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.

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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