QuickBooks to Google Data Studio

This page provides you with instructions on how to extract data from QuickBooks and analyze it in Google Data Studio. (If the mechanics of extracting data from QuickBooks seem too complex or difficult to maintain, check out Stitch, which can do all the heavy lifting for you in just a few clicks.)

What is QuickBooks?

QuickBooks is Intuit's accounting software, which is available in both Desktop and Online editions. Targeted at small and medium-sized businesses, it manages payroll, inventory, and sales, and includes marketing tools, merchant services, and training resources.

Getting data out of QuickBooks

To load QuickBooks data to a data warehouse, first pull the data off of QuickBooks' servers using the QuickBooks Accounting and Payments APIs, which are discussed in the QuickBooks programming guide.

Sample QuickBooks data

QuickBooks' APIs return XML-formatted data, as in this example.

<IntuitResponse xmlns="http://schema.intuit.com/finance/v3" time="2017-04-03T10:22:55.766Z">
 <QueryResponse startPosition="10" maxResults="2">
 <Customer>
 <Id>2123</Id>
 <SyncToken>0</SyncToken>
 ...
 <GivenName>Srini</GivenName>
 </Customer>
 <Customer>
 <Id>2124</Id>
 <SyncToken>0</SyncToken>
 ...
 <GivenName>Peter</GivenName>
 </Customer>
 </QueryResponse>
</IntuitResponse>

Keeping QuickBooks data up to date

It's great that you've developed a script that pulls data from QuickBooks and loads it into a data warehouse, but what happens when you have new transactions, invoices, and payments?

The key is to build your script in such a way that it can identify incremental updates to your data. Use fields like CreateTime and LastUpdatedTime to identify records that are new since your last update, or since the most recent record you copied. Once you've taken new data into account, you can set up your script as a cron job or continuous loop to keep pulling down new data as it appears.

From QuickBooks to your data warehouse: An easier solution

As mentioned earlier, the best practice for analyzing QuickBooks data in Google Data Studio is to store that data inside a data warehousing platform alongside data from your other databases and third-party sources. You can find instructions for doing these extractions for leading warehouses on our sister sites QuickBooks to Redshift, QuickBooks to BigQuery, and QuickBooks to Snowflake.

Easier yet, however, is using a solution that does all that work for you. Products like Stitch were built to solve this problem automatically. With just a few clicks, Stitch starts extracting your QuickBooks data via the API, structuring it in a way that is optimized for analysis, and inserting that data into a data warehouse that can be easily accessed and analyzed by Google Data Studio.