QuickBooks SQL Server Integration: 4 Easy Steps

QuickBooks uses SQL queries when introducing a completely functioning Open Database Connectivity driver for the integration of accounting data files. QuickBooks SQL connector enables QuickBooks SQL Server Integration and vice versa. You can create a process of integration between databases & QuickBooks, depending on the particular process and model, using the connector template. Bundled with features, the connector creates custom mappings with only a few clicks. This article gives a clear understanding of QuickBooks SQL Server integration and how it benefits your business.

Utilizing the QODBC Driver for QuickBooks, QuickBooks SQL is a powerful tool that allows data to be extracted from QuickBooks company files and synchronized with one or more Microsoft SQL Server databases.

In order to integrate accounting data files, QuickBooks uses SQL queries to introduce a fully functional QODBC driver. Depending on your process and model, you can build a procedure to integrate databases with QuickBooks using the connector template.

If you’re looking for quick and simple access to data that’s ready for analysis, check out this blog post on exporting data from QuickBooks to SQL Server. You can focus on the important things, like getting the most out of your accounting and financial data.

What is QuickBooks?

QuickBooks is a well-known account management tool that specializes in payroll, bookkeeping, inventory control, and many other financial duties associated with managing a business.

Tens of thousands of users, ranging from small businesses to large corporations, use it globally.

California-based Intuit is the company that created QuickBooks. To save time and simplify chores like bookkeeping and paperwork, their primary objective was to automate conventional business processes.

QuickBooks allows you to create custom reports based on your business’s needs.
Making extremely accurate income statements is another use for this tool. A company’s profitability can be ascertained at any given time using this information. In order to assess particular business data, these statements can also be used to customize user requirements and preferences.

QuickBooks allows you to view company data, including sales dates, customer and product details, project status, and geographic data.

This tool is also useful for calculating taxes and retrieving GST information. As bank account and credit card details are entered, QuickBooks keeps track of payments and spending.

key Benefits of QuickBooks

Some of QuickBooks’ features are as follows:

• Financial Reports: Users of QuickBooks can easily track the progress of their businesses by creating custom reports. For convenient access when needed, organize and store all information in one location.
• Multi-User Access: You can assign varying degrees of access to QuickBooks Online to your employees using QuickBooks. This facilitates efficient cooperation amongst the various teams within the company.
• Cash Flow: QuickBooks’ online payment system enables users to send money more quickly after receiving an invoice or statement. This facilitates quicker bill payments to affiliated banks as well.
• Online Banking: When QuickBooks and a bank account are connected, bank transactions are uploaded and categorized. This removes the requirement for data entry for account statements.
• Support: The QuickBooks support team provides free assistance and has a sizable support base. To help you become more knowledgeable about QuickBooks, it even provides tutorials, seminars, and video lectures.

What is SQL Server?

A Relational Database Management System (RDBMS) is Microsoft SQL Server. It has the capacity to store petabytes of data and runs hundreds of cores concurrently.

It is closely integrated with reporting solutions such as Power BI and has a strong query layer for business analysis. With the inclusion of Spark support in more recent versions, users can use Spark SQL to analyze enormous volumes of data with little additional setup.

It supports ANSI SQL, the standard Structured Query Language (SQL). SQL Server comes pre-installed with TSQL, a proprietary language (Transact SQL).

SQL Server Management Studio (SSMS) is the primary interface tool; it consists of a client and a server. A SQL server installed on a system receives requests from clients, which are applications, and processes incoming data as required.

Key Benefits of SQL Server

Examine the salient characteristics of SQL Server that have led to its immense popularity:

• The Database Engine: It facilitates quick trade processing and expedites data storage and security.
• The Agent of the Server: It performs the basic function of a project scheduler and can be activated by any occasion or request.
• The SQL Server Browser: The SQL Server Browser is a tool that links queries to the ideal SQL Server instance and allows drawing near queries.
• SQL Server Full Text Search: Customers can perform a full-text search against character records in SQL Tables using SQL Server Full-Text Search, as the name implies.
• Cloud Database Support: Azure SQL and Microsoft Cloud can easily integrate SQL Server with built-in security.

How Does QuickBooks SQL Server Integration Work?

The very first, you need to authenticate QuickBooks SQL Server and then select one of the apps as a trigger which will kick off your automation. Now, choose a resulting action from another app and then send the data that you wish to send from one app to the other. This process can save a lot of time and you can use more time on other things.

QuickBooks SQL Server Integration: Features

Check out the features that you can avail after integration:

• Streaming Big Data: It lets you streamline your database with your payroll, CRM, and ERP data.
• Database Compatibility: This connector supports any database compatible with ODBC or JDBC, such as SQL Server, Oracle Database, IBM DB2, PostgreSQL, MySQL, Microsoft Azure SQL, Amazon Redshift, Microsoft Access, and more.
• Exporting and Migrating Data: Export data for centralized reporting from accounting, CRM, or other ERP systems into a central data warehouse.

QuickBooks SQL Connector Supports the Following Version

It supports the listed QuickBooks versions include:

• QuickBooks 2008 and later US
• QuickBooks Online
• QuickBooks 2008 UK and Canada.

Benefits of QuickBooks SQL Server Integration

• In QuickBooks, you can conveniently import data from SQL server and perform various DML operations on them. This includes objects from SQL, files from CSV, and more.
• Within Run logs, you can track the outcomes of the integration process for each execution.
• It enables the synchronization of bi-directional data between SQL Server data and QuickBooks. It performs periodic synchronization and tracks changes in the source of the synchronized data.
• It allows convenient visual editors for quick data migration that allow precise mapping configuration.
• It makes fast operations with data integration in simple GUI wizards & editors.
• This enables the sharing of big data to enable streamlining of CRM, ERP, and accounting data into databases.
• It enables data migration and export to Microsoft Server from the accounting program.

Steps for QuickBooks SQL Server Integration

The SQL Gateway can be used to install a related server for QuickBooks data and configure a TDS (SQL Server) remoting provider. You can create the associated server using SQL Server Management Studio’s user interface (UI) after choosing the provider.

Step 1: Add QuickBooks to the List of ODBC Data Sources

After that, you can manipulate QuickBooks data in the same way you would a linked SQL Server instance. First, indicate connection residences in an ODBC DSN (information supply name) if you haven’t already.

The installation of the motive force ends here.

The Microsoft ODBC Data Source Administrator is used to create and configure ODBC DSNs. You do not need to specify any connection residences when establishing a connection to a local QuickBooks instance.

Through the Remote Connector, requests are sent to QuickBooks.

Via a small, embedded Web server, the Remote Connector operates on the same device as QuickBooks and accepts connections.

The server facilitates SSL/TLS, enabling users to securely connect from distant computers. When connecting to QuickBooks for the first time, you might want to approve the Remote Connector.

Step 2: Configure the QuickBooks to SQL Server TDS Remoting Service

The SQL Gateway Overview contains instructions on how to set up a TDS remoting service in the SQL Gateway UI. TDS remoting service is a daemon process that keeps track of TDS requests from clients.

Step 3: Construct a QuickBooks Data Linked Server

Make a Linked Server from the UI

Open SQL Server Management Studio and connect to a SQL Server instance.

Open the SQL Server database in Object Explorer and expand it. New Linked Server can be selected by right-clicking on Linked Servers under the Server Objects node. This opens the New Linked Server dialogue box.

Once the connected server has been named, select the Other Data Source option in the General section and input the following data:

• Select the SQL Server Native Client Provider that is appropriate for the version of SQL Server you are using. Take the case of SQL Server Native Client 11.0.
• The host and port on which the TDS remoting service is running should be entered, separated by a comma.
• Enter the data system’s DSN in the catalogue.

Choose the Security section’s “Made using this Security Context” option for the connection. Proceed to the Users tab of the SQL Gateway and input the username and password of a newly created user.

Step 4: Open the SQL Server Management Studio

An in-process ODBC driver is required because SQL Server Management Studio utilizes the SQL Server Client OLE DB provider.

You must activate the SQL Server Native Client Provider’s “Allow in process” option in Management Studio in order to query the linked server from SQL Server Management Studio.

Open the properties of the provider you are using by navigating to Server Objects and then click on Linked Servers then from list of options click on Providers. Now click on the “Allow in process” box, save the modifications.

Currently, any tool that can connect to SQL Server can query the QuickBooks linked server. As appropriate, set the table name:

# Querying QuickBooks to SQL Server—- SELECT * FROM [linked server name].[Data QuickBooks Sys].[QuickBooks].[Customers]

Upload QuickBooks Data to SQL Server

• You are expected to load the discovered data into the Microsoft SQL Server when you have successfully controlled data access and also discovered the data structures on the database.
• The database contains rich-featured products that provide various techniques for loading data into the database. One method of importing data via the SQL server wizard.
• This import & export wizard has a visual interface to load bulk data from several compatible data sources
• Another approach is to import bulk data via utility applications into the SQL server. This command-line software is specifically designed to load and upload comprehensive database data.
• Lastly but not the least one, for database management and usability purposes, you can use the BULK INSERT SQL statements. In addition, other regular INSERT statements may be used to insert data row-wise directly into a table.

Update QuickBooks Data on Microsoft SQL Server

QuickBooks produces a lot of data; the current data on the MS SQL Server database must be modified. This includes a new record, and revised records, etc. You will need to check QuickBooks regularly for changed data and replicate the process that was previously defined during data updating if appropriate. The UPDATE statements are generated to update the existing rows.

Requirements:

Check out the certain requirements that you require to create QuickBooks connection with MSSQL Server via Open Database Connectivity Driver:

• Make sure, you’re using 32 bit or 64 bit of SQL Server
• In order to create communication, ODBC must be of 32-bit software
• QRemote serves as a link between these two. It operates by transmitting calls to data through the TCP / IP protocol. This also allows for interaction with 64-bit web servers and applications via Open Database Connectivity driver.
• As we know it’s not compatible with 32-bit applications for a 64-bit program. The QRemote method is thus used to render the connection between the 32-bit and 64-bit programs.

QRemote Application:

It mainly contains two elements for Open Database Connectivity driver and that are:

• QRemote Client Driver
• QRemote Server

Data entry can be the most tedious part for every business and QuickBooks takes the headache out by this integration process. QuickBooks also makes it easy for you by automatically creating receipts, sales, invoices, and much more.

Since QuickBooks generates a lot of data, the MS SQL Server database’s current data needs to be changed. Among other things, this includes updated and new records.

You will have to periodically check QuickBooks for updated data and, if needed, repeat the previously established procedure for updating the data. In order to update the current rows, UPDATE statements are produced.

Organizations use a range of data sources to obtain a multitude of useful data points. However, moving information from these sources into a data warehouse so that it can be thoroughly analyzed is a laborious process. It has intricate functions that need to be maintained and coded in order to facilitate a smooth data flow.

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