Automate QuickBooks Online Integration Tasks from PowerShell

The CData Cmdlets for QuickBooks Online are standard PowerShell cmdlets that make it easy to accomplish data cleansing, normalization, backup, and other integration tasks by enabling real-time and bidirectional access to QuickBooks Online.

Getting Started

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PowerShell Cmdlets or ADO.NET Provider?

The Cmdlets are not only a PowerShell interface to QuickBooks Online, but also an SQL interface; this tutorial shows how to use both to create, retrieve, update, and delete QuickBooks Online data. We also show examples of the ADO.NET equivalent, which is possible with the CData ADO.NET Provider for QuickBooks Online. To access QuickBooks Online data from other .NET applications, like LINQPad, use the CData ADO.NET Provider for QuickBooks Online.

Once you have acquired the necessary connection properties, accessing QuickBooks Online data in PowerShell can be enabled in three steps.

QuickBooks Online uses the OAuth authentication standard. OAuth requires the authenticating user to log in through the browser. To authenticate using OAuth, you can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL or you can obtain your own by registering an app with Intuit. Additionally, if you want to connect to sandbox data, set UseSandbox to true.

See the Getting Started chapter of the help documentation for a guide to using OAuth.

PowerShell

1. Install the module:

   Install-Module QuickBooksOnlineCmdlets

2. Connect:

   $quickbooksonline = Connect-QBOnline -InitiateOAuth "$InitiateOAuth"
   

3. Search for and retrieve data:

   $fullyqualifiedname = "Cook, Brian"
   $customers = Select-QBOnline -Connection $quickbooksonline -Table "Customers" -Where "FullyQualifiedName = `'$FullyQualifiedName`'"
   $customers
   

   You can also use the Invoke-QBOnline cmdlet to execute SQL commands:

   $customers = Invoke-QBOnline -Connection $quickbooksonline -Query 'SELECT * FROM Customers WHERE FullyQualifiedName = @FullyQualifiedName' -Params @{'@FullyQualifiedName'='Cook, Brian'}
   

ADO.NET

1. Load the provider's assembly:

   [Reflection.Assembly]::LoadFile("C:\Program Files\CData\CData ADO.NET Provider for QuickBooks Online\lib\System.Data.CData.QuickBooksOnline.dll")
    

2. Connect to QuickBooks Online:

    
   $conn= New-Object System.Data.CData.QuickBooksOnline.QuickBooksOnlineConnection("InitiateOAuth=GETANDREFRESH;")
   $conn.Open()
   

3. Instantiate the QuickBooksOnlineDataAdapter, execute an SQL query, and output the results:

   $sql="SELECT DisplayName, Balance from Customers"
   
   $da= New-Object System.Data.CData.QuickBooksOnline.QuickBooksOnlineDataAdapter($sql, $conn)
   $dt= New-Object System.Data.DataTable
   $da.Fill($dt)
   
   $dt.Rows | foreach {
   	Write-Host $_.displayname $_.balance
   }
    

Update QuickBooks Online Data

PowerShell

Update-QBOnline -Connection $QuickBooksOnline -Columns @('DisplayName','Balance') -Values @('MyDisplayName', 'MyBalance') -Table Customers -Id "MyId"

ADO.NET

$cmd = New-Object System.Data.CData.QuickBooksOnline.QuickBooksOnlineCommand("UPDATE Customers SET FullyQualifiedName='Cook, Brian' WHERE Id = @myId", $conn)
$cmd.Parameters.Add((New-Object System.Data.CData.QuickBooksOnline.QuickBooksOnlineParameter("@myId","10456255-0015501366")))
$cmd.ExecuteNonQuery()

Insert QuickBooks Online Data

PowerShell

Add-QBOnline -Connection $QuickBooksOnline -Table Customers -Columns @("DisplayName", "Balance") -Values @("MyDisplayName", "MyBalance") 

ADO.NET

$cmd = New-Object System.Data.CData.QuickBooksOnline.QuickBooksOnlineCommand("INSERT INTO Customers (FullyQualifiedName) VALUES (@myFullyQualifiedName)", $conn)
$cmd.Parameters.Add((New-Object System.Data.CData.QuickBooksOnline.QuickBooksOnlineParameter("@myFullyQualifiedName","Cook, Brian")))
$cmd.ExecuteNonQuery()

Delete QuickBooks Online Data

PowerShell

Remove-QBOnline -Connection $QuickBooksOnline -Table "Customers" -Id "MyId"

ADO.NET

$cmd = New-Object System.Data.CData.QuickBooksOnline.QuickBooksOnlineCommand("DELETE FROM Customers WHERE Id=@myId", $conn)
$cmd.Parameters.Add((New-Object System.Data.CData.QuickBooksOnline.QuickBooksOnlineParameter("@myId","001d000000YBRseAAH")))
$cmd.ExecuteNonQuery()

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