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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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        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
         
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        Table of Contents

        Pre-requisites Integrate Quickbooks with Daton Workflow

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