Runway offers two ways to integrate with QuickBooks Online:
  • Quick-start connection – A fast and simple setup.
  • SQL-powered integration via Fivetran (Recommended) – For advanced data customization.

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Setting up Quickbooks Online via Fivetran

images/integrations/quickbooks-fivetran.png

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Connecting the integration

  1. Open your Runway instance.
  2. In the left sidebar, hover over Integrations and click the + button to open the Integrations Directory.
  3. Search for QuickBooks and click + Set up under the Fivetran option.
  4. For the Schema Name:
    • If connecting a single QuickBooks instance, leave it as quickbooks.
    • If connecting multiple QuickBooks instances, update the Schema Name with a unique identifier (e.g., quickbooks_us, quickbooks_ltd). images/integrations/quickbooks-fivetran-schema-name.png
  5. Click Authorize to be redirected to Fivetran to complete the connection.
  6. Follow Fivetran’s setup guide to finish configuring the integration.
  7. Click Save & Test to begin syncing your data. You’ll be redirected back to Runway.

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Syncing your data into Runway

Runway provides integration templates to help you quickly import Income Statement, Balance Sheet, and Cash Flow data from QuickBooks Online, even with this SQL-powered integration.
  1. In the sidebar, navigate to Templates.
  2. Search for QBO Data Import.
  3. Click + Add to Runway on the template card.
  4. The template will:
    • Automatically add Income Statement and Combined Balance Sheet + Cash Flow queries to the QuickBooks integration.
    • Create the following databases in Runway:
      • IS Data (Income Statement)
      • BS Data (Balance Sheet)
      • CF Data (Cash Flow)
/images/integrations/quickbooks-template.png+_existingInIndexedDbMintlify

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Supported data from Quickbooks Online via Fivetran

When using the QBO Data Import integration template, the following financial data becomes available in Runway: Income statement data
Data nameExampleData typeAvailability
Transaction DateMar 28, 2024Date driverVia Template - used to group by Month in timeseries
Income Statement Amount15,000Number drivervia Template
Account SubtypeSalesOfProductIncomeDimensionvia Template
Account TypeIncomeDimensionvia Template
ClassEastDimensionvia Template
CustomerAcme CorpDimensionCan be added
DepartmentSalesDimensionCan be added
Financial Statement Helperincome_statementDimensionCan be added
GL Account Name4001 Revenue - SubscriptionDimensionvia Template
GL Account Name (no number)Revenue - SubscriptionDimensionCan be added
GL Account Number4001DimensionCan be added
GL CategoryRevenueDimensionvia Template
Parent GL Account Name4000 - RevenueDimensionCan be added
Parent GL Account Number4000DimensionCan be added
Parent GL Name (no number)RevenueDimensionCan be added
VendorAWSDimensionvia Template
Combined balance sheet & cash flow data
Data nameExampleData typeAvailability
BS Account Name1001 - Chase CheckingDimensionvia Template
Class NameSG&ADimensionvia Template
Accounting MonthMar 2024Date driverVia Template - used to group by Month in timeseries
Beginning Balance500,000Number drivervia Template
Ending Balance525,000Number drivervia Template
Net Change25,000Number drivervia Template
BS Account TypeBankDimensionvia Template
BS Account SubtypeCheckingDimensionvia Template
BS Account Number1001DimensionCan be added
BS Account Name (no number)Chase CheckingDimensionCan be added
BS Account CategoryAssetDimensionvia Template
Cash Flow TypeCash or Cash EquivalentsDimensionvia Template
Parent BS Account Name1000 - CashDimensionCan be added
Parent BS Account Number1000DimensionCan be added
Is Sub-AccountYesDimensionCan be added
The QBO Data Import integration template includes the most commonly used financial data, but you can add additional supporting data to your database configurations for more detail if needed.

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Quickbooks Online FAQs