To natively export transaction data for QuickBooks® as part of a chain, such as to use in an array of cloud and on-premise technologies, add a step with a QuickBooks connection command.
Connection Properties
To enable these commands, an IT admin first creates a QuickBooks connection and configures its credentials and properties. A QuickBooks® connection interacts with QuickBooks Online via the published REST API, and doesn't require anything specialized except connectivity to the service.
| Input | Detail |
| Client ID | Enter the OAuth client ID for QuickBooks |
| Client Secret | Enter the OAuth client secret for QuickBooks |
| Access Token | Enter the OAuth access token for QuickBooks |
| Refresh Token | Enter the OAuth refresh token for QuickBooks |
Note: All sensitive credentials are automatically encrypted and stored at 2,048-bit encryption.
Export to CSV
Exports a report from QuickBooks Online to a comma-separated values (CSV) file
Inputs
| Input | Detail |
| Company ID | Enter the QuickBooks Online company ID |
| Output File | Enter the name of the output CSV file |
| Report Type | Select the type of report to export |
| Display Columns By | Select the column display variable |
| Accounting Method | Select the accounting method |
| Period | Select the period of data to export |
Outputs
None
Exit Codes
| Code | Type | Detail |
| 0 | Success | Success |
| 1 | Error | Task failed |