> ## Documentation Index > Fetch the complete documentation index at: https://domoinc-openapi-sync-dataflows.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # Connecting to QuickBooks Data in Workbench 4 **Important:** Support for Workbench 4 ended on **April 15, 2021**. Workbench may continue to run on installed machines, but it will no longer receive feature enhancements and security updates. When issues are encountered in Workbench 4, the recommended course of action from the Domo Support team will be to upgrade to the latest version of Workbench 5. To see this article for Workbench 5, click [**here**](/s/article/360042932754). You can create a QuickBooks DataSet Job in Workbench 4. When you select QuickBooks as your Data Source type, you can choose a QuickBooks report type and specify options such as fiscal year, date granularity, and so on. **To create a QuickBooks DataSet Job in Workbench 4,** 1. Click **Add New** in the **DataSet Jobs** grouping in the Buttons toolbar at the top of the Workbench window. This opens the **Workbench DataSet Job Creation Wizard**. 2. (Conditional) If requested, select the desired Domo server. (This screen only appears if you have more than one server set up in Workbench.) 3. In the **DataSet Job Name** field, enter a name for the DataSet Job. This is the name of the job as it appears in Workbench, *not* the name of the uploaded DataSet in Domo. 4. In the **DataSet Name** field, enter the name of the DataSet. This is the name of the uploaded DataSet in Domo. 5. Select the desired update method in the **Update Method** menu: * Select **Replace DataSet** if you want the DataSet to be replaced entirely upon updating. * Select **Append to DataSet** if you want new data to be added to the existing data set upon updating. 6. In the **Transport Method** menu, select **Local File Provider,** **External Process File Provider**, or **FTP/SFTP File Provider**. Descriptions for these transport methods are as follows:

Transport Method

Description

Local File Provider

Lets you select a file from your machine or a network.

External Process File Provider

Lets you use a third-party application to pull data into Domo using a script.

FTP/SFTP File Provider Lets you retrieve a file via FTP, SFTP (SSH-FTP), or FTPS (FTP-SSL)
7. Click **Next**. 8. In the **Data Source** menu, select **QuickBooks**. 9. In the **DataSet Type** field, select the type of DataSet in the dropdown or enter a custom name. The DataSet type you select or enter here is reflected as the connector type in Domo after you execute the job. **Tip:** It is recommended that you select or enter the DataSet type that tells users what data is being represented, *not* the data reader you are using to present the data. For example, you might be connecting to an Excel sheet that contains QuickBooks data. In this case the best option would be to select **QuickBooks** rather than selecting **Excel** because the data you are representing in Domo is from QuickBooks, not Excel. 10. (Optional) Enter a description in the **DataSet Description** field. **Note:** You can change any of the settings you made in the above steps in the **Source** panel for the DataSet Job after you complete all of the steps in the Wizard *except* the transport method. 11. Click **Next**. A new QuickBooks DataSet Job is added to the list of jobs for the currently authenticated server in the **Accounts** pane. 12. Under the QuickBooks DataSet Job that was just added to the jobs list, select **Source**. A panel opens with options for configuring your file transport and setting options for your QuickBooks data source. 13. Do one of the following: * If you selected **Local File Provider** as your Transport Method... 1. Click the ellipsis (...) in the **File Path** field. 2. Select the desired QuickBooks file from your machine or network. * If you selected **External Process File Provider** as your Transport Method... 1. Click the ellipsis (...) in the **Program Executable** field. 2. Select the desired executable file from your machine or network. 3. (Optional) Enter arguments in the **Arguments** field, if any. 4. Click the ellipsis (...) in the **Output File Path** field. 5. Select the desired output file path on your machine or network. The file type for the output path *must* be QuickBooks. * If you selected **FTP/** **SFTP File Provider** as your Transport Method... 1. Enter the server name in the **Server** field. 2. Enter the port number in the **Port** field. 3. Enter your server credentials in the **Username** and **Password** fields. 4. Select the desired protocol (**FTP**, **SFTP**, or **FTPS**). 5. (Optional) If you have an SSL certificate (SFTP and FTPS only), configure the settings as necessary. For more information about these settings, see [SFTP File Provider](/s/article/360047403773 "Understanding the Workbench 4 User Interface"). 6. In the **Remote File** field, enter the filename for the field you want to import. 14. Click **Authorize Company File** in the Buttons toolbar at the top of the Workbench window. The **Authorize QuickBooks Company File** wizard opens. 15. Click **Next**. QuickBooks is launched, and the file you selected opens. 16. Ensure that you are logged into QuickBooks as an administrator and that the file is in multi-user mode. 17. Click **Next** in Workbench. The QuickBooks file is authorized in Domo. 18. Click **Validate Configuration**. 19. (Optional) Check the box reading **Allow Workbench to stop QuickBooks on connection errors** if you want QuickBooks to shut down if Workbench encounters errors. 20. Select the radio button for the desired report type. Primary report types are as follows:

Report

Description

General Detail Report

Shows detailed information for any of a number of different report types, such as "Income by Customer Detail," "Check Detail," "Pending Sales," etc. You can select the desired date range for your report by selecting the start and end dates using the From and To date pickers, respectively. If you want, you can manually select which columns appear in the report by selecting them in the Columns menu.

General Summary Report

Shows summary information for any of a number of different report types, such as "CustomerBalanceSummary," "IncomeTaxSummary," "PhysicalInventoryWorksheet," etc. You can select the desired date range for your report by selecting the start and end dates using the From and To date pickers, respectively. You can also select a date granularity for your report data (for example, you could summarize data by day, by month, etc.).

Budget Summary Report

Shows balance sheet and profit and loss reports. You can select the desired fiscal year for your report.

List

Shows any of a number of reports in list format, such as "Employee" (a list of company employees), "Vendors" (a list of your vendors), and so on. Because this information is not arranged by date, there are no options for setting a date range or choosing a fiscal year.

21. (Conditional) Do one of the following: * If you selected **General Detail Report**... 1. Select a sub-report in the **General Detail Report** menu. 2. In the **From** menu, select the start date for your report. 3. (Conditional) If you want your report to pull data up until the current date each time it updates, leave the **Current Day** option selected in the **To** menu. Otherwise select the end date for the report in the menu. 4. In the **Maximum days to return in single result** menu, enter the maximum number of days you want to return. The value cannot exceed 30. 5. In the **Columns** menu, select the columns you want to pull data for. * If you selected **General Summary Report**... 1. Select a sub-report in the **General Summary Report** menu. 2. In the **From** menu, select the start date for your report. 3. (Conditional) If you want your report to pull data up until the current date each time it updates, leave the **Current Day** option selected in the **To** menu. Otherwise select the end date for the report in the menu. 4. In the **Summarize Report Columns By** menu, select the date granularity for your report data. This determines how data in the report is broken down. For example, if you choose **Quarter**, data is broken down by quarter instead of month, week, etc. * If you selected **Budget Summary Report**... 1. Select a sub-report in the **Budget Summary Report** menu. 2. Select the desired fiscal year in the **Fiscal Year** menu. * If you selected **List**... 1. Select a sub-report in the **List** menu. You are now ready to execute the DataSet Job, thereby creating a QuickBooks DataSet in Domo. However, there are many other actions you can take on the DataSet job before you send it to Domo. These include the following: * [Setting an update schedule for the job](/s/article/360046856934 "Scheduling a Job in Workbench 4") * [Adding the job to a group of jobs with an advanced schedule set in Windows Task Scheduler](/s/article/360046857074 "Creating a Schedule Group in Workbench 4") * [Configuring notifications to be sent when the job update succeeds or fails](/s/article/360047494393 "Setting Notifications in Workbench 4") * [Encrypting and decrypting Workbench data](/s/article/360047501293 "Encrypting and Decrypting Workbench 4 Data") * [Creating new columns using calculations](/s/article/360046861474 "Creating Columns in Workbench 4 Using Calculations") * [Setting a custom date format on a column](/s/article/360047504553 "Setting a Custom Date Format on a Column in Workbench 4") * [Replacing a value in a column](/s/article/360046864274 "Replacing a Column Value in Workbench 4") * [Combining DataSets](/s/article/360046861014 "Combining DataSets in Workbench 4") * [Applying filters to columns](/s/article/360046864074 "Filtering Columns in Workbench 4")