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Connect QuickBooks to Qlik

Send QuickBooks invoices, customers, payments and 30 more data types to Qlik on a schedule. Pick columns and add your own filters. Refresh as often as every 15 minutes.

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QuickBooks report Data source: QuickBooks
Build Qlik reports on QuickBooks data that Coupler.io keeps up to date.
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How to connect QuickBooks and Qlik

5 steps. You can preview the QuickBooks data in Coupler.io before anything reaches Qlik.

Step 1 of 5

Connect QuickBooks

Sign in to QuickBooks and authorize Coupler.io. There's no API key to copy.

Sign in with QuickBooks

Step 2 of 5

Choose what to export

Pick the QuickBooks data you want in Qlik.

Show 25 more data types Show fewer data types

Step 3 of 5

Fine-tune the export

Optional settings for this QuickBooks export.

WhereNot setExport a filtered set of elements that don’t have explicit parameters.Learn more
OrderNot setExport results in ascending or descending order.
Split byNot setFor example, if an invoice has several line items (several items mentioned in a single invoice) and you want to split them into different rows during the export, type in Line in the Split by field.

Step 4 of 5

Connect Qlik

Generate the integration URL and let the first run finish, then create a REST data connection in Qlik Sense and paste the URL.

Data set to shareInvoiceThe data view Qlik Sense reads
Integration URLhttps://app.coupler.io/export/w/123456.json?access_token=••••••••Paste into the URL field of the Qlik REST connection
MethodGETLeave as GET
NameCoupler_QuickBooksFills in from the URL, rename to something readable

Step 5 of 5

Set a schedule

Qlik sees the data as of the last run. Run it as often as every 15 minutes.

Get the most of QuickBooks to Qlik integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
Act on data icon

Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
QuickBooks to Qlik questions

33 data types, including Invoice, Customer, Payment, Account and Attachable.

You sign in to QuickBooks and authorize Coupler.io. There's no API key to copy.

Yes. Pick from 108 columns in 4 groups, and only those reach Qlik.

Yes. Add filter conditions in the source settings to keep only the QuickBooks records you need.

With Qlik's built-in REST connector, pointed at the Coupler.io integration URL that serves the QuickBooks data as JSON.

Yes. Schedule the app reload to run after the Coupler.io refresh, so it picks up the latest QuickBooks data.

On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.

Yes. Add more sources to the same data flow, for example Xero or Stripe, and join or append them before the data reaches Qlik.

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