# QuickBooks connector Source: /docs/connectors/quickbooks.md Use this as an implementation starting point: adapt the worked example to the requested dataset and the source documentation. See [Custom API](/docs/connectors/custom-api) for the shared SDK pattern and document-upload workflow. ## What this connector is for [#what-this-connector-is-for] Accounting platform for customers, invoices, expenses, bills, and financial records. A connector owns access to the source. Separate syncs shape selected resources into tables for analysis and downstream transformations using the [Python SDK](/docs/reference/python/connectors-and-syncs). ## Data and tables you can pull [#data-and-tables-you-can-pull] These are representative dataset families to consider, not a claim that the worked example implements every resource. Access, fields, and availability depend on the source account, product edition, and permissions. Use the [vendor reference](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/customer) to select concrete resources. | Suggested table | One row represents | | --- | --- | | `customers` | a customer | | `vendors` | a vendor | | `invoices` | a invoice | | `bills` | a bill | | `payments` | a payment | | `accounts` | a account | ### Relationships and extraction considerations [#relationships-and-extraction-considerations] Scope every table to its realm/company. Customers and vendors link to financial transactions; invoice and bill lines can become child tables. The example reads both active and inactive customers, using the query endpoint's STARTPOSITION and MAXRESULTS controls. ## Connecting to QuickBooks [#connecting-to-quickbooks] Uses a company-authorized QuickBooks OAuth token and realm/company ID. Includes active and inactive customers. Token rotation is managed by the platform. Additional resources may require additional scopes. Connection settings belong to the connector; dataset filters and resource selection belong to each sync. See the [CLI workflow](/docs/reference/cli/overview) for registration and configuration. ### Connection settings used by the example [#connection-settings-used-by-the-example] | Setting | Requirement | Purpose | | --- | --- | --- | | `access_token` | Required; secret | Platform-supplied access token. Refresh or rotate before expiry. | | `realm_id` | Required | Realm Id | | `sandbox` | Required | Sandbox | ### requirements.in [#requirementsin] Save these dependencies in `requirements.in` alongside `connector.py`; the example includes packages used by its sync. Install the published `vortexify` package for local development. Keep sync-specific dependencies in the sync's own `requirements.in` when splitting the implementation into separate resources. ```text vortexify==0.1.1 httpx>=0.27,<1 pandas>=2,<3 ``` No separately installed database driver is needed by this HTTP example. ## Worked example: sync `customers` [#worked-example-sync-customers] **customers** — Full read using the API's native pagination. The complete files below implement only this example resource. They illustrate the current SDK signatures, a separate preview, bounded DataFrame output, and source-specific extraction. They do not establish complete source coverage. Live credentials and platform ingestion have not been used to validate this guide. With default paths, place the connector files in `connectors/quickbooks/` and sync files in `connectors/quickbooks/syncs/customers/`. Use your project configuration if it specifies different paths. ### Connection schema: `config.json` [#connection-schema-configjson] This file contains a JSON Schema, not actual credential values. Provide those through platform configuration. ```json { "type": "object", "properties": { "access_token": { "type": "string", "title": "Access Token", "description": "Platform-supplied access token. Refresh or rotate before expiry.", "minLength": 1, "x-vortexify-secret": true, "order": 0 }, "realm_id": { "type": "string", "minLength": 1, "title": "Realm Id", "order": 1 }, "sandbox": { "type": "boolean", "default": false, "title": "Sandbox", "order": 2 } }, "required": [ "access_token", "realm_id", "sandbox" ] } ``` ### Connector: `connector.py` [#connector-connectorpy] ```python import httpx from vortexify import Column, Connector, DiscoveredTable class QuickbooksConnector(Connector): vendor_domain = "intuit.com" def client(self): if self._client is None or self._client.is_closed: self._client = httpx.Client( base_url=( "https://sandbox-quickbooks.api.intuit.com/" if self.config.get("sandbox", False) else "https://quickbooks.api.intuit.com/" ), headers={ "Authorization": "Bearer " + self.config["access_token"], "Accept": "application/json", }, timeout=60, follow_redirects=False, ) return self._client def check(self) -> bool: cfg = self.config page_size = 1 path = "v3/company/" + cfg["realm_id"] + "/query" position = 1 params = { "query": "SELECT * FROM Customer WHERE Active IN (true, false) STARTPOSITION 1 MAXRESULTS " + str(page_size) } response = self.client().get(path, params=params) response.raise_for_status() payload = response.json() return True def discover(self) -> list[DiscoveredTable]: return [ DiscoveredTable( name="customers", schema=[ Column(name="id", type="string"), Column(name="display_name", type="string"), Column(name="active", type="boolean"), Column(name="balance", type="number"), Column(name="document", type="string"), ], ) ] def close(self) -> None: if self._client is not None: try: self._client.close() finally: self._client = None ``` ### Sync schema: `syncs/customers/config.json` [#sync-schema-syncscustomersconfigjson] ```json { "type": "object", "properties": {}, "required": [] } ``` ### Sync: `syncs/customers/sync.py` [#sync-syncscustomerssyncpy] ```python from collections.abc import Iterator from math import isfinite import json import pandas as pd from vortexify import Sync class QuickbooksCustomersSync(Sync): def preview(self) -> pd.DataFrame: cfg = self.connector.config page_size = 100 path = "v3/company/" + cfg["realm_id"] + "/query" position = 1 params = { "query": "SELECT * FROM Customer WHERE Active IN (true, false) STARTPOSITION 1 MAXRESULTS " + str(page_size) } response = self.client.get(path, params=params) response.raise_for_status() payload = response.json() records = payload.get("QueryResponse", {}).get("Customer", []) if not isinstance(records, list) or any( (not isinstance(record, dict) for record in records) ): raise ValueError( "Unexpected API record shape; refusing a partial successful sync" ) records = records[:100] rows = [] for record in records: row = { "id": record.get("Id"), "display_name": record.get("DisplayName"), "active": record.get("Active"), "balance": record.get("Balance"), "document": json.dumps(record, ensure_ascii=False, default=str), } rows.append( { key: ( json.dumps(value, ensure_ascii=False, default=str) if isinstance(value, (dict, list)) else value ) for key, value in row.items() } ) return pd.DataFrame( rows, columns=["id", "display_name", "active", "balance", "document"], dtype=object, ) def extract( self, *, avg_row_size_bytes: float | None = None ) -> Iterator[pd.DataFrame]: memory_mib = self.compute.memory if self.compute else None memory_mib = memory_mib if memory_mib is not None and memory_mib > 0 else 1024 target_bytes = min(16 * 1024 * 1024, max(1, memory_mib * 1024 * 1024 // 20)) batch_size = 100 if avg_row_size_bytes is not None: if not isfinite(avg_row_size_bytes) or avg_row_size_bytes <= 0: raise ValueError("avg_row_size_bytes must be finite and positive") batch_size = max(1, int(target_bytes / max(1.0, avg_row_size_bytes) / 4)) batch_size = min(batch_size, 1000) cfg = self.connector.config page_size = batch_size path = "v3/company/" + cfg["realm_id"] + "/query" position = 1 params = { "query": "SELECT * FROM Customer WHERE Active IN (true, false) STARTPOSITION 1 MAXRESULTS " + str(page_size) } seen_pages = set() while True: response = self.client.get(path, params=params) response.raise_for_status() payload = response.json() records = payload.get("QueryResponse", {}).get("Customer", []) if not isinstance(records, list) or any( (not isinstance(record, dict) for record in records) ): raise ValueError( "Unexpected API record shape; refusing a partial successful sync" ) rows = [] for record in records: row = { "id": record.get("Id"), "display_name": record.get("DisplayName"), "active": record.get("Active"), "balance": record.get("Balance"), "document": json.dumps(record, ensure_ascii=False, default=str), } rows.append( { key: ( json.dumps(value, ensure_ascii=False, default=str) if isinstance(value, (dict, list)) else value ) for key, value in row.items() } ) for start in range(0, len(rows), batch_size): yield pd.DataFrame( rows[start : start + batch_size], columns=["id", "display_name", "active", "balance", "document"], dtype=object, ) if len(records) < page_size: break position += len(records) params["query"] = ( "SELECT * FROM Customer WHERE Active IN (true, false) STARTPOSITION " + str(position) + " MAXRESULTS " + str(page_size) ) ``` ### Running and extending the example [#running-and-extending-the-example] Register the connector before the sync and commit each resource separately: ```sh vortexify create connector quickbooks vortexify create sync quickbooks/customers ``` Edit the files, inspect `vortexify status`, and use the [CLI guide](/docs/reference/cli/overview) to commit and configure them. Registration alone does not run extraction or deploy the connector. Preview must run with a fresh connector and disposable state. The extraction implementation determines full/incremental behavior; merely setting a mode does not implement change capture. API/driver failures propagate unless explicitly handled in the code. Check source limits and single-record/response sizes as well as output batch size. ## Sources and further reading [#sources-and-further-reading] - [Vendor API and data reference](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/customer) — Resource definitions, authentication, fields, and source-specific limits. Check the selected resource's reference when extending the example. - [Vortexify connector and sync contracts](/docs/reference/python/connectors-and-syncs) — Client ownership, discovery, preview isolation, and DataFrame extraction. - [Vortexify CLI workflow](/docs/reference/cli/overview) — Project paths, resource registration, source commits, and credential configuration.