Replicate QuickBooks Data from PowerShell



The CData ODBC Driver for QuickBooks enables out-of-the-box integration with Microsoft's built-in support for ODBC. The ODBC driver instantly integrates connectivity to the real QuickBooks data with PowerShell.

You can use the .NET Framework Provider for ODBC built into PowerShell to quickly automate integration tasks like replicating QuickBooks data to other databases. This article shows how to replicate QuickBooks data to SQL Server in 5 lines of code.

You can also write PowerShell code to execute create, read, update, and delete (CRUD) operations. See the examples below.

Getting Started

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Create an ODBC Data Source for QuickBooks

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.

Connect to QuickBooks

The code below shows how to use the DSN to initialize the connection to QuickBooks data in PowerShell:

$conn = New-Object System.Data.Odbc.OdbcConnection
$conn.ConnectionString = "DSN=CData QuickBooks Source x64"

Back Up QuickBooks Data to SQL Server

After you enable caching, you can use the code below to replicate data to SQL Server.

Set the following connection properties to configure the caching database:

• CacheProvider: The name of the ADO.NET provider. This can be found in the Machine.config for your version of .NET. For example, to configure SQL Server, enter System.Data.SqlClient.

• CacheConnection: The connection string of properties required to connect to the database. Below is an example for SQL Server:

  Server=localhost;Database=RSB;User Id=sqltest;Password=sqltest;

The SQL query in the example can be used to refresh the entire cached table, including its schema. Any already existing cache is deleted.

$conn.Open()
# Create and execute the SQL Query
$SQL = "CACHE DROP EXISTING SELECT * FROM " + $Customers
$cmd = New-Object System.Data.Odbc.OdbcCommand($sql,$conn)
$count = $cmd.ExecuteNonQuery()
$conn.Close()

The driver gives you complete control over the caching functionality. See the help documentation for more caching commands and usage examples. See the help documentation for steps to replicate to other databases.

Other Operations

To retrieve QuickBooks data in PowerShell, call the Fill method of the OdbcDataAdapter method. To execute data manipulation commands, initialize the OdbcCommand object and then call ExecuteNonQuery. Below are some more examples CRUD commands to QuickBooks through the .NET Framework Provider for ODBC:

Retrieve QuickBooks Data

$sql="SELECT Name, CustomerBalance from Customers"
 
$da= New-Object System.Data.Odbc.OdbcDataAdapter($sql, $conn)
$dt= New-Object System.Data.DataTable
$da.Fill($dt) 
 
$dt.Rows | foreach {
 $dt.Columns | foreach ($col in dt{
 Write-Host $1[$_]
 }
}

Update QuickBooks Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("UPDATE Customers SET Type='Commercial' WHERE Id = @myId", $conn)
$cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myId","001d000000YBRseAAH")
$cmd.ExecuteNonQuery()

Insert QuickBooks Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("INSERT INTO Customers SET Type='Commercial' WHERE Id = @myId", $conn)
$cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myId","001d000000YBRseAAH")
$cmd.ExecuteNonQuery()

Delete QuickBooks Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("DELETE FROM Customers WHERE Id = @myid", $conn)
$cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myId","001d000000YBRseAAH")
$cmd.ExecuteNonQuery()