---
title: "QuickBooks to Microsoft Teams | OWOX"
canonical: "https://www.owox.com/connectors/quickbooks-insights-to-microsoft-teams"
updated: "2026-11-09"
---

# Post QuickBooks payables aging to Microsoft Teams

What the company owes, and for how long, in the finance team's Teams channel before every payment run. QuickBooks goes into your data warehouse first, where the snapshot is read next to bills and payments, and only then reaches Teams.

![](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/microsoft-teams/logo/2.svg/public)Microsoft Teams · 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 does not post straight to Microsoft Teams

QuickBooks holds payables aging as a report you open. A Teams channel reaches colleagues who never open it, so the figure has to arrive with its causes. The snapshot is kept and joined to bills in the [data warehouse](/data-storages) first.

*   A payables aging report is only comparable with last month's if it was saved
*   A Teams channel reaches approvers who need the definition with the figure
*   The data analyst owns the join to bills and the wording

![](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 · Aging snapshot

![](https://cdn.owox.com/www/portfolio-management-data-destination/microsoft-teams/logo/2.svg/public)Microsoft Tea…

No link to bills

![](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

Bills · What you owe

Bill payments · What you paid

## 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.

*   The A/P Aging Summary report is a dated snapshot among the 26 endpoints
*   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.report\_aged\_payabl…

## S02 · Step 2

## Step 2: Link QuickBooks payables aging to bills and payments

In your data warehouse the [data model](/product/data-modeling) joins A/P aging, Bills and Bill payments on realm\_id, so each aging row can be traced, by the vendor id inside report\_rows, to the bills still open and the payments already made.

*   Every payables snapshot keeps the company and the time it was run
*   Bills and bill payments say what moved a bucket
*   One definition of payables serves the channel and the close

A/P aging · Owed, by age

Bills · What you owe

Bill payments · What you paid

Payables aging · Owed and paid · realm\_id

## S03 · Step 3

## Step 3: Post QuickBooks reports to a Teams channel

Create a Microsoft Teams destination in OWOX with the email address of the channel, taken from the channel menu in Teams, then add a report to the published QuickBooks Data Mart. Write the message in Markdown and check it in Preview.

*   Every Teams channel can receive email, and OWOX sends the report to that address
*   Type / to place the A/P Aging Summary report table: report\_time, end\_period, currency, report\_columns
*   Create & Run posts the first report straight away

![](https://cdn.owox.com/www/portfolio-management-data-destination/microsoft-teams/logo/2.svg/public)Microsoft Teams · Weekly · Weekly payables aging · report\_time · end\_period · currency · report\_columns

## S04 · Step 4

## Step 4: Put a short QuickBooks analysis under the table in Teams

Add two or three lines beneath the table in the same message. Pick a send condition on the report, and open the Triggers tab to set the day and time of the run.

*   The lines rest on report\_time and currency from the table above them
*   Figures come from a fresh run of the Data Mart before each message
*   Send always, only when empty or only when not empty: chosen per report

![](https://cdn.owox.com/www/portfolio-management-data-destination/microsoft-teams/logo/2.svg/public)Microsoft Teams · Weekly payables aging · report\_time · end\_period · currency · report\_columns · Analysis · report\_columns names the age buckets, current to oldest · report\_rows has one row per vendor · currency matters when bills are paid in more than one

## S05 · Step 5

## Step 5: Reuse QuickBooks payables aging

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

*   Ask which bucket grew since the last snapshot
*   Change the report once and the next Teams message reads the change

OWOX MCP · Show currency by end\_period · 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 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) · 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 Teams

A payables report opened in QuickBooks reaches whoever opens it. OWOX puts it in front of the people who approve payments, with its context.

*   **Payables in context.** The snapshot is joined to bills and bill payments before it is posted.
*   **You own the data.** QuickBooks lands in your own data warehouse, in tables you control, before anything reaches Teams.
*   **Approvers see it first.** The message lands where payment runs are agreed.
*   **One place to fix.** When QuickBooks's API changes, you publish one new connector version, so the Teams setup is left alone.

[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
- [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 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