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Quickbooks
§ Connector · Popular
Quickbooks

Connect Quickbooks to your Definite lakehouse in minutes.

Native sync with row-level security, CDC where supported, and hourly-or-faster freshness. Query it with SQL, build dashboards, or ask Fi.

Have multiple Quickbooks accounts? Analytics across multiple Quickbooks accounts →

§ What you get

Everything Quickbooks exposes, modeled and queryable.

Connects to QuickBooks Online to extract core accounting objects (accounts, customers, vendors, invoices, bills, items, journal entries, payments, taxes, terms, departments, attachments, etc.) and financial reports (Profit & Loss, Balance Sheet, Cash Flow, General Ledger, A/R Aging, Transaction List). This enables analysis of revenue and expense trends, cash flow forecasting, A/R and A/P aging, general ledger reconciliation, and building finance dashboards.

Sync cadence
Hourly or faster
CDC
Native where supported
Auth
OAuth / API key
Row-level security
Yes

Tables & streams

12 objects
Income Statement (Profit & Loss)

Shows revenue and expenses over a period, enabling analysis of growth, gross/operating margins, and time-based trends by account, item, department, or class.

revenue_finance
Balance Sheet

Summarizes assets, liabilities, and equity at a point in time; supports liquidity ratios, working capital, and leverage analysis.

revenue_finance
Cash Flow

Tracks cash inflows and outflows to show how operations, investing, and financing impact cash; supports burn rate and cash forecasting by day or month.

revenue_finance
General Ledger

Complete journal of debits and credits with running balances; used for reconciliation, audit trails, and account-level variance analysis.

revenue_finance
Customers & Receivables

Captures customers, invoices, payments, and outstanding balances; enables A/R aging, DSO, collections performance, and customer cohort revenue analysis.

revenue_financecustomer
Vendors & Payables

Covers vendors, bills, purchases, and credits; supports AP tracking, payment timing, and spend analysis by vendor and expense category.

revenue_finance
Sales (Invoices & Sales Receipts)

Represents booked and recognized sales activity; supports revenue trends, cash vs accrual views, and pipeline-to-cash performance.

revenue_finance
Items (Products/Services)

Catalog of products and services used on transactions; enables revenue, COGS, and profitability analysis by item and product mix.

revenue_financeproduct
Accounts (Chart of Accounts)

Master list of financial accounts that structure reporting; supports mapping, rollups, and consistency across statements and the general ledger.

revenue_financeoperations
Budgets

Planned financial targets by account and period; enables budget vs actuals, variance analysis, and performance tracking.

revenue_financeoperations
Tracking Categories (Departments & Classes)

Organizational dimensions for slicing financials; supports departmental P&L, class/project profitability, and allocation reporting.

revenue_financeoperations
Taxes

Tax rates and codes applied to sales and purchases; supports tax liability calculations and compliance reporting.

revenue_finance
Authentication

Connects securely to your QuickBooks Online company using OAuth 2.0 with your app’s Client ID/Secret and a Refresh Token

Requirements

Requires a Quickbooks account to connect.

Analyze with Fi

Operational data, performance metrics, and business insights.

Domainsrevenue_financeoperations
§ How it works

Three steps. One afternoon.

01
Connect

Authenticate Quickbooks in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.

definite connect quickbooks
02
Sync

We pull every stream into your lakehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.

→ quickbooks.raw (synced hourly)
03
Query

SQL, dashboards, or ask Fi in plain English. Your Quickbooks data lives next to every other source — ready to join.

SELECT * FROM quickbooks.*
*
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§ Combine with your stack

Pair Quickbooks with the rest of your data.

Cross-source joins, one governed semantic layer, AI answers across everything.

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