Build Data Flows from QuickBooks to SQL Server using SSIS

Using SQL Server as a backup for critical business data provides an essential safety net against loss. Backing up data to SQL Server enables business users to more easily connect that data with features like reporting, analytics, and more.

This example demonstrates how to use the CData SSIS Tasks for QuickBooks inside of a SQL Server SSIS workflow to transfer QuickBooks data into a Microsoft SQL Server database.

Getting Started

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Add the Components

To get started, add a new QuickBooks source and SQL Server ADO.NET destination to a new data flow task.

Create a New Connection Manager

Follow the steps below to save QuickBooks connection properties in a connection manager.

1. In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
2. In the Connection Manager type menu, select QuickBooks. The CData QuickBooks Connection Manager is displayed.
3. Configure 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.

   👁 Configuring a connection (Salesforce is shown).
   

Configure the QuickBooks Source

Follow the steps below to specify the query to be used to extract QuickBooks data.

1. Double-click the QuickBooks source to open the source component editor.
2. In the Connection Manager menu, select the connection manager previously created.
3. Specify the query to use for the data extraction. For example:

   SELECT Name, CustomerBalance FROM Customers
   

   👁 The SQL query to retrieve records. (Salesforce is shown.)
   
4. Close the QuickBooks Source control and connect it to the ADO.NET Destination.

Configure the SQL Server Destination

Follow the steps below to specify the SQL server table to load the QuickBooks data into.

1. Open the ADO.NET Destination and add a New Connection. Enter your server and database information here.
2. In the Data access mode menu, select "table or view".
3. In the Table Or View menu, select the table or view to populate.
4. Configure any properties you wish to on the Mappings screen. 👁 The mappings from the SSIS source component to SQL Server. (Salesforce is shown.)
   

Run the Project

You can now run the project. After the SSIS Task has finished executing, your database will be populated with QuickBooks data.