---
title: "QuickBooks to Slack | OWOX"
canonical: "https://www.owox.com/connectors/quickbooks-insights-to-slack"
updated: "2026-11-09"
---

# Send QuickBooks receivables aging to Slack

The aging report, posted to the finance channel every Monday. QuickBooks goes into your data warehouse first, where each snapshot is kept and read next to the invoices and payments behind it, and only then reaches Slack.

![](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/slack/logo/2.svg/public)Slack · 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 Slack

QuickBooks can email an aging report, but not into a channel and not as a history. A number posted in Slack is quoted at once, so the snapshot has to be saved with its run time and read beside the invoices that moved it. That join belongs in a [data warehouse](/data-storages) first.

*   Monday's figure is quoted all week, so it has to be reproducible
*   Slack channels are quoted in meetings, so every figure needs one definition
*   The data analyst joins the snapshot to invoices and payments and controls what the message says

![](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/slack/logo/2.svg/public)Slack

No snapshot history

![](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

Invoices · What was billed

Payments · Cash received

## 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/R Aging Summary report is one of 8 report snapshots 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 · ![](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\_aged\_receiv…

## S02 · Step 2

## Step 2: Link QuickBooks aging to invoices and payments

In your data warehouse the [data model](/product/data-modeling) joins A/R aging, Invoices and Payments on realm\_id, so each aging row can be traced, by the customer id inside report\_rows, to the invoices and payments that moved it.

*   Each snapshot keeps its company and the time it was run
*   Invoices and payments explain why a bucket changed
*   Definitions are written once, so Monday's post matches the close

A/R aging · Who owes, by age

Invoices · What was billed

Payments · Cash received

Receivables aging · Aging and its causes · realm\_id

## S03 · Step 3

## Step 3: Send QuickBooks reports to Slack

Create a Slack destination in OWOX with the email address of the channel that should get the report, then add a report to the published QuickBooks Data Mart. The message is Markdown, and Preview shows how it looks in Slack.

*   Slack gives every channel an email address, and OWOX posts to it
*   Type / in the message to place the A/R Aging Summary report table: report\_time, end\_period, currency, report\_columns
*   Create & Run sends the first report at once

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

## S04 · Step 4

## Step 4: Add a short QuickBooks analysis under the report in Slack

Write two or three lines under the table in the same message. Add a trigger on the Triggers tab, for example every Monday morning, and the channel gets a fresh run each week.

*   The lines read report\_time and currency from the report, with no figure from outside it
*   The table is filled from a new run of the Data Mart before every send
*   A report with a send condition posts only when the result is not empty

![](https://cdn.owox.com/www/portfolio-management-data-destination/slack/logo/2.svg/public)Slack · Weekly receivables aging · report\_time · end\_period · currency · report\_columns · Analysis · report\_columns names the age buckets, current to oldest · report\_rows has one row per customer · report\_time shows when QuickBooks produced the snapshot

## S05 · Step 5

## Step 5: Reuse QuickBooks aging 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 snapshot shows the biggest overdue pile
*   The aging report is stored with every run

OWOX MCP · Show report\_time by currency · report\_time

![](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 Slack

A scheduled QuickBooks email lands in one inbox. OWOX posts the aging snapshot in the channel where collections gets discussed, with its history behind it.

*   **Aging with its cause.** The snapshot is joined to invoices and payments, so the message is a starting point, not a dead end.
*   **You own the data.** QuickBooks lands in your own data warehouse, in tables you control before anything reaches Slack.
*   **Slack stays simple.** Paste the channel email address once; no Slack app to build and no token to renew.
*   **Posts only when it matters.** Set a report to send only when the result is not empty.
*   **One place to fix.** When Intuit changes its API, you update the connector, not your Slack setup.

[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