---
title: "QuickBooks to Google Sheets | OWOX"
canonical: "https://www.owox.com/connectors/quickbooks-connector-to-google-sheets"
updated: "2026-11-09"
---

# Send QuickBooks invoices to Google Sheets

Open invoices in a sheet the collections team already uses, without a QuickBooks login for every reader. QuickBooks goes into your data warehouse first, is joined to payments and credit memos on the customer, and only then reaches the sheet.

![](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/google-sheets/logo/1.svg/public)Google Sheets · 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 invoices do not go straight to Google Sheets

A sheet fed from the QuickBooks account shows what is unpaid today and nothing about why. Whether a balance is a late payer or a payment that was never matched is in the payments, which the invoice list does not carry. The [data warehouse](/data-storages) holds both, joined on the customer.

*   An invoice carries a balance, not the payment that should have cleared it
*   The data analyst joins invoices, payments and credit memos on customer\_id and controls the result
*   A sheet is shared widely, so every column needs one definition

![](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 · Invoices, balance

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

No link to payments

![](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

Payments · Cash received

CRM · Account owners

## 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.

*   Invoices 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 · ![](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.invoice

## S02 · Step 2

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

In your data warehouse the [data model](/product/data-modeling) joins Invoices, Payments and Credit memos on customer\_id, so a balance can be read against the cash that arrived and the credits that reversed it.

*   Invoices, payments and credit memos sit side by side on the customer
*   txn\_date is the business date, so a late edit does not move an invoice between months
*   The collections list and the finance close read the same balance

Invoices · What was billed

Payments · Cash received

Credit memos · Billing reversed

Receivables · Billed, paid, credited · customer\_id

## S03 · Step 3

## Step 3: Send QuickBooks data to Google Sheets

Connect a [Google Sheets](/product/spreadsheets) report to the QuickBooks Data Mart. Aliases and field descriptions arrive as notes in the column headers, so everyone reads the same definitions.

*   The sheet reads your data warehouse, not the QuickBooks API
*   Hover balance: the note says it is the unpaid remainder, 0 when fully paid

![](https://cdn.owox.com/www/portfolio-management-data-destination/google-sheets/logo/1.svg/public)Google Sheets · Notes in headers · txn\_date · balance · last\_updated\_time

balance · Unpaid remainder; 0 when fully · paid.

last\_updated\_time · Incremental cursor.

## S04 · Step 4

## Step 4: Refresh your QuickBooks sheet on a schedule

Set a scheduled refresh once. Daily is the usual choice and hourly is possible when you need it.

*   Every refresh is logged in Run History
*   The collections team opens a sheet that is already up to date

Schedule · Refresh on a schedule · Hourly · Daily · Daily 09:00

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

Run History · Report refreshed · Report refreshed · Report refreshed

## S05 · Step 5

## Step 5: Reuse QuickBooks invoices in other reports

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 which customers carry the largest balance, then export the answer
*   balance is defined once and every report reads it

OWOX MCP · Show balance by customer\_name · balance

![](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 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 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)
*   [0.41.0 · Reuse one Google Sheets or Google Chat key across Destinations](https://docs.owox.com/docs/changelog/#reuse-one-google-sheets-or-google-chat-key-across-destinations-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)
*   [0.40.0 · Warnings when a Count reads a joined Data Mart](https://docs.owox.com/docs/changelog/#warnings-when-a-count-reads-a-joined-data-mart-0400)

## Why OWOX

## Why OWOX for QuickBooks in Google Sheets

Exporting invoices from QuickBooks gives a list at one moment. OWOX gives a sheet that stays tied to the books in your data warehouse.

*   **You own the data.** QuickBooks lands in your own data warehouse, in tables you control.
*   **Billed and paid together.** Invoices join payments and credit memos, so a balance is explained, not just shown.
*   **More than invoices.** 26 endpoints land as tables: transactions, people, accounts and report snapshots.
*   **Notes in the headers.** Field descriptions travel with the column, so the sheet defines its own terms.
*   **One place to fix.** When Intuit changes its API, you update the connector, not your sheet.

[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
- [Google Sheets](https://www.owox.com/product/spreadsheets) — /product/spreadsheets.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 Data Studio](https://www.owox.com/connectors/quickbooks-connector-to-data-studio) — /connectors/quickbooks-connector-to-data-studio.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