Connectors

QuickBooks Online

The QuickBooks Online connector makes it easy to bring your QuickBooks Online data into Marquis IQ for reporting and analysis. Your financial data is loaded into Marquis IQ and can be viewed alongside ERP, CRM, and other operational data in one place.

Multiple instances of QBO? No problem. Marquis IQ provides the best option for bringing them together into a single, consolidated view through one tool.

How the QuickBooks Online Connector Works
Marquis Data QuickBooks Online Connector

Marquis IQ connects to QuickBooks Online using secure OAuth authentication. Once connected, your data is synced into Marquis IQ on a scheduled basis.

Why Connect QuickBooks Online to Marquis IQ

Full-suite integration 

Bring in all your QuickBooks Online data (Accounts, Invoices, Bills, Customers, Vendors, Transactions, etc.) alongside ERP, CRM, and other systems.

Direct Excel integration

Stop wasting time loading exports, build your Excel pivots and charts once, refresh anytime for ultimate efficiency.

Custom fields

Bring in all standard and custom fields into your data for unlimited analysis.

Full-featured data visualization

Empower your analysts with seamless compatibility across enterprise BI platforms.  PowerBI? Yes. Tableau? Of course.

One Source of Truth 

Combine financials from QBO with operational and CRM data for comprehensive KPIs across your business.

Decision-ready Data, Out of the Box 

No more wrestling with exports, CSVs, or mismatched formats. Marquis IQ cleans, normalizes, and enriches QBO data automatically, ready for dashboards, analytics, and AI-powered insights.

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Supported QuickBooks Online Data

The connector supports common QuickBooks Online data, including chart of accounts, customers, vendors, invoices, bills, payments, transactions, journal entries, and company metadata.

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Data Flow and Sync Behavior

Data flows from QuickBooks Online into Marquis IQ. Syncs run on a schedule and use incremental updates to keep data current. Historical data is retained so you can report across time periods.

Connector Features

Capability
Secure OAuth Connection
Description
✅ Connects to QuickBooks Online using OAuth authentication
Automated ETL and ELT
✅ Retrieves QuickBooks Online data on a scheduled basis
Structured Data Mapping
✅ Loads data into standardized tables within Marquis IQ
Incremental Data Updates
✅ Syncs new and updated records efficiently
Historical Data Retention
✅ Maintains historical records for reporting and analysis
Analytics-Ready Data
✅ Provides structured data for dashboards and reporting
Cross-System Integration
✅ Supports analysis alongside ERP, CRM, and operational data
BI Tool Support
✅ Makes data available to external reporting and BI tools 
(Tableau, PowerBI, Excel)
No-Code Configuration
✅ Allows connector setup without engineering involvement
Pipeline Visibility
✅ Provides visibility into data sync activity

The QuickBooks Online connector is available as part of the Marquis IQ platform.

Contact Marquis Data to learn more about connector availability and configuration options.