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URL: https://www.cdata.com/kb/tech/qbonline-odbc-power-query.rst

⇱ Use the CData ODBC Driver for QuickBooks Online in Microsoft Power Query

Use the CData ODBC Driver for QuickBooks Online in Microsoft Power Query

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
You can use the CData QuickBooks Online ODBC Driver with Microsoft Power Query. In this article, you will use the ODBC driver to import QuickBooks Online data into Microsoft Power Query.

The CData ODBC Driver for QuickBooks Online enables you to link to QuickBooks Online data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import QuickBooks Online data into Microsoft Power Query.

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


Connect to QuickBooks Online as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Import QuickBooks Online Data

Follow the steps below to import QuickBooks Online data using standard SQL:

  1. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.

  2. Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver: 
    Provider=MSDASQL.1;Persist Security Info=False;DSN=CData QuickBooksOnline Source

  3. Enter the SELECT statement to import data with. For example: 

     SELECT DisplayName, Balance FROM Customers
    👁 The ODBC connection string and SELECT query. (Salesforce is shown.)

  4. Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.

    👁 Tables loaded in Power Query. (Salesforce is shown.)

Ready to get started?

Download a free trial of the QuickBooks Online ODBC Driver to get started:

 Download Now

Learn more:

👁 QuickBooks Online Icon
QuickBooks Online ODBC Driver

The QuickBooks Online ODBC Driver is a powerful tool that allows you to connect with live data from QuickBooks Online, directly from any applications that support ODBC connectivity.

Access QuickBooks Online data like you would a database - read, write, and update Customers, Transactions, Invoices, Sales Receipts, etc. through a standard ODBC Driver interface.