QuickBooks + Bruin

Source

Ingest QuickBooks data into your warehouse with incremental loading, quality checks, and full lineage. Defined in YAML, version-controlled in Git.

For business teams

What you get

Revenue reporting you can audit
QuickBooks transaction data flows into your warehouse with quality checks that validate amounts, currencies, and reconciliation — every single sync.
MRR/ARR calculated right
Combine QuickBooks with subscription data to automate MRR, ARR, and churn calculations. Finance gets numbers, not guesswork.
Catch issues before close
Quality checks flag missing transactions, amount mismatches, and anomalies. Finance finds out from Bruin, not from the CFO.
Unified financial view
Join QuickBooks with your ERP, CRM, and other financial tools. One source of truth for revenue, not five spreadsheets.

For data & engineering teams

How it works

Idempotent incremental loads
Re-runs are safe. Bruin's merge strategy ensures QuickBooks transactions are never duplicated, even on retry.
YAML-defined, Git-versioned
Your QuickBooks pipeline is a YAML file. Review in PRs, deploy with CI/CD, roll back with git revert. Auditors love this.
Reconciliation checks
Custom SQL checks validate that amounts balance and currencies match. Pipeline stops if something doesn't add up.
Multi-destination support
Land QuickBooks data in BigQuery, Snowflake, Redshift, or DuckDB. Switch destinations by changing one line.

Before you start

QuickBooks app registration

OAuth2 setup

Company access permissions

Step 1

Add your QuickBooks connection

Connect using QuickBooks OAuth2 credentials. Add this to your Bruin environment file — credentials are stored securely and referenced by name in your pipeline YAML.

Parameters

client_idQuickBooks app client ID
client_secretQuickBooks app client secret
refresh_tokenOAuth2 refresh token
company_idQuickBooks company ID
sandboxUse sandbox environment (true/false)

connections:
  quickbooks:
    type: quickbooks
    uri: "quickbooks://?client_id=<client_id>&client_secret=<client_secret>&refresh_token=<refresh_token>&company_id=<company_id>&sandbox=<sandbox>"

Step 2

Create your pipeline

Define a YAML asset that tells Bruin what to pull from QuickBooks and where to land it. This file lives in your Git repo — reviewable, version-controlled, and deployable with CI/CD.

Available tables

customersvendorsitemsinvoicesbillspayments

name: raw.quickbooks_customers
type: ingestr

parameters:
  source_connection: quickbooks
  source_table: 'customers'
  destination: bigquery

# Syncs transactions, invoices, and payment
# data with idempotent incremental loads.

Step 3

Add quality checks

Validate QuickBooks data on every sync. Catch amount mismatches, missing currencies, and reconciliation failures before they reach finance reports.

Validate that credits and debits balance

Catch null amounts and missing currencies

Ensure transaction IDs are unique — no duplicates

columns:
  - name: id
    checks:
      - name: not_null
      - name: unique
  - name: amount
    checks:
      - name: not_null
  - name: currency
    checks:
      - name: not_null

custom_checks:
  - name: amounts balance
    query: |
      SELECT ABS(SUM(CASE WHEN type = 'credit'
        THEN amount ELSE -amount END)) < 0.01
      FROM raw.quickbooks_customers
      WHERE created_at > CURRENT_DATE - 1

Step 4

Run it

One command. Bruin connects to QuickBooks, pulls data incrementally, runs your quality checks, and lands clean data in your warehouse. If a check fails, the pipeline stops — bad data never reaches downstream.

Backfill historical data with --start-date

Schedule with cron or trigger from CI/CD

Full lineage from QuickBooks to your dashboards

$ bruin run .

Running pipeline...

  quickbooks_customers
    ✓ Fetched 2,847 new records
    ✓ Quality: campaign_id not_null     PASSED
    ✓ Quality: spend not_null           PASSED
    ✓ Quality: no negative ad spend     PASSED
    ✓ Loaded into bigquery

  Completed in 12s

Other Payments & Finance integrations

ADP

Adyen

Bill.com

Brex

Chargebee

ChartMogul

Ready to connect QuickBooks?

Start for free, or book a demo to see how Bruin handles ingestion, quality, lineage, and scheduling for your entire data stack.

Book a demo Read the docs