Send QuickBooks Data Anywhere

QuickBooks

Finance & Accounting

Dataddo extracts the full QuickBooks record set - invoices, transactions, payments, ledger entries - and delivers it wherever your finance team needs it: into AI tools and agents, your warehouse like Snowflake and BigQuery, BI dashboards, and back into your ERP and CRM. Blend it across entities and systems, backfill full history for audit, and keep it fresh on your schedule - all fully managed, with the data plane running where you choose. No pipelines to build, no lock-in.

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YOUR FINANCE SOURCE OF TRUTH

Turn QuickBooks into financial reporting your whole team trusts

Financial data is only useful when it's complete, reconciled, and current. Dataddo extracts the full QuickBooks record model, governs it, and serves it to every warehouse, dashboard, AI tool, and downstream system - continuously and without manual exports.

Every record & field

Pull the full QuickBooks data model - invoices, transactions, payments, ledger and tax fields - not just a fixed preset, so your financial reports are never missing a line.

Blend across entities & systems

Combine QuickBooks with your other accounting, payment, and CRM sources so consolidated, multi-entity reporting lives in one place.

Backfill full history for audit

Load historical QuickBooks data beyond the platform's export limits, so period-over-period, reconciliation, and audit trails hold up.

Model & clean before load

Normalize currencies, tax codes, and account names, and let the Data Quality Firewall stop bad rows before QuickBooks data reaches your reports.

Fresh on your schedule

Incremental, scheduled syncs keep QuickBooks data current - as often as hourly - without manual exports or full reloads.

Governed & auditable

Delivery alerts and quality checks catch gaps in QuickBooks data early, so month-end close and dashboards never silently break.

DATASETS

What you can pull from QuickBooks

The QuickBooks connector provides a list of curated datasets - ready-made sets of records, fields, and metrics you can extract on a schedule. Need something specific? Any dataset can be forked and customized, or built from scratch, with our Universal Connector.

List of curated datasets

Report NamereportName

string

Currencycurrency

string

Start PeriodstartPeriod

datetime

End PeriodendPeriod

datetime

Transaction datetx_date

datetime

Transaction typetxn_type

string

Document numberdoc_num

string

Vendorvend_name

sensitivestring

Due datedue_date

datetime

Past duepast_due

integer

Amountamount

float

Open balanceopen_balance

float

Categorycategory

string

ActiveActive

boolean

BalanceBalance

float

Balance With JobsBalanceWithJobs

float

Bill Address - CityBillAddrCity

string

Bill Address - Country Sub Division CodeBillAddrCountrySubDivisionCode

string

Bill Address - CountryBillAddrCountry

string

Billing Address - IDBillAddrId

string

Billing Address - Line 1BillAddrLine1

sensitivestring

Billing Address - Line 2BillAddrLine2

sensitivestring

Billing Address - Postal CodeBillAddrPostalCode

sensitivestring

Billing With ParentBillWithParent

boolean

Company NameCompanyName

string

Currency NameCurrencyName

string

CurrencyCurrency

string

Display NameDisplayName

sensitivestring

Fully Qualified NameFullyQualifiedName

sensitivestring

IDid

string

JobJob

boolean

LevelLevel

string

Create TimeCreateTime

datetime

Last Updated TimeLastUpdatedTime

datetime

Parent Ref ValueParentRefValue

string

Parent Ref NameParentRefName

string

NotesNotes

string

Preferred Delivery MethodPreferredDeliveryMethod

string

Family NameFamilyName

sensitivestring

Default Tax CodeDefaultTaxCode

string

Resale NumberResaleNum

string

Primary Email AddressPrimaryEmailAddr

sensitivestring

Given NameGivenName

sensitivestring

Primary PhonePrimaryPhone

sensitivestring

Middle NameMiddleName

sensitivestring

TaxableTaxable

boolean

Sync TokenSyncToken

string

Ship Address - CityShipAddrCity

string

Shipping Address - Line 1ShipAddrLine1

sensitivestring

Shipping Address - Postal CodeShipAddrPostalCode

sensitivestring

Shipping Address - Country Sub Division CodeShipAddrCountrySubDivisionCode

string

Shipping Address - CountryShipAddrCountry

string

Shipping Address - IDShipAddrId

string

Print On Check NamePrintOnCheckName

sensitivestring

Domaindomain

string

Sparsesparse

boolean

IDid

string

ActiveActive

integer

Bill RateBillRate

float

Billable TimeBillableTime

integer

Display NameDisplayName

sensitivestring

Family NameFamilyName

sensitivestring

Given NameGivenName

sensitivestring

GenderGender

sensitivestring

Hired DateHiredDate

datetime

Middle NameMiddleName

sensitivestring

Mobile NumberMobileNumber

sensitivestring

Primary Address - CityPrimaryAddrCity

string

Primary Address - Country Sub Division CodePrimaryAddrCountrySubDivisionCode

string

Primary Address - IDPrimaryAddrId

string

Primary Address - Line 1PrimaryAddrLine1

sensitivestring

Primary Address - Line 2PrimaryAddrLine2

sensitivestring

Primary Address - Postal CodePrimaryAddrPostalCode

sensitivestring

Primary Address - CountryPrimaryAddrCountry

string

Primary Email AddressPrimaryEmailAddr

sensitivestring

Primary PhonePrimaryPhone

sensitivestring

Print On Check NamePrintOnCheckName

sensitivestring

SSNSSN

sensitivestring

TitleTitle

string

Released DateReleasedDate

datetime

Create TimeCreateTime

datetime

Last Updated TimeLastUpdatedTime

datetime

Sync TokenSyncToken

string

Domaindomain

string

Sparsesparse

integer

IDid

string

Allow Online ACH PaymentAllowOnlineACHPayment

integer

Allow Online Credit Card PaymentAllowOnlineCreditCardPayment

integer

Apply Tax After DiscountApplyTaxAfterDiscount

integer

Customer MemoCustomerMemo

string

BalanceBalance

float

Billing Address - CityBillAddrCity

string

Billing Address - Country Sub Division CodeBillAddrCountrySubDivisionCode

string

Billing Address - IDBillAddrId

string

Billing Address - Address Line 1BillAddrLine1

sensitivestring

Billing Address - Address Line 2BillAddrLine2

sensitivestring

Billing Address - Postal CodeBillAddrPostalCode

sensitivestring

Billing Address - EmailBillEmail

sensitivestring

Currency NameCurrencyName

string

CurrencyCurrency

string

Customer NameCustomerName

sensitivestring

CustomerValue

float

Delivery TimeDeliveryTime

datetime

Delivery TypeDeliveryType

string

Department NameDepartmentName

string

DepartmentValue

string

Doc NumberDocNumber

string

Due DateDueDate

datetime

E-Invoice StatusEInvoiceStatus

string

Email StatusEmailStatus

string

Created TimeCreateTime

datetime

Last Updated TimeLastUpdatedTime

datetime

Print StatusPrintStatus

string

Sales TermSalesTerm

string

Sync TokenSyncToken

string

Total AmountTotalAmt

float

Transaction DateTxnDate

datetime

Domaindomain

string

Sparsesparse

integer

Linked Transaction IDLinkedTxnId

string

Linked Transaction TypeLinkedTxnType

string

IDid

string

Doc NumberDocNumber

string

Sync TokenSyncToken

string

Vendor NameVendorName

string

VendorID

string

Transaction DateTxnDate

datetime

Total AmountTotalAmt

float

Ap Account NameAPAccountName

string

APAccountID

string

Currency NameCurrencyName

string

CurrencyCurrency

string

Department NameDepartmentName

string

DepartmentID

string

Email StatusEmailStatus

string

Line AmountLine_Amount

float

Line IdLine_Id

string

Line DescriptionLine_Description

string

Line Expense Item NameLine_Expense_ItemName

string

Line_Expense_ItemID

string

Line Expense Customer NameLine_Expense_CustomerName

sensitivestring

Line Expense Customer IDLine_Expense_CustomerID

string

Line Expense Billable StatusLine_Expense_BillableStatus

string

Line Expense Tax CodeLine_Expense_TaxCode

string

Line Expense QuantityLine_Expense_Qty

float

Line Expense Unit PriceLine_Expense_UnitPrice

float

PO StatusPOStatus

string

Ship Address IdShipAddrId

string

Shipping Address Line 1ShipAddrLine1

sensitivestring

Shipping Address Line 2ShipAddrLine2

sensitivestring

Shipping Address Line 3ShipAddrLine3

sensitivestring

Vendor Address CityVendorAddrCity

string

Vendor Address CountryVendorAddrCountry

string

Vendor Address Country Subdivision CodeVendorAddrCountrySubDivisionCode

string

Vendor Address IdVendorAddrId

string

Vendor Address Line 1VendorAddrLine1

sensitivestring

Vendor Address Postal CodeVendorAddrPostalCode

sensitivestring

Create TimeCreateTime

datetime

Last Updated TimeLastUpdatedTime

datetime

Domaindomain

string

Sparsesparse

integer

Linked Transaction IdLinkedTxnId

string

Linked Transaction TypeLinkedTxnType

string

Need a dataset, metric, or attribute you don't see?

Tell us what's missing and we'll add it to the connector.

Request it

WITH VS. WITHOUT

Who carries the load when things change

Keep QuickBooks data flowing to every warehouse, dashboard, and tool - and see who owns it when an API or schema changes:

	Without Dataddo	With Dataddo	Outcome for you
API or auth change	You discover the breakage and scramble to fix it.	We update the connector and restore the pipeline - often before you notice.	Syncs from QuickBooks keep flowing
Schema drift	Columns change and pipelines break or corrupt data silently.	Detected automatically and handled by configurable rules.	Only clean QuickBooks data lands in reports
Endpoint deprecated	You re-engineer the integration.	We own the update - the data contract holds.	Your QuickBooks reporting keeps working
Missing connector	You build and maintain a custom integration.	We build it and maintain it, under a ~4-week SLA.	Any QuickBooks record you need, on request
Silent degradation	You find out when a report or model run fails.	Proactive monitoring catches anomalies and delays first.	Gaps caught before month-end close
Debugging	You dig through logs across disconnected tools.	Run histories, payload inspection, and end-to-end lineage in one place.	Faster root-cause, fewer reporting gaps

Data residency by design

Choose where QuickBooks data is processed - same cloud, region, or sovereign

QuickBooks is a cloud API, so the question isn't on-prem vs cloud - it's which region your financial data flows through. With Dataddo you run the data plane in the region you choose, so QuickBooks payloads move straight to your destinations without transiting a third-party SaaS. Pin it to an EU or US region for compliance and data-residency requirements, or self-host when a downstream target lives inside your own network.

Data Plane location	Typical data sensitivity	Why this setup
Public cloud AWS Microsoft Azure Google Cloud	Low to moderate - general business, marketing, and product data; sources that are already cloud-native.	Fastest to stand up and scales elastically. Best when the data has no residency restriction and often already lives in the same public cloud.
Regional & EU sovereign clouds EU sovereign clouds Regional providers Private cloud	Regulated / residency-bound - PII, financial, and health data governed by GDPR or local law.	Keeps processing inside a specific jurisdiction to meet data-residency and sovereignty rules, while still running as managed infrastructure.
On-premises Kubernetes Red Hat OpenShift VMware Tanzu	Highly sensitive / restricted - data that contractually or legally cannot leave the corporate perimeter.	Data never leaves your network. Required for air-gapped, classified, or locked-down environments; the Control Plane still manages it via metadata only.

DATA DELIVERY

Every way to deliver QuickBooks data

Financial data rarely has one home. Dataddo feeds QuickBooks into AI and agents, loads it into your warehouse for financial modeling, syncs records back into ERP and CRM systems, and delivers files to storage for archival - all governed the same way.

Transport type	What it does	Typical destinations	Typical business use cases
Data to AI & Agents	Feed QuickBooks data into vector databases, LLMs, and AI agents so finance copilots can reason over your numbers.	Claude OpenAI Gemini Mistral AI + 400 more	Load QuickBooks records into vector stores for retrieval-augmented finance assistants, Give AI agents and copilots governed access to live QuickBooks financial data
ETL / ELT to your warehouse	Load QuickBooks records and metrics into your warehouse for financial and revenue analytics.	Snowflake BigQuery Amazon Redshift PostgreSQL + 400 more	Centralize QuickBooks across entities in Snowflake, BigQuery, or Redshift for consolidated reporting, Backfill QuickBooks history for reconciliation and audit
Sync back to ERP & CRM	Push reconciled or modeled records built from QuickBooks data back into ERP, accounting, and CRM systems.	NetSuite Exact Online Salesforce HubSpot + 400 more	Sync modeled financial records from QuickBooks into your ERP or CRM, Keep QuickBooks data aligned across finance and revenue systems
Files to storage & archive	Deliver raw or modeled QuickBooks extracts to object storage and partners for archival and audit.	AWS S3 Google Cloud Storage Azure Blob Storage SFTP + 400 more	Archive raw QuickBooks exports to S3, GCS, or Azure storage for retention, Send scheduled QuickBooks extracts to auditors or partners over SFTP

Case Studies

See what finance teams build with Dataddo

65,000 Social Media Accounts. One Platform. Zero Manual Authorizations.

Beauty & Consumer Goods

How Livesport Activates Data, Saves Engineering Resources with BigQuery and Dataddo

Entertainment

How ID&T Group Activates Data from 1M+ Festival Fans and Dozens of Social Accounts

Entertainment

How Sensire Accelerated Migration of a Proprietary On-Premise Data Infrastructure to the Cloud with Dataddo

Healthcare

How Ringside.ai Builds a Data Product Better and Faster Using Dataddo

Marketing

How Publicis Groupe Brasil Uses Dataddo's API to Scale a Data Product

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FAQ

QuickBooks as a source + Dataddo, answered

Where can I send QuickBooks data?

To any of Dataddo's 150+ destinations - warehouses like Snowflake and BigQuery, BI dashboards, ERP and CRM systems, object storage, and AI or vector stores - plus custom destinations on request.

Do I have to maintain the pipeline?

No. Dataddo is fully managed: we maintain the QuickBooks connector, adapt to API and schema changes, and alert you if anything needs attention. There is no pipeline code for you to write or fix.

Can I consolidate QuickBooks data across multiple entities?

Yes. Dataddo can pull QuickBooks data from multiple accounts or entities and load it into one warehouse, blended and normalized, so consolidated and multi-entity reporting works without manual exports or spreadsheets.

What if QuickBooks changes their API?

That's on us, not you. Dataddo's team proactively tracks QuickBooks API and schema changes and updates the connector before they break your pipeline. Continuous monitoring watches every sync, and if anything needs attention you get an alert - so your QuickBooks data keeps flowing without you touching a thing.

Which QuickBooks records and fields are available?

The full QuickBooks data model - invoices, transactions, payments, ledger and tax fields, not a fixed subset. If a field you need isn't exposed yet, we add it on request, usually at no extra cost.

How is my data secured?

Dataddo is SOC 2 Type II and ISO 27001 certified. Data is encrypted in transit and at rest, PII and financial data can be masked or hashed, and EU or US data residency is available. Self-host the data plane and payload data never leaves your network.

Will API rate limits be a problem?

Dataddo handles QuickBooks pagination, rate limits, and retries for you, and pulls incrementally on a schedule so you stay within API quotas without impacting your accounting system.

Am I locked in?

No. Pipelines are source- and destination-agnostic - you can add or switch destinations without rebuilding, and data lands in native formats you own.