QuickBooks

QuickBooks Online is Intuit's cloud-based accounting platform used by small and mid-sized businesses to manage invoices, expenses, payroll, and financial reporting. By connecting QuickBooks to Coupler.io, you can automatically export your accounting data to spreadsheets, BI tools, or databases — no manual CSV downloads required.

Coupler.io offers two QuickBooks data sources that cover different use cases:

Data source	What it does
QuickBooks	Pulls raw entity data — invoices, customers, bills, payments, vendors, and 25+ other data categories
QuickBooks Reports	Pulls pre-built financial reports — P&L, Balance Sheet, General Ledger, Transaction List, and 20+ others

Why connect QuickBooks to Coupler.io?

• Automate financial reporting — Schedule regular data refreshes so your spreadsheets and dashboards always reflect the latest accounting data.

• Build custom dashboards — Export P&L, Balance Sheet, or transaction data to Looker Studio, Power BI, or Google Sheets for visualization beyond what QuickBooks offers natively.

• Combine with other sources — Merge QuickBooks data with CRM, e-commerce, or advertising data for a full picture of business performance.

• Flexible destinations — Export to AI tools, Google Sheets, Excel, BigQuery, Looker Studio, Power BI, or other supported destinations.

Prerequisites

Before connecting, make sure you have:

• A QuickBooks Online account (Simple Start, Essentials, Plus, or Advanced)

• Admin or Accountant access to the company file you want to pull data from

• A Coupler.io account

Coupler.io connects to the QuickBooks Online API only. QuickBooks Desktop is not supported. If you use QuickBooks Desktop, you would need to migrate to QuickBooks Online first.

Quick start

Start with a Profit and Loss Summary report for This Fiscal Year, with Display columns by Month. This gives you a monthly revenue and expense breakdown that you can immediately visualize in Looker Studio or Google Sheets. Run it once to verify the connection, then set up a daily or weekly auto-refresh schedule.

How to connect

Both QuickBooks data sources use OAuth authentication — you sign in with your Intuit account directly.

1

In Coupler.io, create a new data flow and select QuickBooks (for entity data) or QuickBooks Reports (for financial reports) as the source.

2

Click Connect and sign in with your Intuit/QuickBooks account.

3

Grant Coupler.io permission to view your QuickBooks data. Click Allow.

4

For QuickBooks (entities): Select a data entity (e.g., Invoice, Customer, Bill).

5

For QuickBooks Reports: Select a report name (e.g., Profit and Loss Summary, General Ledger Detail). Set the report period.

6

Choose your destination and run the import.