QuickBooks is the accounting system of record for many businesses — customers, invoices, payments, and the chart of accounts. Connecting it as a data source through the Connectors library syncs those tables into your Alta workspace, where they become training data for Alta and a foundation for your metrics, dashboards, and Luna analysis. Once it's flowing, you can measure revenue, AR, and collections — and ask Luna questions in plain English. QuickBooks connects with credentials.

Who this is for: Finance and ops teams who want QuickBooks accounting data measured alongside revenue data in Alta.

Before you start

Have your QuickBooks Online credentials and company (realm) ID ready, with access to the company file you want to sync.
Connect a source only once per workspace. If QuickBooks already shows Connected, edit the existing connection.

Connect QuickBooks

Open Connectors from the sidebar.
Find Quickbooks via the ERP tab or the Search data sources box.
Click the QuickBooks card to open the Create connector screen.
Fill in the connection fields shown, then click Create.
Alta runs a connect test. If it fails you'll see The connect test has failed with QuickBooks' error — fix the field and retry.
The card then shows Connected and Data is syncing until the first sync finishes.

Choose which tables sync

Open the connection. QuickBooks brings in tables like customers, invoices, payments, and accounts.
Use the Synced toggle in the Quickbooks tables section to control what's pulled in.
Turn off Show only synced tables to see everything available (items, bills, credit memos, and more).

Key tables and fields synced

customers — Id, DisplayName, Balance, Active
invoices — Id, TotalAmt, Balance, TxnDate, DueDate, CustomerRef
payments — Id, TotalAmt, TxnDate, CustomerRef
accounts — chart of accounts: Id, Name, AccountType, CurrentBalance
items — products/services billed: Id, Name, Type, UnitPrice

What you can ask this data

Once it's syncing, build it into metrics and dashboards or just ask Luna / Ask AI. For example:

"What's our total outstanding accounts receivable?" — sums invoices.Balance where > 0.
"How much did we invoice vs collect last month?" — compares invoices.TotalAmt to payments.TotalAmt by date.
"Which customers have overdue invoices?" — filters invoices where DueDate is past and Balance > 0.
"What's revenue by month?" — trends invoice totals over TxnDate.
"What are our top revenue items?" — groups invoice lines by items.Name.

Example use cases

AR & collections dashboard. Outstanding balances, aging buckets, and overdue customers.
Revenue reporting. Invoiced and collected revenue by month, customer, or item.
Cash-flow view. Invoices vs. payments over time.
Finance + CRM. Join QuickBooks customers to CRM accounts to tie billing back to deals.

Keep it in sync

Sync status shows Last sync (Succeeded/Failed) and the Sync frequency.
Click Sync now to refresh immediately; it's disabled while a sync runs.
Use the overflow menu (⋯) to Disable, Enable, or Delete.

Tips and common pitfalls

Pick the right company. If you manage multiple QuickBooks companies, confirm the realm ID matches the one you want.
Re-auth if access expires. Reconnect from the card if syncs start failing on authorization.
Invoice vs payment dates differ. Use TxnDate for billed revenue and payment dates for collected cash.
Deleting is permanent. Disable instead to pause.