This is the initial release of the QuickBooks transform package!
The main focus of this package is to provide users insights into their QuickBooks data that can be used for financial statement reporting and deeper analysis. The package achieves this by:
- Creating a comprehensive general ledger that can be used to create financial statements with additional flexibility.
- Providing historical general ledger month beginning balances, ending balances, and net change for each account.
- Enhancing Accounts Payable and Accounts Receivables data by providing past and present aging of bills and invoices.
- Pairing all expense and sales transactions in one table with accompanying data to provide enhanced analysis.
Currently the package supports Redshift, BigQuery, and Snowflake.