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Connecting Bold BI to QuickBooks Online data source

The Bold BI dashboard designer supports connecting QuickBooks Online web services through REST API.

Choose QuickBooks Online data source

To configure the QuickBooks Online data source, follow these steps:

  1. Click the Data Sources button in the configuration panel to add a new data connection. Data source icon

  2. Click CREATE NEW to launch a new connection from the connection panel.

  3. Select the QuickBooks Online connection in the connection panel.

    Choose data source

NOTE: You can also create a data source from the home page by clicking the Data Sources menu from left menu panel and Create Data Source from the data sources page.

Choose data source

Authentication with QuickBooks Online

Use the following steps to authenticate with QuickBooks Online web service:

  1. Click the data source, you will be prompted with a login window. Enter the credentials of your QuickBooks Online account to authorize.

  2. Click Allow in the authorization window, to accept the scopes requested by the Bold BI dashboards.

    NOTE: If the permission is denied, the account will not be accessible from the dashboard.

  3. Set a name to identify the account and click Next.

  4. You have now successfully authorized your connection. Click Connect to continue with the data source connection.

  5. To connect through already connected account, refer to the Connected Accounts.

    NOTE: To connect another account, click Connect New Account.

Connect to QuickBooks Online

Create QuickBooks Online data source

After successful authentication, the NEW DATA SOURCE configuration panel will open. Follow these steps to create a QuickBooks Online data source.

  1. Enter a name and description (optional) for the data source.
  2. Click the API Endpoints down dropbox and choose the required endpoint.
  3. Enter your Realm Id in the realm id text box for your account QuickBooks online account.
  4. Click Custom Url to enter the URL manually. Refer to the QuickBooks Online API documentation for more details.
  5. Select the GET method for the REST API in Method combo box.
  6. In Max Rows, enter the maximum number of rows to be fetched from the QuickBooks Online data source. This value is used to fetch the data from the QuickBooks Online data source using pagination.
  7. Choose a time interval for the Refresh Settings using the combo box, to trigger the Rest API request periodically to keep the data in sync with our dashboard.
  8. Select JSON data type in the Data Format combo box.
  9. The authentication type will be set to QuickBooks Online automatically since the OAuth is used for authenticating with QuickBooks Online account.

Data source preview

You can also edit the connection information set here using the Edit Connection option.

Additional information

Max Rows Most of the REST APIs return only fewer data on a single API request. To pull the amount of data you need, set a value in this field. Pagination is handled internally and will fetch the amount of data you need.
Refresh Settings Period of time before next refresh call is triggered. This will automatically trigger a call for the API configured in the data source to keep the data up to date.
Data Formats By default, the data is retrieved in the JSON format. Additionally, XML is supported in QuickBooks Online.

Setting up the URL

  1. For instance, to query about the particular bill, query the /Read a bill endpoint.
  2. From the listed information, you can get the ID of the specific bill.

Replace it in the URL to query a particular account:

https://quickbooks.api.intuit.com/v3/company/<:realmID>/query?query= select * from bill

Sample queries

Query an account

https://quickbooks.api.intuit.com/v3/company/<:realmID>/query?query= select * from account

Query a bill

https://quickbooks.api.intuit.com/v3/company/<:realmID>/query?query= select * from bill

Preview and data import

  • Click Preview & Connect to connect with the configurations set.

  • The Choose Schema(s) dialog opens. The schema represents the key fields of JSON data retrieved from the QuickBooks Online Rest API request. This dialog displays a list of schemas in treeview and its corresponding values in the grid for preview. Select required schema(s) from the treeview to use in designer and click Connect. Preview

  • Now, the data design view page with selected table schema opens. Drag and drop the table. Query Editor

  • Click Save to save the data source with a relevant name.

Connected accounts for OAuth data sources

If you have already logged into the account and authenticated with web data source, the account information will be listed here. You can select one of the accounts or connect to a new account by clicking the Connect New Account button.

OAuth

You can edit, delete and re-authorize this account from the Connected Accounts page.

Manage Accounts

Data Transformation

Editing a Data Connection

Dashboard Designer Walkthrough

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