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Welcome to Datagrid
Quickbooks

Quickbooks

Quickbooks

QuickBooks is a cloud based Enterprise Resource Planning (ERP) tool that centralizes data entry for accounting teams. Toric users can connect to Quickbooks to provide continuous and secure access to ERP data, and leverage the workspace for transformation and visualization.

With the Quickbooks connector, Toric users can:

  • Process, clean, and transform your sales data in a non-destructive way.
  • Blend your Quickbooks data with 50+ other sources including Procore, Autodesk Construction Cloud, P6, Navisworks, and more.
  • Reuse your data transformations for new versions and projects with reusable flows.
  • Create interactive dashboards and visuals using your Quickbooks data.
  • Embed analytics into 3rd party tools like Sharepoint, Procore, or Notion for stakeholder access to insights.

Configuration guide

Use our Configuration Guide to configure your Quickbooks connector in Toric.

Setup time: 30 seconds

Requirements:

  • Quickbooks account
  • Toric Pro or Enterprise subscription
  • Web Browser (Safari, Chrome, Edge, Firefox)

Data Access

API
Accounts
Bill Payments
Bills
Customers
Employees
Jorunals
Vendors

Don't see endpoints you are looking for? We're always happy to make new endpoints available. Request an endpoint here!

Security and Permissions

Permission
Description
Required
Primary Admin
The primary admin is the main user who has access to every part of the QuickBooks account. They can manage all users and other admin tasks. By default, the primary admin is the person who initially set up the account. Read more on quickbooks.com.
Username and Password

Integration Capabilities Supported by the Connector

Toric connects through Quickbooks via APIs and we currently support data access to multiple endpoints including Accounts, Bills, and Customers. Please reference the above data access table for more information.

Toric supports Outreach local file import in the following formats:

  • CSV
  • XLS

Related articles

Questions?

W‍e're very happy to help answer any questions you may have. Contact support here or send us an email at customersuccess@toric.com.

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Diagrams and Flowcharts

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