Access Live QuickBooks Data in Coginiti Pro

Coginiti Pro is a single tool for all your SQL data and analytics needs, designed specifically for data engineers, analysts, and data scientists. When paired with the CData JDBC Driver for QuickBooks, Coginiti Pro can access and query live QuickBooks data. This article describes how to connect to and query QuickBooks data from Coginiti Pro.

With built-in optimized data processing, the CData JDBC Driver for QuickBooks offers unmatched performance for interacting with live QuickBooks data. When you issue complex SQL queries to QuickBooks, the driver pushes supported SQL operations, like filters and aggregations, directly to QuickBooks and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). In addition, its built-in dynamic metadata querying allows you to work with and analyze QuickBooks data using native data types.

Getting Started

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Gather Connection Properties and Build a Connection String

Download the CData JDBC Driver for QuickBooks installer, unzip the package, and run the JAR file to install the driver. Then gather the required connection properties.

When you are connecting to a local QuickBooks instance, you do not need to set any connection properties.

Requests are made to QuickBooks through the Remote Connector. The Remote Connector runs on the same machine as QuickBooks and accepts connections through a lightweight, embedded Web server. The server supports SSL/TLS, enabling users to connect securely from remote machines.

The first time you connect, authorize the Remote Connector with QuickBooks. See the "Getting Started" chapter of the help documentation for a guide.

NOTE: To use the JDBC driver in Coginiti Pro, you may need a license (full or trial) and a Runtime Key (RTK). For more information on obtaining this license (or a trial), contact our sales team.

Built-in Connection String Designer

For assistance constructing the JDBC URL, use the connection string designer built into the QuickBooks JDBC Driver. Double-click the JAR file or execute the jar file from the command line.

java -jar cdata.jdbc.quickbooks.jar

Fill in the connection properties (including the RTK) and copy the connection string to the clipboard.

Create a JDBC Data Source for QuickBooks Data

1. Open Coginiti Pro and in the File menu, select "Edit Drivers."
2. In the newly opened wizard, click "Add" and select "Generic." 👁 Adding a Generic JDBC Driver.
   

3. In the "JDBC Drivers" wizard, set the driver properties (below) and click "Create Driver."

   • Set JDBC Driver Name to a useful name, like CData JDBC Driver for QuickBooks.
   • Click "Add Files" to add the JAR file from the "lib" folder in the installation directory (e.g. cdata.jdbc.quickbooks.jar)
   • Select the Class Name: cdata.jdbc.quickbooks.QuickBooksDriver.
   👁 Creating a new Generic data source (Salesforce is shown).
   

Create a Connection using the CData JDBC Driver for QuickBooks

1. In the File menu, click "Edit Connections."
2. In the newly opened wizard, click "Add" and select "Generic." 👁 Adding a Generic JDBC Connection.
   
3. In the "Connections" wizard, set the connection properties.
   • Set Connection name to an identifying name.
   • Set Database JDBC driver to the Driver you configured earlier.
   • Set JDBC URL to the JDBC URL configured using the built-in connection string designer (e.g. jdbc:quickbooks:URL=http://remotehost:8166;User=admin;Password=admin123;
   👁 Creating a connection (Salesforce is shown).
   
4. Click "Test" to ensure the connection is configured properly. Click "Save."

Query QuickBooks Using SQL

1. Open the Connections tab by clicking on database icon: .
2. Click the plus sign () to add a new query tab.

3. Once the query console is open, write the SQL script you wish to execute and click "Run at Cursor".

   NOTE: You can use the explorer on the left to determine table/view names and column names.

   Using the explorer

   1. In the "Select connection" field, select the connection you wish to query.
   2. Expand your newly created connection, expand the "CData" catalog, and expand the QuickBooks catalog.
   3. Expand "Tables" or "Views" to find the entity you wish to query.
   4. Expand your selected entity to explore the fields (columns).
   👁 Querying data (Salesforce is shown).
   

Free Trial & More Information

Download a free, 30-day trial of the CData JDBC Driver for QuickBooks and start working with your live QuickBooks data in Coginiti Pro. Reach out to our Support Team if you have any questions.