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Overview
Etlworks Quickbooks Online connector allows the fastest and easiest way to connect to real-time Quickbooks Online data. The connector works just like any other database connector.
Etlworks partnered with CData to provide access to Quickbooks Online using industry-standard JDBC protocol. Read about CData Quickbooks Online JDBC connector.
When to use Quickbooks Online connector
Use this connector to create Flows that extract data and load data into Quickbooks Online.
Prerequisites
Enable the Quickbooks Online connector for your Etlworks account. Contact support@etlworks.com
to enable the connector.
Create a Connection
You can create a Connection in just two steps, and they are the following:
Step 1. In the Connections
window, click +
, and type in quickbooks online
.
Step 2. Enter Connection parameters:
OAuth Scopes
: select one or multiple OAuth scopes.OAuth Token
: connect to QuickBook.
Use Other Parameters
to specify the Connection string options. Read about available Connection string options.
Work with Quickbooks Online
Quickbooks Online Data Model
The connector models entities in the QuickBooks Online API as tables, views, and stored procedures. These are defined in schema files, which are simple, text-based configuration files.
API limitations and requirements are documented in the following sections; you can use the SupportEnhancedSQL feature, set by default to circumvent most of these limitations.
Read about the data model.
Stored procedures
Stored procedures are available to complement the data available from the Data Model. It may be necessary to update data available from a view using a stored procedure because the data does not provide for direct, table-like, two-way updates. In these situations, the data retrieval is done using the appropriate view or table, while the update is done by calling a stored procedure. Stored procedures take a list of parameters and return a dataset that contains the collection of tuples that constitute the response.
Read about available stored procedures in the data model.
To call stored procure from the SQL Flow or Before/After SQL, use EXEC sp_name params=value
.
Example:
EXECUTE my_proc @second = 2, @first = 1, @third = 3;
SQL Compliance
The connector supports several operations on data, including querying, deleting, modifying, and inserting.
Read about SQL Compliance.
Extract data from Quickbooks Online
Extracting data from Quickbooks Online is similar to extracting data from the relational database.
Here are the steps on how you can extract data from Quickbooks Online:
Step 1. Create Quickbooks Online Connection which will be used as a source (FROM
).
Step 2. Create a destination Connection, for example, a Connection to the relational database, and if needed, a Format (Format is not needed if the destination is a database or well-known API).
Step 3. Create a Flow where the source is a database
and the destination is a Connection created in step 2, for example, a relational database.
Step 4. Add a new source-to-destination transformation.
Step 5. Select the Quickbooks Online Connection created in step 1 as a source Connection and select the data object you are extracting data from.
Step 6. Select TO
Connection, Format (if needed), and object (for example, database table) to load data into.
Step 7. Click MAPPING
and optionally enter Source query
(you don't need a query if you are extracting data from the Quickbooks Online data object unconditionally).
Step 8. Optionally define the per-field Mapping.
Step 9. Add more transformations if needed.
Load data in Quickbooks Online
Loading data in Quickbooks Online is similar to loading data into a relational database.
Here are the steps on how you can load data in Quickbooks Online:
Step 1. Create a source Connection and a Format (if needed).
Step 2. Create a destination Quickbooks Online Connection.
Step 3. Create a Flow where the destination is a database.
Step 4. Add new source-to-destination transformation.
Step 5. Select FROM
and TO
Connections and objects (also a FROM
Format if needed).
Step 6. Optionally define the per-field Mapping.
Step 7. Add more transformations if needed.
Browse data in Quickbooks Online
You must have Quickbooks Online Connection to browse objects and run SQL queries.
Use the Etlworks Explorer to browse data and metadata in Quickbooks Online as well as execute DML
and SELECT
queries against the Quickbooks Online Connection.
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