Hey Keith, a data dictionary is a common request, the unfortunate answer is that the best source of information is the QBO API documentation at QuickBooks | Docs | Intuit Developer . The connector supports Transaction, Name List, and Supporting resources. (But not Reporting.)
Regarding the QBO starter workbook, the intent was for it to help people get started with the complicated/necessary joins. Sean Li, can you give us an update on the status of that workbook?
Unfortunately we are not able to develop the QuickBooks Starters due to the limitation of the QuickBooks API.
Yikes! That is a real bummer. Can you please let us know what plans there are?
A big hype was made about the QBO connector and the starter workbooks at the TC17 conference. Now here we are today, more than one year later, and there is very little that is useable.
- Has development stalled now on the QBO connector?
- Are you aware, does Intuit plan to address these limitations in QuickBooks API?
- What are current status and plans in this area?
Hey Keith, it was great meeting you in person at TC18 today! We hear you on the challenges you're facing and want to help. Regarding the API limitation, I would encourage you to let Intuit know the importance of this functionality. You can see where I've communicated with them here: Intuit Developer Support . As you can imagine, the Intuit API not supporting something as basic and fundamental as CoGS and P&L was very unexpected and something we didn't discover until late in the project. We're hoping that they address this gap soon so that we can deliver the functionality we demo'd at TC17 and that we had the reasonable expectation of being able to deliver.
Thank you for pointing to the specific issue you're facing with the QBO API. I can def understand how the inability to reproduce basic reports like a CoGS or PnL would give pause to releasing the starter workbook.
As we discussed, my particular use-case is not concerned with reproducing a CoGS or P&L. Although, that ability to do so would be handy and go a long way to instilling confidence.
What's most important and immediate is the desire to save valuable time with understanding the complex table relationships that I believe your team has already invested time into parsing and understanding.
While we definitely would like the QBO Connector to allow easy access/reproduction of reports like COGS or P&L, we agree with Keith Helfrich of the pressing need for a data dictionary.
For us, it is understanding the table relationships that Tableau employed in producing the Sales and Expenses by Line Item table. This was engineered by Tableau, so going to Intuit's QBO API documentation would not provide this. Is this something that Tableau can provide?