Quickbooks Online

The QuickBooks Online integration lets you automatically sync your financial data with Runway, eliminating manual data entry and ensuring your actuals stay up to date. With this connection, your financial models always reflect the latest numbers from QuickBooks.

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.

Setting up Quickbooks Online via Fivetran

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).
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.

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)

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 name	Example	Data type	Availability
Transaction Date	Mar 28, 2024	Date driver	Via Template - used to group by Month in timeseries
Income Statement Amount	15,000	Number driver	via Template
Account Subtype	SalesOfProductIncome	Dimension	via Template
Account Type	Income	Dimension	via Template
Class	East	Dimension	via Template
Customer	Acme Corp	Dimension	Can be added
Department	Sales	Dimension	Can be added
Financial Statement Helper	income_statement	Dimension	Can be added
GL Account Name	4001 Revenue - Subscription	Dimension	via Template
GL Account Name (no number)	Revenue - Subscription	Dimension	Can be added
GL Account Number	4001	Dimension	Can be added
GL Category	Revenue	Dimension	via Template
Parent GL Account Name	4000 - Revenue	Dimension	Can be added
Parent GL Account Number	4000	Dimension	Can be added
Parent GL Name (no number)	Revenue	Dimension	Can be added
Vendor	AWS	Dimension	via Template

Combined balance sheet & cash flow data

Data name	Example	Data type	Availability
BS Account Name	1001 - Chase Checking	Dimension	via Template
Class Name	SG&A	Dimension	via Template
Accounting Month	Mar 2024	Date driver	Via Template - used to group by Month in timeseries
Beginning Balance	500,000	Number driver	via Template
Ending Balance	525,000	Number driver	via Template
Net Change	25,000	Number driver	via Template
BS Account Type	Bank	Dimension	via Template
BS Account Subtype	Checking	Dimension	via Template
BS Account Number	1001	Dimension	Can be added
BS Account Name (no number)	Chase Checking	Dimension	Can be added
BS Account Category	Asset	Dimension	via Template
Cash Flow Type	Cash or Cash Equivalents	Dimension	via Template
Parent BS Account Name	1000 - Cash	Dimension	Can be added
Parent BS Account Number	1000	Dimension	Can be added
Is Sub-Account	Yes	Dimension	Can 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.

Quickbooks Online FAQs

Does Runway write data back to QuickBooks?

No, Runway supports read-only integrations. No data is written back to QuickBooks.

Can I connect multiple instances of QuickBooks Online?

Absolutely. To add additional instances, go to the Integrations Directory in Runway, click Installed, then select Set Up. Follow the same setup flow as outlined above for each additional instance.

Can I pull other types of data from QuickBooks?

Yes! Our integration is highly customizable. While the QBO Data Import template includes starter queries that fit most use cases, you can also write your own SQL queries leveraging this QuickBooks schema. Not a SQL expert? No problem—our CX team is happy to assist\!