Quickbooks Connector

Automate workflows with a direct connection to your data for increased confidence in numbers and reduced time, cost, and effort.
Connector Type
Premium Connector
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Enable connected reporting across your systems of record and the Workiva platform.

With the Quickbooks® connector, you can say goodbye to manual data gathering and unnecessary IT requests. Access the data you need, when you need it. Streamline the flow of data and ensure accuracy in reporting with this prebuilt connector that makes pulling and refreshing data simple—no coding necessary. You can simply use commands in a chain to import or export data or metadata from an instance of Quickbooks.

Key Features
  • Connectivity to enable bi-directional data flow
  • Automated actions to enable integrated workflows
  • Connected management of records and reporting

Intuit Inc., including its subsidiaries ("Intuit"), reserves all rights with respect to its trademarks, service marks, logos, trade names, trade dress and other indicia ("Marks"). Intuit and QuickBooks are trademarks and service marks of Intuit Inc., registered in the United States and other countries.

Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
All Solutions
Pricing
Wdata subscription required. Additional fees may apply.
Support and Documentation

Frequently Asked Questions

In order to leverage a connector, the workspace needs to have Wdata enabled in order to access chains and utilize the connectors.

The comprehensive list of core and premium connectors can be found here: https://support.workiva.com/hc/en-us/categories/360002307351-Working-in-Wdata.

Connectors can be enabled and disabled from the Configuration tab within Wdata under the Connector section. The Workspace Owner role is required to access Configuration and only Organization Security Administrators can enable or disable connectors. More information can be found here: https://support.workiva.com/hc/en-us/articles/360035643852-Manage-connectors-for-chains