---
title: "QuickBooks to Data Studio | OWOX"
canonical: "https://www.owox.com/connectors/quickbooks-connector-to-data-studio"
updated: "2026-11-09"
---

# Build Data Studio dashboards from QuickBooks cash flow

QuickBooks reports are snapshots, and a dashboard needs them in time. Load the Cash Flow, Profit and Loss and Balance Sheet reports into your data warehouse, keep every period, and chart them in Data Studio.

![](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/data-studio/logo/1.svg/public)Data Studio · 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 QuickBooks reports do not go straight to a Data Studio dashboard

A dashboard on the QuickBooks account shows one report, run for one period, at the moment you look. To chart cash flow over time every snapshot has to be kept, and to read it beside the result and the balance sheet the three have to meet in a [data warehouse](/data-storages).

*   A QuickBooks report is rebuilt each time you run it, so earlier runs are not kept
*   The data analyst joins the three statements on the company and period
*   Dashboard viewers read one definition of cash flow, not a screenshot per 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)QuickBooks · Report snapshots

![](https://cdn.owox.com/www/portfolio-management-data-destination/data-studio/logo/1.svg/public)Data Studio

No history kept

![](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)Data warehouse · Joined by id

Sales · Orders, revenue

Ad platforms · Spend

## 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.

*   Three of the 26 endpoints are statements; each run keeps a dated snapshot
*   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 · ![](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)Google 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.report\_cash\_flow

## S02 · Step 2

## Step 2: Link QuickBooks financial statements to sales and ad spend

In your data warehouse the [data model](/product/data-modeling) joins Cash Flow report, Profit and Loss and Balance Sheet on realm\_id, so cash flow can be read against the revenue and the spend that drove it.

*   The three statements share the company and the period
*   report\_basis says Cash or Accrual, so views do not mix them
*   Revenue and spend tables from other sources join by date

Cash Flow report · Cash by period

Profit and Loss · Result by period

Balance Sheet · Position at close

Financial statements · Three reports · realm\_id

## S03 · Step 3

## Step 3: Feed Data Studio dashboards with QuickBooks data

Add Data Studio as a destination of the QuickBooks Data Mart and build the [dashboard](/product/dashboards) on it. Fields such as start\_period, end\_period, report\_basis and the nested report\_rows come from your data warehouse.

*   Cash by period reads the Data Mart, not the QuickBooks API
*   Turn on Available in Data Studio for the published Data Mart, then add the OWOX connector in Data Studio

![](https://cdn.owox.com/www/portfolio-management-data-destination/data-studio/logo/1.svg/public)Data Studio · Cash Flow report

![](https://cdn.owox.com/www/portfolio-management-data-destination/google-sheets/logo/1.svg/public)Google Sheets · Same Data Mart

![](https://cdn.owox.com/www/portfolio-management-data-destination/claude/logo/2.svg/public)Claude · Same Data Mart

## S04 · Step 4

## Step 4: Use the same QuickBooks Data Mart in a sheet or an assistant

The Cash Flow Data Mart is not locked to one dashboard. Open the same snapshots in a spreadsheet or ask about them in an AI assistant, with the same definitions.

*   The controller compares periods in a spreadsheet without a new export
*   An assistant reads the same Data Mart, so cash flow agrees with the dashboard

Cash Flow report · One source

![](https://cdn.owox.com/www/portfolio-management-data-destination/data-studio/logo/1.svg/public)Data Studio · Dashboard

![](https://cdn.owox.com/www/portfolio-management-data-destination/google-sheets/logo/1.svg/public)Google Sheets · Same Data Mart

![](https://cdn.owox.com/www/portfolio-management-data-destination/claude/logo/2.svg/public)Claude · Same Data Mart

## S05 · Step 5

## Step 5: Reuse QuickBooks cash flow snapshots

The same Data Mart works in OWOX, where your [AI assistant](/product/ai-assistants) for data can read it. Ask about any report, then get the result in Google Sheets or Excel in one click.

*   Ask in which period cash flow turned negative, then export the answer
*   report\_basis is kept with every snapshot

OWOX MCP · Show end\_period by report\_basis · end\_period

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

![](https://cdn.owox.com/www/portfolio-management-data-destination/microsoft-excel/logo/1.svg/public)Excel · Open

## Related connectors

[QuickBooks to AWS Athena](/connectors/quickbooks-connector-to-aws-athena)[QuickBooks to AWS Redshift](/connectors/quickbooks-connector-to-aws-redshift)[QuickBooks to ChatGPT](/connectors/quickbooks-connector-to-chatgpt)[QuickBooks to Claude](/connectors/quickbooks-connector-to-claude)[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 Data Studio

A dashboard on the QuickBooks account shows what QuickBooks reports today. OWOX keeps every snapshot in your data warehouse so Data Studio can show how it moved.

*   **You own the data.** QuickBooks lands in your own data warehouse, in tables you control.
*   **History you can chart.** Each run stores the report with its period and basis, so trends exist after the fact.
*   **Three statements, one model.** Cash Flow, Profit and Loss and Balance Sheet join on the company and the period.
*   **One place to fix.** When Intuit changes its API, you fix one connector, not a pile of scripts.

[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
- [dashboard](https://www.owox.com/product/dashboards) — /product/dashboards.md
- [AI assistant](https://www.owox.com/product/ai-assistants) — /product/ai-assistants.md
- [QuickBooks to ChatGPT](https://www.owox.com/connectors/quickbooks-connector-to-chatgpt) — /connectors/quickbooks-connector-to-chatgpt.md
- [QuickBooks to Claude](https://www.owox.com/connectors/quickbooks-connector-to-claude) — /connectors/quickbooks-connector-to-claude.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