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 integration status
QuickBooks reporting is in sandbox validation
Datplan is validating OAuth, data pulls, accounting transformations and reporting tables with Intuit sandbox companies. Production access to real QuickBooks Online companies will only be enabled after Intuit production approval and live-account testing.
Intended reporting workflow
Authorised source access with local reporting storage
The production workflow will use Intuit OAuth 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.
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 |
Status: these categories describe the tested/intended integration. Production availability remains subject to Intuit approval and successful live-company validation.
QuickBooks questions
Current status 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.
What is an incremental pull?
It refreshes from the last saved checkpoint where the provider and endpoint support that behaviour. It can reduce repeated download volume but does not bypass Datplan or provider limits.
Is production QuickBooks access available now?
Not yet. The QuickBooks integration is being validated with Intuit sandbox companies while Datplan completes Intuit's production requirements. This page describes the intended reporting workflow and does not claim that live production access is currently available.
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.