Invoice tax lines

[caffeinebounce]

Is there an existing feature request for this?

• I have searched the existing issues

Describe the Feature

I would like this to pull through the tables needed for invoice tax lines. I believe the required tables would be invoice_tax_line, tax_rate, and tax_agency. These are available in the base Fivetran QB connector, but are not pulled through into this flow.

In my QB, these are used to drive a tax payables line on the balance sheet. The addition of these tables is a pre-requisite to additional downstream changes to bring those calculations into the data pipeline. Without these changes the balance sheet and cash flow statement is off.

Describe alternatives you've considered

n.a.

Are you interested in contributing this feature?

• Yes.
• Yes, but I will need assistance and will schedule time during your office hours for guidance.
• No.

Anything else?

No response

[fivetran-joemarkiewicz]

Hi @caffeinebounce thanks for opening this issue and raising awareness to the need of the tax information associated with your invoices. This seems to be a similar request to Issue #56 on our quickbooks transformation package.

We are currently evaluating and understanding how to include these fields within our package and downstream transformations. I will share more details here once we are able to include this feature in an upcoming sprint and future release. We will also likely share branch details so you may test the working branch prior to release in order to ensure the data is accurate.

Thanks!

[caffeinebounce]

Yes, that's the same issue.

I have it fixed on my end (with repos I forked), but there seems to be a limitation with Quickbooks Online where there doesn't seem to be an exposed mapping between the TAX_AGENCY and an ACCOUNT in the chart of accounts (at least not one I can find). Not sure if it's a quirk with how my accountants do things. To get around this, I had to manually map the lines in the dbt code, which is not ideal. If helpful, my fix is in the two commits below. I've tested on my data and it works.

0bfe86d
fivetran/dbt_quickbooks@66e2001

[fivetran-joemarkiewicz]

Thanks so much for sharing @caffeinebounce!

I will take a look at your fork and may have some additional follow up questions as we continue to investigate this.

[fivetran-joemarkiewicz]

HI @caffeinebounce I am starting to work on integrating these features and scope out how to account for tax lines appropriately. I noticed you have some work on a forked version of the package.

If you wanted to open a PR with your additions I would be happy to collaborate and include your contributions! I may make some modifications to ensure this works for all users, but would be happy to review and leverage your contributions if you were interested.