QuickBooks SQL Server Integration: A Complete Guide

by James Antonio

QuickBooks uses SQL queries when introducing a completely functioning QODBC driver for the integration of accounting data files. QuickBooks SQL connector enables the integration of data between Microsoft SQL and QuickBooks 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.

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

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.

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 QODBC 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 QODBC 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 QODBC 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. QB also makes it easy for you by automatically creating receipts, sales, invoices, and much more.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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