> ## Documentation Index > Fetch the complete documentation index at: https://domoinc-bradley-turek-pfilter-operators-reference.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # QuickBooks Online Reports Connector ## Intro QuickBooks Online is the most commonly used small business accounting and financial management software. It allows users to track sales and customer information and provide reports for managing the business and serving their customers. You can use Domo's QuickBooks Online Reports connector to retrieve data about all financial aspects of your business. To learn more about the QuickBooks Online Reports API, go to [https://developer.intuit.com/docs/0050\_quickbooks\_api](https://developer.intuit.com/docs/0050_quickbooks_api). The QuickBooks Online Reports connector is a "Cloud App" connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking **Cloud App** in the toolbar at the top of the window. To use the QuickBooks Online Reports connector, create a DataSet in the Data Center and select the QuickBooks Online Reports connector. This topic discusses the fields and menus that are specific to the QuickBooks Online Reports connector user interface. For general information about adding DataSets, setting update schedules, and editing DataSet information, see [Adding a DataSet Using a Data Connector](/s/article/360042926274). You can also pull on-premise QuickBooks Online data using Workbench, a secure, client-side solution for uploading your data in Domo. In addition to QuickBooks, you can use Workbench to upload data from other systems using CSV, JIRA, JSON, Microsoft Excel, ODBC, OLAP, and XML. For more information, see [Connecting to QuickBooks Data in Workbench 5](/s/article/360042932754)


Primary Use Cases	Pulling financial accounting reports.
Primary Metrics	- Revenue - Costs - P\&L line items - Balance sheet items
Primary Company Roles	- Accountants - Purchasers - CFOs - Controllers
Average Implementation Time	Report runtime will depend on how large the reports in QuickBooks are. Smaller date ranges will take less.
Ease of Use (on a 1-to-10 scale with 1 being easiest)	3

## Best Practices The connector should run on **Replace** at any reasonable schedule. **Append** will cause duplicates. ## Prerequisites To connect to a QuickBooks Online account and create a DataSet, you must have the following: * The email address or user ID you use to connect to QuickBooks Online. * The password you use to connect to QuickBooks Online. ## Connecting to Your QuickBooks Online Reports Account This section enumerates the options in the **Credentials** and **Details** panes in the QuickBooks Online Reports Connector page. The components of the other panes in this page, **Scheduling** and **Name & Describe Your DataSet**, are universal across most connector types and are discussed in greater length in [Adding a DataSet Using a Data Connector](/s/article/360042926274). ### Credentials Pane The Domo QuickBooks Online Reports connector uses OAuth to connect, so there is no need to enter credentials within Domo. Click **Connect** (or select **Add Account** if you have existing QuickBooks Online accounts in Domo) to open the QuickBooks Online OAuth screen where you can enter your login credentials. After you log in using your credentials, you are requested to authorize Domo to access your QuickBooks Online data. Once you enter credentials and authorize Domo, you can use the same account any time you go to create a new QuickBooks Online Reports DataSet. You can manage connector accounts in the **Accounts** tab in the Data Center. For more information about this tab, see [Manage Connector/Adapter Accounts](/s/article/360042926054). **Note:** If you are already logged into QuickBooks Online when you connect in Domo, you are authenticated automatically when you click **Add account**. If you want to connect to an account that is different from the one you are logged into, you must first log out of QuickBooks Online. ### Details Pane This pane contains a primary menu from which you select a report, along with various other menus that may or may not appear depending on the selected report.

Menu	Description
Report	Select a QuickBooks Online report. The following reports are available:
Date Filter By	Select the date filter method.
Created Date Duration	Select the created date duration for the report (a Single Date, or a Date Range).
Account Status	Select account status.
Transaction Date	Select the start date for the report.
Report Date	Select report date using relative or specific dates. Relative meaning number of days from today or a specific date using the date selector
Specific Date	Select the report date using the date picker, this option is only available when Report Date is set to 'Specific'
Date Offset	This adjusts the current date the given number of days into the past. Example: 0 for today, 1 for yesterday.
Aging Method	Select aging method.
Days Per Aging Period	Enter the number of days per aging period.
Number of Periods	Enter the number of aging periods to be shown in the report.
Due Date Duration	Select the due date duration for the report (a Single Date, or a Date Range).
Transaction Date Duration	Select the transaction date range for the report.
Accounting Method	Select the desired accounting method.
Summarize Column By	Select how you want your report data to be broken down. For example, if you select Month, your report data is broken down by month.
Account Receivable Paid Status	Select account receivable paid status.
Select Columns	Check this to be given an option, otherwise a default selection will be given. Schema will always be maintained, even if selections are changed. Note - this is for advanced users as QuickBooks may return errors based on column selection.
Enable Pivot Parsing	Select whether you want to pivot your report data by the selected{" "} Summarize Column By value.

### Other Panes For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see [Adding a DataSet Using a Data Connector](/s/article/360042926274). ## Troubleshooting Issues with this connector are minimal. However, the connector retrieves the reports from Quickbooks exactly as they appear. If you change a report for an ad-hoc analysis inside Quickbooks, that change is reflected in the report. A good solution to this problem is to use a system user that has standard reports in Quickbooks. A few users have reported having their Quickbooks Online accounts become unauthorized. If this happens, manually disconnect Domo in the Quickbooks website then reconnect to QuickBooks through Domo by adding the account again.