Send QuickBooks sales receipts to Google Chat
Sales paid at the moment of sale, summarised for the team space every morning. QuickBooks goes into your data warehouse first, where receipts are read next to refund receipts and customers, and only then reaches Google Chat.
%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)
QuickBooksConnectedA/P Aging Summar…A/R Aging Summar…AccountsBalance Sheet re…
Google ChatRealmReportReportDaily 09:00QuickBooks Endpoints
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 fieldsTime seriesA/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 fieldsTime seriesAccounts
Chart of accounts, active and inactive.
20 fieldsBalance Sheet report
Balance Sheet as of the run window end (Assets, Liabilities, Equity by account).
12 fieldsTime seriesBill payments
Payments against vendor bills; joins to Bill through Line[].LinkedTxn.
23 fieldsBills
Vendor bills (payables).
25 fieldsCash Flow report
Statement of Cash Flows for the run window.
12 fieldsTime seriesCompany info
One row per company: names, country, fiscal-year start.
15 fieldsCredit memos
Credits issued to customers (reduce receivables; negative revenue in reconciliations).
23 fieldsCustomers
Customers, including inactive ones and sub-customers, with open balance and a flattened billing address.
28 fieldsDeposits
Bank deposits, including the ones that group undeposited customer payments.
21 fieldsGeneral Ledger Detail report
General Ledger: every posting line per account for the run window, with opening balance and totals.
12 fieldsTime seriesInvoice 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 fieldsTime seriesInvoices
Invoices with header amounts, customer and Line[] as JSON (SalesItemLineDetail.ItemRef, Qty, UnitPrice, Amount).
36 fieldsItems
Products and services with price, purchase cost and the three account links.
25 fieldsJournal entries
Manual and adjusting journal entries; the postings the transaction tables miss.
15 fieldsPayments
Customer payments.
21 fieldsPreferences
One row per company: home currency, multi-currency flag, fiscal-year and tracking settings.
17 fieldsProfit and Loss report
Profit and Loss per run window, one column per month (summarize_column_by=Month), rows nested by account group.
12 fieldsTime seriesPurchases
Expenses paid directly (cash, check, card) without a bill.
26 fieldsRefund receipts
Money refunded to customers.
26 fieldsSales by Customer report
Sales by Customer Summary for the run window.
12 fieldsTime seriesSales receipts
Sales paid at the time of sale (no receivable).
27 fieldsTransfers
Money moved between balance-sheet accounts.
16 fieldsVendor Expenses report
Expenses by Vendor for the run window.
12 fieldsTime seriesVendors
Vendors, including inactive ones, with open payable balance.
19 fields
Why QuickBooks does not post straight to Google Chat
A sales receipt is revenue and cash in one record, which is why it is easy to double count against invoices and payments. What belongs in a space is the net of sales and refunds per customer, and that is computed in the warehouse, not copied from the account.
- A sales receipt is paid at once, so it is not an invoice and not a payment
- Refund receipts reverse sales, and the space needs the net
- The data analyst controls what a message may say
QuickBooksReceipts, methodsGoogle Chat
Data warehouseJoined by idStep 1: Load QuickBooks into your data warehouse first
Create a Data Mart with QuickBooks as the source 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.
- Sales receipts and Refund receipts are two of the 26 endpoints
- Authorize QuickBooks Online with OAuth and give the company (realm) id
- Open the QuickBooks connector for your data warehouse below
QuickBooksData MartGoogle BigQuery
AWS Athena
Snowflake
AWS Redshift
Databricksquickbooks.sales_receiptStep 2: Link QuickBooks sales receipts to refund receipts
In your data warehouse the model joins Sales receipts and Refund receipts on customer_id, so sales and refunds net to a figure per customer and payment method.
- Sales receipts and refund receipts join on customer_id
- Counter sales stay apart from invoiced sales
- Net sales, receipts less refund receipts, is defined once
Step 3: Send QuickBooks reports to Google Chat
Add an incoming webhook in the Chat space (Apps & integrations, Add webhooks), paste its URL into a Google Chat destination in OWOX, and attach a report of the QuickBooks Data Mart. The message is a Markdown template.
- The message is a card with the subject, the Data Mart name, your text and a link back to the report
- The Sales receipts table carries txn_date, total_amt, customer_name, payment_method_name
- Tables arrive as monospace blocks, and a long report is split into numbered parts
Google ChatWeeklyDaily counter salestxn_datetotal_amtcustomer_namepayment_method_…Step 4: Add a short QuickBooks analysis under the report in Chat
Write the reading under the table in the template, or let an Insight on the same Data Mart write it. Then add a trigger on the Triggers tab: OWOX runs the Data Mart first and checks the sending condition.
- The reading comes from total_amt and payment_method_name in the report
- One space can receive several reports, each with its own trigger
- Send always, or only when the result is not empty, so a quiet day stays quiet
Google ChatDaily counter salestxn_datetotal_amtcustomer_namepayment_method_…Analysistotal_amt by payment_method_name shows how customers paidcustomer_name shows whether sales come from a few accountstxn_date marks the business day, not the day it was editedStep 5: Reuse QuickBooks sales receipts beyond Chat
The Data Mart behind your Chat message also works in OWOX, where your assistant for data can read it. Ask about any report, then get it in Google Sheets or Excel in one click.
- Ask which payment method grew this month
- Change the receipts report once and the next Chat message reads the change
Google SheetsOpen
ExcelOpen
- 0.41.0Dates from Google Sheets arrive as dates, not text
- 0.41.0Rotating a connector key is one change: Sources share reusable Credentials
- 0.41.0Reuse one Google Sheets or Google Chat key across Destinations
- 0.40.0Connecting a plan from Google Sheets takes fewer guesses
- 0.39.0Reload a year of history in one backfill, not twelve
Why OWOX for QuickBooks in Chat
A receipt feed pasted into a space is noise. OWOX posts the net of sales and refunds, from the same Data Mart finance closes on.
- Sales net of refunds. Receipts join refund receipts, so the space sees what was kept.
- You own the data. QuickBooks lands in your own data warehouse, in tables you control.
- Counter sales on their own. Sales receipts stay separate from invoices, so nothing is counted twice.
- One place to fix. When Intuit changes its API, you update the connector, not your Chat setup.
You are booked. The invitation is on its way to , with the calendar invite and the meeting link.