QuickBooks connector

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

Written By Lauri Raivio

Last updated 1 day ago

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.

What is the QuickBooks connector

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

  1. Sign up for Kaivo and create a workspace.
  2. Connect your QuickBooks account.
  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.

Authenticating QuickBooks

Authenticate with your QuickBooks credentials. You provide:

FieldDescription
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.

Configuring the QuickBooks connector

When you set up the connector, you provide:

FieldDescription
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.

Tables and columns synced from QuickBooks

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

How the QuickBooks sync works

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.

Frequently asked questions

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.

Can I sync only some tables or columns?

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?

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?

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.

Common use cases for QuickBooks data

Financial statements

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

Receivables and payables

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

Customer profitability

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

Budget versus actual

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

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.

Claude

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

Power BI

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

Data Studio

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

Tableau

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

Google Sheets

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

Excel

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

Metabase

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

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