# 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

{% hint style="warning" %}
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.
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## Quick start

{% hint style="success" %}
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.
{% endhint %}

## How to connect

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

{% stepper %}
{% step %}
In Coupler.io, create a new **data flow** and select **QuickBooks** (for entity data) or **QuickBooks Reports** (for financial reports) as the source.
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{% step %}
Click **Connect** and sign in with your Intuit/QuickBooks account.
{% endstep %}

{% step %}
Grant Coupler.io permission to **view your QuickBooks data**. Click **Allow**.
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{% step %}
**For QuickBooks (entities):** Select a **data entity** (e.g., Invoice, Customer, Bill).
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{% step %}
**For QuickBooks Reports:** Select a **report name** (e.g., Profit and Loss Summary, General Ledger Detail). Set the **report period**.
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Choose your **destination** and run the import.
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