fivetran / fivetran/dbt_quickbooks

[Feature] Profit and Loss, General Ledger by Period, and Balance Sheet models based on cash accounting method

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#111 4 comments 1 reaction 0 assignees View on GitHub
type:enhancement
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Description

### Is there an existing feature request for this?

- [X] I have searched the existing issues

### Describe the Feature

Currently we have set up our Quickbooks Profit and Loss statement, General Ledger by Period and Balance Sheet models to use the Accrual method rather than the Cash Accounting method. This is because Accrual is GAAP approved, while Cash Basis is not.

Accrual is generally the preferred method because it provides a more accurate view of finances, while also factoring in accounts receivable and payable, but we do know that small businesses would prefer to use cash basis.

We'd love to hear from customers as to whether setting up equivalent models that rely on cash accounting would be something you'd be interested in!

### Describe alternatives you've considered

_No response_

### Are you interested in contributing this feature?

- [X] Yes.
- [ ] Yes, but I will need assistance and will schedule time during your [office hours](https://calendly.com/fivetran-solutions-team/fivetran-solutions-team-office-hours) for guidance.
- [ ] No.

### Anything else?

_No response_

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