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.
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.
|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
|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|