Connect through Intuit
The user signs in on Intuit's own authorisation screen, reviews the requested permissions and selects a QuickBooks company they are authorised to access.
QuickBooks Online API reporting
Prepare QuickBooks data for local dashboards and BI-ready exports
Connect an authorised QuickBooks Online company through Intuit, pull supported accounting data into the Windows app, then keep the reporting dataset and user-selected exports under local control.
Controlled reporting workflow
Authorised source access with local reporting storage
Datplan uses Intuit's OAuth flow and the user's authorised QuickBooks company. Provider passwords are not entered into Datplan.
Pull supported records
Datplan requests supported accounting records and reports using the granted OAuth access. Available data depends on permissions, subscription status and Intuit API availability.
Prepare data locally
Downloaded source records are stored in the local Windows app data and can be transformed into dashboards, CSV or JSON exports, and fact-and-dimension reporting tables.
What “QuickBooks Online to a local database” means here: QuickBooks Online remains the cloud system of record. Datplan does not connect to or expose Intuit's private backend database. The Windows app creates a refreshed reporting copy from supported QuickBooks Online API responses. Its local app database is not a real-time mirror, complete restore backup or supported general-purpose SQL, ODBC or DirectQuery endpoint.
Data categories
QuickBooks information Datplan may access when authorised
| Category | Examples | Reporting purpose |
|---|---|---|
| Company and accounting setup | Company information, chart of accounts, tax codes, classes, departments and currencies where supported | Dimensions, labels and accounting context |
| Sales | Customers, invoices, sales receipts, credit memos and received payments | Sales, debtor, payment and customer reporting |
| Purchases | Vendors, bills, purchases, bill payments and vendor credits | Supplier, expenditure and payment reporting |
| Accounting reports | Profit and loss, balance sheet, trial balance, general ledger and related reports where available | Financial summaries, reconciliation and ledger analysis |
QuickBooks data coverage: available records depend on the authorised permissions, QuickBooks subscription, selected Datplan plan, supported endpoints and Intuit API availability.
QuickBooks Audit Analytics
Apply seven repeatable audit analyses to the selected QuickBooks population
Review Benford patterns, exceptional and round values, period-end activity, possible duplicates, post-period reversals and rare high-value counterparties, then inspect the underlying Audit Evidence records.
Efficient refreshes
Use the current source-defined pull for routine reporting and a deliberate full re-pull when needed
The aim is to keep reporting current while making the refresh behaviour and full-rebuild option explicit.
Routine updates
Routine reporting uses incremental sync where supported by the QuickBooks endpoint. Shared daily pull credits apply across the companies on the plan.
Month-end confidence
Run one successful user-requested full re-pull per connected company in each UTC month. The initial pull is exempt; failed or cancelled attempts remain retryable.
Local outputs
Review the refreshed data in Datplan dashboards or write supported CSV, JSON and fact-and-dimension outputs to folders you control.
QuickBooks data warehouse
Build a customer-controlled QuickBooks reporting warehouse
Datplan prepares document, line, payment, ageing, inventory and provider-report financial-summary data at separate grains in the Windows environment running Datplan. The completed outputs can stay local or be published to a network/server or shared location you choose.
For statement KPIs, provider-report financial summaries remain the accounting authority rather than document-line substitutes. See the QuickBooks warehouse model →
QuickBooks source plans
Choose capacity by companies, pull frequency and monthly download volume
Every QuickBooks plan includes scheduling with a daily minimum interval. Purchase is completed inside the signed-in app.
QuickBooks Solo
£49/month
£530/year when billed annually
- 1 GiB/month
- 2/day shared pulls
- 1 connected company
- 5 dashboards
- 1 schedule
- Scheduler: Yes — daily minimum
- CSV, JSON, Fact + Dim star-schema
Most flexible start
QuickBooks Growth
£89/month
£965/year when billed annually
- 3 GiB/month
- 5/day shared pulls
- 3 connected companies
- 15 dashboards
- 3 schedules
- Scheduler: Yes — daily minimum
- CSV, JSON, Fact + Dim star-schema
QuickBooks Pro
£179/month
£1,935/year when billed annually
- 10 GiB/month
- 15/day shared pulls
- 10 connected companies
- 50 dashboards
- 10 schedules
- Scheduler: Yes — daily minimum
- CSV, JSON, Fact + Dim star-schema
QuickBooks Heavy
£449/month
£4,850/year when billed annually
- 25 GiB/month
- 30/day shared pulls
- 25 connected companies
- 250 dashboards
- 25 schedules
- Scheduler: Yes — daily minimum
- CSV, JSON, Fact + Dim star-schema
| Plan | Monthly | Annual | Allowance | Shared pulls | Companies | Dashboards | Schedules | Scheduler |
|---|---|---|---|---|---|---|---|---|
| QuickBooks Solo | £49/month | £530/year | 1 GiB/month | 2/day | 1 | 5 | 1 | Yes — daily minimum |
| QuickBooks Growth | £89/month | £965/year | 3 GiB/month | 5/day | 3 | 15 | 3 | Yes — daily minimum |
| QuickBooks Pro | £179/month | £1,935/year | 10 GiB/month | 15/day | 10 | 50 | 10 | Yes — daily minimum |
| QuickBooks Heavy | £449/month | £4,850/year | 25 GiB/month | 30/day | 25 | 250 | 25 | Yes — daily minimum |
Full re-pull policy: one successful user-requested full re-pull per connected company per UTC month. The initial pull is exempt, and failed or cancelled attempts can be retried.
Datplan is not currently VAT registered, so no VAT is added to the prices shown. Prices and allowances shown in the signed-in app apply at purchase. Allowances do not roll over. Provider API limits and activity from other integrations can also affect available pulls. QuickBooks supports full and incremental sync; incremental behaviour follows supported endpoints and remains subject to the current source catalogue, permissions and Intuit API limits.
See the workflow
QuickBooks examples on the Datplan YouTube channel
Open the full dashboard walkthrough or a short overview without loading a third-party video player into this page.
QuickBooks questions
Live access, refreshes and data boundaries
Is QuickBooks Online live-source access included with the free app?
No. The app and Datplan Demo are free. Choose and purchase a QuickBooks Online source plan inside Datplan DataPull when you are ready to connect a live account.
Do unused allowances roll over?
No. Monthly data allowances and daily pull credits do not roll over.
Can provider limits stop a pull?
Yes. Datplan allowances remain subject to provider API limits, source permissions, service availability and quota already consumed by other apps, integrations or users.
Does QuickBooks support incremental sync in Datplan?
Yes. QuickBooks supports full and incremental sync. Incremental behaviour follows supported QuickBooks endpoints and remains subject to Datplan allowances, Intuit API limits, permissions and service availability.
Is production QuickBooks access available now?
Yes. QuickBooks Online is available as a production live source in Datplan DataPull. Download the app, sign in, choose a QuickBooks plan and authorise an eligible company through Intuit.
How often can QuickBooks run?
QuickBooks plans include 2, 5, 15 or 30 shared pulls per day depending on tier. Scheduling is available on every QuickBooks plan with a minimum interval of one day, subject to the plan's schedule count, monthly download allowance and Intuit availability.
How do routine pulls differ from a full re-pull?
Routine reporting can use incremental sync where supported, while a user-requested full re-pull provides a deliberate clean rebuild when needed.
How is a QuickBooks full re-pull limited?
Each connected company can complete one user-requested full re-pull per UTC month. The first successful pull for a new connection is exempt, and a failed or cancelled full re-pull can be retried.
Where is QuickBooks source data stored?
Authorised QuickBooks datasets are downloaded through the Windows app into local app data and user-selected exports. Datplan's online services retain only the limited account, connection, token, usage and billing records needed to operate the service.
Can I disconnect QuickBooks?
Yes. Users can disconnect a QuickBooks company through Datplan where available and can also revoke the app from Intuit account settings. Disconnecting stops future access but does not automatically remove exports or reports already saved on the user's PC.
Does QuickBooks Online provide a local database that Datplan connects to?
No. QuickBooks Online remains cloud-hosted, and Datplan does not access Intuit's private backend database. After the user authorises a company, Datplan requests supported records and reports through the QuickBooks Online API and stores the resulting reporting copy in the Windows app's local data.
Can reporting tools query Datplan's local QuickBooks data through SQL or ODBC?
Not through a supported Datplan SQL, ODBC or DirectQuery interface. The local app database supports Datplan's desktop workflow. Power BI and other downstream tools should use the prepared CSV, JSON and fact-and-dimension exports.
See Datplan with real reporting data—without connecting a live account
The Windows app is free to download and includes Datplan Demo data, so you can test sync, dashboards, reporting grains and exports first.