QuickBooks

The Lyftron Provider for QuickBooks offers the most natural way to access QuickBooks data from Lyftron with ease and also enables to connect with BI, MDM & ML tools, Data warehouses, Databases and other SAAS based applications with zero code and zero infrastructure requirements. The provider wraps the complexity of accessing QuickBooks data into easy-to-integrate relational fully managed ANSI Sql format. Make faster and better business decisions with Lyftron’s QuickBooks data provider and automatically build your data migration pipelines in minutes, not months

The provider hides the complexity of accessing data and provides additional powerful security features, smart caching, batching, socket management, and more.

Key Features

• Comprehensive Delta load mechanism.
• Real-time access to QuickBooks.
• Comprehensive full support of ANSI Sql to query data with ease.
• Collaborative query processing.

Prerequisites

The user must have credentials for QuickBooks, Lyftron and your destination data warehouse, lake or database to perform the data pipeline operation with Lyftron

Establishing a Connection with Lyftron's Quickstart Steps

Create your QuickBooks connection with Lyftron by following the 5 easy steps show below:

Step1. Add your connection

Click on Connect section on the left panel →  Click on Add Connection button

Step2. Select your connector

In the connector selection panel, search and click QuickBooks for your connection 

Step3. Enter your connection details

In the Connection String section enter the values of the below parameters. The following connection string is required to establish QuickBooks connection with Lyftron.

'User=[your_user];Password=[your_password];URL=[your_url];'

Key	Value	Field
Connection Name	Enter your connection details	Required
user	YourQuickBooks user	Required
password	Your QuickBooks password	Required
URL	Your QuickBooks URL	Required
Logfile**	Use the logfile option to debug your job and provide your connection name to generate the log file.  [ConnectionConfigurationPath]\Connection_name_log.tx	Optional
Verbosity**	Choose verbosity 1-5 based on the severity of debugging	Optional

** For more information, check the Lyftron logging and debugging section.

If you want more detailed information about how to establish a connection with Lyftron, click on Lyftron Connection Quick Start guide.

Step4. Test your connection

Once you are done entering your connection details, simply click on the Test Connection button to test the connectivity. In case your connection fails, add Logfile and Verbosity parameters and check the Lyftron logging and debugging section, to debug the error.

 Step5. Save your connection

Hurray! Now you have successfully connected with the Lyftron QuickBooks connector and can utilize the connector to Extract, Warehouse, Analyze, Visualize and Share your data.

Data Model

The Lyftron Provider for QuickBooks models entities in the QuickBooks API as tables, views, and stored procedures. These are defined in schema files, which are simple, text-based configuration files.

API limitations and requirements are documented in this section; you can use the SupportEnhancedSQL feature, set by default, to circumvent most of these limitations.

Tables

The Lyftron Provider for QuickBooks models Item Listings in tables so that they can be easily queried, updated, and deleted. You can list items on your QuickBooks store by calling the AddItem stored procedure.

Views

Views are tables that cannot be modified. Typically, read-only data are shown as views.

Name	Type	Description
Accounts	Tables	Create, update, delete, and query QuickBooks Accounts. To update Accounts, set the QBXMLVersion to 6.0 or higher.
ARCreditCardRefunds	Tables	Query and Insert QuickBooks AR Credit Card Refund transactions.
BillExpenseItems	Tables	Create, update, delete, and query QuickBooks Bill Expense Line Items.
BillLineItems	Tables	Create, update, delete, and query QuickBooks Bill Line Items.
BillPaymentChecks	Tables	Create, update, delete, and query QuickBooks Bill Payment Checks. QBXMLVersion must be set to 6.0 or higher to update a BillPaymentCheck.
BillPaymentChecksAppliedTo	Tables	Create, update, delete, and query QuickBooks Bill Payment AppliedTo aggregates. In a Bill Payment, each AppliedTo aggregate represents the Bill transaction to which this part of the payment is being applied.
BillPaymentCreditCards	Tables	Create, update, delete, and query QuickBooks Bill Payments.
BillPaymentCreditCardsAppliedTo	Tables	Create, update, delete, and query QuickBooks Bill Payment AppliedTo aggregates. In a Bill Payment, each AppliedTo aggregate represents the Bill transaction to which this part of the payment is being applied.
Bills	Tables	Create, update, delete, and query QuickBooks Bills.
BuildAssemblies	Tables	Insert, Update, delete, and query QuickBooks Build Assembly transactions.
BuildAssemblyLineItems	Tables	Create and query QuickBooks Build Assembly transactions.
CheckExpenseItems	Tables	Create, update, delete, and query QuickBooks Check Expense Line Items.
CheckLineItems	Tables	Create, update, delete, and query QuickBooks Check Line Items.
Checks	Tables	Create, update, delete, and query QuickBooks Checks.
Class	Tables	Create, update, delete, and query QuickBooks Classes. QuickBooks requires QBXML version 8.0 or higher for updates to a Class.
CreditCardChargeExpenseItems	Tables	Create, update, delete, and query QuickBooks Credit Card Charge Expense Line Items.
CreditCardChargeLineItems	Tables	Create, update, delete, and query QuickBooks Credit Card Charge Line Items.
CreditCardCharges	Tables	Create, update, delete, and query QuickBooks Credit Card Charges.
CreditCardCreditExpenseItems	Tables	Create, update, delete, and query QuickBooks Credit Card Credit Expense Line Items.
CreditCardCreditLineItems	Tables	Create, update, delete, and query QuickBooks Credit Card Credit Line Items.
CreditCardCredits	Tables	Create, update, delete, and query QuickBooks Credit Card Credits.
CreditMemoLineItems	Tables	Create, update, delete, and query QuickBooks Credit Memo Line Items.
CreditMemos	Tables	Create, update, delete, and query QuickBooks Credit Memos.
Currency	Tables	Create, update, delete, and query QuickBooks Currencies. This table requires QBXML version 8.0 or higher, and you will need to enable multiple Currencies in your QuickBooks company file to use it.
CustomerContacts	Tables	Create, update, delete, and query QuickBooks Customer Contacts. This table requires QBXML version 12.0 or higher, and is only available in QuickBooks editions 2016 and above.
CustomerMessages	Tables	Create, delete, and query Customer Messages.
CustomerNotes	Tables	Create, update, and query QuickBooks Customer Notes. This table requires QBXML version 12.0 or higher.
Customers	Tables	Create, update, delete, and query QuickBooks Customers.
CustomerShippingAddresses	Tables	Create, update, delete, and query QuickBooks Customer Shipping Addresses. Multiple Customer Shipping Addresses are supported in only QuickBooks 2013 and higher. Additionally, this table requires QBXML version 12.0 or higher.
CustomerTypes	Tables	Create, update, delete, and query QuickBooks Customer Types.
DateDrivenTerms	Tables	Create, delete, and query QuickBooks Date Driven Terms.
DepositLineItems	Tables	Create, update, delete, and query QuickBooks Deposit Line Items. QBXMLVersion must be set to 7.0 or higher to update a deposit.
Deposits	Tables	Create, update, delete, and query QuickBooks Deposits. QBXMLVersion must be set to 7.0 or higher to update a deposit.
EmployeeEarnings	Tables	Create, update, delete, and query QuickBooks Employee Earnings.
Employees	Tables	Create, update, delete, and query QuickBooks Employees.
EstimateLineItems	Tables	Create, update, delete, and query QuickBooks Estimate Line Items.
Estimates	Tables	Create, update, delete, and query QuickBooks Estimates.
InventoryAdjustmentLineItems	Tables	Create and query QuickBooks Inventory Adjustment Line Items.
InventoryAdjustments	Tables	Create, query, and delete QuickBooks Inventory Adjustments.
InventorySites	Tables	Create, update, delete, and query QuickBooks Inventory Sites. Inventory Sites are only available in QuickBooks Enterprise 2010 and above, and only with the Advanced Inventory add-on.
InvoiceLineItems	Tables	Create, update, delete, and query QuickBooks Invoice Line Items.
Invoices	Tables	Create, update, delete, and query QuickBooks Invoices.
ItemLineItems	Tables	Create, update, delete, and query QuickBooks Item Line Items.
ItemReceiptExpenseItems	Tables	Create, update, delete, and query QuickBooks Item Receipt Expense Line Items.
ItemReceiptLineItems	Tables	Create, update, delete, and query QuickBooks Item Receipt Line Items.
ItemReceipts	Tables	Create, update, delete, and query QuickBooks Item Receipts.
Items	Tables	Create, update, delete, and query QuickBooks Items.
JobTypes	Tables	Create and query QuickBooks JobTypes.
JournalEntries	Tables	Create, update, delete, and query QuickBooks Journal Entries. Note that while Journal Entry Lines can be created with a new Journal Entry, they cannot be added or removed from an existing Journal Entry.
JournalEntryLines	Tables	Create, update, delete, and query QuickBooks Journal Entries. Note that while Journal Entry Lines can be created with a new Journal Entry, they cannot be added or removed from an existing Journal Entry.
OtherNames	Tables	Create, update, delete, and query QuickBooks Other Name entities.
PaymentMethods	Tables	Create, update, delete, and query QuickBooks Payment Methods.
PayrollNonWageItems	Tables	Query QuickBooks Non-Wage Payroll Items.
PayrollWageItems	Tables	Create and query QuickBooks Wage Payroll Items.
PriceLevelPerItem	Tables	Create and query QuickBooks Price Levels Per Item. Only QuickBooks Premier and Enterprise support Per-Item Price Levels. Note that while Price Levels can be added from this table, you may only add Per-Item Price Levels from this table. Price Levels may be deleted from the PriceLevels table. This table requires QBXML version 4.0 or later.
PriceLevels	Tables	Create, delete, and query QuickBooks Price Levels. Note that while Price Levels can be added and deleted from this table, you may add only fixed-percentage Price Levels from this table. Per-Item Price Levels may be added via the PriceLevelPerItem table. This table requires QBXML version 4.0 or higher.
PurchaseOrderLineItems	Tables	Create, update, delete, and query QuickBooks Purchase Order Line Items.
PurchaseOrders	Tables	Create, update, delete, and query QuickBooks Purchase Orders.
ReceivePayments	Tables	Create, update, delete, and query QuickBooks Receive Payment transactions. QBXMLVersion must be set to 6.0 or higher to update a ReceivePayment.
ReceivePaymentsAppliedTo	Tables	Create, update, and query QuickBooks Receive Payment AppliedTo aggregates. In a Receive Payment, each AppliedTo aggregate represents the transaction to which this part of the payment is being applied. QBXMLVersion must be set to 6.0 or higher to update a ReceivePayment.
SalesOrderLineItems	Tables	Create, update, delete, and query QuickBooks Sales Order Line Items.
SalesOrders	Tables	Create, update, delete, and query QuickBooks Sales Orders.
SalesReceiptLineItems	Tables	Create, update, delete, and query QuickBooks Sales Receipt Line Items.
SalesReceipts	Tables	Create, update, delete, and query QuickBooks Sales Receipts.
SalesReps	Tables	Create, update, delete, and query QuickBooks Sales Rep entities.
SalesTaxCodes	Tables	Create, update, delete, and query QuickBooks Sales Tax Codes.
SalesTaxItems	Tables	Create, update, delete, and query QuickBooks Sales Tax Items.
ShippingMethods	Tables	Create, update, delete, and query QuickBooks Shipping Methods.
StandardTerms	Tables	Create, update, delete, and query QuickBooks Standard Terms.
StatementCharges	Tables	Create, update, delete, and query QuickBooks Statement Charges.
TimeTracking	Tables	Create, update, delete, and query QuickBooks Time Tracking events.
ToDo	Tables	Create, update, delete, and query QuickBooks To Do entries.
TransferInventory	Tables	Query and delete QuickBooks Transfer Inventory transactions. Transfer Inventory is available in only QuickBooks Enterprise 2010 and above, and only with the Advanced Inventory add-on.
TransferInventoryLineItems	Tables	Create and query QuickBooks Transfer Inventory Line Items. Transfer Inventory is available in only QuickBooks Enterprise 2010 and above, and only with the Advanced Inventory add-on.
Transfers	Tables	Create, update, and query QuickBooks transfers. Requires QBXML version 12.0 or higher.
UnitOfMeasure	Tables	Create, update, delete, and query QuickBooks units of measure. QuickBooks requires QBXML version 7.0 or higher to use this table.
UnitOfMeasureDefaultUnits	Tables	Create and query QuickBooks unit-of-measure default units. QuickBooks requires QBXML version 7.0 or higher to use this table.
UnitOfMeasureRelatedUnits	Tables	Create and query QuickBooks unit-of-measure related units. QuickBooks requires QBXML version 7.0 or higher to use this table.
VehicleMileage	Tables	Create, update, delete, and query QuickBooks Vehicle Mileage entities. QuickBooks requires QBXML version 6.0 or higher to use this table.
VendorCreditExpenseItems	Tables	Create, update, delete, and query QuickBooks Vendor Credit Expense Line Items.
VendorCreditLineItems	Tables	Create, update, delete, and query QuickBooks Vendor Credit Line Items.
VendorCredits	Tables	Create, update, delete, and query QuickBooks Vendor Credits.
Vendors	Tables	Create, update, delete, and query QuickBooks Vendors.
VendorTypes	Tables	Create, update, delete, and query QuickBooks Vendor Types.
WorkersCompCodeLines	Tables	Query QuickBooks Workers Comp Code entries by line. Requires QBXML Version 7.0 or higher.
WorkersCompCodes	Tables	Query QuickBooks Workers Comp Code entries. Requires QBXML Version 7.0 or higher
BalanceSheetDetail	Views	Balance Sheet Detail Report.
BalanceSheetStandard	Views	Balance Sheet Standard Report.
BalanceSheetSummary	Views	Balance Sheet Summary Report.
BillLinkedTransactions	Views	Query QuickBooks Bill Linked Transactions.
CompanyInfo	Views	Query the company information from QuickBooks.
CreditMemoLinkedTransactions	Views	Query QuickBooks Credit Memo Linked Transactions.
CustomColumns	Views	Query QuickBooks Custom Columns.
DeletedEntities	Views	Query deleted Entities.
DeletedTransactions	Views	Query deleted Transactions.
EstimateLinkedTransactions	Views	Query QuickBooks Estimate Linked transactions.
Host	Views	Query the QuickBooks host process. The Host represents information about the QuickBooks process currently being executed.
InvoiceLinkedTransactions	Views	Query QuickBooks Invoice Linked Transactions.
ItemReceiptLinkedTransactions	Views	Query QuickBooks Item Receipt Linked Transactions.
ItemSites	Views	Create, update, delete, and query QuickBooks Item Sites. Item sites are only available in QuickBooks Enterprise 2010 and above, and only with the Advanced Inventory add-on. This table requires a minimum of QBXML version 10.0.
Preferences	Views	Query information about many of the preferences the QuickBooks user has set in the company file.
PurchaseOrderLinkedTransactions	Views	Query QuickBooks Purchase Order Linked Transactions.
SalesOrderLinkedTransactions	Views	Query QuickBooks Sales Order Linked Transactions.
StatementChargeLinkedTransactions	Views	Query QuickBooks Statement Charge Linked Transactions.
Templates	Views	Query QuickBooks templates.
Transactions	Views	Query QuickBooks transactions. You may search the Transactions using a number of values including Type, Entity, Account, ReferenceNumber, Item, Class, Date, and TimeModified.
VendorCreditLinkedTransactions	Views	Query QuickBooks Vendor Credit Linked Transactions.