How to Connect Quickbooks to Snowflake? A Step-by-Step Guide

Last Modified: May 28, 2024 - 8 min read

Hannah Recker

Integrating QuickBooks with Snowflake can revolutionize the management of your financial data. This guide covers the advantages of this connection and provides detailed, step-by-step instructions for three methods: Coefficient, Hevo, and Stitch.

Advantages of Connecting QuickBooks to Snowflake

  • Centralize financial data: Combine QuickBooks financial data with other business data in Snowflake for a comprehensive view of your company’s performance.
  • Enhance financial analytics: Leverage Snowflake’s powerful analytics features to gain deeper insights into your financial data.
  • Streamline data management: Automate the transfer of data from QuickBooks to Snowflake, reducing manual effort and ensuring data consistency.

Connecting QuickBooks and Snowflake: 3 Methods

Connecting QuickBooks and Snowflake is crucial for businesses looking to leverage their financial data for comprehensive reporting and analysis. With a range of solutions catering to different needs, organizations can choose the tool that best aligns with their requirements and technical capabilities.

Solution

Best For

Coefficient

Finance teams who want to analyze disparate data in spreadsheets with no-code. Example: Combining QuickBooks data alongside other business data in Snowflake.

Fivetran

Companies that require continuous replication of large volumes of QuickBooks data to Snowflake for near real-time analytics.

Stitch

Organizations seeking an easy-to-use, affordable solution for moving QuickBooks data to Snowfla

How to Connect QuickBooks to Snowflake

Method 1: Coefficient – No-Code, User-Friendly

Coefficient connects your spreadsheet to all your business data without a single line of code. It allows users to perform quick, ad hoc analyses for a variety of use cases.

Pros:

  • Simple, no-code setup
  • Automatic data updates
  • Affordable pricing plans

Cons:

  • Scheduled automations are not free forever, though plans are affordable

Detailed step-by-step walkthrough:

Step 1. Install Coefficient

For Google Sheets

Open a new or existing Google Sheet, navigate to the Extensions tab, and select Add-ons > Get add-ons.

Select Get Add-ons option in Google Sheets Menu Bar

In the Google Workspace Marketplace, search for “Coefficient.”

Search and Choose Coefficient from Google Workspace

Follow the prompts to grant necessary permissions.

Image1

Launch Coefficient from Extensions > Coefficient > Launch.

Launch Coefficient Data Connector in Google Sheets

Coefficient will open on the right-hand side of your spreadsheet.

Coefficient Sidebar in Google Sheets

For Microsoft Excel

Open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

Find Coefficient Add-in from Microsoft Office Store

Type “Coefficient” in the search bar and click ‘Add.’

Add Coefficient Add-in to Excel from Microsoft Office Store

Follow the prompts in the pop-up to complete the installation.

Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.

Coefficient Sidebar in Microsoft Excel

Step 2. Import QuickBooks Data into Your Spreadsheet

Click ‘Import from…’ and scroll down until you find QuickBooks. 

Click ‘Connect’ to continue.

Choose Quickbooks as your data source in Coefficient sidebar

A couple notes:

  • You need Admin access in QuickBooks to establish a connection with Coefficient.
  • QuickBooks API permits only one admin to connect through Coefficient simultaneously.
  • You can connect multiple QuickBooks accounts to Excel with Coefficient.

Follow the prompts to connect Coefficient to your QuickBooks account.

Authorize  Quickbooks connection through Coefficient

Step 3: Define QuickBooks Data to Export to Excel

Next, specify the QuickBooks data you’re looking to bring into Excel.

Coefficient’s flexibility allows you to choose from over 17 standard QuickBooks reports, build one from scratch, or write a custom query.

Image18

Click ‘From QuickBooks Report’ to continue.

Image17

Choose a Report from the list then hit ‘Next.’

Select data to be connected from Quickbooks to Google Sheets using Coefficient

Customize your Report import by selecting “Display Columns By” and applying filters such as “Report Period” and “Accounting Method”.

Image24

Select your desired fields and click ‘Import.’

In just a few seconds, your QuickBooks export to Excel will automatically populate your spreadsheet.

Quickbooks Data Exported into Google Sheets

Step 3. Export Data from Your Spreadsheet to Snowflake

Before starting, make sure you’ve connected to Snowflake.

Then, navigate to Coefficient’s menu. Click “Export to…”

Choose Export option in Coefficient sidebar

Choose Snowflake from the list of available data sources.

Choose Snowflake as the data source in Coefficient sidebar

Select the tab and header rows in your spreadsheet that contains the data you want to export.

Select tab and headers rows of the data exported to Snowflake from Google Sheets using Coefficient

Click “Next” to continue.

Select the table in your Snowflake database that you want to update. Then, select the type of action you want to perform—Update, Insert, Upsert, or Delete.

Select the table in Snowflake database to be imported into snowflake

Map the fields from your spreadsheet to the corresponding Snowflake fields.

Map the fields between Google Sheets and Snowflake

Note: Primary Keys (ID fields) are required for Update and Delete actions. For Insert actions, the Primary Key field can be set to auto populate if it’s configured in Snowflake.

(Optional) Specify additional settings such as batch size, whether to export empty cells on an update, and the column for results.

Select the necessary formatting options if required

Confirm your settings.

Confirm the settings to push data into Snowflake from Google Sheets in Coefficient Add-on

Then, highlight the rows you want to update or export. You can choose to export all rows or specific rows.

Highlight the google sheet rows to be updated

After you’re finished, review your settings and click “Export.”

Follow the prompts to confirm your changes.

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Click on "Update Rows in Snowflake" to push the data from Google Sheets to Snowflake

In a few seconds, data from your spreadsheet will be pushed to Salesforce.

Data exported to Snowflake successfully using Coefficient add-on

Coefficient will then update the records in Snowflake, displaying the status, record ID, and timestamp of the updates in your spreadsheet.

Method 2: Hevo – Automated, No-Code Data Pipeline

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Hevo offers real-time data replication without requiring code, ideal for users needing automated data pipelines.

Pros:

  • Real-time replication
  • Supports numerous integrations
  • No coding required

Cons:

  • Subscription-based pricing
  • Initial setup can be complex

Step-by-Step Guide:

1. Setting Up Hevo Data:

Sign Up for a Hevo Account:

  • Visit the Hevo Data Website: Go to Hevo Data.
  • Create an Account: Click on “Sign Up” and provide the required information.
  • Log In: Verify your email address, if necessary, and log in to your Hevo Data account.

Choose QuickBooks as Your Source:

  • Access the Dashboard: Navigate to the Hevo dashboard once logged in.
  • Create Pipeline: Click on “Create Pipeline.”
  • Select Source: Choose “QuickBooks” from the list of available sources.

Connect Hevo to Your QuickBooks Account:

  • Follow Prompts: Provide your QuickBooks credentials and authorize Hevo to access your QuickBooks data.
  • Test Connection: Ensure that Hevo can successfully connect to your QuickBooks account.

Configure the Data You Want to Replicate:

  • Select Data Entities: Choose the specific data entities (e.g., invoices, customers, transactions) you want to replicate.
  • Data Extraction Settings: Configure any necessary data extraction settings.

2. Setting Up Snowflake as a Destination:

Add Snowflake as the Destination:

  • Choose Destination: In the Hevo dashboard, click on “Add Destination.”
  • Select Snowflake: Choose “Snowflake” from the list of destination options.

Enter Your Snowflake Account Details:

  • Account Details: Provide the necessary Snowflake account details, including:
    • Account Name: Your Snowflake account name.
    • Database Name: The database where the data will be stored.
    • Warehouse: The Snowflake warehouse to use for the data loading process.
    • Username and Password: Your Snowflake credentials.

Map Your Data Fields from QuickBooks to Snowflake:

  • Field Mapping: Define how the data fields from QuickBooks should map to the corresponding columns in Snowflake.
  • Transformation Rules: Set up any necessary data transformation rules to ensure the data is correctly formatted.

3. Start the Pipeline to Begin Real-Time Data Transfer:

Review the Pipeline Configuration:

  • Review Settings: Ensure all configurations and mappings are correct.
  • Activate Pipeline: Click on “Activate” to start the real-time data transfer.

Monitor the Data Sync Status:

  • Real-Time Monitoring: Use the Hevo dashboard to monitor the data sync status and ensure everything is functioning correctly.
  • Adjustments: Make any necessary adjustments based on the monitoring results.

Method 3: Stitch – Simple, Powerful ETL

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Stitch provides an effective ETL tool capable of handling large data volumes, perfect for more data-intensive needs.

Pros:

  • Easy setup
  • Handles large data volumes
  • Robust documentation

Cons:

  • Limited free tier
  • Some advanced features require coding

Step-by-Step Guide:

1. Setting Up Stitch:

Create an Account on Stitch:

  • Visit the Stitch Website: Go to Stitch.
  • Create an Account: Click on “Sign Up” and provide the required information.
  • Log In: Verify your email address, if necessary, and log in to your Stitch account.

Select QuickBooks as Your Data Source:

  • Access the Dashboard: Navigate to the Stitch dashboard once logged in.
  • Add Integration: Click on “Add Integration” and choose “QuickBooks” from the list of available sources.

Authorize and Connect Your QuickBooks Account:

  • Follow Prompts: Provide your QuickBooks credentials and authorize Stitch to access your QuickBooks data.
  • Test Connection: Ensure that Stitch can successfully connect to your QuickBooks account.

Configure the Data Replication Settings:

  • Select Data Entities: Choose the specific data entities (e.g., invoices, customers, transactions) you want to replicate.
  • Replication Frequency: Set the frequency at which you want the data to be replicated (e.g., hourly, daily).

2. Adding Snowflake as Your Destination:

Add Snowflake as Your Destination:

  • Choose Destination: In the Stitch dashboard, click on “Add Destination.”
  • Select Snowflake: Choose “Snowflake” from the list of destination options.

Input Your Snowflake Account Details:

  • Connection Settings: Provide your Snowflake account details, including:
    • Account Name: Your Snowflake account name.
    • Database Name: The database where the data will be stored.
    • Warehouse: The Snowflake warehouse to use for the data loading process.
    • Username and Password: Your Snowflake credentials.

Map QuickBooks Data Fields to Snowflake Tables:

  • Field Mapping: Define how the data fields from QuickBooks should map to the corresponding columns in Snowflake.
  • Transformation Rules: Set up any necessary data transformation rules to ensure the data is correctly formatted.

3. Start the ETL Process to Transfer and Transform Data:

Review the Configuration:

  • Review Settings: Ensure all configurations and mappings are correct.
  • Start ETL Process: Click on “Start” to begin the data transfer and transformation process.

Monitor the Data Sync Status:

  • Real-Time Monitoring: Use the Stitch dashboard to monitor the data sync status and ensure everything is functioning correctly.
  • Adjustments: Make any necessary adjustments based on the monitoring results.

Conclusion

Connecting QuickBooks to Snowflake enhances your financial data’s accessibility, accuracy, and analytic capabilities. Whether you choose Coefficient, Hevo, or Stitch, each method offers unique strengths tailored to different business needs.

Ready to streamline your financial data management? Get started with Coefficient today here.

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Hannah Recker Growth Marketer
Hannah Recker was a data-driven growth marketer before partying in the data became a thing. In her 12 years experience, she's become fascinated with the way data enablement amongst teams can truly make or break a business. This fascination drove her to taking a deep dive into the data industry over the past 4 years in her work at StreamSets and Coefficient.
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