Update .quickstart.yml and README (#193)

* Update .quickstart.yml and README for fy26 q4

* Fix spelling errors CHANGELOG and/or quickstart.yml

* Fix spelling errors CHANGELOG and/or quickstart.yml

* Fix links

* Update CHANGELOG.md

* Enhance analysis documentation with SQL instructions

Updated README to provide detailed analysis instructions and SQL compilation steps.

* Update README.md

* Apply suggestions from code review

* Generate dbt docs via GitHub Actions

---------

Co-authored-by: Claude README Updater <noreply@fivetran.com>
Co-authored-by: Catherine Fritz <111930712+fivetran-catfritz@users.noreply.github.com>
Co-authored-by: Joe Markiewicz <74217849+fivetran-joemarkiewicz@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>

Author: 5 people

.quickstart/quickstart.yml

@@ -55,6 +55,15 @@ table_variables:
     - purchase_order_linked_txn
     - purchase_order
 
+  _fivetran_quickstart_department:
+    - department
+  _fivetran_quickstart_address:
+    - address
+  _fivetran_quickstart_estimate:
+    - estimate
+  _fivetran_quickstart_estimate_line:
+    - estimate_line
+
 destination_configurations:
   databricks:
     dispatch:
@@ -70,3 +79,47 @@ public_models: [
   "quickbooks__ap_ar_enhanced",
   "quickbooks__cash_flow_statement"
 ]
+
+supported_vars:
+  quickbooks__accounts_payable_reference:
+    type: string
+    value: "Accounts Payable"
+    description: "The `ACCOUNT.account_type` for Accounts Payable records"
+    display_name: "Accounts Payable Account Name"
+
+  quickbooks__accounts_receivable_reference:
+    type: string
+    value: "Accounts Receivable"
+    description: "The `ACCOUNT.account_type` for Accounts Receivable records"
+    display_name: "Accounts Receivable Account Name"
+
+  quickbooks__undeposited_funds_reference:
+    type: string
+    value: "UndepositedFunds"
+    description: "The `ACCOUNT.account_sub_type` for Undeposited Funds records"
+    display_name: "Undeposited Funds Account Name"
+
+  quickbooks__sales_of_product_income_reference:
+    type: string
+    value: "SalesOfProductIncome"
+    description: "The `ACCOUNT.account_sub_type` for Sales of Product Income records"
+    display_name: "Sales of Product Income Account Name"
+
+  quickbooks__global_tax_account_reference:
+    type: string
+    value: "Global Tax Payable"
+    description: "The `ACCOUNT.name` for Global Tax Payable records"
+    display_name: "Global Tax Account Name"
+
+  quickbooks__sales_tax_account_reference:
+    type: string
+    value: "Sales Tax Payable"
+    description: "The `ACCOUNT.name` for Sales Tax Payable records"
+    display_name: "Sales Tax Account Name"
+
+  quickbooks__home_currency:
+    type: string
+    value: "USD"
+    description: "The primary reporting currency (e.g., USD, EUR, GBP, CAD) of your business. Relevant to organizations operating with multiple currencies."
+    display_name: "Home Currency"
+

CHANGELOG.md

@@ -1,16 +1,20 @@
 # dbt_quickbooks v1.3.0
 
-[PR #192](https://github.com/fivetran/dbt_quickbooks/pull/192) includes the following updates:
+[PR #192](https://github.com/fivetran/dbt_quickbooks/pull/192) and [PR #193](https://github.com/fivetran/dbt_quickbooks/pull/193) include the following updates:
 
 ## Bug Fixes
 - Fixed typo in `stg_quickbooks.yml` changing `test:` to `tests:` for proper dbt syntax compliance.
 
 ## Documentation
+- Updates README with standardized Fivetran formatting.
 - [Updates DECISIONLOG](https://github.com/fivetran/dbt_quickbooks/blob/main/DECISIONLOG.md#designating-a-single-accounts-payableaccounts-receivable-account) to explicitly call out join logic that requires a single designated Accounts Payable and a single designated Accounts Receivable account per currency with a possible workaround using variable configuration.
 - [Updates README](https://github.com/fivetran/dbt_quickbooks/blob/main/README.md#configuring-account-type-names) to reference the DECISIONLOG for additional details on configuring account type names to avoid potential data fanout issues.
 
 ## Under the Hood
 - Removed tax line table variables from `quickstart.yml` for Quickstart customers to prevent potential configuration issues until tax lines are fully validated for Quickstart use.
+- In the `quickstart.yml` file:
+  - Adds `table_variables` for relevant sources to prevent missing sources from blocking downstream Quickstart models.
+  - Adds `supported_vars` for Quickstart UI customization.
 
 # dbt_quickbooks v1.2.1
 [PR #187](https://github.com/fivetran/dbt_quickbooks/pull/187) includes the following updates: