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⇱ Create Reports from QuickBooks Online Data in Looker Studio

Create Reports from QuickBooks Online Data in Looker Studio

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to gain access to live QuickBooks Online data and create custom reports in Looker Studio.

Looker Studio, formerly known as Google Data Studio, empowers users to craft customized reports featuring data visualizations that can be shared with clients while reflecting your brand identity. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to QuickBooks Online data to create visualizations, dashboards, and more. This article provides step-by-step instructions on establishing a virtual database for QuickBooks Online and generating reports from QuickBooks Online data within Looker Studio.

CData Connect AI offers a seamless cloud-to-cloud interface tailored for QuickBooks Online, making it straightforward to construct reports directly from live QuickBooks Online data within Looker Studio without the need for data replication. As you create visualizations, Looker Studio generates queries to retrieve data. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported query operations, including filters, JOINs, and more, directly to QuickBooks Online. This leverages server-side processing to swiftly provide the requested QuickBooks Online data.

About QuickBooks Online Data Integration

CData provides the easiest way to access and integrate live data from QuickBooks Online. Customers use CData connectivity to:

  • Realize high-performance data reads thanks to push-down query optimization for complex operations like filters and aggregations.
  • Read, write, update, and delete QuickBooks Online data.
  • Run reports, download attachments, and send or void invoices directly from code using SQL stored procedures.
  • Connect securely using OAuth and modern cryptography, including TLS 1.2, SHA-256, and ECC.

Many users access live QuickBooks Online data from preferred analytics tools like Power BI and Excel, directly from databases with federated access, and use CData solutions to easily integrate QuickBooks Online data with automated workflows for business-to-business communications.

For more information on how customers are solving problems with CData's QuickBooks Online solutions, refer to our blog: https://www.cdata.com/blog/360-view-of-your-customers.


Getting Started


This article requires a CData Connect AI instance and the CData Connect AI Connector for Looker Studio. Get more information on the CData Connect AI and sign up for a free trial at https://www.cdata.com/cloud.


Configure QuickBooks Online Connectivity for Looker Studio

Connectivity to QuickBooks Online from Looker Studio is made possible through CData Connect AI. To work with QuickBooks Online data from Looker Studio, we start by creating and configuring a QuickBooks Online connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "QuickBooks Online" from the Add Connection panel
    3. 👁 Selecting a data source
  3. QuickBooks Online uses OAuth to authenticate. Click "Sign in" to authenticate with QuickBooks Online. 👁 Authenticating with OAuth (Salesforce is shown).
  4. Navigate to the Permissions tab in the Add QuickBooks Online Connection page and update the User-based permissions. 👁 Updating permissions

With the connection configured, you are ready to connect to QuickBooks Online data from Looker Studio.

Visualize Live QuickBooks Online Data from Looker Studio

The steps below outline connecting to CData Connect AI from Looker Studio to create a new QuickBooks Online data source and build a simple visualization from the data.

  1. Log into Looker Studio, click data sources, create a new data source, and choose CData Connect AI Connector.
    2. 👁 Create a new connection in Looker Studio
  2. Click Authorize and allow access to your Google account. 👁 Granting permissions to the Connector
  3. Click Authorize to authenticate with your CData Connect AI instance 👁 Authenticating with CData Connect AI
  4. In the CData Connect AI Connector in Looker Studio select Connections to import from the dropdown and click Next
    5. 👁 Importing from Connections
  5. Now select a Connection (e.g. QuickBooksOnline1) and click Next 👁 Selecting a Connection
  6. Select a Table (e.g. Customers) or use a Custom Query and click Connect to continue 👁 Selecting a Table
  7. If needed, modify columns, click Create Report, and add the data source to the report.
    8. 👁 Configuring column definitions
  8. Select a visualization style and add it to the report.
  9. Select Dimensions and Measures to customize your visualization.
    10. 👁 Visualizing QuickBooks Online data in Looker Studio

Live Access to QuickBooks Online Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live QuickBooks Online data from your Looker Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating QuickBooks Online data.

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.