How to Integrate QuickBooks with Daton
This subtopic provides step-by-step instructions to create QuickBooks integrations in Daton, detailing the prerequisites, the integration process, and important notes.
How to Integrate QuickBooks with Daton
This subtopic provides step-by-step instructions to create QuickBooks integrations in Daton, detailing the prerequisites, the integration process, and important notes.
Pre-requisites
Before starting, ensure you have
- An active Daton and TikTok Business account.
Integrate Quickbooks with Daton
- Signin to Daton
- Select quickbooks from Integrations page
- Provide Integration Name Replication Frequency and History. Integration name would be used in creating tables for the integration and cannot be changed later
- Provide your quickbooks account email and Password.
- After providing the email and password it prompts for the company, select the company to authorize Daton to periodically extract data from quickbooks.
- Post successful authentication you will be prompted to choose from the list of available tables
- Then select all required fields for each table
- Submit the integration.
Workflow
- Integrations would be in Pending state initially and will be moved to Active state as soon as the first job loads data successfully on to the configured warehouse
- Users would be able to edit/pause/re-activate/delete integration anytime
- Users can view job status and process logs from the integration details page by clicking on the integration name from the active list
