Sales Data Model

Overview of the QuickBooks Sales Data Model

This data model is based upon the following Sales Based Transactions in QuickBooks (posting and non-posting):

• Estimates
• Sales Orders
• Invoices
• Credit Memos
• Sales Receipts
• Statement Charges

Features

• Over 1750 available fields
• 41 Measures including 23 not available in any QuickBooks report
• 450 Additional DAX measures for Power/Pivot and Power BI
• Posting, Non-Posting, Linked Sales Transactions
• Actual COGS, Margins for Inventory and Assembly Items
• Payments and Discounts
• Printed and Base U of M Quantities
• Home and Foreign Currencies

Output Examples

Schema

AVAILABLE FIELDS	DIMENSION DETAIL LINKS
	Dates and Calendar Dimensions: 52/53 Tax Year Billed Date Due Date Fiscal Year Fully Paid Date Service Date Ship Date Suggested Discount Date Transaction Date Job End Date Job Projected End Date Job Start Date More Info on Calendars
	Document Based Dimensions:  Document Attributes Line Attributes Geography
	List Based Dimensions:  Account (COGS) Account (Sales) Account (Summary) Bin Location Class Company Currency Customer Customer Rep Customer Message Customer Sales Tax Code Item Item Sales Tax Code Job Job Rep Payment Method Sales Rep Sales Tax Item Ship Method Site Template Terms UofM
	Linked Information:  Sales Linked Transactions Account (Cash Source)

Additional DAX Measures for PowerPivot and Power BI