---
title: "QuickBooks to ChatGPT | OWOX"
canonical: "https://www.owox.com/connectors/quickbooks-connector-to-chatgpt"
updated: "2026-11-09"
---

# Ask ChatGPT about QuickBooks customers

Load QuickBooks into your data warehouse first, join customers to what they were billed and credited, then ask ChatGPT who owes what. ChatGPT reads a Data Mart you published through OWOX, not the QuickBooks account.

![](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-destination/chatgpt/logo/2.svg/public)ChatGPT · 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 ChatGPT needs your data warehouse, not the QuickBooks account

ChatGPT reading QuickBooks directly sees one customer record at a time. A balance only means something beside the invoices and credit memos behind it, and those are linked in a [data warehouse](/data-storages), where the data analyst has already joined them on the customer.

*   A customer record holds one open balance, not the activity that made it
*   The data analyst joins invoices to credit memos on customer\_id
*   ChatGPT answers from a published Data Mart, with the same definitions every time

![](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 · Customers, balance

![](https://cdn.owox.com/www/portfolio-management-data-destination/chatgpt/logo/2.svg/public)ChatGPT

No link to credits

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Invoices · What was billed

Credit memos · Credits issued

## S01 · Step 1

## Step 1: Load QuickBooks into your data warehouse first

Create a Data Mart with QuickBooks as the [data source](/data-sources) and choose where the data lands. The QuickBooks connector is a custom connector built in OWOX Data Marts, and the data goes into any popular data warehouse.

*   Customers is one of 26 endpoints, each in its own table
*   Authorize QuickBooks Online with OAuth and give the company (realm) id
*   Open the QuickBooks connector for your data warehouse below

[Google BigQuery](/connectors/quickbooks-connector-to-google-bigquery)

[AWS Athena](/connectors/quickbooks-connector-to-aws-athena)

[Snowflake](/connectors/quickbooks-connector-to-snowflake)

[AWS Redshift](/connectors/quickbooks-connector-to-aws-redshift)

[Databricks](/connectors/quickbooks-connector-to-databricks)

![](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

Your data warehouse · 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BigQuery · ![](data:image/svg+xml;utf8,%3Csvg%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%20viewBox%3D%220%200%2048%2048%22%20fill%3D%22none%22%3E%3Cpath%20d%3D%22M48%2029.0142L24%2026.0256L0%2029.0142L24%2048L48%2029.0142Z%22%20fill%3D%22%23FCBF92%22%2F%3E%3Cpath%20d%3D%22M0%2029.0142L24%2036.2676V48L0%2035.8398V29.0142Z%22%20fill%3D%22%239D5025%22%2F%3E%3Cpath%20d%3D%22M48%2029.0142L24%2036.2676V48L48%2035.8398V29.0142Z%22%20fill%3D%22%23F58534%22%2F%3E%3Cpath%20d%3D%22M3.099%2018.7008H0V25.5978L3.099%2026.1684L6.5436%2022.4742L3.099%2018.7014V18.7008Z%22%20fill%3D%22%239D5025%22%2F%3E%3Cpath%20d%3D%22M6.54421%2025.8828L3.09961%2026.1678V18.7008H6.54421V25.8828Z%22%20fill%3D%22%23F58534%22%2F%3E%3Cpath%20d%3D%22M8.86613%2010.0992L4.78613%2010.8768V26.5248L8.86613%2027.3804L12.6005%2018.7002L8.86613%2010.0986V10.0992Z%22%20fill%3D%22%239D5025%22%2F%3E%3Cpath%20d%3D%22M12.6%2026.9526L8.86621%2027.3804V10.0992L12.6%2010.527V26.9526Z%22%20fill%3D%22%23F58534%22%2F%3E%3Cpath%20d%3D%22M16.8213%2013.5798L11.1885%2014.1504V27.873L16.8213%2029.0142L22.8003%2021.261L16.8213%2013.5798Z%22%20fill%3D%22%239D5025%22%2F%3E%3Cpath%20d%3D%22M20.6187%2028.3722L16.8213%2029.0142V13.5798L20.6187%2013.8648V28.3722Z%22%20fill%3D%22%23F58534%22%2F%3E%3Cpath%20d%3D%22M23.9995%201.134L20.2021%202.3466V29.6562L23.9995%2030.4332L27.7969%2015.7836L23.9995%201.134Z%22%20fill%3D%22%239D5025%22%2F%3E%3Cpath%20d%3D%22M27.5156%2028.3722L31.1792%2029.0142L36.812%2018.7008L31.1792%208.4588L27.5156%209.0294V28.3722Z%22%20fill%3D%22%239D5025%22%2F%3E%3Cpath%20d%3D%22M35.3281%2026.9532L39.1327%2027.381L43.2127%2014.3646L39.1327%201.4196L35.3281%202.3466V26.9532Z%22%20fill%3D%22%239D5025%22%2F%3E%3Cpath%20d%3D%22M41.4551%2025.8828L44.8997%2026.1678L47.9987%2013.2948L44.8997%200L41.4551%200.8556V25.8828Z%22%20fill%3D%22%239D5025%22%2F%3E%3Cpath%20d%3D%22M24%201.134L27.7974%202.3466V29.6562L24%2030.4332V1.134ZM36.8118%209.6L31.179%208.4588V29.0142L36.8118%2027.873V9.6ZM43.2144%203.06L39.1344%201.4196V27.381L43.2144%2026.5248V3.06ZM48%201.5618L44.901%200V26.1684L48%2025.5978V1.5618Z%22%20fill%3D%22%23F58534%22%2F%3E%3C%2Fsvg%3E%0A)AWS Athena · ![](data:image/svg+xml;utf8,%3Csvg%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%20viewBox%3D%220%200%2048%2048%22%20fill%3D%22%2329B5E8%22%3E%3Cpath%20d%3D%22M41.1492%2036.5821L31.017%2030.7288C29.5935%2029.9092%2027.7733%2030.3966%2026.9494%2031.8201C26.6302%2032.3808%2026.5051%2032.9976%2026.5655%2033.5972V45.0365C26.5655%2046.6712%2027.894%2047.9998%2029.5331%2047.9998C31.1679%2047.9998%2032.4965%2046.6712%2032.4965%2045.0365V38.4585L38.173%2041.7367C39.5964%2042.5605%2041.421%2042.0688%2042.2405%2040.6454C43.0644%2039.2219%2042.577%2037.4017%2041.1492%2036.5821Z%22%2F%3E%3Cpath%20d%3D%22M15.949%2024.039C15.9663%2022.9822%2015.4099%2021.9987%2014.4954%2021.4682L4.36313%2015.6192C3.92316%2015.3647%203.41849%2015.231%202.91381%2015.231C1.87427%2015.231%200.908061%2015.7874%200.390448%2016.6846C-0.411852%2018.0735%200.0669408%2019.855%201.45587%2020.6573L7.29627%2024.0261L1.45587%2027.3992C0.782972%2027.7874%200.299866%2028.4128%200.101448%2029.1634C-0.101284%2029.9139%200.00223886%2030.699%200.390448%2031.3719C0.908061%2032.2691%201.87427%2032.8255%202.9095%2032.8255C3.41849%2032.8255%203.92316%2032.6918%204.36313%2032.4373L14.4954%2026.5883C15.4012%2026.062%2015.9577%2025.0872%2015.949%2024.039Z%22%2F%3E%3Cpath%20d%3D%22M6.6628%2011.4738L16.7951%2017.3228C17.977%2018.0086%2019.4349%2017.7843%2020.3666%2016.8742C20.9576%2016.3307%2021.3242%2015.5543%2021.3242%2014.6916V2.96765C21.3242%201.32854%2019.9957%200%2018.3609%200C16.7217%200%2015.3932%201.32854%2015.3932%202.96765V9.64054L9.63907%206.31919C8.21564%205.49532%206.39536%205.98274%205.5715%207.40618C4.74763%208.82962%205.23936%2010.6499%206.6628%2011.4738Z%22%2F%3E%3Cpath%20d%3D%22M29.4459%2024.5131C29.4459%2024.7374%2029.3165%2025.048%2029.1569%2025.2119L25.1411%2029.2277C24.9815%2029.3873%2024.6666%2029.5167%2024.4423%2029.5167H23.42C23.1957%2029.5167%2022.8808%2029.3873%2022.7212%2029.2277L18.7011%2025.2119C18.5415%2025.048%2018.4121%2024.7374%2018.4121%2024.5131V23.4908C18.4121%2023.2622%2018.5415%2022.9516%2018.7011%2022.792L22.7212%2018.7719C22.8808%2018.6123%2023.1957%2018.4829%2023.42%2018.4829H24.4423C24.6666%2018.4829%2024.9815%2018.6123%2025.1411%2018.7719L29.1569%2022.792C29.3165%2022.9516%2029.4459%2023.2622%2029.4459%2023.4908V24.5131ZM25.8614%2024.0214V23.9782C25.8614%2023.8143%2025.7665%2023.5857%2025.6501%2023.4649L24.4639%2022.2831C24.3474%2022.1623%2024.1188%2022.0674%2023.9506%2022.0674H23.9074C23.7435%2022.0674%2023.5149%2022.1623%2023.3941%2022.2831L22.2123%2023.4649C22.0958%2023.5814%2022.0009%2023.81%2022.0009%2023.9782V24.0214C22.0009%2024.1896%2022.0958%2024.4182%2022.2123%2024.5347L23.3941%2025.7209C23.5149%2025.8373%2023.7435%2025.9322%2023.9074%2025.9322H23.9506C24.1188%2025.9322%2024.3474%2025.8373%2024.4639%2025.7209L25.6501%2024.5347C25.7665%2024.4182%2025.8614%2024.1896%2025.8614%2024.0214Z%22%2F%3E%3Cpath%20d%3D%22M31.0158%2017.3228L41.1481%2011.4738C42.5715%2010.6542%2043.0632%208.82962%2042.2394%207.40618C41.4155%205.98274%2039.5952%205.49532%2038.1718%206.31919L32.4953%209.59741V2.96765C32.4953%201.32854%2031.1667%200%2029.532%200C27.8928%200%2026.5643%201.32854%2026.5643%202.96765V14.4587C26.5082%2015.0539%2026.6247%2015.675%2026.9482%2016.2358C27.7721%2017.6592%2029.5923%2018.1467%2031.0158%2017.3228Z%22%2F%3E%3Cpath%20d%3D%22M18.8267%2030.3841C18.1538%2030.2546%2017.4335%2030.3625%2016.7951%2030.7291L6.6628%2036.5825C5.23936%2037.402%204.74763%2039.2223%205.5715%2040.6457C6.39536%2042.0735%208.21564%2042.5609%209.63907%2041.737L15.3932%2038.4157V45.0368C15.3932%2046.6716%2016.7217%2048.0002%2018.3609%2048.0002C19.9957%2048.0002%2021.3242%2046.6716%2021.3242%2045.0368V33.3129C21.3242%2031.8334%2020.2415%2030.6083%2018.8267%2030.3841Z%22%2F%3E%3Cpath%20d%3D%22M47.4814%2016.6501C46.6618%2015.2223%2044.8372%2014.7349%2043.4138%2015.5588L33.2815%2021.4078C32.311%2021.9685%2031.7761%2022.9951%2031.7934%2024.039C31.7847%2025.0785%2032.3196%2026.0922%2033.2815%2026.6443L43.4138%2032.4977C44.8372%2033.3172%2046.6575%2032.8298%2047.4814%2031.4064C48.3052%2029.9829%2047.8135%2028.1626%2046.3901%2027.3388L40.6532%2024.0261L46.3901%2020.7133C47.8178%2019.8938%2048.3052%2018.0735%2047.4814%2016.6501Z%22%2F%3E%3C%2Fsvg%3E%0A)Snowflake · ![](data:image/svg+xml;utf8,%3Csvg%20viewBox%3D%220%200%2048%2048%22%20fill%3D%22none%22%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%3E%20%3Cpath%20d%3D%22M2%208.48783L5.5122%207.02441V40.9756L2%2039.5122V8.48783Z%22%20fill%3D%22%23205B98%22%20%2F%3E%20%3Cpath%20d%3D%22M5.51172%207.02441L12.2434%208.48783V39.5122L5.51172%2040.9756V7.02441Z%22%20fill%3D%22%235294CF%22%20%2F%3E%20%3Cpath%20d%3D%22M12.2441%203.5122L18%200V48L12.2441%2044.4878V3.5122Z%22%20fill%3D%22%23205B98%22%20%2F%3E%20%3Cpath%20d%3D%22M18%200H30V48H18V0Z%22%20fill%3D%22%232D72B8%22%20%2F%3E%20%3Cpath%20d%3D%22M35.3665%203.5122L30%200V48L35.3665%2044.4878V3.5122Z%22%20fill%3D%22%235294CF%22%20%2F%3E%20%3Cpath%20d%3D%22M45.6099%208.48783L42.0977%207.02441V40.9756L45.6099%2039.5122V8.48783Z%22%20fill%3D%22%235294CF%22%20%2F%3E%20%3Cpath%20d%3D%22M42.0969%207.02441L35.3652%208.48783V39.5122L42.0969%2040.9756V7.02441Z%22%20fill%3D%22%23205B98%22%20%2F%3E%20%3C%2Fsvg%3E%0A)AWS Redshift · ![](data:image/svg+xml;utf8,%3Csvg%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%20viewBox%3D%220%200%2048%2048%22%20fill%3D%22none%22%3E%3Cpath%20d%3D%22M45.8905%2035.0619V26.9571L45.0149%2026.4095L24%2037.9095L4.0796%2026.9571V22.2476L24%2033.0905L46%2021.1524V13.1571L45.1244%2012.6095L24%2024.219L4.84577%2013.7048L24%203.19048L39.4328%2011.6238L40.6368%2010.9667V10.0905L24%201L2%2012.9381V14.1429L24%2026.1905L43.9204%2015.2381V20.0571L24%2031.0095L2.87562%2019.4L2%2019.9476V28.0524L24%2039.9905L43.9204%2029.1476V33.8571L24%2044.8095L2.87562%2033.3095L2%2033.8571V35.0619L24%2047L45.8905%2035.0619Z%22%20fill%3D%22%23FF3621%22%2F%3E%3C%2Fsvg%3E%0A)Databricks

![](data:image/svg+xml;utf8,%3Csvg%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%20viewBox%3D%220%200%2048%2048%22%20fill%3D%22none%22%3E%3Cpath%20d%3D%22M10.6842%2044.2221L0.419465%2026.278C-0.139822%2025.3001%20-0.139822%2023.6999%200.419465%2022.722L10.6842%204.77786C11.2435%203.79993%2012.6166%203%2013.7355%203H34.265C35.3838%203%2036.7567%203.79993%2037.3163%204.77786L47.5801%2022.722C48.14%2023.6999%2048.14%2025.3001%2047.5801%2026.278L37.3163%2044.2221C36.7567%2045.2001%2035.3838%2046%2034.265%2046H13.7355C12.6166%2046%2011.2435%2045.2001%2010.6842%2044.2221Z%22%20fill%3D%22%234486FA%22%2F%3E%3Cpath%20d%3D%22M30.6154%2018.3848L43.6923%2032.8463L37.3828%2043.85C36.8268%2044.8118%2035.4628%2045.5986%2034.3511%2045.5986L17.5385%2030.0771L30.6154%2018.3848Z%22%20fill%3D%22%233778ED%22%2F%3E%3Cpath%20d%3D%22M24.1539%2033.1537C28.997%2033.1537%2032.9231%2029.2276%2032.9231%2024.3845C32.9231%2019.5414%2028.997%2015.6152%2024.1539%2015.6152C19.3108%2015.6152%2015.3846%2019.5414%2015.3846%2024.3845C15.3846%2029.2276%2019.3108%2033.1537%2024.1539%2033.1537Z%22%20fill%3D%22white%22%2F%3E%3Cpath%20d%3D%22M31.2681%2029.2331L34.3825%2032.3476C34.7428%2032.7079%2034.7428%2033.2925%2034.3825%2033.6528L33.7296%2034.3057C33.3693%2034.666%2032.7847%2034.666%2032.4244%2034.3057L29.3099%2031.1913C28.9496%2030.831%2028.9496%2030.2464%2029.3099%2029.886L29.9628%2029.2331C30.3231%2028.8728%2030.9077%2028.8728%2031.2681%2029.2331Z%22%20fill%3D%22white%22%2F%3E%3Cpath%20d%3D%22M24.1538%2031.0003C27.8074%2031.0003%2030.7692%2028.0385%2030.7692%2024.3849C30.7692%2020.7313%2027.8074%2017.7695%2024.1538%2017.7695C20.5003%2017.7695%2017.5385%2020.7313%2017.5385%2024.3849C17.5385%2028.0385%2020.5003%2031.0003%2024.1538%2031.0003Z%22%20fill%3D%22%234486FA%22%2F%3E%3Cpath%20d%3D%22M24.1538%2029.4615C26.9577%2029.4615%2029.2308%2027.1884%2029.2308%2024.3845C29.2308%2021.5806%2026.9577%2019.3076%2024.1538%2019.3076C21.3499%2019.3076%2019.0769%2021.5806%2019.0769%2024.3845C19.0769%2027.1884%2021.3499%2029.4615%2024.1538%2029.4615Z%22%20fill%3D%22%234486FA%22%2F%3E%3Cpath%20fill-rule%3D%22evenodd%22%20clip-rule%3D%22evenodd%22%20d%3D%22M23.3846%2021.4619H25.2308V29.4619H23.3846V21.4619ZM26.4615%2024.8465H28.3077V28.5388H26.4615V24.8465ZM21.8462%2023.6158H20V28.5388H21.8462V23.6158Z%22%20fill%3D%22white%22%2F%3E%3C%2Fsvg%3E%0A)quickbooks.customer

## S02 · Step 2

## Step 2: Link QuickBooks customers to invoices and credit memos

In your data warehouse the [data model](/product/data-modeling) joins Invoices and Credit memos on customer\_id, so a question about a customer's balance can be answered from what was billed and what was credited.

*   Invoices and credit memos join on customer\_id
*   A customer's balance sits beside the invoices and credits that make it up
*   Definitions are written once, so the answer does not drift

Invoices · What was billed

Credit memos · Credits issued

Customer ledger · Billed less credited · customer\_id

## S03 · Step 3

## Step 3: Connect ChatGPT to your QuickBooks data through OWOX

In ChatGPT, open Plugins, choose Install plugin, find OWOX Data Marts and sign in. ChatGPT then sees the Data Marts you published, and only those.

*   Only published Data Marts are visible, nothing else in your data warehouse
*   The Data Mart you published is the one it reads

![](https://cdn.owox.com/www/portfolio-management-data-destination/chatgpt/logo/2.svg/public)ChatGPT · Connectors · OWOX MCP · AddConnected

Data marts · Customer ledger · Invoices · Credit memos

## S04 · Step 4

## Step 4: Ask ChatGPT about who owes you money

Ask in plain words, for example which customers carry the largest balance. ChatGPT finds the Data Mart that answers it, runs the query and reads the result from your data warehouse.

*   The answer reads Customers in your data warehouse, not the QuickBooks API
*   Balances can be read beside invoices and credit memos

![](https://cdn.owox.com/www/portfolio-management-data-destination/chatgpt/logo/2.svg/public)ChatGPT · Show balance by display\_name · get\_relevant\_data\_marts\_by\_prompt · query\_data\_mart · display\_name · balance · active

## S05 · Step 5

## Step 5: Reuse QuickBooks customer answers as files

Optional: in one click, export the answer or its source data to Google Sheets, CSV or XLS to check it or share it.

*   The export carries the same numbers as the answer
*   Share it with a colleague who does not use ChatGPT

Answer · display\_name

Export · ![](https://cdn.owox.com/www/portfolio-management-data-destination/google-sheets/logo/1.svg/public)Google Sheets · CSV · XLS · One click

## Related connectors

[QuickBooks to AWS Athena](/connectors/quickbooks-connector-to-aws-athena)[QuickBooks to AWS Redshift](/connectors/quickbooks-connector-to-aws-redshift)[QuickBooks to Claude](/connectors/quickbooks-connector-to-claude)[QuickBooks to Data Studio](/connectors/quickbooks-connector-to-data-studio)[QuickBooks to Databricks](/connectors/quickbooks-connector-to-databricks)[QuickBooks to Google BigQuery](/connectors/quickbooks-connector-to-google-bigquery)[QuickBooks to Google Sheets](/connectors/quickbooks-connector-to-google-sheets)[QuickBooks to Microsoft Excel](/connectors/quickbooks-connector-to-microsoft-excel)[QuickBooks to Snowflake](/connectors/quickbooks-connector-to-snowflake) · Show 6 more · Show fewer

## Recent updates

*   [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 · 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)
*   [0.39.0 · Reload a year of history in one backfill, not twelve](https://docs.owox.com/docs/changelog/#reload-a-year-of-history-in-one-backfill-not-twelve-0390)
*   [0.39.0 · Long Facebook Ads imports no longer fail on a corrupted response](https://docs.owox.com/docs/changelog/#long-facebook-ads-imports-no-longer-fail-on-a-corrupted-response-0390)

## Why OWOX

## Why OWOX for QuickBooks in ChatGPT

Letting ChatGPT call the QuickBooks API gets one record into a chat. OWOX also keeps the data yours, joined and defined once, so the answer is one you can check.

*   **You own the data.** QuickBooks lands in your own data warehouse, in tables you control.
*   **Balances with their cause.** Customer activity joins on customer\_id, so ChatGPT can say why a balance is what it is.
*   **Every endpoint available.** 26 endpoints land as tables, from customers to report snapshots.
*   **Answers you can trace.** You can see which Data Mart an answer came from, and one click exports its source data.
*   **Versioned, with rollback.** The manifest is open in the connector builder, and every change is a saved version you can roll back.

[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
- [Google BigQuery](https://www.owox.com/connectors/quickbooks-connector-to-google-bigquery) — /connectors/quickbooks-connector-to-google-bigquery.md
- [AWS Athena](https://www.owox.com/connectors/quickbooks-connector-to-aws-athena) — /connectors/quickbooks-connector-to-aws-athena.md
- [Snowflake](https://www.owox.com/connectors/quickbooks-connector-to-snowflake) — /connectors/quickbooks-connector-to-snowflake.md
- [AWS Redshift](https://www.owox.com/connectors/quickbooks-connector-to-aws-redshift) — /connectors/quickbooks-connector-to-aws-redshift.md
- [Databricks](https://www.owox.com/connectors/quickbooks-connector-to-databricks) — /connectors/quickbooks-connector-to-databricks.md
- [data model](https://www.owox.com/product/data-modeling) — /product/data-modeling.md
- [QuickBooks to Claude](https://www.owox.com/connectors/quickbooks-connector-to-claude) — /connectors/quickbooks-connector-to-claude.md
- [QuickBooks to Data Studio](https://www.owox.com/connectors/quickbooks-connector-to-data-studio) — /connectors/quickbooks-connector-to-data-studio.md
- [QuickBooks to Google Sheets](https://www.owox.com/connectors/quickbooks-connector-to-google-sheets) — /connectors/quickbooks-connector-to-google-sheets.md
- [QuickBooks to Microsoft Excel](https://www.owox.com/connectors/quickbooks-connector-to-microsoft-excel) — /connectors/quickbooks-connector-to-microsoft-excel.md
- [0.41.0 · Dates from Google Sheets arrive as dates, not text](https://docs.owox.com/docs/changelog)
- [Book a call](https://www.owox.com/book-a-call) — /book-a-call.md