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:

• What you should know about connecting 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
• I've added QuickBooks Pages data sources - What's next?

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

Connecting to your QuickBooks data

Here are a couple things to note about connecting Klipfolio to your QuickBooks data:

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 and reuse 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. Click the + beside Data Sources in the left navigation sidebar.

If you don’t see the option above, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources > Create a 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 have 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.
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.
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. Click the + beside Data Sources in the left navigation sidebar.

If you don’t see the option above, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources > Create a 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 have 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.
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

Want to learn more about custom building? This section is for you. 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.

API Documentation	QuickBooks API documentation and explorer
Authentication Method	OAuth Token Authentication
Response Format	JSON
API Limits and Notes	By default, QuickBooks returns a maximum of 100 records per query. To retrieve more records, set the maxResults parameter to 1000 or, to retrieve more than 1000 records, pagination is required.
Date Format	Example date format: start_date=yyyy-MM-dd end_date=yyyy-MM-dd
Sample Query	Profit and Loss https://quickbooks.api.intuit.com/v3/company/companyID/reports/ProfitAndLoss

Next steps

Great! You've connected to your QuickBooks data and created one (or more) data sources. Now you're ready to use those data sources in custom Klips.

• Up next - Build Klips and dashboards

Want to learn more?

Check out these related articles:

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