How to migrate data from QuickBooks into Teal.
Create a new Instance
coa_template_id
, but the chart of accounts from the imported QuickBooks account will replace this.Generate your auth link
/v0/quickbooks/auth-link
with redirect_url
parameters to generate a link for your users to login to their QuickBooks account.This will establish a connection between the Instance and the QuickBooks account that we will use to import data.Users that have completed the auth flow will be sent to the specified redirect_url
.Run the migration
/v0/quickbooks/migrate
.Calling the endpoint will start a one-time, one-way migration that will import the QuickBooks data for the period of time specified in the API call.start_date
.start_date
and end_date
./v0/quickbooks/migrate/task
.start_date
parameter to prevent importing transactions prior to the start_date
. You can set the date to be after the migration end_date
to avoid duplicate transaction data.
QuickBooks Account Subtype | Teal Financial Account Type |
---|---|
CashOnHand | bank_account |
Checking | bank_account |
MoneyMarket | bank_account |
RentsHeldInTrust | bank_account |
Savings | bank_account |
CashAndCashEquivalents | bank_account |
OtherEarMarkedBankAccounts | bank_account |
Credit Card | credit_card |