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Connectors

QuickBooks connector

Set up the QuickBooks connector in Kaivo: authentication, configuration, the 28 BigQuery tables it syncs, and answers to common questions.

QuickBooks connector pricing, tier and credits on kaivo.io

Kaivo is a fully managed data platform that syncs your QuickBooks data into a Google BigQuery warehouse and keeps it up to date automatically. There is no pipeline to build and no infrastructure to run, so you can spend your time analysing your payment and finance data instead of moving it.

Sync your QuickBooks invoices, bills, and ledger data into BigQuery with Kaivo to build financial reporting alongside the rest of your business.

CategoryFinance & Payments
AuthenticationAPI key
SetupOn request, contact us to enable it

Getting started with the QuickBooks connector

Section titled “Getting started with the QuickBooks connector”
  1. Sign up for Kaivo and create a workspace.
  2. Ask us to enable the QuickBooks connector for your workspace. You can reach our team from the chat in the app.
  3. Choose which tables to sync.
  4. Wait for the initial sync to finish.
  5. Query your data in BigQuery or your favourite AI or BI tool.

Authenticate with your QuickBooks credentials. You provide:

Field Description
Access Token
Access token for making authenticated requests.

| | Client Secret |

Obtain this value from the Keys tab on the app profile via My Apps on the developer site. Use the production key.

| | Refresh Token |

A token used when refreshing the Access Token.

|

Prerequisites

QuickBooks Online uses OAuth, so you need your own Intuit app:

  1. Create an app in the Intuit Developer portal and copy the production Client ID and Client Secret from the Keys & OAuth tab.
  2. Authorize it (e.g. via Intuit’s OAuth Playground) to obtain an Access Token, Refresh Token, and token expiry date.
  3. Your Realm ID is your QuickBooks Company ID.

Need help, or want an easier way to connect? Reach our team via the chat in the bottom-right corner.

When you set up the connector, you provide:

Field Description
Realm ID
Labeled Company ID. The Make API Calls panel is populated with the Realm ID and the current Access Token.

| | Client ID |

Identifies which app is making the request. Obtain this value from the Keys tab on the app profile via My Apps on the developer site. Use the production key.

| | Token Expiry Date |

The date-time when the Access Token should be refreshed.

| | Start Date |

Any data before this date will not be fetched.

|

Kaivo syncs 28 tables from QuickBooks into a dedicated dataset in your BigQuery warehouse. Click any table to see its columns and types.

accounts (22 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
account_sub_type STRING
account_type STRING
acct_num STRING
active BOOL
classification STRING
currency_ref__name STRING
currency_ref__value STRING
current_balance FLOAT64
current_balance_with_sub_accounts FLOAT64
fully_qualified_name STRING
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
name STRING
parent_ref__value STRING
sub_account BOOL
sync_token STRING
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.
bill_payments (27 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
ap_account_ref__name STRING
ap_account_ref__value STRING
check_payment__bank_account_ref__name STRING
check_payment__bank_account_ref__value STRING
check_payment__print_status STRING
credit_card_payment__cc_account_ref__name STRING
credit_card_payment__cc_account_ref__value STRING
currency_ref__name STRING
currency_ref__value STRING
department_ref__name STRING
department_ref__value STRING
doc_number STRING
exchange_rate FLOAT64
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
pay_type STRING
sync_token STRING
total_amt FLOAT64
txn_date DATE
vendor_ref__name STRING
vendor_ref__value STRING
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Repeating fields are split into their own tables, listed here with their column counts.

  • bill_payments__line (4 columns)
  • bill_payments__line__linked_txn (5 columns)
bills (26 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
ap_account_ref__name STRING
ap_account_ref__value STRING
balance FLOAT64
currency_ref__name STRING
currency_ref__value STRING
department_ref__name STRING
department_ref__value STRING
doc_number STRING
due_date DATE
exchange_rate FLOAT64
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
private_note STRING
sales_term_ref__name STRING
sales_term_ref__value STRING
sync_token STRING
total_amt FLOAT64
txn_date DATE
vendor_ref__name STRING
vendor_ref__value STRING
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Repeating fields are split into their own tables, listed here with their column counts.

  • bills__line (22 columns)
  • bills__linked_txn (5 columns)
budgets (14 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
active BOOL
budget_entry_type STRING
budget_type STRING
end_date TIMESTAMP
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
name STRING
start_date TIMESTAMP
sync_token STRING
airbyte_cursor STRING
domain STRING
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Repeating fields are split into their own tables, listed here with their column counts.

  • budgets__budget_detail (13 columns)
classes (14 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
active BOOL
fully_qualified_name STRING
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
name STRING
parent_ref__name STRING
parent_ref__value STRING
sub_class BOOL
sync_token STRING
airbyte_cursor STRING
domain STRING
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.
credit_memos (44 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
apply_tax_after_discount BOOL
balance FLOAT64
bill_addr__id STRING
bill_addr__lat STRING
bill_addr__line1 STRING
bill_addr__line2 STRING
bill_addr__line3 STRING
bill_addr__line4 STRING
bill_addr__long STRING
bill_email__address STRING
class_ref__name STRING
class_ref__value STRING
currency_ref__name STRING
currency_ref__value STRING
customer_memo__value STRING
customer_ref__name STRING
customer_ref__value STRING
doc_number STRING
email_status STRING
exchange_rate FLOAT64
home_total_amt FLOAT64
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
print_status STRING
remaining_credit FLOAT64
sales_term_ref__name STRING
sales_term_ref__value STRING
ship_addr__city STRING
ship_addr__country_sub_division_code STRING
ship_addr__id STRING
ship_addr__lat STRING
ship_addr__line1 STRING
ship_addr__long STRING
ship_addr__postal_code STRING
sync_token STRING
total_amt FLOAT64
txn_date DATE
txn_tax_detail__total_tax INT64
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Repeating fields are split into their own tables, listed here with their column counts.

  • credit_memos__custom_field (6 columns)
  • credit_memos__line (13 columns)
customers (55 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
active BOOL
balance FLOAT64
balance_with_jobs FLOAT64
bill_addr__city STRING
bill_addr__country STRING
bill_addr__country_sub_division_code STRING
bill_addr__id STRING
bill_addr__lat STRING
bill_addr__line1 STRING
bill_addr__long STRING
bill_addr__postal_code STRING
bill_with_parent BOOL
company_name STRING
currency_ref__name STRING
currency_ref__value STRING
default_tax_code_ref__name STRING
default_tax_code_ref__value STRING
display_name STRING
family_name STRING
fax__free_form_number STRING
fully_qualified_name STRING
given_name STRING
id STRING
job BOOL
level INT64
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
middle_name STRING
mobile__free_form_number STRING
parent_ref__value STRING
payment_method_ref__name STRING
payment_method_ref__value STRING
preferred_delivery_method STRING
primary_email_addr__address STRING
primary_phone__free_form_number STRING
print_on_check_name STRING
resale_num STRING
sales_term_ref__name STRING
sales_term_ref__value STRING
ship_addr__city STRING
ship_addr__country STRING
ship_addr__country_sub_division_code STRING
ship_addr__id STRING
ship_addr__lat STRING
ship_addr__line1 STRING
ship_addr__long STRING
ship_addr__postal_code STRING
sync_token STRING
taxable BOOL
web_addr__uri STRING
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.
departments (14 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
active BOOL
fully_qualified_name STRING
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
name STRING
parent_ref__name STRING
parent_ref__value STRING
sub_department BOOL
sync_token STRING
airbyte_cursor STRING
domain STRING
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.
deposits (23 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
cash_back__account_ref__name STRING
cash_back__account_ref__value STRING
cash_back__amount FLOAT64
cash_back__memo STRING
currency_ref__name STRING
currency_ref__value STRING
department_ref__name STRING
department_ref__value STRING
deposit_to_account_ref__name STRING
deposit_to_account_ref__value STRING
exchange_rate FLOAT64
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
private_note STRING
sync_token STRING
total_amt FLOAT64
txn_date DATE
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Repeating fields are split into their own tables, listed here with their column counts.

  • deposits__line (14 columns)
  • deposits__line__linked_txn (6 columns)
employees (26 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
active BOOL
bill_rate FLOAT64
billable_time BOOL
birth_date TIMESTAMP
display_name STRING
employee_number STRING
family_name STRING
gender STRING
given_name STRING
hired_date DATE
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
middle_name STRING
organization BOOL
primary_phone__free_form_number STRING
print_on_check_name STRING
released_date TIMESTAMP
suffix STRING
sync_token STRING
title STRING
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.
estimates (41 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
apply_tax_after_discount BOOL
bill_addr__id STRING
bill_addr__lat STRING
bill_addr__line1 STRING
bill_addr__line2 STRING
bill_addr__line3 STRING
bill_addr__line4 STRING
bill_addr__long STRING
bill_email__address STRING
currency_ref__name STRING
currency_ref__value STRING
customer_memo__value STRING
customer_ref__name STRING
customer_ref__value STRING
delivery_info__delivery_type STRING
doc_number STRING
email_status STRING
exchange_rate FLOAT64
home_total_amt FLOAT64
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
print_status STRING
ship_addr__city STRING
ship_addr__country_sub_division_code STRING
ship_addr__id STRING
ship_addr__lat STRING
ship_addr__line1 STRING
ship_addr__long STRING
ship_addr__postal_code STRING
sync_token STRING
total_amt FLOAT64
txn_date DATE
txn_status STRING
txn_tax_detail__total_tax FLOAT64
txn_tax_detail__txn_tax_code_ref__value STRING
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Repeating fields are split into their own tables, listed here with their column counts.

  • estimates__custom_field (6 columns)
  • estimates__line (13 columns)
  • estimates__linked_txn (5 columns)
  • estimates__txn_tax_detail__tax_line (9 columns)
invoices (52 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
allow_ipn_payment BOOL
allow_online_ach_payment BOOL
allow_online_credit_card_payment BOOL
allow_online_payment BOOL
apply_tax_after_discount BOOL
balance FLOAT64
bill_addr__city STRING
bill_addr__country_sub_division_code STRING
bill_addr__id STRING
bill_addr__lat STRING
bill_addr__line1 STRING
bill_addr__line2 STRING
bill_addr__line3 STRING
bill_addr__line4 STRING
bill_addr__long STRING
bill_addr__postal_code STRING
bill_email__address STRING
currency_ref__name STRING
currency_ref__value STRING
customer_memo__value STRING
customer_ref__name STRING
customer_ref__value STRING
delivery_info__delivery_type STRING
doc_number STRING
due_date DATE
email_status STRING
exchange_rate FLOAT64
home_total_amt FLOAT64
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
print_status STRING
private_note STRING
sales_term_ref__name STRING
sales_term_ref__value STRING
ship_addr__city STRING
ship_addr__country_sub_division_code STRING
ship_addr__id STRING
ship_addr__lat STRING
ship_addr__line1 STRING
ship_addr__long STRING
ship_addr__postal_code STRING
sync_token STRING
total_amt FLOAT64
txn_date DATE
txn_tax_detail__total_tax FLOAT64
txn_tax_detail__txn_tax_code_ref__value STRING
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Repeating fields are split into their own tables, listed here with their column counts.

  • invoices__custom_field (7 columns)
  • invoices__line (20 columns)
  • invoices__line__linked_txn (5 columns)
  • invoices__linked_txn (5 columns)
  • invoices__txn_tax_detail__tax_line (9 columns)
items (27 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
active BOOL
asset_account_ref__name STRING
asset_account_ref__value STRING
description STRING
expense_account_ref__name STRING
expense_account_ref__value STRING
fully_qualified_name STRING
id STRING
income_account_ref__name STRING
income_account_ref__value STRING
inv_start_date DATE
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
name STRING
purchase_cost FLOAT64
purchase_desc STRING
qty_on_hand INT64
sync_token STRING
taxable BOOL
track_qty_on_hand BOOL
type STRING
unit_price FLOAT64
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.
journal_entries (21 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
adjustment BOOL
currency_ref__name STRING
currency_ref__value STRING
doc_number STRING
exchange_rate FLOAT64
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
private_note STRING
sync_token STRING
tax_rate_ref__name STRING
tax_rate_ref__value STRING
txn_date DATE
txn_tax_detail__total_tax FLOAT64
txn_tax_detail__txn_tax_code_ref__name STRING
txn_tax_detail__txn_tax_code_ref__value STRING
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Repeating fields are split into their own tables, listed here with their column counts.

  • journal_entries__line (15 columns)
  • journal_entries__txn_tax_detail__tax_line (12 columns)
payment_methods (12 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
active BOOL
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
name STRING
sync_token STRING
type STRING
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.
payments (24 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
ar_account_ref__name STRING
ar_account_ref__value STRING
currency_ref__name STRING
currency_ref__value STRING
customer_ref__name STRING
customer_ref__value STRING
deposit_to_account_ref__value STRING
exchange_rate FLOAT64
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
payment_method_ref__value STRING
payment_ref_num STRING
private_note STRING
process_payment BOOL
sync_token STRING
total_amt FLOAT64
txn_date DATE
unapplied_amt FLOAT64
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Repeating fields are split into their own tables, listed here with their column counts.

  • payments__line (4 columns)
  • payments__line__line_ex__any (11 columns)
  • payments__line__linked_txn (5 columns)
  • payments__linked_txn (5 columns)
purchase_orders (47 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
ap_account_ref__name STRING
ap_account_ref__value STRING
class_ref__name STRING
class_ref__value STRING
currency_ref__name STRING
currency_ref__value STRING
department_ref__name STRING
department_ref__value STRING
doc_number STRING
due_date DATE
email_status STRING
exchange_rate FLOAT64
id STRING
memo STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
po_status STRING
private_note STRING
sales_term_ref__name STRING
sales_term_ref__value STRING
ship_addr__id STRING
ship_addr__lat STRING
ship_addr__line1 STRING
ship_addr__line2 STRING
ship_addr__line3 STRING
ship_addr__long STRING
ship_to__name STRING
ship_to__value STRING
sync_token STRING
total_amt FLOAT64
txn_date DATE
vendor_addr__city STRING
vendor_addr__country STRING
vendor_addr__id STRING
vendor_addr__lat STRING
vendor_addr__line1 STRING
vendor_addr__line2 STRING
vendor_addr__line3 STRING
vendor_addr__line4 STRING
vendor_addr__long STRING
vendor_ref__name STRING
vendor_ref__value STRING
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Repeating fields are split into their own tables, listed here with their column counts.

  • purchase_orders__custom_field (6 columns)
  • purchase_orders__line (18 columns)
  • purchase_orders__linked_txn (5 columns)
purchases (31 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
account_ref__name STRING
account_ref__value STRING
credit BOOL
currency_ref__name STRING
currency_ref__value STRING
doc_number STRING
entity_ref__type STRING
entity_ref__name STRING
entity_ref__value STRING
exchange_rate FLOAT64
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
payment_type STRING
print_status STRING
private_note STRING
remit_to_addr__city STRING
remit_to_addr__country_sub_division_code STRING
remit_to_addr__id STRING
remit_to_addr__lat STRING
remit_to_addr__line1 STRING
remit_to_addr__long STRING
remit_to_addr__postal_code STRING
sync_token STRING
total_amt FLOAT64
txn_date DATE
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Repeating fields are split into their own tables, listed here with their column counts.

  • purchases__line (21 columns)
  • purchases__purchase_ex__any (11 columns)
refund_receipts (35 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
apply_tax_after_discount BOOL
balance INT64
bill_addr__id STRING
bill_addr__lat STRING
bill_addr__line1 STRING
bill_addr__line2 STRING
bill_addr__line3 STRING
bill_addr__line4 STRING
bill_addr__long STRING
bill_email__address STRING
currency_ref__name STRING
currency_ref__value STRING
customer_memo__value STRING
customer_ref__name STRING
customer_ref__value STRING
deposit_to_account_ref__name STRING
deposit_to_account_ref__value STRING
doc_number STRING
exchange_rate FLOAT64
home_total_amt FLOAT64
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
payment_method_ref__name STRING
payment_method_ref__value STRING
print_status STRING
sync_token STRING
total_amt FLOAT64
txn_date DATE
txn_tax_detail__total_tax INT64
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Repeating fields are split into their own tables, listed here with their column counts.

  • refund_receipts__custom_field (6 columns)
  • refund_receipts__line (13 columns)
sales_receipts (45 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
apply_tax_after_discount BOOL
balance INT64
bill_addr__id STRING
bill_addr__lat STRING
bill_addr__line1 STRING
bill_addr__line2 STRING
bill_addr__line3 STRING
bill_addr__line4 STRING
bill_addr__long STRING
bill_email__address STRING
currency_ref__name STRING
currency_ref__value STRING
customer_memo__value STRING
customer_ref__name STRING
customer_ref__value STRING
deposit_to_account_ref__name STRING
deposit_to_account_ref__value STRING
doc_number STRING
email_status STRING
exchange_rate FLOAT64
home_total_amt FLOAT64
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
payment_method_ref__name STRING
payment_method_ref__value STRING
payment_ref_num STRING
print_status STRING
ship_addr__city STRING
ship_addr__country STRING
ship_addr__country_sub_division_code STRING
ship_addr__id STRING
ship_addr__lat STRING
ship_addr__line1 STRING
ship_addr__long STRING
ship_addr__postal_code STRING
sync_token STRING
total_amt FLOAT64
txn_date DATE
txn_tax_detail__total_tax INT64
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Repeating fields are split into their own tables, listed here with their column counts.

  • sales_receipts__custom_field (6 columns)
  • sales_receipts__line (17 columns)
  • sales_receipts__linked_txn (5 columns)
tax_agencies (13 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
display_name STRING
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
sync_token STRING
tax_registration_number STRING
tax_tracked_on_purchases BOOL
tax_tracked_on_sales BOOL
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.
tax_codes (15 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
active BOOL
description STRING
hidden BOOL
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
name STRING
sync_token STRING
tax_group BOOL
taxable BOOL
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Repeating fields are split into their own tables, listed here with their column counts.

  • tax_codes__sales_tax_rate_list__tax_rate_detail (7 columns)
tax_rates (17 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
active BOOL
agency_ref__value STRING
description STRING
display_type STRING
effective_tax_rate JSON
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
name STRING
rate_value FLOAT64
special_tax_type STRING
sync_token STRING
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.
terms (18 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
active BOOL
day_of_month_due INT64
discount_day_of_month INT64
discount_days INT64
discount_percent FLOAT64
due_days INT64
due_next_month_days INT64
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
name STRING
sync_token STRING
type STRING
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.
time_activities (23 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
billable_status STRING
customer_ref__name STRING
customer_ref__value STRING
description STRING
employee_ref__name STRING
employee_ref__value STRING
hourly_rate INT64
hours INT64
id STRING
item_ref__name STRING
item_ref__value STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
minutes INT64
name_of STRING
sync_token STRING
taxable BOOL
txn_date DATE
airbyte_cursor STRING
domain STRING
sparse BOOL
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.
transfers (18 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
amount FLOAT64
currency_ref__name STRING
currency_ref__value STRING
exchange_rate FLOAT64
from_account_ref__name STRING
from_account_ref__value STRING
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
private_note STRING
sync_token STRING
to_account_ref__name STRING
to_account_ref__value STRING
txn_date DATE
airbyte_cursor STRING
domain STRING
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.
vendor_credits (20 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
ap_account_ref__name STRING
ap_account_ref__value STRING
currency_ref__name STRING
currency_ref__value STRING
department_ref__name STRING
department_ref__value STRING
doc_number STRING
exchange_rate FLOAT64
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
sync_token STRING
total_amt FLOAT64
txn_date DATE
vendor_ref__name STRING
vendor_ref__value STRING
airbyte_cursor STRING
domain STRING
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Repeating fields are split into their own tables, listed here with their column counts.

  • vendor_credits__line (16 columns)
vendors (37 columns)
Column Type Description
_kaivo_id STRING Primary key that uniquely identifies the row. Auto-generated by Kaivo.
acct_num STRING
active BOOL
balance FLOAT64
bill_addr__city STRING
bill_addr__country STRING
bill_addr__country_sub_division_code STRING
bill_addr__id STRING
bill_addr__lat STRING
bill_addr__line1 STRING
bill_addr__long STRING
bill_addr__postal_code STRING
company_name STRING
currency_ref__name STRING
currency_ref__value STRING
display_name STRING
family_name STRING
fax__free_form_number STRING
given_name STRING
id STRING
meta_data__create_time TIMESTAMP
meta_data__last_updated_time TIMESTAMP
middle_name STRING
mobile__free_form_number STRING
primary_email_addr__address STRING
primary_phone__free_form_number STRING
print_on_check_name STRING
suffix STRING
sync_token STRING
tax_identifier STRING
term_ref__value STRING
title STRING
vendor1099 BOOL
web_addr__uri STRING
airbyte_cursor STRING
domain STRING
_kaivo_extracted_at TIMESTAMP Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

After the first load, Kaivo keeps your BigQuery warehouse up to date for you. Where QuickBooks supports it, each sync pulls only new and changed records so it stays fast; otherwise it refreshes the whole table. Every record keeps its original ID, so you won’t get duplicate rows.

How long does the initial sync take for QuickBooks?

Section titled “How long does the initial sync take for QuickBooks?”

It depends on how much history is in your QuickBooks account. Most initial syncs finish within minutes, while large accounts can take a few hours. After that, syncs only fetch new and changed records, so they’re much faster.

Yes. You pick which tables to sync when you set up the connection and can change the selection later. Tables you don’t select are never copied to your warehouse.

What happens when QuickBooks’s schema changes?

Section titled “What happens when QuickBooks’s schema changes?”

New fields are never added automatically. You choose which fields to sync, so data you haven’t selected (sensitive personal data, for example) never lands in your warehouse. When a new field appears, it becomes available for you to add. What happens to removed or renamed fields depends on a table’s sync mode: full-refresh tables always match what’s currently in QuickBooks, so dropped fields disappear, while incremental tables keep their existing columns and history, so an old field stays and newly added fields fill in over time.

How do I handle GDPR or data deletion requests?

Section titled “How do I handle GDPR or data deletion requests?”

Your data lives in your own Kaivo-managed BigQuery warehouse, so the most direct option is to delete or anonymise specific records right in BigQuery. If you delete data in QuickBooks instead, full-refresh tables drop it on the next sync, while incremental tables keep it, so you would remove the row in BigQuery or ask us to run a full refresh. To remove everything, delete the QuickBooks connector in Kaivo and all of its synced data is deleted with it.

Use accounts and journal_entries to build profit and loss and balance reporting from the ledger.

Track invoices, bills, and bill_payments to watch what is owed and what is due.

Join customers and items to invoices to compare revenue by account and product.

Use budgets against ledger data to see where spend diverges from plan.

Use QuickBooks data in your AI and BI tools

Section titled “Use QuickBooks data in your AI and BI tools”

Once QuickBooks data lands in your Kaivo-managed BigQuery warehouse, you can explore it with AI tools or any BI tool that connects to BigQuery. Here’s how the most common destinations work with QuickBooks data.

Use Kaivo’s MCP server to give Claude secure, workspace-scoped access to your data. Setup guide →

Microsoft’s BI tool with a native BigQuery connector. Supports direct query and scheduled refresh. Setup guide →

Free Google BI tool with native BigQuery support. One-click connection to your Kaivo warehouse; great for SMB teams on Google Workspace. Setup guide →

The premium analytics standard, with native BigQuery integration. Setup guide →

Use Connected Sheets to query BigQuery directly from a spreadsheet, with no SQL. Setup guide →

Connect via Power Query’s BigQuery connector. Setup guide →

Open-source BI tool with strong BigQuery support. Setup guide →

See our pricing page for QuickBooks connector pricing and plan details.