Connector

Collect QuickBooks balance sheets in AWS Athena

Keep every QuickBooks balance sheet and profit and loss snapshot as a table that AWS Athena queries. A custom OWOX connector saves the statements on each run, so the position of the books at any date a run captured is a query away.

QuickBooksConnectedA/P Aging Summar…A/R Aging Summar…AccountsBalance Sheet re…
Data MartPublishedone definition
AWS AthenaRealmReportReportDaily 09:00
Refreshed on a schedule. No exports, no copy-paste.

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Endpoints

QuickBooks Endpoints

Documentation

26 QuickBooks endpoints you can import. Each lands in its own table in your data warehouse.

S00 · Why

Why keep QuickBooks statements as snapshots over time

QuickBooks rebuilds a balance sheet each time you run it, so last quarter's version is whatever the books say today. Snapshots stored in a data warehouse keep the report as it was and let you compare it with the result of the same period.

  • Compare the position at two dates without rerunning anything
  • Read the balance sheet beside the profit and loss for the same period
  • Keep Cash and Accrual views apart with report_basis
QuickBooksPeriod snapshots
BudgetPlan by period
SalesRevenue
Your data warehouseAWS AthenaQuickBooksBudgetSalesJoined by idPeriod closedResult reviewedOne query reads the snapshot as it was.

S01 · Step 1

Step 1: Connect QuickBooks and pick the fields

Create a Data Mart, choose QuickBooks as the data source and authorize QuickBooks Online with OAuth. Add the company (realm) id, open an endpoint and tick only the fields you need.

  • Balance Sheet is one of 8 report snapshots among the 26 endpoints
  • A custom connector: the credential and company id are yours
New Data MartChoose a sourceShopifyQuickBooksFacebook AdsAuthorizeConnectedEndpointBalance Sheet rep…A/P Aging Summary…A/R Aging Summary…Accounts
Balance Sheet rep…12 fieldsstart_periodend_periodreport_basiscurrencyreport_rows

S02 · Step 2

Step 2: Load QuickBooks into AWS Athena

Each endpoint becomes its own table, and refresh settings are set in the Data Mart. Run it and the first load lands as a table in the database you choose in AWS Athena. The location is pre-filled from your data storage, and you can change it.

  • Each run stores the report with its period, basis and time
  • Every run is logged in Run History
DestinationAWS AthenaDatabasequickbooksTablereport_balance_sheetRun
Run HistoryPendingRunningSuccessIncremental load
Tablequickbooks.report_balance_she…

S03 · Step 3

Step 3: Get a business-friendly QuickBooks output schema

After the first run you get the output schema: the report's period, basis and currency as columns, and the rows and column metadata kept as JSON to unnest in SQL.

  • report_rows holds nested sections and data rows
  • report_columns is index-aligned with every row
quickbooks.report_balance_sheetOutput schemaFieldDescriptionstart_periodFirst day of the reporting…end_periodLast day of the reporting period.report_basisCash or Accrual (absent on…currencyCurrency code the report…report_rowsNested Section/Data rows as…

S04 · Step 4

Step 4: Keep the QuickBooks tables linked

The Balance Sheet and Profit and Loss snapshots share the company in realm_id. Together with Company info they become the statements part of one QuickBooks data model.

  • Each statement carries realm_id and its period
  • Add a budget table to compare plan with fact
Company inforealm_idcompany_namecountry
Balance Sheet rep…realm_idreport_basisend_period
Profit and Loss r…realm_idstart_periodend_period

S05 · Step 5

Step 5: Schedule the QuickBooks refresh and backfill history

Set it once. A daily scheduled refresh adds a fresh snapshot, and a manual backfill loads statements for earlier periods.

  • Daily runs add one more dated snapshot
  • Backfill the statements for past closes
ScheduleRun on a scheduleDaily 09:00
BackfillRun backfill
Run HistoryDaily scheduleManual backfillDaily schedule

S06 · Step 6

Step 6: Reuse the same QuickBooks table everywhere

One table feeds your data model, spreadsheets, dashboards, AI assistants and scheduled insights in Slack or email.

  • Define the position once
  • Every report reads the same snapshot
QuickBooksData MartPublished
Your data model
Google Sheets
Data Studio dashboards
Claude, ChatGPT
Slack, email

Recent updates

Why OWOX

Why OWOX for QuickBooks in AWS Athena

A balance sheet printed from QuickBooks is a picture of today. OWOX keeps each one in your own data warehouse so the past stays queryable.

  • You own the data. It lands in your own data warehouse, in tables you control.
  • History kept as it was run. The statements are stored as they were run, with their basis.
  • Query it where you already do. AWS Athena reads the tables directly.
  • One place to fix. When QuickBooks's API changes, you publish one new connector version.

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