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URL: https://www.cdata.com/kb/tech/quickbooks-odbc-dbartisan.rst

⇱ Connect to QuickBooks Data in DBArtisan

Connect to QuickBooks Data in DBArtisan

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use wizards in DBArtisan to configure QuickBooks data as a data source.

The CData ODBC Driver for QuickBooks seamlessly integrates QuickBooks data into database management tools like DBArtisan by enabling you to access QuickBooks data as a database. This article shows how to create an data source for QuickBooks in DBArtisan and execute queries. You can then edit data visually and execute standard SQL.

About QuickBooks Data Integration

CData simplifies access and integration of live QuickBooks data. Our customers leverage CData connectivity to:

  • Access both local and remote company files.
  • Connect across editions and regions: QuickBooks Premier, Professional, Enterprise, and Simple Start edition 2002+, as well as Canada, New Zealand, Australia, and UK editions from 2003+.
  • Use SQL stored procedures to perform actions like voiding or clearing transactions, merging lists, searching entities, and more.

Customers regularly integrate their QuickBooks data with preferred tools, like Power BI, Tableau, or Excel, and integrate QuickBooks data into their database or data warehouse.


Getting Started


Integrate QuickBooks Data into DBArtisan Projects

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.

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.

You can then follow the steps below to register QuickBooks data as a database instance in your project:

  1. In DBArtisan, click Data Source -> Register Datasource.
  2. Select Generic ODBC.
  3. Enter a name for the data source and select the DSN. 👁 The DSN of the data source to be registered. (Salesforce is shown.)
  4. Finish the wizard to connect to QuickBooks data. QuickBooks entities are displayed in the Datasource Explorer. 👁 The Datasource Explorer. (Salesforce is shown.)

You can now work with QuickBooks data as you work with any other database. See the driver help documentation for more information on the queries supported by the QuickBooks API.

👁 The results of a query. (Salesforce is shown.)

Ready to get started?

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

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Learn more:

👁 QuickBooks Icon
QuickBooks ODBC Driver

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

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