Export ALL QBO Data for ANY Object
Вставка
- Опубліковано 9 лип 2024
- Interested in consulting? www.1sync.co/contact
-----------------------------------
In this video, we discuss how to export production data from QuickBooks Online(QBO) into a useable format (Excel, .xlsx, .csv). We cover how the native export data tool fails to provide enough data, and why you need a custom script to export all of your QBO data. We cover how to set up an app for QBO (QuickBooks Online) to use the QBO API to access and query any object including, but not limited to, customers, vendors, items (products), and more. Additionally, a github repository for the python script(python3) is provided to export all records for any quickbooks object.
-----------------------------------
Chapters:
0:00 Introduction
2:15 Setup
8:30 Demo - Наука та технологія
Please see the repository here:
github.com/jawills/QB-Product-Extract
Hi Justin...thank you for actually putting this video together fur us. I just wanted to reach out and get your opinion on whether you thought this was a viable solution to export nearly 10 years worth of detailed records...essentially moving 'everything' from QB online to Odoo. Also, realistically, what kind of cost could I really expect Postman to cost me to do that?
I've not heard of Odoo so I cannot speak to the import process there. In terms of exporting QB data, I would look into the following in this order:
1. Managed app to move QB to Odoo
2. Write python scripts to use the QB API to export the qb data, then import via Odoo API.
3. Export all data via CSV and then import into Odoo.
You can use the QB api to export almost all data. The size of data only matters for complexity, data load run time. There are a few gotchas on exporting the QB data, for instance, tags on invoices cannot be exported from QB.
For Postman, this is a rest client that allows for visualization of the rest calls. There are no real limits you would face on using this, or the QB API that would involve upgrading licenses, but I would recommend using scripts or other means to run the export / import process. Hope this helps!
I use quickbooks desktop an export all the ledger info, is a pain since if the export is greatear than 1m cells (I Think) it starts skipping transactions, so I have to export it in chunks, like 3 months periods, the problem is on quickbooks past transactions can be directly modified or deleted so if someone changes the past I have to update that particular chunk, on other software (or I don't know if it was just accounting practice at that company) you can only modify current month transactions, past month transactions you modify them by another transaction never changing the past, so you only have to update the current month to change the past.
Hi Justin, thanks to you that I successfully link postman to quickbook. But after the link and ready to download data to csv file, i couldnt catch what you did. I think you did 2 things. 1st was to run pip env shell. I did that. Then you type python main.py. I did that too. There was no error, just that it return me to C:\Users\alice>. I couldnt find the download csv file like you. Did I miss up something like setting up a folder and file for the download? I am new to cmd.
By the way, I didnt do the clone Git hub as it error message "Cannot find the path" when I type cd /tmp. Not sure if you could assist.
Hi Alice,
The reason why you cannot perform cd /tmp is because you are on windows. Don't worry about this as this command is performed so the files are deleted on my machine.
You need to go to the directory in the terminal. The best way to do this in windows is download vs code, then open the project in vs code. From there you can open the terminal and run the commands to extract the data.
Justin
Hey Justin, I would like to get the P&L info to a QuickBooks object, do you think is it possible?
Hey Fernando,
Yes, it is possible to pull P&L info into a custom SF object.
@@JustinWills Hey Justin, do you have any video or tutorial that can help me with that?
@@fernandobranco3186 I don't have any videos or tutorials at this point for this specific api call. Email me here justin.wills@g2technologies.com and let's see how I can help further.
@@JustinWills I'll elaborate better on my problem and send it by email.