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Add QBO migration tools and sample data - #6

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Michael-Savelli wants to merge 3 commits into
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feature/qbo-tool
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Add QBO migration tools and sample data#6
Michael-Savelli wants to merge 3 commits into
mainfrom
feature/qbo-tool

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Summary

This pull request adds the initial QuickBooks Online (QBO) migration tooling and sanitized sample datasets for the Project Funding Ledger.

Changes

  • Added QBO transaction migration pipeline under tools/qbo/
    • qbo_txn_detail_by_class_transformer.py
    • qbo_txn_detail_by_class_dimensioner.py
    • qbo_txn_detail_by_class_finalizer.py
    • qbo_txn_detail_by_class_report_transform_orchestrator.py
  • Added sanitized sample datasets for:
    • Organizations
    • Funding Sources
    • Transactions

Purpose

These tools provide the initial ETL pipeline for transforming a QuickBooks "Transaction Detail by Class" report into the standardized Project Funding Ledger transaction import format.

The sample datasets allow contributors to develop, test, and validate the migration pipeline without exposing confidential financial information.

Notes

  • All sample data has been anonymized.
  • No production or personally identifiable information (PII) is included.
  • This PR establishes the initial QBO migration tooling; additional migration utilities and documentation will be added in future pull requests.

@tswast tswast mentioned this pull request Jul 19, 2026
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Comment thread tools/qbo/qbo_txn_detail_by_class_dimensioner.py
Comment thread tools/qbo/qbo_txn_detail_by_class_dimensioner.py
Co-authored-by: Kurt McKee <contactme@kurtmckee.org>
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2 participants