Setting up the connection to QuickBooks
- Log into the admin module and go to Data Sources.
- Create a new data source
- Give it a name, say QuickBooks for example
- Select Generic JDBC as the Data Source Type
- Copy and paste into the JDBC Driver Class field: cdata.jdbc.quickbooks.QuickBooksDriver
- Copy and paste into the Database URL field: jdbc:quickbooks:User=test;Password=test;URL=http://localhost:8166;
- Replace "test" in the URL with the Quickbooks Admin credentials
- Check the "Quote Table and Column Names" and "Allow Custom Queries"
Activating the connection to QuickBooks
At this point you are partially connected to QuickBooks. You'll be able to see and select the QuickBooks Data Source in the data set creation page in the Data Hub, but you won't be able to access the data. Complete the steps below to activate the connection.
- Download and install the Remote Connector For QuickBooks on the machine where QuickBooks is installed http://remoteconnector.com/
- Open the company file you want to connect to in QuickBooks using an administrator account in single-user mode.
- Open Remote Connector from the system tray and add a user on the Users tab. Enter a User and Password and select the level of access in the Data Access menu. By default QuickBooks connects to the currently open company file. If you want to access QuickBooks when QuickBooks is not running, specify a path to the company file you want to access.
- When you first connect, a dialog will appear in QuickBooks prompting you to authorize the application.
Note: Remote Connector does not use the User and Password properties to access QuickBooks; the User and Password properties authenticate the user to Remote Connector. Authentication to QuickBooks is handled based on the Application Name property.
Additional Note: Ensure that no one is logged into QuickBooks. Check the Task Manager to ensure that the QBW32.exe process is not running under another user.