QuickBooks Online provides business owners with convenient remote access to key financial data and metrics, which can be crucial for tracking your business’s income and expenses. Syncing this data to Sourcetable, and combining it with inputs from other platforms and databases, allows users to create auto-updating models and analyze key metrics for their businesses at a glance.
Syncing your QuickBooks Online data to Sourcetable allows users to compare financial metrics with other key performance indicators quickly and easily, without having to learn SQL or other database languages. This means your key data can be made available to all members of your financial team.
Sourcetable brings together key data from QuickBooks Online and other platforms quickly and intuitively, allowing users to automate processes and free up time to focus on other important aspects of their business.
Use out of the box tried and tested templates in order to merge database and payments data, and improve data collaboration across your entire organization.
Cross-reference your targeted advertising campaign data quickly and easily in intuitive cross-channel reports.
Compile all your QuickBooks data into a single spreadsheet, tracking the metrics that matter in order to confidently evaluate and improve your campaigns going forwards.
Account is a part of a ledger which is used to record a total monetary amount allocated against a specific use.
Address represents the geographical location of a user and is used to store an address
A bill is a transaction representing a transaction which requests for payment from third party for the goods being purchased
A line item in a bill representing a specific product/service
An association table which contains bill id and bill payment id
A payment transaction that a business owner receives from a vendor for the goods he sold
A line item in the bill
Budget tells you the amount you should spent on a customer or an account in a given time period
Contains all the associations of entities related to budget like department, account, customer, class, amount and budget date
Contains fields like name, description, taxable, unit price, purchase cost
Contains associations of bundle and item
Classes help in break down of different segments of the business so that they are not linked to a particluar client
A financial transaction representing a refund or credit of a service or goods
A line item in the card memo having description
Contains the information of credit memo, estimate line, description, amount, unit price, item, class, tax code and account
The currency in which the transactions take place. It contains name and id
The consumer who purchased the product or consumed a service.
Contains department name, it's parent department id, sub department, fully qualified name
A deposit is a transaction that records deposits of 2 types either a customer payment or a new direct deposit
A line item in the deposit record
An employee is a person working for a company.
A proposal given by a business to a customer stating the time and proposed price of a service or goods to be offered
A line item in the estimate record
Contains estimate id, item id, class id, unit price, quantity, tax code, service date, discount rate and amount
An association table which contains estimate id and invoice id
Contains estimate information and tax information
Invoice is a sales form which is given to a customer when he purchases a product or uses a service
A line item in the invoice record
Contains invoice information, invoice line, line num, description, amount, item, class, account, tax code, and discount details
Contains invoice id, payment, estimate, time activity, reimburse charge id, charge credit id and statement charge id
Contains invoice as well as tax information
Contains asset account id, income account id, expense account id, purchase cost, description and tax, level, name, sub item, taxable and unit price
Contains currency, exchange date, adjustment, doc number, total amount, total tax, tax code id, private note and sync token
A line item in the journal
A payment can be done against invoices or credit memos for a particular customer
A line item in payment object
Mode of payment to be done
A purchase is an expense made on account of purchasing something
A line item in the purchase
A request to purchase some goods is called a purchase order
A line item in the purchase order
An association table between the bill and purchase order
Contains the purchase, tax rate, percent based, and tax applicable details
Contains the purchase details and tax applicable details
Represents a refund that is given to a customer based on product he purchased
A line item in the receipt
Contains refund receipt, refund receipt line, line num, description, amount, item, class, account, tax code, and discount rates
Contains the details of refund receipt and tax applicable details
Similar to an invoice but for sales receipt payment received based on the sale of goods
A line item in the sales receipt
Contains sales receipt, sales receipt line item, item, class, account, tax code, discount details and amount as well description
Contains sales receipt information along with tax details applicable on it
Associated with tax rate and an agency on which that tax rate is applicable. The tax agency is responsible to collect the tax.
Used for tracking purpose of products, services and customers whether they are in category of taxable status or not
The rate that is applied to calculate tax liability
Contains tax rate, tax code, type and tax oder details
Represents the term under which a sale is made and is expressed in the form of days due after the goods are received.
Keeps a record of time worked by a employee or vendor
Represents a transaction which occurs where the funds have been moved between two accounts
Vendor is a supplier that supplies product
Represents the credit or refund given to a vendor for it's services or goods provided
A line item in the vendor credit
Online businesses integrating QuickBooks Online with Sourcetable can quickly access all relevant data on income, expenses, statements, estimates and inventory.
Retail online stores(eCommerce)
Retail offline stores
Software as a Service(SaaS) companies
Connect, sync and query your QuickBooks Online data together with findings from 30+ other sources, to drive decisions and improve targeted advertising campaigns
Create workflow templates based on data from QuickBooks Online and other platforms, and share with your team without the need for SQL
: Sourcetable leverages Quickbooks to automatically create sales receipts and invoices, and allows you to stay connected and engaged with your customers post-sale.