Collecting data from Quickbooks

This guide explains how to collect data from Quickbooks. To learn how to collect data from a different data source, go back to the Available data sources in Adverity overview.

  • Quickbooks can collect a maximum of 1 million rows per single report. To fetch more data than this, split your fetch into smaller date ranges in the Initial Fetch step of creating a datastream.

Creating a datastream to collect data from Quickbooks

The basics of creating a datastream to collect data from any data source are explained in our guide to Creating a datastream. This guide contains information about the specific steps to create a datastream to fetch data from Quickbooks.

Configuration: Choose the data you want to collect from Quickbooks

To choose what data to collect and customize the Quickbooks datastream configuration, follow these steps:

  1. (Optional) Rename your datastream.

  1. In Report type, select the type of data to collect from Quickbooks.

  1. In Accounting method, select the accounting method you want to use when collecting data.

  2. (Optional) Select the Include totals checkbox to include a total row for each line item in the data you collect.

What's next?