QuickBooks Data Warehouse DFT+ Templates

Click here for learning about Power BI, Tableau, and MS Excel templates for QuickBooks.

Pre-mapped ETL+ tables available for Quickbooks. This list applies to Quickbooks Online. Subject to change without notice.

Important: DataSelf DFT foundation is ERP agnostic - click here to learn more.

Source	Table Name
QuickBooks	Accounts
QuickBooks	BillLineItems
QuickBooks	BillPaymentLineItems
QuickBooks	CreditMemoLineItems
QuickBooks	CreditMemos
QuickBooks	Customers
QuickBooks	CustomerTypes
QuickBooks	Departments
QuickBooks	DepositLineItems
QuickBooks	Deposits
QuickBooks	EstimateLineItems
QuickBooks	Estimates
QuickBooks	InvoiceLineItems
QuickBooks	Invoices
QuickBooks	Items
QuickBooks	JournalEntries
QuickBooks	JournalEntryLineItems
QuickBooks	PaymentLineItems
QuickBooks	PurchaseLineItems
QuickBooks	PurchaseOrderLineItems
QuickBooks	PurchaseOrders
QuickBooks	RecurringCreditMemoTransactions
QuickBooks	RecurringCreditMemoTransactionsLineItems
QuickBooks	RecurringInvoiceTransactions
QuickBooks	RecurringInvoiceTransactionsLineItems
QuickBooks	RecurringSalesReceiptTransactions
QuickBooks	RecurringSalesReceiptTransactionsLineItems
QuickBooks	RefundReceiptLineItems
QuickBooks	SalesReceiptLineItems
QuickBooks	SalesReceipts
QuickBooks	Terms
QuickBooks	Transfers
QuickBooks	VendorCreditLineItems
QuickBooks	Vendors
Data Warehouse	_D_Branch
Data Warehouse	_D_Company
Data Warehouse	_D_Customer
Data Warehouse	_D_CustAddress
Data Warehouse	_D_GL_Acct
Data Warehouse	_D_Item
Data Warehouse	_D_Sales_Invoice_Header
Data Warehouse	_D_Salesperson
Data Warehouse	_D_ShipTo
Data Warehouse	_D_Vendor
Data Warehouse	_D_Warehouse
Data Warehouse	_F_AR_Aging_Today
Data Warehouse	_F_GL_Transaction (WIP)
Data Warehouse	_F_Purchase_Order
Data Warehouse	_F_Sales_Invoice
Data Warehouse	_F_Sales_Invoice_Header
Data Warehouse	_T_DataAsOf
Data Warehouse	_T_Date
Data Warehouse	_T_Month
Data Warehouse	_T_Today

Notes:

Learn more about DataSelf’s DFT (Dimension, Fact, Time) at:
- DFT+ Data Model - Time Series
- DFT+ Modeling - Source Agnostic
Some of the above tables will only be deployed using customized SOWs or via services.
Currently, the Quickbook tables are extracted into the data warehouse using ODBC.
We only recommend extracting tables that are important for your reporting purposes.

Table Columns Example

DataSelf ETL+ templates include adjustments to table columns' data types and indexes. Click here to learn more.

The following is an example of a Quickbooks table and its column names, indexes, and formatting in ETL+.

Delta Load Example

DataSelf ETL+ templates include delta load configuration for popular large tables. This dramatically reduces the time to refresh the data warehouse. ETL+ Table Load Types.

The following is an example using the Upsert feature.

Table Linking Example

The following is an example of how the DFT are linked in DataSelf’s out-of-the-box templates. This linking applies in a similar way for Power BI data sets, Excel, Tableau data sources, and other reporting tools.