VOOZH about

URL: https://www.cdata.com/kb/tech/qbonline-sync-access.rst

⇱ Automated Continuous QuickBooks Online Replication to Microsoft Access

Automated Continuous QuickBooks Online Replication to Microsoft Access

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Sync for automated, continuous, customizable QuickBooks Online replication to Microsoft Access.

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live QuickBooks Online data into your Microsoft Access instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

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


Configure Microsoft Access as a Replication Destination

Using CData Sync, you can replicate QuickBooks Online data to Microsoft Access. To add a replication destination, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select Microsoft Access as a destination. 👁 Configure a Destination connection to Microsoft Access.
  3. Enter the necessary connection properties. To connect to Microsoft Access, set the following:
    • Data Source: The path to the Access database. The application must have read/write permissions to the database.
    • Provider: The OLEDB Provider. For MS Office 2007 and above, use Microsoft.ACE.OLEDB.12.0.

    Windows Edition

    Connecting to Access as a destination requires the Microsoft Access Database Engine, which can be downloaded from here.

    Be sure to download the correct bitness of the driver as 64bit MS Office only works with the 64bit driver. If using 32bit MS Office, you will need to host DataSync in IIS and enable 32-bit applications. This can be set in the "Advanced Settings" for you Application Pool. Refer to Configuration in IIS for more information on hosting DataSync in IIS.

  4. Click Test Connection to ensure that the connection is configured properly. 👁 Configure a Destination connection.
  5. Click Save Changes.

Configure the QuickBooks Online Connection

You can configure a connection to QuickBooks Online from the Connections tab. To add a connection to your QuickBooks Online account, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select a source (QuickBooks Online).
  3. Configure the connection properties.

    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.

    👁 Configuring a Source connection (Salesforce is shown).
  4. Click Connect to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

👁 Select Source and Destination connections for the replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

👁 Choose entire tables to replicate (Salesforce is shown).

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication. 👁 Configure a replication Transform.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

👁 Schedule your job to run automatically.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your QuickBooks Online data to Microsoft Access.