Pipelines
Creating a Pipeline
How to create a pipeline and choose your QuickBooks output format.
What a pipeline is
A pipeline is a reusable setup for converting your files. It remembers your output format (QuickBooks Desktop or Online) and your field mapping, so once it's set up you can run conversions over and over without reconfiguring anything.
Create a pipeline
- 1Go to Pipelines and choose New Pipeline.
- 2Give it a name — for example, "Cyncly to QuickBooks Desktop — Production".
- 3Choose your output format:
- QuickBooks Desktop (IIF) — for QuickBooks Desktop.
- QuickBooks Online (CSV) — for QuickBooks Online.
- 4Create the pipeline. It opens in the pipeline editor, ready for you to upload a file and review the mapping.
What happens next
When you open a new pipeline, KitchenAPI automatically loads a starting template that matches your output format, so you're not starting from a blank slate. You can use it as-is, adjust the field mapping, or load a different template. See Working with Templates for details.
Note: Only admins can create or edit pipelines. Members can run existing pipelines but can't change the setup. See Inviting Your Team.