Quickbooks Online

Quickbooks Online is a one stop solution for small businesses to handle payroll, inventory, finances and sales. It offers live bookkeeping, accounting for business, managing payments for freelancers and much more.

Sync Quickbooks Online data to Sourcetable

Build reports once. Connect to Quickbooks Online and start modeling from live data.

Popular Use Cases

Quickbooks Online connector Sourcetable connector
Create a daily report of all purchase orders in Quickbooks Online
Quickbooks Online + Sourcetable
Quickbooks Online connector Sourcetable connector
See the current status of all purchase orders in Quickbooks Online
Quickbooks Online + Sourcetable
Quickbooks Online connector Stripe connector
Combine Quickbooks Online data with Stripe orders
Quickbooks Online + Stripe
Quickbooks Online connector Sourcetable connector
Automate reporting functionality for Quickbooks Online
Quickbooks Online + Sourcetable
Quickbooks Online connector Sourcetable connector
Combine and analyze data from multiple Quickbooks Online accounts
Quickbooks Online + Sourcetable
Here's a sample of the Quickbooks Online data that will be available in your Sourcetable spreadsheets:
ACCOUNT

Account is a part of a ledger which is used to record a total monetary amount allocated against a specific use. It can be one of five basic types: asset, liability, revenue (income), expenses, or equity.

ADDRESS

Address represents the geographical location of a user and is used to store an address

BILL

A bill is a transaction representing a transaction which requests for payment from third party for the goods being purchased

BILL_LINE

A line item in a bill representing a specific product/service

BILL_LINKED_TXN

An association table which contains bill id and bill payment id

BILL_PAYMENT

A payment transaction that a business owner receives from a vendor for the goods he sold

BILL_PAYMENT_LINE

A line item in the bill

BUDGET

Budget tells you the amount you should spent on a customer or an account in a given time period

BUDGET_DETAIL

Contains all the associations of entities related to budget like department, account, customer, class, amount and budget date

BUNDLE

Contains fields like name, description, taxable, unit price, purchase cost

BUNDLE_ITEM

Contains associations of bundle and item

CLASS

Classes help in break down of different segments of the business so that they are not linked to a particluar client

CREDIT_MEMO

A financial transaction representing a refund or credit of a service or goods

CREDIT_MEMO_LINE

A line item in the card memo having description

CREDIT_MEMO_LINE_BUNDLE

Contains the information of credit memo, estimate line, description, amount, unit price, item, class, tax code and account

CURRENCY

The currency in which the transactions take place. It contains name and id

CUSTOMER

The consumer who purchased the product or consumed a service.

DEPARTMENT

Contains department name, it's parent department id, sub department, fully qualified name

DEPOSIT

A deposit is a transaction that records deposits of 2 types either a customer payment or a new direct deposit

DEPOSIT_LINE

A line item in the deposit record

EMPLOYEE

An employee is a person working for a company.

ESTIMATE

A proposal given by a business to a customer stating the time and proposed price of a service or goods to be offered

ESTIMATE_LINE

A line item in the estimate record

ESTIMATE_LINE_BUNDLE

Contains estimate id, item id, class id, unit price, quantity, tax code, service date, discount rate and amount

ESTIMATE_LINKED_TXN

An association table which contains estimate id and invoice id

ESTIMATE_TAX_LINE

Contains estimate information and tax information

INVOICE

Invoice is a sales form which is given to a customer when he purchases a product or uses a service

INVOICE_LINE

A line item in the invoice record

INVOICE_LINE_BUNDLE

Contains invoice information, invoice line, line num, description, amount, item, class, account, tax code, and discount details

INVOICE_LINKED_TXN

Contains invoice id, payment, estimate, time activity, reimburse charge id, charge credit id and statement charge id

INVOICE_TAX_LINE

Contains invoice as well as tax information

ITEM

Contains asset account id, income account id, expense account id, purchase cost, description and tax, level, name, sub item, taxable and unit price

JOURNAL_ENTRY

Contains currency, exchange date, adjustment, doc number, total amount, total tax, tax code id, private note and sync token

JOURNAL_ENTRY_LINE

A line item in the journal

PAYMENT

A payment can be done against invoices or credit memos for a particular customer

PAYMENT_LINE

A line item in payment object

PAYMENT_METHOD

Mode of payment to be done

PURCHASE

A purchase is an expense made on account of purchasing something

PURCHASE_LINE

A line item in the purchase

PURCHASE_ORDER

A request to purchase some goods is called a purchase order

PURCHASE_ORDER_LINE

A line item in the purchase order

PURCHASE_ORDER_LINKED_TXN

An association table between the bill and purchase order

PURCHASE_ORDER_TAX_LINE

Contains the purchase, tax rate, percent based, and tax applicable details

PURCHASE_TAX_LINE

Contains the purchase details and tax applicable details

REFUND_RECEIPT

Represents a refund that is given to a customer based on product he purchased

REFUND_RECEIPT_LINE

A line item in the receipt

REFUND_RECEIPT_LINE_BUNDLE

Contains refund receipt, refund receipt line, line num, description, amount, item, class, account, tax code, and discount rates

REFUND_RECEIPT_TAX_LINE

Contains the details of refund receipt and tax applicable details

SALES_RECEIPT

Similar to an invoice but for sales receipt payment received based on the sale of goods

SALES_RECEIPT_LINE

A line item in the sales receipt

SALES_RECEIPT_LINE_BUNDLE

Contains sales receipt, sales receipt line item, item, class, account, tax code, discount details and amount as well description

SALES_RECEIPT_TAX_LINE

Contains sales receipt information along with tax details applicable on it

TAX_AGENCY

Associated with tax rate and an agency on which that tax rate is applicable. The tax agency is responsible to collect the tax.

TAX_CODE

Used for tracking purpose of products, services and customers whether they are in category of taxable status or not

TAX_RATE

The rate that is applied to calculate tax liability

TAX_RATE_DETAIL

Contains tax rate, tax code, type and tax oder details

TERM

Represents the term under which a sale is made and is expressed in the form of days due after the goods are received.

TIME_ACTIVITY

Keeps a record of time worked by a employee or vendor

TRANSFER

Represents a transaction which occurs where the funds have been moved between two accounts

VENDOR

Vendor is a supplier that supplies product

VENDOR_CREDIT

Represents the credit or refund given to a vendor for it's services or goods provided

VENDOR_CREDIT_LINE

A line item in the vendor credit