--- title: "QuickBooks to AWS Athena Connector | OWOX" canonical: "https://www.owox.com/connectors/quickbooks-connector-to-aws-athena" updated: "2026-11-09" --- # 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. ![](data:image/svg+xml;utf8,%3Csvg%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%20fill%3D%22none%22%20height%3D%2248%22%20viewBox%3D%220%200%2048%2048%22%20width%3D%2248%22%3E%0A%3Crect%20width%3D%2248%22%20height%3D%2248%22%20rx%3D%2210%22%20fill%3D%22%232CA01C%22%2F%3E%0A%3Cpath%20transform%3D%22translate\(9%209\)%20scale\(1.25\)%22%20fill%3D%22%23fff%22%20d%3D%22M12%200A12%2012%200%200%200%200%2012a12%2012%200%200%200%2012%2012%2012%2012%200%200%200%2012-12A12%2012%200%200%200%2012%200zm.642%204.1335c.9554%200%201.7296.776%201.7296%201.7332v9.0667h1.6c1.614%200%202.9275-1.3156%202.9275-2.933%200-1.6173-1.3136-2.9333-2.9276-2.9333h-.6654V7.3334h.6654c2.5722%200%204.6577%202.0897%204.6577%204.667%200%202.5774-2.0855%204.6666-4.6577%204.6666H12.642zM7.9837%207.333h3.3291v12.533c-.9555%200-1.73-.7759-1.73-1.7332V9.0662H7.9837c-1.6146%200-2.9277%201.316-2.9277%202.9334%200%201.6175%201.3131%202.9333%202.9277%202.9333h.6654v1.7332h-.6654c-2.5725%200-4.6577-2.0892-4.6577-4.6665%200-2.5771%202.0852-4.6666%204.6577-4.6666Z%22%2F%3E%0A%3C%2Fsvg%3E%0A)QuickBooks · Connected · A/P Aging Summar… · A/R Aging Summar… · Accounts · Balance Sheet re… Data Mart · Published · one definition ![](https://cdn.owox.com/www/portfolio-management-data-storage/aws-athena/logo/1.png/public)AWS Athena · Realm · Report · ReportDaily 09:00 Refreshed on a schedule. No exports, no copy-paste. [Get started free](https://www.owox.com/app-signup) ## Endpoints ## QuickBooks Endpoints [Documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/account) 26 QuickBooks endpoints you can import. Each lands in its own table in your data warehouse. * [A/P Aging Summary report A/P Aging Summary as of report\_date (window end): one row per vendor with aging buckets. 11 fields · Time series](/data-sources/quickbooks#schema-a-p-aging-summary-report) * [A/R Aging Summary report A/R Aging Summary as of report\_date (window end): one row per customer with Current, 1-30, 31-60, 61-90, 91+ and Total columns. 11 fields · Time series](/data-sources/quickbooks#schema-a-r-aging-summary-report) * [Accounts Chart of accounts, active and inactive. 20 fields](/data-sources/quickbooks#schema-accounts) * [Balance Sheet report Balance Sheet as of the run window end (Assets, Liabilities, Equity by account). 12 fields · Time series](/data-sources/quickbooks#schema-balance-sheet-report) * [Bill payments Payments against vendor bills; joins to Bill through Line\[\].LinkedTxn. 23 fields](/data-sources/quickbooks#schema-bill-payments) * [Bills Vendor bills (payables). 25 fields](/data-sources/quickbooks#schema-bills) * [Cash Flow report Statement of Cash Flows for the run window. 12 fields · Time series](/data-sources/quickbooks#schema-cash-flow-report) * [Company info One row per company: names, country, fiscal-year start. 15 fields](/data-sources/quickbooks#schema-company-info) * [Credit memos Credits issued to customers (reduce receivables; negative revenue in reconciliations). 23 fields](/data-sources/quickbooks#schema-credit-memos) * [Customers Customers, including inactive ones and sub-customers, with open balance and a flattened billing address. 28 fields](/data-sources/quickbooks#schema-customers) * [Deposits Bank deposits, including the ones that group undeposited customer payments. 21 fields](/data-sources/quickbooks#schema-deposits) * [General Ledger Detail report General Ledger: every posting line per account for the run window, with opening balance and totals. 12 fields · Time series](/data-sources/quickbooks#schema-general-ledger-detail-report) * [Invoice changes (CDC, incl. deletes) Change data capture for Invoice: every invoice created, updated or deleted since the run window start, full payload, deleted ones with status = Deleted. 9 fields · Time series](/data-sources/quickbooks#schema-invoice-changes-cdc-incl-deletes) * [Invoices Invoices with header amounts, customer and Line\[\] as JSON (SalesItemLineDetail.ItemRef, Qty, UnitPrice, Amount). 36 fields](/data-sources/quickbooks#schema-invoices) * [Items Products and services with price, purchase cost and the three account links. 25 fields](/data-sources/quickbooks#schema-items) * [Journal entries Manual and adjusting journal entries; the postings the transaction tables miss. 15 fields](/data-sources/quickbooks#schema-journal-entries) * [Payments Customer payments. 21 fields](/data-sources/quickbooks#schema-payments) * [Preferences One row per company: home currency, multi-currency flag, fiscal-year and tracking settings. 17 fields](/data-sources/quickbooks#schema-preferences) * [Profit and Loss report Profit and Loss per run window, one column per month (summarize\_column\_by=Month), rows nested by account group. 12 fields · Time series](/data-sources/quickbooks#schema-profit-and-loss-report) * [Purchases Expenses paid directly (cash, check, card) without a bill. 26 fields](/data-sources/quickbooks#schema-purchases) * [Refund receipts Money refunded to customers. 26 fields](/data-sources/quickbooks#schema-refund-receipts) * [Sales by Customer report Sales by Customer Summary for the run window. 12 fields · Time series](/data-sources/quickbooks#schema-sales-by-customer-report) * [Sales receipts Sales paid at the time of sale (no receivable). 27 fields](/data-sources/quickbooks#schema-sales-receipts) * [Transfers Money moved between balance-sheet accounts. 16 fields](/data-sources/quickbooks#schema-transfers) * [Vendor Expenses report Expenses by Vendor for the run window. 12 fields · Time series](/data-sources/quickbooks#schema-vendor-expenses-report) * [Vendors Vendors, including inactive ones, with open payable balance. 19 fields](/data-sources/quickbooks#schema-vendors) ## 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](/data-storages) 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 ![](data:image/svg+xml;utf8,%3Csvg%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%20fill%3D%22none%22%20height%3D%2248%22%20viewBox%3D%220%200%2048%2048%22%20width%3D%2248%22%3E%0A%3Crect%20width%3D%2248%22%20height%3D%2248%22%20rx%3D%2210%22%20fill%3D%22%232CA01C%22%2F%3E%0A%3Cpath%20transform%3D%22translate\(9%209\)%20scale\(1.25\)%22%20fill%3D%22%23fff%22%20d%3D%22M12%200A12%2012%200%200%200%200%2012a12%2012%200%200%200%2012%2012%2012%2012%200%200%200%2012-12A12%2012%200%200%200%2012%200zm.642%204.1335c.9554%200%201.7296.776%201.7296%201.7332v9.0667h1.6c1.614%200%202.9275-1.3156%202.9275-2.933%200-1.6173-1.3136-2.9333-2.9276-2.9333h-.6654V7.3334h.6654c2.5722%200%204.6577%202.0897%204.6577%204.667%200%202.5774-2.0855%204.6666-4.6577%204.6666H12.642zM7.9837%207.333h3.3291v12.533c-.9555%200-1.73-.7759-1.73-1.7332V9.0662H7.9837c-1.6146%200-2.9277%201.316-2.9277%202.9334%200%201.6175%201.3131%202.9333%202.9277%202.9333h.6654v1.7332h-.6654c-2.5725%200-4.6577-2.0892-4.6577-4.6665%200-2.5771%202.0852-4.6666%204.6577-4.6666Z%22%2F%3E%0A%3C%2Fsvg%3E%0A)QuickBooks · Period snapshots Budget · Plan by period Sales · Revenue ![](https://cdn.owox.com/www/portfolio-management-data-storage/aws-athena/logo/1.png/public)Your data warehouse · AWS Athena · QuickBooks · Budget · SalesJoined by id · Period closed · Result 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](/data-sources) 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 Mart · Choose a source · ![](data:image/svg+xml;utf8,%3Csvg%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%20fill%3D%22none%22%20height%3D%2248%22%20viewBox%3D%220%200%2048%2048%22%20width%3D%2248%22%3E%0A%3Cg%20clip-path%3D%22url\(%23clip0_14430_15244\)%22%3E%0A%3Cpath%20d%3D%22M40.1006%209.24272C40.0674%209.00032%2039.8556%208.86584%2039.6798%208.8512C39.5054%208.83656%2036.0883%208.78464%2036.0883%208.78464C36.0883%208.78464%2033.2305%206.0094%2032.9482%205.72708C32.6659%205.44477%2032.1146%205.52999%2031.9002%205.59391C31.8975%205.59525%2031.3635%205.76038%2030.4646%206.0387C30.3142%205.5513%2030.093%204.95204%2029.7774%204.35012C28.7601%202.40853%2027.2699%201.3818%2025.4694%201.37914C25.4668%201.37914%2025.4654%201.37914%2025.4628%201.37914C25.3376%201.37914%2025.2138%201.39113%2025.0886%201.40178C25.0354%201.33786%2024.9821%201.27527%2024.9262%201.21401C24.1418%200.375052%2023.1364%20-0.0337745%2021.9312%200.0021809C19.6061%200.068765%2017.2903%201.74802%2015.4126%204.73098C14.0916%206.82971%2013.0862%209.46648%2012.8012%2011.5079C10.1312%2012.3349%208.26414%2012.9128%208.22286%2012.9262C6.87519%2013.3496%206.83258%2013.3909%206.6568%2014.6614C6.5263%2015.6214%203%2042.889%203%2042.889L32.5514%2048L45.3594%2044.8159C45.3594%2044.8159%2040.1339%209.48512%2040.1006%209.24272ZM28.9851%206.49679C28.3046%206.7072%2027.5309%206.9469%2026.6919%207.20658C26.6746%206.02938%2026.5348%204.39141%2025.9862%202.97582C27.7506%203.31008%2028.6189%205.30627%2028.9851%206.49679ZM25.1458%207.68598C23.5971%208.16536%2021.9072%208.68872%2020.212%209.21344C20.6887%207.38769%2021.593%205.56994%2022.7036%204.37809C23.1164%203.93464%2023.6943%203.44058%2024.3788%203.15826C25.022%204.5006%2025.1618%206.40091%2025.1458%207.68598ZM21.9778%201.54959C22.5238%201.53761%2022.9832%201.65746%2023.3761%201.91581C22.7475%202.24207%2022.1402%202.71082%2021.5703%203.32206C20.0934%204.90677%2018.9615%207.36638%2018.5101%209.73944C17.1025%2010.1749%2015.7255%2010.6024%2014.4578%2010.9939C15.2582%207.25852%2018.3889%201.65346%2021.9778%201.54959Z%22%20fill%3D%22%2395BF47%22%2F%3E%0A%3Cpath%20d%3D%22M39.6812%208.85246C39.5068%208.83782%2036.0897%208.7859%2036.0897%208.7859C36.0897%208.7859%2033.2319%206.01065%2032.9496%205.72834C32.8444%205.62313%2032.7019%205.56853%2032.5527%205.5459L32.5541%2047.9986L45.3609%2044.8159C45.3609%2044.8159%2040.1354%209.48638%2040.1021%209.24398C40.0687%209.00158%2039.8557%208.8671%2039.6812%208.85246Z%22%20fill%3D%22%235E8E3E%22%2F%3E%0A%3Cpath%20d%3D%22M25.4536%2015.4377L23.9662%2021.0028C23.9662%2021.0028%2022.3069%2020.2477%2020.34%2020.3716C17.4555%2020.554%2017.4249%2022.3731%2017.4543%2022.8299C17.6114%2025.3188%2024.1592%2025.8621%2024.5268%2031.6922C24.8158%2036.2785%2022.0938%2039.416%2018.172%2039.6636C13.4645%2039.9606%2010.873%2037.184%2010.873%2037.184L11.8705%2032.9413C11.8705%2032.9413%2014.4792%2034.9096%2016.5673%2034.7777C17.931%2034.6912%2018.4183%2033.5819%2018.3691%2032.7975C18.164%2029.5508%2012.8319%2029.7426%2012.4951%2024.4079C12.2114%2019.9188%2015.1598%2015.3698%2021.665%2014.9596C24.1712%2014.7985%2025.4536%2015.4377%2025.4536%2015.4377Z%22%20fill%3D%22white%22%2F%3E%0A%3C%2Fg%3E%0A%3Cdefs%3E%0A%3CclipPath%20id%3D%22clip0_14430_15244%22%3E%0A%3Crect%20fill%3D%22white%22%20height%3D%2248%22%20transform%3D%22translate\(3\)%22%20width%3D%2242.4%22%2F%3E%0A%3C%2FclipPath%3E%0A%3C%2Fdefs%3E%0A%3C%2Fsvg%3E%0A)Shopify · ![](data:image/svg+xml;utf8,%3Csvg%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%20fill%3D%22none%22%20height%3D%2248%22%20viewBox%3D%220%200%2048%2048%22%20width%3D%2248%22%3E%0A%3Crect%20width%3D%2248%22%20height%3D%2248%22%20rx%3D%2210%22%20fill%3D%22%232CA01C%22%2F%3E%0A%3Cpath%20transform%3D%22translate\(9%209\)%20scale\(1.25\)%22%20fill%3D%22%23fff%22%20d%3D%22M12%200A12%2012%200%200%200%200%2012a12%2012%200%200%200%2012%2012%2012%2012%200%200%200%2012-12A12%2012%200%200%200%2012%200zm.642%204.1335c.9554%200%201.7296.776%201.7296%201.7332v9.0667h1.6c1.614%200%202.9275-1.3156%202.9275-2.933%200-1.6173-1.3136-2.9333-2.9276-2.9333h-.6654V7.3334h.6654c2.5722%200%204.6577%202.0897%204.6577%204.667%200%202.5774-2.0855%204.6666-4.6577%204.6666H12.642zM7.9837%207.333h3.3291v12.533c-.9555%200-1.73-.7759-1.73-1.7332V9.0662H7.9837c-1.6146%200-2.9277%201.316-2.9277%202.9334%200%201.6175%201.3131%202.9333%202.9277%202.9333h.6654v1.7332h-.6654c-2.5725%200-4.6577-2.0892-4.6577-4.6665%200-2.5771%202.0852-4.6666%204.6577-4.6666Z%22%2F%3E%0A%3C%2Fsvg%3E%0A)QuickBooks · ![](data:image/svg+xml;utf8,%3Csvg%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%20viewBox%3D%220%200%2024%2024%22%3E%3Cpath%20fill%3D%22%230866FF%22%20d%3D%22M24%2012.073c0-6.627-5.373-12-12-12s-12%205.373-12%2012c0%205.99%204.388%2010.954%2010.125%2011.854v-8.385H7.078v-3.47h3.047V9.43c0-3.007%201.792-4.669%204.533-4.669%201.312%200%202.686.235%202.686.235v2.953H15.83c-1.491%200-1.956.925-1.956%201.874v2.25h3.328l-.532%203.47h-2.796v8.385C19.612%2023.027%2024%2018.062%2024%2012.073z%22%2F%3E%3C%2Fsvg%3E%0A)Facebook Ads · AuthorizeConnected · Endpoint · Balance Sheet rep… · A/P Aging Summary… · A/R Aging Summary… · Accounts ![](data:image/svg+xml;utf8,%3Csvg%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%20fill%3D%22none%22%20height%3D%2248%22%20viewBox%3D%220%200%2048%2048%22%20width%3D%2248%22%3E%0A%3Crect%20width%3D%2248%22%20height%3D%2248%22%20rx%3D%2210%22%20fill%3D%22%232CA01C%22%2F%3E%0A%3Cpath%20transform%3D%22translate\(9%209\)%20scale\(1.25\)%22%20fill%3D%22%23fff%22%20d%3D%22M12%200A12%2012%200%200%200%200%2012a12%2012%200%200%200%2012%2012%2012%2012%200%200%200%2012-12A12%2012%200%200%200%2012%200zm.642%204.1335c.9554%200%201.7296.776%201.7296%201.7332v9.0667h1.6c1.614%200%202.9275-1.3156%202.9275-2.933%200-1.6173-1.3136-2.9333-2.9276-2.9333h-.6654V7.3334h.6654c2.5722%200%204.6577%202.0897%204.6577%204.667%200%202.5774-2.0855%204.6666-4.6577%204.6666H12.642zM7.9837%207.333h3.3291v12.533c-.9555%200-1.73-.7759-1.73-1.7332V9.0662H7.9837c-1.6146%200-2.9277%201.316-2.9277%202.9334%200%201.6175%201.3131%202.9333%202.9277%202.9333h.6654v1.7332h-.6654c-2.5725%200-4.6577-2.0892-4.6577-4.6665%200-2.5771%202.0852-4.6666%204.6577-4.6666Z%22%2F%3E%0A%3C%2Fsvg%3E%0A)Balance Sheet rep… · 12 fields · start\_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](/data-storages), and you can change it. * Each run stores the report with its period, basis and time * Every run is logged in Run History ![](https://cdn.owox.com/www/portfolio-management-data-storage/aws-athena/logo/1.png/public)Destination · AWS Athena · Database · quickbooks · Table · report\_balance\_sheet · Run Run History · Pending · Running · SuccessIncremental load ![](https://cdn.owox.com/www/portfolio-management-data-storage/aws-athena/logo/1.png/public)Table · quickbooks.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 ![](https://cdn.owox.com/www/portfolio-management-data-storage/aws-athena/logo/1.png/public)quickbooks.report\_balance\_sheet · Output schema · Field · Descriptionstart\_period · First day of the reporting… · end\_period · Last day of the reporting period. · report\_basis · Cash or Accrual (absent on… · currency · Currency code the report… · report\_rows · Nested 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](/product/data-modeling). * Each statement carries realm\_id and its period * Add a budget table to compare plan with fact ![](data:image/svg+xml;utf8,%3Csvg%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%20fill%3D%22none%22%20height%3D%2248%22%20viewBox%3D%220%200%2048%2048%22%20width%3D%2248%22%3E%0A%3Crect%20width%3D%2248%22%20height%3D%2248%22%20rx%3D%2210%22%20fill%3D%22%232CA01C%22%2F%3E%0A%3Cpath%20transform%3D%22translate\(9%209\)%20scale\(1.25\)%22%20fill%3D%22%23fff%22%20d%3D%22M12%200A12%2012%200%200%200%200%2012a12%2012%200%200%200%2012%2012%2012%2012%200%200%200%2012-12A12%2012%200%200%200%2012%200zm.642%204.1335c.9554%200%201.7296.776%201.7296%201.7332v9.0667h1.6c1.614%200%202.9275-1.3156%202.9275-2.933%200-1.6173-1.3136-2.9333-2.9276-2.9333h-.6654V7.3334h.6654c2.5722%200%204.6577%202.0897%204.6577%204.667%200%202.5774-2.0855%204.6666-4.6577%204.6666H12.642zM7.9837%207.333h3.3291v12.533c-.9555%200-1.73-.7759-1.73-1.7332V9.0662H7.9837c-1.6146%200-2.9277%201.316-2.9277%202.9334%200%201.6175%201.3131%202.9333%202.9277%202.9333h.6654v1.7332h-.6654c-2.5725%200-4.6577-2.0892-4.6577-4.6665%200-2.5771%202.0852-4.6666%204.6577-4.6666Z%22%2F%3E%0A%3C%2Fsvg%3E%0A)Company info · realm\_id · company\_name · country ![](data:image/svg+xml;utf8,%3Csvg%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%20fill%3D%22none%22%20height%3D%2248%22%20viewBox%3D%220%200%2048%2048%22%20width%3D%2248%22%3E%0A%3Crect%20width%3D%2248%22%20height%3D%2248%22%20rx%3D%2210%22%20fill%3D%22%232CA01C%22%2F%3E%0A%3Cpath%20transform%3D%22translate\(9%209\)%20scale\(1.25\)%22%20fill%3D%22%23fff%22%20d%3D%22M12%200A12%2012%200%200%200%200%2012a12%2012%200%200%200%2012%2012%2012%2012%200%200%200%2012-12A12%2012%200%200%200%2012%200zm.642%204.1335c.9554%200%201.7296.776%201.7296%201.7332v9.0667h1.6c1.614%200%202.9275-1.3156%202.9275-2.933%200-1.6173-1.3136-2.9333-2.9276-2.9333h-.6654V7.3334h.6654c2.5722%200%204.6577%202.0897%204.6577%204.667%200%202.5774-2.0855%204.6666-4.6577%204.6666H12.642zM7.9837%207.333h3.3291v12.533c-.9555%200-1.73-.7759-1.73-1.7332V9.0662H7.9837c-1.6146%200-2.9277%201.316-2.9277%202.9334%200%201.6175%201.3131%202.9333%202.9277%202.9333h.6654v1.7332h-.6654c-2.5725%200-4.6577-2.0892-4.6577-4.6665%200-2.5771%202.0852-4.6666%204.6577-4.6666Z%22%2F%3E%0A%3C%2Fsvg%3E%0A)Balance Sheet rep… · realm\_id · report\_basis · end\_period ![](data:image/svg+xml;utf8,%3Csvg%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%20fill%3D%22none%22%20height%3D%2248%22%20viewBox%3D%220%200%2048%2048%22%20width%3D%2248%22%3E%0A%3Crect%20width%3D%2248%22%20height%3D%2248%22%20rx%3D%2210%22%20fill%3D%22%232CA01C%22%2F%3E%0A%3Cpath%20transform%3D%22translate\(9%209\)%20scale\(1.25\)%22%20fill%3D%22%23fff%22%20d%3D%22M12%200A12%2012%200%200%200%200%2012a12%2012%200%200%200%2012%2012%2012%2012%200%200%200%2012-12A12%2012%200%200%200%2012%200zm.642%204.1335c.9554%200%201.7296.776%201.7296%201.7332v9.0667h1.6c1.614%200%202.9275-1.3156%202.9275-2.933%200-1.6173-1.3136-2.9333-2.9276-2.9333h-.6654V7.3334h.6654c2.5722%200%204.6577%202.0897%204.6577%204.667%200%202.5774-2.0855%204.6666-4.6577%204.6666H12.642zM7.9837%207.333h3.3291v12.533c-.9555%200-1.73-.7759-1.73-1.7332V9.0662H7.9837c-1.6146%200-2.9277%201.316-2.9277%202.9334%200%201.6175%201.3131%202.9333%202.9277%202.9333h.6654v1.7332h-.6654c-2.5725%200-4.6577-2.0892-4.6577-4.6665%200-2.5771%202.0852-4.6666%204.6577-4.6666Z%22%2F%3E%0A%3C%2Fsvg%3E%0A)Profit and Loss r… · realm\_id · start\_period · end\_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 Schedule · Run on a schedule · Daily 09:00 Backfill · Run backfill Run History · Daily schedule · Manual backfill · Daily schedule ## S06 · Step 6 ## Step 6: Reuse the same QuickBooks table everywhere One table feeds your [data model](/product/data-modeling), [spreadsheets](/product/spreadsheets), [dashboards](/product/dashboards), [AI assistants](/product/ai-assistants) and scheduled insights in Slack or email. * Define the position once * Every report reads the same snapshot ![](data:image/svg+xml;utf8,%3Csvg%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%20fill%3D%22none%22%20height%3D%2248%22%20viewBox%3D%220%200%2048%2048%22%20width%3D%2248%22%3E%0A%3Crect%20width%3D%2248%22%20height%3D%2248%22%20rx%3D%2210%22%20fill%3D%22%232CA01C%22%2F%3E%0A%3Cpath%20transform%3D%22translate\(9%209\)%20scale\(1.25\)%22%20fill%3D%22%23fff%22%20d%3D%22M12%200A12%2012%200%200%200%200%2012a12%2012%200%200%200%2012%2012%2012%2012%200%200%200%2012-12A12%2012%200%200%200%2012%200zm.642%204.1335c.9554%200%201.7296.776%201.7296%201.7332v9.0667h1.6c1.614%200%202.9275-1.3156%202.9275-2.933%200-1.6173-1.3136-2.9333-2.9276-2.9333h-.6654V7.3334h.6654c2.5722%200%204.6577%202.0897%204.6577%204.667%200%202.5774-2.0855%204.6666-4.6577%204.6666H12.642zM7.9837%207.333h3.3291v12.533c-.9555%200-1.73-.7759-1.73-1.7332V9.0662H7.9837c-1.6146%200-2.9277%201.316-2.9277%202.9334%200%201.6175%201.3131%202.9333%202.9277%202.9333h.6654v1.7332h-.6654c-2.5725%200-4.6577-2.0892-4.6577-4.6665%200-2.5771%202.0852-4.6666%204.6577-4.6666Z%22%2F%3E%0A%3C%2Fsvg%3E%0A)QuickBooks · Data Mart · Published Your data model ![](https://cdn.owox.com/www/portfolio-management-data-destination/google-sheets/logo/1.svg/public)Google Sheets ![](https://cdn.owox.com/www/portfolio-management-data-destination/data-studio/logo/1.svg/public)Data Studio dashboards ![](https://cdn.owox.com/www/portfolio-management-data-destination/claude/logo/2.svg/public)Claude, ChatGPT ![](https://cdn.owox.com/www/portfolio-management-data-destination/slack/logo/2.svg/public)Slack, email ## Related connectors [QuickBooks to Claude](/connectors/quickbooks-connector-to-claude)[Stripe to AWS Athena](/connectors/stripe-connector-to-aws-athena)[QuickBooks to ChatGPT](/connectors/quickbooks-connector-to-chatgpt)[Facebook Ads to AWS Athena](/connectors/free-facebook-ads-connector-to-aws-athena)[Google Ads to AWS Athena](/connectors/free-google-ads-connector-to-aws-athena)[Microsoft Ads to AWS Athena](/connectors/free-microsoft-ads-connector-to-aws-athena)[TikTok Ads to AWS Athena](/connectors/free-tiktok-ads-connector-to-aws-athena)[Bank of Canada to AWS Athena](/connectors/bank-of-canada-connector-to-aws-athena)[Criteo Ads to AWS Athena](/connectors/free-criteo-ads-connector-to-aws-athena) · Show 6 more · Show fewer ## Recent updates * [0.41.0 · Rotating a warehouse key is one change: Storages share reusable Credentials](https://docs.owox.com/docs/changelog/#rotating-a-warehouse-key-is-one-change-storages-share-reusable-credentials-0410) * [0.41.0 · Dates from Google Sheets arrive as dates, not text](https://docs.owox.com/docs/changelog/#dates-from-google-sheets-arrive-as-dates-not-text-0410) * [0.41.0 · Shared SQL logic stays in one place: build a Data Mart on top of another](https://docs.owox.com/docs/changelog/#shared-sql-logic-stays-in-one-place-build-a-data-mart-on-top-of-another-0410) * [0.41.0 · Rotating a connector key is one change: Sources share reusable Credentials](https://docs.owox.com/docs/changelog/#rotating-a-connector-key-is-one-change-sources-share-reusable-credentials-0410) * [0.40.0 · Connecting a plan from Google Sheets takes fewer guesses](https://docs.owox.com/docs/changelog/#connecting-a-plan-from-google-sheets-takes-fewer-guesses-0400) ## 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. [Book a call](/book-a-call) [Get started free](https://www.owox.com/app-signup) ## Links Pages this page links to, on this site and on docs.owox.com. Where the page has a Markdown twin, its address follows the link. - [Get started free](https://www.owox.com/app-signup) - [A/P Aging Summary reportA/P Aging Summary as of report_date (window end): one row per vendor with…](https://www.owox.com/data-sources/quickbooks) — /data-sources/quickbooks.md - [data warehouse](https://www.owox.com/data-storages) — /data-storages.md - [data source](https://www.owox.com/data-sources) — /data-sources.md - [data model](https://www.owox.com/product/data-modeling) — /product/data-modeling.md - [spreadsheets](https://www.owox.com/product/spreadsheets) — /product/spreadsheets.md - [dashboards](https://www.owox.com/product/dashboards) — /product/dashboards.md - [AI assistants](https://www.owox.com/product/ai-assistants) — /product/ai-assistants.md - [QuickBooks to Claude](https://www.owox.com/connectors/quickbooks-connector-to-claude) — /connectors/quickbooks-connector-to-claude.md - [Stripe to AWS Athena](https://www.owox.com/connectors/stripe-connector-to-aws-athena) — /connectors/stripe-connector-to-aws-athena.md - [QuickBooks to ChatGPT](https://www.owox.com/connectors/quickbooks-connector-to-chatgpt) — /connectors/quickbooks-connector-to-chatgpt.md - [Facebook Ads to AWS Athena](https://www.owox.com/connectors/free-facebook-ads-connector-to-aws-athena) — /connectors/free-facebook-ads-connector-to-aws-athena.md - [Google Ads to AWS Athena](https://www.owox.com/connectors/free-google-ads-connector-to-aws-athena) — /connectors/free-google-ads-connector-to-aws-athena.md - [Microsoft Ads to AWS Athena](https://www.owox.com/connectors/free-microsoft-ads-connector-to-aws-athena) — /connectors/free-microsoft-ads-connector-to-aws-athena.md - [TikTok Ads to AWS Athena](https://www.owox.com/connectors/free-tiktok-ads-connector-to-aws-athena) — /connectors/free-tiktok-ads-connector-to-aws-athena.md - [Bank of Canada to AWS Athena](https://www.owox.com/connectors/bank-of-canada-connector-to-aws-athena) — /connectors/bank-of-canada-connector-to-aws-athena.md - [Criteo Ads to AWS Athena](https://www.owox.com/connectors/free-criteo-ads-connector-to-aws-athena) — /connectors/free-criteo-ads-connector-to-aws-athena.md - [0.41.0 · Rotating a warehouse key is one change: Storages share reusable Credentials](https://docs.owox.com/docs/changelog) - [Book a call](https://www.owox.com/book-a-call) — /book-a-call.md