QuickBooks integration

Easily import, refresh, and report on 16 automatically-connected tables of QuickBooks data in your Knack app for flexible financial management

What is QuickBooks?

QuickBooks Online (QBO) is a leading cloud-based accounting software that allows small and medium-sized businesses to manage their finances and accounting easily. It provides a range of features, such as invoicing, expense tracking, financial reporting, and tax preparation.

Why integrate QuickBooks data with my Knack app?

With the Knack and QuickBooks integration, you can easily import and sync your QuickBooks data into a Knack app, connect other Knack tables/fields to the QuickBooks data, and build customized charts/reports based on this data, all to help you with tasks like:

• Customized Client Portals and Dashboards: Integrating QuickBooks data into a Knack app enables your business to create customized client portals and dashboards. This lets you provide your clients with secure access to their financial information, such as invoices, payment history, and financial reports, improving transparency and strengthening client relationships.

• Enhanced Reporting and Analytics: Knack's reporting and analytics capabilities, combined with QuickBooks data, give your business a comprehensive view of its financial performance. By consolidating financial data from QuickBooks into a Knack app, you can create custom dashboards and reports, enabling you to gain key insights into your financial health and make informed decisions.

• Automated Workflows and Notifications: Integrate QuickBooks data with Knack to set up automated workflows and notifications. For example, you can automate the process of sending customized payment reminders to clients, updating inventory levels, or generating financial reports at regular intervals, improving operational efficiency and reducing the likelihood of oversights.

How can I connect my QuickBooks account to Knack?

Easily connect your Knack app to QuickBooks with two steps:

Step 1: Configuration

Step 2: Import from QuickBooks into Knack

Step 1: Configuration

From the Settings tab, navigate to Integrations. Select Add Integration, and then select QuickBooks.

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Click Authorize QuickBooks

 

Enter your QBO credentials in the Sign-In modal.

Authorize the connection

 

Select the company to import data from (if you have more than one) and then click "Next".

We recommend only selecting one company per app at this time.

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The authentication to QuickBooks is now complete. 

 

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Step 2: Import from QuickBooks into Knack

Click Add New Table, then select From an Integration from the menu

After selecting Import, Knack starts building out tables and connections, then imports data.

There will be a notification when the process completes.

The integration will create up to 16 tables:

1. Suppliers (Vendors)

2. Ledger Accounts

3. Invoice Items

4. Bills

5. Bills Line Items

6. Customers

7. Credit Notes

8. Credit Notes Line Items

9. Journal Entries

10. Journal Entries Line Items

11. Invoices

12. Invoices Line Items

13. Payments

14. Payment Allocations

15. Tax Rates (if enabled in QBO)

16. Tax Rate Components (if enabled in QBO)

During the data import process into the various tables, the record counter will keep you informed about the import status at all times.

Notes:

• We've set up unique table connections based on the integration. You're welcome to add connections to tables that were not generated from the integration. If a table created from an integration is deleted, that will have critical consequences with the related data. If a table is deleted, the best practice would be to delete all tables and start over with the integration.
• All data pulled in from the integration is read-only. However, additional fields can be added to tables created from the integration. These additional fields are editable.
• The QuickBooks data refresh in Knack is comprehensive - when you click the "Refresh QuickBooks Data" button, it will synchronize all linked tables, not just the single table you are viewing. So if you have connections set up between QuickBooks and multiple Knack tables for customers, invoices, products etc., all tables will be updated with the latest data from QuickBooks during the refresh process. This ensures consistency and accuracy across linked tables, since changes in one area like new customers can impact other tables like invoices.
• Tables created from an integration will have the Import and Update actions disabled.
• If the import process is cancelled while it is in progress, this cancels the import for all tables. This may mean tables may not have a complete set of data. Please delete all tables that were created and start over. 
• Payments, Reports, Mileage, Estimates, and Payment Links are not supported with the integration at this time. 
• In the Invoice table, the "Billing Address" field will populate as a Short Text field in your Knack app since QuickBooks imports the business/customer name as well as the address.
• The "Vendors" data in QuickBooks will be imported into the Knack table named "Suppliers".
• Tax tables will be imported from QuickBooks, but not the 1099 filings.