Build Data Flows from SQL Server to QuickBooks through SSIS

SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Task for QuickBooks allows you to easily transfer QuickBooks data. In this article you will export data from SQL Server to QuickBooks.

Getting Started

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Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new QuickBooks Destination control to the data flow task.

Configure the ADO.NET Source

Follow the steps below to specify properties required to connect to the SQL Server instance.

1. Open the ADO.NET Source and add a new connection. Enter your server and database information here.
2. In the Data access mode menu, select "Table or view" and select the table or view to export into QuickBooks.
3. Close the ADO NET Source wizard and connect it to the destination component.

Create a New Connection Manager for QuickBooks

Follow the steps below to set required connection properties in the Connection Manager.

1. Create a new connection manager: In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
2. Select CData QuickBooks Connection Manager in the menu.
3. Configure the 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.

Configure the QuickBooks Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the QuickBooks destination table and the action you want to perform on the QuickBooks data. In this article, you will insert Customers entities to QuickBooks.

1. Double-click the QuickBooks destination to open the destination component editor.
2. In the Connection Managers tab, select the connection manager previously created.
3. In the Use a Table, menu, select Customers. In the Action menu, select Insert. 👁 The destination table and action to be performed.
   
4. On the Column Mappings tab, configure the mappings from the input columns to the destination columns. 👁 The mappings from the SQL Server source to the SSIS destination component.
   

Run the Project

You can now run the project. After the SSIS Task has finished executing, data from your SQL table will be exported to the chosen table.