Setup Guide
How to Connect QuickBooks to Polar.
A Polar account with your stack connected and a one-time QuickBooks authorization. The AI Data Engineer connects to the QuickBooks API and adds expenses, COGS and fees into your semantic layer.
01 · What you need
A Polar account with your stack
A Polar account with Shopify and your sources connected. QuickBooks costs blend onto the revenue Polar already governs.
Connect your data →A QuickBooks account
A QuickBooks Online account with the expense, COGS and fee data you want reflected in your P&L.
Open QuickBooks →A one-time QuickBooks authorization
QuickBooks connects over OAuth: you authorize access to your company once, and the AI Data Engineer handles the rest, including token renewal.
02 · Add QuickBooks data with the AI Data Engineer
1
Ask the AI Data Engineer for QuickBooks ~5 min
It connects to the QuickBooks API.
Tell the AI Data Engineer what you want in plain language. It connects to the QuickBooks API, shows you exactly what it can pull, then lands your accounting in your Polar warehouse, refreshed daily, no separate pipeline to build.
2
Map the cost data ~2 min
Expenses, COGS, fees.
1
Tell Polar which QuickBooks accounts map to COGS, operating expenses and fees.
2
Once mapped, the costs behave like any other governed source, blended with revenue from Shopify and the rest.
add QuickBooks operating expenses to Polar
map COGS and fees from QuickBooks
map COGS and fees from QuickBooks
3
See true profit the payoff
Costs and revenue, one view.
Your operating expenses and fees now sit next to revenue in Polar, so contribution margin and net profit are calculated on real cost, everywhere, not just in accounting.
Side by side
Profit calculated on what you actually spent.
QuickBooks holds the costs Shopify never saw. Until they reach your reporting, margin is a revenue number with a guess attached to it.
QuickBooks on its ownthe books
+
QuickBooks with Polarthe books, in your P&L
Operating expenses, COGS and fees live in accounting, not in reporting.
Expenses, COGS and fees imported by the AI Data Engineer onto governed revenue.
Margin is calculated on revenue, so it flatters every channel.
Contribution margin and net profit computed on real cost.
Finance and marketing quote different profit numbers.
One definition of profit, the one your finance team already uses.
Reconciling the month is a manual export in both directions.
The costs land in the same model as the revenue, on a schedule.
The Gap
Costs in on request. Real profit out.
Ask the AI Data Engineer and it connects to the QuickBooks API, landing expenses, COGS and fees in your semantic layer, blended with governed revenue, so contribution margin and net profit are calculated on real cost.
QuickBooks
expenses, COGS & fees via the AI Data Engineer
true margin & net profit