Kloudio's QuickBooks integration allows users to easily create reports from QuickBooks file data.
The following article will help you get started:
Step 1 : Go to Kloudio Dataflows and Click on Add a Flow button to create a New Data Flow.
Step 2: Select the Required Data Warehouse and Click on Next button.
Note: On selecting Use Kloudio's Data warehouse check box, Kloudio’s Default Data Warehouse gets selected.
Step 3: Select QuickBooks from the Data Sources List.
Step 4: On Selecting the Data Source, Corresponding Popup window is displayed, Enter the following details:
Connection Name : Enter the appropriate name of the Connection
Schema Name : Enter the Desired Schema Name (Schema Name can only contain lowercase letters, numbers and underscores, and cannot begin with a number)
Frequency : Select the desired frequency for the sync to be initiated and Click on Continue button.
Click on the I Understand button to navigate to the authorization page.
Step 6: On Redirecting to Dashboard page for Authorization, Click on Authorize button and authenticate with valid credentials. Then click on SAVE & TEST button
Step 7: Once all the connection tests are passed, You will be redirected to the Data Flow List Screen, where Sync Job status “Success” gets displayed on successful sync.