QuickBooks Integrated with a broad number of QB compatible business applications to provide better solutions for your business. Likewise, QuickBooks uses a powerful, industry-standard SQL database when introducing a fully functional QODBC driver for the integration of accounting data files. The SQL Server is a relational database that uses client-server technology in multi-user mode to coordinate and manage access to the company file.
The QuickBooks SQL connector allows data to integrate from Microsoft SQL to QuickBooks and vice versa. Using the connector template, you can develop an integration process between databases and QuickBooks that is tailored to a certain process and model. Using the integrated system, you can streamline all your critical operations of your business like inventory, finances, purchasing, sales, payroll, etc. let’s delve into the quick process for QuickBooks SQL Server Integration with the help of this article.
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Features involved in the QuickBooks SQL Server Integration
- Database Compatibility: This connector supports any database compatible with ODBC or JDBC such as Oracle Database, SQL Server, IBM Database2, PostgreSQL, Microsoft Azure SQL, MySQL, Microsoft Access, Amazon Redshift, and more.
- Streaming large amounts of data: It allows you to streamline your database with ERP, CRM, and payroll data.
- Exporting and migrating data: Export data for centralized reporting from CRM, accounting, or other ERP systems into a central data warehouse.
How does it work?
You need to start with authenticating QuickBooks SQL Server and later choose one of the applications as an activation to launch the automation process. Then, you’re required to choose a resulting action from another application to send data you want to send from one application to another. Genuinely, it saves a lot of time and as a result, you can focus on other business productivity.
Versions supported by QuickBooks SQL Connector
The jotted below is the version that supports QuickBooks SQL Connector:
- QuickBooks Online
- QuickBooks 2008 and later US version
- QuickBooks 2008 UK, and Canada.
Key Benefits: QuickBooks SQL Server Integration
- You can easily track outcomes of the integration process for every single execution
- It lets you do quick data migration using convenient visual editors that allow accurate mapping configuration.
- It facilitates bi-directional data synchronisation between SQL Server and QuickBooks. It also performs periodic synchronisation and tracks modifications in the synchronised data’s source.
- You may import data from a SQL server and run DML operations on it with ease. It includes items from CSV, SQL, and other sources.
- It provides quick procedures by integrating data into easy GUI wizards and editors.
- It lets you export data from your accounting programme to Microsoft Server.
- This allows huge data to be shared, allowing ERP, CRM, and financial data to be streamlined into databases.
Supported Triggers and Actions
Triggers
| New Column Triggered when you add a new column. | New Table Triggered when you add a new table. |
| New Row (Custom Query) Triggered when new rows are returned from a custom query that you provide. | New Row Triggered when you add a new row. |
| New or Updated Row Triggered when a new row is added or modified. | |
| New Account Triggered when you add a new account. | New Bill Triggers when a new bill is added. |
| New Customer Triggered when you add a new customer. | New Estimate Triggered when you add a new estimate. |
| New Expense Triggers when a new expense is added. | New Invoice Triggered when you add a new invoice. |
| New Invoice Triggered when you add a new invoice (with line item support). | New Sales Receipt Triggered when a new sales receipt is added (with line item support). |
| New Payment Triggered when a payment is received (with line item support). | New Purchase Order Triggers when a new purchase order is added. |
| New Sales Receipt Triggered when a new sales receipt is added. | Updated Customer Triggered when an existing customer is updated. |
| New Vendor Triggered when a new vendor is added. |
Actions
| Find Row Finds a row in a table via a lookup column. | Find Row via Custom Query Finds a row in a table via a custom query you control. |
| Update Row Updates an existing row. | New Row Adds a new row. |
| Create Bill (Item Based) Create a new bill, optionally tied to a customer. | Create Bill (Account Based) Create a new bill, optionally tied to a customer (with line item support). |
| Create Bill (Item Based) Create a new bill, optionally tied to a customer (with line item support). | Create Credit Memo Creates a new credit memo. |
| Create Customer Adds a new customer. | Create Estimate Create a new estimate (with line item support). |
| Create Expense Creates a new expense using check, cash, or credit card. | Create Product/Service Creates a new product or service. |
| Create Journal Entry Creates a new journal entry. | Create Invoice Adds a new invoice (with line item support). |
| Create Sales Receipt Adds a new sales receipt (with line item support). | Create Payment Creates a new payment, optionally linked to an invoice. |
| Create Purchase Order Creates a new purchase order. | Create Refund Receipt Creates a new refund receipt. |
| Send Invoice Send an existing invoice. | Send Sales Receipt Send an existing sales receipt. |
| Create Time Activity Creates a new single time activity. | Update Customer Updates an existing customer. |
| Update Invoice Updates an existing invoice (with line item support). | Create Vendor Adds a new vendor. |
| Find Account Find an account by name. | Find Customer Find a customer by name or email address. |
| Find Invoice Find an invoice by number. | Find Product(s) Find a product by name (with line item support) |
| Find Vendor Find a vendor by name. | Find or Create Customer Finds or creates a specific customer v2. |
| Find or Create Vendor Finds or creates a specific vendor. |
How to upload QuickBooks Data to SQL Server
- The database offers a variety of products with advanced features that allow users to put data into the database using a variety of methods. The SQL server wizard is one method of importing data.
- When you’ve successfully regulated data access and found the database’s data structures, you’ll need to load the discovered data into Microsoft SQL Server.
- Another option is to use utility apps to load bulk data into the SQL server. This command-line program is designed to load and upload large amounts of database data.
- The visual interface of the import and export wizard allows you to input bulk data from numerous suitable data sources.
- Last but not least, the BULK INSERT SQL commands can be used for database management and usability. Other normal INSERT statements can also be used to directly insert data row by row into a table.
What are the requirements to update QuickBooks Data on Microsoft SQL Server?
QuickBooks produces a lot of data; the current data on the Microsoft SQL Server database must be modified. This includes a new record, and revised records, etc. You’re required to check QuickBooks regularly for changed data and replicate the previously defined process during data updating if appropriate. The UPDATE statements are generated to update the existing rows.
Requirements:
Check out the following requirements for connecting QuickBooks to MSSQL Server using the QODBC Driver:
- To establish a connection, ODBC must be a 32-bit application.
- Make sure you’re using SQL Server 32-bit or 64-bit.
- As you already know, it is not compatible with 32-bit apps for a 64-bit program. As a result, the QRemote technique is used to connect the 32-bit and 64-bit applications.
- QRemote connects the two. It works by transmitting data calls across the TCP/IP protocol. The QODBC driver also allows you to interact with 64-bit web servers and applications.
QRemote Application:
It mainly consists of two elements for QODBC and they are:
- QRemote Server: Processes requested instruction from QRemote Client to QuickBooks using QODBC DSN Driver.
- QRemote Client Driver: Allows 64-bit Applications to connect to QRemote Server and sends the Request to QRemote Server for Processing.
Let’s learn the process to create a Link Server with MS SQL using QODBC/QRemote
- First, launch your “SQL Server Management Studio”
- Next, login to the SQL Server and look for the server on the left-hand side panel
- Do a right-click on the “SQL Server” and then select Properties
- Confirm that the SQL Server must be 64-bit
In the Microsoft Windows Operating System, the 64-bit and 32-bit worlds are maintained separately. Because QuickBooks is a 32-bit program, a 32-bit ODBC driver is required to interface with it.
QRemote links 64-bit applications and the 32-bit QODBC Driver by leveraging the TCP/IP protocol to communicate data between the two worlds. For the first time, QRemote allows 64-bit Web Servers and 64-bit apps to communicate with QuickBooks live using the QODBC Driver.
Because a 64-bit application can’t communicate with a 32-bit driver, you can use a little magic to connect the worlds; and that’s called QRemote. As discussed in the above paragraph, QRemote has two components: “QRemote Client Driver for QODBC” and “QRemote Server for QODBC”.
You can start “QRemote Server for QODBC” from the Windows Start menu if QRemoteServer is not running. Here’s how:
- From the system tray, double-click on the QRemote Server icon
- And then the QRemote Server Main screen appears with an IP address and Port which allow the QRemote Client to connect to
- You have to make a note of the IP address and Port number that are listed on the QRemote Server “Event Logs” window.
Create a new DSN entry/or configure the existing one
- First, navigate the Windows Start menu >> QODBC for Use with QuickBooks
- Next, click on the Configure QODBC Data Source 64-bit
- “QuickBooks Data 64-bit QRemote” is the default DSN created when installing QODBC
- Configure the DSN and provide the IP address and Port as listed under the “QRemote Server”
- Under the QRemote for QuickBooks – Client DSN configuration screen, you have to fill out the following information: Data Source Name, Server, Port, Encryption Key/Password, Remote DSN, Encryption
Start your QuickBooks Now
- You have to run the MS SQL 2005 Dev / 2008 / 2012 / 2016 (64-bit) and then Login
- Next, start the SQL Server Management Studio, select SQL Server Authentication, and then enter the correct name and password
- Navigate to “Server Objects” >>> Linked Server >>> New Linked Server under the SQL Server Management Studio
- Provide the following information for the “New Linked Server”: Select Microsoft OLE DB Provider for ODBC Drivers from the provider list, then enter “QODBC” as the Product name and “QuickBooks Data 64-bit QRemote” as the Data source, then click the “OK” button
- It will begin creating a connection to QuickBooks when you click OK. Please accept the certificate to allow data access on QB
- After you have accepted the Certificate, the Linked server will be shown under “Linked Server” Category.
- The Linked server will appear in the “Linked Server” Category when you have accepted the Certificate
- MSDASQL configuration (Microsoft OLE DB Provider for ODBC Drivers)
- In SQL Server Management Studio, you can configure the OLE DB provider options for handling connected queries. Right-click the provider name in Object Explorer and choose Properties for MSDASQL
- To allow parameter inquiries, dynamic parameters should be checked. To make four-part naming work, just level zero should be tested. Allow InProcess should be enabled in order to improve performance. If you wish to be able to change QB data, you should check non-transacted updates. To improve performance, examine the index as an access path. To make OPENQUERY work, the Disallow adhoc accesses box should be unchecked.
Conclusion!
This is all about QuickBooks SQL Server Integration and we hope that the above information will help you in the integration process. To explore more QuickBooks Integration with various other applications, you can visit www.smbaccountants.com. For more queries or concerns, you can also use a Live Chat option to clear your doubts with QuickBooks Experts.
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