
  • Finding your QuickBooks Company ID
• Adding a QuickBooks pre-built data source
• Adding a QuickBooks custom data source
  • Custom building: About APIs and queries
• Creating QuickBooks custom Klips

Note: This article refers to connecting to and building data sources with QuickBooks Online (not QuickBooks Desktop).

Connecting Klipfolio to your QuickBooks data

The first step in creating a QuickBooks data source is to connect Klipfolio to your data.

Here are a couple things to note:

Your data is safe with us. The first time you connect your QuickBooks data to Klipfolio, you'll be prompted to sign in to QuickBooks and give permission to allow Klipfolio to securely access data within your QuickBooks account. We are serious about protecting your data privacy.

Managing your connections. By default, your connection name looks like this: yourname@QuickBooks <date and time created>. You can modify the default connection name when you create a new connection or from your list of connections, accessed by clicking your Account Name (located at the bottom of the left navigation sidebar) and selecting Account > Connected Accounts or by clicking the button in the left navigation sidebar and selecting Connections. You can use the same account connection every time you connect to QuickBooks. If you have trouble accessing an existing connection, your OAuth token may have expired. If that happens to you, check out these troubleshooting tips.

How do I find my QuickBooks Company ID?

When you add a pre-built or custom QuickBooks data source you may be prompted to enter your QuickBooks Company ID.

There are two types of QuickBooks Company IDs:

• If the last three characters of your Company ID contain letters, copy everything except the last three characters. Paste it into Klipfolio and remove spaces.
• If your Company ID contains only numbers, copy the entire ID. Paste it into Klipfolio and remove spaces.

To find your QuickBooks Company ID:

1. Log in to QuickBooks.
2. Select one of your QuickBooks Companies.
3. From your chosen company's QuickBooks homepage, click the gear icon at the top right, then select Account and Settings (or Company Settings if applicable).
4. Select Billing and Subscription. The Company ID will be in green at the top of the section.

Adding a QuickBooks pre-built data source

Our pre-built data sources focus on the most sought-after QuickBooks data. Either use them as complete solutions or as starting points for custom building.

To add a QuickBooks pre-built data source:

1. In the left navigation sidebar, click the 3-dot menu beside Data Sources and select +New data source.
   If you don’t see this option, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources > +New data source.
2. On the Where is your data? page, select QuickBooks.
3. Select a pre-built data source from the left section of the Choose a pre-built or custom connection page.
4. If this is your first time connecting to QuickBooks:
   • Click Connect an account. Enter your QuickBooks login credentials and click Next. If prompted, click Allow Access to enable Klipfolio to securely access your QuickBooks data. Click Continue.
5. If you've connected with QuickBooks before:
   • Select an existing connection from the drop-down list and click Continue or, if you want to connect to a different account, select +Connect New Account from the drop-down list (or click Connect to QuickBooks) and follow the procedure above.
6. On the Configure your data source page, if the field next to Company ID is empty, enter your Company ID.
7. Click Get data or, if you want to modify the pre-built data request, click Switch to Custom settings.
   Note: If you switch back to the Basic settings page after making changes in the Custom settings page, your changes will not be saved.
8. Ensure this is the data you’re looking for and, optionally, select the checkbox to Model your data.  Learn more about modelling your data source. Note: QuickBooks returns JSON formatted data. Learn how to model JSON data.
9. Click Continue.
10. Name, choose refresh settings, and, optionally, share your data source.
    Note: You can set QuickBooks data sources to refresh every 4, 12, or 24 hours.
11. Click Save.

If you clicked Switch to Custom settings:

1. On the Configure your data source page, modify the Query URL to get the data you want. You can use the existing information in the Query URL text box as a base. It was auto-filled based on the pre-built data source you selected on the Choose a pre-built or custom connection page.
2. Click Get data.
3. Ensure this is the data you’re looking for and, optionally, select the checkbox to Model your data.  Learn more about modelling your data source. Note: QuickBooks returns JSON formatted data. Learn how to model JSON data.
4. Click Continue.
5. Name, choose refresh settings, and, optionally, share your data source.
   Note: You can set QuickBooks data sources to refresh every 4, 12, or 24 hours.
6. Click Save.

The data source is added to your account and is ready to use for custom Klips. You can see all your data sources in your Data Source Library, accessed by clicking Data Sources in the left navigation sidebar.

Adding a QuickBooks custom data source

Need a unique set of data? When our pre-built data sources don't include exactly what you're looking for, create your own custom data source. You can either use a pre-built data source query as a base or write your own queries from scratch.

To add a QuickBooks custom data source:

1. In the left navigation sidebar, click the 3-dot menu beside Data Sources and select +New data source.
   If you don’t see this option, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources > +New data source.
2. On the Where is your data? page, select QuickBooks.
3. On the Choose a pre-built or custom connection page, click Create a custom QuickBooks data source.
4. If this is your first time connecting to QuickBooks:
   • Click Connect an account. Enter your QuickBooks login credentials and click Next. If prompted, click Allow Access to enable Klipfolio to securely access your QuickBooks data. Click Continue.
5. If you've connected with QuickBooks before:
   • Select an existing connection from the drop-down list and click Continue or, if you want to connect to a different account, select +Connect New Account from the drop-down list (or click Connect to QuickBooks) and follow the procedure above.
6. On the Configure your data source page, adjust the Query URL information to replace any generic placeholder query information with your own. For example, replace companyID with your own Company ID.
7. Edit the Query URL to return the data you need. Refer to the QuickBooks API documentation for details.
8. Click Get data.
9. Ensure this is the data you’re looking for and, optionally, select the checkbox to Model your data. Learn more about modelling your data source. Note: QuickBooks returns JSON formatted data. Learn how to model JSON data.
10. Click Continue.
11. Name, choose refresh settings, and, optionally, share your data source.
    Note: You can set QuickBooks data sources to refresh every 4, 12, or 24 hours.
12. Click Save.

The data source is added to your account and is ready to use for custom Klips. You can see all your data sources in your Data Source Library, accessed by clicking Data Sources in the left navigation sidebar.

Custom building: About APIs and queries

Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn your service’s API to create queries for the data you want, your possibilities are endless. Here’s a quick overview video on APIs and Klipfolio:

Klipfolio API's 101

If you need help using APIs, ask a data analyst or developer.

Use the QuickBooks API documentation and explorer to discover data requests and to build and test your queries before you use them to bring data into Klipfolio.

See the reference table below for API related information and sample queries.

Creating QuickBooks custom Klips

Now that you've created a QuickBooks data source, you can return to it and use it to make custom Klips. A single data source can be used to create a single or multiple custom Klips.

To create a QuickBooks custom Klip:

1. In the left navigation sidebar, click Data Sources to open your Data Source Library.
2. Select the QuickBooks data source you want to use for your custom Klip.
3. On its details page, click Create a Klip.
4. In the Klip Editor, configure your custom Klip.
   If you need help, go to this article. (You can skip the “Choose the data source” step in the linked article. You’ve already chosen it.) You'll also find lots of articles on working with Klips in this section of our Knowledge Base.
5. Click Save.
   Your new Klip is ready to add to a dashboard. Learn about dashboards.

Note: You can also add QuickBooks pre-built Klips. You'll find them in the Klip Gallery or, if you're a White-Label customer, in the Integration Gallery. Go to this article for detailed instructions on adding pre-built QuickBooks Klips to your dashboards.

Want to learn more?

Check out these related articles:

• How to work with QuickBooks data - a Community Post
• Klips: Introduction to data sources
• Klips: About JSON and XML data sources
• Klips: Guide to REST API data sources